13F-HR filed by PIERSHALE FINANCIAL GROUP, INC.
PIERSHALE FINANCIAL GROUP, INC. filed this 13F-HR for the quarter ended 2019-03-31, filed 2019-04-18, with 22 holding rows worth $167,224,000.
- Accession
- 0001214659-19-002790
- Filer
- CIK 1554815
- Filed
- 2019-04-18
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2019
A holdings report, 22 entries on the cover page, a total value of $167,224,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $167,224,000 with VALUE read as thousands by filing date, 13F file number 028-15003. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 475,628 | $32,157,000 | thousands by filing date | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 119,891 | $31,067,000 | thousands by filing date | |
| SPDR Portfolio Long Term Treasury ETF | 78464A664 | SHS | 611,956 | $22,269,000 | thousands by filing date | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 194,725 | $21,651,000 | thousands by filing date | |
| iShares MBS ETF | 464288588 | SHS | 201,018 | $21,380,000 | thousands by filing date | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 140,837 | $11,187,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 39,859 | $7,161,000 | thousands by filing date | |
| Schwab US REIT ETF | 808524847 | SHS | 159,573 | $7,090,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 122,761 | $6,720,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 65,500 | $3,398,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 16,276 | $510,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 2,079 | $399,000 | thousands by filing date | |
| Cisco Systems,Inc. | 17275R102 | COM | 6,164 | $333,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A284 | NUVEEN ICE HIGH | 4,397 | $253,000 | thousands by filing date | |
| VANECK ETF TRUST | 92189H201 | INTRMDT MUNI ETF | 5,148 | $251,000 | thousands by filing date | |
| GENERAL MILLS INC COM | 370334104 | Stock | 4,794 | $248,000 | thousands by filing date | |
| Walmart Inc. | 931142103 | COM | 2,348 | $229,000 | thousands by filing date | |
| International Business Machines Corporation | 459200101 | COM | 1,600 | $226,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 2,159 | $225,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 1,878 | $209,000 | thousands by filing date | |
| DIREXION SHARES ETF TRUST | 25459W862 | DA 500 BU 3X ETF | 4,440 | $208,000 | thousands by filing date | |
| ZYNGA INC. | 98986T108 | CL A | 10,000 | $53,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-19-002790 | this filing | 2019-04-18 | acceptance time not in the bulk data set |