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 0.14%
Financial 96.43%
Healthcare 0.86%
Services 1.28%
Technology 0.46%
Transportation 0.06%
Utilities 0.06%

72 DECREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SCHWAB STRATEGIC TR US LRG CAP ETF 11,946 -2,323 (16.28) 240,506
AT&T INC COM 531 -2,083 (79.68) 14,938
GENERAL MLS INC COM 236 -19 (7.5) 4,134
EXXON MOBIL CORP COM 107 (0.31) 1,302
SKYWORKS SOLUTIONS INC COM 79 -37 (32.11) 759
BAXTER INTL INC COM 78 -1,025 (92.94) 2,003
BAXALTA INC COM 63 -831 (92.94) 2,003
VANGUARD WORLD FDS UTILITIES ETF 58 -17 (22.3) 641
RYDEX ETF TRUST GUG RUSS TOP 50 47 -13,832 (99.66) 329
TARGET CORP COM 43 -32 (42.64) 518
BOEING CO COM 28 -2,219 (98.75) 200
POWERSHARES QQQ TRUST UNIT SER 1 27 -14,782 (99.82) 251
BERKSHIRE HATHAWAY INC DEL CL B NEW 24 -10 (28.93) 172
GENERAL DYNAMICS CORP COM 21 -20 (48.77) 146
FORD MTR CO DEL COM PAR $0.01 19 -1,866 (99) 1,263
BANK AMER CORP COM 8 -31 (79.07) 472
MARKET VECTORS ETF TR HG YLD MUN ETF 6 -15,679 (99.96) 189
FIDELITY MSCI HLTH CARE I 5 (4.29) 134
PROCTER & GAMBLE CO COM 4 -10 (69.66) 54
ALLSCRIPTS HEALTHCARE SOLUTNS COM 4 -2 (33.41) 291