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 201
New Positions 32
Increased Positions 61
Decreased Positions 71
Positions with Activity 132
Sold Out Positions 45
Total Mkt Value (in $ millions) 126

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 0.15%
Financial 96.47%
Healthcare 0.88%
Services 1.25%
Technology 0.48%
Transportation 0.07%
Utilities 0.06%

32 New Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
POWERSHARES GLOBAL ETF TRUST AGG PFD PORT 16,789 16,789 New 1,138,991
SPDR SERIES TRUST NUV HGHYLD MUN 16,283 16,283 New 285,513
POWERSHARES GLOBAL ETF TRUST I-30 LAD TREAS 16,140 16,140 New 497,212
ISHARES TR RUS 2000 GRW ETF 12,518 12,518 New 81,648
ISHARES TR SP SMCP600VL ETF 11,647 11,647 New 98,323
SCHWAB STRATEGIC TR US REIT ETF 11,369 11,369 New 294,383
WAL-MART STORES INC COM 49 49 New 655
SPDR SERIES TRUST S&P BIOTECH 47 47 New 199
ANTHEM INC COM 35 35 New 216
STARBUCKS CORP COM 21 21 New 400
BOSTON BEER INC CL A 17 17 New 64
SPDR SERIES TRUST S&P OILGAS EXP 16 16 New 326
MACYS INC COM 14 14 New 200
ISHARES TR U.S. CNSM SV ETF 11 11 New 74
WHIRLPOOL CORP COM 9 9 New 49
HOSPIRA INC COM 9 9 New 100
SPDR SERIES TRUST S&P HOMEBUILD 8 8 New 228
COMCAST CORP NEW CL A 6 6 New 109
HOLOGIC INC COM 6 6 New 171
BP PLC SPONSORED ADR 5 5 New 132


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