PIERSHALE FINANCIAL GROUP, INC. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 238
New Positions 47
Increased Positions 77
Decreased Positions 96
Positions with Activity 173
Sold Out Positions 77
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 0.01%
Capital Goods 3.11%
Conglomerates 0%
Consumer Cyclical 1.57%
Consumer/Non-Cyclical 3.17%
Energy 2.81%
Financial 77.84%
Healthcare 2.27%
Services 4.16%
Technology 3.27%
Transportation 0.1%
Utilities 1.68%

238 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
COCA COLA ENTERPRISES INC NEW COM 1,854 1,854 New 41,379
LAZARD LTD SHS A 1,771 1,771 New 35,411
FORD MTR CO DEL COM PAR $0.01 1,742 1,731 15,353.47 115,901
CHEVRON CORP NEW COM 1,722 1,721 190,487.50 15,247
LEXMARK INTL NEW CL A 1,705 1,705 New 41,119
CONOCOPHILLIPS COM 1,682 1,682 New 23,699
WALGREEN CO COM 498 397 393.82 6,795
ABBVIE INC COM 322 .04 4,752
SCHEIN HENRY INC COM 252 New 1,830
ILLINOIS TOOL WKS INC COM 223 -12 (4.96) 2,319
ABBOTT LABS COM 204 New 4,435
INTERNATIONAL BUSINESS MACHS COM 159 New 1,000
EXXON MOBIL CORP COM 122 New 1,305
GENERAL ELECTRIC CO COM 109 23 26.82 4,256
VERIZON COMMUNICATIONS INC COM 96 26 36.50 2,042
TARGET CORP COM 67 New 903
PEPSICO INC COM 65 .29 686
VANGUARD WORLD FDS UTILITIES ETF 65 1 .95 641
EXELON CORP COM 63 .18 1,687
MOTOROLA SOLUTIONS INC COM NEW 61 New 924


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