PIERSHALE FINANCIAL GROUP, INC. Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 175
New Positions 18
Increased Positions 57
Decreased Positions 58
Positions with Activity 115
Sold Out Positions 49
Total Mkt Value (in $ millions) 128

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 0.1%
Conglomerates 0%
Consumer Cyclical 0.18%
Consumer/Non-Cyclical 0.28%
Energy 0.15%
Financial 96.75%
Healthcare 0.67%
Services 1.31%
Technology 0.47%
Transportation 0.04%
Utilities 0.04%

57 INCREASED Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR 7-10 Y TR BD ETF 17,815 17,815 New 167,054
POWERSHARES GLOBAL ETF TRUST I-30 LAD TREAS 17,622 1,482 9.19 542,879
SPDR SERIES TRUST NUV HGHYLD MUN 17,419 1,399 8.73 310,450
ISHARES TR RUS 2000 GRW ETF 12,056 493 4.26 85,127
SCHWAB STRATEGIC TR US SML CAP ETF 11,896 877 7.96 224,627
SCHWAB STRATEGIC TR US MID-CAP ETF 11,737 11,737 New 290,083
ISHARES TR S&P MC 400GR ETF 11,715 11,715 New 72,782
SCHWAB STRATEGIC TR INTL EQTY ETF 11,693 11,693 New 416,254
ISHARES TR SP SMCP600VL ETF 11,220 629 5.94 104,163
AT&T INC COM 519 26 5.18 15,712
WALGREENS BOOTS ALLIANCE INC COM 494 177 55.64 5,600
HOME DEPOT INC COM 246 3 1.39 2,113
GENERAL MLS INC COM 240 2 .80 4,167
SCHWAB STRATEGIC TR INTRM TRM TRES 223 223 68,666.67 4,126
APPLE INC COM 162 67 70.65 1,471
EXXON MOBIL CORP COM 133 37 38.17 1,799
MICROSOFT CORP COM 111 59 110.43 2,563
GENERAL ELECTRIC CO COM 111 6 5.76 4,519
PEPSICO INC COM 91 .20 988
SKYWORKS SOLUTIONS INC COM 66 1 2.11 775