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Disclosery

PIERSHALE FINANCIAL GROUP, INC.

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13F filer, CIK 1554815, BARRINGTON, IL

PIERSHALE FINANCIAL GROUP, INC. reported $108,382,000 across 10 holdings for the quarter ended 2022-06-30, in a 13F-HR filed 2022-07-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-22-008837

Period
2022-06-30
Reported value
$108M
Holdings
10
Top 10 weight
100%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HDadded+16$4.39K
GISadded+39$2.94K
CSCOadded+50$2.13K
PEPadded+5$833
PGadded+5$720

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BILreduced-10,688-$978K
NVDAexited-1,269-$346K
AAPLreduced-24-$3.28K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2022

Share positions as resolved from 13F-HR 0001214659-22-008837, largest first. % of portfolio is the value over $108,382,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,155,869 shares; 2022Q2: 1,145,181 shares 1,145,181$105M96.67%-10,688Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 7,940 shares; 2021Q4: 4,935 shares; 2022Q1: 4,960 shares; 2022Q2: 4,936 shares 4,936$675K0.62%-24Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,285 shares; 2021Q4: 2,260 shares; 2022Q1: 2,273 shares; 2022Q2: 2,289 shares 2,289$628K0.58%+16Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,724 shares; 2021Q4: 4,630 shares; 2022Q1: 4,864 shares; 2022Q2: 4,865 shares 4,865$529K0.49%+1Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,228 shares; 2021Q4: 5,271 shares; 2022Q1: 5,310 shares; 2022Q2: 5,349 shares 5,349$404K0.37%+39Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 18,061 shares; 2021Q4: 17,122 shares; 2022Q1: 17,143 shares; 2022Q2: 17,157 shares 17,157$360K0.33%+14Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,410 shares; 2021Q4: 1,318 shares; 2022Q1: 1,318 shares; 2022Q2: 1,318 shares 1,318$339K0.31%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,846 shares; 2021Q4: 1,663 shares; 2022Q1: 1,668 shares; 2022Q2: 1,673 shares 1,673$241K0.22%+5Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,352 shares; 2021Q4: 5,352 shares; 2022Q1: 5,353 shares; 2022Q2: 5,403 shares 5,403$230K0.21%+50Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 1,209 shares; 2022Q1: 1,213 shares; 2022Q2: 1,218 shares 1,218$203K0.19%+5Timeline

Sold out in Q2 2022

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NVDANVIDIA CORPORATION1,269$346Kshares

How Q2 2022 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-22-008837 base2022-07-14acceptance time not in the bulk data set