0001541787-23-000002.txt : 20230130 0001541787-23-000002.hdr.sgml : 20230130 20230130162135 ACCESSION NUMBER: 0001541787-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230130 DATE AS OF CHANGE: 20230130 EFFECTIVENESS DATE: 20230130 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: 23568061 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 12-31-2022 12-31-2022 Nadler Financial Group, Inc.
155 N PFINGSTEN ROAD SUITE 160 DEERFIELD IL 60015
13F HOLDINGS REPORT 028-14666 N
Michael Nadler President 847-940-4040 Michael Nadler Deerfield IL 01-30-2023 0 112 572804713 false
INFORMATION TABLE 2 NadlerFinancialGroup_13f.xml ABBOTT LABS COM 002824100 1733903 15793 SH SOLE 0 0 0 15793 ABBVIE INC COM 00287Y109 2454170 15186 SH SOLE 0 0 0 15186 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 359445 20575 SH SOLE 0 0 0 20575 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 558152 16240 SH SOLE 0 0 0 16240 ALLSTATE CORP COM 020002101 536434 3956 SH SOLE 0 0 0 3956 ALPHABET INC CAP STK CL A 02079K305 534674 6060 SH SOLE 0 0 0 6060 ALPHABET INC CAP STK CL C 02079K107 2536170 28583 SH SOLE 0 0 0 28583 ALTRIA GROUP INC COM 02209S103 241246 5278 SH SOLE 0 0 0 5278 AMAZON COM INC COM 023135106 3211404 38231 SH SOLE 0 0 0 38231 AMGEN INC COM 031162100 372935 1420 SH SOLE 0 0 0 1420 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 511220 14256 SH SOLE 0 0 0 14256 APPLE INC COM 037833100 21951795 168951 SH SOLE 0 0 0 168951 AT&T INC COM 00206R102 529003 28735 SH SOLE 0 0 0 28735 AVALON GLOBOCARE CORP COM 05344R104 5200 10000 SH SOLE 0 0 0 10000 BANK AMERICA CORP COM 060505104 395451 11940 SH SOLE 0 0 0 11940 BAXTER INTL INC COM 071813109 211712 4154 SH SOLE 0 0 0 4154 BECTON DICKINSON & CO COM 075887109 243619 958 SH SOLE 0 0 0 958 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4031454 13051 SH SOLE 0 0 0 13051 BOEING CO COM 097023105 242684 1274 SH SOLE 0 0 0 1274 BRISTOL-MYERS SQUIBB CO COM 110122108 206291 2867 SH SOLE 0 0 0 2867 CAPITAL ONE FINL CORP COM 14040H105 3917985 42147 SH SOLE 0 0 0 42147 CATERPILLAR INC COM 149123101 327718 1368 SH SOLE 0 0 0 1368 CBOE GLOBAL MKTS INC COM 12503M108 298995 2383 SH SOLE 0 0 0 2383 CHEVRON CORP NEW COM 166764100 403760 2249 SH SOLE 0 0 0 2249 CISCO SYS INC COM 17275R102 431572 9059 SH SOLE 0 0 0 9059 COCA COLA CO COM 191216100 533752 8391 SH SOLE 0 0 0 8391 CONSOLIDATED EDISON INC COM 209115104 241611 2535 SH SOLE 0 0 0 2535 COSTCO WHSL CORP NEW COM 22160K105 1334132 2923 SH SOLE 0 0 0 2923 CYBIN INC COM 23256X100 12983 43700 SH SOLE 0 0 0 43700 DANAHER CORPORATION COM 235851102 315319 1188 SH SOLE 0 0 0 1188 DEERE & CO COM 244199105 952692 2222 SH SOLE 0 0 0 2222 DISNEY WALT CO COM 254687106 810408 9328 SH SOLE 0 0 0 9328 DOMINION ENERGY INC COM 25746U109 285015 4648 SH SOLE 0 0 0 4648 ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 259366 5888 SH SOLE 0 0 0 5888 EXELON CORP COM 30161N101 231737 5361 SH SOLE 0 0 0 5361 EXXON MOBIL CORP COM 30231G102 1131544 10259 SH SOLE 0 0 0 10259 FIFTH THIRD BANCORP COM 316773100 205128 6252 SH SOLE 0 0 0 6252 GILEAD SCIENCES INC COM 375558103 226644 2640 SH SOLE 0 0 0 2640 GLOBAL X FDS AUTONMOUS EV ETF 37954Y624 284836 14335 SH SOLE 0 0 0 14335 HERSHEY CO COM 427866108 347355 1500 SH SOLE 0 0 0 1500 HOME DEPOT INC COM 437076102 781133 2473 SH SOLE 0 0 0 2473 INTERNATIONAL BUSINESS MACHS COM 459200101 292206 2074 SH SOLE 0 0 0 2074 INVESCO QQQ TR UNIT SER 1 46090E103 4849295 18211 SH SOLE 0 0 0 18211 ISHARES GOLD TR ISHARES NEW 464285204 2334445 67489 SH SOLE 0 0 0 67489 ISHARES TR CORE S&P MCP ETF 464287507 572070 2365 SH SOLE 0 0 0 2365 ISHARES TR CORE S&P SCP ETF 464287804 291586 3081 SH SOLE 0 0 0 3081 ISHARES TR CORE S&P500 ETF 464287200 12535792 32627 SH SOLE 0 0 0 32627 ISHARES TR RUS 1000 ETF 464287622 3056329 14518 SH SOLE 0 0 0 14518 ISHARES TR RUS 1000 VAL ETF 464287598 36850212 242995 SH SOLE 0 0 0 242995 ISHARES TR RUS 1000 GRW ETF 464287614 30893958 144203 SH SOLE 0 0 0 144203 ISHARES TR RUS MID CAP ETF 464287499 3960057 58711 SH SOLE 0 0 0 58711 ISHARES TR RUS MD CP GR ETF 464287481 1389850 16625 SH SOLE 0 0 0 16625 ISHARES TR RUS MDCP VAL ETF 464287473 1766552 16770 SH SOLE 0 0 0 16770 JOHNSON & JOHNSON COM 478160104 951614 5387 SH SOLE 0 0 0 5387 JPMORGAN CHASE & CO COM 46625H100 621017 4631 SH SOLE 0 0 0 4631 LILLY ELI & CO COM 532457108 599978 1640 SH SOLE 0 0 0 1640 LOTTERY COM INC COM 54570M108 7642 43300 SH SOLE 0 0 0 43300 MASTERCARD INCORPORATED CL A 57636Q104 213506 614 SH SOLE 0 0 0 614 MCDONALDS CORP COM 580135101 2003476 7602 SH SOLE 0 0 0 7602 MERCK & CO INC COM 58933Y105 744422 6710 SH SOLE 0 0 0 6710 META PLATFORMS INC CL A 30303M102 509399 4233 SH SOLE 0 0 0 4233 MICROSOFT CORP COM 594918104 7416699 30926 SH SOLE 0 0 0 30926 MODERNA INC COM 60770K107 253444 1411 SH SOLE 0 0 0 1411 NETFLIX INC COM 64110L106 301367 1022 SH SOLE 0 0 0 1022 NVIDIA CORPORATION COM 67066G104 981664 6717 SH SOLE 0 0 0 6717 ORACLE CORP COM 68389X105 1318607 16132 SH SOLE 0 0 0 16132 PEPSICO INC COM 713448108 1245147 6892 SH SOLE 0 0 0 6892 PFIZER INC COM 717081103 1586649 30965 SH SOLE 0 0 0 30965 PHILIP MORRIS INTL INC COM 718172109 201801 1994 SH SOLE 0 0 0 1994 PNC FINL SVCS GROUP INC COM 693475105 215588 1365 SH SOLE 0 0 0 1365 PORCH GROUP INC COM 733245104 20964 11151 SH SOLE 0 0 0 11151 PROCTER AND GAMBLE CO COM 742718109 443010 2923 SH SOLE 0 0 0 2923 PROSHARES TR SHT 7-10 YR TR 74348A608 294436 10277 SH SOLE 0 0 0 10277 PROSHARES TR SHRT HGH YIELD 74347R131 690308 36332 SH SOLE 0 0 0 36332 PROSHARES TR SHRT 20+YR TRE 74347X849 383836 16924 SH SOLE 0 0 0 16924 QUALCOMM INC COM 747525103 363888 3310 SH SOLE 0 0 0 3310 SAB BIOTHERAPEUTICS INC COM 78397T103 8111 13750 SH SOLE 0 0 0 13750 SANDY SPRING BANCORP INC COM 800363103 482616 13699 SH SOLE 0 0 0 13699 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 25754615 463546 SH SOLE 0 0 0 463546 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 24309195 368210 SH SOLE 0 0 0 368210 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 25471183 337188 SH SOLE 0 0 0 337188 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 10157814 349426 SH SOLE 0 0 0 349426 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 32420289 494136 SH SOLE 0 0 0 494136 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 342016 2648 SH SOLE 0 0 0 2648 SHOPIFY INC CL A 82509L107 243317 7010 SH SOLE 0 0 0 7010 SOUTHERN CO COM 842587107 264288 3701 SH SOLE 0 0 0 3701 SPDR GOLD TR GOLD SHS 78463V107 1330147 7841 SH SOLE 0 0 0 7841 SPDR S&P 500 ETF TR TR UNIT 78462F103 9336243 24413 SH SOLE 0 0 0 24413 SPDR SER TR S&P DIVID ETF 78464A763 805741 6440 SH SOLE 0 0 0 6440 SPROTT PHYSICAL GOLD TR UNIT 85207H104 222357 15770 SH SOLE 0 0 0 15770 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 554643 67311 SH SOLE 0 0 0 67311 TESLA INC COM 88160R101 1310882 10642 SH SOLE 0 0 0 10642 UNITED PARCEL SERVICE INC CL B 911312106 213128 1226 SH SOLE 0 0 0 1226 VANECK ETF TRUST PHARMACEUTCL ETF 92189F692 342448 4405 SH SOLE 0 0 0 4405 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 254995 3387 SH SOLE 0 0 0 3387 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1770968 13095 SH SOLE 0 0 0 13095 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 35004492 99631 SH SOLE 0 0 0 99631 VANGUARD INDEX FDS VALUE ETF 922908744 56017980 399074 SH SOLE 0 0 0 399074 VANGUARD INDEX FDS MID CAP ETF 922908629 48913993 239998 SH SOLE 0 0 0 239998 VANGUARD INDEX FDS SMALL CP ETF 922908751 3222228 17556 SH SOLE 0 0 0 17556 VANGUARD INDEX FDS GROWTH ETF 922908736 27660010 129792 SH SOLE 0 0 0 129792 VANGUARD INDEX FDS TOTAL STK MKT 922908769 45252552 236689 SH SOLE 0 0 0 236689 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 30166353 547285 SH SOLE 0 0 0 547285 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 969714 6386 SH SOLE 0 0 0 6386 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 7703166 183540 SH SOLE 0 0 0 183540 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 249999 1305 SH SOLE 0 0 0 1305 VERIZON COMMUNICATIONS INC COM 92343V104 386790 9817 SH SOLE 0 0 0 9817 VISA INC COM CL A 92826C839 392474 1889 SH SOLE 0 0 0 1889 WALGREENS BOOTS ALLIANCE INC COM 931427108 254123 6802 SH SOLE 0 0 0 6802 WILLIAMS SONOMA INC COM 969904101 2588458 22524 SH SOLE 0 0 0 22524 WISDOMTREE TR US AI ENHANCED 97717W406 1041525 11345 SH SOLE 0 0 0 11345 WISDOMTREE TR US LARGECAP DIVD 97717W307 3024399 48820 SH SOLE 0 0 0 48820