13F Filings History of PIERSHALE FINANCIAL GROUP, INC.

Latest 13F report
Q2 2023 - 06 Jul 2023
Value $
$156,930,200
Signature - Title
Matthew Nadeau - Analyst
Location
Barrington, IL
Summary
This page shows a list of all the recent 13F filings made by PIERSHALE FINANCIAL GROUP, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PIERSHALE FINANCIAL GROUP, INC. reported 269 stock holdings with total value $156,930,200 as of Q2 2023. Top holdings included BIL, SCHX, DIA, QQQ, and SCHG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2023 269 $156,930,200 +$57,555,468 -$28,034,294 +$29,521,174 BIL, SCHX, DIA, QQQ, SCHG 13F-HR 06 Jul 2023, 16:18
Q1 2023 297 $126,873,520 +$6,575,351 -$1,212,271 +$5,363,080 BIL, AAPL, HD, ABT, GIS 13F-HR 12 Apr 2023, 15:13
Q4 2022 299 $120,621,669 +$25,431,254 -$38,177,177 -$12,745,923 BIL, CTSH, HD, AAPL, ABT 13F-HR 13 Jan 2023, 13:39
Q3 2022 11 $133,201,000 +$38,117,172 -$13,209,538 +$24,907,634 BIL, SDS, AAPL, HD, ABT 13F-HR 26 Oct 2022, 09:53
Q2 2022 10 $108,382,000 +$11,420 -$1,327,131 -$1,315,711 BIL, AAPL, HD, ABT, GIS 13F-HR 14 Jul 2022, 15:24
Q1 2022 11 $110,076,000 +$105,721,594 -$257,340,633 -$151,619,039 BIL, AAPL, HD, ABT, MSFT 13F-HR 11 Apr 2022, 09:47
Q4 2021 21 $262,221,000 +$117,333,473 -$116,452,056 +$881,417 SCHX, SSO, DIA, SCHH, IJJ 13F-HR 21 Jan 2022, 13:52
Q3 2021 29 $242,673,000 +$108,117,943 -$112,941,344 -$4,823,401 SSO, SCHX, DIA, SCHA, SCHH 13F-HR 20 Oct 2021, 12:23
Q2 2021 29 $253,956,000 +$71,372,452 -$56,235,402 +$15,137,050 IJS, IJJ, SCHA, LQD, HYG 13F-HR 15 Jul 2021, 16:53
Q1 2021 29 $231,063,000 +$179,731,604 -$162,802,977 +$16,928,627 IWM, IJS, IJJ, LQD, HYG 13F-HR 20 Apr 2021, 16:02
Q4 2020 27 $208,181,000 +$45,489,433 -$15,156,518 +$30,332,915 SCHX, SSO, DIA, IJK, QQQ 13F-HR 14 Jan 2021, 16:56
Q3 2020 19 $173,860,000 +$71,345,318 -$78,318,000 -$6,972,682 SCHX, SSO, SCHG, QQQ, IJK 13F-HR 19 Oct 2020, 16:06
Q2 2020 22 $171,774,000 +$169,328,316 -$81,274,000 +$88,054,316 SCHX, SCHZ, GOVI, IEF, DIA 13F-HR 13 Jul 2020, 16:22
Q1 2020 9 $83,320,000 +$81,074,158 -$184,806,000 -$103,731,842 BIL, HD, T, ABT, ITW 13F-HR 17 Apr 2020, 16:56
Q4 2019 19 $187,456,000 +$18,291,695 -$22,044,666 -$3,752,971 SCHX, DIA, SSO, QQQ, SCHG 13F-HR 16 Jan 2020, 16:03
Q3 2019 18 $176,833,000 +$17,781,942 -$19,118,926 -$1,336,984 SCHX, DIA, SSO, SCHH, QQQ 13F-HR 25 Oct 2019, 12:36
Q2 2019 16 $175,345,000 +$75,423,220 -$70,407,740 +$5,015,480 SCHX, DIA, SSO, SCHG, SCHV 13F-HR 26 Jul 2019, 09:41
Q1 2019 22 $167,224,000 +$67,891,614 -$79,048,561 -$11,156,947 SCHX, DIA, SPTL, MUB, MBB 13F-HR 18 Apr 2019, 16:05
Q4 2018 21 $164,763,000 +$64,377,649 -$74,281,921 -$9,904,272 SCHX, DIA, SCHG, QQQ, SCHA 13F-HR 22 Jan 2019, 12:42
Q3 2018 24 $204,922,000 +$134,665,399 -$126,937,449 +$7,727,950 SCHA, SCHX, DIA, QQQ, SCHG 13F-HR 22 Oct 2018, 17:34
Q2 2018 24 $191,496,000 +$89,786,869 -$91,571,771 -$1,784,902 MINT, BIL, FLRN, QQQ, SCHG 13F-HR 17 Jul 2018, 16:11
Q1 2018 22 $189,386,000 +$168,428,859 -$171,762,712 -$3,333,853 MINT, BIL, SCHG, SCHE, IJK 13F-HR 26 Apr 2018, 17:38
Q4 2017 19 $194,408,000 +$125,465,869 -$112,515,244 +$12,950,625 SCHX, DIA, IJK, IJS, QQQ 13F-HR 16 Jan 2018, 09:14
Q3 2017 24 $176,648,000 +$150,173,820 -$131,062,954 +$19,110,866 SCHH, SCHG, SCHX, DIA, SCHF 13F-HR 19 Oct 2017, 12:27
Q2 2017 22 $155,450,000 $0 $0 $0 SCHA, PHB, BIL, BKLN, CWB 13F-HR 14 Jul 2017, 12:05
Q1 2017 22 $155,479,000 +$66,961,611 -$78,051,498 -$11,089,887 SCHA, PHB, BIL, BKLN, CWB 13F-HR 17 Apr 2017, 16:16
Q4 2016 23 $163,054,000 +$130,455,485 -$100,557,625 +$29,897,860 SCHA, PHB, CWB, PCY, IYM 13F-HR 18 Jan 2017, 16:48
Q3 2016 150 $131,522,000 +$54,891,218 -$61,942,215 -$7,050,997 SCHM, PHB, SCHR, LQD, IWN 13F-HR 18 Oct 2016, 16:42
Q2 2016 139 $134,932,000 +$130,175,603 -$166,986,657 -$36,811,054 SCHM, PCY, SPTL, IWN, LQD 13F-HR 15 Jul 2016, 15:21
Q1 2016 138 $169,555,000 +$164,794,748 -$159,840,361 +$4,954,387 BWX, HYMB, PGX, IJS, IJJ 13F-HR 15 Apr 2016, 17:22
Q4 2015 198 $164,610,000 +$135,124,558 -$103,041,528 +$32,083,030 MUB, MBB, IEF, QQQ, IWO 13F-HR 15 Jan 2016, 17:40
Q3 2015 136 $131,404,000 +$71,541,429 -$66,041,054 +$5,500,375 SHY, FLOT, MINT, IJK, SCHM 13F-HR 27 Oct 2015, 16:04
Q2 2015 103 $132,824,000 +$60,790,108 -$52,842,526 +$7,947,582 IEF, PLW, HYMB, IWO, SCHA 13F-HR 14 Jul 2015, 10:33
Q1 2015 129 $126,170,000 +$110,210,477 -$124,326,741 -$14,116,264 PGX, PLW, HYMB, IWO, SCHA 13F-HR 15 Apr 2015, 09:04
Q4 2014 145 $153,782,000 +$80,909,204 -$54,026,843 +$26,882,361 HYD, MBB, MUB, SCHG, QQQ 13F-HR 15 Jan 2015, 16:43
Q3 2014 136 $124,818,000 +$63,815,960 -$60,201,779 +$3,614,181 HYD, PGX, PCY, SCHV, QQQ 13F-HR 21 Oct 2014, 09:16
Q2 2014 169 $122,279,000 +$76,077,089 -$40,712,828 +$35,364,261 PCY, HYD, LQD, SCHH, SCHV 13F-HR 17 Jul 2014, 17:14
Q1 2014 139 $85,631,000 +$63,094,058 -$47,503,845 +$15,590,213 RSP, DJP, SCHM, SCHH, JOY 13F-HR 25 Apr 2014, 10:30
Q4 2013 140 $68,902,000 $0 $0 $0 PCY, RSP, SCHA, SCHM, SCHF 13F-HR 04 Feb 2014, 12:18