PIERSHALE FINANCIAL GROUP, INC. - Q4 2022 holdings

$121 Million is the total value of PIERSHALE FINANCIAL GROUP, INC.'s 299 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 2654.5% .

 Value Shares↓ Weighting
BIL BuySPDR SER TRbloomberg 1-3 mo$111,530,194
+21.4%
1,219,309
+21.5%
92.46%
+34.0%
CTSH NewCOGNIZANT TECHNOLOGY SOLUTIOcl a$987,61417,269
+100.0%
0.82%
HD BuyHOME DEPOT INC$731,990
+15.1%
2,317
+0.6%
0.61%
+27.3%
AAPL BuyAPPLE INC$709,386
-0.9%
5,460
+5.3%
0.59%
+9.3%
ABT BuyABBOTT LABS$542,070
+15.1%
4,937
+1.4%
0.45%
+26.8%
GIS BuyGENERAL MLS INC$454,805
+10.1%
5,424
+0.7%
0.38%
+21.6%
T BuyAT&T INC$314,581
+20.1%
17,088
+0.1%
0.26%
+32.5%
CSCO  CISCO SYS INC$257,445
+19.2%
5,4040.0%0.21%
+31.5%
PG SellPROCTER AND GAMBLE CO$239,991
+13.2%
1,583
-5.7%
0.20%
+25.2%
MSFT SellMICROSOFT CORP$228,309
-25.6%
952
-27.8%
0.19%
-17.8%
PEP NewPEPSICO INC$220,7141,222
+100.0%
0.18%
WMT NewWALMART INC$158,1981,116
+100.0%
0.13%
ABBV NewABBVIE INC$155,497962
+100.0%
0.13%
DRI NewDARDEN RESTAURANTS INC$152,1171,100
+100.0%
0.13%
IBM NewINTERNATIONAL BUSINESS MACHS$147,9341,050
+100.0%
0.12%
NVDA NewNVIDIA CORPORATION$137,956944
+100.0%
0.11%
USB NewUS BANCORP DEL$134,5803,086
+100.0%
0.11%
YUM NewYUM BRANDS INC$112,114875
+100.0%
0.09%
GOOG NewALPHABET INCcap stk cl c$108,2511,220
+100.0%
0.09%
VZ NewVERIZON COMMUNICATIONS INC$100,3122,546
+100.0%
0.08%
GOOGL NewALPHABET INCcap stk cl a$93,5241,060
+100.0%
0.08%
CVX NewCHEVRON CORP NEW$71,796400
+100.0%
0.06%
ABR NewARBOR REALTY TRUST INC$67,7065,133
+100.0%
0.06%
JNJ NewJOHNSON & JOHNSON$61,045346
+100.0%
0.05%
EXC NewEXELON CORP$58,6481,357
+100.0%
0.05%
SWKS NewSKYWORKS SOLUTIONS INC$57,352629
+100.0%
0.05%
AVK NewADVENT CONV & INCOME FD$57,9935,320
+100.0%
0.05%
ITW NewILLINOIS TOOL WKS INC$57,278260
+100.0%
0.05%
MSI NewMOTOROLA SOLUTIONS INC$56,345219
+100.0%
0.05%
DPZ NewDOMINOS PIZZA INC$56,780164
+100.0%
0.05%
TTEK NewTETRA TECH INC NEW$55,172380
+100.0%
0.05%
XOM NewEXXON MOBIL CORP$51,077463
+100.0%
0.04%
GDX NewVANECK ETF TRUSTgold miners etf$49,8351,739
+100.0%
0.04%
OKE NewONEOK INC NEW$47,698726
+100.0%
0.04%
TGT NewTARGET CORP$46,799314
+100.0%
0.04%
COST NewCOSTCO WHSL CORP NEW$45,650100
+100.0%
0.04%
YUMC NewYUM CHINA HLDGS INC$45,212827
+100.0%
0.04%
NewWARNER BROS DISCOVERY INC$39,0484,119
+100.0%
0.03%
NewCONSTELLATION ENERGY CORP$38,881451
+100.0%
0.03%
SDY NewSPDR SER TRs&p divid etf$38,576308
+100.0%
0.03%
NewDIREXION SHS ETF TRdly semicndtr br$37,890959
+100.0%
0.03%
CMCSA NewCOMCAST CORP NEWcl a$37,1991,064
+100.0%
0.03%
VOO NewVANGUARD INDEX FDS S&P 500 ETF$35,956102
+100.0%
0.03%
NBIX NewNEUROCRINE BIOSCIENCES INC$35,832300
+100.0%
0.03%
TSLA NewTESLA INC$33,259270
+100.0%
0.03%
SCHD NewSCHWAB STRATEGIC TRus dividend eq$29,348389
+100.0%
0.02%
MMM New3M CO$29,445246
+100.0%
0.02%
GDXJ NewVANECK ETF TRUSTjunior gold mine$28,662804
+100.0%
0.02%
UPS NewUNITED PARCEL SERVICE INCcl b$28,208162
+100.0%
0.02%
ADX NewADAMS DIVERSIFIED EQUITY FD$27,7761,910
+100.0%
0.02%
SPHD NewINVESCO EXCH TRADED FD TR IIs&p500 hdl vol$27,394625
+100.0%
0.02%
NTRS NewNORTHERN TR CORP$26,547300
+100.0%
0.02%
MCD NewMCDONALDS CORP$26,353100
+100.0%
0.02%
BA NewBOEING CO$26,669140
+100.0%
0.02%
ES NewEVERSOURCE ENERGY$25,655306
+100.0%
0.02%
SBUX NewSTARBUCKS CORP$24,800250
+100.0%
0.02%
ISD NewPGIM HIGH YIELD BOND FUND IN$23,7402,000
+100.0%
0.02%
ETB NewEATON VANCE TAX MNGED BUY WR$23,6701,800
+100.0%
0.02%
ADBE NewADOBE SYSTEMS INCORPORATED$23,55770
+100.0%
0.02%
DE NewDEERE & CO$24,43957
+100.0%
0.02%
WBA NewWALGREENS BOOTS ALLIANCE INC$23,467628
+100.0%
0.02%
JRI NewNUVEEN REAL ASSET INCOME & G$23,4002,000
+100.0%
0.02%
AMZN NewAMAZON COM INC$22,764271
+100.0%
0.02%
GSG NewISHARES S&P GSCI COMMODITY-unit ben int$21,2301,000
+100.0%
0.02%
OLED NewUNIVERSAL DISPLAY CORP$21,608200
+100.0%
0.02%
RS NewRELIANCE STEEL & ALUMINUM CO$20,244100
+100.0%
0.02%
C NewCITIGROUP INC$20,354450
+100.0%
0.02%
BGR NewBLACKROCK ENERGY & RES TR$18,7951,500
+100.0%
0.02%
PHO NewINVESCO EXCHANGE TRADED FD Twater res etf$19,843385
+100.0%
0.02%
USMV NewISHARES TRmsci usa min vp;$18,025250
+100.0%
0.02%
ACN NewACCENTURE PLC IRELAND$17,61166
+100.0%
0.02%
DEF NewINVESCO EXCH TRD SLF IDX FDdefensive eqty$18,289275
+100.0%
0.02%
CDC NewVICTORY PORTFOLIOS II$18,621300
+100.0%
0.02%
FHLC NewFIDELITY COVINGTON TRUSTmsci hlth care i$17,594275
+100.0%
0.02%
SCHX NewSCHWAB STRATEGIC TRus lrg cap etf$18,060400
+100.0%
0.02%
GPC NewGENUINE PARTS CO$17,351100
+100.0%
0.01%
IGD NewVOYA GLBL EQTY DIV & PREM OP$17,3123,200
+100.0%
0.01%
QQQ NewINVESCO QQQ TRunit ser 1$15,71159
+100.0%
0.01%
HQH NewTEKLA HEALTHCARE INVSsh ben int$15,840880
+100.0%
0.01%
EAD NewALLSPRING INCOME OPPORTUNITinc oppty fd$15,9752,500
+100.0%
0.01%
BDJ NewBLACKROCK ENHANCED EQUITY DI$15,3171,700
+100.0%
0.01%
PRU NewPRUDENTIAL FINL INC$15,747158
+100.0%
0.01%
GWW NewGRAINGER W W INC$13,90625
+100.0%
0.01%
AMAT NewAPPLIED MATLS INC$14,607150
+100.0%
0.01%
ADM NewARCHER DANIELS MIDLAND CO$14,206153
+100.0%
0.01%
WTRG NewESSENTIAL UTILS INC$13,603285
+100.0%
0.01%
MDT NewMEDTRONIC PLC$12,902166
+100.0%
0.01%
TD NewTORONTO DOMINION BK ONT$12,952200
+100.0%
0.01%
ELS NewEQUITY LIFESTYLE PPTYS INC$13,049202
+100.0%
0.01%
EQIX NewEQUINIX INC$13,10120
+100.0%
0.01%
SYY NewSYSCO CORP$13,837181
+100.0%
0.01%
PKG NewPACKAGING CORP AMER$12,791100
+100.0%
0.01%
SO NewSOUTHERN CO$13,568190
+100.0%
0.01%
DOV NewDOVER CORP$13,541100
+100.0%
0.01%
KMB NewKIMBERLY-CLARK CORP$13,711101
+100.0%
0.01%
ABNB NewAIRBNB INC$12,825150
+100.0%
0.01%
SYK NewSTRYKER CORPORATION$12,22450
+100.0%
0.01%
OTEX NewOPEN TEXT CORP$11,856400
+100.0%
0.01%
CVS NewCVS HEALTH CORP$12,388133
+100.0%
0.01%
QCOM NewQUALCOMM INC$11,983109
+100.0%
0.01%
TIP NewISHARES TRtips bd etf$11,557109
+100.0%
0.01%
SDOW NewPROSHARES TRultrashrt dow 30$11,885441
+100.0%
0.01%
VTWO NewVANGUARD SCOTTSDALE FDSvng rus2000idx$10,556150
+100.0%
0.01%
HQL NewTEKLA LIFE SCIENCES INVSsh ben int$11,368800
+100.0%
0.01%
NewDIREXION SHS ETF TRdl ftse bull 3x$11,453248
+100.0%
0.01%
NewPORTILLOS INC$11,424700
+100.0%
0.01%
JBSS NewSANFILIPPO JOHN B & SON INC$10,409128
+100.0%
0.01%
EMR NewEMERSON ELEC CO$10,278107
+100.0%
0.01%
FCPT NewFOUR CORNERS PPTY TR INC$10,735414
+100.0%
0.01%
BYD NewBOYD GAMING CORP$10,906200
+100.0%
0.01%
SCHP NewSCHWAB STRATEGIC TRus tips etf$10,047194
+100.0%
0.01%
LOW NewLOWES COS INC$9,96250
+100.0%
0.01%
BG NewBUNGE LIMITED$9,977100
+100.0%
0.01%
RGEN NewREPLIGEN CORP$9,31255
+100.0%
0.01%
WY NewWEYERHAEUSER CO MTN BE$9,300300
+100.0%
0.01%
DTE NewDTE ENERGY CO$10,10886
+100.0%
0.01%
NewRUMBLE INC$9,5201,600
+100.0%
0.01%
MDLZ NewMONDELEZ INTL INCcl a$9,131137
+100.0%
0.01%
CRM NewSALESFORCE INC$9,94475
+100.0%
0.01%
TITN NewTITAN MACHY INC$7,946200
+100.0%
0.01%
NewBROOKFIELD CORPcl a ltd vt sh$8,683276
+100.0%
0.01%
SPGI NewS&P GLOBAL INC$8,37425
+100.0%
0.01%
HRB NewBLOCK H & R INC$8,288227
+100.0%
0.01%
WHR NewWHIRLPOOL CORP$8,77762
+100.0%
0.01%
ALB NewALBEMARLE CORP$7,86036
+100.0%
0.01%
AKAM NewAKAMAI TECHNOLOGIES INC$8,430100
+100.0%
0.01%
BBY NewBEST BUY INC$8,021100
+100.0%
0.01%
IYR NewISHARES TRu.s. real es etf$8,773104
+100.0%
0.01%
XLU NewSELECT SECTOR SPDR TRsbi int-utils$8,812125
+100.0%
0.01%
TER NewTERADYNE INC$8,735100
+100.0%
0.01%
DIS NewDISNEY WALT CO$8,688100
+100.0%
0.01%
DVN NewDEVON ENERGY CORP NEW$6,835111
+100.0%
0.01%
SCHV NewSCHWAB STRATEGIC TRus lcap va etf$7,394112
+100.0%
0.01%
LNT NewALLIANT ENERGY CORP$7,509136
+100.0%
0.01%
NTR NewNUTRIEN LTD$7,303100
+100.0%
0.01%
JBL NewJABIL INC$6,820100
+100.0%
0.01%
WPC NewWP CAREY INC$7,815100
+100.0%
0.01%
FCX NewFREEPORT-MCMORAN INCcl b$7,600200
+100.0%
0.01%
ULTA NewULTA BEAUTY INC$7,03615
+100.0%
0.01%
LAC NewLITHIUM AMERS CORP NEW$7,182379
+100.0%
0.01%
PLW NewINVESCO EXCH TRADED FD TR II1 30 lader tre$6,694233
+100.0%
0.01%
WELL NewWELLTOWER INC$6,883105
+100.0%
0.01%
RIO NewRIO TINTO PLCsponsored adr$7,120100
+100.0%
0.01%
VALE NewVALE S Asponsored ads$6,788400
+100.0%
0.01%
O NewREALTY INCOME CORP$7,802123
+100.0%
0.01%
IEF NewISHARES TR7-10 yr trsy bd$7,27976
+100.0%
0.01%
PFE NewPFIZER INC$5,603109
+100.0%
0.01%
XLP NewSELECT SECTOR SPDR TRsbi cons stpls$5,59175
+100.0%
0.01%
SCHC NewSCHWAB STRATEGIC TRintl sceqt etf$6,294200
+100.0%
0.01%
NewHF SINCLAIR CORP$6,486125
+100.0%
0.01%
PEAK NewHEALTHPEAK PROPERTIES INC$6,493259
+100.0%
0.01%
PCF NewHIGH INCOME SECS FD$6,5001,000
+100.0%
0.01%
CAT NewCATERPILLAR INC$5,98925
+100.0%
0.01%
ETSY NewETSY INC$5,98950
+100.0%
0.01%
CF NewCF INDS HLDGS INC$5,96470
+100.0%
0.01%
VYMI NewVANGUARD WHITEHALL FDSintl high etf$5,957100
+100.0%
0.01%
TGNA NewTEGNA INC$6,357300
+100.0%
0.01%
F NewFORD MTR CO DEL$6,117526
+100.0%
0.01%
NEE NewNEXTERA ENERGY INC$5,60167
+100.0%
0.01%
SYF NewSYNCHRONY FINANCIAL$6,572200
+100.0%
0.01%
PPL NewPPL CORP$5,844200
+100.0%
0.01%
DDOG NewDATADOG INC$5,88080
+100.0%
0.01%
MELI NewMERCADOLIBRE INC$5,0776
+100.0%
0.00%
INSW NewINTERNATIONAL SEAWAYS INC$4,813130
+100.0%
0.00%
FB NewMETA PLATFORMS INCcl a$4,57338
+100.0%
0.00%
VTV NewVANGUARD INDEX FDSvalue etf$5,19437
+100.0%
0.00%
SCHH NewSCHWAB STRATEGIC TRus reit etf$5,093264
+100.0%
0.00%
PFXF NewVANECK ETF TRUSTpreferred securt$5,013300
+100.0%
0.00%
QQEW NewFIRST TR NAS100 EQ WEIGHTED$4,43950
+100.0%
0.00%
KMI NewKINDER MORGAN INC DE;$5,424300
+100.0%
0.00%
EBF NewENNIS INC$4,432200
+100.0%
0.00%
BIP NewBROOKFIELD INFRAST PARTNERSlp int unit$4,679151
+100.0%
0.00%
IYK NewISHARES TRus consm staples$5,07025
+100.0%
0.00%
XLE NewSELECT SECTOR SPDR TRenergy$4,37450
+100.0%
0.00%
SQ NewBLOCK INCcl a$4,96479
+100.0%
0.00%
INTC NewINTEL CORP$5,286200
+100.0%
0.00%
VRTX NewVERTEX PHARMACEUTICALS INC$4,33215
+100.0%
0.00%
SNX NewTD SYNNEX CORPORATION$4,75050
+100.0%
0.00%
NewGENERAL ELECTRIC CO$5,11161
+100.0%
0.00%
COP NewCONOCOPHILLIPS$4,72040
+100.0%
0.00%
EQC NewEQUITY COMWLTH$4,994200
+100.0%
0.00%
OXY NewOCCIDENTAL PETE CORP$4,40970
+100.0%
0.00%
DLR NewDIGITAL RLTY TR INC$4,81348
+100.0%
0.00%
CRON NewCRONOS GROUP INC$4,8491,909
+100.0%
0.00%
SCHW NewSCHWAB CHARLES CORP$4,34752
+100.0%
0.00%
UHT NewUNIVERSAL HEALTH RLTY INCOMEsh ben int$4,773100
+100.0%
0.00%
SSRM NewSSR MNG INC$4,544290
+100.0%
0.00%
BSX NewBOSTON SCIENTIFIC CORP$4,627100
+100.0%
0.00%
MGPI NewMGP INGREDIENTS INC NEW$4,78745
+100.0%
0.00%
GUSH NewDIREXION SHS ETF TRoil gas bl 2x sh$4,94634
+100.0%
0.00%
MPC NewMARATHON PETE CORP$4,65640
+100.0%
0.00%
LITE NewLUMENTUM HLDGS INC$5,217100
+100.0%
0.00%
LTHM NewLIVENT CORP$5,285266
+100.0%
0.00%
PWR NewQUANTA SVCS INC$3,56225
+100.0%
0.00%
ENPH NewENPHASE ENERGY INC$3,97415
+100.0%
0.00%
EPD NewENTERPRISE PRODS PARTNERS L$3,850160
+100.0%
0.00%
PLOW NewDOUGLAS DYNAMICS INC$3,616100
+100.0%
0.00%
CEIX NewCONSOL ENERGY INC NEW$3,57555
+100.0%
0.00%
TWNK NewHOSTESS BRANDS INCcl a$3,366150
+100.0%
0.00%
NewCOHERENT CORP$3,510100
+100.0%
0.00%
SCHZ NewSCHWAB STRATEGIC TRus aggregate b$3,83584
+100.0%
0.00%
KMX NewCARMAX INC$3,77562
+100.0%
0.00%
JEPI NewJ P MORGAN EXCHANGE TRADED Fequity premium$4,16276
+100.0%
0.00%
JNPR NewJUNIPER NETWORKS INC$3,196100
+100.0%
0.00%
LEG NewLEGGETT & PLATT INC$3,642113
+100.0%
0.00%
TNK NewTEEKAY TANKERS LTDcl a$3,081100
+100.0%
0.00%
MTB NewM & T BK CORP$3,33623
+100.0%
0.00%
MRC NewMRC GLOBAL INC$3,474300
+100.0%
0.00%
BWA NewBORGWARNER INC$4,025100
+100.0%
0.00%
TSM NewTAIWAN SEMICONDUCTOR MFG LTDsponsored ads$3,72450
+100.0%
0.00%
NYCB NewNEW YORK CMNTY BANCORP INC$3,556414
+100.0%
0.00%
NWL NewNEWELL BRANDS INC$3,270250
+100.0%
0.00%
UEC NewURANIUM ENERGY CORP$3,104800
+100.0%
0.00%
GOLD NewBARRICK GOLD CORP$3,642212
+100.0%
0.00%
ON NewON SEMICONDUCTOR CORP$3,11850
+100.0%
0.00%
PBF NewPBF ENERGY INCcl a$4,078100
+100.0%
0.00%
SWK NewSTANLEY BLACK & DECKER INC$4,20756
+100.0%
0.00%
SAVE NewSPIRIT AIRLS INC$3,234166
+100.0%
0.00%
ET NewENERGY TRANSFER L P$3,419288
+100.0%
0.00%
ENB NewENBRIDGE INC$3,910100
+100.0%
0.00%
VFC NewV F CORP$2,34785
+100.0%
0.00%
AMKR NewAMKOR TECHNOLOGY INC$1,99083
+100.0%
0.00%
BGS NewB & G FOODS INC NEW$2,955265
+100.0%
0.00%
BZH NewBEAZER HOMES USA INC$2,552200
+100.0%
0.00%
NewBROOKFIELD ASSET MANAGMT LTD$1,95068
+100.0%
0.00%
UAN NewCVR PARTNERS LP$2,51825
+100.0%
0.00%
CGC NewCANOPY GROWTH CORP$2,5531,105
+100.0%
0.00%
CCL NewCARNIVAL CORP$1,918238
+100.0%
0.00%
LNG NewCHENIERE ENERGY INC$2,99920
+100.0%
0.00%
CMG NewCHIPOTLE MEXICAN GRILL INC$2,7752
+100.0%
0.00%
DTM NewDT MIDSTREAM INC$2,37643
+100.0%
0.00%
DOW NewDOW INC$1,87937
+100.0%
0.00%
EHC NewENCOMPASS HEALTH CORP$2,99050
+100.0%
0.00%
GM NewGENERAL MTRS CO$2,18765
+100.0%
0.00%
HES NewHESS CORP$2,83620
+100.0%
0.00%
HMC NewHONDA MOTOR LTD$2,286100
+100.0%
0.00%
IVV NewISHARES TRcore s&p500 etf$1,9215
+100.0%
0.00%
KHC NewKRAFT HEINZ CO$1,95448
+100.0%
0.00%
NewKYNDRYL HLDGS INC$2,224200
+100.0%
0.00%
LLY NewLILLY ELI & CO$2,5617
+100.0%
0.00%
LEV NewTHE LION ELECTRIC COMPANY$2,2401,000
+100.0%
0.00%
MCK NewMCKESSON CORP$3,0018
+100.0%
0.00%
MRK NewMERCK & CO INC$2,21920
+100.0%
0.00%
NOC NewNORTHROP GRUMMAN CORP$2,7285
+100.0%
0.00%
NUVA NewNUVASIVE INC$2,06250
+100.0%
0.00%
PYPL NewPAYPAL HLDGS INC$1,85226
+100.0%
0.00%
PINS NewPINTEREST INCcl a$2,30795
+100.0%
0.00%
NewPROSHARES TRbitcoin strate$1,825175
+100.0%
0.00%
QRVO NewQORVO INC$2,26625
+100.0%
0.00%
STEM NewSTEM INC$2,682300
+100.0%
0.00%
SYNA NewSYNAPTICS INC$2,37925
+100.0%
0.00%
UBER NewUBER TECHNOLOGIES INC$2,968120
+100.0%
0.00%
STNG NewSCORPIO TANKERS INC$2,68850
+100.0%
0.00%
SPLK NewSPLUNK INC$1,20514
+100.0%
0.00%
SOFI NewSOFI TECHNOLOGIES INC$1,383300
+100.0%
0.00%
CCI NewCROWN CASTLE INC$1,35610
+100.0%
0.00%
CLNE NewCLEAN ENERGY FUELS CORP$629121
+100.0%
0.00%
CEVA NewCEVA INC$1,27950
+100.0%
0.00%
CX NewCEMEX SAB DE CVspon adr new$1,215300
+100.0%
0.00%
CPRX NewCATALYST PHARMACEUTICALS INC$93050
+100.0%
0.00%
BHP NewBHP GROUP LTDsponsored ads$1,73028
+100.0%
0.00%
BAC NewBANK AMERICA CORP$1,61149
+100.0%
0.00%
JAZZ NewJAZZ PHARMACEUTICALS PLC$1,59310
+100.0%
0.00%
LIN NewLINDE PLC$1,6315
+100.0%
0.00%
BIDU NewBAIDU INCspon adr rep a$1,37312
+100.0%
0.00%
TGH NewTEXTAINER GROUP HOLDINGS LTD$1,24040
+100.0%
0.00%
ACB NewAURORA CANNABIS INC$720780
+100.0%
0.00%
AUPH NewAURINIA PHARMACEUTICALS INC$648150
+100.0%
0.00%
SXC NewSUNCOKE ENERGY INC$915106
+100.0%
0.00%
NewRIVIAN AUTOMOTIVE INC$1,01455
+100.0%
0.00%
PLL NewPIEDMONT LITHIUM INC$1,49734
+100.0%
0.00%
DNOW NewNOW INC$95275
+100.0%
0.00%
NGG NewNATIONAL GRID PLCsponsored adr ne$1,50825
+100.0%
0.00%
NIO NewNIO INCspon ads$1,755180
+100.0%
0.00%
NewMULLEN AUTOMOTIVE INC$1,4305,000
+100.0%
0.00%
MGM NewMGM RESORTS INTERNATIONAL$1,14034
+100.0%
0.00%
REMX NewVANECK ETF TRUSTrare earth/strtg$6859
+100.0%
0.00%
KULR NewKULR TECHNOLOGY GROUP INC$888740
+100.0%
0.00%
KOS NewKOSMOS ENERGY LTD$1,272200
+100.0%
0.00%
JBLU NewJETBLUE AWYS CORP$648100
+100.0%
0.00%
INSG NewINSEEGO CORP$779925
+100.0%
0.00%
NewHEALTHCARE RLTY TR$1,04154
+100.0%
0.00%
GORO NewGOLD RESOURCE CORP$1,013662
+100.0%
0.00%
AG NewFIRST MAJESTIC SILVER CORP$992119
+100.0%
0.00%
FCPI NewFIDELITY COVINGTON TRUSTstock for infl$1,54850
+100.0%
0.00%
DLTR NewDOLLAR TREE INC$7075
+100.0%
0.00%
DOCU NewDOCUSIGN INC$1,38625
+100.0%
0.00%
DTEA NewDAVIDSTEA INC$237300
+100.0%
0.00%
SPY NewSPDR S&P 500 ETF TRtr unit$3891
+100.0%
0.00%
NAT NewNORDIC AMERICAN TANKERS LIMI$441144
+100.0%
0.00%
NewSNDL INC$531254
+100.0%
0.00%
LWAY NewLIFEWAY FOODS INC$555100
+100.0%
0.00%
PRLB NewPROTO LABS INC$43417
+100.0%
0.00%
CTRM NewCASTOR MARITIME INC$224200
+100.0%
0.00%
NewORGANIGRAM HLDGS INC$320400
+100.0%
0.00%
TLRY NewTILRAY BRANDS INC$22383
+100.0%
0.00%
AMC NewAMC ENTMT HLDGS INC$32680
+100.0%
0.00%
KTB NewKONTOOR BRANDS INC$48012
+100.0%
0.00%
MJ NewETF MANAGERS TRetfmg altr hrvst$34080
+100.0%
0.00%
SPXS ExitDIREXION SHS ETF TRdly s&p500 br 3x$0-15,741
-100.0%
-0.35%
ExitPROSHARES TRultrashrt s&p500$0-689,203
-100.0%
-28.24%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-01-13
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
AT&T INC41Q2 20232.0%
HOME DEPOT INC35Q2 20230.6%
CISCO SYS INC35Q2 20233.2%
GENERAL MLS INC34Q2 20230.4%
ILLINOIS TOOL WKS INC34Q2 20230.4%
ZYNGA INC30Q4 20200.1%
APPLE INC27Q2 20231.2%
INTERNATIONAL BUSINESS MACHS26Q2 20230.3%
PROCTER & GAMBLE CO26Q2 20230.2%
ABBOTT LABS25Q2 20230.5%

View PIERSHALE FINANCIAL GROUP, INC.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2023-07-06
13F-HR2023-04-12
13F-HR2023-01-13
13F-HR2022-10-26
13F-HR2022-07-14
13F-HR2022-04-11
13F-HR2022-01-21
13F-HR2021-10-20
13F-HR2021-07-15
13F-HR2021-04-20

View PIERSHALE FINANCIAL GROUP, INC.'s complete filings history.

Compare quarters

Export PIERSHALE FINANCIAL GROUP, INC.'s holdings