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) 155

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 2.89%
Conglomerates 0%
Consumer Cyclical 1.46%
Consumer/Non-Cyclical 3.56%
Energy 2.2%
Financial 80.16%
Healthcare 1.85%
Services 3.49%
Technology 2.85%
Transportation 0.1%
Utilities 1.4%

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 16,545 1,209 7.88 527,739
ISHARES MBS ETF 16,311 16,311 New 148,022
ISHARES NAT AMT FREE BD 16,080 16,080 New 145,399
SCHWAB STRATEGIC TR US LCAP GR ETF 14,754 8,135 122.90 274,799
POWERSHARES QQQ TRUST UNIT SER 1 14,480 7,740 114.83 137,222
SCHWAB STRATEGIC TR US LRG CAP ETF 14,179 7,691 118.54 287,265
RYDEX ETF TRUST GUG RUSS TOP 50 13,649 13,649 New 97,488
SCHWAB STRATEGIC TR US LCAP VA ETF 13,481 7,100 111.27 312,997
KRAFT FOODS GROUP INC COM 3,224 229 7.65 36,189
PUBLIC STORAGE COM 2,449 178 7.85 12,399
AT&T INC COM 2,407 143 6.32 73,497
BOEING CO COM 2,377 170 7.70 15,967
ITC HLDGS CORP COM 2,094 151 7.75 56,161
PRICE T ROWE GROUP INC COM 2,086 151 7.81 25,692
LAZARD LTD SHS A 2,032 160 8.55 38,440
FORD MTR CO DEL COM PAR $0.01 2,009 157 8.47 125,722
COCA COLA ENTERPRISES INC NEW COM 1,961 140 7.69 44,559
BAXTER INTL INC COM 1,946 139 7.71 28,387
LEXMARK INTL NEW CL A 1,940 159 8.94 44,794
CUMMINS INC COM 1,931 36 1.89 14,046


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