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) 155

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 2.84%
Conglomerates 0%
Consumer Cyclical 1.39%
Consumer/Non-Cyclical 3.04%
Energy 2.31%
Financial 80.27%
Healthcare 1.91%
Services 3.57%
Technology 2.89%
Transportation 0.1%
Utilities 1.64%

193 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES U.S. PFD STK ETF 60 60 New 1,500
DARDEN RESTAURANTS INC COM 55 55 New 889
YUM BRANDS INC COM 49 .61 658
SPDR DOW JONES INDL AVRG ETF UT SER 1 47 47 New 269
OCCIDENTAL PETE CORP DEL COM 43 New 539
SCHWAB STRATEGIC TR US SML CAP ETF 43 43 New 779
GENERAL DYNAMICS CORP COM 40 5 14.46 285
SOUTHWEST AIRLS CO COM 37 9 33.28 801
JOHNSON & JOHNSON COM 37 .56 361
3M CO COM 36 11 45.40 221
BERKSHIRE HATHAWAY INC DEL CL B NEW 36 14 61.33 242
MICROSOFT CORP COM 36 New 765
BANK AMER CORP COM 36 29 424.42 2,255
NORTHROP GRUMMAN CORP COM 34 .46 219
UNION PAC CORP COM 31 .39 257
DENTSPLY INTL INC NEW COM 31 New 610
PRUDENTIAL FINL INC COM 30 .27 372
DISNEY WALT CO COM DISNEY 29 New 305
CISCO SYS INC COM 28 New 1,000
MARRIOTT INTL INC NEW CL A 28 -15 (34.52) 351


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