0001541787-24-000003.txt : 20240426
0001541787-24-000003.hdr.sgml : 20240426
20240426121209
ACCESSION NUMBER: 0001541787-24-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240426
DATE AS OF CHANGE: 20240426
EFFECTIVENESS DATE: 20240426
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Nadler Financial Group, Inc.
CENTRAL INDEX KEY: 0001541787
ORGANIZATION NAME:
IRS NUMBER: 364156113
STATE OF INCORPORATION: IL
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-14666
FILM NUMBER: 24880695
BUSINESS ADDRESS:
STREET 1: 155 N PFINGSTEN ROAD
STREET 2: SUITE 160
CITY: DEERFIELD
STATE: IL
ZIP: 60015
BUSINESS PHONE: 847-940-4040
MAIL ADDRESS:
STREET 1: 155 N PFINGSTEN ROAD
STREET 2: SUITE 160
CITY: DEERFIELD
STATE: IL
ZIP: 60015
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001541787
XXXXXXXX
03-31-2024
03-31-2024
Nadler Financial Group, Inc.
155 N PFINGSTEN ROAD
SUITE 160
DEERFIELD
IL
60015
13F HOLDINGS REPORT
028-14666
N
Michael Nadler
Principal, CIO
847-940-4040
Michael Aaron Nadler
Deerfield
IL
04-26-2024
0
115
811137963
false
INFORMATION TABLE
2
NadlerFinancialGroup_13f.xml
ABBOTT LABS
COM
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1013588
8918
SH
SOLE
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ABBVIE INC
COM
00287Y109
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9780
SH
SOLE
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0
0
9780
ABRDN GOLD ETF TRUST
PHYSCL GOLD SHS
00326A104
395383
18615
SH
SOLE
0
0
0
18615
ADVANCED MICRO DEVICES INC
COM
007903107
641822
3556
SH
SOLE
0
0
0
3556
ALBERTSONS COS INC
COMMON STOCK
013091103
232238
10832
SH
SOLE
0
0
0
10832
ALLIANCEBERNSTEIN HLDG L P
UNIT LTD PARTN
01881G106
480798
13840
SH
SOLE
0
0
0
13840
ALLSTATE CORP
COM
020002101
619549
3581
SH
SOLE
0
0
0
3581
ALPHABET INC
CAP STK CL C
02079K107
4631445
30418
SH
SOLE
0
0
0
30418
ALPHABET INC
CAP STK CL A
02079K305
888978
5890
SH
SOLE
0
0
0
5890
AMAZON COM INC
COM
023135106
7101380
39369
SH
SOLE
0
0
0
39369
AMERICAN EXPRESS CO
COM
025816109
242945
1067
SH
SOLE
0
0
0
1067
AMGEN INC
COM
031162100
412601
1451
SH
SOLE
0
0
0
1451
AMPLIFY ETF TR
AMPLIFY CYBERSEC
032108664
445116
6943
SH
SOLE
0
0
0
6943
APPLE INC
COM
037833100
28204981
164480
SH
SOLE
0
0
0
164480
AT&T INC
COM
00206R102
666024
37842
SH
SOLE
0
0
0
37842
BANK AMERICA CORP
COM
060505104
377434
9953
SH
SOLE
0
0
0
9953
BECTON DICKINSON & CO
COM
075887109
235820
953
SH
SOLE
0
0
0
953
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
5459191
12982
SH
SOLE
0
0
0
12982
BLACKSTONE INC
COM
09260D107
262740
2000
SH
SOLE
0
0
0
2000
CAPITAL ONE FINL CORP
COM
14040H105
5817430
39072
SH
SOLE
0
0
0
39072
CATERPILLAR INC
COM
149123101
529858
1446
SH
SOLE
0
0
0
1446
CBOE GLOBAL MKTS INC
COM
12503M108
377198
2053
SH
SOLE
0
0
0
2053
CDW CORP
COM
12514G108
285311
1115
SH
SOLE
0
0
0
1115
CHEVRON CORP NEW
COM
166764100
351774
2230
SH
SOLE
0
0
0
2230
CISCO SYS INC
COM
17275R102
427382
8563
SH
SOLE
0
0
0
8563
COCA COLA CO
COM
191216100
559621
9147
SH
SOLE
0
0
0
9147
COSTCO WHSL CORP NEW
COM
22160K105
2317054
3163
SH
SOLE
0
0
0
3163
CYBIN INC
COM
23256X100
40812
98700
SH
SOLE
0
0
0
98700
DANAHER CORPORATION
COM
235851102
297916
1193
SH
SOLE
0
0
0
1193
DEERE & CO
COM
244199105
766496
1866
SH
SOLE
0
0
0
1866
DISNEY WALT CO
COM
254687106
869776
7108
SH
SOLE
0
0
0
7108
DOMINION ENERGY INC
COM
25746U109
204975
4167
SH
SOLE
0
0
0
4167
EAGLE POINT CREDIT COMPANY I
COM
269808101
101100
10000
SH
SOLE
0
0
0
10000
EATON CORP PLC
SHS
G29183103
322060
1030
SH
SOLE
0
0
0
1030
ECOLAB INC
COM
278865100
233209
1010
SH
SOLE
0
0
0
1010
EDWARDS LIFESCIENCES CORP
COM
28176E108
225139
2356
SH
SOLE
0
0
0
2356
ELI LILLY & CO
COM
532457108
1911448
2457
SH
SOLE
0
0
0
2457
EMPIRE PETE CORP
COM
292034303
87350
17094
SH
SOLE
0
0
0
17094
EQUIFAX INC
COM
294429105
267520
1000
SH
SOLE
0
0
0
1000
EXXON MOBIL CORP
COM
30231G102
1190396
10241
SH
SOLE
0
0
0
10241
FIFTH THIRD BANCORP
COM
316773100
201976
5428
SH
SOLE
0
0
0
5428
GENERAL ELECTRIC CO
COM NEW
369604301
219272
1249
SH
SOLE
0
0
0
1249
HERSHEY CO
COM
427866108
291750
1500
SH
SOLE
0
0
0
1500
HOME DEPOT INC
COM
437076102
937399
2444
SH
SOLE
0
0
0
2444
ILLINOIS TOOL WKS INC
COM
452308109
232105
865
SH
SOLE
0
0
0
865
INTEL CORP
COM
458140100
266127
6025
SH
SOLE
0
0
0
6025
INTERNATIONAL BUSINESS MACHS
COM
459200101
402926
2110
SH
SOLE
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0
0
2110
INVESCO QQQ TR
UNIT SER 1
46090E103
8391918
18900
SH
SOLE
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0
0
18900
ISHARES GOLD TR
ISHARES NEW
464285204
2155617
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SH
SOLE
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ISHARES TR
RUS 1000 VAL ETF
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SOLE
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ISHARES TR
CORE S&P SCP ETF
464287804
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SH
SOLE
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ISHARES TR
CORE S&P US VLU
464287663
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SOLE
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ISHARES TR
RUS 1000 ETF
464287622
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14968
SH
SOLE
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ISHARES TR
RUS MID CAP ETF
464287499
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SH
SOLE
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0
0
64254
ISHARES TR
RUS 1000 GRW ETF
464287614
45584703
135246
SH
SOLE
0
0
0
135246
ISHARES TR
CORE S&P MCP ETF
464287507
37654175
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SH
SOLE
0
0
0
619924
ISHARES TR
RUS MD CP GR ETF
464287481
1897578
16625
SH
SOLE
0
0
0
16625
ISHARES TR
CORE S&P500 ETF
464287200
18262928
34738
SH
SOLE
0
0
0
34738
ISHARES TR
MSCI INDIA ETF
46429B598
244175
4733
SH
SOLE
0
0
0
4733
JOHNSON & JOHNSON
COM
478160104
854701
5403
SH
SOLE
0
0
0
5403
JPMORGAN CHASE & CO
COM
46625H100
922382
4605
SH
SOLE
0
0
0
4605
MARATHON PETE CORP
COM
56585A102
201500
1000
SH
SOLE
0
0
0
1000
MASTERCARD INCORPORATED
CL A
57636Q104
316391
657
SH
SOLE
0
0
0
657
MCDONALDS CORP
COM
580135101
2297648
8149
SH
SOLE
0
0
0
8149
MERCK & CO INC
COM
58933Y105
825653
6257
SH
SOLE
0
0
0
6257
META PLATFORMS INC
CL A
30303M102
2060113
4243
SH
SOLE
0
0
0
4243
MICRON TECHNOLOGY INC
COM
595112103
285689
2423
SH
SOLE
0
0
0
2423
MICROSOFT CORP
COM
594918104
12899361
30660
SH
SOLE
0
0
0
30660
MODERNA INC
COM
60770K107
220579
2070
SH
SOLE
0
0
0
2070
NETFLIX INC
COM
64110L106
634660
1045
SH
SOLE
0
0
0
1045
NOVO-NORDISK A S
ADR
670100205
211988
1651
SH
SOLE
0
0
0
1651
NVIDIA CORPORATION
COM
67066G104
5896093
6525
SH
SOLE
0
0
0
6525
ORACLE CORP
COM
68389X105
2065027
16440
SH
SOLE
0
0
0
16440
PEPSICO INC
COM
713448108
1163503
6648
SH
SOLE
0
0
0
6648
PFIZER INC
COM
717081103
760605
27409
SH
SOLE
0
0
0
27409
PNC FINL SVCS GROUP INC
COM
693475105
222200
1375
SH
SOLE
0
0
0
1375
PROCTER AND GAMBLE CO
COM
742718109
444403
2739
SH
SOLE
0
0
0
2739
QUALCOMM INC
COM
747525103
508981
3006
SH
SOLE
0
0
0
3006
SALESFORCE INC
COM
79466L302
330696
1098
SH
SOLE
0
0
0
1098
SANDY SPRING BANCORP INC
COM
800363103
317543
13699
SH
SOLE
0
0
0
13699
SCHWAB STRATEGIC TR
SCHWB FDT INT LG
808524755
19031378
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SH
SOLE
0
0
0
534439
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
43755565
471911
SH
SOLE
0
0
0
471911
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
28769022
356803
SH
SOLE
0
0
0
356803
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
9566804
117485
SH
SOLE
0
0
0
117485
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
4105959
54040
SH
SOLE
0
0
0
54040
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
486941
2648
SH
SOLE
0
0
0
2648
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
275983
1325
SH
SOLE
0
0
0
1325
SHOPIFY INC
CL A
82509L107
541965
7023
SH
SOLE
0
0
0
7023
SOUTHERN CO
COM
842587107
237388
3309
SH
SOLE
0
0
0
3309
SPDR GOLD TR
GOLD SHS
78463V107
1640823
7976
SH
SOLE
0
0
0
7976
SPDR S&P 500 ETF TR
TR UNIT
78462F103
12333288
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SH
SOLE
0
0
0
23579
SPDR SER TR
S&P DIVID ETF
78464A763
443468
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SH
SOLE
0
0
0
3379
SPROTT PHYSICAL GOLD TR
UNIT
85207H104
301626
17435
SH
SOLE
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0
0
17435
SPROTT PHYSICAL SILVER TR
TR UNIT
85207K107
670006
80821
SH
SOLE
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80821
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
202442
1488
SH
SOLE
0
0
0
1488
TESLA INC
COM
88160R101
1761592
10021
SH
SOLE
0
0
0
10021
THE LION ELECTRIC COMPANY
COMMON STOCK
536221104
15506
10920
SH
SOLE
0
0
0
10920
VANECK ETF TRUST
PHARMACEUTCL ETF
92189F692
271647
2995
SH
SOLE
0
0
0
2995
VANGUARD INDEX FDS
VALUE ETF
922908744
68136844
418377
SH
SOLE
0
0
0
418377
VANGUARD INDEX FDS
MID CAP ETF
922908629
63972808
256035
SH
SOLE
0
0
0
256035
VANGUARD INDEX FDS
SMALL CP ETF
922908751
4145746
18136
SH
SOLE
0
0
0
18136
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
64877511
249625
SH
SOLE
0
0
0
249625
VANGUARD INDEX FDS
GROWTH ETF
922908736
54875544
159429
SH
SOLE
0
0
0
159429
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
53490204
111276
SH
SOLE
0
0
0
111276
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
92206C730
2069809
8685
SH
SOLE
0
0
0
8685
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
92206C680
50464956
582266
SH
SOLE
0
0
0
582266
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1277540
6996
SH
SOLE
0
0
0
6996
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
13131998
261750
SH
SOLE
0
0
0
261750
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
204594
1691
SH
SOLE
0
0
0
1691
VANGUARD WORLD FD
INF TECH ETF
92204A702
260073
496
SH
SOLE
0
0
0
496
VERIZON COMMUNICATIONS INC
COM
92343V104
343995
8198
SH
SOLE
0
0
0
8198
VISA INC
COM CL A
92826C839
550377
1972
SH
SOLE
0
0
0
1972
WALMART INC
COM
931142103
258189
4291
SH
SOLE
0
0
0
4291
WISDOMTREE TR
US LARGECAP DIVD
97717W307
3227615
44710
SH
SOLE
0
0
0
44710
WISDOMTREE TR
US AI ENHANCED
97717W406
583199
5730
SH
SOLE
0
0
0
5730