PIERSHALE FINANCIAL GROUP, INC.

13F Filings History

Latest 13F report
Q2 2023 - Jul 6, 2023
Value $
$157M
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 $157M as of Q2 2023. Top holdings included BIL, SCHX, DIA, QQQ, and SCHG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2023 269 $157M +$57.6M -$28M +$29.5M BIL, SCHX, DIA, QQQ, SCHG 13F-HR 7/6/2023, 04:18 PM
Q1 2023 297 $127M +$6.58M -$1.21M +$5.36M BIL, AAPL, HD, ABT, GIS 13F-HR 4/12/2023, 03:13 PM
Q4 2022 299 $121M +$25.4M -$38.2M -$12.7M BIL, CTSH, HD, AAPL, ABT 13F-HR 1/13/2023, 01:39 PM
Q3 2022 11 $133M +$38.1M -$13.2M +$24.9M BIL, SDS, AAPL, HD, ABT 13F-HR 10/26/2022, 09:53 AM
Q2 2022 10 $108M +$11.4K -$1.33M -$1.32M BIL, AAPL, HD, ABT, GIS 13F-HR 7/14/2022, 03:24 PM
Q1 2022 11 $110M +$106M -$257M -$152M BIL, AAPL, HD, ABT, MSFT 13F-HR 4/11/2022, 09:47 AM
Q4 2021 21 $262M +$117M -$116M +$881K SCHX, SSO, DIA, SCHH, IJJ 13F-HR 1/21/2022, 01:52 PM
Q3 2021 29 $243M +$108M -$113M -$4.82M SSO, SCHX, DIA, SCHA, SCHH 13F-HR 10/20/2021, 12:23 PM
Q2 2021 29 $254M +$71.4M -$56.2M +$15.1M IJS, IJJ, SCHA, LQD, HYG 13F-HR 7/15/2021, 04:53 PM
Q1 2021 29 $231M +$180M -$163M +$16.9M IWM, IJS, IJJ, LQD, HYG 13F-HR 4/20/2021, 04:02 PM
Q4 2020 27 $208M +$45.5M -$15.2M +$30.3M SCHX, SSO, DIA, IJK, QQQ 13F-HR 1/14/2021, 04:56 PM
Q3 2020 19 $174M +$71.3M -$78.3M -$6.97M SCHX, SSO, SCHG, QQQ, IJK 13F-HR 10/19/2020, 04:06 PM
Q2 2020 22 $172M +$169M -$81.3M +$88.1M SCHX, SCHZ, GOVI, IEF, DIA 13F-HR 7/13/2020, 04:22 PM
Q1 2020 9 $83.3M +$81.1M -$185M -$104M BIL, HD, T, ABT, ITW 13F-HR 4/17/2020, 04:56 PM
Q4 2019 19 $187M +$18.3M -$22M -$3.75M SCHX, DIA, SSO, QQQ, SCHG 13F-HR 1/16/2020, 04:03 PM
Q3 2019 18 $177M +$17.8M -$19.1M -$1.34M SCHX, DIA, SSO, SCHH, QQQ 13F-HR 10/25/2019, 12:36 PM
Q2 2019 16 $175M +$75.4M -$70.4M +$5.02M SCHX, DIA, SSO, SCHG, SCHV 13F-HR 7/26/2019, 09:41 AM
Q1 2019 22 $167M +$67.9M -$79M -$11.2M SCHX, DIA, SPTL, MUB, MBB 13F-HR 4/18/2019, 04:05 PM
Q4 2018 21 $165M +$64.4M -$74.3M -$9.9M SCHX, DIA, SCHG, QQQ, SCHA 13F-HR 1/22/2019, 12:42 PM
Q3 2018 24 $205M +$135M -$127M +$7.73M SCHA, SCHX, DIA, QQQ, SCHG 13F-HR 10/22/2018, 05:34 PM
Q2 2018 24 $191M +$89.8M -$91.6M -$1.78M MINT, BIL, FLRN, QQQ, SCHG 13F-HR 7/17/2018, 04:11 PM
Q1 2018 22 $189M +$168M -$172M -$3.33M MINT, BIL, SCHG, SCHE, IJK 13F-HR 4/26/2018, 05:38 PM
Q4 2017 19 $194M +$125M -$113M +$13M SCHX, DIA, IJK, IJS, QQQ 13F-HR 1/16/2018, 09:14 AM
Q3 2017 24 $177M +$150M -$131M +$19.1M SCHH, SCHG, SCHX, DIA, SCHF 13F-HR 10/19/2017, 12:27 PM
Q2 2017 22 $155M $0 $0 SCHA, PHB, BIL, BKLN, CWB 13F-HR 7/14/2017, 12:05 PM
Q1 2017 22 $155M +$67M -$78.1M -$11.1M SCHA, PHB, BIL, BKLN, CWB 13F-HR 4/17/2017, 04:16 PM
Q4 2016 23 $163M +$130M -$101M +$29.9M SCHA, PHB, CWB, PCY, IYM 13F-HR 1/18/2017, 04:48 PM
Q3 2016 150 $132M +$54.9M -$61.9M -$7.05M SCHM, PHB, SCHR, LQD, IWN 13F-HR 10/18/2016, 04:42 PM
Q2 2016 139 $135M +$130M -$167M -$36.8M SCHM, PCY, SPTL, IWN, LQD 13F-HR 7/15/2016, 03:21 PM
Q1 2016 138 $170M +$165M -$160M +$4.95M BWX, HYMB, PGX, IJS, IJJ 13F-HR 4/15/2016, 05:22 PM
Q4 2015 198 $165M +$135M -$103M +$32.1M MUB, MBB, IEF, QQQ, IWO 13F-HR 1/15/2016, 05:40 PM
Q3 2015 136 $131M +$71.5M -$66M +$5.5M SHY, FLOT, MINT, IJK, SCHM 13F-HR 10/27/2015, 04:04 PM
Q2 2015 103 $133M +$60.8M -$52.8M +$7.95M IEF, PLW, HYMB, IWO, SCHA 13F-HR 7/14/2015, 10:33 AM
Q1 2015 129 $126M +$110M -$124M -$14.1M PGX, PLW, HYMB, IWO, SCHA 13F-HR 4/15/2015, 09:04 AM
Q4 2014 145 $154M +$80.9M -$54M +$26.9M HYD, MBB, MUB, SCHG, QQQ 13F-HR 1/15/2015, 04:43 PM
Q3 2014 136 $125M +$63.8M -$60.2M +$3.61M HYD, PGX, PCY, SCHV, QQQ 13F-HR 10/21/2014, 09:16 AM
Q2 2014 169 $122M +$76.1M -$40.7M +$35.4M PCY, HYD, LQD, SCHV, SCHH 13F-HR 7/17/2014, 05:14 PM
Q1 2014 139 $85.6M +$63.1M -$47.5M +$15.6M RSP, DJP, SCHM, SCHH, JOY 13F-HR 4/25/2014, 10:30 AM
Q4 2013 140 $68.9M $0 $0 PCY, RSP, SCHA, SCHM, SCHF 13F-HR 2/4/2014, 12:18 PM