Nadler Financial Group, Inc.'s Q3 2022 vs. Q4 2022 13F Holdings Comparison: Notable Shifts in Company's Investment Strategy

Nadler Financial Group, Inc. Q3 2022 vs. Q4 2022 13F Holdings Comparison

Nadler Financial Group, Inc. recently released its Q3 2022 vs. Q4 2022 13F Holdings Comparison report, which included a significant shakeup of the company's holdings. The report showed notable changes in the issuer names and option types, along with changes in the number of shares and value of holdings.

The report revealed that Vanguard Index FDS was the most significant change in the company's holdings, with an increase in shares from 358,559 to 399,074, representing a 26.5% growth. The Q4 2022 value of these shares was $56,017, a significant increase from Q3 2022's $44,275.

Another significant holding for Nadler Financial Group, Inc. was IShares TR's IWD, with the number of shares increasing from 241,559 to 242,995, representing a 12.2% growth. The Q4 2022 value for IWD was $36,850, a 12.2% increase from Q3 2022's $32,850 value.

Other notable changes in holdings included Vanguard Index FDS's VO, which showed a 18.2% growth in shares, and Vanguard Index FDS's VTI, which demonstrated a 61.1% increase in shares.

In contrast, the report also showed some negative changes in holdings. For example, Nadler Financial Group, Inc.'s holding in the ISHARES GOLD TR, IAU, demonstrated a -95.5% change. In Q3 2022, the company held 1,663,638 shares of the company; however, this number decreased significantly to just 67,489 shares in Q4 2022. The Q4 2022 value of IAU was $2,334, compared to Q3 2022's $52,455.

Another holding that experienced a significant decrease in shares was Amazon.com Inc, AMZN, with a -23.4% change. In Q3 2022, Nadler Financial Group, Inc. held 37,098 shares of AMZN, but in Q4 2022, that number dropped to 38,231 shares. The Q4 2022 value of AMZN was $3,211, a decrease from Q3 2022's $4,192.

The report also revealed that Nadler Financial Group, Inc. started holding shares in some companies that it did not hold in Q3 2022. For example, the report showed that Nadler Financial Group, Inc. had acquired shares from Coca Cola Co, KO, and Visa Inc, V, in Q4 2022.

Overall, the Nadler Financial Group, Inc. Q3 2022 vs. Q4 2022 13F Holdings Comparison report reveals a significant shift in the company's holdings. The company's decision to increase holdings in some companies and decrease holdings in others is indicative of its investment strategy. This report provides useful information for investors who follow Nadler Financial Group, Inc.'s investment moves or who use the company's actions to inform their own investment decisions.