$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 | Buy | SPDR SER TRbloomberg 1-3 mo | $111,530,194 | +21.4% | 1,219,309 | +21.5% | 92.46% | +34.0% |
CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $987,614 | – | 17,269 | +100.0% | 0.82% | – |
HD | Buy | HOME DEPOT INC | $731,990 | +15.1% | 2,317 | +0.6% | 0.61% | +27.3% |
AAPL | Buy | APPLE INC | $709,386 | -0.9% | 5,460 | +5.3% | 0.59% | +9.3% |
ABT | Buy | ABBOTT LABS | $542,070 | +15.1% | 4,937 | +1.4% | 0.45% | +26.8% |
GIS | Buy | GENERAL MLS INC | $454,805 | +10.1% | 5,424 | +0.7% | 0.38% | +21.6% |
T | Buy | AT&T INC | $314,581 | +20.1% | 17,088 | +0.1% | 0.26% | +32.5% |
CSCO | CISCO SYS INC | $257,445 | +19.2% | 5,404 | 0.0% | 0.21% | +31.5% | |
PG | Sell | PROCTER AND GAMBLE CO | $239,991 | +13.2% | 1,583 | -5.7% | 0.20% | +25.2% |
MSFT | Sell | MICROSOFT CORP | $228,309 | -25.6% | 952 | -27.8% | 0.19% | -17.8% |
PEP | New | PEPSICO INC | $220,714 | – | 1,222 | +100.0% | 0.18% | – |
WMT | New | WALMART INC | $158,198 | – | 1,116 | +100.0% | 0.13% | – |
ABBV | New | ABBVIE INC | $155,497 | – | 962 | +100.0% | 0.13% | – |
DRI | New | DARDEN RESTAURANTS INC | $152,117 | – | 1,100 | +100.0% | 0.13% | – |
IBM | New | INTERNATIONAL BUSINESS MACHS | $147,934 | – | 1,050 | +100.0% | 0.12% | – |
NVDA | New | NVIDIA CORPORATION | $137,956 | – | 944 | +100.0% | 0.11% | – |
USB | New | US BANCORP DEL | $134,580 | – | 3,086 | +100.0% | 0.11% | – |
YUM | New | YUM BRANDS INC | $112,114 | – | 875 | +100.0% | 0.09% | – |
GOOG | New | ALPHABET INCcap stk cl c | $108,251 | – | 1,220 | +100.0% | 0.09% | – |
VZ | New | VERIZON COMMUNICATIONS INC | $100,312 | – | 2,546 | +100.0% | 0.08% | – |
GOOGL | New | ALPHABET INCcap stk cl a | $93,524 | – | 1,060 | +100.0% | 0.08% | – |
CVX | New | CHEVRON CORP NEW | $71,796 | – | 400 | +100.0% | 0.06% | – |
ABR | New | ARBOR REALTY TRUST INC | $67,706 | – | 5,133 | +100.0% | 0.06% | – |
JNJ | New | JOHNSON & JOHNSON | $61,045 | – | 346 | +100.0% | 0.05% | – |
EXC | New | EXELON CORP | $58,648 | – | 1,357 | +100.0% | 0.05% | – |
SWKS | New | SKYWORKS SOLUTIONS INC | $57,352 | – | 629 | +100.0% | 0.05% | – |
AVK | New | ADVENT CONV & INCOME FD | $57,993 | – | 5,320 | +100.0% | 0.05% | – |
ITW | New | ILLINOIS TOOL WKS INC | $57,278 | – | 260 | +100.0% | 0.05% | – |
MSI | New | MOTOROLA SOLUTIONS INC | $56,345 | – | 219 | +100.0% | 0.05% | – |
DPZ | New | DOMINOS PIZZA INC | $56,780 | – | 164 | +100.0% | 0.05% | – |
TTEK | New | TETRA TECH INC NEW | $55,172 | – | 380 | +100.0% | 0.05% | – |
XOM | New | EXXON MOBIL CORP | $51,077 | – | 463 | +100.0% | 0.04% | – |
GDX | New | VANECK ETF TRUSTgold miners etf | $49,835 | – | 1,739 | +100.0% | 0.04% | – |
OKE | New | ONEOK INC NEW | $47,698 | – | 726 | +100.0% | 0.04% | – |
TGT | New | TARGET CORP | $46,799 | – | 314 | +100.0% | 0.04% | – |
COST | New | COSTCO WHSL CORP NEW | $45,650 | – | 100 | +100.0% | 0.04% | – |
YUMC | New | YUM CHINA HLDGS INC | $45,212 | – | 827 | +100.0% | 0.04% | – |
New | WARNER BROS DISCOVERY INC | $39,048 | – | 4,119 | +100.0% | 0.03% | – | |
New | CONSTELLATION ENERGY CORP | $38,881 | – | 451 | +100.0% | 0.03% | – | |
SDY | New | SPDR SER TRs&p divid etf | $38,576 | – | 308 | +100.0% | 0.03% | – |
New | DIREXION SHS ETF TRdly semicndtr br | $37,890 | – | 959 | +100.0% | 0.03% | – | |
CMCSA | New | COMCAST CORP NEWcl a | $37,199 | – | 1,064 | +100.0% | 0.03% | – |
VOO | New | VANGUARD INDEX FDS S&P 500 ETF | $35,956 | – | 102 | +100.0% | 0.03% | – |
NBIX | New | NEUROCRINE BIOSCIENCES INC | $35,832 | – | 300 | +100.0% | 0.03% | – |
TSLA | New | TESLA INC | $33,259 | – | 270 | +100.0% | 0.03% | – |
SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $29,348 | – | 389 | +100.0% | 0.02% | – |
MMM | New | 3M CO | $29,445 | – | 246 | +100.0% | 0.02% | – |
GDXJ | New | VANECK ETF TRUSTjunior gold mine | $28,662 | – | 804 | +100.0% | 0.02% | – |
UPS | New | UNITED PARCEL SERVICE INCcl b | $28,208 | – | 162 | +100.0% | 0.02% | – |
ADX | New | ADAMS DIVERSIFIED EQUITY FD | $27,776 | – | 1,910 | +100.0% | 0.02% | – |
SPHD | New | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $27,394 | – | 625 | +100.0% | 0.02% | – |
NTRS | New | NORTHERN TR CORP | $26,547 | – | 300 | +100.0% | 0.02% | – |
MCD | New | MCDONALDS CORP | $26,353 | – | 100 | +100.0% | 0.02% | – |
BA | New | BOEING CO | $26,669 | – | 140 | +100.0% | 0.02% | – |
ES | New | EVERSOURCE ENERGY | $25,655 | – | 306 | +100.0% | 0.02% | – |
SBUX | New | STARBUCKS CORP | $24,800 | – | 250 | +100.0% | 0.02% | – |
ISD | New | PGIM HIGH YIELD BOND FUND IN | $23,740 | – | 2,000 | +100.0% | 0.02% | – |
ETB | New | EATON VANCE TAX MNGED BUY WR | $23,670 | – | 1,800 | +100.0% | 0.02% | – |
ADBE | New | ADOBE SYSTEMS INCORPORATED | $23,557 | – | 70 | +100.0% | 0.02% | – |
DE | New | DEERE & CO | $24,439 | – | 57 | +100.0% | 0.02% | – |
WBA | New | WALGREENS BOOTS ALLIANCE INC | $23,467 | – | 628 | +100.0% | 0.02% | – |
JRI | New | NUVEEN REAL ASSET INCOME & G | $23,400 | – | 2,000 | +100.0% | 0.02% | – |
AMZN | New | AMAZON COM INC | $22,764 | – | 271 | +100.0% | 0.02% | – |
GSG | New | ISHARES S&P GSCI COMMODITY-unit ben int | $21,230 | – | 1,000 | +100.0% | 0.02% | – |
OLED | New | UNIVERSAL DISPLAY CORP | $21,608 | – | 200 | +100.0% | 0.02% | – |
RS | New | RELIANCE STEEL & ALUMINUM CO | $20,244 | – | 100 | +100.0% | 0.02% | – |
C | New | CITIGROUP INC | $20,354 | – | 450 | +100.0% | 0.02% | – |
BGR | New | BLACKROCK ENERGY & RES TR | $18,795 | – | 1,500 | +100.0% | 0.02% | – |
PHO | New | INVESCO EXCHANGE TRADED FD Twater res etf | $19,843 | – | 385 | +100.0% | 0.02% | – |
USMV | New | ISHARES TRmsci usa min vp; | $18,025 | – | 250 | +100.0% | 0.02% | – |
ACN | New | ACCENTURE PLC IRELAND | $17,611 | – | 66 | +100.0% | 0.02% | – |
DEF | New | INVESCO EXCH TRD SLF IDX FDdefensive eqty | $18,289 | – | 275 | +100.0% | 0.02% | – |
CDC | New | VICTORY PORTFOLIOS II | $18,621 | – | 300 | +100.0% | 0.02% | – |
FHLC | New | FIDELITY COVINGTON TRUSTmsci hlth care i | $17,594 | – | 275 | +100.0% | 0.02% | – |
SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $18,060 | – | 400 | +100.0% | 0.02% | – |
GPC | New | GENUINE PARTS CO | $17,351 | – | 100 | +100.0% | 0.01% | – |
IGD | New | VOYA GLBL EQTY DIV & PREM OP | $17,312 | – | 3,200 | +100.0% | 0.01% | – |
QQQ | New | INVESCO QQQ TRunit ser 1 | $15,711 | – | 59 | +100.0% | 0.01% | – |
HQH | New | TEKLA HEALTHCARE INVSsh ben int | $15,840 | – | 880 | +100.0% | 0.01% | – |
EAD | New | ALLSPRING INCOME OPPORTUNITinc oppty fd | $15,975 | – | 2,500 | +100.0% | 0.01% | – |
BDJ | New | BLACKROCK ENHANCED EQUITY DI | $15,317 | – | 1,700 | +100.0% | 0.01% | – |
PRU | New | PRUDENTIAL FINL INC | $15,747 | – | 158 | +100.0% | 0.01% | – |
GWW | New | GRAINGER W W INC | $13,906 | – | 25 | +100.0% | 0.01% | – |
AMAT | New | APPLIED MATLS INC | $14,607 | – | 150 | +100.0% | 0.01% | – |
ADM | New | ARCHER DANIELS MIDLAND CO | $14,206 | – | 153 | +100.0% | 0.01% | – |
WTRG | New | ESSENTIAL UTILS INC | $13,603 | – | 285 | +100.0% | 0.01% | – |
MDT | New | MEDTRONIC PLC | $12,902 | – | 166 | +100.0% | 0.01% | – |
TD | New | TORONTO DOMINION BK ONT | $12,952 | – | 200 | +100.0% | 0.01% | – |
ELS | New | EQUITY LIFESTYLE PPTYS INC | $13,049 | – | 202 | +100.0% | 0.01% | – |
EQIX | New | EQUINIX INC | $13,101 | – | 20 | +100.0% | 0.01% | – |
SYY | New | SYSCO CORP | $13,837 | – | 181 | +100.0% | 0.01% | – |
PKG | New | PACKAGING CORP AMER | $12,791 | – | 100 | +100.0% | 0.01% | – |
SO | New | SOUTHERN CO | $13,568 | – | 190 | +100.0% | 0.01% | – |
DOV | New | DOVER CORP | $13,541 | – | 100 | +100.0% | 0.01% | – |
KMB | New | KIMBERLY-CLARK CORP | $13,711 | – | 101 | +100.0% | 0.01% | – |
ABNB | New | AIRBNB INC | $12,825 | – | 150 | +100.0% | 0.01% | – |
SYK | New | STRYKER CORPORATION | $12,224 | – | 50 | +100.0% | 0.01% | – |
OTEX | New | OPEN TEXT CORP | $11,856 | – | 400 | +100.0% | 0.01% | – |
CVS | New | CVS HEALTH CORP | $12,388 | – | 133 | +100.0% | 0.01% | – |
QCOM | New | QUALCOMM INC | $11,983 | – | 109 | +100.0% | 0.01% | – |
TIP | New | ISHARES TRtips bd etf | $11,557 | – | 109 | +100.0% | 0.01% | – |
SDOW | New | PROSHARES TRultrashrt dow 30 | $11,885 | – | 441 | +100.0% | 0.01% | – |
VTWO | New | VANGUARD SCOTTSDALE FDSvng rus2000idx | $10,556 | – | 150 | +100.0% | 0.01% | – |
HQL | New | TEKLA LIFE SCIENCES INVSsh ben int | $11,368 | – | 800 | +100.0% | 0.01% | – |
New | DIREXION SHS ETF TRdl ftse bull 3x | $11,453 | – | 248 | +100.0% | 0.01% | – | |
New | PORTILLOS INC | $11,424 | – | 700 | +100.0% | 0.01% | – | |
JBSS | New | SANFILIPPO JOHN B & SON INC | $10,409 | – | 128 | +100.0% | 0.01% | – |
EMR | New | EMERSON ELEC CO | $10,278 | – | 107 | +100.0% | 0.01% | – |
FCPT | New | FOUR CORNERS PPTY TR INC | $10,735 | – | 414 | +100.0% | 0.01% | – |
BYD | New | BOYD GAMING CORP | $10,906 | – | 200 | +100.0% | 0.01% | – |
SCHP | New | SCHWAB STRATEGIC TRus tips etf | $10,047 | – | 194 | +100.0% | 0.01% | – |
LOW | New | LOWES COS INC | $9,962 | – | 50 | +100.0% | 0.01% | – |
BG | New | BUNGE LIMITED | $9,977 | – | 100 | +100.0% | 0.01% | – |
RGEN | New | REPLIGEN CORP | $9,312 | – | 55 | +100.0% | 0.01% | – |
WY | New | WEYERHAEUSER CO MTN BE | $9,300 | – | 300 | +100.0% | 0.01% | – |
DTE | New | DTE ENERGY CO | $10,108 | – | 86 | +100.0% | 0.01% | – |
New | RUMBLE INC | $9,520 | – | 1,600 | +100.0% | 0.01% | – | |
MDLZ | New | MONDELEZ INTL INCcl a | $9,131 | – | 137 | +100.0% | 0.01% | – |
CRM | New | SALESFORCE INC | $9,944 | – | 75 | +100.0% | 0.01% | – |
TITN | New | TITAN MACHY INC | $7,946 | – | 200 | +100.0% | 0.01% | – |
New | BROOKFIELD CORPcl a ltd vt sh | $8,683 | – | 276 | +100.0% | 0.01% | – | |
SPGI | New | S&P GLOBAL INC | $8,374 | – | 25 | +100.0% | 0.01% | – |
HRB | New | BLOCK H & R INC | $8,288 | – | 227 | +100.0% | 0.01% | – |
WHR | New | WHIRLPOOL CORP | $8,777 | – | 62 | +100.0% | 0.01% | – |
ALB | New | ALBEMARLE CORP | $7,860 | – | 36 | +100.0% | 0.01% | – |
AKAM | New | AKAMAI TECHNOLOGIES INC | $8,430 | – | 100 | +100.0% | 0.01% | – |
BBY | New | BEST BUY INC | $8,021 | – | 100 | +100.0% | 0.01% | – |
IYR | New | ISHARES TRu.s. real es etf | $8,773 | – | 104 | +100.0% | 0.01% | – |
XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $8,812 | – | 125 | +100.0% | 0.01% | – |
TER | New | TERADYNE INC | $8,735 | – | 100 | +100.0% | 0.01% | – |
DIS | New | DISNEY WALT CO | $8,688 | – | 100 | +100.0% | 0.01% | – |
DVN | New | DEVON ENERGY CORP NEW | $6,835 | – | 111 | +100.0% | 0.01% | – |
SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $7,394 | – | 112 | +100.0% | 0.01% | – |
LNT | New | ALLIANT ENERGY CORP | $7,509 | – | 136 | +100.0% | 0.01% | – |
NTR | New | NUTRIEN LTD | $7,303 | – | 100 | +100.0% | 0.01% | – |
JBL | New | JABIL INC | $6,820 | – | 100 | +100.0% | 0.01% | – |
WPC | New | WP CAREY INC | $7,815 | – | 100 | +100.0% | 0.01% | – |
FCX | New | FREEPORT-MCMORAN INCcl b | $7,600 | – | 200 | +100.0% | 0.01% | – |
ULTA | New | ULTA BEAUTY INC | $7,036 | – | 15 | +100.0% | 0.01% | – |
LAC | New | LITHIUM AMERS CORP NEW | $7,182 | – | 379 | +100.0% | 0.01% | – |
PLW | New | INVESCO EXCH TRADED FD TR II1 30 lader tre | $6,694 | – | 233 | +100.0% | 0.01% | – |
WELL | New | WELLTOWER INC | $6,883 | – | 105 | +100.0% | 0.01% | – |
RIO | New | RIO TINTO PLCsponsored adr | $7,120 | – | 100 | +100.0% | 0.01% | – |
VALE | New | VALE S Asponsored ads | $6,788 | – | 400 | +100.0% | 0.01% | – |
O | New | REALTY INCOME CORP | $7,802 | – | 123 | +100.0% | 0.01% | – |
IEF | New | ISHARES TR7-10 yr trsy bd | $7,279 | – | 76 | +100.0% | 0.01% | – |
PFE | New | PFIZER INC | $5,603 | – | 109 | +100.0% | 0.01% | – |
XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $5,591 | – | 75 | +100.0% | 0.01% | – |
SCHC | New | SCHWAB STRATEGIC TRintl sceqt etf | $6,294 | – | 200 | +100.0% | 0.01% | – |
New | HF SINCLAIR CORP | $6,486 | – | 125 | +100.0% | 0.01% | – | |
PEAK | New | HEALTHPEAK PROPERTIES INC | $6,493 | – | 259 | +100.0% | 0.01% | – |
PCF | New | HIGH INCOME SECS FD | $6,500 | – | 1,000 | +100.0% | 0.01% | – |
CAT | New | CATERPILLAR INC | $5,989 | – | 25 | +100.0% | 0.01% | – |
ETSY | New | ETSY INC | $5,989 | – | 50 | +100.0% | 0.01% | – |
CF | New | CF INDS HLDGS INC | $5,964 | – | 70 | +100.0% | 0.01% | – |
VYMI | New | VANGUARD WHITEHALL FDSintl high etf | $5,957 | – | 100 | +100.0% | 0.01% | – |
TGNA | New | TEGNA INC | $6,357 | – | 300 | +100.0% | 0.01% | – |
F | New | FORD MTR CO DEL | $6,117 | – | 526 | +100.0% | 0.01% | – |
NEE | New | NEXTERA ENERGY INC | $5,601 | – | 67 | +100.0% | 0.01% | – |
SYF | New | SYNCHRONY FINANCIAL | $6,572 | – | 200 | +100.0% | 0.01% | – |
PPL | New | PPL CORP | $5,844 | – | 200 | +100.0% | 0.01% | – |
DDOG | New | DATADOG INC | $5,880 | – | 80 | +100.0% | 0.01% | – |
MELI | New | MERCADOLIBRE INC | $5,077 | – | 6 | +100.0% | 0.00% | – |
INSW | New | INTERNATIONAL SEAWAYS INC | $4,813 | – | 130 | +100.0% | 0.00% | – |
FB | New | META PLATFORMS INCcl a | $4,573 | – | 38 | +100.0% | 0.00% | – |
VTV | New | VANGUARD INDEX FDSvalue etf | $5,194 | – | 37 | +100.0% | 0.00% | – |
SCHH | New | SCHWAB STRATEGIC TRus reit etf | $5,093 | – | 264 | +100.0% | 0.00% | – |
PFXF | New | VANECK ETF TRUSTpreferred securt | $5,013 | – | 300 | +100.0% | 0.00% | – |
QQEW | New | FIRST TR NAS100 EQ WEIGHTED | $4,439 | – | 50 | +100.0% | 0.00% | – |
KMI | New | KINDER MORGAN INC DE; | $5,424 | – | 300 | +100.0% | 0.00% | – |
EBF | New | ENNIS INC | $4,432 | – | 200 | +100.0% | 0.00% | – |
BIP | New | BROOKFIELD INFRAST PARTNERSlp int unit | $4,679 | – | 151 | +100.0% | 0.00% | – |
IYK | New | ISHARES TRus consm staples | $5,070 | – | 25 | +100.0% | 0.00% | – |
XLE | New | SELECT SECTOR SPDR TRenergy | $4,374 | – | 50 | +100.0% | 0.00% | – |
SQ | New | BLOCK INCcl a | $4,964 | – | 79 | +100.0% | 0.00% | – |
INTC | New | INTEL CORP | $5,286 | – | 200 | +100.0% | 0.00% | – |
VRTX | New | VERTEX PHARMACEUTICALS INC | $4,332 | – | 15 | +100.0% | 0.00% | – |
SNX | New | TD SYNNEX CORPORATION | $4,750 | – | 50 | +100.0% | 0.00% | – |
New | GENERAL ELECTRIC CO | $5,111 | – | 61 | +100.0% | 0.00% | – | |
COP | New | CONOCOPHILLIPS | $4,720 | – | 40 | +100.0% | 0.00% | – |
EQC | New | EQUITY COMWLTH | $4,994 | – | 200 | +100.0% | 0.00% | – |
OXY | New | OCCIDENTAL PETE CORP | $4,409 | – | 70 | +100.0% | 0.00% | – |
DLR | New | DIGITAL RLTY TR INC | $4,813 | – | 48 | +100.0% | 0.00% | – |
CRON | New | CRONOS GROUP INC | $4,849 | – | 1,909 | +100.0% | 0.00% | – |
SCHW | New | SCHWAB CHARLES CORP | $4,347 | – | 52 | +100.0% | 0.00% | – |
UHT | New | UNIVERSAL HEALTH RLTY INCOMEsh ben int | $4,773 | – | 100 | +100.0% | 0.00% | – |
SSRM | New | SSR MNG INC | $4,544 | – | 290 | +100.0% | 0.00% | – |
BSX | New | BOSTON SCIENTIFIC CORP | $4,627 | – | 100 | +100.0% | 0.00% | – |
MGPI | New | MGP INGREDIENTS INC NEW | $4,787 | – | 45 | +100.0% | 0.00% | – |
GUSH | New | DIREXION SHS ETF TRoil gas bl 2x sh | $4,946 | – | 34 | +100.0% | 0.00% | – |
MPC | New | MARATHON PETE CORP | $4,656 | – | 40 | +100.0% | 0.00% | – |
LITE | New | LUMENTUM HLDGS INC | $5,217 | – | 100 | +100.0% | 0.00% | – |
LTHM | New | LIVENT CORP | $5,285 | – | 266 | +100.0% | 0.00% | – |
PWR | New | QUANTA SVCS INC | $3,562 | – | 25 | +100.0% | 0.00% | – |
ENPH | New | ENPHASE ENERGY INC | $3,974 | – | 15 | +100.0% | 0.00% | – |
EPD | New | ENTERPRISE PRODS PARTNERS L | $3,850 | – | 160 | +100.0% | 0.00% | – |
PLOW | New | DOUGLAS DYNAMICS INC | $3,616 | – | 100 | +100.0% | 0.00% | – |
CEIX | New | CONSOL ENERGY INC NEW | $3,575 | – | 55 | +100.0% | 0.00% | – |
TWNK | New | HOSTESS BRANDS INCcl a | $3,366 | – | 150 | +100.0% | 0.00% | – |
New | COHERENT CORP | $3,510 | – | 100 | +100.0% | 0.00% | – | |
SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $3,835 | – | 84 | +100.0% | 0.00% | – |
KMX | New | CARMAX INC | $3,775 | – | 62 | +100.0% | 0.00% | – |
JEPI | New | J P MORGAN EXCHANGE TRADED Fequity premium | $4,162 | – | 76 | +100.0% | 0.00% | – |
JNPR | New | JUNIPER NETWORKS INC | $3,196 | – | 100 | +100.0% | 0.00% | – |
LEG | New | LEGGETT & PLATT INC | $3,642 | – | 113 | +100.0% | 0.00% | – |
TNK | New | TEEKAY TANKERS LTDcl a | $3,081 | – | 100 | +100.0% | 0.00% | – |
MTB | New | M & T BK CORP | $3,336 | – | 23 | +100.0% | 0.00% | – |
MRC | New | MRC GLOBAL INC | $3,474 | – | 300 | +100.0% | 0.00% | – |
BWA | New | BORGWARNER INC | $4,025 | – | 100 | +100.0% | 0.00% | – |
TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $3,724 | – | 50 | +100.0% | 0.00% | – |
NYCB | New | NEW YORK CMNTY BANCORP INC | $3,556 | – | 414 | +100.0% | 0.00% | – |
NWL | New | NEWELL BRANDS INC | $3,270 | – | 250 | +100.0% | 0.00% | – |
UEC | New | URANIUM ENERGY CORP | $3,104 | – | 800 | +100.0% | 0.00% | – |
GOLD | New | BARRICK GOLD CORP | $3,642 | – | 212 | +100.0% | 0.00% | – |
ON | New | ON SEMICONDUCTOR CORP | $3,118 | – | 50 | +100.0% | 0.00% | – |
PBF | New | PBF ENERGY INCcl a | $4,078 | – | 100 | +100.0% | 0.00% | – |
SWK | New | STANLEY BLACK & DECKER INC | $4,207 | – | 56 | +100.0% | 0.00% | – |
SAVE | New | SPIRIT AIRLS INC | $3,234 | – | 166 | +100.0% | 0.00% | – |
ET | New | ENERGY TRANSFER L P | $3,419 | – | 288 | +100.0% | 0.00% | – |
ENB | New | ENBRIDGE INC | $3,910 | – | 100 | +100.0% | 0.00% | – |
VFC | New | V F CORP | $2,347 | – | 85 | +100.0% | 0.00% | – |
AMKR | New | AMKOR TECHNOLOGY INC | $1,990 | – | 83 | +100.0% | 0.00% | – |
BGS | New | B & G FOODS INC NEW | $2,955 | – | 265 | +100.0% | 0.00% | – |
BZH | New | BEAZER HOMES USA INC | $2,552 | – | 200 | +100.0% | 0.00% | – |
New | BROOKFIELD ASSET MANAGMT LTD | $1,950 | – | 68 | +100.0% | 0.00% | – | |
UAN | New | CVR PARTNERS LP | $2,518 | – | 25 | +100.0% | 0.00% | – |
CGC | New | CANOPY GROWTH CORP | $2,553 | – | 1,105 | +100.0% | 0.00% | – |
CCL | New | CARNIVAL CORP | $1,918 | – | 238 | +100.0% | 0.00% | – |
LNG | New | CHENIERE ENERGY INC | $2,999 | – | 20 | +100.0% | 0.00% | – |
CMG | New | CHIPOTLE MEXICAN GRILL INC | $2,775 | – | 2 | +100.0% | 0.00% | – |
DTM | New | DT MIDSTREAM INC | $2,376 | – | 43 | +100.0% | 0.00% | – |
DOW | New | DOW INC | $1,879 | – | 37 | +100.0% | 0.00% | – |
EHC | New | ENCOMPASS HEALTH CORP | $2,990 | – | 50 | +100.0% | 0.00% | – |
GM | New | GENERAL MTRS CO | $2,187 | – | 65 | +100.0% | 0.00% | – |
HES | New | HESS CORP | $2,836 | – | 20 | +100.0% | 0.00% | – |
HMC | New | HONDA MOTOR LTD | $2,286 | – | 100 | +100.0% | 0.00% | – |
IVV | New | ISHARES TRcore s&p500 etf | $1,921 | – | 5 | +100.0% | 0.00% | – |
KHC | New | KRAFT HEINZ CO | $1,954 | – | 48 | +100.0% | 0.00% | – |
New | KYNDRYL HLDGS INC | $2,224 | – | 200 | +100.0% | 0.00% | – | |
LLY | New | LILLY ELI & CO | $2,561 | – | 7 | +100.0% | 0.00% | – |
LEV | New | THE LION ELECTRIC COMPANY | $2,240 | – | 1,000 | +100.0% | 0.00% | – |
MCK | New | MCKESSON CORP | $3,001 | – | 8 | +100.0% | 0.00% | – |
MRK | New | MERCK & CO INC | $2,219 | – | 20 | +100.0% | 0.00% | – |
NOC | New | NORTHROP GRUMMAN CORP | $2,728 | – | 5 | +100.0% | 0.00% | – |
NUVA | New | NUVASIVE INC | $2,062 | – | 50 | +100.0% | 0.00% | – |
PYPL | New | PAYPAL HLDGS INC | $1,852 | – | 26 | +100.0% | 0.00% | – |
PINS | New | PINTEREST INCcl a | $2,307 | – | 95 | +100.0% | 0.00% | – |
New | PROSHARES TRbitcoin strate | $1,825 | – | 175 | +100.0% | 0.00% | – | |
QRVO | New | QORVO INC | $2,266 | – | 25 | +100.0% | 0.00% | – |
STEM | New | STEM INC | $2,682 | – | 300 | +100.0% | 0.00% | – |
SYNA | New | SYNAPTICS INC | $2,379 | – | 25 | +100.0% | 0.00% | – |
UBER | New | UBER TECHNOLOGIES INC | $2,968 | – | 120 | +100.0% | 0.00% | – |
STNG | New | SCORPIO TANKERS INC | $2,688 | – | 50 | +100.0% | 0.00% | – |
SPLK | New | SPLUNK INC | $1,205 | – | 14 | +100.0% | 0.00% | – |
SOFI | New | SOFI TECHNOLOGIES INC | $1,383 | – | 300 | +100.0% | 0.00% | – |
CCI | New | CROWN CASTLE INC | $1,356 | – | 10 | +100.0% | 0.00% | – |
CLNE | New | CLEAN ENERGY FUELS CORP | $629 | – | 121 | +100.0% | 0.00% | – |
CEVA | New | CEVA INC | $1,279 | – | 50 | +100.0% | 0.00% | – |
CX | New | CEMEX SAB DE CVspon adr new | $1,215 | – | 300 | +100.0% | 0.00% | – |
CPRX | New | CATALYST PHARMACEUTICALS INC | $930 | – | 50 | +100.0% | 0.00% | – |
BHP | New | BHP GROUP LTDsponsored ads | $1,730 | – | 28 | +100.0% | 0.00% | – |
BAC | New | BANK AMERICA CORP | $1,611 | – | 49 | +100.0% | 0.00% | – |
JAZZ | New | JAZZ PHARMACEUTICALS PLC | $1,593 | – | 10 | +100.0% | 0.00% | – |
LIN | New | LINDE PLC | $1,631 | – | 5 | +100.0% | 0.00% | – |
BIDU | New | BAIDU INCspon adr rep a | $1,373 | – | 12 | +100.0% | 0.00% | – |
TGH | New | TEXTAINER GROUP HOLDINGS LTD | $1,240 | – | 40 | +100.0% | 0.00% | – |
ACB | New | AURORA CANNABIS INC | $720 | – | 780 | +100.0% | 0.00% | – |
AUPH | New | AURINIA PHARMACEUTICALS INC | $648 | – | 150 | +100.0% | 0.00% | – |
SXC | New | SUNCOKE ENERGY INC | $915 | – | 106 | +100.0% | 0.00% | – |
New | RIVIAN AUTOMOTIVE INC | $1,014 | – | 55 | +100.0% | 0.00% | – | |
PLL | New | PIEDMONT LITHIUM INC | $1,497 | – | 34 | +100.0% | 0.00% | – |
DNOW | New | NOW INC | $952 | – | 75 | +100.0% | 0.00% | – |
NGG | New | NATIONAL GRID PLCsponsored adr ne | $1,508 | – | 25 | +100.0% | 0.00% | – |
NIO | New | NIO INCspon ads | $1,755 | – | 180 | +100.0% | 0.00% | – |
New | MULLEN AUTOMOTIVE INC | $1,430 | – | 5,000 | +100.0% | 0.00% | – | |
MGM | New | MGM RESORTS INTERNATIONAL | $1,140 | – | 34 | +100.0% | 0.00% | – |
REMX | New | VANECK ETF TRUSTrare earth/strtg | $685 | – | 9 | +100.0% | 0.00% | – |
KULR | New | KULR TECHNOLOGY GROUP INC | $888 | – | 740 | +100.0% | 0.00% | – |
KOS | New | KOSMOS ENERGY LTD | $1,272 | – | 200 | +100.0% | 0.00% | – |
JBLU | New | JETBLUE AWYS CORP | $648 | – | 100 | +100.0% | 0.00% | – |
INSG | New | INSEEGO CORP | $779 | – | 925 | +100.0% | 0.00% | – |
New | HEALTHCARE RLTY TR | $1,041 | – | 54 | +100.0% | 0.00% | – | |
GORO | New | GOLD RESOURCE CORP | $1,013 | – | 662 | +100.0% | 0.00% | – |
AG | New | FIRST MAJESTIC SILVER CORP | $992 | – | 119 | +100.0% | 0.00% | – |
FCPI | New | FIDELITY COVINGTON TRUSTstock for infl | $1,548 | – | 50 | +100.0% | 0.00% | – |
DLTR | New | DOLLAR TREE INC | $707 | – | 5 | +100.0% | 0.00% | – |
DOCU | New | DOCUSIGN INC | $1,386 | – | 25 | +100.0% | 0.00% | – |
DTEA | New | DAVIDSTEA INC | $237 | – | 300 | +100.0% | 0.00% | – |
SPY | New | SPDR S&P 500 ETF TRtr unit | $389 | – | 1 | +100.0% | 0.00% | – |
NAT | New | NORDIC AMERICAN TANKERS LIMI | $441 | – | 144 | +100.0% | 0.00% | – |
New | SNDL INC | $531 | – | 254 | +100.0% | 0.00% | – | |
LWAY | New | LIFEWAY FOODS INC | $555 | – | 100 | +100.0% | 0.00% | – |
PRLB | New | PROTO LABS INC | $434 | – | 17 | +100.0% | 0.00% | – |
CTRM | New | CASTOR MARITIME INC | $224 | – | 200 | +100.0% | 0.00% | – |
New | ORGANIGRAM HLDGS INC | $320 | – | 400 | +100.0% | 0.00% | – | |
TLRY | New | TILRAY BRANDS INC | $223 | – | 83 | +100.0% | 0.00% | – |
AMC | New | AMC ENTMT HLDGS INC | $326 | – | 80 | +100.0% | 0.00% | – |
KTB | New | KONTOOR BRANDS INC | $480 | – | 12 | +100.0% | 0.00% | – |
MJ | New | ETF MANAGERS TRetfmg altr hrvst | $340 | – | 80 | +100.0% | 0.00% | – |
SPXS | Exit | DIREXION SHS ETF TRdly s&p500 br 3x | $0 | – | -15,741 | -100.0% | -0.35% | – |
Exit | PROSHARES 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
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.