13F-HR filed by PIERSHALE FINANCIAL GROUP, INC.
PIERSHALE FINANCIAL GROUP, INC. filed this 13F-HR for the quarter ended 2021-03-31, filed 2021-04-20, with 29 holding rows worth $231,063,000.
- Accession
- 0001214659-21-004344
- Filer
- CIK 1554815
- Filed
- 2021-04-20
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2021
A holdings report, 29 entries on the cover page, a total value of $231,063,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $231,063,000 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 |
|---|---|---|---|---|---|---|
| iShares Russell 2000 ETF | 464287655 | SHS | 132,537 | $29,283,000 | thousands by filing date | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 290,249 | $29,240,000 | thousands by filing date | |
| iShares S&P Mid-Cap 400 Value ETF | 464287705 | SHS | 284,149 | $28,963,000 | thousands by filing date | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 179,959 | $23,404,000 | thousands by filing date | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 267,213 | $23,296,000 | thousands by filing date | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 227,722 | $21,868,000 | thousands by filing date | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 63,638 | $21,012,000 | thousands by filing date | |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 139,096 | $17,836,000 | thousands by filing date | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 36,087 | $17,179,000 | thousands by filing date | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 77,540 | $2,553,000 | thousands by filing date | |
| SVB FINANCIAL GROUP | 78486Q101 | COM | 4,245 | $2,096,000 | thousands by filing date | |
| INVESCO LTD SHS | G491BT108 | Stock | 82,915 | $2,091,000 | thousands by filing date | |
| L BRANDS INC | 501797104 | COM | 33,481 | $2,071,000 | thousands by filing date | |
| TAPESTRY INC COM | 876030107 | Stock | 47,991 | $1,978,000 | thousands by filing date | |
| DISCOVERY INC | 25470F104 | COM SER A | 34,205 | $1,487,000 | thousands by filing date | |
| PARAMOUNT GLOBAL | 92556H206 | CLASS B COM | 30,944 | $1,396,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 2,228 | $680,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 4,419 | $540,000 | thousands by filing date | |
| Abbott Laboratories | 002824100 | COM | 4,491 | $538,000 | thousands by filing date | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 2,419 | $536,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 17,475 | $529,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A284 | NUVEEN ICE HIGH | 6,838 | $406,000 | thousands by filing date | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 3,485 | $404,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 1,338 | $315,000 | thousands by filing date | |
| GENERAL MILLS INC COM | 370334104 | Stock | 5,142 | $315,000 | thousands by filing date | |
| NVIDIA Corp | 67066G104 | COM | 540 | $288,000 | thousands by filing date | |
| Cisco Systems,Inc. | 17275R102 | COM | 5,351 | $277,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 1,784 | $242,000 | thousands by filing date | |
| DIREXION SHARES ETF TRUST | 25459W847 | DAILY SMALL CAP | 2,685 | $240,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-21-004344 | this filing | 2021-04-20 | acceptance time not in the bulk data set |