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 0.1%
Conglomerates 0%
Consumer Cyclical 0.18%
Consumer/Non-Cyclical 0.27%
Energy 0.16%
Financial 96.63%
Healthcare 0.72%
Services 1.34%
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
POWERSHARES GLOBAL ETF TRUST AGG PFD PORT -16,698 Sold Out 0
SCHWAB STRATEGIC TR US LRG CAP ETF -12,117 Sold Out 0
SPDR DOW JONES INDL AVRG ETF UT SER 1 -11,360 Sold Out 0
SCHWAB STRATEGIC TR US REIT ETF -11,293 Sold Out 0
BAXTER INTL INC COM -77 Sold Out 0
BAXALTA INC COM -62 Sold Out 0
RYDEX ETF TRUST GUG RUSS TOP 50 -48 Sold Out 0
WAL-MART STORES INC COM -47 Sold Out 0
BOEING CO COM -29 Sold Out 0
ABBVIE INC COM 311 -28 (8.16) 4,388
UNION PAC CORP COM -26 Sold Out 0
ZYNGA INC CL A -25 Sold Out 0
BERKSHIRE HATHAWAY INC DEL CL B NEW -25 Sold Out 0
ABBOTT LABS COM 223 -19 (7.97) 4,377
PPL CORP COM -16 Sold Out 0
ORACLE CORP COM -16 Sold Out 0
CVS HEALTH CORP COM 13 -15 (53.75) 111
TEVA PHARMACEUTICAL INDS LTD ADR -14 Sold Out 0
BOSTON BEER INC CL A -14 Sold Out 0
ANTHEM INC COM 20 -13 (39.82) 130


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