$155 Million is the total value of PIERSHALE FINANCIAL GROUP, INC.'s 22 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHA | SCHWAB STRATEGIC TRus sml cap etf | $22,286,000 | 0.0% | 353,851 | 0.0% | 14.33% | 0.0% | |
| PHB | POWERSHARES GLOBAL ETF TRUSTfdm hg yld rafi | $16,352,000 | 0.0% | 869,349 | 0.0% | 10.52% | 0.0% | |
| BIL | SPDR SERIES TRUSTbrclys 1-3mt etf | $16,025,000 | 0.0% | 350,572 | 0.0% | 10.31% | 0.0% | |
| BKLN | POWERSHARES ETF TRUST IIsenior ln port | $15,951,000 | 0.0% | 685,759 | 0.0% | 10.26% | 0.0% | |
| CWB | SPDR SERIES TRUSTbrclys cap conv | $11,094,000 | 0.0% | 230,647 | 0.0% | 7.14% | 0.0% | |
| HYD | VANECK VECTORS ETF TRhigh yld mun etf | $10,938,000 | 0.0% | 357,807 | 0.0% | 7.04% | 0.0% | |
| PCY | POWERSHARES GLOBAL ETF TRUSTsovereign debt | $10,908,000 | 0.0% | 375,375 | 0.0% | 7.02% | 0.0% | |
| IYW | ISHARES TRdj us tech sec | $8,652,000 | 0.0% | 64,011 | 0.0% | 5.56% | 0.0% | |
| XLF | SELECT SECTOR SPDR TRsbi int-finl | $8,511,000 | 0.0% | 358,677 | 0.0% | 5.47% | 0.0% | |
| IYM | ISHARES TRdj us bas matl | $8,386,000 | 0.0% | 94,075 | 0.0% | 5.39% | 0.0% | |
| IYH | ISHARES TRdj us healthcr | $7,949,000 | 0.0% | 51,055 | 0.0% | 5.11% | 0.0% | |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $7,327,000 | 0.0% | 154,799 | 0.0% | 4.71% | 0.0% | |
| IWS | ISHARES TRrussell mcp vl | $7,292,000 | 0.0% | 87,865 | 0.0% | 4.69% | 0.0% | |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $1,403,000 | 0.0% | 27,093 | 0.0% | 0.90% | 0.0% | |
| T | AT&T INC | $671,000 | 0.0% | 16,149 | 0.0% | 0.43% | 0.0% | |
| HD | HOME DEPOT INC | $322,000 | 0.0% | 2,192 | 0.0% | 0.21% | 0.0% | |
| HSIC | SCHEIN HENRY INC | $311,000 | 0.0% | 1,830 | 0.0% | 0.20% | 0.0% | |
| ITW | ILLINOIS TOOL WKS INC | $307,000 | 0.0% | 2,319 | 0.0% | 0.20% | 0.0% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $279,000 | 0.0% | 1,600 | 0.0% | 0.18% | 0.0% | |
| GIS | GENERAL MLS INC | $261,000 | 0.0% | 4,425 | 0.0% | 0.17% | 0.0% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $225,000 | 0.0% | 2,715 | 0.0% | 0.14% | 0.0% | |
| ZNGA | ZYNGA INCcl a | $29,000 | 0.0% | 10,000 | 0.0% | 0.02% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-07-14
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.