PIERSHALE FINANCIAL GROUP, INC. Information

407 E. CONGRESS PARKWAY SUITE C, CRYSTAL LAKE, Illinois, 60014, (815) 455-6453

Report Date: 06/30/2014

Position Statistics

Total Positions 218
New Positions 60
Increased Positions 77
Decreased Positions 57
Positions with Activity 134
Sold Out Positions 28
Total Mkt Value (in $ millions) 121

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.41%
Capital Goods 4.98%
Conglomerates 0%
Consumer Cyclical 1.87%
Consumer/Non-Cyclical 0.06%
Energy 1.93%
Financial 73.41%
Healthcare 4.43%
Services 0.73%
Technology 3.81%
Transportation 0.11%
Utilities 5.24%

134 Activity Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MARKET VECTORS ETF TR HG YLD MUN ETF 14,050 14,050 New 458,686
POWERSHARES GLOBAL ETF TRUST SOVEREIGN DEBT 13,660 13,660 New 476,637
ISHARES TR IBOXX INV CP ETF 13,623 13,623 New 115,354
SCHWAB STRATEGIC TR US LCAP VA ETF 6,732 6,717 43,672.75 155,831
ISHARES TR U.S. BAS MTL ETF 6,644 6,644 New 75,133
SCHWAB STRATEGIC TR US LRG CAP ETF 6,593 6,593 New 138,715
SCHWAB STRATEGIC TR US REIT ETF 6,476 935 16.87 188,694
ISHARES TR S&P MC 400VL ETF 6,408 6,408 New 51,737
SCHWAB STRATEGIC TR US MID-CAP ETF 6,350 -51 (0.8) 161,319
ISHARES TR SP SMCP600VL ETF 6,021 6,021 New 54,481
ALLERGAN INC COM 2,501 -1,226 (32.9) 15,056
LYONDELLBASELL INDUSTRIES N V SHS - A - 2,355 -904 (27.74) 20,914
CISCO SYS INC COM 2,208 -821 (27.1) 88,418
ENBRIDGE INC COM 2,130 -1,005 (32.05) 42,257
BERKSHIRE HATHAWAY INC DEL CL B NEW 2,098 -996 (32.19) 15,065
AECOM TECHNOLOGY CORP DELAWARE COM 2,095 -805 (27.77) 58,207
MYRIAD GENETICS INC COM 2,080 -812 (28.09) 54,791
CALPINE CORP COM NEW 2,080 -803 (27.86) 91,910
MAGNA INTL INC COM 2,032 -793 (28.07) 19,746
EDISON INTL COM 2,011 -966 (32.44) 35,091