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) 175

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 0.26%
Energy 0.13%
Financial 97.35%
Healthcare 0.5%
Services 0.98%
Technology 0.33%
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 32,034 32,034 New 560,431
SPDR SERIES TRUST NUV HGHYLD MUN 30,256 30,243 251,108.37 509,953
POWERSHARES ETF TR II PFD PORTFOLIO 29,409 29,405 914,936.32 1,939,877
ISHARES TR SP SMCP600VL ETF 26,731 26,731 New 225,046
ISHARES TR S&P MC 400VL ETF 26,521 26,498 116,030.29 203,228
SPDR DOW JONES INDL AVRG ETF UT SER 1 24,498 24,487 209,509.23 136,246
AT&T INC COM 653 2 .35 15,603
HOME DEPOT INC COM 288 -24 (7.72) 2,246
GENERAL MLS INC COM 285 2 .78 4,263
WALGREENS BOOTS ALLIANCE INC COM 230 -89 (27.99) 2,706
SCHWAB STRATEGIC TR US LCAP VA ETF 161 149 1,245.87 3,580
GENERAL ELECTRIC CO COM 135 6 5.02 4,313
EXXON MOBIL CORP COM 119 -7 (5.45) 1,301
WAL-MART STORES INC COM 115 .31 1,597
PEPSICO INC COM 105 .40 1,001
VERIZON COMMUNICATIONS INC COM 96 13 15.46 1,763
JOHNSON & JOHNSON COM 79 35 82.07 670
APPLE INC COM 79 -24 (23.05) 818
YUM BRANDS INC COM 67 1 2.08 784
DARDEN RESTAURANTS INC COM 62 1 .88 919


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