$157 Million is the total value of PIERSHALE FINANCIAL GROUP, INC.'s 269 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 15.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $90,082,436 | -23.4% | 981,076 | -23.4% | 57.40% | -38.1% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $15,998,668 | +110152.0% | 305,493 | +101731.0% | 10.20% | +92581.8% |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $15,969,769 | – | 46,444 | +100.0% | 10.18% | – |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $6,646,235 | +35000.3% | 17,991 | +30393.2% | 4.24% | +28133.3% |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $6,393,310 | – | 85,301 | +100.0% | 4.07% | – |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $6,255,405 | +95285.9% | 93,239 | +93139.0% | 3.99% | +79620.0% |
| EFA | New | ISHARES TRmsci eafe etf | $6,224,632 | – | 85,857 | +100.0% | 3.97% | – |
| AAPL | Buy | APPLE INC | $1,798,237 | +19.9% | 9,271 | +1.9% | 1.15% | -3.0% |
| HD | Buy | HOME DEPOT INC | $729,959 | +6.0% | 2,350 | +0.7% | 0.46% | -14.4% |
| ABT | Buy | ABBOTT LABS | $556,532 | +7.7% | 5,105 | +0.0% | 0.36% | -12.8% |
| GIS | Buy | GENERAL MLS INC | $421,489 | -9.7% | 5,495 | +0.6% | 0.27% | -26.9% |
| MSFT | MICROSOFT CORP | $324,194 | +18.1% | 952 | 0.0% | 0.21% | -4.2% | |
| CSCO | Buy | CISCO SYS INC | $279,647 | -1.0% | 5,405 | +0.0% | 0.18% | -20.2% |
| T | Buy | AT&T INC | $274,640 | -17.1% | 17,219 | +0.1% | 0.18% | -33.0% |
| PG | Buy | PROCTER AND GAMBLE CO | $241,952 | +2.4% | 1,595 | +0.4% | 0.15% | -17.2% |
| PEP | Buy | PEPSICO INC | $227,948 | +2.0% | 1,231 | +0.4% | 0.14% | -17.6% |
| DRI | Buy | DARDEN RESTAURANTS INC | $186,706 | +8.5% | 1,117 | +0.7% | 0.12% | -12.5% |
| WMT | Buy | WALMART INC | $176,628 | +7.2% | 1,124 | +0.5% | 0.11% | -13.1% |
| GOOG | ALPHABET INCcap stk cl c | $147,583 | +16.3% | 1,220 | 0.0% | 0.09% | -6.0% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $140,500 | +2.1% | 1,050 | 0.0% | 0.09% | -16.7% | |
| ABBV | Buy | ABBVIE INC | $130,867 | -15.1% | 971 | +0.4% | 0.08% | -31.4% |
| GOOGL | ALPHABET INCcap stk cl a | $126,882 | +15.4% | 1,060 | 0.0% | 0.08% | -6.9% | |
| NVDA | Sell | NVIDIA CORPORATION | $126,060 | -52.9% | 298 | -69.1% | 0.08% | -62.1% |
| YUM | Buy | YUM BRANDS INC | $122,407 | +5.4% | 883 | +0.3% | 0.08% | -15.2% |
| USB | US BANCORP DEL | $101,961 | -8.3% | 3,086 | 0.0% | 0.06% | -26.1% | |
| VZ | VERIZON COMMUNICATIONS INC | $100,190 | -4.4% | 2,694 | 0.0% | 0.06% | -22.9% | |
| ABR | Buy | ARBOR REALTY TRUST INC | $81,183 | +33.2% | 5,478 | +3.3% | 0.05% | +8.3% |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $72,102 | +61.9% | 3,312 | 0.0% | 0.05% | +31.4% | |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $70,440 | -5.6% | 636 | +0.5% | 0.04% | -23.7% |
| TSLA | TESLA INC | $70,678 | +26.2% | 270 | 0.0% | 0.04% | +2.3% | |
| ITW | Buy | ILLINOIS TOOL WKS INC | $67,543 | +6.7% | 270 | +3.8% | 0.04% | -14.0% |
| AVK | Buy | ADVENT CONV & INCOME FD | $65,666 | +4.5% | 5,603 | +3.1% | 0.04% | -16.0% |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $64,528 | +2.8% | 220 | +0.5% | 0.04% | -16.3% |
| CVX | CHEVRON CORP NEW | $62,940 | -3.6% | 400 | 0.0% | 0.04% | -21.6% | |
| TTEK | TETRA TECH INC NEW | $62,221 | +11.5% | 380 | 0.0% | 0.04% | -9.1% | |
| JNJ | Buy | JOHNSON & JOHNSON | $57,601 | +7.2% | 348 | +0.3% | 0.04% | -11.9% |
| EXC | EXELON CORP | $55,270 | -2.7% | 1,357 | 0.0% | 0.04% | -22.2% | |
| DPZ | DOMINOS PIZZA INC | $55,618 | +2.2% | 165 | 0.0% | 0.04% | -18.6% | |
| COST | COSTCO WHSL CORP NEW | $53,838 | +8.4% | 100 | 0.0% | 0.03% | -12.8% | |
| WARNER BROS DISCOVERY INC | $51,050 | -17.0% | 4,071 | 0.0% | 0.03% | -31.2% | ||
| Buy | DIREXION SHS ETF TRdly semicndtr br | $48,343 | -31.7% | 4,898 | +12.6% | 0.03% | -44.6% | |
| YUMC | Buy | YUM CHINA HLDGS INC | $46,946 | -10.7% | 831 | +0.2% | 0.03% | -26.8% |
| XOM | Sell | EXXON MOBIL CORP | $45,008 | -12.0% | 420 | -9.9% | 0.03% | -27.5% |
| OKE | Buy | ONEOK INC NEW | $45,952 | -1.5% | 745 | +1.5% | 0.03% | -21.6% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $44,348 | +9.8% | 1,067 | +0.2% | 0.03% | -12.5% |
| VOO | VANGUARD INDEX FDS | $41,848 | +8.3% | 103 | 0.0% | 0.03% | -10.0% | |
| CONSTELLATION ENERGY CORP | $38,268 | +16.6% | 418 | 0.0% | 0.02% | -7.7% | ||
| SDY | Buy | SPDR SER TRs&p divid etf | $38,123 | -0.5% | 311 | +0.3% | 0.02% | -20.0% |
| AMZN | AMAZON COM INC | $35,979 | +26.2% | 276 | 0.0% | 0.02% | +4.5% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $34,100 | +10.4% | 100 | 0.0% | 0.02% | -8.3% | |
| GDX | VANECK ETF TRUSTgold miners etf | $33,957 | -6.9% | 1,128 | 0.0% | 0.02% | -24.1% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $34,229 | +26.9% | 70 | 0.0% | 0.02% | +4.8% | |
| ADX | Buy | ADAMS DIVERSIFIED EQUITY FD | $32,276 | +8.4% | 1,920 | +0.3% | 0.02% | -8.7% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $29,630 | -6.7% | 165 | +0.6% | 0.02% | -24.0% |
| MCD | MCDONALDS CORP | $29,841 | +6.7% | 100 | 0.0% | 0.02% | -13.6% | |
| RCL | ROYAL CARIBBEAN GROUP | $29,462 | +58.9% | 284 | 0.0% | 0.02% | +26.7% | |
| BA | BOEING CO | $29,562 | -0.6% | 140 | 0.0% | 0.02% | -17.4% | |
| NBIX | NEUROCRINE BIOSCIENCES INC | $28,290 | -6.8% | 300 | 0.0% | 0.02% | -25.0% | |
| OLED | UNIVERSAL DISPLAY CORP | $28,826 | -7.1% | 200 | 0.0% | 0.02% | -25.0% | |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $28,649 | +0.1% | 395 | +1.0% | 0.02% | -21.7% |
| GDXJ | VANECK ETF TRUSTjunior gold mine | $28,670 | -9.7% | 804 | 0.0% | 0.02% | -28.0% | |
| RS | Sell | RELIANCE STEEL & ALUMINUM CO | $27,159 | +4.7% | 100 | -1.0% | 0.02% | -15.0% |
| SUSA | New | ISHARES TRmsci usa esg slc | $25,376 | – | 271 | +100.0% | 0.02% | – |
| SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $25,844 | -2.0% | 625 | 0.0% | 0.02% | -23.8% | |
| ISD | Buy | PGIM HIGH YIELD BOND FUND IN | $25,693 | +4.4% | 2,069 | +2.6% | 0.02% | -15.8% |
| SBUX | STARBUCKS CORP | $24,765 | -4.9% | 250 | 0.0% | 0.02% | -23.8% | |
| JRI | Buy | NUVEEN REAL ASSET INCOME & G | $23,722 | -0.5% | 2,077 | +2.3% | 0.02% | -21.1% |
| DE | DEERE & CO | $23,096 | -1.9% | 57 | 0.0% | 0.02% | -21.1% | |
| NTRS | NORTHERN TR CORP | $22,242 | -15.9% | 300 | 0.0% | 0.01% | -33.3% | |
| ES | EVERSOURCE ENERGY | $21,702 | -9.4% | 306 | 0.0% | 0.01% | -26.3% | |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $21,710 | +5.7% | 385 | 0.0% | 0.01% | -12.5% | |
| AMAT | APPLIED MATLS INC | $21,681 | +17.7% | 150 | 0.0% | 0.01% | -6.7% | |
| MMM | Sell | 3M CO | $20,146 | -22.8% | 201 | -19.0% | 0.01% | -38.1% |
| ACN | ACCENTURE PLC IRELAND | $20,366 | +8.0% | 66 | 0.0% | 0.01% | -13.3% | |
| C | CITIGROUP INC | $20,718 | -1.8% | 450 | 0.0% | 0.01% | -23.5% | |
| GWW | GRAINGER W W INC | $19,715 | +14.5% | 25 | 0.0% | 0.01% | -7.1% | |
| ABNB | AIRBNB INC | $19,224 | +3.0% | 150 | 0.0% | 0.01% | -20.0% | |
| BGR | Buy | BLACKROCK ENERGY & RES TR | $18,520 | +0.6% | 1,538 | +1.6% | 0.01% | -20.0% |
| USMV | ISHARES TRmsci usa min vol | $18,582 | +2.2% | 250 | 0.0% | 0.01% | -14.3% | |
| DEF | INVESCO EXCH TRD SLF IDX FDdefensive eqty | $19,044 | +2.9% | 275 | 0.0% | 0.01% | -20.0% | |
| IGD | Buy | VOYA GLBL EQTY DIV & PREM OP | $17,218 | +3.1% | 3,350 | +2.4% | 0.01% | -15.4% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $18,022 | -17.3% | 633 | +0.5% | 0.01% | -35.3% |
| FHLC | FIDELITY COVINGTON TRUSTmsci hlth care i | $17,358 | +2.7% | 275 | 0.0% | 0.01% | -15.4% | |
| GPC | GENUINE PARTS CO | $16,923 | +1.1% | 100 | 0.0% | 0.01% | -15.4% | |
| OTEX | OPEN TEXT CORP | $16,620 | +7.8% | 400 | 0.0% | 0.01% | -8.3% | |
| ETB | Buy | EATON VANCE TAX MNGED BUY WR | $17,028 | +8.0% | 1,226 | +1.5% | 0.01% | -8.3% |
| CRM | SALESFORCE INC | $15,844 | +5.7% | 75 | 0.0% | 0.01% | -16.7% | |
| JBSS | SANFILIPPO JOHN B & SON INC | $15,011 | +21.0% | 128 | 0.0% | 0.01% | 0.0% | |
| HQH | Buy | TEKLA HEALTHCARE INVSsh ben int | $15,728 | -1.2% | 922 | +2.2% | 0.01% | -23.1% |
| EAD | Buy | ALLSPRING INCOME OPPORTUNITinc oppty fd | $16,251 | +2.7% | 2,520 | +0.8% | 0.01% | -16.7% |
| PORTILLOS INC | $15,771 | +5.4% | 700 | 0.0% | 0.01% | -16.7% | ||
| SYK | STRYKER CORPORATION | $15,254 | +6.9% | 50 | 0.0% | 0.01% | -9.1% | |
| BYD | BOYD GAMING CORP | $13,874 | +8.2% | 200 | 0.0% | 0.01% | -10.0% | |
| PRU | PRUDENTIAL FINL INC | $13,967 | +6.6% | 158 | 0.0% | 0.01% | -10.0% | |
| SYY | SYSCO CORP | $13,430 | -3.9% | 181 | 0.0% | 0.01% | -18.2% | |
| KMB | KIMBERLY-CLARK CORP | $13,944 | +2.9% | 101 | 0.0% | 0.01% | -18.2% | |
| BDJ | Buy | BLACKROCK ENHANCED EQUITY DI | $14,642 | -0.9% | 1,756 | +2.0% | 0.01% | -25.0% |
| DOV | DOVER CORP | $14,765 | -2.8% | 100 | 0.0% | 0.01% | -25.0% | |
| ELS | EQUITY LIFESTYLE PPTYS INC | $13,512 | -0.4% | 202 | 0.0% | 0.01% | -18.2% | |
| TD | TORONTO DOMINION BK ONT | $12,402 | +3.5% | 200 | 0.0% | 0.01% | -11.1% | |
| TIP | Buy | ISHARES TRtips bd etf | $11,793 | -1.5% | 110 | +0.9% | 0.01% | -11.1% |
| PKG | PACKAGING CORP AMER | $13,216 | -4.8% | 100 | 0.0% | 0.01% | -27.3% | |
| QCOM | QUALCOMM INC | $12,975 | -6.7% | 109 | 0.0% | 0.01% | -27.3% | |
| VTWO | VANGUARD SCOTTSDALE FDSvng rus2000idx | $11,343 | +4.9% | 150 | 0.0% | 0.01% | -22.2% | |
| LOW | LOWES COS INC | $11,285 | +12.9% | 50 | 0.0% | 0.01% | -12.5% | |
| FCPT | FOUR CORNERS PPTY TR INC | $10,516 | -5.4% | 414 | 0.0% | 0.01% | -22.2% | |
| IVV | Sell | ISHARES TRcore s&p500 etf | $10,251 | -10.9% | 23 | -17.9% | 0.01% | -22.2% |
| FB | META PLATFORMS INCcl a | $10,905 | +35.4% | 38 | 0.0% | 0.01% | +16.7% | |
| SO | SOUTHERN CO | $10,538 | +1.0% | 150 | 0.0% | 0.01% | -12.5% | |
| WTRG | ESSENTIAL UTILS INC | $11,374 | -8.6% | 285 | 0.0% | 0.01% | -30.0% | |
| TER | TERADYNE INC | $11,133 | +3.6% | 100 | 0.0% | 0.01% | -12.5% | |
| HQL | Buy | TEKLA LIFE SCIENCES INVSsh ben int | $11,354 | -0.6% | 839 | +2.3% | 0.01% | -22.2% |
| WHR | Buy | WHIRLPOOL CORP | $9,469 | +14.0% | 64 | +1.6% | 0.01% | -14.3% |
| MDT | Sell | MEDTRONIC PLC | $9,603 | -28.2% | 109 | -34.3% | 0.01% | -45.5% |
| BG | BUNGE LIMITED | $9,435 | -1.2% | 100 | 0.0% | 0.01% | -25.0% | |
| BROOKFIELD CORPcl a ltd vt sh | $9,287 | +3.2% | 276 | 0.0% | 0.01% | -14.3% | ||
| CVS | Buy | CVS HEALTH CORP | $9,330 | -6.2% | 135 | +0.7% | 0.01% | -25.0% |
| WY | WEYERHAEUSER CO MTN BE | $10,053 | +11.2% | 300 | 0.0% | 0.01% | -14.3% | |
| DTE | DTE ENERGY CO | $9,462 | +0.4% | 86 | 0.0% | 0.01% | -14.3% | |
| DIS | DISNEY WALT CO | $8,928 | -10.8% | 100 | 0.0% | 0.01% | -25.0% | |
| AKAM | AKAMAI TECHNOLOGIES INC | $8,987 | +14.8% | 100 | 0.0% | 0.01% | 0.0% | |
| EMR | EMERSON ELEC CO | $9,672 | +3.7% | 107 | 0.0% | 0.01% | -14.3% | |
| IYR | ISHARES TRu.s. real es etf | $9,109 | +2.4% | 105 | 0.0% | 0.01% | -14.3% | |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $9,672 | -20.6% | 128 | -16.3% | 0.01% | -40.0% |
| MDLZ | MONDELEZ INTL INCcl a | $9,993 | +4.6% | 137 | 0.0% | 0.01% | -25.0% | |
| SPGI | S&P GLOBAL INC | $10,022 | +16.3% | 25 | 0.0% | 0.01% | -14.3% | |
| LTHM | LIVENT CORP | $7,296 | +26.3% | 266 | 0.0% | 0.01% | 0.0% | |
| BBY | BEST BUY INC | $8,195 | +4.7% | 100 | 0.0% | 0.01% | -16.7% | |
| TGT | TARGET CORP | $7,123 | -20.4% | 54 | 0.0% | 0.01% | -28.6% | |
| FCX | FREEPORT-MCMORAN INCcl b | $8,000 | -2.2% | 200 | 0.0% | 0.01% | -16.7% | |
| MELI | MERCADOLIBRE INC | $7,108 | -10.1% | 6 | 0.0% | 0.01% | -16.7% | |
| WELL | WELLTOWER INC | $8,493 | +12.8% | 105 | 0.0% | 0.01% | -16.7% | |
| O | REALTY INCOME CORP | $7,354 | -5.6% | 123 | 0.0% | 0.01% | -16.7% | |
| SCHP | SCHWAB STRATEGIC TRus tips etf | $8,599 | -2.2% | 164 | 0.0% | 0.01% | -28.6% | |
| HRB | BLOCK H & R INC | $7,234 | -9.6% | 227 | 0.0% | 0.01% | -16.7% | |
| ALB | ALBEMARLE CORP | $8,116 | +1.1% | 36 | 0.0% | 0.01% | -16.7% | |
| LNT | ALLIANT ENERGY CORP | $7,137 | -1.7% | 136 | 0.0% | 0.01% | -16.7% | |
| F | FORD MTR CO DEL | $7,958 | +20.1% | 526 | 0.0% | 0.01% | 0.0% | |
| LAC | LITHIUM AMERS CORP NEW | $7,660 | -7.1% | 379 | 0.0% | 0.01% | -28.6% | |
| SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $6,754 | +0.2% | 200 | 0.0% | 0.00% | -20.0% | |
| RIO | RIO TINTO PLCsponsored adr ne | $6,384 | -6.9% | 100 | 0.0% | 0.00% | -20.0% | |
| IEF | ISHARES TR7-10 yr trsy bd | $5,603 | -2.5% | 58 | 0.0% | 0.00% | -20.0% | |
| DVN | Buy | DEVON ENERGY CORP NEW | $5,584 | -2.9% | 116 | +1.8% | 0.00% | -20.0% |
| WPC | WP CAREY INC | $6,756 | -12.8% | 100 | 0.0% | 0.00% | -33.3% | |
| PCF | Buy | HIGH INCOME SECS FD | $6,785 | +2.6% | 1,047 | +2.8% | 0.00% | -20.0% |
| CAT | CATERPILLAR INC | $6,151 | +7.5% | 25 | 0.0% | 0.00% | -20.0% | |
| NTR | NUTRIEN LTD | $5,905 | -20.0% | 100 | 0.0% | 0.00% | -33.3% | |
| ULTA | ULTA BEAUTY INC | $7,059 | -13.8% | 15 | 0.0% | 0.00% | -33.3% | |
| GENERAL ELECTRIC CO | $6,701 | +14.9% | 61 | 0.0% | 0.00% | -20.0% | ||
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $5,512 | +8.1% | 151 | 0.0% | 0.00% | 0.0% | |
| INTC | INTEL CORP | $6,688 | +2.4% | 200 | 0.0% | 0.00% | -20.0% | |
| BZH | BEAZER HOMES USA INC | $5,658 | +78.1% | 200 | 0.0% | 0.00% | +33.3% | |
| VYMI | VANGUARD WHITEHALL FDSintl high etf | $6,320 | +2.0% | 100 | 0.0% | 0.00% | -20.0% | |
| TITN | TITAN MACHY INC | $5,900 | -3.1% | 200 | 0.0% | 0.00% | -20.0% | |
| SYF | SYNCHRONY FINANCIAL | $6,784 | +16.6% | 200 | 0.0% | 0.00% | -20.0% | |
| SMG | SCOTTS MIRACLE-GRO COcl a | $6,269 | -10.1% | 100 | 0.0% | 0.00% | -20.0% | |
| VALE | VALE S Asponsored ads | $5,368 | -15.0% | 400 | 0.0% | 0.00% | -40.0% | |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $4,438 | +3.7% | 80 | +2.6% | 0.00% | 0.0% |
| PLW | INVESCO EXCH TRADED FD TR II1 30 lader tre | $5,338 | -2.6% | 183 | 0.0% | 0.00% | -25.0% | |
| KMI | KINDER MORGAN INC DEL | $5,166 | -1.7% | 300 | 0.0% | 0.00% | -25.0% | |
| UHT | UNIVERSAL HEALTH RLTY INCOMEsh ben int | $4,758 | -1.1% | 100 | 0.0% | 0.00% | -25.0% | |
| PEAK | HEALTHPEAK PROPERTIES INC | $5,206 | -8.5% | 259 | 0.0% | 0.00% | -25.0% | |
| PFXF | VANECK ETF TRUSTpreferred securt | $5,301 | +0.1% | 300 | 0.0% | 0.00% | -25.0% | |
| UBER | UBER TECHNOLOGIES INC | $5,180 | +36.2% | 120 | 0.0% | 0.00% | 0.0% | |
| QQEW | FIRST TR NAS100 EQ WEIGHTED | $5,345 | +6.2% | 50 | 0.0% | 0.00% | -25.0% | |
| SSRM | SSR MINING IN | $4,116 | -6.1% | 290 | 0.0% | 0.00% | 0.0% | |
| ETSY | ETSY INC | $4,230 | -24.0% | 50 | 0.0% | 0.00% | -25.0% | |
| EQC | EQUITY COMWLTH | $4,052 | -2.2% | 200 | 0.0% | 0.00% | 0.0% | |
| SCHH | SCHWAB STRATEGIC TRus reit etf | $5,156 | +0.2% | 264 | 0.0% | 0.00% | -25.0% | |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $4,315 | +3.1% | 164 | +1.2% | 0.00% | 0.0% |
| EBF | ENNIS INC | $4,076 | -3.4% | 200 | 0.0% | 0.00% | 0.0% | |
| VTV | VANGUARD INDEX FDSvalue etf | $5,258 | +2.9% | 37 | 0.0% | 0.00% | -25.0% | |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC | $4,729 | +25.3% | 421 | +1.0% | 0.00% | 0.0% |
| NEE | NEXTERA ENERGY INC | $4,971 | -3.7% | 67 | 0.0% | 0.00% | -25.0% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $4,278 | +25.2% | 2 | 0.0% | 0.00% | 0.0% | |
| KMX | CARMAX INC | $5,189 | +30.2% | 62 | 0.0% | 0.00% | 0.0% | |
| BSX | BOSTON SCIENTIFIC CORP | $5,409 | +8.1% | 100 | 0.0% | 0.00% | -25.0% | |
| BWA | BORGWARNER INC | $4,891 | -0.4% | 100 | 0.0% | 0.00% | -25.0% | |
| PPL | PPL CORP | $5,292 | -4.8% | 200 | 0.0% | 0.00% | -25.0% | |
| PFE | Buy | PFIZER INC | $4,093 | -9.2% | 112 | +1.8% | 0.00% | -25.0% |
| SWK | STANLEY BLACK & DECKER INC | $5,248 | +16.3% | 56 | 0.0% | 0.00% | -25.0% | |
| TGNA | TEGNA INC | $4,872 | -4.0% | 300 | 0.0% | 0.00% | -25.0% | |
| SQ | BLOCK INCcl a | $5,259 | -3.0% | 79 | 0.0% | 0.00% | -25.0% | |
| New | SOUNDHOUND AI INC | $4,550 | – | 1,000 | +100.0% | 0.00% | – | |
| XLE | SELECT SECTOR SPDR TRenergy | $4,058 | -2.0% | 50 | 0.0% | 0.00% | 0.0% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $5,046 | +8.5% | 50 | 0.0% | 0.00% | -25.0% | |
| SPHB | New | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $5,118 | – | 67 | +100.0% | 0.00% | – |
| ET | ENERGY TRANSFER L P | $3,658 | +1.9% | 288 | 0.0% | 0.00% | -33.3% | |
| AMKR | AMKOR TECHNOLOGY INC | $2,469 | +14.3% | 83 | 0.0% | 0.00% | 0.0% | |
| AUGX | New | AUGMEDIX INC | $2,405 | – | 500 | +100.0% | 0.00% | – |
| BGS | B & G FOODS INC NEW | $3,689 | -10.4% | 265 | 0.0% | 0.00% | -33.3% | |
| GOLD | BARRICK GOLD CORP | $3,589 | -8.8% | 212 | 0.0% | 0.00% | -33.3% | |
| UAN | Buy | CVR PARTNERS LP | $2,516 | +1.3% | 31 | +10.7% | 0.00% | 0.0% |
| CCL | Sell | CARNIVAL CORP | $3,766 | +55.9% | 200 | -16.0% | 0.00% | 0.0% |
| CRON | CRONOS GROUP INC | $3,761 | +1.6% | 1,909 | 0.0% | 0.00% | -33.3% | |
| PLOW | DOUGLAS DYNAMICS INC | $2,988 | -6.3% | 100 | 0.0% | 0.00% | -33.3% | |
| ENB | ENBRIDGE INC | $3,715 | -2.6% | 100 | 0.0% | 0.00% | -33.3% | |
| GM | GENERAL MTRS CO | $2,506 | +5.1% | 65 | 0.0% | 0.00% | 0.0% | |
| GBDC | GOLUB CAP BDC INC | $2,700 | -0.4% | 200 | 0.0% | 0.00% | 0.0% | |
| HMC | HONDA MOTOR LTD | $3,031 | +14.4% | 100 | 0.0% | 0.00% | 0.0% | |
| IIPR | New | INNOVATIVE INDL PPTYS INC | $3,650 | – | 50 | +100.0% | 0.00% | – |
| JNPR | JUNIPER NETWORKS INC | $3,133 | -9.0% | 100 | 0.0% | 0.00% | -33.3% | |
| KYNDRYL HLDGS INC | $2,656 | -10.0% | 200 | 0.0% | 0.00% | 0.0% | ||
| LEG | LEGGETT & PLATT INC | $3,347 | -7.1% | 113 | 0.0% | 0.00% | -33.3% | |
| MTB | M & T BK CORP | $2,846 | +3.5% | 23 | 0.0% | 0.00% | 0.0% | |
| MRC | MRC GLOBAL INC | $3,021 | +3.6% | 300 | 0.0% | 0.00% | 0.0% | |
| PINS | PINTEREST INCcl a | $2,597 | +0.2% | 95 | 0.0% | 0.00% | 0.0% | |
| PROSHARES TRbitcoin strate | $2,972 | -3.1% | 175 | 0.0% | 0.00% | 0.0% | ||
| QRVO | QORVO INC | $2,551 | +0.5% | 25 | 0.0% | 0.00% | 0.0% | |
| SCHW | Buy | SCHWAB CHARLES CORP | $2,982 | +8.7% | 53 | +1.9% | 0.00% | 0.0% |
| SOFI | SOFI TECHNOLOGIES INC | $2,502 | +37.4% | 300 | 0.0% | 0.00% | +100.0% | |
| SAVE | SPIRIT AIRLS INC | $2,849 | -0.0% | 166 | 0.0% | 0.00% | 0.0% | |
| STEM | STEM INC | $2,574 | +0.9% | 450 | 0.0% | 0.00% | 0.0% | |
| TAK | New | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $2,718 | – | 173 | +100.0% | 0.00% | – |
| UEC | URANIUM ENERGY CORP | $2,720 | +18.1% | 800 | 0.0% | 0.00% | 0.0% | |
| Buy | LINDE PLC | $3,430 | +93.0% | 9 | +80.0% | 0.00% | +100.0% | |
| JBLU | JETBLUE AWYS CORP | $886 | +21.7% | 100 | 0.0% | 0.00% | 0.0% | |
| RIVIAN AUTOMOTIVE INC | $916 | +7.6% | 55 | 0.0% | 0.00% | 0.0% | ||
| PLL | PIEDMONT LITHIUM INC | $1,962 | -3.9% | 34 | 0.0% | 0.00% | -50.0% | |
| PYPL | PAYPAL HLDGS INC | $1,735 | -12.1% | 26 | 0.0% | 0.00% | -50.0% | |
| NUVA | NUVASIVE INC | $2,080 | +0.7% | 50 | 0.0% | 0.00% | -50.0% | |
| NWL | NEWELL BRANDS INC | $2,175 | -30.1% | 250 | 0.0% | 0.00% | -50.0% | |
| NGG | NATIONAL GRID PLCsponsored adr ne | $1,683 | -1.0% | 25 | 0.0% | 0.00% | 0.0% | |
| NIO | NIO INCspon ads | $1,744 | -7.8% | 180 | 0.0% | 0.00% | 0.0% | |
| MGM | MGM RESORTS INTERNATIONAL | $1,493 | -1.1% | 34 | 0.0% | 0.00% | 0.0% | |
| LEV | THE LION ELECTRIC COMPANY | $1,850 | -0.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
| KHC | KRAFT HEINZ CO | $1,704 | -8.2% | 48 | 0.0% | 0.00% | 0.0% | |
| KOS | KOSMOS ENERGY LTD | $1,198 | -19.5% | 200 | 0.0% | 0.00% | 0.0% | |
| VFC | V F CORP | $1,623 | -16.6% | 85 | 0.0% | 0.00% | -50.0% | |
| HEALTHCARE RLTY TR | $1,018 | -2.5% | 54 | 0.0% | 0.00% | 0.0% | ||
| GE HEALTHCARE TECHNOLOGIES I | $1,625 | -1.0% | 20 | 0.0% | 0.00% | 0.0% | ||
| FCPI | FIDELITY COVINGTON TRUSTstock for infl | $1,640 | +4.2% | 50 | 0.0% | 0.00% | 0.0% | |
| DOW | DOW INC | $2,040 | -1.5% | 38 | 0.0% | 0.00% | -50.0% | |
| DOCU | DOCUSIGN INC | $1,277 | -12.4% | 25 | 0.0% | 0.00% | 0.0% | |
| DTM | DT MIDSTREAM INC | $2,132 | +0.4% | 43 | 0.0% | 0.00% | -50.0% | |
| CCI | CROWN CASTLE INC | $1,139 | -14.9% | 10 | 0.0% | 0.00% | 0.0% | |
| CEVA | CEVA INC | $1,278 | -16.0% | 50 | 0.0% | 0.00% | 0.0% | |
| CX | CEMEX SAB DE CVspon adr new | $2,124 | +28.0% | 300 | 0.0% | 0.00% | 0.0% | |
| BROOKFIELD ASSET MANAGMT LTD | $1,012 | -0.2% | 31 | 0.0% | 0.00% | 0.0% | ||
| BHP | BHP GROUP LTDsponsored ads | $1,711 | -5.9% | 29 | 0.0% | 0.00% | 0.0% | |
| BAC | BANK AMERICA CORP | $1,415 | +1.1% | 49 | 0.0% | 0.00% | 0.0% | |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $1,240 | -15.2% | 10 | 0.0% | 0.00% | 0.0% | |
| BIDU | BAIDU INCspon adr rep a | $1,643 | -9.3% | 12 | 0.0% | 0.00% | 0.0% | |
| TGH | TEXTAINER GROUP HOLDINGS LTD | $1,575 | +22.7% | 40 | 0.0% | 0.00% | 0.0% | |
| AUPH | AURINIA PHARMACEUTICALS INC | $1,452 | -11.7% | 150 | 0.0% | 0.00% | 0.0% | |
| SPLK | SPLUNK INC | $1,485 | +10.7% | 14 | 0.0% | 0.00% | 0.0% | |
| SXC | SUNCOKE ENERGY INC | $834 | -12.4% | 106 | 0.0% | 0.00% | 0.0% | |
| SYNA | SYNAPTICS INC | $2,134 | -23.2% | 25 | 0.0% | 0.00% | -50.0% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $455 | +8.9% | 1 | 0.0% | 0.00% | – | |
| DLTR | DOLLAR TREE INC | $718 | 0.0% | 5 | 0.0% | 0.00% | -100.0% | |
| MJ | Buy | ETF MANAGERS TRetfmg altr hrvst | $245 | -14.3% | 82 | +1.2% | 0.00% | – |
| AMC | AMC ENTMT HLDGS INC | $352 | -12.2% | 80 | 0.0% | 0.00% | – | |
| AG | FIRST MAJESTIC SILVER CORP | $672 | -21.7% | 119 | 0.0% | 0.00% | -100.0% | |
| COIN | COINBASE GLOBAL INC | $716 | +5.9% | 10 | 0.0% | 0.00% | -100.0% | |
| CLNE | CLEAN ENERGY FUELS CORP | $600 | +13.6% | 121 | 0.0% | 0.00% | – | |
| ON | Exit | ON SEMICONDUCTOR CORP | $0 | – | -5 | -100.0% | 0.00% | – |
| REMX | VANECK ETF TRUSTrare earth/strtg | $748 | +1.9% | 9 | 0.0% | 0.00% | -100.0% | |
| CGC | CANOPY GROWTH CORP | $429 | -77.8% | 1,105 | 0.0% | 0.00% | -100.0% | |
| GORO | GOLD RESOURCE CORP | $417 | -40.0% | 662 | 0.0% | 0.00% | -100.0% | |
| BCLI | BRAINSTORM CELL THERAPEUTICS | $206 | -37.6% | 100 | 0.0% | 0.00% | – | |
| INSG | INSEEGO CORP | $595 | +10.4% | 925 | 0.0% | 0.00% | – | |
| SNDL INC | $348 | -14.3% | 254 | 0.0% | 0.00% | – | ||
| KTB | KONTOOR BRANDS INC | $505 | -13.1% | 12 | 0.0% | 0.00% | – | |
| KULR | KULR TECHNOLOGY GROUP INC | $474 | -27.0% | 740 | 0.0% | 0.00% | -100.0% | |
| LWAY | LIFEWAY FOODS INC | $673 | +11.4% | 100 | 0.0% | 0.00% | – | |
| NAT | NORDIC AMERICAN TANKERS LIMI | $528 | -7.4% | 144 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS INC | $417 | -23.3% | 780 | 0.0% | 0.00% | – | |
| Exit | ORGANIGRAM HLDGS INC | $0 | – | -400 | -100.0% | 0.00% | – | |
| PXH | Exit | INVESCO EXCH TRADED FD TR IIftse rafi emng | $0 | – | -31 | -100.0% | 0.00% | – |
| DNOW | NOW INC | $777 | -7.1% | 75 | 0.0% | 0.00% | -100.0% | |
| TNK | Exit | TEEKAY TANKERS LTDcl a | $0 | – | -5 | -100.0% | 0.00% | – |
| PLUG | PLUG POWER INC | $779 | -11.4% | 75 | 0.0% | 0.00% | -100.0% | |
| TLRY | Exit | TILRAY BRANDS INC | $0 | – | -83 | -100.0% | 0.00% | – |
| PRLB | PROTO LABS INC | $594 | +5.3% | 17 | 0.0% | 0.00% | – | |
| INSW | Exit | INTERNATIONAL SEAWAYS INC | $0 | – | -30 | -100.0% | -0.00% | – |
| STLD | Exit | STEEL DYNAMICS INC | $0 | – | -14 | -100.0% | -0.00% | – |
| PWR | Exit | QUANTA SVCS INC | $0 | – | -10 | -100.0% | -0.00% | – |
| PBF | Exit | PBF ENERGY INCcl a | $0 | – | -50 | -100.0% | -0.00% | – |
| ENPH | Exit | ENPHASE ENERGY INC | $0 | – | -15 | -100.0% | -0.00% | – |
| RWJ | Exit | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $0 | – | -20 | -100.0% | -0.00% | – |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -20 | -100.0% | -0.00% | – |
| LNG | Exit | CHENIERE ENERGY INC | $0 | – | -20 | -100.0% | -0.00% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -20 | -100.0% | -0.00% | – |
| CPRX | Exit | CATALYST PHARMACEUTICALS INC | $0 | – | -150 | -100.0% | -0.00% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -40 | -100.0% | -0.00% | – |
| HES | Exit | HESS CORP | $0 | – | -30 | -100.0% | -0.00% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -84 | -100.0% | -0.00% | – |
| TWNK | Exit | HOSTESS BRANDS INCcl a | $0 | – | -150 | -100.0% | -0.00% | – |
| CEIX | Exit | CONSOL ENERGY INC NEW | $0 | – | -75 | -100.0% | -0.00% | – |
| PXD | Exit | PIONEER NAT RES CO | $0 | – | -20 | -100.0% | -0.00% | – |
| OXY | Exit | OCCIDENTAL PETE CORP | $0 | – | -70 | -100.0% | -0.00% | – |
| MGPI | Exit | MGP INGREDIENTS INC NEW | $0 | – | -45 | -100.0% | -0.00% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -40 | -100.0% | -0.00% | – |
| MCK | Exit | MCKESSON CORP | $0 | – | -12 | -100.0% | -0.00% | – |
| EQIX | Exit | EQUINIX INC | $0 | – | -5 | -100.0% | -0.00% | – |
| Exit | HF SINCLAIR CORP | $0 | – | -75 | -100.0% | -0.00% | – | |
| XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -75 | -100.0% | -0.00% | – |
| VRTX | Exit | VERTEX PHARMACEUTICALS INC | $0 | – | -15 | -100.0% | -0.00% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -10 | -100.0% | -0.00% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -14 | -100.0% | -0.00% | – |
| IYK | Exit | ISHARES TRus consm staples | $0 | – | -25 | -100.0% | -0.00% | – |
| CF | Exit | CF INDS HLDGS INC | $0 | – | -70 | -100.0% | -0.00% | – |
| DLR | Exit | DIGITAL RLTY TR INC | $0 | – | -48 | -100.0% | -0.00% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -125 | -100.0% | -0.01% | – |
| XSD | Exit | SPDR SER TRs&p semicndctr | $0 | – | -50 | -100.0% | -0.01% | – |
| CDC | Exit | VICTORY PORTFOLIOS II | $0 | – | -300 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AT&T INC | 41 | Q2 2023 | 2.0% |
| HOME DEPOT INC | 35 | Q2 2023 | 0.6% |
| CISCO SYS INC | 35 | Q2 2023 | 3.2% |
| GENERAL MLS INC | 34 | Q2 2023 | 0.4% |
| ILLINOIS TOOL WKS INC | 34 | Q2 2023 | 0.4% |
| ZYNGA INC | 30 | Q4 2020 | 0.1% |
| APPLE INC | 27 | Q2 2023 | 1.2% |
| INTERNATIONAL BUSINESS MACHS | 26 | Q2 2023 | 0.3% |
| PROCTER & GAMBLE CO | 26 | Q2 2023 | 0.2% |
| ABBOTT LABS | 25 | Q2 2023 | 0.5% |
View PIERSHALE FINANCIAL GROUP, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-07-06 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-14 |
| 13F-HR | 2022-04-11 |
| 13F-HR | 2022-01-21 |
| 13F-HR | 2021-10-20 |
| 13F-HR | 2021-07-15 |
| 13F-HR | 2021-04-20 |
View PIERSHALE FINANCIAL GROUP, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.