$108 Million is the total value of PIERSHALE FINANCIAL GROUP, INC.'s 10 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HD | Buy | HOME DEPOT INC | $628,000 | -7.6% | 2,289 | +0.7% | 0.58% | -6.3% |
| ABT | Buy | ABBOTT LABS | $529,000 | -8.2% | 4,865 | +0.0% | 0.49% | -6.7% |
| GIS | Buy | GENERAL MLS INC | $404,000 | +12.2% | 5,349 | +0.7% | 0.37% | +14.1% |
| T | Buy | AT&T INC | $360,000 | -11.1% | 17,157 | +0.1% | 0.33% | -9.8% |
| PG | Buy | PROCTER AND GAMBLE CO | $241,000 | -5.5% | 1,673 | +0.3% | 0.22% | -4.3% |
| CSCO | Buy | CISCO SYS INC | $230,000 | -22.8% | 5,403 | +0.9% | 0.21% | -21.8% |
| PEP | Buy | PEPSICO INC | $203,000 | 0.0% | 1,218 | +0.4% | 0.19% | +1.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-14
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.