Nadler Financial Group, Inc. Buys iShares Gold Trust, Schwab US Dividend Equity ETF, WisdomTree ...

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Deerfield, IL, based Investment company Nadler Financial Group, Inc. (Current Portfolio) buys iShares Gold Trust, Schwab US Dividend Equity ETF, WisdomTree U.S. LargeCap Dividend Fund, Schwab Fundamental International Large Company Ind, Walgreens Boots Alliance Inc, sells AT&T Inc, Altria Group Inc, American Express Co, iShares S&P GSCI Commodity-Indexed Trust, CF Industries Holdings Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Nadler Financial Group, Inc.. As of 2021Q4, Nadler Financial Group, Inc. owns 128 stocks with a total value of $660 million. These are the details of the buys and sells.

  • New Purchases: IAU, WBA, DIVO, ETN, MU, UNP, MA, CDW, BLOK, VGT, XLI, SABS,

  • Added Positions: SCHD, DLN, FNDF, IVV, VTI, MSFT, SCHM, VO, VOO, SCHG, VEA, IWB, VB, NVDA, SGOL, DRIV, RDVY, IWR, ABBV, F, VYM, CVX, TBF, PSLV, V, SBUX, IBM, KO,

  • Reduced Positions: IWF, T, CF, CSCO, MRNA, NFLX, IJH, DTN, CPER, FB, TSLA, PFE, PNC, MRK, MCD, JNJ, HD, HSY, XOM, ABT, PG, WMT, JPM, INTC, BSV, BMY,

  • Sold Out: MO, AXP, GSG,


For the details of Nadler Financial Group, Inc.'s stock buys and sells,
go to https://www.gurufocus.com/guru/nadler+financial+group%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Nadler Financial Group, Inc.

  1. iShares Gold Trust (IAU) - 1,775,157 shares, 9.36% of the total portfolio. New Position

  2. Vanguard Mid-Cap ETF (VO) - 206,050 shares, 7.95% of the total portfolio. Shares added by 1.23%

  3. Vanguard Value ETF (VTV) - 343,700 shares, 7.66% of the total portfolio. Shares added by 0.53%

  4. iShares Russell 1000 Growth ETF (IWF) - 139,798 shares, 6.47% of the total portfolio. Shares reduced by 2.15%

  5. iShares Russell 1000 Value ETF (IWD) - 242,419 shares, 6.16% of the total portfolio. Shares reduced by 0.92%

New Purchase: iShares Gold Trust (IAU)

Nadler Financial Group, Inc. initiated holding in iShares Gold Trust. The purchase prices were between $33.36 and $35.53, with an estimated average price of $34.19. The stock is now traded at around $34.500000. The impact to a portfolio due to this purchase was 9.36%. The holding were 1,775,157 shares as of 2021-12-31.

New Purchase: Walgreens Boots Alliance Inc (WBA)

Nadler Financial Group, Inc. initiated holding in Walgreens Boots Alliance Inc. The purchase prices were between $43.72 and $52.25, with an estimated average price of $48.45. The stock is now traded at around $53.520000. The impact to a portfolio due to this purchase was 0.11%. The holding were 14,014 shares as of 2021-12-31.

New Purchase: Amplify CPW Enhanced Dividend Income ETF (DIVO)

Nadler Financial Group, Inc. initiated holding in Amplify CPW Enhanced Dividend Income ETF. The purchase prices were between $34.58 and $38.25, with an estimated average price of $36.77. The stock is now traded at around $37.140000. The impact to a portfolio due to this purchase was 0.08%. The holding were 14,256 shares as of 2021-12-31.

New Purchase: Eaton Corp PLC (ETN)

Nadler Financial Group, Inc. initiated holding in Eaton Corp PLC. The purchase prices were between $148.36 and $174.66, with an estimated average price of $166.07. The stock is now traded at around $166.630000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,277 shares as of 2021-12-31.

New Purchase: Vanguard Information Technology ETF (VGT)

Nadler Financial Group, Inc. initiated holding in Vanguard Information Technology ETF. The purchase prices were between $396.28 and $466.1, with an estimated average price of $439.09. The stock is now traded at around $422.410000. The impact to a portfolio due to this purchase was 0.03%. The holding were 498 shares as of 2021-12-31.

New Purchase: Micron Technology Inc (MU)

Nadler Financial Group, Inc. initiated holding in Micron Technology Inc. The purchase prices were between $66.38 and $96.17, with an estimated average price of $78.57. The stock is now traded at around $92.870000. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,396 shares as of 2021-12-31.

Added: Schwab US Dividend Equity ETF (SCHD)

Nadler Financial Group, Inc. added to a holding in Schwab US Dividend Equity ETF by 24.38%. The purchase prices were between $74.34 and $80.86, with an estimated average price of $77.53. The stock is now traded at around $80.760000. The impact to a portfolio due to this purchase was 0.32%. The holding were 133,403 shares as of 2021-12-31.

Added: WisdomTree U.S. LargeCap Dividend Fund (DLN)

Nadler Financial Group, Inc. added to a holding in WisdomTree U.S. LargeCap Dividend Fund by 99.58%. The purchase prices were between $59.49 and $66.15, with an estimated average price of $63.06. The stock is now traded at around $65.340000. The impact to a portfolio due to this purchase was 0.23%. The holding were 47,420 shares as of 2021-12-31.

Added: Schwab Fundamental International Large Company Ind (FNDF)

Nadler Financial Group, Inc. added to a holding in Schwab Fundamental International Large Company Ind by 43.11%. The purchase prices were between $30.79 and $33.14, with an estimated average price of $32.35. The stock is now traded at around $33.710000. The impact to a portfolio due to this purchase was 0.17%. The holding were 112,585 shares as of 2021-12-31.

Added: iShares Russell 1000 ETF (IWB)

Nadler Financial Group, Inc. added to a holding in iShares Russell 1000 ETF by 30.24%. The purchase prices were between $240.61 and $266.02, with an estimated average price of $257.01. The stock is now traded at around $252.860000. The impact to a portfolio due to this purchase was 0.04%. The holding were 4,695 shares as of 2021-12-31.

Added: Aberdeen Standard Physical Gold Shares ETF (SGOL)

Nadler Financial Group, Inc. added to a holding in Aberdeen Standard Physical Gold Shares ETF by 38.09%. The purchase prices were between $16.83 and $17.91, with an estimated average price of $17.24. The stock is now traded at around $17.400000. The impact to a portfolio due to this purchase was 0.02%. The holding were 28,405 shares as of 2021-12-31.

Added: Ford Motor Co (F)

Nadler Financial Group, Inc. added to a holding in Ford Motor Co by 30.40%. The purchase prices were between $14.12 and $21.45, with an estimated average price of $18.53. The stock is now traded at around $24.380000. The impact to a portfolio due to this purchase was 0.01%. The holding were 16,426 shares as of 2021-12-31.

Sold Out: American Express Co (AXP)

Nadler Financial Group, Inc. sold out a holding in American Express Co. The sale prices were between $150.06 and $187.08, with an estimated average price of $170.39.

Sold Out: iShares S&P GSCI Commodity-Indexed Trust (GSG)

Nadler Financial Group, Inc. sold out a holding in iShares S&P GSCI Commodity-Indexed Trust. The sale prices were between $15.75 and $18.12, with an estimated average price of $17.25.

Sold Out: Altria Group Inc (MO)

Nadler Financial Group, Inc. sold out a holding in Altria Group Inc. The sale prices were between $42.64 and $48.7, with an estimated average price of $45.81.



Here is the complete portfolio of Nadler Financial Group, Inc.. Also check out:

1. Nadler Financial Group, Inc.'s Undervalued Stocks

2. Nadler Financial Group, Inc.'s Top Growth Companies, and

3. Nadler Financial Group, Inc.'s High Yield stocks

4. Stocks that Nadler Financial Group, Inc. keeps buyingThis article first appeared on GuruFocus.

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