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) 153

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 2.97%
Conglomerates 0%
Consumer Cyclical 1.38%
Consumer/Non-Cyclical 3.04%
Energy 2.22%
Financial 80.23%
Healthcare 1.94%
Services 3.58%
Technology 2.87%
Transportation 0.1%
Utilities 1.64%

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 16,624 1,214 7.88 527,739
ISHARES MBS ETF 16,297 16,297 New 148,022
ISHARES NAT AMT FREE BD 16,270 16,270 New 145,399
SCHWAB STRATEGIC TR US LCAP GR ETF 14,180 7,818 122.90 274,799
POWERSHARES QQQ TRUST UNIT SER 1 13,982 7,473 114.83 137,222
SCHWAB STRATEGIC TR US LRG CAP ETF 13,875 7,526 118.54 287,265
RYDEX ETF TRUST GUG RUSS TOP 50 13,507 13,507 New 97,488
SCHWAB STRATEGIC TR US LCAP VA ETF 13,428 7,072 111.27 312,997
PUBLIC STORAGE COM 2,532 184 7.85 12,399
ITC HLDGS CORP COM 2,423 174 7.75 56,161
AT&T INC COM 2,422 144 6.32 73,497
KRAFT FOODS GROUP INC COM 2,398 170 7.65 36,189
BOEING CO COM 2,360 169 7.70 15,967
INTEL CORP COM 2,062 155 8.13 60,289
PRICE T ROWE GROUP INC COM 2,035 147 7.81 25,692
BAXTER INTL INC COM 2,026 145 7.71 28,387
CUMMINS INC COM 2,004 37 1.89 14,046
COCA COLA ENTERPRISES INC NEW COM 1,913 137 7.69 44,559
FORD MTR CO DEL COM PAR $0.01 1,867 146 8.47 125,722
LEXMARK INTL NEW CL A 1,800 148 8.94 44,794