PIERSHALE FINANCIAL GROUP, INC. 13F Holdings

CIK 0001554815 · Crystal Lake, IL

As of Jun 30, 2023, PIERSHALE FINANCIAL GROUP, INC. reported 269 positions worth 56.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETFBIL—981,076$90.1M57.44%
SCHWAB US LARGE-CAP ETFSCHXEquity305,493 6.0M10.20%
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTDIA—46,444 6.0M10.18%
INVESCO QQQ TRUST SERIES 1QQQ—17,991$6.6M4.24%
SCHWAB US LARGE-CAP GROWTHSCHG—85,301$6.4M4.08%
SCHWAB US LARGE-CAP VALUESCHVEquity93,239$6.3M3.99%
ISHARES MSCI EAFE ETFEFA—85,857$6.2M3.97%
APPLE INCAAPLTechnology9,271 .8M1.15%
HOME DEPOT INCHDConsumer Cyclical2,350$730.0K0.47%
ABBOTT LABORATORIESABTHealthcare5,105$556.5K0.35%
GENERAL MILLS INCGISConsumer Defensive5,495$421.5K0.27%
MICROSOFT CORPMSFTTechnology952$324.2K0.21%
CISCO SYSTEMS INCCSCOTechnology5,405$279.6K0.18%
AT&T INCTCommunication Services17,219$274.6K0.18%
PROCTER & GAMBLE COPGConsumer Defensive1,595$242.0K0.15%
PEPSICO INCPEPConsumer Defensive1,231$227.9K0.15%
DARDEN RESTAURANTS INCDRIConsumer Cyclical1,117 86.7K0.12%
WALMART INCWMTConsumer Defensive1,124 76.6K0.11%
ALPHABET INCGOOGEquity1,220 47.6K0.09%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology1,050 40.5K0.09%
ABBVIE INCABBVEquity971 30.9K0.08%
ALPHABET INCGOOGLEquity1,060 26.9K0.08%
NVIDIA CORPNVDATechnology298 26.1K0.08%
YUM BRANDS INCYUMConsumer Cyclical883 22.4K0.08%
US BANCORPUSBFinancial Services3,086 02.0K0.07%