0001541787-22-000008.txt : 20221031 0001541787-22-000008.hdr.sgml : 20221031 20221031170820 ACCESSION NUMBER: 0001541787-22-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221031 DATE AS OF CHANGE: 20221031 EFFECTIVENESS DATE: 20221031 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Nadler Financial Group, Inc. CENTRAL INDEX KEY: 0001541787 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: 221346992 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 13F-HR LIVE false true false 0001541787 XXXXXXXX 09-30-2022 09-30-2022 Nadler Financial Group, Inc.
155 N PFINGSTEN ROAD SUITE 160 DEERFIELD IL 60015
13F HOLDINGS REPORT 028-14666 N
Meg Kamberis COO 847-940-4040 Michael Nadler Deerfield IL 10-31-2022 0 525559 101 false
INFORMATION TABLE 2 NadlerFinancialGroup_13f.xml ABBOTT LABS COM 002824100 1605 16589 SH SOLE 0 0 0 16589 ABBVIE INC COM 00287Y109 2145 15979 SH SOLE 0 0 0 15979 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 473 29710 SH SOLE 0 0 0 29710 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 569 16239 SH SOLE 0 0 0 16239 ALLSTATE CORP COM 020002101 532 4271 SH SOLE 0 0 0 4271 ALPHABET INC CAP STK CL A 02079K305 570 5960 SH SOLE 0 0 0 5960 ALPHABET INC CAP STK CL C 02079K107 2733 28425 SH SOLE 0 0 0 28425 ALTRIA GROUP INC COM 02209S103 213 5267 SH SOLE 0 0 0 5267 AMAZON COM INC COM 023135106 4192 37098 SH SOLE 0 0 0 37098 AMGEN INC COM 031162100 319 1415 SH SOLE 0 0 0 1415 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 456 14256 SH SOLE 0 0 0 14256 APPLE INC COM 037833100 23219 168010 SH SOLE 0 0 0 168010 AT&T INC COM 00206R102 326 21263 SH SOLE 0 0 0 21263 AVALON GLOBOCARE CORP COM 05344R104 6 10000 SH SOLE 0 0 0 10000 BAXTER INTL INC COM 071813109 243 4510 SH SOLE 0 0 0 4510 BECTON DICKINSON & CO COM 075887109 213 958 SH SOLE 0 0 0 958 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3223 12071 SH SOLE 0 0 0 12071 BK OF AMERICA CORP COM 060505104 360 11919 SH SOLE 0 0 0 11919 BRISTOL-MYERS SQUIBB CO COM 110122108 202 2843 SH SOLE 0 0 0 2843 CAPITAL ONE FINL CORP COM 14040H105 3885 42147 SH SOLE 0 0 0 42147 CATERPILLAR INC COM 149123101 224 1365 SH SOLE 0 0 0 1365 CBOE GLOBAL MKTS INC COM 12503M108 296 2520 SH SOLE 0 0 0 2520 CHEVRON CORP NEW COM 166764100 322 2239 SH SOLE 0 0 0 2239 CISCO SYS INC COM 17275R102 360 9010 SH SOLE 0 0 0 9010 COCA COLA CO COM 191216100 477 8506 SH SOLE 0 0 0 8506 CONSOLIDATED EDISON INC COM 209115104 217 2535 SH SOLE 0 0 0 2535 COSTCO WHSL CORP NEW COM 22160K105 1394 2953 SH SOLE 0 0 0 2953 CYBIN INC COM 23256X100 21 43700 SH SOLE 0 0 0 43700 DANAHER CORPORATION COM 235851102 359 1388 SH SOLE 0 0 0 1388 DEERE & CO COM 244199105 739 2214 SH SOLE 0 0 0 2214 DISNEY WALT CO COM 254687106 868 9205 SH SOLE 0 0 0 9205 DOMINION ENERGY INC COM 25746U109 321 4648 SH SOLE 0 0 0 4648 ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 293 6753 SH SOLE 0 0 0 6753 EXXON MOBIL CORP COM 30231G102 911 10432 SH SOLE 0 0 0 10432 FIFTH THIRD BANCORP COM 316773100 228 7130 SH SOLE 0 0 0 7130 GLOBAL X FDS AUTONMOUS EV ETF 37954Y624 288 14335 SH SOLE 0 0 0 14335 HERSHEY CO COM 427866108 331 1500 SH SOLE 0 0 0 1500 HOME DEPOT INC COM 437076102 682 2472 SH SOLE 0 0 0 2472 INTERNATIONAL BUSINESS MACHS COM 459200101 246 2074 SH SOLE 0 0 0 2074 INVESCO QQQ TR UNIT SER 1 46090E103 4633 17333 SH SOLE 0 0 0 17333 ISHARES GOLD TR ISHARES NEW 464285204 52455 1663638 SH SOLE 0 0 0 1663638 ISHARES TR RUS 1000 VAL ETF 464287598 32850 241559 SH SOLE 0 0 0 241559 ISHARES TR RUS MDCP VAL ETF 464287473 1545 16090 SH SOLE 0 0 0 16090 ISHARES TR CORE S&P SCP ETF 464287804 269 3081 SH SOLE 0 0 0 3081 ISHARES TR CORE S&P500 ETF 464287200 6765 18863 SH SOLE 0 0 0 18863 ISHARES TR RUS MD CP GR ETF 464287481 1304 16625 SH SOLE 0 0 0 16625 ISHARES TR CORE S&P MCP ETF 464287507 519 2365 SH SOLE 0 0 0 2365 ISHARES TR RUS MID CAP ETF 464287499 3637 58521 SH SOLE 0 0 0 58521 ISHARES TR RUS 1000 GRW ETF 464287614 28515 135529 SH SOLE 0 0 0 135529 ISHARES TR RUS 1000 ETF 464287622 1309 6632 SH SOLE 0 0 0 6632 JOHNSON & JOHNSON COM 478160104 878 5372 SH SOLE 0 0 0 5372 JPMORGAN CHASE & CO COM 46625H100 534 5112 SH SOLE 0 0 0 5112 LILLY ELI & CO COM 532457108 508 1570 SH SOLE 0 0 0 1570 LOTTERY COM INC COM 54570M108 10 43300 SH SOLE 0 0 0 43300 MCDONALDS CORP COM 580135101 1816 7872 SH SOLE 0 0 0 7872 MERCK & CO INC COM 58933Y105 580 6732 SH SOLE 0 0 0 6732 META PLATFORMS INC CL A 30303M102 552 4072 SH SOLE 0 0 0 4072 MICROSOFT CORP COM 594918104 7183 30841 SH SOLE 0 0 0 30841 NETFLIX INC COM 64110L106 241 1022 SH SOLE 0 0 0 1022 NVIDIA CORPORATION COM 67066G104 916 7542 SH SOLE 0 0 0 7542 ORACLE CORP COM 68389X105 993 16260 SH SOLE 0 0 0 16260 PEPSICO INC COM 713448108 1141 6990 SH SOLE 0 0 0 6990 PFIZER INC COM 717081103 1354 30944 SH SOLE 0 0 0 30944 PNC FINL SVCS GROUP INC COM 693475105 204 1365 SH SOLE 0 0 0 1365 PORCH GROUP INC COM 733245104 23 10151 SH SOLE 0 0 0 10151 PROCTER AND GAMBLE CO COM 742718109 352 2788 SH SOLE 0 0 0 2788 PROSHARES TR SHRT HGH YIELD 74347R131 425 21217 SH SOLE 0 0 0 21217 PROSHARES TR SHRT 20+YR TRE 74347X849 283 12705 SH SOLE 0 0 0 12705 PTC THERAPEUTICS INC COM 69366J200 248 4939 SH SOLE 0 0 0 4939 QUALCOMM INC COM 747525103 387 3428 SH SOLE 0 0 0 3428 SANDY SPRING BANCORP INC COM 800363103 483 13699 SH SOLE 0 0 0 13699 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 6463 256978 SH SOLE 0 0 0 256978 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 13809 207875 SH SOLE 0 0 0 207875 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 22173 397303 SH SOLE 0 0 0 397303 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 28507 470954 SH SOLE 0 0 0 470954 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 19542 333991 SH SOLE 0 0 0 333991 SOUTHERN CO COM 842587107 252 3701 SH SOLE 0 0 0 3701 SPDR GOLD TR GOLD SHS 78463V107 4402 28462 SH SOLE 0 0 0 28462 SPDR S&P 500 ETF TR TR UNIT 78462F103 8691 24332 SH SOLE 0 0 0 24332 SPDR SER TR S&P DIVID ETF 78464A763 717 6426 SH SOLE 0 0 0 6426 SPROTT PHYSICAL GOLD TR UNIT 85207H104 206 16060 SH SOLE 0 0 0 16060 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 449 67821 SH SOLE 0 0 0 67821 TESLA INC COM 88160R101 2552 9621 SH SOLE 0 0 0 9621 UNITED STS COMMODITY INDEX F CM REP COPP FD 911718104 693 33907 SH SOLE 0 0 0 33907 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 253 3384 SH SOLE 0 0 0 3384 VANGUARD INDEX FDS GROWTH ETF 922908736 23285 108835 SH SOLE 0 0 0 108835 VANGUARD INDEX FDS SMALL CP ETF 922908751 2804 16406 SH SOLE 0 0 0 16406 VANGUARD INDEX FDS MID CAP ETF 922908629 41377 220116 SH SOLE 0 0 0 220116 VANGUARD INDEX FDS VALUE ETF 922908744 44275 358559 SH SOLE 0 0 0 358559 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1595 13095 SH SOLE 0 0 0 13095 VANGUARD INDEX FDS TOTAL STK MKT 922908769 28091 156522 SH SOLE 0 0 0 156522 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 26475 80644 SH SOLE 0 0 0 80644 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 28116 518652 SH SOLE 0 0 0 518652 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 937 6936 SH SOLE 0 0 0 6936 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 4627 127245 SH SOLE 0 0 0 127245 VERIZON COMMUNICATIONS INC COM 92343V104 371 9777 SH SOLE 0 0 0 9777 VISA INC COM CL A 92826C839 349 1964 SH SOLE 0 0 0 1964 WALGREENS BOOTS ALLIANCE INC COM 931427108 210 6677 SH SOLE 0 0 0 6677 WILLIAMS SONOMA INC COM 969904101 3715 31524 SH SOLE 0 0 0 31524 WISDOMTREE TR US AI ENHANCED 97717W406 1001 12265 SH SOLE 0 0 0 12265 WISDOMTREE TR US LARGECAP DIVD 97717W307 2649 47930 SH SOLE 0 0 0 47930