$132 Million is the total value of PIERSHALE FINANCIAL GROUP, INC.'s 163 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PHB | New | POWERSHARES GLOBAL ETF TRUSTfdm hg yld rafi | $17,823,000 | – | 944,525 | +100.0% | 13.55% | – |
| SCHR | New | SCHWAB STRATEGIC TRintrm trm tres | $17,353,000 | – | 312,333 | +100.0% | 13.19% | – |
| IWO | New | ISHARES TRrusl 2000 grow | $6,139,000 | – | 41,232 | +100.0% | 4.67% | – |
| GLD | New | SPDR GOLD TRUST GOLD | $197,000 | – | 1,568 | +100.0% | 0.15% | – |
| LDOS | New | LEIDOS HLDGS INC | $36,000 | – | 837 | +100.0% | 0.03% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $30,000 | – | 1,286 | +100.0% | 0.02% | – |
| IWP | New | ISHARES TRrussell mcp gr | $30,000 | – | 306 | +100.0% | 0.02% | – |
| SMDV | New | PROSHAREStr russ 2000 divd | $22,000 | – | 452 | +100.0% | 0.02% | – |
| EA | New | ELECTRONIC ARTS INC | $23,000 | – | 265 | +100.0% | 0.02% | – |
| NSC | New | NORFOLK SOUTHERN CORP | $20,000 | – | 201 | +100.0% | 0.02% | – |
| SKYY | New | FIRST TR EXCHANGE TRADED FD | $17,000 | – | 500 | +100.0% | 0.01% | – |
| SAIC | New | SCIENCE APPLICATNS INTL CP N | $17,000 | – | 250 | +100.0% | 0.01% | – |
| IJS | New | ISHARES TRs&p smlcp valu | $17,000 | – | 136 | +100.0% | 0.01% | – |
| CELG | New | CELGENE CORP | $16,000 | – | 150 | +100.0% | 0.01% | – |
| TWLO | New | TWILIO INCcl a | $10,000 | – | 150 | +100.0% | 0.01% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $9,000 | – | 102 | +100.0% | 0.01% | – |
| VEEV | New | VEEVA SYS INC | $9,000 | – | 230 | +100.0% | 0.01% | – |
| SEP | New | SPECTRA ENERGY PARTNERS LP | $9,000 | – | 203 | +100.0% | 0.01% | – |
| KWEB | New | KRANESHARES TRcsi chi internet | $8,000 | – | 200 | +100.0% | 0.01% | – |
| TECL | New | DIREXION SHS ETF TRdly tech bull 3x | $6,000 | – | 130 | +100.0% | 0.01% | – |
| HYD | New | VANECK VECTORS ETF TRhigh yld mun etf | $7,000 | – | 202 | +100.0% | 0.01% | – |
| FAS | New | DIREXION SHS ETF TRdly fin bull new | $5,000 | – | 185 | +100.0% | 0.00% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $4,000 | – | 25 | +100.0% | 0.00% | – |
| DRN | New | DIREXION SHS ETF TRdly r/e bull3x | $2,000 | – | 91 | +100.0% | 0.00% | – |
| CDK | New | CDK GLOBAL INC | $2,000 | – | 33 | +100.0% | 0.00% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $2,000 | – | 24 | +100.0% | 0.00% | – |
| CHK | New | CHESAPEAKE ENERGY CORP | $1,000 | – | 100 | +100.0% | 0.00% | – |
| GM | New | GENERAL MTRS CO | $1,000 | – | 44 | +100.0% | 0.00% | – |
| DG | New | DOLLAR GEN CORP NEW | $0 | – | 1 | +100.0% | 0.00% | – |
| C | New | CITIGROUP INC | $0 | – | 10 | +100.0% | 0.00% | – |
| LUV | New | SOUTHWEST AIRLS CO | $0 | – | 2 | +100.0% | 0.00% | – |
| New | INTERACTIVE BROKERS GROUP INcall | $0 | – | 2 | +100.0% | 0.00% | – | |
| New | INTERACTIVE BROKERS GROUP INput | $0 | – | 2 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-10-18
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.