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) 127

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 0.29%
Energy 0.15%
Financial 96.52%
Healthcare 0.87%
Services 1.23%
Technology 0.46%
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 16,925 16,925 New 1,138,991
POWERSHARES GLOBAL ETF TRUST I-30 LAD TREAS 16,637 16,637 New 497,212
SPDR SERIES TRUST NUV HGHYLD MUN 16,480 16,480 New 285,513
ISHARES TR RUS 2000 GRW ETF 12,597 12,597 New 81,648
ISHARES TR SP SMCP600VL ETF 11,755 11,755 New 98,323
SCHWAB STRATEGIC TR US REIT ETF 11,711 11,711 New 294,383
WAL-MART STORES INC COM 52 52 New 655
SPDR SERIES TRUST S&P BIOTECH 47 47 New 199
ANTHEM INC COM 33 33 New 216
STARBUCKS CORP COM 21 21 New 400
SPDR SERIES TRUST S&P OILGAS EXP 17 17 New 326
BOSTON BEER INC CL A 17 17 New 64
MACYS INC COM 13 13 New 200
ISHARES TR U.S. CNSM SV ETF 11 11 New 74
WHIRLPOOL CORP COM 10 10 New 49
HOSPIRA INC COM 9 9 New 100
SPDR SERIES TRUST S&P HOMEBUILD 8 8 New 228
COMCAST CORP NEW CL A 7 7 New 109
HOLOGIC INC COM 6 6 New 171
BP PLC SPONSORED ADR 6 6 New 132


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