PIERSHALE FINANCIAL GROUP, INC. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 201
New Positions 32
Increased Positions 61
Decreased Positions 71
Positions with Activity 132
Sold Out Positions 45
Total Mkt Value (in $ millions) 125

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

Sector Weighting

Basic Materials 0%
Capital Goods 0.12%
Conglomerates 0%
Consumer Cyclical 0.22%
Consumer/Non-Cyclical 0.3%
Energy 0.15%
Financial 96.47%
Healthcare 0.87%
Services 1.25%
Technology 0.48%
Transportation 0.07%
Utilities 0.07%

201 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
POWERSHARES GLOBAL ETF TRUST AGG PFD PORT 16,777 16,777 New 1,138,991
SPDR SERIES TRUST NUV HGHYLD MUN 16,183 16,183 New 285,513
POWERSHARES GLOBAL ETF TRUST I-30 LAD TREAS 16,005 16,005 New 497,212
ISHARES TR RUS 2000 GRW ETF 12,494 12,494 New 81,648
SCHWAB STRATEGIC TR US LRG CAP ETF 12,268 -2,385 (16.28) 240,506
SCHWAB STRATEGIC TR US SML CAP ETF 12,097 12,052 26,610.01 208,071
SPDR DOW JONES INDL AVRG ETF UT SER 1 11,680 11,631 23,723.42 64,085
ISHARES TR SP SMCP600VL ETF 11,655 11,655 New 98,323
SCHWAB STRATEGIC TR US REIT ETF 11,376 11,376 New 294,383
AT&T INC COM 518 -2,033 (79.68) 14,938
ABBVIE INC COM 313 2 .51 4,778
WALGREENS BOOTS ALLIANCE INC COM 311 192 161.10 3,598
SCHEIN HENRY INC COM 260 New 1,830
HOME DEPOT INC COM 234 211 947.24 2,084
GENERAL MLS INC COM 234 -19 (7.5) 4,134
ABBOTT LABS COM 233 16 7.24 4,756
ILLINOIS TOOL WKS INC COM 225 New 2,319
INTERNATIONAL BUSINESS MACHS COM 172 New 1,000
BAXTER INTL INC COM 135 -1,777 (92.94) 2,003
GENERAL ELECTRIC CO COM 118 .21 4,273