PIERSHALE FINANCIAL GROUP, INC. Information

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

Report Date: 03/31/2016

Position Statistics

Total Positions 234
New Positions 19
Increased Positions 65
Decreased Positions 96
Positions with Activity 161
Sold Out Positions 79
Total Mkt Value (in $ millions) 172

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

Sector Weighting

Basic Materials 0.01%
Capital Goods 0.12%
Conglomerates 0%
Consumer Cyclical 0.21%
Consumer/Non-Cyclical 0.25%
Energy 0.12%
Financial 97.43%
Healthcare 0.36%
Services 0.96%
Technology 0.34%
Transportation 0.05%
Utilities 0.05%

161 Activity Positions as of 03/31/2016

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SPDR SERIES TRUST BRCLYS INTL ETF 30,936 30,936 New 560,431
SPDR SERIES TRUST NUV HGHYLD MUN 29,858 29,846 251,108.37 509,953
POWERSHARES ETF TR II PFD PORTFOLIO 29,292 29,289 914,936.32 1,939,877
ISHARES TR SP SMCP600VL ETF 26,090 26,090 New 225,046
ISHARES TR S&P MC 400VL ETF 25,938 25,916 116,030.29 203,228
SPDR DOW JONES INDL AVRG ETF UT SER 1 24,320 24,308 209,509.23 136,246
AT&T INC COM 608 2 .35 15,603
HOME DEPOT INC COM 301 -25 (7.72) 2,246
GENERAL MLS INC COM 268 2 .78 4,263
WALGREENS BOOTS ALLIANCE INC COM 208 -81 (27.99) 2,706
SCHWAB STRATEGIC TR US LCAP VA ETF 159 147 1,245.87 3,580
GENERAL ELECTRIC CO COM 130 6 5.02 4,313
EXXON MOBIL CORP COM 117 -7 (5.45) 1,301
WAL-MART STORES INC COM 113 .31 1,597
PEPSICO INC COM 102 .40 1,001
VERIZON COMMUNICATIONS INC COM 89 12 15.46 1,763
APPLE INC COM 82 -25 (23.05) 818
JOHNSON & JOHNSON COM 76 34 82.07 670
YUM BRANDS INC COM 65 1 2.08 784
DARDEN RESTAURANTS INC COM 62 1 .88 919


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