$127 Million is the total value of PIERSHALE FINANCIAL GROUP, INC.'s 297 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 11.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $117,670,911 | +5.5% | 1,281,539 | +5.1% | 92.75% | +0.3% |
| AAPL | Buy | APPLE INC | $1,499,971 | +111.4% | 9,096 | +66.6% | 1.18% | +101.0% |
| HD | Buy | HOME DEPOT INC | $688,866 | -5.9% | 2,334 | +0.7% | 0.54% | -10.5% |
| ABT | Buy | ABBOTT LABS | $516,742 | -4.7% | 5,103 | +3.4% | 0.41% | -9.4% |
| GIS | Buy | GENERAL MLS INC | $466,802 | +2.6% | 5,462 | +0.7% | 0.37% | -2.4% |
| T | Buy | AT&T INC | $331,132 | +5.3% | 17,202 | +0.7% | 0.26% | 0.0% |
| CSCO | CISCO SYS INC | $282,514 | +9.7% | 5,404 | 0.0% | 0.22% | +4.7% | |
| MSFT | MICROSOFT CORP | $274,462 | +20.2% | 952 | 0.0% | 0.22% | +14.3% | |
| NVDA | Buy | NVIDIA CORPORATION | $267,770 | +94.1% | 964 | +2.1% | 0.21% | +85.1% |
| PG | Buy | PROCTER AND GAMBLE CO | $236,306 | -1.5% | 1,589 | +0.4% | 0.19% | -6.5% |
| PEP | Buy | PEPSICO INC | $223,533 | +1.3% | 1,226 | +0.3% | 0.18% | -3.8% |
| DRI | Buy | DARDEN RESTAURANTS INC | $172,019 | +13.1% | 1,109 | +0.8% | 0.14% | +7.9% |
| WMT | Buy | WALMART INC | $164,811 | +4.2% | 1,118 | +0.2% | 0.13% | -0.8% |
| ABBV | Buy | ABBVIE INC | $154,057 | -0.9% | 967 | +0.5% | 0.12% | -6.2% |
| IBM | INTERNATIONAL BUSINESS MACHS | $137,644 | -7.0% | 1,050 | 0.0% | 0.11% | -12.2% | |
| GOOG | ALPHABET INCcap stk cl c | $126,880 | +17.2% | 1,220 | 0.0% | 0.10% | +11.1% | |
| YUM | Buy | YUM BRANDS INC | $116,165 | +3.6% | 880 | +0.6% | 0.09% | -1.1% |
| USB | US BANCORP DEL | $111,250 | -17.3% | 3,086 | 0.0% | 0.09% | -21.4% | |
| GOOGL | ALPHABET INCcap stk cl a | $109,954 | +17.6% | 1,060 | 0.0% | 0.09% | +11.5% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $104,770 | +4.4% | 2,694 | +5.8% | 0.08% | 0.0% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $74,643 | +30.1% | 633 | +0.6% | 0.06% | +22.9% |
| Buy | DIREXION SHS ETF TRdly semicndtr br | $70,785 | +86.8% | 4,348 | +353.4% | 0.06% | +80.6% | |
| CVX | CHEVRON CORP NEW | $65,264 | -9.1% | 400 | 0.0% | 0.05% | -15.0% | |
| ITW | ILLINOIS TOOL WKS INC | $63,297 | +10.5% | 260 | 0.0% | 0.05% | +6.4% | |
| AVK | Buy | ADVENT CONV & INCOME FD | $62,822 | +8.3% | 5,434 | +2.1% | 0.05% | +4.2% |
| MSI | MOTOROLA SOLUTIONS INC | $62,765 | +11.4% | 219 | 0.0% | 0.05% | +4.3% | |
| Sell | WARNER BROS DISCOVERY INC | $61,472 | +57.4% | 4,071 | -1.2% | 0.05% | +50.0% | |
| ABR | Buy | ARBOR REALTY TRUST INC | $60,936 | -10.0% | 5,303 | +3.3% | 0.05% | -14.3% |
| EXC | EXELON CORP | $56,830 | -3.1% | 1,357 | 0.0% | 0.04% | -8.2% | |
| TTEK | TETRA TECH INC NEW | $55,826 | +1.2% | 380 | 0.0% | 0.04% | -4.3% | |
| TSLA | TESLA INC | $56,014 | +68.4% | 270 | 0.0% | 0.04% | +57.1% | |
| DPZ | Buy | DOMINOS PIZZA INC | $54,443 | -4.1% | 165 | +0.6% | 0.04% | -8.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $53,749 | -12.0% | 347 | +0.3% | 0.04% | -17.6% |
| YUMC | Buy | YUM CHINA HLDGS INC | $52,553 | +16.2% | 829 | +0.2% | 0.04% | +10.8% |
| XOM | Buy | EXXON MOBIL CORP | $51,140 | +0.1% | 466 | +0.6% | 0.04% | -4.8% |
| COST | COSTCO WHSL CORP NEW | $49,687 | +8.8% | 100 | 0.0% | 0.04% | +2.6% | |
| OKE | Buy | ONEOK INC NEW | $46,656 | -2.2% | 734 | +1.1% | 0.04% | -7.5% |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $44,546 | – | 3,312 | +100.0% | 0.04% | – |
| CMCSA | Buy | COMCAST CORP NEWcl a | $40,391 | +8.6% | 1,065 | +0.1% | 0.03% | +3.2% |
| SDY | Buy | SPDR SER TRs&p divid etf | $38,299 | -0.7% | 310 | +0.6% | 0.03% | -6.2% |
| VOO | Buy | VANGUARD INDEX FDS | $38,641 | +7.5% | 103 | +1.0% | 0.03% | 0.0% |
| GDX | Sell | VANECK ETF TRUSTgold miners etf | $36,484 | -26.8% | 1,128 | -35.1% | 0.03% | -29.3% |
| Sell | CONSTELLATION ENERGY CORP | $32,813 | -15.6% | 418 | -7.3% | 0.03% | -18.8% | |
| GDXJ | VANECK ETF TRUSTjunior gold mine | $31,757 | +10.8% | 804 | 0.0% | 0.02% | +4.2% | |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $31,761 | +12.6% | 164 | +1.2% | 0.02% | +8.7% |
| OLED | UNIVERSAL DISPLAY CORP | $31,026 | +43.6% | 200 | 0.0% | 0.02% | +33.3% | |
| NBIX | NEUROCRINE BIOSCIENCES INC | $30,366 | -15.3% | 300 | 0.0% | 0.02% | -20.0% | |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $30,877 | – | 100 | +100.0% | 0.02% | – |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $28,630 | -2.4% | 391 | +0.5% | 0.02% | -4.2% |
| BA | BOEING CO | $29,740 | +11.5% | 140 | 0.0% | 0.02% | +4.5% | |
| ADX | Buy | ADAMS DIVERSIFIED EQUITY FD | $29,764 | +7.2% | 1,914 | +0.2% | 0.02% | 0.0% |
| AMZN | Buy | AMAZON COM INC | $28,508 | +25.2% | 276 | +1.8% | 0.02% | +15.8% |
| MCD | MCDONALDS CORP | $27,961 | +6.1% | 100 | 0.0% | 0.02% | 0.0% | |
| SBUX | STARBUCKS CORP | $26,032 | +5.0% | 250 | 0.0% | 0.02% | 0.0% | |
| MMM | Buy | 3M CO | $26,107 | -11.3% | 248 | +0.8% | 0.02% | -12.5% |
| ADBE | ADOBE SYSTEMS INCORPORATED | $26,976 | +14.5% | 70 | 0.0% | 0.02% | +5.0% | |
| NTRS | NORTHERN TR CORP | $26,439 | -0.4% | 300 | 0.0% | 0.02% | -4.5% | |
| SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $26,381 | -3.7% | 625 | 0.0% | 0.02% | -8.7% | |
| RS | Buy | RELIANCE STEEL & ALUMINUM CO | $25,931 | +28.1% | 101 | +1.0% | 0.02% | +17.6% |
| ES | EVERSOURCE ENERGY | $23,948 | -6.7% | 306 | 0.0% | 0.02% | -9.5% | |
| JRI | Buy | NUVEEN REAL ASSET INCOME & G | $23,844 | +1.9% | 2,031 | +1.6% | 0.02% | 0.0% |
| ISD | Buy | PGIM HIGH YIELD BOND FUND IN | $24,603 | +3.6% | 2,017 | +0.8% | 0.02% | -5.0% |
| DE | DEERE & CO | $23,534 | -3.7% | 57 | 0.0% | 0.02% | -5.0% | |
| C | CITIGROUP INC | $21,100 | +3.7% | 450 | 0.0% | 0.02% | 0.0% | |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $21,795 | -7.1% | 630 | +0.3% | 0.02% | -10.5% |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $20,540 | +3.5% | 385 | 0.0% | 0.02% | 0.0% | |
| AMAT | APPLIED MATLS INC | $18,424 | +26.1% | 150 | 0.0% | 0.02% | +25.0% | |
| ACN | ACCENTURE PLC IRELAND | $18,863 | +7.1% | 66 | 0.0% | 0.02% | 0.0% | |
| DEF | INVESCO EXCH TRD SLF IDX FDdefensive eqty | $18,506 | +1.2% | 275 | 0.0% | 0.02% | 0.0% | |
| ABNB | AIRBNB INC | $18,660 | +45.5% | 150 | 0.0% | 0.02% | +36.4% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $18,935 | +20.5% | 59 | 0.0% | 0.02% | +15.4% | |
| BGR | Buy | BLACKROCK ENERGY & RES TR | $18,405 | -2.1% | 1,514 | +0.9% | 0.02% | -6.2% |
| RCL | New | ROYAL CARIBBEAN GROUP | $18,545 | – | 284 | +100.0% | 0.02% | – |
| GWW | GRAINGER W W INC | $17,220 | +23.8% | 25 | 0.0% | 0.01% | +16.7% | |
| CDC | VICTORY PORTFOLIOS II | $18,186 | -2.3% | 300 | 0.0% | 0.01% | -6.7% | |
| USMV | ISHARES TRmsci usa min vol | $18,185 | +0.9% | 250 | 0.0% | 0.01% | -6.7% | |
| GPC | GENUINE PARTS CO | $16,731 | -3.6% | 100 | 0.0% | 0.01% | -7.1% | |
| HQH | Buy | TEKLA HEALTHCARE INVSsh ben int | $15,917 | +0.5% | 902 | +2.5% | 0.01% | 0.0% |
| FHLC | FIDELITY CONVINGTON TRUSTmsci hlth care i | $16,904 | -3.9% | 275 | 0.0% | 0.01% | -13.3% | |
| IGD | Buy | VOYA GLBL EQTY DIV & PREM OP | $16,694 | -3.6% | 3,273 | +2.3% | 0.01% | -7.1% |
| BDJ | Buy | BLACKROCK ENHANCED EQUITY DI | $14,782 | -3.5% | 1,721 | +1.2% | 0.01% | -7.7% |
| CRM | SALESFORCE INC | $14,984 | +50.7% | 75 | 0.0% | 0.01% | +50.0% | |
| PORTILLOS INC | $14,959 | +30.9% | 700 | 0.0% | 0.01% | +33.3% | ||
| EAD | ALLSPRING INCOME OPPORTUNITinc oppty fd | $15,825 | -0.9% | 2,500 | 0.0% | 0.01% | -7.7% | |
| OTEX | OPEN TEXT CORP | $15,420 | +30.1% | 400 | 0.0% | 0.01% | +20.0% | |
| ETB | Sell | EATON VANCE TAX MNGED BUY WR | $15,769 | -33.4% | 1,208 | -32.9% | 0.01% | -40.0% |
| DOV | DOVER CORP | $15,194 | +12.2% | 100 | 0.0% | 0.01% | +9.1% | |
| QCOM | QUALCOMM INC | $13,906 | +16.0% | 109 | 0.0% | 0.01% | +10.0% | |
| ELS | EQUITY LIFESTYLE PPTYS INC | $13,560 | +3.9% | 202 | 0.0% | 0.01% | 0.0% | |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $14,511 | -19.7% | 300 | -25.0% | 0.01% | -26.7% |
| KMB | KIMBERLY-CLARK CORP | $13,556 | -1.1% | 101 | 0.0% | 0.01% | 0.0% | |
| PKG | PACKAGING CORP AMER | $13,883 | +8.5% | 100 | 0.0% | 0.01% | 0.0% | |
| SYY | SYSCO CORP | $13,979 | +1.0% | 181 | 0.0% | 0.01% | 0.0% | |
| SYK | STRYKER CORPORATION | $14,274 | +16.8% | 50 | 0.0% | 0.01% | +10.0% | |
| MDT | MEDTRONIC PLC | $13,383 | +3.7% | 166 | 0.0% | 0.01% | 0.0% | |
| PRU | PRUDENTIAL FINL INC | $13,099 | -16.8% | 158 | 0.0% | 0.01% | -23.1% | |
| BYD | BOYD GAMING CORP | $12,824 | +17.6% | 200 | 0.0% | 0.01% | +11.1% | |
| WTRG | ESSENTIAL UTILS INC | $12,440 | -8.5% | 285 | 0.0% | 0.01% | -9.1% | |
| JBSS | SANFILIPPO JOHN B & SON INC | $12,406 | +19.2% | 128 | 0.0% | 0.01% | +11.1% | |
| ADM | ARCHER DANIELS MIDLAND CO | $12,188 | -14.2% | 153 | 0.0% | 0.01% | -16.7% | |
| FCPT | FOUR CORNERS PPTY TR INC | $11,120 | +3.6% | 414 | 0.0% | 0.01% | 0.0% | |
| TD | TORONTO DOMINION BK ONT | $11,980 | -7.5% | 200 | 0.0% | 0.01% | -18.2% | |
| HQL | Buy | TEKLA LIFE SCIENCES INVSsh ben int | $11,417 | +0.4% | 820 | +2.5% | 0.01% | 0.0% |
| VTWO | VANGUARD SCOTTSDALE FDSvng rus2000idx | $10,812 | +2.4% | 150 | 0.0% | 0.01% | 0.0% | |
| IVV | Buy | ISHARES TRcore s&p500 etf | $11,510 | +499.2% | 28 | +460.0% | 0.01% | +350.0% |
| TIP | ISHARES TRtips bd etf | $11,971 | +3.6% | 109 | 0.0% | 0.01% | -10.0% | |
| XSD | New | SPDR SER TRs&p semicndctr | $10,431 | – | 50 | +100.0% | 0.01% | – |
| CVS | Buy | CVS HEALTH CORP | $9,947 | -19.7% | 134 | +0.8% | 0.01% | -20.0% |
| SO | Sell | SOUTHERN CO | $10,437 | -23.1% | 150 | -21.1% | 0.01% | -27.3% |
| MDLZ | MONDELEZ INTL INCcl a | $9,552 | +4.6% | 137 | 0.0% | 0.01% | 0.0% | |
| LOW | LOWES COS INC | $9,998 | +0.4% | 50 | 0.0% | 0.01% | 0.0% | |
| TER | TERADYNE INC | $10,751 | +23.1% | 100 | 0.0% | 0.01% | +14.3% | |
| DIS | DISNEY WALT CO | $10,013 | +15.3% | 100 | 0.0% | 0.01% | +14.3% | |
| BG | BUNGE LIMITED | $9,552 | -4.3% | 100 | 0.0% | 0.01% | 0.0% | |
| TGT | Sell | TARGET CORP | $8,944 | -80.9% | 54 | -82.8% | 0.01% | -82.1% |
| SPGI | S&P GLOBAL INC | $8,619 | +2.9% | 25 | 0.0% | 0.01% | 0.0% | |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $8,792 | -12.5% | 164 | -15.5% | 0.01% | -12.5% |
| WHR | Buy | WHIRLPOOL CORP | $8,303 | -5.4% | 63 | +1.6% | 0.01% | 0.0% |
| LAC | LITHIUM AMERS CORP NEW | $8,247 | +14.8% | 379 | 0.0% | 0.01% | +16.7% | |
| DTE | DTE ENERGY CO | $9,420 | -6.8% | 86 | 0.0% | 0.01% | -12.5% | |
| IYR | Buy | ISHARES TRu.s. real es etf | $8,895 | +1.4% | 105 | +1.0% | 0.01% | 0.0% |
| BROOKFIELD CORPcl a ltd vt sh | $8,995 | +3.6% | 276 | 0.0% | 0.01% | 0.0% | ||
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $8,461 | -4.0% | 125 | 0.0% | 0.01% | 0.0% | |
| WY | WEYERHAEUSER CO MTN BE | $9,039 | -2.8% | 300 | 0.0% | 0.01% | -12.5% | |
| EMR | EMERSON ELEC CO | $9,324 | -9.3% | 107 | 0.0% | 0.01% | -22.2% | |
| HRB | BLOCK H & R INC | $8,002 | -3.5% | 227 | 0.0% | 0.01% | -14.3% | |
| ALB | ALBEMARLE CORP | $8,026 | +2.1% | 36 | 0.0% | 0.01% | -14.3% | |
| AKAM | AKAMAI TECHNOLOGIES INC | $7,830 | -7.1% | 100 | 0.0% | 0.01% | -14.3% | |
| FB | META PLATFORMS INCcl a | $8,054 | +76.1% | 38 | 0.0% | 0.01% | +50.0% | |
| WPC | WP CAREY INC | $7,745 | -0.9% | 100 | 0.0% | 0.01% | 0.0% | |
| FCX | FREEPORT-MCMORAN INCcl b | $8,182 | +7.7% | 200 | 0.0% | 0.01% | 0.0% | |
| LNT | ALLIANT ENERGY CORP | $7,262 | -3.3% | 136 | 0.0% | 0.01% | 0.0% | |
| WELL | WELLTOWER INC | $7,527 | +9.4% | 105 | 0.0% | 0.01% | 0.0% | |
| MELI | MERCADOLIBRE INC | $7,908 | +55.8% | 6 | 0.0% | 0.01% | +50.0% | |
| ULTA | ULTA BEAUTY INC | $8,185 | +16.3% | 15 | 0.0% | 0.01% | 0.0% | |
| NTR | NUTRIEN LTD | $7,385 | +1.1% | 100 | 0.0% | 0.01% | 0.0% | |
| O | REALTY INCOME CORP | $7,788 | -0.2% | 123 | 0.0% | 0.01% | 0.0% | |
| BBY | BEST BUY INC | $7,827 | -2.4% | 100 | 0.0% | 0.01% | -14.3% | |
| SYF | SYNCHRONY FINANCIAL | $5,816 | -11.5% | 200 | 0.0% | 0.01% | 0.0% | |
| F | FORD MTR CO DEL | $6,628 | +8.4% | 526 | 0.0% | 0.01% | 0.0% | |
| GENERAL ELECTRIC CO | $5,832 | +14.1% | 61 | 0.0% | 0.01% | +25.0% | ||
| TITN | TITAN MACHY INC | $6,090 | -23.4% | 200 | 0.0% | 0.01% | -28.6% | |
| SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $6,742 | +7.1% | 200 | 0.0% | 0.01% | 0.0% | |
| SMG | New | SCOTTS MIRACLE-GRO COcl a | $6,974 | – | 100 | +100.0% | 0.01% | – |
| DVN | Buy | DEVON ENERGY CORP NEW | $5,751 | -15.9% | 114 | +2.7% | 0.01% | -16.7% |
| PCF | Buy | HIGH INCOME SECS FD | $6,614 | +1.8% | 1,018 | +1.8% | 0.01% | 0.0% |
| RIO | RIO TINTO PLCsponsored adr | $6,860 | -3.7% | 100 | 0.0% | 0.01% | -16.7% | |
| VALE | VALE S Asponsored ads | $6,312 | -7.0% | 400 | 0.0% | 0.01% | -16.7% | |
| VYMI | VANGUARD WHITEHALL FDSintl high etf | $6,195 | +4.0% | 100 | 0.0% | 0.01% | 0.0% | |
| CAT | CATERPILLAR INC | $5,721 | -4.5% | 25 | 0.0% | 0.01% | 0.0% | |
| IEF | Sell | ISHARES TR7-10 yr trsy bd | $5,749 | -21.0% | 58 | -23.7% | 0.01% | -16.7% |
| LTHM | LIVENT CORP | $5,778 | +9.3% | 266 | 0.0% | 0.01% | +25.0% | |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $6,558 | -11.3% | 100 | -10.7% | 0.01% | -16.7% |
| INTC | INTEL CORP | $6,534 | +23.6% | 200 | 0.0% | 0.01% | +25.0% | |
| VTV | VANGUARD INDEX FDSvalue etf | $5,110 | -1.6% | 37 | 0.0% | 0.00% | 0.0% | |
| KMI | KINDER MORGAN INC DEL | $5,253 | -3.2% | 300 | 0.0% | 0.00% | 0.0% | |
| BSX | BOSTON SCIENTIFIC CORP | $5,003 | +8.1% | 100 | 0.0% | 0.00% | 0.0% | |
| PFXF | VANECK ETF TRUSTpreferred securt | $5,295 | +5.6% | 300 | 0.0% | 0.00% | 0.0% | |
| BWA | BORGWARNER INC | $4,911 | +22.0% | 100 | 0.0% | 0.00% | +33.3% | |
| LLY | Buy | LILLY ELI & CO | $4,808 | +87.7% | 14 | +100.0% | 0.00% | +100.0% |
| UHT | UNIVERSAL HEALTH RLTY INCOMEsh ben int | $4,811 | +0.8% | 100 | 0.0% | 0.00% | 0.0% | |
| PLW | Sell | INVESCO EXCH TRADED FD TR II1 30 lader tre | $5,483 | -18.1% | 183 | -21.5% | 0.00% | -33.3% |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $4,651 | +24.9% | 50 | 0.0% | 0.00% | +33.3% | |
| SWK | STANLEY BLACK & DECKER INC | $4,512 | +7.2% | 56 | 0.0% | 0.00% | +33.3% | |
| SQ | BLOCK INCcl a | $5,423 | +9.2% | 79 | 0.0% | 0.00% | 0.0% | |
| TGNA | TEGNA INC | $5,073 | -20.2% | 300 | 0.0% | 0.00% | -20.0% | |
| NEE | NEXTERA ENERGY INC | $5,164 | -7.8% | 67 | 0.0% | 0.00% | -20.0% | |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $5,099 | +9.0% | 151 | 0.0% | 0.00% | 0.0% | |
| NOC | Buy | NORTHROP GRUMMAN CORP | $4,617 | +69.2% | 10 | +100.0% | 0.00% | +100.0% |
| PEAK | HEALTHPEAK PROPERTIES INC | $5,690 | -12.4% | 259 | 0.0% | 0.00% | -20.0% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $5,603 | +0.2% | 75 | 0.0% | 0.00% | -20.0% | |
| PPL | PPL CORP | $5,558 | -4.9% | 200 | 0.0% | 0.00% | -20.0% | |
| VRTX | VERTEX PHARMACEUTICALS INC | $4,726 | +9.1% | 15 | 0.0% | 0.00% | 0.0% | |
| PFE | Buy | PFIZER INC | $4,506 | -19.6% | 110 | +0.9% | 0.00% | -20.0% |
| DLR | DIGITAL RLTY TR INC | $4,719 | -2.0% | 48 | 0.0% | 0.00% | 0.0% | |
| SCHH | SCHWAB STRATEGIC TRus reit etf | $5,148 | +1.1% | 264 | 0.0% | 0.00% | 0.0% | |
| QQEW | FIRST TR NAS100 EQ WEIGHTED | $5,032 | +13.4% | 50 | 0.0% | 0.00% | 0.0% | |
| ETSY | ETSY INC | $5,566 | -7.1% | 50 | 0.0% | 0.00% | -20.0% | |
| IYK | ISHARES TRus consm staples | $4,981 | -1.8% | 25 | 0.0% | 0.00% | 0.0% | |
| CF | CF INDS HLDGS INC | $5,074 | -14.9% | 70 | 0.0% | 0.00% | -20.0% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $3,417 | +23.1% | 2 | 0.0% | 0.00% | +50.0% | |
| Sell | HF SINCLAIR CORP | $3,628 | -44.1% | 75 | -40.0% | 0.00% | -40.0% | |
| EQC | EQUITY COMWLTH | $4,142 | -17.1% | 200 | 0.0% | 0.00% | -25.0% | |
| BGS | B & G FOODS INC NEW | $4,115 | +39.3% | 265 | 0.0% | 0.00% | +50.0% | |
| MCK | Buy | MCKESSON CORP | $4,273 | +42.4% | 12 | +50.0% | 0.00% | +50.0% |
| EBF | ENNIS INC | $4,218 | -4.8% | 200 | 0.0% | 0.00% | -25.0% | |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $4,281 | +2.9% | 78 | +2.6% | 0.00% | 0.0% |
| SSRM | SSR MINING IN | $4,385 | -3.5% | 290 | 0.0% | 0.00% | -25.0% | |
| TWNK | HOSTESS BRANDS INCcl a | $3,732 | +10.9% | 150 | 0.0% | 0.00% | 0.0% | |
| LEG | LEGGETT & PLATT INC | $3,602 | -1.1% | 113 | 0.0% | 0.00% | 0.0% | |
| ET | ENERGY TRANSFER L P | $3,591 | +5.0% | 288 | 0.0% | 0.00% | 0.0% | |
| GOLD | BARRICK GOLD CORP | $3,937 | +8.1% | 212 | 0.0% | 0.00% | 0.0% | |
| PXD | New | PIONEER NAT RES CO | $4,085 | – | 20 | +100.0% | 0.00% | – |
| COP | CONOCOPHILLIPS | $3,968 | -15.9% | 40 | 0.0% | 0.00% | -25.0% | |
| CEIX | Buy | CONSOL ENERGY INC NEW | $4,370 | +22.2% | 75 | +36.4% | 0.00% | 0.0% |
| CRON | CRONOS GROUP INC | $3,703 | -23.6% | 1,909 | 0.0% | 0.00% | -25.0% | |
| JNPR | JUNIPER NETWORKS INC | $3,442 | +7.7% | 100 | 0.0% | 0.00% | 0.0% | |
| EQIX | Sell | EQUINIX INC | $3,605 | -72.5% | 5 | -75.0% | 0.00% | -72.7% |
| MGPI | MGP INGREDIENTS INC NEW | $4,352 | -9.1% | 45 | 0.0% | 0.00% | -25.0% | |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC | $3,773 | +6.1% | 417 | +0.7% | 0.00% | 0.0% |
| BZH | BEAZER HOMES USA INC | $3,176 | +24.5% | 200 | 0.0% | 0.00% | +50.0% | |
| ENB | ENBRIDGE INC | $3,815 | -2.4% | 100 | 0.0% | 0.00% | 0.0% | |
| KMX | CARMAX INC | $3,985 | +5.6% | 62 | 0.0% | 0.00% | 0.0% | |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $3,940 | +2.7% | 84 | 0.0% | 0.00% | 0.0% | |
| UBER | UBER TECHNOLOGIES INC | $3,804 | +28.2% | 120 | 0.0% | 0.00% | +50.0% | |
| MRK | Buy | MERCK & CO INC | $4,256 | +91.8% | 40 | +100.0% | 0.00% | +50.0% |
| HES | Buy | HESS CORP | $3,970 | +40.0% | 30 | +50.0% | 0.00% | +50.0% |
| PLOW | DOUGLAS DYNAMICS INC | $3,189 | -11.8% | 100 | 0.0% | 0.00% | 0.0% | |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $4,186 | +8.7% | 162 | +1.2% | 0.00% | 0.0% |
| OXY | OCCIDENTAL PETE CORP | $4,370 | -0.9% | 70 | 0.0% | 0.00% | -25.0% | |
| XLE | SELECT SECTOR SPDR TRenergy | $4,142 | -5.3% | 50 | 0.0% | 0.00% | -25.0% | |
| STEM | Buy | STEM INC | $2,552 | -4.8% | 450 | +50.0% | 0.00% | 0.0% |
| AMKR | AMKOR TECHNOLOGY INC | $2,160 | +8.5% | 83 | 0.0% | 0.00% | 0.0% | |
| UAN | Buy | CVR PARTNERS LP | $2,484 | -1.4% | 28 | +12.0% | 0.00% | 0.0% |
| CGC | CANOPY GROWTH CORP | $1,934 | -24.2% | 1,105 | 0.0% | 0.00% | 0.0% | |
| CCL | CARNIVAL CORP | $2,416 | +26.0% | 238 | 0.0% | 0.00% | 0.0% | |
| CPRX | Buy | CATALYST PHARMACEUTICALS INC | $2,487 | +167.4% | 150 | +200.0% | 0.00% | +100.0% |
| LNG | CHENIERE ENERGY INC | $3,152 | +5.1% | 20 | 0.0% | 0.00% | 0.0% | |
| DTM | DT MIDSTREAM INC | $2,123 | -10.6% | 43 | 0.0% | 0.00% | 0.0% | |
| DOW | Buy | DOW INC | $2,072 | +10.3% | 38 | +2.7% | 0.00% | 0.0% |
| ENPH | ENPHASE ENERGY INC | $3,154 | -20.6% | 15 | 0.0% | 0.00% | -33.3% | |
| GM | GENERAL MTRS CO | $2,384 | +9.0% | 65 | 0.0% | 0.00% | 0.0% | |
| GBDC | New | GOLUB CAP BDC INC | $2,712 | – | 200 | +100.0% | 0.00% | – |
| HMC | HONDA MOTOR LTD | $2,649 | +15.9% | 100 | 0.0% | 0.00% | 0.0% | |
| RWJ | New | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $2,243 | – | 20 | +100.0% | 0.00% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $2,055 | – | 20 | +100.0% | 0.00% | – |
| KYNDRYL HLDGS INC | $2,952 | +32.7% | 200 | 0.0% | 0.00% | 0.0% | ||
| MTB | M & T BK CORP | $2,750 | -17.6% | 23 | 0.0% | 0.00% | -33.3% | |
| MRC | MRC GLOBAL INC | $2,916 | -16.1% | 300 | 0.0% | 0.00% | -33.3% | |
| MPC | Sell | MARATHON PETE CORP | $2,697 | -42.1% | 20 | -50.0% | 0.00% | -50.0% |
| NWL | NEWELL BRANDS INC | $3,110 | -4.9% | 250 | 0.0% | 0.00% | -33.3% | |
| NUVA | NUVASIVE INC | $2,066 | +0.2% | 50 | 0.0% | 0.00% | 0.0% | |
| PBF | Sell | PBF ENERGY INCcl a | $2,168 | -46.8% | 50 | -50.0% | 0.00% | -33.3% |
| PYPL | PAYPAL HLDGS INC | $1,974 | +6.6% | 26 | 0.0% | 0.00% | 0.0% | |
| PLL | PIEDMONT LITHIUM INC | $2,042 | +36.4% | 34 | 0.0% | 0.00% | +100.0% | |
| PINS | PINTEREST INCcl a | $2,591 | +12.3% | 95 | 0.0% | 0.00% | 0.0% | |
| PROSHARES TRbitcoin strate | $3,066 | +68.0% | 175 | 0.0% | 0.00% | 0.0% | ||
| QRVO | QORVO INC | $2,539 | +12.0% | 25 | 0.0% | 0.00% | 0.0% | |
| SCHW | SCHWAB CHARLES CORP | $2,743 | -36.9% | 52 | 0.0% | 0.00% | -50.0% | |
| SAVE | SPIRIT AIRLS INC | $2,850 | -11.9% | 166 | 0.0% | 0.00% | -33.3% | |
| SYNA | SYNAPTICS INC | $2,779 | +16.8% | 25 | 0.0% | 0.00% | 0.0% | |
| UEC | URANIUM ENERGY CORP | $2,304 | -25.8% | 800 | 0.0% | 0.00% | -33.3% | |
| VFC | V F CORP | $1,947 | -17.0% | 85 | 0.0% | 0.00% | 0.0% | |
| STLD | New | STEEL DYNAMICS INC | $1,583 | – | 14 | +100.0% | 0.00% | – |
| SPLK | SPLUNK INC | $1,342 | +11.4% | 14 | 0.0% | 0.00% | 0.0% | |
| SOFI | SOFI TECHNOLOGIES INC | $1,821 | +31.7% | 300 | 0.0% | 0.00% | 0.0% | |
| RIVIAN AUTOMOTIVE INC | $851 | -16.1% | 55 | 0.0% | 0.00% | 0.0% | ||
| PWR | Sell | QUANTA SVCS INC | $1,666 | -53.2% | 10 | -60.0% | 0.00% | -66.7% |
| PLUG | New | PLUG POWER INC | $879 | – | 75 | +100.0% | 0.00% | – |
| DNOW | NOW INC | $836 | -12.2% | 75 | 0.0% | 0.00% | 0.0% | |
| NGG | NATIONAL GRID PLCsponsored adr ne | $1,700 | +12.7% | 25 | 0.0% | 0.00% | 0.0% | |
| NIO | NIO INCspon ads | $1,892 | +7.8% | 180 | 0.0% | 0.00% | 0.0% | |
| MGM | MGM RESORTS INTERNATIONAL | $1,510 | +32.5% | 34 | 0.0% | 0.00% | 0.0% | |
| LEV | THE LION ELECTRIC COMPANY | $1,860 | -17.0% | 1,000 | 0.0% | 0.00% | -50.0% | |
| KULR | KULR TECHNOLOGY GROUP INC | $649 | -26.9% | 740 | 0.0% | 0.00% | 0.0% | |
| KHC | KRAFT HEINZ CO | $1,856 | -5.0% | 48 | 0.0% | 0.00% | -50.0% | |
| KOS | KOSMOS ENERGY LTD | $1,488 | +17.0% | 200 | 0.0% | 0.00% | 0.0% | |
| REMX | VANECK ETF TRUSTrare earth/strtg | $734 | +7.2% | 9 | 0.0% | 0.00% | 0.0% | |
| JBLU | JETBLUE AWYS CORP | $728 | +12.3% | 100 | 0.0% | 0.00% | 0.0% | |
| HEALTHCARE RLTY TR | $1,044 | +0.3% | 54 | 0.0% | 0.00% | 0.0% | ||
| GORO | GOLD RESOURCE CORP | $695 | -31.4% | 662 | 0.0% | 0.00% | 0.0% | |
| New | GE HEALTHCARE TECHNOLOGIES I | $1,641 | – | 20 | +100.0% | 0.00% | – | |
| AG | FIRST MAJESTIC SILVER CORP | $858 | -13.5% | 119 | 0.0% | 0.00% | 0.0% | |
| FCPI | FIDELITY CONVINGTON TRUSTstock for infl | $1,574 | +1.7% | 50 | 0.0% | 0.00% | 0.0% | |
| DLTR | DOLLAR TREE INC | $718 | +1.6% | 5 | 0.0% | 0.00% | 0.0% | |
| DOCU | DOCUSIGN INC | $1,458 | +5.2% | 25 | 0.0% | 0.00% | 0.0% | |
| CCI | CROWN CASTLE INC | $1,338 | -1.3% | 10 | 0.0% | 0.00% | 0.0% | |
| COIN | New | COINBASE GLOBAL INC | $676 | – | 10 | +100.0% | 0.00% | – |
| CEVA | CEVA INC | $1,522 | +19.0% | 50 | 0.0% | 0.00% | 0.0% | |
| CX | CEMEX SAB DE CVspon adr new | $1,659 | +36.5% | 300 | 0.0% | 0.00% | 0.0% | |
| Sell | BROOKFIELD ASSET MANAGMT LTD | $1,014 | -48.0% | 31 | -54.4% | 0.00% | -50.0% | |
| BHP | Buy | BHP GROUP LTDsponsored ads | $1,818 | +5.1% | 29 | +3.6% | 0.00% | 0.0% |
| BAC | BANK AMERICA CORP | $1,400 | -13.1% | 49 | 0.0% | 0.00% | 0.0% | |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $1,463 | -8.2% | 10 | 0.0% | 0.00% | 0.0% | |
| New | LINDE PLC | $1,777 | – | 5 | +100.0% | 0.00% | – | |
| BIDU | BAIDU INCspon adr rep a | $1,811 | +31.9% | 12 | 0.0% | 0.00% | 0.0% | |
| TGH | TEXTAINER GROUP HOLDINGS LTD | $1,284 | +3.5% | 40 | 0.0% | 0.00% | 0.0% | |
| AUPH | AURINIA PHARMACEUTICALS INC | $1,644 | +153.7% | 150 | 0.0% | 0.00% | 0.0% | |
| INSW | Sell | INTERNATIONAL SEAWAYS INC | $1,250 | -74.0% | 30 | -76.9% | 0.00% | -75.0% |
| SXC | SUNCOKE ENERGY INC | $952 | +4.0% | 106 | 0.0% | 0.00% | 0.0% | |
| NAT | NORDIC AMERICAN TANKERS LIMI | $570 | +29.3% | 144 | 0.0% | 0.00% | – | |
| KTB | KONTOOR BRANDS INC | $581 | +21.0% | 12 | 0.0% | 0.00% | – | |
| SPY | SPDR S&P 500 ETF TRtr unit | $418 | +7.5% | 1 | 0.0% | 0.00% | – | |
| CLNE | CLEAN ENERGY FUELS CORP | $528 | -16.1% | 121 | 0.0% | 0.00% | -100.0% | |
| SNDL INC | $406 | -23.5% | 254 | 0.0% | 0.00% | – | ||
| ACB | AURORA CANNABIS INC | $544 | -24.4% | 780 | 0.0% | 0.00% | -100.0% | |
| PRLB | PROTO LABS INC | $564 | +30.0% | 17 | 0.0% | 0.00% | – | |
| TLRY | TILRAY BRANDS INC | $210 | -5.8% | 83 | 0.0% | 0.00% | – | |
| MJ | Buy | ETF MANAGERS TRetfmg altr hrvst | $286 | -15.9% | 81 | +1.2% | 0.00% | – |
| ORGANIGRAM HLDGS INC | $256 | -20.0% | 400 | 0.0% | 0.00% | – | ||
| ON | Sell | ON SEMICONDUCTOR CORP | $412 | -86.8% | 5 | -90.0% | 0.00% | -100.0% |
| DTEA | Exit | DAVIDSTEA INC | $0 | – | -300 | -100.0% | 0.00% | – |
| BCLI | New | BRAINSTORM CELL THERAPEUTICS | $330 | – | 100 | +100.0% | 0.00% | – |
| TNK | Sell | TEEKAY TANKERS LTDcl a | $215 | -93.0% | 5 | -95.0% | 0.00% | -100.0% |
| AMC | AMC ENTMT HLDGS INC | $401 | +23.0% | 80 | 0.0% | 0.00% | – | |
| INSG | INSEEGO CORP | $539 | -30.8% | 925 | 0.0% | 0.00% | -100.0% | |
| PXH | New | INVESCO EXCH TRADED FD TR IIftse rafi emng | $569 | – | 31 | +100.0% | 0.00% | – |
| LWAY | LIFEWAY FOODS INC | $604 | +8.8% | 100 | 0.0% | 0.00% | – | |
| CTRM | Exit | CASTOR MARITIME INC | $0 | – | -200 | -100.0% | 0.00% | – |
| Exit | MULLEN AUTOMOTIVE INC | $0 | – | -5,000 | -100.0% | -0.00% | – | |
| LIN | Exit | LINDE PLC | $0 | – | -5 | -100.0% | -0.00% | – |
| EHC | Exit | ENCOMPASS HEALTH CORP | $0 | – | -50 | -100.0% | -0.00% | – |
| STNG | Exit | SCORPIO TANKERS INC | $0 | – | -50 | -100.0% | -0.00% | – |
| Exit | COHERENT CORP | $0 | – | -100 | -100.0% | -0.00% | – | |
| LITE | Exit | LUMENTUM HLDGS INC | $0 | – | -100 | -100.0% | -0.00% | – |
| SNX | Exit | TD SYNNEX CORPORATION | $0 | – | -50 | -100.0% | -0.00% | – |
| GUSH | Exit | DIREXION SHS ETF TRoil gas bl 2x sh | $0 | – | -34 | -100.0% | -0.00% | – |
| DDOG | Exit | DATADOG INC | $0 | – | -80 | -100.0% | -0.01% | – |
| JBL | Exit | JABIL INC | $0 | – | -100 | -100.0% | -0.01% | – |
| Exit | RUMBLE INC | $0 | – | -1,600 | -100.0% | -0.01% | – | |
| RGEN | Exit | REPLIGEN CORP | $0 | – | -55 | -100.0% | -0.01% | – |
| Exit | DIREXION SHS ETF TRdl ftse bull 3x | $0 | – | -248 | -100.0% | -0.01% | – | |
| SDOW | Exit | PROSHARES TRultrashrt dow 30 | $0 | – | -441 | -100.0% | -0.01% | – |
| GSG | Exit | ISHARES S&P GSCI COMMODITY-unit ben int | $0 | – | -1,000 | -100.0% | -0.02% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -17,269 | -100.0% | -0.82% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-12
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.