$135 Million is the total value of PIERSHALE FINANCIAL GROUP, INC.'s 152 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $29,130,000 | – | 693,404 | +100.0% | 21.59% | – |
| PCY | New | POWERSHARES GLOBAL ETF TRUSTsovereign debt | $21,502,000 | – | 726,925 | +100.0% | 15.93% | – |
| SPTL | New | SPDR SERIES TRUSTbrclys lg trs et | $18,737,000 | – | 234,744 | +100.0% | 13.88% | – |
| IWN | New | ISHARES TRrusl 2000 valu | $18,256,000 | – | 187,642 | +100.0% | 13.53% | – |
| LQD | New | ISHARES TRiboxx inv cpbd | $17,739,000 | – | 144,531 | +100.0% | 13.15% | – |
| IWS | New | ISHARES TRrussell mcp vl | $11,820,000 | – | 159,101 | +100.0% | 8.76% | – |
| SCHH | New | SCHWAB STRATEGIC TRus reit etf | $4,437,000 | – | 102,140 | +100.0% | 3.29% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $4,162,000 | – | 89,821 | +100.0% | 3.08% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $4,022,000 | – | 74,449 | +100.0% | 2.98% | – |
| XRAY | New | * DENTSPLY SIRONA INC | $38,000 | – | 610 | +100.0% | 0.03% | – |
| SH | New | * PROSHARES TRshort s&p 500 ne | $33,000 | – | 832 | +100.0% | 0.02% | – |
| ISCG | New | ISHARES TRsmll grwth idx | $24,000 | – | 178 | +100.0% | 0.02% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $24,000 | – | 89 | +100.0% | 0.02% | – |
| UNP | New | UNION PAC CORP | $22,000 | – | 250 | +100.0% | 0.02% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $18,000 | – | 156 | +100.0% | 0.01% | – |
| GILD | New | GILEAD SCIENCES INC | $17,000 | – | 201 | +100.0% | 0.01% | – |
| CWB | New | SPDR SERIES TRUSTbrclys cap conv | $17,000 | – | 378 | +100.0% | 0.01% | – |
| SLX | New | * VANECK VECTORS ETF TRsteel etf | $16,000 | – | 574 | +100.0% | 0.01% | – |
| XLE | New | SELECT SECTOR SPDR TRsbi int-energy | $12,000 | – | 172 | +100.0% | 0.01% | – |
| M | New | MACYS INC | $10,000 | – | 300 | +100.0% | 0.01% | – |
| New | COSTCO WHSL CORP NEWcall | $2,000 | – | 1 | +100.0% | 0.00% | – | |
| New | JOHNSON & JOHNSONcall | $2,000 | – | 3 | +100.0% | 0.00% | – | |
| CPST | New | CAPSTONE TURBINE CORP | $0 | – | 50 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-07-15
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.