$51.9 Million is the total value of PIERSHALE FINANCIAL GROUP, INC.'s 120 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RSP | New | RYDEX ETF TRUSTgug s&p500 eq wt | $4,528,000 | – | 73,899 | +100.0% | 8.73% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $4,375,000 | – | 99,462 | +100.0% | 8.44% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $4,010,000 | – | 147,205 | +100.0% | 7.73% | – |
| CIEN | New | CIENA CORP | $3,459,000 | – | 178,049 | +100.0% | 6.67% | – |
| SCSS | New | SELECT COMFORT CORP | $3,214,000 | – | 128,260 | +100.0% | 6.20% | – |
| DLTR | New | DOLLAR TREE INC | $3,009,000 | – | 59,195 | +100.0% | 5.80% | – |
| YUM | New | YUM BRANDS INC | $2,996,000 | – | 43,207 | +100.0% | 5.78% | – |
| UNM | New | UNUM GROUP | $2,996,000 | – | 102,016 | +100.0% | 5.78% | – |
| FL | New | FOOT LOCKER INC | $2,960,000 | – | 84,259 | +100.0% | 5.71% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $2,930,000 | – | 44,739 | +100.0% | 5.65% | – |
| TJX | New | TJX COS INC NEW | $2,912,000 | – | 58,175 | +100.0% | 5.61% | – |
| CERN | New | CERNER CORP | $2,826,000 | – | 29,414 | +100.0% | 5.45% | – |
| New | BMC SOFTWARE INC | $2,808,000 | – | 62,229 | +100.0% | 5.41% | – | |
| ROST | New | ROSS STORES INC | $2,788,000 | – | 43,025 | +100.0% | 5.38% | – |
| PETM | New | PETSMART INC | $2,747,000 | – | 41,007 | +100.0% | 5.30% | – |
| T | New | AT&T INC | $698,000 | – | 19,718 | +100.0% | 1.35% | – |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $290,000 | – | 5,753 | +100.0% | 0.56% | – |
| ABBV | New | ABBVIE INC | $195,000 | – | 4,711 | +100.0% | 0.38% | – |
| WAG | New | WALGREEN CO | $182,000 | – | 4,109 | +100.0% | 0.35% | – |
| HSIC | New | SCHEIN HENRY INC | $175,000 | – | 1,830 | +100.0% | 0.34% | – |
| New | ABBOTT LABS | $161,000 | – | 4,609 | +100.0% | 0.31% | – | |
| ITW | New | ILLINOIS TOOL WKS INC | $160,000 | – | 2,319 | +100.0% | 0.31% | – |
| ROK | New | ROCKWELL AUTOMATION INC | $133,000 | – | 1,594 | +100.0% | 0.26% | – |
| XOM | New | EXXON MOBIL CORP | $113,000 | – | 1,250 | +100.0% | 0.22% | – |
| SYY | New | SYSCO CORP | $112,000 | – | 3,282 | +100.0% | 0.22% | – |
| COL | New | ROCKWELL COLLINS INC | $101,000 | – | 1,594 | +100.0% | 0.20% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $75,000 | – | 1,496 | +100.0% | 0.14% | – |
| MSI | New | MOTOROLA SOLUTIONS INC | $67,000 | – | 1,154 | +100.0% | 0.13% | – |
| TGT | New | TARGET CORP | $62,000 | – | 903 | +100.0% | 0.12% | – |
| EXC | New | EXELON CORP | $57,000 | – | 1,843 | +100.0% | 0.11% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $57,000 | – | 903 | +100.0% | 0.11% | – |
| PEP | New | PEPSICO INC | $55,000 | – | 676 | +100.0% | 0.11% | – |
| OXY | New | OCCIDENTAL PETE CORP DEL | $48,000 | – | 539 | +100.0% | 0.09% | – |
| TBT | New | * PROSHARES TR | $38,000 | – | 522 | +100.0% | 0.07% | – |
| PRU | New | PRUDENTIAL FINL INC | $27,000 | – | 366 | +100.0% | 0.05% | – |
| MSFT | New | MICROSOFT CORP | $26,000 | – | 765 | +100.0% | 0.05% | – |
| CAT | New | CATERPILLAR INC DEL | $25,000 | – | 300 | +100.0% | 0.05% | – |
| XRAY | New | DENTSPLY INTL INC NEW | $25,000 | – | 610 | +100.0% | 0.05% | – |
| CSCO | New | CISCO SYS INC | $24,000 | – | 1,000 | +100.0% | 0.05% | – |
| NOV | New | NATIONAL OILWELL VARCO INC | $20,000 | – | 294 | +100.0% | 0.04% | – |
| UNP | New | UNION PAC CORP | $19,000 | – | 125 | +100.0% | 0.04% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $18,000 | – | 212 | +100.0% | 0.04% | – |
| EQIX | New | EQUINIX INC | $17,000 | – | 93 | +100.0% | 0.03% | – |
| PPL | New | PPL CORP | $16,000 | – | 515 | +100.0% | 0.03% | – |
| SBND | New | DEUTSCHE BK AG LONDON BRHdb 3x shrt ust | $16,000 | – | 1,760 | +100.0% | 0.03% | – |
| MMM | New | 3M CO | $16,000 | – | 148 | +100.0% | 0.03% | – |
| New | BOEING CO | $14,000 | – | 133 | +100.0% | 0.03% | – | |
| PXD | New | PIONEER NAT RES CO | $13,000 | – | 93 | +100.0% | 0.02% | – |
| F | New | FORD MTR CO DEL | $12,000 | – | 750 | +100.0% | 0.02% | – |
| ORCL | New | ORACLE CORP | $12,000 | – | 400 | +100.0% | 0.02% | – |
| F113PS | New | COVIDIEN PLC | $11,000 | – | 182 | +100.0% | 0.02% | – |
| JPM | New | JPMORGAN CHASE & CO | $11,000 | – | 203 | +100.0% | 0.02% | – |
| JNJ | New | JOHNSON & JOHNSON | $11,000 | – | 126 | +100.0% | 0.02% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $11,000 | – | 293 | +100.0% | 0.02% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $11,000 | – | 123 | +100.0% | 0.02% | – |
| TTEK | New | TETRA TECH INC NEW | $10,000 | – | 440 | +100.0% | 0.02% | – |
| LNC | New | LINCOLN NATL CORP IND | $10,000 | – | 287 | +100.0% | 0.02% | – |
| KSS | New | KOHLS CORP | $10,000 | – | 200 | +100.0% | 0.02% | – |
| PNRA | New | PANERA BREAD COcl a | $9,000 | – | 49 | +100.0% | 0.02% | – |
| DPZ | New | DOMINOS PIZZA INC | $9,000 | – | 151 | +100.0% | 0.02% | – |
| GWW | New | GRAINGER W W INC | $8,000 | – | 31 | +100.0% | 0.02% | – |
| NVDA | New | NVIDIA CORP | $8,000 | – | 540 | +100.0% | 0.02% | – |
| HAL | New | HALLIBURTON CO | $8,000 | – | 194 | +100.0% | 0.02% | – |
| TEVA | New | TEVA PHARMACEUTICAL INDS LTDadr | $8,000 | – | 202 | +100.0% | 0.02% | – |
| HSH | New | HILLSHIRE BRANDS CO | $7,000 | – | 200 | +100.0% | 0.01% | – |
| OTEX | New | OPEN TEXT CORP | $7,000 | – | 100 | +100.0% | 0.01% | – |
| CVS | New | CVS CAREMARK CORPORATION | $6,000 | – | 108 | +100.0% | 0.01% | – |
| New | BANK OF AMERICA CORPORATION | $6,000 | – | 430 | +100.0% | 0.01% | – | |
| MDRX | New | ALLSCRIPTS HEALTHCARE SOLUTN | $6,000 | – | 437 | +100.0% | 0.01% | – |
| ETP | New | ENERGY TRANSFER PRTNRS L Punit ltd partn | $5,000 | – | 104 | +100.0% | 0.01% | – |
| CNX | New | CONSOL ENERGY INC | $5,000 | – | 180 | +100.0% | 0.01% | – |
| HLS | New | HEALTHSOUTH CORP | $4,000 | – | 136 | +100.0% | 0.01% | – |
| P105PS | New | INTEGRYS ENERGY GROUP INC | $4,000 | – | 75 | +100.0% | 0.01% | – |
| TCF | New | TCF FINL CORP | $3,000 | – | 177 | +100.0% | 0.01% | – |
| EWX | New | SPDR INDEX | $3,000 | – | 62 | +100.0% | 0.01% | – |
| New | BARRICK GOLD CORP | $3,000 | – | 201 | +100.0% | 0.01% | – | |
| New | APPLE INC | $3,000 | – | 7 | +100.0% | 0.01% | – | |
| DLR | New | DIGITAL RLTY TR INC | $3,000 | – | 48 | +100.0% | 0.01% | – |
| SCIF | New | MARKET VECTORS ETF TRindia small cp | $2,000 | – | 218 | +100.0% | 0.00% | – |
| EWZ | New | ISHARES INCmsci brazil | $2,000 | – | 50 | +100.0% | 0.00% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $2,000 | – | 60 | +100.0% | 0.00% | – |
| GMWSB | New | GENERAL MTRS CO*w exp 07/10/201 | $1,000 | – | 44 | +100.0% | 0.00% | – |
| AXDX | New | ACCELERATE DIAGNOSTICS INC | $1,000 | – | 69 | +100.0% | 0.00% | – |
| UBFO | New | UNITED SECURITY BANCSHARES C | $1,000 | – | 152 | +100.0% | 0.00% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $1,000 | – | 100 | +100.0% | 0.00% | – |
| BNCN | New | BNC BANCORP | $1,000 | – | 54 | +100.0% | 0.00% | – |
| VNDA | New | VANDA PHARMACEUTICALS INC | $1,000 | – | 101 | +100.0% | 0.00% | – |
| FTR | New | FRONTIER COMMUNICATIONS CORP | $1,000 | – | 359 | +100.0% | 0.00% | – |
| BBX | New | BBX CAP CORPcl a par $0.01 | $1,000 | – | 48 | +100.0% | 0.00% | – |
| SXC | New | SUNCOKE ENERGY INC | $1,000 | – | 106 | +100.0% | 0.00% | – |
| STKL | New | SUNOPTA INC | $1,000 | – | 78 | +100.0% | 0.00% | – |
| XOMA | New | XOMA CORP DEL | $1,000 | – | 146 | +100.0% | 0.00% | – |
| ACTS | New | ACTIONS SEMICONDUCTOR CO LTDadr | $1,000 | – | 189 | +100.0% | 0.00% | – |
| SPHQ | New | POWERSHARES ETF TRUSTs&p 500 hgh qlty | $1,000 | – | 35 | +100.0% | 0.00% | – |
| LEDR | New | MARKET LEADER INC | $1,000 | – | 51 | +100.0% | 0.00% | – |
| GE | New | GENERAL ELECTRIC CO | $1,000 | – | 55 | +100.0% | 0.00% | – |
| RIMG | New | RIMAGE CORP | $1,000 | – | 70 | +100.0% | 0.00% | – |
| New | * ALLIANCE HEALTHCARE SRVCS IN | $1,000 | – | 43 | +100.0% | 0.00% | – | |
| TLFA | New | TANDY LEATHER FACTORY INC | $1,000 | – | 76 | +100.0% | 0.00% | – |
| TRGT | New | TARGACEPT INC | $1,000 | – | 178 | +100.0% | 0.00% | – |
| CWCO | New | CONSOLIDATED WATER CO INCord | $1,000 | – | 54 | +100.0% | 0.00% | – |
| GMWSA | New | GENERAL MTRS CO*w exp 07/10/201 | $1,000 | – | 44 | +100.0% | 0.00% | – |
| HEROQ | New | HERCULES OFFSHORE INC | $1,000 | – | 75 | +100.0% | 0.00% | – |
| New | AMERICAN PAC CORP | $1,000 | – | 20 | +100.0% | 0.00% | – | |
| AGQ | New | PROSHARES TR IIultra silver | $1,000 | – | 68 | +100.0% | 0.00% | – |
| GM | New | GENERAL MTRS CO | $0 | – | 1 | +100.0% | 0.00% | – |
| GTATQ | New | GT ADVANCED TECHNOLOGIES INC | $0 | – | 68 | +100.0% | 0.00% | – |
| FCX | New | FREEPORT-MCMORAN COPPER & GO | $0 | – | 17 | +100.0% | 0.00% | – |
| NOK | New | NOKIA CORPsponsored adr | $0 | – | 20 | +100.0% | 0.00% | – |
| STRZA | New | * STARZ LIBRTY CAP | $0 | – | 9 | +100.0% | 0.00% | – |
| OSHWQ | New | ORCHARD SUPPLY HARDWARE STORcl a | $0 | – | 13 | +100.0% | 0.00% | – |
| New | CATERPILLAR INC DEL | $0 | – | 3 | +100.0% | 0.00% | – | |
| New | ORACLE CORP | $0 | – | 4 | +100.0% | 0.00% | – | |
| New | OPEN TEXT CORP | $0 | – | 1 | +100.0% | 0.00% | – | |
| USU | New | USEC INC | $0 | – | 1,000 | +100.0% | 0.00% | – |
| CBLAQ | New | CBL & ASSOC PPTYS INC | $0 | – | 2 | +100.0% | 0.00% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $0 | – | 15 | +100.0% | 0.00% | – |
| ARRY | New | ARRAY BIOPHARMA INC | $0 | – | 109 | +100.0% | 0.00% | – |
| New | OPEN TEXT CORP | $0 | – | 1 | +100.0% | 0.00% | – | |
| ZNGA | New | ZYNGA INCcl a | $0 | – | 28 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-07-17
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.