$243 Million is the total value of PIERSHALE FINANCIAL GROUP, INC.'s 29 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TNA | Exit | DIREXION SHS ETF TRdly smcap bull3x | $0 | – | -2,296 | -100.0% | -0.09% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -3,684 | -100.0% | -0.17% | – |
| HYMB | Exit | SPDR SER TRnuveen bbg brcly | $0 | – | -7,114 | -100.0% | -0.17% | – |
| COF | Exit | CAPITAL ONE FINL CORP | $0 | – | -18,201 | -100.0% | -1.11% | – |
| MRO | Exit | MARATHON OIL CORP | $0 | – | -210,455 | -100.0% | -1.13% | – |
| DVN | Exit | DEVON ENERGY CORP NEW | $0 | – | -99,358 | -100.0% | -1.14% | – |
| LB | Exit | L BRANDS INC | $0 | – | -42,212 | -100.0% | -1.20% | – |
| TPR | Exit | TAPESTRY INC | $0 | – | -73,453 | -100.0% | -1.26% | – |
| FCX | Exit | FREEPORT-MCMORAN INCcl b | $0 | – | -89,832 | -100.0% | -1.31% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-20
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.