Deerfield, IL, based Investment company Nadler Financial Group, Inc. (Current Portfolio) buys Vanguard Small Cap ETF, BTC iShares Russell Mid-Cap Growth ETF, CSIM Schwab US Dividend Equity ETF, BTC iShares Core S&P 500 ETF, Roku Inc, sells Shopify Inc, Netflix Inc, Alibaba Group Holding, Kimberly-Clark Corp during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Nadler Financial Group, Inc.. As of 2020Q4, Nadler Financial Group, Inc. owns 106 stocks with a total value of $511 million. These are the details of the buys and sells.
- New Purchases: ROKU, IWB, MRNA, SBUX, TTD, UPS, CF, INDA, PM, PINS, PNC, RWO, VWO,
- Added Positions: VB, IAU, VO, VOO, VTI, VTV, SCHV, SCHM, SCHG, IWD, IWP, VONG, SCHD, IVV, IWR, PEP, IWS, VOE, (TSLA), PFE, (BA), QCOM, (NVDA), IJH, IEMG, HD, D, COST, PG, LLY, EW, BMY, ADSK, VHT, VZ,
- Reduced Positions: SHOP, VUG, IWF, ABT, NFLX, ABBV, GLD, DTN, VEA, CME, JPM, V, T, SDY, AMD, FSLY, FB, XOM, DIS, KO, JNJ, MRK, (BA)C, IBM, GE, WMT,
- Sold Out: (BA)(BA), KMB,
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.
- BTC iShares Gold Trust (IAU) – 3,294,124 shares, 11.69% of the total portfolio. Shares added by 4.67%
- Vanguard Mid-Cap ETF (VO) – 188,859 shares, 7.65% of the total portfolio. Shares added by 5.63%
- Vanguard Value ETF (VTV) – 327,857 shares, 7.64% of the total portfolio. Shares added by 3.96%
- BTC iShares Russell 1000 Growth ETF (IWF) – 150,697 shares, 7.11% of the total portfolio. Shares reduced by 1.01%
- BTC iShares Russell 1000 Value ETF (IWD) – 250,044 shares, 6.69% of the total portfolio. Shares added by 1.96%
New Purchase: Roku Inc (ROKU)
Nadler Financial Group, Inc. initiated holding in Roku Inc. The purchase prices were between $200 and $360.56, with an estimated average price of $264.98. The stock is now traded at around $419.330000. The impact to a portfolio due to this purchase was 0.06%. The holding were 919 shares as of 2020-12-31.
New Purchase: Starbucks Corp (SBUX)
Nadler Financial Group, Inc. initiated holding in Starbucks Corp. The purchase prices were between $85.97 and $106.98, with an estimated average price of $95.76. The stock is now traded at around $104.323700. The impact to a portfolio due to this purchase was 0.05%. The holding were 2,236 shares as of 2020-12-31.
New Purchase: United Parcel Service Inc (UPS)
Nadler Financial Group, Inc. initiated holding in United Parcel Service Inc. The purchase prices were between $155.78 and $176.54, with an estimated average price of $168.87. The stock is now traded at around $161.740000. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,526 shares as of 2020-12-31.
New Purchase: The Trade Desk Inc (TTD)
Nadler Financial Group, Inc. initiated holding in The Trade Desk Inc. The purchase prices were between $556.48 and $971.12, with an estimated average price of $762.58. The stock is now traded at around $786.150000. The impact to a portfolio due to this purchase was 0.05%. The holding were 337 shares as of 2020-12-31.
New Purchase: BTC iShares Russell 1000 ETF (IWB)
Nadler Financial Group, Inc. initiated holding in BTC iShares Russell 1000 ETF. The purchase prices were between $182.15 and $211.84, with an estimated average price of $199.16. The stock is now traded at around $217.917200. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,210 shares as of 2020-12-31.
New Purchase: Moderna Inc (MRNA)
Nadler Financial Group, Inc. initiated holding in Moderna Inc. The purchase prices were between $65.74 and $169.86, with an estimated average price of $102.11. The stock is now traded at around $153.290000. The impact to a portfolio due to this purchase was 0.05%. The holding were 2,342 shares as of 2020-12-31.
Added: Vanguard Small Cap ETF (VB)
Nadler Financial Group, Inc. added to a holding in Vanguard Small Cap ETF by 150.86%. The purchase prices were between $156.73 and $196.91, with an estimated average price of $177.14. The stock is now traded at around $206.810000. The impact to a portfolio due to this purchase was 0.73%. The holding were 32,052 shares as of 2020-12-31.
Added: BTC iShares Russell Mid-Cap Growth ETF (IWP)
Nadler Financial Group, Inc. added to a holding in BTC iShares Russell Mid-Cap Growth ETF by 154.32%. The purchase prices were between $86.47 and $104.78, with an estimated average price of $95.22. The stock is now traded at around $105.760000. The impact to a portfolio due to this purchase was 0.13%. The holding were 10,300 shares as of 2020-12-31.
Added: CSIM Schwab US Dividend Equity ETF (SCHD)
Nadler Financial Group, Inc. added to a holding in CSIM Schwab US Dividend Equity ETF by 125.96%. The purchase prices were between $54.8 and $65.16, with an estimated average price of $61.01. The stock is now traded at around $65.759100. The impact to a portfolio due to this purchase was 0.12%. The holding were 17,340 shares as of 2020-12-31.
Added: BTC iShares Core S&P 500 ETF (IVV)
Nadler Financial Group, Inc. added to a holding in BTC iShares Core S&P 500 ETF by 25.89%. The purchase prices were between $326.19 and $375.39, with an estimated average price of $355. The stock is now traded at around $385.426400. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,755 shares as of 2020-12-31.
Added: PepsiCo Inc (PEP)
Nadler Financial Group, Inc. added to a holding in PepsiCo Inc by 27.88%. The purchase prices were between $133.29 and $148.3, with an estimated average price of $142.23. The stock is now traded at around $141.325000. The impact to a portfolio due to this purchase was 0.05%. The holding were 7,670 shares as of 2020-12-31.
Added: Vanguard Mid-Cap Value ETF (VOE)
Nadler Financial Group, Inc. added to a holding in Vanguard Mid-Cap Value ETF by 31.29%. The purchase prices were between $100.82 and $119.56, with an estimated average price of $112.35. The stock is now traded at around $122.169000. The impact to a portfolio due to this purchase was 0.04%. The holding were 7,783 shares as of 2020-12-31.
Sold Out: Kimberly-Clark Corp (KMB)
Nadler Financial Group, Inc. sold out a holding in Kimberly-Clark Corp. The sale prices were between $132.59 and $154.32, with an estimated average price of $139.81.
Sold Out: Alibaba Group Holding Ltd ((BA)(BA))
Nadler Financial Group, Inc. sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $222 and $317.14, with an estimated average price of $276.59.
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