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 176
New Positions 18
Increased Positions 57
Decreased Positions 59
Positions with Activity 116
Sold Out Positions 50
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 0.09%
Conglomerates 0%
Consumer Cyclical 0.17%
Consumer/Non-Cyclical 0.28%
Energy 0.15%
Financial 96.79%
Healthcare 0.67%
Services 1.29%
Technology 0.46%
Transportation 0.04%
Utilities 0.04%

176 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
EXXON MOBIL CORP COM 130 36 38.17 1,799
GENERAL ELECTRIC CO COM 108 6 5.76 4,519
MICROSOFT CORP COM 107 56 110.43 2,563
VERIZON COMMUNICATIONS INC COM 93 New 2,073
PEPSICO INC COM 90 .20 988
SKYWORKS SOLUTIONS INC COM 64 1 2.11 775
DARDEN RESTAURANTS INC COM 60 1 .90 897
YUM BRANDS INC COM 60 .40 760
VANGUARD WORLD FDS UTILITIES ETF 57 New 641
SPDR SERIES TRUST S&P BIOTECH 56 13 30.65 260
EXELON CORP COM 55 4 7.91 1,829
TARGET CORP COM 39 New 518
OCCIDENTAL PETE CORP DEL COM 38 New 539
NORTHROP GRUMMAN CORP COM 35 .46 221
DISNEY WALT CO COM DISNEY 35 New 352
JOHNSON & JOHNSON COM 34 .55 364
DENTSPLY INTL INC NEW COM 31 New 610
LOCKHEED MARTIN CORP COM 30 15 100 154
CISCO SYS INC COM 30 .08 1,201
PRUDENTIAL FINL INC COM 29 .27 374