PIERSHALE FINANCIAL GROUP, INC. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 193
New Positions 32
Increased Positions 87
Decreased Positions 34
Positions with Activity 121
Sold Out Positions 24
Total Mkt Value (in $ millions) 157

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

Sector Weighting

Basic Materials 0.02%
Capital Goods 2.96%
Conglomerates 0%
Consumer Cyclical 1.49%
Consumer/Non-Cyclical 3%
Energy 2.22%
Financial 80.51%
Healthcare 1.87%
Services 3.54%
Technology 2.84%
Transportation 0.1%
Utilities 1.42%

121 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MARKET VECTORS ETF TR HG YLD MUN ETF 16,381 1,197 7.88 527,739
ISHARES MBS ETF 16,231 16,231 New 148,022
ISHARES NAT AMT FREE BD 15,984 15,984 New 145,399
SCHWAB STRATEGIC TR US LCAP GR ETF 15,089 8,320 122.90 274,799
POWERSHARES QQQ TRUST UNIT SER 1 15,009 8,023 114.83 137,222
SCHWAB STRATEGIC TR US LRG CAP ETF 14,582 7,909 118.54 287,265
RYDEX ETF TRUST GUG RUSS TOP 50 14,233 14,233 New 97,488
SCHWAB STRATEGIC TR US LCAP VA ETF 13,931 7,337 111.27 312,997
AT&T INC COM 2,546 151 6.32 73,497
BOEING CO COM 2,456 175 7.70 15,967
PUBLIC STORAGE COM 2,449 178 7.85 12,399
KRAFT FOODS GROUP INC COM 2,309 164 7.65 36,189
ITC HLDGS CORP COM 2,151 155 7.75 56,161
PRICE T ROWE GROUP INC COM 2,142 155 7.81 25,692
FORD MTR CO DEL COM PAR $0.01 2,083 163 8.47 125,722
COCA COLA ENTERPRISES INC NEW COM 2,068 148 7.69 44,559
INTEL CORP COM 2,053 154 8.13 60,289
CUMMINS INC COM 2,015 37 1.89 14,046
LAZARD LTD SHS A 1,988 157 8.55 38,440
BAXTER INTL INC COM 1,986 142 7.71 28,387