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) 157

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 2.93%
Conglomerates 0%
Consumer Cyclical 1.48%
Consumer/Non-Cyclical 3.01%
Energy 2.25%
Financial 80.51%
Healthcare 1.86%
Services 3.54%
Technology 2.85%
Transportation 0.1%
Utilities 1.44%

193 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MARRIOTT INTL INC NEW CL A 29 -15 (34.52) 351
NOVAVAX INC COM 27 27 New 3,000
ROCKWELL AUTOMATION INC COM 23 New 200
FEDEX CORP COM 23 New 130
ZYNGA INC CL A 23 New 10,000
HOME DEPOT INC COM 23 23 New 199
MOTOROLA SOLUTIONS INC COM NEW 22 -41 (64.94) 324
CELGENE CORP COM 21 9 75 175
EQUINIX INC COM PAR $0.001 21 1.08 94
EASTMAN CHEM CO COM 21 21 New 280
COSTCO WHSL CORP NEW COM 18 18 New 125
ROCKWELL COLLINS INC COM 18 New 200
PPL CORP COM 18 New 515
ORACLE CORP COM 18 New 400
CANADIAN NATL RY CO COM 17 New 250
GABELLI DIVD & INCOME TR COM 17 17 New 780
LINCOLN NATL CORP IND COM 17 New 287
JPMORGAN CHASE & CO COM 16 7 76.67 265
SPDR SERIES TRUST S&P PHARMAC 16 -5 (25.14) 131
DELTA AIR LINES INC DEL COM NEW 16 .28 360


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