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 4.36%
Capital Goods 4.76%
Conglomerates 0%
Consumer Cyclical 5.14%
Consumer/Non-Cyclical 5.75%
Energy 9.66%
Financial 45.81%
Healthcare 5.5%
Services 8.7%
Technology 5.29%
Transportation 0.05%
Utilities 4.95%

110 Activity 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 17,129 7,700 81.66 608,928
PILGRIMS PRIDE CORP NEW COM 4,061 4,061 New 184,776
RYDEX ETF TRUST GUG S&P500 EQ WT 3,998 -1,006 (20.11) 55,099
SCHWAB STRATEGIC TR US MID-CAP ETF 3,778 -888 (19.03) 99,617
SCHWAB STRATEGIC TR US SML CAP ETF 3,735 -1,115 (22.99) 71,655
SCHWAB STRATEGIC TR INTL EQTY ETF 3,604 -1,167 (24.46) 114,270
CVR ENERGY INC COM 3,528 3,528 New 75,087
ENBRIDGE INC COM 3,485 3,485 New 74,348
OSHKOSH CORP COM 3,465 3,465 New 60,466
OMNIVISION TECHNOLOGIES INC COM 3,388 3,388 New 178,607
JOY GLOBAL INC COM 3,282 3,282 New 53,788
AMGEN INC COM 3,254 3,254 New 28,165
HOLLYFRONTIER CORP COM 3,200 3,200 New 63,601
AGRIUM INC COM 3,132 3,132 New 33,361
TEAM HEALTH HOLDINGS INC COM 2,802 2,802 New 62,702
COACH INC COM 2,633 2,633 New 53,470
AT&T INC COM 463 -242 (34.31) 12,819
SPDR SERIES TRUST BRC CNV SECS ETF 276 276 New 5,781
ABBVIE INC COM 234 .06 4,856
SCHWAB STRATEGIC TR US AGGREGATE B 140 140 New 2,738