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 218
New Positions 60
Increased Positions 77
Decreased Positions 57
Positions with Activity 134
Sold Out Positions 28
Total Mkt Value (in $ millions) 124

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.35%
Capital Goods 5.08%
Conglomerates 0%
Consumer Cyclical 2%
Consumer/Non-Cyclical 0.06%
Energy 2.18%
Financial 73.31%
Healthcare 4.21%
Services 0.71%
Technology 3.72%
Transportation 0.12%
Utilities 5.24%

218 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 2,068 -981 (32.19) 15,065
MYRIAD GENETICS INC COM 1,983 -774 (28.09) 54,791
AMDOCS LTD SHS 1,928 -953 (33.09) 40,929
QUANTA SVCS INC COM 1,864 -708 (27.53) 51,307
ROCK-TENN CO CL A 1,681 -638 (27.51) 34,200
AT&T INC COM 448 New 12,819
ABBVIE INC COM 263 -4 (1.45) 4,750
SCHEIN HENRY INC COM 219 New 1,830
ILLINOIS TOOL WKS INC COM 215 11 5.22 2,440
INTERNATIONAL BUSINESS MACHS COM 192 New 1,000
ABBOTT LABS COM 187 New 4,435
BP PLC SPONSORED ADR 144 144 New 3,000
EXXON MOBIL CORP COM 130 1 .62 1,305
GENERAL ELECTRIC CO COM 87 New 3,356
WALGREEN CO COM 83 .07 1,376
CHENIERE ENERGY INC COM NEW 80 80 New 1,000
FORTUNA SILVER MINES INC COM 77 77 New 15,000
VERIZON COMMUNICATIONS INC COM 75 New 1,496
PEPSICO INC COM 63 .29 684
VANGUARD WORLD FDS UTILITIES ETF 60 .79 635