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) 126

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 0.86%
Services 1.23%
Technology 0.46%
Transportation 0.07%
Utilities 0.06%

201 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ANTHEM INC COM 33 33 New 216
DENTSPLY INTL INC NEW COM 31 New 610
PRUDENTIAL FINL INC COM 30 .27 373
BOEING CO COM 30 -2,330 (98.75) 200
MARRIOTT INTL INC NEW CL A 29 .29 352
UNION PAC CORP COM 28 1.17 260
POWERSHARES QQQ TRUST UNIT SER 1 28 -15,102 (99.82) 251
ZYNGA INC CL A 25 New 10,000
CVS HEALTH CORP COM 24 13 118.18 240
BERKSHIRE HATHAWAY INC DEL CL B NEW 24 -10 (28.93) 172
EQUINIX INC COM PAR $0.001 23 New 94
FEDEX CORP COM 22 New 130
SPDR SERIES TRUST S&P PHARMAC 20 4 26.72 166
STARBUCKS CORP COM 20 20 New 400
FORD MTR CO DEL COM PAR $0.01 20 -1,979 (99) 1,263
CELGENE CORP COM 20 New 175
MOTOROLA SOLUTIONS INC COM NEW 20 New 324
GENERAL DYNAMICS CORP COM 20 -19 (48.77) 146
COSTCO WHSL CORP NEW COM 19 .80 126
PPL CORP COM 18 New 515