PIERSHALE FINANCIAL GROUP, INC. Information

407 E. CONGRESS PARKWAY SUITE C, CRYSTAL LAKE, Illinois, 60014, (815) 455-6453

Report Date: 12/31/2013

Position Statistics

Total Positions 173
New Positions 42
Increased Positions 64
Decreased Positions 46
Positions with Activity 110
Sold Out Positions 20
Total Mkt Value (in $ millions) 72

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

Sector Weighting

Basic Materials 4.31%
Capital Goods 4.78%
Conglomerates 0%
Consumer Cyclical 5.1%
Consumer/Non-Cyclical 5.82%
Energy 9.77%
Financial 45.8%
Healthcare 5.48%
Services 8.63%
Technology 5.28%
Transportation 0.05%
Utilities 4.94%

173 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
POWERSHARES GLOBAL ETF TRUST SOVEREIGN DEBT 17,196 7,730 81.66 608,928
PILGRIMS PRIDE CORP NEW COM 4,130 4,130 New 184,776
RYDEX ETF TRUST GUG S&P500 EQ WT 4,005 -1,008 (20.11) 55,099
SCHWAB STRATEGIC TR US MID-CAP ETF 3,790 -891 (19.03) 99,617
SCHWAB STRATEGIC TR US SML CAP ETF 3,752 -1,120 (22.99) 71,655
SCHWAB STRATEGIC TR INTL EQTY ETF 3,617 -1,171 (24.46) 114,270
CVR ENERGY INC COM 3,606 3,606 New 75,087
ENBRIDGE INC COM 3,491 3,491 New 74,348
OSHKOSH CORP COM 3,447 3,447 New 60,466
OMNIVISION TECHNOLOGIES INC COM 3,399 3,399 New 178,607
JOY GLOBAL INC COM 3,311 3,311 New 53,788
AMGEN INC COM 3,252 3,252 New 28,165
HOLLYFRONTIER CORP COM 3,231 3,231 New 63,601
AGRIUM INC COM 3,106 3,106 New 33,361
TEAM HEALTH HOLDINGS INC COM 2,762 2,762 New 62,702
COACH INC COM 2,646 2,646 New 53,470
AT&T INC COM 462 -241 (34.31) 12,819
SPDR SERIES TRUST BRC CNV SECS ETF 277 277 New 5,781
ABBVIE INC COM 236 .06 4,856
SCHEIN HENRY INC COM 208 New 1,830