PIERSHALE FINANCIAL GROUP, INC. Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 176
New Positions 18
Increased Positions 57
Decreased Positions 59
Positions with Activity 116
Sold Out Positions 50
Total Mkt Value (in $ millions) 133

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 0.09%
Conglomerates 0%
Consumer Cyclical 0.18%
Consumer/Non-Cyclical 0.27%
Energy 0.16%
Financial 96.64%
Healthcare 0.73%
Services 1.33%
Technology 0.49%
Transportation 0.04%
Utilities 0.04%

176 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LINCOLN NATL CORP IND COM 16 New 287
POWERSHARES ETF TR II S&P SMCP C DIS 15 15 New 280
BRISTOL MYERS SQUIBB CO COM 13 .49 204
INTEGRA LIFESCIENCES HLDGS CP COM NEW 13 13 New 200
UNITED PARCEL SERVICE INC CL B 13 New 129
BIOGEN INC COM 13 13 New 40
SPDR SERIES TRUST S&P OILGAS EXP 13 .31 327
NATIONAL OILWELL VARCO INC COM 13 New 294
CVS HEALTH CORP COM 12 -14 (53.75) 111
KOHLS CORP COM 12 New 200
TESLA MTRS INC COM 12 New 46
PIONEER NAT RES CO COM 12 New 93
TETRA TECH INC NEW COM 11 New 440
NVIDIA CORP COM 11 New 540
DIREXION SHS ETF TR DLY SMCAP BULL3X 10 7 238.24 115
PANERA BREAD CO CL A 9 New 49
MGM RESORTS INTERNATIONAL COM 9 New 500
MEDTRONIC PLC SHS 9 -4 (32.95) 116
BANK AMER CORP COM 8 New 472
HALLIBURTON CO COM 8 New 194


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