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 0.3%
Energy 0.15%
Financial 96.47%
Healthcare 0.88%
Services 1.24%
Technology 0.48%
Transportation 0.07%
Utilities 0.07%

201 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NORTHROP GRUMMAN CORP COM 35 .46 220
DENTSPLY INTL INC NEW COM 32 New 610
PRUDENTIAL FINL INC COM 32 .27 373
ZYNGA INC CL A 30 New 10,000
BOEING CO COM 29 -2,309 (98.75) 200
MARRIOTT INTL INC NEW CL A 28 .29 352
POWERSHARES QQQ TRUST UNIT SER 1 28 -15,068 (99.82) 251
UNION PAC CORP COM 27 1.17 260
EQUINIX INC COM PAR $0.001 25 New 94
BERKSHIRE HATHAWAY INC DEL CL B NEW 25 -10 (28.93) 172
CVS HEALTH CORP COM 24 13 118.18 240
FEDEX CORP COM 23 New 130
CELGENE CORP COM 20 New 175
GENERAL DYNAMICS CORP COM 20 -19 (48.77) 146
STARBUCKS CORP COM 20 20 New 400
SPDR SERIES TRUST S&P PHARMAC 20 4 26.72 166
MOTOROLA SOLUTIONS INC COM NEW 19 New 324
FORD MTR CO DEL COM PAR $0.01 19 -1,904 (99) 1,263
COSTCO WHSL CORP NEW COM 18 .80 126
PPL CORP COM 18 New 515