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 0.3%
Energy 0.15%
Financial 96.48%
Healthcare 0.88%
Services 1.24%
Technology 0.48%
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
TEVA PHARMACEUTICAL INDS LTD ADR 12 New 202
POWERSHARES GLOBAL ETF TRUST AGG PFD PORT 16,732 16,732 New 1,138,991
BOSTON BEER INC CL A 17 17 New 64
COMCAST CORP NEW CL A 6 6 New 109
GOPRO INC CL A -10 Sold Out 0
LEXMARK INTL NEW CL A -2,045 Sold Out 0
MARRIOTT INTL INC NEW CL A 27 .29 352
PANERA BREAD CO CL A 9 New 49
ZYNGA INC CL A 29 New 10,000
UNITED PARCEL SERVICE INC CL B 13 .78 129
BERKSHIRE HATHAWAY INC DEL CL B NEW 25 -10 (28.93) 172
3M CO COM 35 .91 223
ABBOTT LABS COM 233 16 7.24 4,756
ABBVIE INC COM 320 2 .51 4,778
ACTUA CORP COM New 5
ALLSCRIPTS HEALTHCARE SOLUTNS COM 4 -2 (33.41) 291
ALLSTATE CORP COM -1 Sold Out 0
AMERICAN ELECTRIC TECH INC COM New 30
ANTHEM INC COM 36 36 New 216
APPLE INC COM 113 42 59.34 862