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) 129

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 0.28%
Energy 0.15%
Financial 96.73%
Healthcare 0.69%
Services 1.3%
Technology 0.48%
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
ISHARES TR 7-10 Y TR BD ETF 17,798 17,798 New 167,054
TEVA PHARMACEUTICAL INDS LTD ADR -13 Sold Out 0
POWERSHARES GLOBAL ETF TRUST AGG PFD PORT -16,652 Sold Out 0
BOSTON BEER INC CL A -13 Sold Out 0
COMCAST CORP NEW CL A -6 Sold Out 0
MARRIOTT INTL INC NEW CL A 25 .28 353
PANERA BREAD CO CL A 9 New 49
ZYNGA INC CL A -25 Sold Out 0
UNITED PARCEL SERVICE INC CL B 13 New 129
BERKSHIRE HATHAWAY INC DEL CL B NEW -23 Sold Out 0
3M CO COM 22 -10 (30.49) 155
ABBOTT LABS COM 201 -17 (7.97) 4,377
ABBVIE INC COM 281 -25 (8.16) 4,388
ABEONA THERAPEUTICS INC COM New 5
ACTUA CORP COM New 5
AETNA INC NEW COM 20 20 New 175
ALLSCRIPTS HEALTHCARE SOLUTNS COM 4 New 291
AMERICAN ELECTRIC TECH INC COM New 30
AMPIO PHARMACEUTICALS INC COM 1 1 New 500
ANTHEM INC COM 18 -12 (39.82) 130