PIERSHALE FINANCIAL GROUP, INC. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 220
New Positions 60
Increased Positions 77
Decreased Positions 57
Positions with Activity 134
Sold Out Positions 28
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 3.15%
Capital Goods 4.97%
Conglomerates 0%
Consumer Cyclical 1.98%
Consumer/Non-Cyclical 0.07%
Energy 2.36%
Financial 73.2%
Healthcare 4.42%
Services 0.73%
Technology 3.84%
Transportation 0.11%
Utilities 5.13%

220 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
EDISON INTL COM 1,988 -955 (32.44) 35,091
AMDOCS LTD SHS 1,965 -971 (33.09) 40,929
BERKSHIRE HATHAWAY INC DEL CL B NEW 1,930 -916 (32.19) 15,065
QUANTA SVCS INC COM 1,813 -689 (27.53) 51,307
ROCK-TENN CO CL A 1,640 -622 (27.51) 17,100
AT&T INC COM 460 New 12,819
ABBVIE INC COM 259 -4 (1.45) 4,750
SCHEIN HENRY INC COM 217 New 1,830
ILLINOIS TOOL WKS INC COM 209 10 5.22 2,440
INTERNATIONAL BUSINESS MACHS COM 194 New 1,000
ABBOTT LABS COM 191 New 4,435
BP PLC SPONSORED ADR 154 154 New 3,000
EXXON MOBIL CORP COM 136 1 .62 1,305
WALGREEN CO COM 100 .07 1,376
GENERAL ELECTRIC CO COM 87 New 3,356
FORTUNA SILVER MINES INC COM 81 81 New 15,000
VERIZON COMMUNICATIONS INC COM 76 New 1,496
CHENIERE ENERGY INC COM NEW 76 76 New 1,000
PEPSICO INC COM 62 .29 684
MOTOROLA SOLUTIONS INC COM NEW 61 -13 (17.79) 924