PIERSHALE FINANCIAL GROUP, INC. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 220
New Positions 60
Increased Positions 77
Decreased Positions 57
Positions with Activity 134
Sold Out Positions 28
Total Mkt Value (in $ millions) 122

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

Sector Weighting

Basic Materials 3.2%
Capital Goods 5.01%
Conglomerates 0%
Consumer Cyclical 1.97%
Consumer/Non-Cyclical 0.07%
Energy 2.32%
Financial 73.15%
Healthcare 4.43%
Services 0.74%
Technology 3.86%
Transportation 0.11%
Utilities 5.12%

220 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
POWERSHARES GLOBAL ETF TRUST SOVEREIGN DEBT 13,851 13,851 New 476,637
MARKET VECTORS ETF TR HG YLD MUN ETF 13,774 13,774 New 458,686
ISHARES IBOXX INV CP ETF 13,755 13,755 New 115,354
SCHWAB STRATEGIC TR US REIT ETF 6,812 983 16.87 188,694
SCHWAB STRATEGIC TR US LCAP VA ETF 6,732 6,717 43,672.75 155,831
ISHARES U.S. BAS MTL ETF 6,602 6,602 New 75,133
SCHWAB STRATEGIC TR US LRG CAP ETF 6,547 6,547 New 138,715
ISHARES S&P MC 400VL ETF 6,484 6,484 New 51,737
SCHWAB STRATEGIC TR US MID-CAP ETF 6,414 -51 (0.8) 161,319
ISHARES SP SMCP600VL ETF 6,162 6,162 New 54,481
ALLERGAN INC COM 2,520 -1,236 (32.9) 15,056
CISCO SYS INC COM 2,291 -852 (27.1) 88,418
NABORS INDUSTRIES LTD SHS 2,288 -879 (27.75) 79,924
MAGNA INTL INC COM 2,178 -850 (28.07) 19,746
JOY GLOBAL INC COM 2,148 -1,432 (40) 33,422
MYRIAD GENETICS INC COM 2,125 -830 (28.09) 54,791
LYONDELLBASELL INDUSTRIES N V SHS - A - 2,113 -811 (27.74) 20,914
ENBRIDGE INC COM 2,067 -975 (32.05) 42,257
CALPINE CORP COM NEW 2,063 -797 (27.86) 91,910
AECOM TECHNOLOGY CORP DELAWARE COM 2,062 -793 (27.77) 58,207


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