PIERSHALE FINANCIAL GROUP, INC. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 193
New Positions 32
Increased Positions 87
Decreased Positions 34
Positions with Activity 121
Sold Out Positions 24
Total Mkt Value (in $ millions) 156

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

Sector Weighting

Basic Materials 0.02%
Capital Goods 2.98%
Conglomerates 0%
Consumer Cyclical 1.47%
Consumer/Non-Cyclical 2.95%
Energy 2.21%
Financial 80.66%
Healthcare 1.86%
Services 3.52%
Technology 2.83%
Transportation 0.1%
Utilities 1.4%

193 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DARDEN RESTAURANTS INC COM 57 57 New 889
EXELON CORP COM 56 .24 1,691
YUM BRANDS INC COM 53 .61 658
SPDR DOW JONES INDL AVRG ETF UT SER 1 49 49 New 269
SCHWAB STRATEGIC TR US SML CAP ETF 44 44 New 779
OCCIDENTAL PETE CORP DEL COM 42 New 539
GENERAL DYNAMICS CORP COM 39 5 14.46 285
3M CO COM 37 12 45.40 221
JOHNSON & JOHNSON COM 37 .56 361
BANK AMER CORP COM 36 29 424.42 2,255
NORTHROP GRUMMAN CORP COM 36 .46 219
BERKSHIRE HATHAWAY INC DEL CL B NEW 35 13 61.33 242
SOUTHWEST AIRLS CO COM 35 9 33.28 801
OPKO HEALTH INC COM 34 33 2,555.56 2,390
MICROSOFT CORP COM 33 New 765
DENTSPLY INTL INC NEW COM 32 New 610
DISNEY WALT CO COM DISNEY 32 New 305
UNION PAC CORP COM 30 .39 257
PRUDENTIAL FINL INC COM 30 .27 372
CISCO SYS INC COM 29 New 1,000


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