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) 126

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 96.46%
Healthcare 0.88%
Services 1.25%
Technology 0.48%
Transportation 0.07%
Utilities 0.07%

132 Activity 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 16,766 16,766 New 1,138,991
SPDR SERIES TRUST NUV HGHYLD MUN 16,211 16,211 New 285,513
POWERSHARES GLOBAL ETF TRUST I-30 LAD TREAS 16,025 16,025 New 497,212
ISHARES TR RUS 2000 GRW ETF 12,517 12,517 New 81,648
SCHWAB STRATEGIC TR US LRG CAP ETF 12,287 -2,389 (16.28) 240,506
SCHWAB STRATEGIC TR US SML CAP ETF 12,120 12,075 26,610.01 208,071
ISHARES TR SP SMCP600VL ETF 11,731 11,731 New 98,323
SPDR DOW JONES INDL AVRG ETF UT SER 1 11,714 11,665 23,723.42 64,085
SCHWAB STRATEGIC TR US REIT ETF 11,378 11,378 New 294,383
AT&T INC COM 524 -2,054 (79.68) 14,938
ABBVIE INC COM 314 2 .51 4,778
WALGREENS BOOTS ALLIANCE INC COM 314 193 161.10 3,598
GENERAL MLS INC COM 235 -19 (7.5) 4,134
ABBOTT LABS COM 235 16 7.24 4,756
HOME DEPOT INC COM 233 211 947.24 2,084
BAXTER INTL INC COM 135 -1,782 (92.94) 2,003
GENERAL ELECTRIC CO COM 118 .21 4,273
EXXON MOBIL CORP COM 114 (0.31) 1,302
APPLE INC COM 113 42 59.34 862
VERIZON COMMUNICATIONS INC COM 103 2 1.52 2,073