Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NADLER FINANCIAL GROUP INC | 04-26-2024 | 03-31-2024 | 115 | 811,137,963 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABBVIE INC | COM | 51 | $1,780,904 | 9,780 | 0.00 | 0.00 | -36 | -0.37 | 03-31-2024 |
| TESLA INC | COM | 52 | $1,761,592 | 10,021 | 0.00 | 0.00 | -375 | -3.61 | 03-31-2024 |
| SPDR GOLD TR | GOLD SHS | 53 | $1,640,823 | 7,976 | 0.00 | 0.00 | 140 | 1.79 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 54 | $1,277,540 | 6,996 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
