PF

PIERSHALE FINANCIAL GROUP, INC.

13F
PIERSHALE FINANCIAL GROUP, INC.
Last update 2023-07-06 270 Stocks (9 new)
Value $157.00 Mil Turnover 37 %
Countries:
Top Holdings: BIL(57.40%)SCHX(10.19%)DIA(10.18%)QQQ(4.24%)SCHG(4.07%)
Summary Stock Picks Current Portfolio
PIERSHALE FINANCIAL GROUP, INC... Top Holdings of 2023-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
981,076
90,082.4
-23.45%
57.400
-21.75%
0.310
+1.05%
+2.32%
41,769.0
 
SCHX
Schwab U.S. Large-Cap ETF
305,493
15,998.7
+101,731.00%
10.190
+10.18%
0.050
+23.08%
+8.10%
57,122.4
 
DIA
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
46,444
15,969.8
New Holding
10.180
+10.18%
0.060
+16.67%
+5.08%
37,711.4
 
QQQ
INVESCO QQQ Trust
17,991
6,646.2
+30,393.22%
4.240
+4.23%
0.000
+30.41%
+10.64%
359,714.8
 
SCHG
Schwab U.S. Large-Cap Growth ETF
85,301
6,393.3
New Holding
4.070
+4.07%
0.030
+29.67%
+7.21%
45,544.1
 
SCHV
Schwab U.S. Large-Cap Value ETF
93,239
6,255.4
+93,139.00%
3.990
+3.99%
0.060
+14.59%
+8.39%
12,800.1
 
EFA
iShares MSCI EAFE ETF
85,857
6,224.6
New Holding
3.970
+3.97%
0.010
+12.04%
+19.52%
64,061.5
 
AAPL
Apple Inc
9,271
1,798.2
+1.92%
1.150
+0.02%
0.000
+10.15%
-14.95%
3,173,564.3
Hardware
HD
The Home Depot Inc
2,350
730.0
+0.69%
0.470
0%
0.000
+5.59%
-5.23%
362,193.6
Retail - Cyclical
ABT
Abbott Laboratories
5,105
556.5
+0.04%
0.350
0%
0.000
-3.78%
+11.59%
216,470.5
Medical Devices & Instruments

PIERSHALE FINANCIAL GROUP, INC.'s Historical Top Holdings Breakdowns

PIERSHALE FINANCIAL GROUP, INC. Total Holding History ($B)

To

PIERSHALE FINANCIAL GROUP, INC.'s Asset Allocation

To

PIERSHALE FINANCIAL GROUP, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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PIERSHALE FINANCIAL GROUP, INC.'s Hypothetical Growth since 2023-06-30

PIERSHALE FINANCIAL GROUP, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

PIERSHALE FINANCIAL GROUP, INC.'s Holdings Heat Map

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PIERSHALE FINANCIAL GROUP, INC.'s Holdings Bubble Chart

PIERSHALE FINANCIAL GROUP, INC. News

  • 1

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