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 203
New Positions 32
Increased Positions 61
Decreased Positions 72
Positions with Activity 133
Sold Out Positions 45
Total Mkt Value (in $ millions) 123

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 0.21%
Consumer/Non-Cyclical 0.3%
Energy 0.15%
Financial 96.42%
Healthcare 0.86%
Services 1.28%
Technology 0.46%
Transportation 0.06%
Utilities 0.06%

133 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 16,572 16,572 New 1,138,991
SPDR SERIES TRUST NUV HGHYLD MUN 15,777 15,777 New 285,513
POWERSHARES GLOBAL ETF TRUST I-30 LAD TREAS 15,742 15,742 New 497,212
ISHARES TR RUS 2000 GRW ETF 12,522 12,522 New 81,648
SCHWAB STRATEGIC TR US LRG CAP ETF 11,939 -2,321 (16.28) 240,506
SCHWAB STRATEGIC TR US SML CAP ETF 11,933 11,888 26,610.01 208,071
ISHARES TR SP SMCP600VL ETF 11,549 11,549 New 98,323
SPDR DOW JONES INDL AVRG ETF UT SER 1 11,346 11,299 23,723.42 64,085
SCHWAB STRATEGIC TR US REIT ETF 10,904 10,904 New 294,383
AT&T INC COM 534 -2,092 (79.68) 14,938
ABBVIE INC COM 326 2 .51 4,778
WALGREENS BOOTS ALLIANCE INC COM 309 190 161.10 3,598
GENERAL MLS INC COM 236 -19 (7.5) 4,134
ABBOTT LABS COM 235 16 7.24 4,756
HOME DEPOT INC COM 232 210 947.24 2,084
GENERAL ELECTRIC CO COM 114 .21 4,273
APPLE INC COM 109 41 59.34 862
EXXON MOBIL CORP COM 108 (0.31) 1,302
VERIZON COMMUNICATIONS INC COM 98 1 1.52 2,073
PEPSICO INC COM 93 11 13.73 986


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