NADLER FINANCIAL GROUP, INC. Information

155 N PFINGSTEN ROAD, DEERFIELD, Illinois, 60015, (847) 940-4040

Report Date: 12/31/2014

Position Statistics

Total Positions 90
New Positions 11
Increased Positions 49
Decreased Positions 36
Positions with Activity 85
Sold Out Positions 4
Total Mkt Value (in $ millions) 199

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.05%
Capital Goods 0.12%
Conglomerates
Consumer Cyclical 0.54%
Consumer/Non-Cyclical 1.56%
Energy 0.63%
Financial 84.39%
Healthcare 2.65%
Services 3.38%
Technology 5.78%
Transportation 0.55%
Utilities 0.24%

90 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR RUS 1000 VAL ETF 29,694 1,614 5.75 282,637
ISHARES TR RUS 1000 GRW ETF 28,553 1,554 5.76 284,335
SPDR S&P 500 ETF TR TR UNIT 21,166 -481 (2.22) 100,473
WISDOMTREE TR DIV EX-FINL FD 15,561 294 1.93 201,308
VANGUARD INDEX FDS MID CAP ETF 14,528 14,528 New 113,165
VANGUARD INDEX FDS TOTAL STK MKT 12,804 3,442 36.77 117,442
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 9,767 -1,104 (10.15) 117,954
VANGUARD INDEX FDS VALUE ETF 7,783 2,832 57.20 91,205
APPLE INC COM 7,048 -80 (1.13) 54,863
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 5,555 -6,389 (53.49) 137,170
WISDOMTREE TR LARGECAP DIVID 3,465 47 1.36 46,184
SPDR SERIES TRUST S&P DIVID ETF 2,388 -108 (4.32) 30,123
WALGREENS BOOTS ALLIANCE INC COM 2,345 20 .85 28,223
POWERSHARES QQQ TRUST UNIT SER 1 1,737 -43 (2.42) 16,026
ISHARES TR RUS MID-CAP ETF 1,724 1,463 559.32 9,936
SCHWAB STRATEGIC TR US LCAP VA ETF 1,565 724 86.17 35,285
SCHWAB STRATEGIC TR US LCAP GR ETF 1,444 411 39.78 26,523
EXXON MOBIL CORP COM 1,250 -82 (6.14) 14,120
BERKSHIRE HATHAWAY INC DEL CL B NEW 1,194 24 2.02 8,098
ORACLE CORP COM 1,184 2 .16 27,014