13F-HR filed by Nadler Financial Group, Inc.
Nadler Financial Group, Inc. filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-28, with 132 holding rows worth $976,681,999.
- Accession
- 0001541787-25-000005
- Filer
- CIK 1541787
- Filed
- 2025-07-28
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 132 entries on the cover page, a total value of $976,681,999 stated on the cover page (in dollars after the unit check, H1), rows summing to $976,681,999 with VALUE read as dollars as filed, 13F file number 028-14666. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard Value ETF | 922908744 | SHS | 464,852 | $82,158,010 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 274,550 | $76,827,326 | dollars as filed | |
| VTI | 922908769 | COM | 245,980 | $74,760,563 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 148,666 | $65,175,115 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C680 | COM | 567,604 | $61,982,355 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 108,347 | $61,544,431 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 1,942,809 | $56,749,451 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 123,624 | $52,488,452 | dollars as filed | |
| IJH | 464287507 | COM | 662,091 | $41,062,897 | dollars as filed | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 410,332 | $38,829,744 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 198,820 | $38,616,887 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 855,170 | $34,223,909 | dollars as filed | |
| SCHD | 808524797 | COM | 1,036,541 | $27,468,336 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 435,521 | $24,829,064 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 39,941 | $24,799,637 | dollars as filed | |
| Apple Inc | 037833100 | COM | 109,540 | $22,474,325 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 30,594 | $15,217,528 | dollars as filed | |
| SPY | 78462F103 | SHS | 23,827 | $14,721,775 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 74,353 | $11,747,040 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 361,614 | $10,143,273 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 16,438 | $9,067,976 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 17,778 | $8,636,019 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 38,876 | $8,529,006 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 36,574 | $7,781,484 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 71,573 | $6,582,613 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 29,197 | $5,179,256 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 172,549 | $4,774,431 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C730 | COM | 15,860 | $4,454,548 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 16,676 | $3,951,878 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 61,176 | $3,814,935 | dollars as filed | |
| WISDOMTREE TR | 97717W307 | US LARGECAP DIVD | 46,420 | $3,812,939 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 3,499 | $3,463,356 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 4,650 | $3,432,100 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 10,627 | $3,375,773 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 14,014 | $3,063,853 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 4 | $2,915,200 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 7,937 | $2,695,167 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 8,358 | $2,547,769 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 17,790 | $2,467,117 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 7,110 | $2,077,280 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 2,407 | $1,876,329 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 1,353 | $1,811,843 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 5,796 | $1,680,447 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 8,884 | $1,649,019 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 7,669 | $1,569,614 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 5,006 | $1,267,743 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 6,815 | $1,200,927 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 8,828 | $1,200,728 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 10,570 | $1,139,473 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 2,706 | $992,007 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 33,148 | $959,297 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 2,543 | $902,945 | dollars as filed | |
| SPROTT PHYSICAL SILVER TR | 85207K107 | TR UNIT | 73,066 | $894,328 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 5,789 | $884,270 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 6,940 | $800,529 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 7,714 | $754,277 | dollars as filed | |
| Deere & Company | 244199105 | COM | 1,426 | $725,231 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 5,286 | $697,952 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 5,622 | $697,230 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,237 | $695,134 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 9,423 | $653,759 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 4,344 | $649,819 | dollars as filed | |
| ALLSTATE CORP COM | 020002101 | Stock | 3,169 | $637,951 | dollars as filed | |
| SPROTT PHYSICAL GOLD TR | 85207H104 | UNIT | 25,155 | $637,679 | dollars as filed | |
| AMPLIFY ETF TR | 032108664 | AMPLIFY CYBERSEC | 7,330 | $633,092 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 8,736 | $618,094 | dollars as filed | |
| SPROTT ASSET MANAGEMENT LP | 85208R101 | PHYSICAL GOLD AN | 19,885 | $598,539 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 24,557 | $595,269 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 2,015 | $593,982 | dollars as filed | |
| WISDOMTREE TR | 97717W406 | US AI ENHANCED | 5,130 | $580,008 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 1,446 | $561,352 | dollars as filed | |
| ABRDN SILVER ETF TRUST | 003264108 | PHYSCL SILVR SHS | 13,785 | $474,342 | dollars as filed | |
| Boeing Company | 097023105 | COM | 2,254 | $472,281 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,700 | $468,605 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 2,153 | $467,911 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 3,434 | $466,151 | dollars as filed | |
| CBOE GLOBAL MKTS INC COM | 12503M108 | Stock | 1,978 | $461,289 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 5,794 | $458,656 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,852 | $454,381 | dollars as filed | |
| ALLIANCEBERNSTEIN HLDG L P | 01881G106 | UNIT LTD PARTN | 10,840 | $442,611 | dollars as filed | |
| Southern Company | 842587107 | COM | 4,775 | $438,488 | dollars as filed | |
| ETFS GOLD TR | 00326A104 | PHYSCL GOLD SHS | 13,660 | $430,836 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 1,533 | $428,044 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 3,796 | $414,865 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 2,851 | $404,557 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 8,525 | $403,417 | dollars as filed | |
| ISHARES INC | 464286632 | MSCI ISRAEL ETF | 4,195 | $398,022 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,718 | $389,110 | dollars as filed | |
| ATLANTIC UN BANKSHARES CORP COM | 04911A107 | Stock | 12,325 | $385,526 | dollars as filed | |
| American Express Company | 025816109 | COM | 1,177 | $375,439 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 1,030 | $367,700 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E354 | S&P500 LOW VOL | 5,000 | $364,100 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 3,860 | $361,412 | dollars as filed | |
| ECOLAB INC COM | 278865100 | Stock | 1,296 | $349,194 | dollars as filed | |
| General Electric Company | 369604301 | COM | 1,333 | $343,202 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 3,115 | $338,071 | dollars as filed | |
| VGT | 92204A702 | SHS | 496 | $328,987 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 1,178 | $324,771 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 1,394 | $318,975 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 1,318 | $299,318 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 1,079 | $294,236 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 2,128 | $290,089 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 1,438 | $284,063 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 636 | $280,253 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 859 | $277,278 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 3,910 | $271,432 | dollars as filed | |
| GRAYSCALE BITCOIN TRUST ETF | 389637109 | SHS REP COM UT | 3,167 | $268,657 | dollars as filed | |
| ISHARES TR | 46429B598 | MSCI INDIA ETF | 4,733 | $263,533 | dollars as filed | |
| EQUIFAX INC COM | 294429105 | Stock | 1,000 | $259,370 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 1,365 | $254,463 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 353 | $249,836 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 471 | $249,230 | dollars as filed | |
| HERSHEY CO COM | 427866108 | Stock | 1,500 | $248,925 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 1,655 | $244,146 | dollars as filed | |
| PTC THERAPEUTICS INC | 69366J200 | COM | 4,939 | $241,221 | dollars as filed | |
| LIMBACH HLDGS INC | 53263P105 | COM | 1,715 | $240,272 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 763 | $236,202 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 1,146 | $234,517 | dollars as filed | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 4,132 | $233,541 | dollars as filed | |
| ALBERTSONS COMPANIES INC COMMON STOCK | 013091103 | Stock | 10,832 | $232,996 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 1,691 | $225,427 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,557 | $222,942 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 2,010 | $222,849 | dollars as filed | |
| FIFTH THIRD BANCORP COM | 316773100 | Stock | 5,374 | $221,033 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 290 | $212,506 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,420 | $207,348 | dollars as filed | |
| CDW CORP COM | 12514G108 | Stock | 1,134 | $202,507 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 3,448 | $202,167 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 1,108 | $201,757 | dollars as filed | |
| KIMBELL RTY PARTNERS LP | 49435R102 | UNIT | 11,182 | $156,101 | dollars as filed | |
| EAGLE POINT CREDIT COMPANY I | 269808101 | COM | 17,089 | $130,900 | dollars as filed | |
| EMPIRE PETE CORP COM | 292034204 | Stock | 17,094 | $90,256 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001541787-25-000005 | this filing | 2025-07-28 | acceptance time not in the bulk data set |