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 201
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 0.16%
Financial 96.47%
Healthcare 0.87%
Services 1.25%
Technology 0.47%
Transportation 0.07%
Utilities 0.07%

201 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 -16,301 (99.96) 189
ISHARES MBS ETF -16,244 Sold Out 0
ISHARES NAT AMT FREE BD -15,868 Sold Out 0
SCHWAB STRATEGIC TR US LCAP GR ETF -14,999 Sold Out 0
POWERSHARES QQQ TRUST UNIT SER 1 27 -14,961 (99.82) 251
RYDEX ETF TRUST GUG RUSS TOP 50 48 -14,141 (99.66) 329
SCHWAB STRATEGIC TR US LCAP VA ETF 1 -13,937 Sold Out 15
KRAFT FOODS GROUP INC COM -3,050 Sold Out 0
PUBLIC STORAGE COM -2,370 Sold Out 0
SCHWAB STRATEGIC TR US LRG CAP ETF 12,170 -2,366 (16.28) 240,506
BOEING CO COM 29 -2,271 (98.75) 200
PRICE T ROWE GROUP INC COM -2,105 Sold Out 0
LAZARD LTD SHS A -2,075 Sold Out 0
ITC HLDGS CORP COM -2,042 Sold Out 0
COCA COLA ENTERPRISES INC NEW COM -2,034 Sold Out 0
AT&T INC COM 516 -2,022 (79.68) 14,938
INTEL CORP COM 2 -2,013 (99.89) 66
CUMMINS INC COM -1,982 Sold Out 0
LEXMARK INTL NEW CL A -1,970 Sold Out 0
FORD MTR CO DEL COM PAR $0.01 20 -1,964 (99) 1,263