$133 Million is the total value of PIERSHALE FINANCIAL GROUP, INC.'s 11 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 30.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $91,893,000 | -12.3% | 1,003,202 | -12.4% | 68.99% | -28.6% |
New | PROSHARES TRultrashrt s&p500 | $37,610,000 | – | 689,203 | +100.0% | 28.24% | – | |
AAPL | Buy | APPLE INC | $716,000 | +6.1% | 5,184 | +5.0% | 0.54% | -13.6% |
HD | Buy | HOME DEPOT INC | $636,000 | +1.3% | 2,304 | +0.7% | 0.48% | -17.6% |
ABT | Buy | ABBOTT LABS | $471,000 | -11.0% | 4,867 | +0.0% | 0.35% | -27.5% |
SPXS | New | DIREXION SHS ETF TRdly s&p500 br 3x | $465,000 | – | 15,741 | +100.0% | 0.35% | – |
GIS | Buy | GENERAL MLS INC | $413,000 | +2.2% | 5,387 | +0.7% | 0.31% | -16.9% |
MSFT | MICROSOFT CORP | $307,000 | -9.4% | 1,318 | 0.0% | 0.23% | -26.5% | |
T | Sell | AT&T INC | $262,000 | -27.2% | 17,072 | -0.5% | 0.20% | -40.7% |
CSCO | Buy | CISCO SYS INC | $216,000 | -6.1% | 5,404 | +0.0% | 0.16% | -23.6% |
PG | Buy | PROCTER AND GAMBLE CO | $212,000 | -12.0% | 1,678 | +0.3% | 0.16% | -28.4% |
PEP | Exit | PEPSICO INC | $0 | – | -1,218 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-26
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.