$110 Million is the total value of PIERSHALE FINANCIAL GROUP, INC.'s 11 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 12.5% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BIL | New | SPDR SER TRspdr bloomberg | $105,681,000 | – | 1,155,869 | +100.0% | 96.01% | – |
AAPL | Buy | APPLE INC | $866,000 | -1.1% | 4,960 | +0.5% | 0.79% | +135.6% |
HD | Buy | HOME DEPOT INC | $680,000 | -27.5% | 2,273 | +0.6% | 0.62% | +72.6% |
ABT | Buy | ABBOTT LABS | $576,000 | -11.7% | 4,864 | +5.1% | 0.52% | +110.0% |
T | Buy | AT&T INC | $405,000 | -3.8% | 17,143 | +0.1% | 0.37% | +128.6% |
GIS | Buy | GENERAL MLS INC | $360,000 | +1.4% | 5,310 | +0.7% | 0.33% | +142.2% |
CSCO | Buy | CISCO SYS INC | $298,000 | -12.1% | 5,353 | +0.0% | 0.27% | +110.1% |
PG | Buy | PROCTER AND GAMBLE CO | $255,000 | -6.2% | 1,668 | +0.3% | 0.23% | +123.1% |
PEP | Buy | PEPSICO INC | $203,000 | -3.3% | 1,213 | +0.3% | 0.18% | +130.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-11
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.