$170 Million is the total value of PIERSHALE FINANCIAL GROUP, INC.'s 154 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was 56.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BWX | New | SPDR SERIES TRUSTbrclys intl etf | $31,238,000 | – | 560,431 | +100.0% | 18.42% | – |
| HYMB | Buy | SPDR SERIES TRUSTnuv hghyld mun | $29,414,000 | +245016.7% | 509,953 | +251108.4% | 17.35% | +247714.3% |
| PGX | Buy | POWERSHARES GLOBAL ETF TRUSTagg pfd port | $28,943,000 | +964666.7% | 1,939,877 | +914936.3% | 17.07% | +853350.0% |
| IJS | New | ISHARES TRs&p smlcp valu | $25,502,000 | – | 225,046 | +100.0% | 15.04% | – |
| IJJ | Buy | ISHARES TRs&p midcp valu | $25,208,000 | +119938.1% | 203,228 | +116030.3% | 14.87% | +114261.5% |
| DIA | Buy | SPDR DOW JONES INDL AVRG ETFut ser 1 | $24,066,000 | +218681.8% | 136,246 | +209509.2% | 14.19% | +202657.1% |
| T | Buy | AT&T INC | $611,000 | +14.2% | 15,603 | +0.4% | 0.36% | +10.8% |
| HSIC | SCHEIN HENRY INC | $316,000 | +9.3% | 1,830 | 0.0% | 0.19% | +5.7% | |
| HD | Sell | HOME DEPOT INC | $300,000 | -6.8% | 2,246 | -7.7% | 0.18% | -9.7% |
| GIS | Buy | GENERAL MLS INC | $270,000 | +10.7% | 4,263 | +0.8% | 0.16% | +7.4% |
| IBM | INTERNATIONAL BUSINESS MACHS | $242,000 | +10.0% | 1,600 | 0.0% | 0.14% | +6.7% | |
| ITW | ILLINOIS TOOL WKS INC | $238,000 | +10.7% | 2,319 | 0.0% | 0.14% | +6.9% | |
| WBA | Sell | * WALGREENS BOOTS ALLIANCE INC | $228,000 | -28.8% | 2,706 | -28.0% | 0.13% | -30.9% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $155,000 | +1309.1% | 3,580 | +1245.9% | 0.09% | +1200.0% |
| GE | Buy | GENERAL ELECTRIC CO | $137,000 | +7.0% | 4,313 | +5.0% | 0.08% | +3.8% |
| BAX | BAXTER INTL INC | $120,000 | +7.1% | 2,923 | 0.0% | 0.07% | +4.4% | |
| BXLT | BAXALTA INC | $118,000 | +3.5% | 2,923 | 0.0% | 0.07% | +1.4% | |
| WMT | Buy | WAL-MART STORES INC | $109,000 | +11.2% | 1,597 | +0.3% | 0.06% | +6.7% |
| XOM | Sell | EXXON MOBIL CORP | $109,000 | +1.9% | 1,301 | -5.5% | 0.06% | -1.5% |
| PEP | Buy | PEPSICO INC | $103,000 | +3.0% | 1,001 | +0.4% | 0.06% | 0.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $95,000 | +33.8% | 1,763 | +15.5% | 0.06% | +30.2% |
| AAPL | Sell | APPLE INC | $89,000 | -20.5% | 818 | -23.0% | 0.05% | -23.5% |
| EXPD | EXPEDITORS INTL WASH INC | $73,000 | +7.4% | 1,500 | 0.0% | 0.04% | +4.9% | |
| JNJ | Buy | JOHNSON & JOHNSON | $72,000 | +89.5% | 670 | +82.1% | 0.04% | +82.6% |
| VPU | VANGUARD WORLD FDSutilities etf | $69,000 | +15.0% | 641 | 0.0% | 0.04% | +13.9% | |
| YUM | Buy | YUM BRANDS INC | $64,000 | +14.3% | 784 | +2.1% | 0.04% | +11.8% |
| EXC | Buy | EXELON CORP | $61,000 | +29.8% | 1,713 | +0.2% | 0.04% | +24.1% |
| DRI | Buy | DARDEN RESTAURANTS INC | $61,000 | +5.2% | 919 | +0.9% | 0.04% | +2.9% |
| SWKS | Sell | SKYWORKS SOLUTIONS INC | $60,000 | -31.8% | 767 | -33.3% | 0.04% | -34.0% |
| PRU | Buy | PRUDENTIAL FINL INC | $55,000 | -11.3% | 767 | +0.4% | 0.03% | -15.8% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $47,000 | +327.3% | 949 | +260.8% | 0.03% | +300.0% |
| QQQ | Sell | POWERSHARES QQQ TRUSTunit ser 1 | $46,000 | -99.6% | 420 | -99.6% | 0.03% | -99.7% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $44,000 | -37.1% | 223 | -40.2% | 0.03% | -39.5% |
| OXY | Buy | OCCIDENTAL PETE CORP DEL | $44,000 | +22.2% | 639 | +18.6% | 0.03% | +18.2% |
| MSFT | MICROSOFT CORP | $42,000 | 0.0% | 765 | 0.0% | 0.02% | -3.8% | |
| TGT | TARGET CORP | $43,000 | +13.2% | 518 | 0.0% | 0.02% | +8.7% | |
| BA | Sell | BOEING CO | $39,000 | -23.5% | 306 | -13.6% | 0.02% | -25.8% |
| DIS | Sell | DISNEY WALT CO | $35,000 | -61.1% | 356 | -58.3% | 0.02% | -61.8% |
| CSCO | Buy | CISCO SYS INC | $34,000 | +3.0% | 1,206 | +0.2% | 0.02% | 0.0% |
| UAA | Buy | UNDER ARMOUR INCcl a | $34,000 | +61.9% | 401 | +51.9% | 0.02% | +53.8% |
| VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $31,000 | +3.3% | 247 | +0.4% | 0.02% | 0.0% |
| SBUX | Sell | STARBUCKS CORP | $30,000 | -23.1% | 506 | -22.5% | 0.02% | -25.0% |
| EQIX | * EQUINIX INC | $31,000 | +6.9% | 95 | 0.0% | 0.02% | 0.0% | |
| PEJ | Buy | POWERSHARES ETF TRUSTdyn lsr & ent | $28,000 | 0.0% | 751 | +0.1% | 0.02% | 0.0% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $29,000 | -31.0% | 531 | -33.4% | 0.02% | -34.6% |
| NKE | Buy | NIKE INCcl b | $26,000 | -3.7% | 428 | +0.5% | 0.02% | -6.2% |
| RTN | Buy | RAYTHEON CO | $26,000 | 0.0% | 211 | +0.5% | 0.02% | -6.2% |
| MMM | Buy | 3M CO | $26,000 | +8.3% | 158 | +0.6% | 0.02% | 0.0% |
| XBI | Buy | SPDR SERIES TRUSTs&p biotech | $26,000 | +85.7% | 501 | +149.3% | 0.02% | +66.7% |
| GD | Buy | GENERAL DYNAMICS CORP | $24,000 | -4.0% | 179 | +0.6% | 0.01% | -6.7% |
| ABBV | Sell | ABBVIE INC | $23,000 | -17.9% | 396 | -15.4% | 0.01% | -17.6% |
| LMT | Buy | LOCKHEED MARTIN CORP | $24,000 | 0.0% | 110 | +0.9% | 0.01% | -6.7% |
| KIE | Buy | SPDR SERIES TRUSTs&p ins etf | $24,000 | 0.0% | 353 | +0.3% | 0.01% | -6.7% |
| ZNGA | ZYNGA INCcl a | $23,000 | -14.8% | 10,000 | 0.0% | 0.01% | -12.5% | |
| RYU | New | RYDEX ETF TRUSTgug s&p500eqwtut | $22,000 | – | 259 | +100.0% | 0.01% | – |
| PPL | PPL CORP | $20,000 | +11.1% | 515 | 0.0% | 0.01% | +9.1% | |
| DPZ | DOMINOS PIZZA INC | $21,000 | +23.5% | 156 | 0.0% | 0.01% | +20.0% | |
| AMZN | Buy | AMAZON COM INC | $20,000 | 0.0% | 33 | +10.0% | 0.01% | 0.0% |
| F | Buy | FORD MTR CO DEL | $20,000 | +5.3% | 1,500 | +11.9% | 0.01% | 0.0% |
| GWW | New | GRAINGER W W INC | $20,000 | – | 85 | +100.0% | 0.01% | – |
| NVDA | NVIDIA CORP | $19,000 | +5.6% | 540 | 0.0% | 0.01% | 0.0% | |
| RHS | New | RYDEX ETF TRUSTgug s&p500 ewcon | $18,000 | – | 149 | +100.0% | 0.01% | – |
| KO | COCA COLA CO | $19,000 | +11.8% | 400 | 0.0% | 0.01% | +10.0% | |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $15,000 | +7.1% | 203 | -2.9% | 0.01% | 0.0% |
| ABT | Buy | ABBOTT LABS | $16,000 | -5.9% | 382 | +0.5% | 0.01% | -10.0% |
| IYR | Buy | ISHARES TRdj us real est | $16,000 | +6.7% | 205 | +2.5% | 0.01% | 0.0% |
| PXD | PIONEER NAT RES CO | $13,000 | +8.3% | 93 | 0.0% | 0.01% | +14.3% | |
| TTEK | TETRA TECH INC NEW | $13,000 | +18.2% | 440 | 0.0% | 0.01% | +14.3% | |
| MDT | * MEDTRONIC PLC | $13,000 | 0.0% | 173 | 0.0% | 0.01% | 0.0% | |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $14,000 | +7.7% | 132 | +0.8% | 0.01% | 0.0% |
| HAL | Buy | HALLIBURTON CO | $14,000 | +100.0% | 395 | +103.6% | 0.01% | +100.0% |
| GPS | New | GAP INC DEL | $13,000 | – | 453 | +100.0% | 0.01% | – |
| MON | New | MONSANTO CO NEW | $13,000 | – | 150 | +100.0% | 0.01% | – |
| XME | New | SPDR SERIES TRUSTs&p metals mng | $12,000 | – | 603 | +100.0% | 0.01% | – |
| CVS | Buy | CVS CAREMARK CORPORATION | $12,000 | +9.1% | 112 | +0.9% | 0.01% | 0.0% |
| TSLA | New | TESLA MTRS INC | $12,000 | – | 52 | +100.0% | 0.01% | – |
| DGX | New | QUEST DIAGNOSTICS INC | $11,000 | – | 151 | +100.0% | 0.01% | – |
| FB | Sell | FACEBOOK INCcl a | $10,000 | -52.4% | 86 | -57.0% | 0.01% | -53.8% |
| PNRA | PANERA BREAD COcl a | $10,000 | 0.0% | 49 | 0.0% | 0.01% | 0.0% | |
| SAM | New | BOSTON BEER INCcl a | $10,000 | – | 55 | +100.0% | 0.01% | – |
| LNC | LINCOLN NATL CORP IND | $11,000 | -21.4% | 287 | 0.0% | 0.01% | -33.3% | |
| TEVA | TEVA PHARMACEUTICAL INDS LTDadr | $11,000 | -15.4% | 202 | 0.0% | 0.01% | -25.0% | |
| MGM | MGM RESORTS INTERNATIONAL | $11,000 | 0.0% | 500 | 0.0% | 0.01% | -14.3% | |
| OHI | New | OMEGA HEALTHCARE INVS INC | $11,000 | – | 303 | +100.0% | 0.01% | – |
| KSS | KOHLS CORP | $9,000 | -10.0% | 200 | 0.0% | 0.01% | -16.7% | |
| UDOW | New | PROSHARES TRultrpro dow30 | $8,000 | – | 118 | +100.0% | 0.01% | – |
| WHR | WHIRLPOOL CORP | $9,000 | +28.6% | 50 | 0.0% | 0.01% | +25.0% | |
| TNA | Buy | DIREXION SHS ETF TRdly smcap bull3x | $8,000 | +700.0% | 145 | +590.5% | 0.01% | +400.0% |
| MIDU | Buy | DIREXION SHS ETF TRdly midcap etf3x | $8,000 | +700.0% | 366 | +490.3% | 0.01% | +400.0% |
| MRK | Sell | MERCK & CO INC NEW | $8,000 | -72.4% | 160 | -70.6% | 0.01% | -72.2% |
| NOV | NATIONAL OILWELL VARCO INC | $9,000 | -10.0% | 294 | 0.0% | 0.01% | -16.7% | |
| APC | New | ANADARKO PETE CORP | $7,000 | – | 145 | +100.0% | 0.00% | – |
| BAC | Buy | BANK OF AMERICA CORPORATION | $6,000 | -25.0% | 473 | +0.2% | 0.00% | -20.0% |
| HYD | Buy | MARKET VECTORS ETF TRhg yld mun etf | $6,000 | 0.0% | 198 | +1.0% | 0.00% | 0.0% |
| CRS | New | CARPENTER TECHNOLOGY CORP | $7,000 | – | 200 | +100.0% | 0.00% | – |
| IWM | Sell | ISHARES TRrussell 2000 | $6,000 | -90.3% | 50 | -90.9% | 0.00% | -89.5% |
| FCPT | Buy | * FOUR CORNERS PPTY TR INC | $7,000 | 0.0% | 414 | +36.6% | 0.00% | 0.0% |
| HOLX | HOLOGIC INC | $6,000 | -14.3% | 171 | 0.0% | 0.00% | 0.0% | |
| CMCSA | Buy | COMCAST CORP NEWcl a | $7,000 | +16.7% | 111 | +0.9% | 0.00% | 0.0% |
| ININ | INTERACTIVE INTELLIGENCE GRO | $7,000 | +16.7% | 200 | 0.0% | 0.00% | 0.0% | |
| ZMLP | New | DIREXION SHS ETF TR | $5,000 | – | 307 | +100.0% | 0.00% | – |
| PG | PROCTER & GAMBLE CO | $5,000 | +25.0% | 55 | 0.0% | 0.00% | +50.0% | |
| HLS | HEALTHSOUTH CORP | $5,000 | 0.0% | 136 | 0.0% | 0.00% | 0.0% | |
| PFE | Buy | PFIZER INC | $3,000 | 0.0% | 104 | +1.0% | 0.00% | 0.0% |
| JNUG | New | * DIREXION SHS ETF TRdaily jr gold mi | $4,000 | – | 56 | +100.0% | 0.00% | – |
| IBKR | INTERACTIVE BROKERS GROUP IN | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| DLR | DIGITAL RLTY TR INC | $4,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| DTEA | DAVIDSTEA INC | $4,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| CRF | CORNERSTONE TOTAL RTRN FD IN | $4,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| KMX | CARMAX INC | $3,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% | |
| CNI | CANADIAN NATL RY CO | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| SGGFF | BARCLAYS BANK PLCetn djubs sgar38 | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| SWIR | SIERRA WIRELESS INC | $4,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| BP | BP PLCsponsored adr | $4,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% | |
| TIPT | TIPTREE FINL INCcl a | $3,000 | 0.0% | 506 | 0.0% | 0.00% | 0.0% | |
| MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $4,000 | 0.0% | 291 | 0.0% | 0.00% | 0.0% | |
| BABA | * ALIBABA GROUP HLDG LTDsponsored ads | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| TTOO | T2 BIOSYSTEMS INC | $2,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| BSX | BOSTON SCIENTIFIC CORP | $2,000 | 0.0% | 100 | 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% | |
| USO | UNITED STATES OIL FUND LPunits | $2,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| AGD | ALPINE GLOBAL DYNAMIC DIVD F | $2,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| FGPRQ | Buy | FERRELLGAS PARTNERS L.P.unit ltd part | $1,000 | 0.0% | 59 | +3.5% | 0.00% | 0.0% |
| CLM | CORNERSTONE STRATEGIC VALUE | $2,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% | |
| SO | SOUTHERN CO | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| RF | REGIONS FINANCIAL CORP NEW | $2,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| SXC | SUNCOKE ENERGY INC | $1,000 | – | 106 | 0.0% | 0.00% | – | |
| GMWSA | GENERAL MTRS CO*w exp 07/10/201 | $1,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| ON | ON SEMICONDUCTOR CORP | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| CNX | CONSOL ENERGY INC | $2,000 | +100.0% | 180 | 0.0% | 0.00% | 0.0% | |
| TCF | TCF FINL CORP | $2,000 | 0.0% | 177 | 0.0% | 0.00% | 0.0% | |
| TLN | * TALEN ENERGY CORP | $1,000 | – | 64 | 0.0% | 0.00% | – | |
| DNOW | * NOW INC | $1,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% | |
| DECK | DECKERS OUTDOOR CORP | $1,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| MNKKQ | * MALLINCKRODT PUB LTD CO | $1,000 | -50.0% | 22 | 0.0% | 0.00% | 0.0% | |
| KMI | KINDER MORGAN INC DEL | $2,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
| AMPE | AMPIO PHARMACEUTICALS INC | $1,000 | -50.0% | 500 | 0.0% | 0.00% | 0.0% | |
| FTR | FRONTIER COMMUNICATIONS CORP | $2,000 | 0.0% | 359 | 0.0% | 0.00% | 0.0% | |
| ETSY | * ETSY INC | $0 | – | 55 | 0.0% | 0.00% | – | |
| HHY | BROOKFIELD HIGH INCOME FD IN | $0 | – | 58 | 0.0% | 0.00% | – | |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $0 | -100.0% | 2 | -99.0% | 0.00% | -100.0% |
| PHK | PIMCO HIGH INCOME FD COM | $0 | – | 30 | 0.0% | 0.00% | – | |
| SUNEQ | * SUNEDISON INC | $0 | -100.0% | 300 | 0.0% | 0.00% | -100.0% | |
| SNV | * SYNOVUS FINL CORP | $0 | – | 14 | 0.0% | 0.00% | – | |
| SPXS | New | * DIREXION SHS ETF TRdly s&p 500 bear | $0 | – | 16 | +100.0% | 0.00% | – |
| FMD | FIRST MARBLEHEAD CORP | $0 | – | 60 | 0.0% | 0.00% | – | |
| ACTA | * ACTUA CORP | $0 | – | 5 | 0.0% | 0.00% | – | |
| ABEO | * ABEONA THERAPEUTICS INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| WFC | WELLS FARGO & CO NEW | $0 | – | 2 | 0.0% | 0.00% | – | |
| WFM | WHOLE FOODS MKT INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| RRD | DONNELLEY R R & SONS CO | $0 | – | 2 | 0.0% | 0.00% | – | |
| CRC | New | * CALIFORNIA RES CORP | $0 | – | 59 | +100.0% | 0.00% | – |
| SQQQ | New | * PROSHARES TRultrapro sh nw14 | $0 | – | 17 | +100.0% | 0.00% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -9 | -100.0% | 0.00% | – |
| CIFC | CIFC CORP | $0 | – | 30 | 0.0% | 0.00% | – | |
| TASR | Exit | TASER INTL INC | $0 | – | -25 | -100.0% | 0.00% | – |
| C | Exit | CITIGROUP INC | $0 | – | -10 | -100.0% | -0.00% | – |
| MDLZ | Exit | * MONDELEZ INTL INCcl a | $0 | – | -42 | -100.0% | -0.00% | – |
| QQQE | Exit | DIREXION SHS ETF TRnas100 eql wgt | $0 | – | -24 | -100.0% | -0.00% | – |
| RZG | Exit | RYDEX ETF TRUSTgug s&p sc600 pg | $0 | – | -19 | -100.0% | -0.00% | – |
| TQQQ | Exit | PROSHARES TRultrapro qqq | $0 | – | -13 | -100.0% | -0.00% | – |
| DRN | Exit | DIREXION SHS ETF TRdly r/e bull3x | $0 | – | -18 | -100.0% | -0.00% | – |
| XLG | Exit | RYDEX ETF TRUSTgug russ top 50 | $0 | – | -11 | -100.0% | -0.00% | – |
| FRO | Exit | FRONTLINE LTD | $0 | – | -500 | -100.0% | -0.00% | – |
| EMLC | Exit | MARKET VECTORS ETF TRem lc curr dbt | $0 | – | -170 | -100.0% | -0.00% | – |
| SPY | Exit | SPDR S&P 500 ETF TR TRunit | $0 | – | -13 | -100.0% | -0.00% | – |
| SPXL | Exit | DIREXION SHS ETF TRdrx s&p500bull | $0 | – | -34 | -100.0% | -0.00% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -63 | -100.0% | -0.00% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -66 | -100.0% | -0.00% | – |
| JNK | Exit | SPDR SERIES TRUSTbrclys yld etf | $0 | – | -129 | -100.0% | -0.00% | – |
| MOD | Exit | MODINE MFG CO | $0 | – | -500 | -100.0% | -0.00% | – |
| DSW | Exit | DSW INCcl a | $0 | – | -200 | -100.0% | -0.00% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -91 | -100.0% | -0.00% | – |
| VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -49 | -100.0% | -0.00% | – |
| OCAT | Exit | * OCATA THERAPEUTICS INC | $0 | – | -750 | -100.0% | -0.00% | – |
| PCY | Exit | POWERSHARES GLOBAL ETF TRUSTsovereign debt | $0 | – | -333 | -100.0% | -0.01% | – |
| BWLD | Exit | BUFFALO WILD WINGS INC | $0 | – | -58 | -100.0% | -0.01% | – |
| SPTL | Exit | SPDR SERIES TRUSTbrclys lg trs et | $0 | – | -134 | -100.0% | -0.01% | – |
| EMB | Exit | ISHARES TR JPMORGANusd | $0 | – | -75 | -100.0% | -0.01% | – |
| IJT | Exit | ISHARES TRs&p smlcp grow | $0 | – | -61 | -100.0% | -0.01% | – |
| RAD | Exit | RITE AID CORP | $0 | – | -1,000 | -100.0% | -0.01% | – |
| HYG | Exit | ISHARES TRhigh yld corp | $0 | – | -100 | -100.0% | -0.01% | – |
| ABC | Exit | AMERISOURCEBERGEN CORP | $0 | – | -100 | -100.0% | -0.01% | – |
| SVXY | Exit | PROSHARES TR IIsht vix st trm | $0 | – | -195 | -100.0% | -0.01% | – |
| CBRE | Exit | CBRE GROUP INCcl a | $0 | – | -300 | -100.0% | -0.01% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -89 | -100.0% | -0.01% | – |
| HPE | Exit | * HEWLETT PACKARD ENTERPRISE C | $0 | – | -720 | -100.0% | -0.01% | – |
| BIL | Exit | SPDR SERIES TRUSTbrclys 1-3mt etf | $0 | – | -208 | -100.0% | -0.01% | – |
| MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -171 | -100.0% | -0.01% | – |
| ITB | Exit | ISHARES TRdj home constn | $0 | – | -400 | -100.0% | -0.01% | – |
| TIP | Exit | ISHARES TRbarclys tips bd | $0 | – | -111 | -100.0% | -0.01% | – |
| CELG | Exit | CELGENE CORP | $0 | – | -100 | -100.0% | -0.01% | – |
| NVO | Exit | NOVO-NORDISK A Sadr | $0 | – | -200 | -100.0% | -0.01% | – |
| VOX | Exit | VANGUARD WORLD FDS | $0 | – | -144 | -100.0% | -0.01% | – |
| XLE | Exit | SELECT SECTOR SPDR TRsbi int-energy | $0 | – | -208 | -100.0% | -0.01% | – |
| RWX | Exit | SPDR INDEX | $0 | – | -337 | -100.0% | -0.01% | – |
| AGG | Exit | ISHARES TRbarcly usagg b | $0 | – | -121 | -100.0% | -0.01% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -189 | -100.0% | -0.01% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -151 | -100.0% | -0.01% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -153 | -100.0% | -0.01% | – |
| LQD | Exit | ISHARES TRiboxx inv cpbd | $0 | – | -133 | -100.0% | -0.01% | – |
| IEI | Exit | ISHARES TRbarclys 3-7 yr | $0 | – | -112 | -100.0% | -0.01% | – |
| VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -346 | -100.0% | -0.01% | – |
| IYC | Exit | ISHARES TRcons srvc idx | $0 | – | -126 | -100.0% | -0.01% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -127 | -100.0% | -0.01% | – |
| XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -800 | -100.0% | -0.01% | – |
| XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -408 | -100.0% | -0.01% | – |
| TSN | Exit | TYSON FOODS INCcl a | $0 | – | -400 | -100.0% | -0.01% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -200 | -100.0% | -0.01% | – |
| BSV | Exit | VANGUARD BD INDEX FD INCshort trm bond | $0 | – | -290 | -100.0% | -0.01% | – |
| ALK | Exit | ALASKA AIR GROUP INC | $0 | – | -302 | -100.0% | -0.02% | – |
| IYK | Exit | ISHARES TRcons goods idx | $0 | – | -250 | -100.0% | -0.02% | – |
| SKX | Exit | SKECHERS U S A INCcl a | $0 | – | -880 | -100.0% | -0.02% | – |
| IJR | Exit | ISHARES TRs&p smlcap 600 | $0 | – | -283 | -100.0% | -0.02% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -778 | -100.0% | -0.02% | – |
| XRAY | Exit | DENTSPLY INTL INC NEW | $0 | – | -610 | -100.0% | -0.02% | – |
| VIG | Exit | VANGUARD SPECIALIZED PORTFOLdiv app etf | $0 | – | -459 | -100.0% | -0.02% | – |
| BIV | Exit | VANGUARD BD INDEX FD INCintermed term | $0 | – | -456 | -100.0% | -0.02% | – |
| EFA | Exit | ISHARES TRmsci eafe index | $0 | – | -668 | -100.0% | -0.02% | – |
| JBLU | Exit | JETBLUE AIRWAYS CORP | $0 | – | -1,850 | -100.0% | -0.03% | – |
| AVGO | Exit | AVAGO TECHNOLOGIES LTD | $0 | – | -400 | -100.0% | -0.04% | – |
| RSP | Exit | RYDEX ETF TRUSTgug s&p500 eq wt | $0 | – | -850 | -100.0% | -0.04% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -357 | -100.0% | -0.06% | – |
| PCLN | Exit | PRICELINE COM INC | $0 | – | -100 | -100.0% | -0.08% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -2,822 | -100.0% | -0.09% | – |
| IJK | Exit | ISHARES TRs&p mc 400 grw | $0 | – | -75,391 | -100.0% | -7.37% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -236,394 | -100.0% | -7.59% | – |
| SCHH | Exit | SCHWAB STRATEGIC TRus reit etf | $0 | – | -317,052 | -100.0% | -7.64% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -261,202 | -100.0% | -7.71% | – |
| IWO | Exit | ISHARES TRrusl 2000 grow | $0 | – | -93,203 | -100.0% | -7.88% | – |
| IEF | Exit | ISHARES TRbarclys 7-10 yr | $0 | – | -256,904 | -100.0% | -16.48% | – |
| MBB | Exit | ISHARES TRbarclys mbs bd | $0 | – | -253,497 | -100.0% | -16.58% | – |
| MUB | Exit | ISHARES TRs&p ntl amtfree | $0 | – | -253,402 | -100.0% | -17.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-04-15
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.