$122 Million is the total value of PIERSHALE FINANCIAL GROUP, INC.'s 193 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 90.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PCY | New | POWERSHARES GLOBAL ETF TRUSTsovereign debt | $13,899,000 | – | 476,637 | +100.0% | 11.37% | – |
HYD | New | MARKET VECTORS ETF TRhg yld mun etf | $13,834,000 | – | 458,686 | +100.0% | 11.31% | – |
LQD | New | ISHARES TRiboxx inv cpbd | $13,757,000 | – | 115,354 | +100.0% | 11.25% | – |
SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $6,674,000 | +44393.3% | 155,831 | +43672.8% | 5.46% | +30222.2% |
SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $6,674,000 | +24.8% | 188,694 | +16.9% | 5.46% | -12.6% |
IYM | New | ISHARES TRdj us bas matl | $6,576,000 | – | 75,133 | +100.0% | 5.38% | – |
IJJ | New | ISHARES TRs&p midcp valu | $6,566,000 | – | 51,737 | +100.0% | 5.37% | – |
SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $6,496,000 | – | 138,715 | +100.0% | 5.31% | – |
SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $6,491,000 | +3.4% | 161,319 | -0.8% | 5.31% | -27.6% |
IJS | New | ISHARES TRs&p smlcp valu | $6,289,000 | – | 54,481 | +100.0% | 5.14% | – |
Sell | ALLERGAN INC | $2,548,000 | -8.5% | 15,056 | -32.9% | 2.08% | -35.9% | |
NBR | Sell | NABORS INDUSTRIES LTD | $2,347,000 | -13.9% | 79,924 | -27.7% | 1.92% | -39.7% |
CSCO | Sell | CISCO SYS INC | $2,197,000 | -19.2% | 88,418 | -27.1% | 1.80% | -43.4% |
CPN | Sell | CALPINE CORP | $2,188,000 | -17.9% | 91,910 | -27.9% | 1.79% | -42.5% |
MYGN | Sell | MYRIAD GENETICS INC | $2,132,000 | -18.2% | 54,791 | -28.1% | 1.74% | -42.7% |
MGA | Sell | MAGNA INTL INC | $2,128,000 | -19.5% | 19,746 | -28.1% | 1.74% | -43.6% |
JOY | Sell | JOY GLOBAL INC | $2,058,000 | -36.3% | 33,422 | -40.0% | 1.68% | -55.4% |
LYB | Sell | LYONDELLBASELL INDUSTRIES N | $2,042,000 | -20.7% | 20,914 | -27.7% | 1.67% | -44.4% |
EIX | Sell | EDISON INTL | $2,039,000 | -30.6% | 35,091 | -32.4% | 1.67% | -51.4% |
ENB | Sell | ENBRIDGE INC | $2,006,000 | -29.1% | 42,257 | -32.1% | 1.64% | -50.4% |
Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,907,000 | -31.3% | 15,065 | -32.2% | 1.56% | -51.9% | |
DOX | Sell | AMDOCS LTDord | $1,896,000 | -33.3% | 40,929 | -33.1% | 1.55% | -53.3% |
ACM | Sell | AECOM TECHNOLOGY CORP DELAWA | $1,874,000 | -27.7% | 58,207 | -27.8% | 1.53% | -49.4% |
9207PS | Sell | ROCK-TENN COcl a | $1,806,000 | -27.5% | 17,100 | -27.5% | 1.48% | -49.2% |
PWR | Sell | QUANTA SVCS INC | $1,774,000 | -32.1% | 51,307 | -27.5% | 1.45% | -52.4% |
T | AT&T INC | $453,000 | +0.7% | 12,819 | 0.0% | 0.37% | -29.5% | |
ABBV | Sell | ABBVIE INC | $268,000 | +8.1% | 4,750 | -1.5% | 0.22% | -24.5% |
HSIC | SCHEIN HENRY INC | $217,000 | -0.5% | 1,830 | 0.0% | 0.18% | -30.6% | |
ITW | Buy | ILLINOIS TOOL WKS INC | $214,000 | +13.2% | 2,440 | +5.2% | 0.18% | -20.8% |
IBM | INTERNATIONAL BUSINESS MACHS | $181,000 | -5.7% | 1,000 | 0.0% | 0.15% | -33.9% | |
ABBOTT LABS | $181,000 | +5.8% | 4,435 | 0.0% | 0.15% | -26.0% | ||
New | BP PLCsponsored adr | $158,000 | – | 3,000 | +100.0% | 0.13% | – | |
XOM | Buy | EXXON MOBIL CORP | $131,000 | +3.1% | 1,305 | +0.6% | 0.11% | -27.7% |
WAG | Buy | WALGREEN CO | $102,000 | +12.1% | 1,376 | +0.1% | 0.08% | -21.7% |
GE | GENERAL ELECTRIC CO | $88,000 | +1.1% | 3,356 | 0.0% | 0.07% | -29.4% | |
FSM | New | FORTUNA SILVER MINES INC | $83,000 | – | 15,000 | +100.0% | 0.07% | – |
VZ | VERIZON COMMUNICATIONS INC | $73,000 | +2.8% | 1,496 | 0.0% | 0.06% | -27.7% | |
LNG | New | CHENIERE ENERGY INC | $72,000 | – | 1,000 | +100.0% | 0.06% | – |
MSI | Sell | MOTOROLA SOLUTIONS INC | $62,000 | -13.9% | 924 | -17.8% | 0.05% | -39.3% |
EXC | Buy | EXELON CORP | $61,000 | +8.9% | 1,684 | +0.2% | 0.05% | -23.1% |
PEP | Buy | PEPSICO INC | $61,000 | +7.0% | 684 | +0.3% | 0.05% | -25.4% |
VPU | Buy | VANGUARD WORLD FDSutilities etf | $61,000 | +7.0% | 635 | +0.8% | 0.05% | -25.4% |
ETP | Buy | ENERGY TRANSFER PRTNRS L Punit ltd partn | $60,000 | +900.0% | 1,035 | +895.2% | 0.05% | +600.0% |
NMM | New | NAVIOS MARITIME PARTNERS L P UNITlpi | $58,000 | – | 3,000 | +100.0% | 0.05% | – |
SZC | New | CUSHING RENAISSANCE FD | $55,000 | – | 1,952 | +100.0% | 0.04% | – |
OXY | OCCIDENTAL PETE CORP DEL | $55,000 | +7.8% | 539 | 0.0% | 0.04% | -25.0% | |
TGT | TARGET CORP | $52,000 | -5.5% | 903 | 0.0% | 0.04% | -32.8% | |
GDX | New | MARKET VECTORS ETF TRgold miner etf | $53,000 | – | 2,000 | +100.0% | 0.04% | – |
YUM | Buy | YUM BRANDS INC | $53,000 | +8.2% | 651 | +0.5% | 0.04% | -24.6% |
DOFSQ | New | DIAMOND OFFSHORE DRILLING IN | $50,000 | – | 1,000 | +100.0% | 0.04% | – |
MSFT | Buy | MICROSOFT CORP | $49,000 | +58.1% | 1,165 | +52.3% | 0.04% | +11.1% |
VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $44,000 | +2.3% | 511 | 0.0% | 0.04% | -28.0% | |
CNSL | New | CONSOLIDATED COMM HLDGS INC | $44,000 | – | 2,000 | +100.0% | 0.04% | – |
JNJ | Buy | JOHNSON & JOHNSON | $37,000 | +48.0% | 355 | +39.8% | 0.03% | +3.4% |
PRU | Buy | PRUDENTIAL FINL INC | $36,000 | +5.9% | 408 | +0.2% | 0.03% | -27.5% |
ZNGA | ZYNGA INCcl a | $32,000 | -25.6% | 10,000 | 0.0% | 0.03% | -48.0% | |
PBCT | New | PEOPLES UNITED FINANCIAL INC | $30,000 | – | 2,000 | +100.0% | 0.02% | – |
XRAY | DENTSPLY INTL INC NEW | $29,000 | +3.6% | 610 | 0.0% | 0.02% | -27.3% | |
NOC | Buy | NORTHROP GRUMMAN CORP | $26,000 | -3.7% | 216 | +0.5% | 0.02% | -34.4% |
New | APPLE INC | $24,000 | – | 255 | +100.0% | 0.02% | – | |
ROK | ROCKWELL AUTOMATION INC | $25,000 | 0.0% | 200 | 0.0% | 0.02% | -31.0% | |
UNP | Buy | UNION PAC CORP | $25,000 | +4.2% | 255 | +100.8% | 0.02% | -28.6% |
NOV | NATIONAL OILWELL VARCO INC | $24,000 | +4.3% | 294 | 0.0% | 0.02% | -25.9% | |
PERS | New | SANDRIDGE PERMIAN TR COMunit ben int | $25,000 | – | 2,000 | +100.0% | 0.02% | – |
SPY | SPDR S&P 500 ETF TR TRunit | $24,000 | +4.3% | 121 | 0.0% | 0.02% | -25.9% | |
MMM | Sell | 3M CO | $22,000 | -24.1% | 151 | -30.4% | 0.02% | -47.1% |
SLRC | New | SOLAR CAP LTD | $21,000 | – | 1,000 | +100.0% | 0.02% | – |
PXD | PIONEER NAT RES CO | $21,000 | +23.5% | 93 | 0.0% | 0.02% | -15.0% | |
AVGTF | New | AVG TECHNOLOGIES N V | $20,000 | – | 1,000 | +100.0% | 0.02% | – |
FSC | New | FIFTH STREET FINANCE CORP | $20,000 | – | 2,000 | +100.0% | 0.02% | – |
EQIX | EQUINIX INC | $20,000 | +17.6% | 93 | 0.0% | 0.02% | -20.0% | |
PPL | PPL CORP | $18,000 | +5.9% | 515 | 0.0% | 0.02% | -25.0% | |
F113PS | COVIDIEN PLC | $16,000 | +23.1% | 182 | 0.0% | 0.01% | -13.3% | |
COL | ROCKWELL COLLINS INC | $16,000 | 0.0% | 200 | 0.0% | 0.01% | -31.6% | |
CNI | New | CANADIAN NATL RY CO | $16,000 | – | 250 | +100.0% | 0.01% | – |
ORCL | New | ORACLE CORP | $16,000 | – | 400 | +100.0% | 0.01% | – |
LNC | LINCOLN NATL CORP IND | $15,000 | 0.0% | 287 | 0.0% | 0.01% | -33.3% | |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $13,000 | +8.3% | 126 | +0.8% | 0.01% | -21.4% |
HAL | HALLIBURTON CO | $14,000 | +27.3% | 194 | 0.0% | 0.01% | -15.4% | |
DRYS | New | DRYSHIPS INC | $13,000 | – | 4,000 | +100.0% | 0.01% | – |
DOC | New | * PHYSICIANS RLTY TR | $14,000 | – | 1,000 | +100.0% | 0.01% | – |
F | FORD MTR CO DEL | $13,000 | +8.3% | 750 | 0.0% | 0.01% | -21.4% | |
DAL | Buy | DELTA AIR LINES INC DEL | $14,000 | +16.7% | 359 | +0.3% | 0.01% | -21.4% |
BOEING CO | $13,000 | 0.0% | 100 | 0.0% | 0.01% | -26.7% | ||
New | AVIS BUDGET GROUP | $13,000 | – | 220 | +100.0% | 0.01% | – | |
MGM | MGM RESORTS INTERNATIONAL | $13,000 | 0.0% | 500 | 0.0% | 0.01% | -26.7% | |
SDTTU | New | SANDRIDGE MISSISSIPPIAN TR Iunit ben int | $13,000 | – | 2,000 | +100.0% | 0.01% | – |
HSH | HILLSHIRE BRANDS CO | $12,000 | +71.4% | 200 | 0.0% | 0.01% | +25.0% | |
AAL | New | AMERICAN AIRLS GROUP INC | $12,000 | – | 275 | +100.0% | 0.01% | – |
LMT | LOCKHEED MARTIN CORP | $12,000 | 0.0% | 75 | 0.0% | 0.01% | -28.6% | |
SPIB | SPDR SERIES TRUST INTRtrm corp bd | $12,000 | 0.0% | 347 | 0.0% | 0.01% | -28.6% | |
TTEK | TETRA TECH INC NEW | $12,000 | -7.7% | 440 | 0.0% | 0.01% | -33.3% | |
KSS | KOHLS CORP | $11,000 | 0.0% | 200 | 0.0% | 0.01% | -30.8% | |
GGN | New | GAMCO GLOBAL GOLD NAT RES & | $11,000 | – | 1,000 | +100.0% | 0.01% | – |
TEVA | TEVA PHARMACEUTICAL INDS LTDadr | $11,000 | 0.0% | 202 | 0.0% | 0.01% | -30.8% | |
GDXJ | Sell | * MARKET VECTORS ETF TRjr gold miners e | $11,000 | 0.0% | 250 | -16.7% | 0.01% | -30.8% |
Z | New | ZILLOW INCcl a | $11,000 | – | 74 | +100.0% | 0.01% | – |
DPZ | DOMINOS PIZZA INC | $11,000 | -8.3% | 152 | 0.0% | 0.01% | -35.7% | |
OTEX | OPEN TEXT CORP | $10,000 | 0.0% | 200 | 0.0% | 0.01% | -33.3% | |
TWO | New | TWO HBRS INVT CORP | $10,000 | – | 1,000 | +100.0% | 0.01% | – |
RTN | New | RAYTHEON CO | $10,000 | – | 105 | +100.0% | 0.01% | – |
NVDA | NVIDIA CORP | $10,000 | 0.0% | 540 | 0.0% | 0.01% | -33.3% | |
CVS | CVS CAREMARK CORPORATION | $8,000 | 0.0% | 109 | 0.0% | 0.01% | -22.2% | |
YONG | New | YONGYE INTL INC | $8,000 | – | 1,200 | +100.0% | 0.01% | – |
IXC | ISHARES TRs&p gbl ener | $9,000 | +12.5% | 185 | 0.0% | 0.01% | -22.2% | |
CNX | CONSOL ENERGY INC | $8,000 | +14.3% | 180 | 0.0% | 0.01% | -12.5% | |
ELY | New | CALLAWAY GOLF CO | $8,000 | – | 1,001 | +100.0% | 0.01% | – |
MRK | New | MERCK & CO INC NEW | $7,000 | – | 115 | +100.0% | 0.01% | – |
BANK OF AMERICA CORPORATION | $7,000 | 0.0% | 430 | 0.0% | 0.01% | -25.0% | ||
XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $7,000 | – | 161 | +100.0% | 0.01% | – |
PNRA | PANERA BREAD COcl a | $7,000 | -22.2% | 49 | 0.0% | 0.01% | -45.5% | |
RAD | New | RITE AID CORP | $7,000 | – | 1,000 | +100.0% | 0.01% | – |
MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $7,000 | -12.5% | 437 | 0.0% | 0.01% | -33.3% | |
UNG | New | UNITED STATES NATL GAS FUNDunit par $0.001 | $6,000 | – | 250 | +100.0% | 0.01% | – |
IWM | ISHARES TRrussell 2000 | $6,000 | 0.0% | 50 | 0.0% | 0.01% | -28.6% | |
HLS | HEALTHSOUTH CORP | $5,000 | 0.0% | 136 | 0.0% | 0.00% | -33.3% | |
SWIR | New | SIERRA WIRELESS INC | $5,000 | – | 250 | +100.0% | 0.00% | – |
BARRICK GOLD CORP | $4,000 | 0.0% | 201 | 0.0% | 0.00% | -40.0% | ||
YHOO | New | YAHOO INC | $4,000 | – | 100 | +100.0% | 0.00% | – |
SAND | New | SANDSTORM GOLD LTD | $4,000 | – | 640 | +100.0% | 0.00% | – |
PG | PROCTER & GAMBLE CO | $4,000 | 0.0% | 52 | 0.0% | 0.00% | -40.0% | |
SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $4,000 | -99.5% | 78 | -99.5% | 0.00% | -99.7% |
DAN | Sell | DANA HLDG CORP | $2,000 | -99.9% | 95 | -99.9% | 0.00% | -99.9% |
* ALLIANCE HEALTHCARE SRVCS IN | $2,000 | -33.3% | 86 | 0.0% | 0.00% | -50.0% | ||
DLR | DIGITAL RLTY TR INC | $3,000 | 0.0% | 48 | 0.0% | 0.00% | -50.0% | |
JDST | Sell | DIREXION SHS ETFtr dly jr gmnr bear | $3,000 | -62.5% | 223 | -29.2% | 0.00% | -77.8% |
RUSL | New | DIREXION SHS ETF TRdly russia bul | $2,000 | – | 92 | +100.0% | 0.00% | – |
FTR | FRONTIER COMMUNICATIONS CORP | $2,000 | 0.0% | 359 | 0.0% | 0.00% | 0.0% | |
GWPH | Sell | GW PHARMACEUTICALS PLCads | $2,000 | +100.0% | 18 | -10.0% | 0.00% | +100.0% |
INSYQ | New | INSYS THERAPEUTICS INC NEW | $2,000 | – | 50 | +100.0% | 0.00% | – |
MTZ | Sell | MASTEC INC | $2,000 | -99.9% | 53 | -99.9% | 0.00% | -99.9% |
MGHCF | New | MINCO GOLD CORPORATION | $2,000 | – | 5,000 | +100.0% | 0.00% | – |
DNOW | New | * NOW INC | $3,000 | – | 73 | +100.0% | 0.00% | – |
SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $3,000 | 0.0% | 58 | -4.9% | 0.00% | -50.0% |
STM | New | STMICROELECTRONICS N Vny registry | $2,000 | – | 200 | +100.0% | 0.00% | – |
SXC | SUNCOKE ENERGY INC | $2,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% | |
TCF | TCF FINL CORP | $3,000 | 0.0% | 177 | 0.0% | 0.00% | -50.0% | |
UBFO | Buy | UNITED SECURITY BANCSHARES C | $2,000 | 0.0% | 282 | +0.4% | 0.00% | 0.0% |
EGY | New | VAALCO ENERGY INC | $2,000 | – | 208 | +100.0% | 0.00% | – |
MNKKQ | * MALLINCKRODT PUB LTD CO | $2,000 | +100.0% | 22 | 0.0% | 0.00% | +100.0% | |
NYMT | NEW YORK MTG TR INC | $1,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
MCHX | MARCHEX INCcl b | $1,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
4945SC | KINDER MORGAN ENERGY PARTNERut ltd partner | $1,000 | – | 6 | 0.0% | 0.00% | – | |
INVN | New | INVENSENSE INC | $1,000 | – | 46 | +100.0% | 0.00% | – |
NOW | New | SERVICENOW INC | $1,000 | – | 18 | +100.0% | 0.00% | – |
SO | SOUTHERN CO | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
HIL | New | HILL INTERNATIONAL INC | $1,000 | – | 88 | +100.0% | 0.00% | – |
TLFA | TANDY LEATHER FACTORY INC | $1,000 | 0.0% | 152 | 0.0% | 0.00% | 0.0% | |
TTGT | TECHTARGET INC | $1,000 | – | 66 | 0.0% | 0.00% | – | |
GLOW | GLOWPOINT INC | $1,000 | 0.0% | 849 | 0.0% | 0.00% | 0.0% | |
ANWORTH MORTGAGE ASSET CP | $1,000 | 0.0% | 134 | 0.0% | 0.00% | 0.0% | ||
GMWSB | GENERAL MTRS CO*w exp 07/10/201 | $1,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
GMWSA | GENERAL MTRS CO*w exp 07/10/201 | $1,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
FGPRQ | New | FERRELLGAS PARTNERS L.P.unit ltd part | $1,000 | – | 50 | +100.0% | 0.00% | – |
AMERICAN SELECT PORTFOLIO IN | $1,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | ||
DRN | Sell | DIREXION SHS ETF TRdly r/e bull3x | $1,000 | -66.7% | 19 | -68.3% | 0.00% | -75.0% |
COVS | New | COVISINT CORP | $1,000 | – | 200 | +100.0% | 0.00% | – |
CVGI | COMMERCIAL VEH GROUP INC | $1,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
ALLSTATE CORP | $1,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | ||
CVX | New | CHEVRON CORP NEW | $1,000 | – | 8 | +100.0% | 0.00% | – |
CNTY | CENTURY CASINOS INC | $1,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% | |
CSIQ | New | CANADIAN SOLAR INC | $1,000 | – | 36 | +100.0% | 0.00% | – |
AMBA | New | AMBARELLA INC | $1,000 | – | 44 | +100.0% | 0.00% | – |
BSX | BOSTON SCIENTIFIC CORP | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
JJOFF | New | BARCLAYS BANK PLCetn djubscoffe38 | $1,000 | – | 43 | +100.0% | 0.00% | – |
AMRS | New | AMYRIS INC | $1,000 | – | 289 | +100.0% | 0.00% | – |
ATSG | New | AIR TRANSPORT SERVICES GRP I | $1,000 | – | 62 | +100.0% | 0.00% | – |
ORIG | New | OCEAN RIG UDW INC | $1,000 | – | 28 | +100.0% | 0.00% | – |
SPHQ | POWERSHARES ETF TRUSTs&p 500 hgh qlty | $1,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
Exit | FIRST SOLAR INCput | $0 | – | -1 | -100.0% | 0.00% | – | |
C | Exit | CITIGROUP INC | $0 | – | -10 | -100.0% | 0.00% | – |
AMERICAN RLTY INVS INC | $0 | -100.0% | 71 | 0.0% | 0.00% | -100.0% | ||
RRD | DONNELLEY R R & SONS CO | $0 | – | 2 | 0.0% | 0.00% | – | |
VSB | New | VANTAGESOUTH BANCSHARES INC | $0 | – | 70 | +100.0% | 0.00% | – |
AMERICAN ELECTRIC TECH INC | $0 | – | 30 | 0.0% | 0.00% | – | ||
OPK | OPKO HEALTH INC | $0 | – | 90 | 0.0% | 0.00% | – | |
PHK | PIMCO HIGH INCOME FD COM | $0 | – | 30 | 0.0% | 0.00% | – | |
BAXTER INTL INC | $0 | – | 1 | 0.0% | 0.00% | – | ||
PFSW | PFSWEB INC | $0 | – | 108 | 0.0% | 0.00% | – | |
PLXT | PLX TECHNOLOGY INC | $0 | – | 105 | 0.0% | 0.00% | – | |
Exit | AT&T INCput | $0 | – | -2 | -100.0% | 0.00% | – | |
Exit | CANADIAN SOLAR INCcall | $0 | – | -2 | -100.0% | 0.00% | – | |
Exit | CATERPILLAR INC DELcall | $0 | – | -3 | -100.0% | 0.00% | – | |
Exit | ACTAVIS PLCcall | $0 | – | -1 | -100.0% | 0.00% | – | |
Exit | PLUG POWER INCcall | $0 | – | -1 | -100.0% | 0.00% | – | |
Exit | DIREXION SHS ETF TRcall | $0 | – | -1 | -100.0% | 0.00% | – | |
Exit | OPEN TEXT CORPput | $0 | – | -2 | -100.0% | 0.00% | – | |
Exit | SOLAZYME INCcall | $0 | – | -3 | -100.0% | 0.00% | – | |
Exit | FUELCELL ENERGY INCcall | $0 | – | -3 | -100.0% | 0.00% | – | |
MNGA | New | MAGNEGAS CORP | $0 | – | 164 | +100.0% | 0.00% | – |
LTS | LADENBURG THALMAN FIN SVCS I | $0 | – | 117 | 0.0% | 0.00% | – | |
ATLATSA RES CORP | $0 | – | 555 | 0.0% | 0.00% | – | ||
KEGXQ | KEY ENERGY SVCS INC | $0 | – | 38 | 0.0% | 0.00% | – | |
IRIX | IRIDEX CORP | $0 | -100.0% | 60 | 0.0% | 0.00% | -100.0% | |
SNAK | INVENTURE FOODS INC | $0 | – | 79 | 0.0% | 0.00% | – | |
IL | INTRALINKS HLDGS INC | $0 | – | 82 | 0.0% | 0.00% | – | |
INTC | INTEL CORP | $0 | – | 14 | 0.0% | 0.00% | – | |
Exit | OPEN TEXT CORPcall | $0 | – | -2 | -100.0% | 0.00% | – | |
Exit | ACCURAY INCcall | $0 | – | -1 | -100.0% | 0.00% | – | |
GRVY | GRAVITY CO LTDsponsored adr | $0 | -100.0% | 598 | 0.0% | 0.00% | -100.0% | |
Exit | BALLARD PWR SYS INC NEWcall | $0 | – | -1 | -100.0% | 0.00% | – | |
GGP | New | GENERAL GROWTH PPTYS INC NEW | $0 | – | 10 | +100.0% | 0.00% | – |
Exit | CALAMP CORPcall | $0 | – | -1 | -100.0% | 0.00% | – | |
WFC | WELLS FARGO & CO NEW | $0 | – | 2 | 0.0% | 0.00% | – | |
Exit | JAZZ PHARMACEUTICALS PLCcall | $0 | – | -1 | -100.0% | 0.00% | – | |
Exit | FORD MTR CO DELput | $0 | – | -2 | -100.0% | 0.00% | – | |
EBR | CENTRAIS ELETRICAS BRASILEIRsponsored adr | $0 | – | 206 | 0.0% | 0.00% | – | |
REED | REEDS INC | $0 | -100.0% | 92 | 0.0% | 0.00% | -100.0% | |
CBLAQ | CBL & ASSOC PPTYS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
Exit | FORD MTR CO DELcall | $0 | – | -2 | -100.0% | 0.00% | – | |
BMY | BRISTOL MYERS SQUIBB CO | $0 | – | 2 | 0.0% | 0.00% | – | |
CTIC | Exit | CELL THERAPEUTICS INC | $0 | – | -187 | -100.0% | -0.00% | – |
JPNL | Exit | * DIREXION SHS ETF TRdly jpn bull 3x | $0 | – | -25 | -100.0% | -0.00% | – |
GTATQ | Exit | GT ADVANCED TECHNOLOGIES INC | $0 | – | -68 | -100.0% | -0.00% | – |
BRZU | Exit | DIREXION SHS ETF TRdrx dlybrzb 3x | $0 | – | -99 | -100.0% | -0.00% | – |
Exit | COSTCO WHSL CORP NEWcall | $0 | – | -2 | -100.0% | -0.00% | – | |
DZK | Exit | DIREXION SHS ETF TRdly dev mkt bull | $0 | – | -29 | -100.0% | -0.00% | – |
YINN | Exit | DIREXION SHS ETF TRchina bull 3x | $0 | – | -93 | -100.0% | -0.00% | – |
EDC | Exit | DIREXION SHS ETF TRdly emrgmkt bull | $0 | – | -84 | -100.0% | -0.00% | – |
MIDU | Exit | DIREXION SHS ETF TRdly midcap etf3x | $0 | – | -31 | -100.0% | -0.00% | – |
PBR | Exit | PETROLEO BRASILEIRO SA PETROsponsored adr | $0 | – | -241 | -100.0% | -0.00% | – |
DGAZ | Exit | CREDIT SUISSE NASSAUbrh vs 3xlngnatgas | $0 | – | -1,204 | -100.0% | -0.01% | – |
POT | Exit | POTASH CORP SASK INC | $0 | – | -131 | -100.0% | -0.01% | – |
GLD | Exit | SPDR GOLD TRUST GOLD | $0 | – | -49 | -100.0% | -0.01% | – |
Exit | BHP BILLITON LTDsponsored adr | $0 | – | -82 | -100.0% | -0.01% | – | |
ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -15 | -100.0% | -0.01% | – |
Exit | ABERDEEN ASIA PACIFIC INCOM | $0 | – | -1,298 | -100.0% | -0.01% | – | |
HOG | Exit | HARLEY DAVIDSON INC | $0 | – | -198 | -100.0% | -0.02% | – |
EPU | Exit | ISHARES TRmsci peru cap | $0 | – | -400 | -100.0% | -0.02% | – |
FCX | Exit | FREEPORT-MCMORAN COPPER & GO | $0 | – | -715 | -100.0% | -0.03% | – |
Exit | BAIDU INCspon adr rep a | $0 | – | -200 | -100.0% | -0.04% | – | |
CAT | Exit | CATERPILLAR INC DEL | $0 | – | -300 | -100.0% | -0.04% | – |
CWB | Exit | SPDR SERIES TRUSTbrclys cap conv | $0 | – | -14,402 | -100.0% | -0.81% | – |
LQDT | Exit | LIQUIDITY SERVICES INC | $0 | – | -99,650 | -100.0% | -3.03% | – |
OSK | Exit | OSHKOSH CORP | $0 | – | -44,916 | -100.0% | -3.09% | – |
Exit | AVNET INC | $0 | – | -58,164 | -100.0% | -3.16% | – | |
Exit | AMGEN INC | $0 | – | -22,645 | -100.0% | -3.26% | – | |
DJP | Exit | BARCLAYS BK PLCdjubs cmdt etn36 | $0 | – | -163,354 | -100.0% | -7.52% | – |
RSP | Exit | RYDEX ETF TRUSTgug s&p500 eq wt | $0 | – | -90,918 | -100.0% | -7.75% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-07-17
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.