Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR
Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
PIERSHALE FINANCIAL GROUP, INC. (CIK 1554815) reported $156.9M across 269 reported positions in its SEC 13F filing for 2023-06-30. Largest positions: BIL ($90.1M, 57.40%), SCHX ($16.0M, 10.19%), DIA ($16.0M, 10.18%), QQQ ($6.6M, 4.24%), SCHG ($6.4M, 4.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SER TR | $90.1M | 57.40% | 981,076 | Trimmed |
| 2 | SCHX | SCHWAB STRATEGIC TR | $16.0M | 10.19% | 305,493 | Added |
| 3 | DIA | SPDR DOW JONES INDL AVERAGE | $16.0M | 10.18% | 46,444 | New |
| 4 | QQQ | INVESCO QQQ TR | $6.6M | 4.24% | 17,991 | Added |
| 5 | SCHG | SCHWAB STRATEGIC TR | $6.4M | 4.07% | 85,301 | New |
| 6 | SCHV | SCHWAB STRATEGIC TR | $6.3M | 3.99% | 93,239 | Added |
| 7 | EFA | ISHARES TR | $6.2M | 3.97% | 85,857 | New |
| 8 | AAPL | APPLE INC | $1.8M | 1.15% | 9,271 | Added |
| 9 | HD | HOME DEPOT INC | $729,959 | 0.47% | 2,350 | Added |
| 10 | ABT | ABBOTT LABS | $556,532 | 0.35% | 5,105 | Added |
| 11 | GIS | GENERAL MLS INC | $421,489 | 0.27% | 5,495 | Added |
| 12 | MSFT | MICROSOFT CORP | $324,194 | 0.21% | 952 | Hold |
| 13 | CSCO | CISCO SYS INC | $279,647 | 0.18% | 5,405 | Added |
| 14 | T | AT&T INC | $274,640 | 0.18% | 17,219 | Added |
| 15 | PEP | PEPSICO INC | $227,948 | 0.15% | 1,231 | Added |
| 16 | PG | PROCTER AND GAMBLE CO | $241,952 | 0.15% | 1,595 | Added |
| 17 | DRI | DARDEN RESTAURANTS INC | $186,706 | 0.12% | 1,117 | Added |
| 18 | WMT | WALMART INC | $176,628 | 0.11% | 1,124 | Added |
| 19 | GOOG | ALPHABET INC | $147,583 | 0.09% | 1,220 | Hold |
| 20 | IBM | INTERNATIONAL BUSINESS MACHS | $140,500 | 0.09% | 1,050 | Hold |
| 21 | ABBV | ABBVIE INC | $130,867 | 0.08% | 971 | Added |
| 22 | GOOGL | ALPHABET INC | $126,882 | 0.08% | 1,060 | Hold |
| 23 | NVDA | NVIDIA CORPORATION | $126,060 | 0.08% | 298 | Trimmed |
| 24 | YUM | YUM BRANDS INC | $122,407 | 0.08% | 883 | Added |
| 25 | USB | US BANCORP DEL | $101,961 | 0.06% | 3,086 | Hold |
Source: SEC Form 13F filings · as of 2023-06-30