PIERSHALE FINANCIAL GROUP, INC. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 202
New Positions 32
Increased Positions 61
Decreased Positions 71
Positions with Activity 132
Sold Out Positions 45
Total Mkt Value (in $ millions) 125

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 0.12%
Conglomerates 0%
Consumer Cyclical 0.21%
Consumer/Non-Cyclical 0.29%
Energy 0.15%
Financial 96.47%
Healthcare 0.88%
Services 1.24%
Technology 0.48%
Transportation 0.07%
Utilities 0.06%

202 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
MARKET VECTORS ETF TR HG YLD MUN ETF 6 -16,180 (99.96) 189
ISHARES MBS ETF -16,164 Sold Out 0
ISHARES NAT AMT FREE BD -15,712 Sold Out 0
POWERSHARES QQQ TRUST UNIT SER 1 28 -15,076 (99.82) 251
SCHWAB STRATEGIC TR US LCAP GR ETF -15,067 Sold Out 0
RYDEX ETF TRUST GUG RUSS TOP 50 48 -14,123 (99.66) 329
SCHWAB STRATEGIC TR US LCAP VA ETF 1 -13,893 Sold Out 15
KRAFT FOODS GROUP INC COM -3,052 Sold Out 0
PUBLIC STORAGE COM -2,420 Sold Out 0
SCHWAB STRATEGIC TR US LRG CAP ETF 12,177 -2,367 (16.28) 240,506
BOEING CO COM 29 -2,259 (98.75) 200
LAZARD LTD SHS A -2,140 Sold Out 0
PRICE T ROWE GROUP INC COM -2,063 Sold Out 0
LEXMARK INTL NEW CL A -2,040 Sold Out 0
AT&T INC COM 513 -2,012 (79.68) 14,938
INTEL CORP COM 2 -2,004 (99.89) 66
COCA COLA ENTERPRISES INC NEW COM -1,978 Sold Out 0
ITC HLDGS CORP COM -1,934 Sold Out 0
CUMMINS INC COM -1,907 Sold Out 0
FORD MTR CO DEL COM PAR $0.01 19 -1,899 (99) 1,263


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