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| Name: |
PIERSHALE FINANCIAL GROUP, INC. |
| City: |
CRYSTAL LAKE |
| State: |
IL |
| Zip: |
60014 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MSFT |
Microsoft Corp |
12 |
- |
$412.32 |
$324,000 |
952 |
0.21% |
50,000 |
0 |
0 |
Application Software |
|
|
GOOG |
Alphabet Inc |
19 |
- |
$171.58 |
$148,000 |
1,220 |
0.09% |
21,000 |
0 |
0 |
Search Engines & Info... |
|
|
IBM |
International Business Mach... |
20 |
- |
$166.27 |
$141,000 |
1,050 |
0.09% |
3,000 |
0 |
0 |
Diversified Computer ... |
|
|
GOOGL |
Alphabet Inc |
22 |
- |
$169.96 |
$127,000 |
1,060 |
0.08% |
17,000 |
0 |
0 |
Search Engines & Info... |
|
|
USB |
US Bancorp Delaware |
25 |
- |
$41.54 |
$102,000 |
3,086 |
0.06% |
-9,000 |
0 |
0 |
Domestic Regional Banks |
|
|
VZ |
Verizon Communications Inc |
26 |
- |
$39.79 |
$100,000 |
2,694 |
0.06% |
-5,000 |
0 |
0 |
Telecom Services - Do... |
|
|
NCLH |
Norwegian Cruise Line Holdi... |
28 |
- |
$16.20 |
$72,000 |
3,312 |
0.05% |
27,000 |
0 |
0.001 |
N/A |
|
|
TSLA |
Tesla Motors Inc |
29 |
- |
$177.81 |
$71,000 |
270 |
0.05% |
15,000 |
0 |
0 |
Auto Manufacturers |
|
|
CVX |
Chevron Corp |
34 |
- |
$165.45 |
$63,000 |
400 |
0.04% |
-2,000 |
0 |
0 |
Integrated Oil & Gas |
|
|
TTEK |
Tetra Tech Inc |
35 |
- |
$212.36 |
$62,000 |
380 |
0.04% |
6,000 |
0 |
0.001 |
Technical Services |
|
|
DPZ |
Dominos Pizza Inc |
37 |
- |
$517.26 |
$56,000 |
165 |
0.04% |
2,000 |
0 |
0 |
Food Wholesale |
|
|
EXC |
Exelon Corp |
38 |
- |
$38.33 |
$55,000 |
1,357 |
0.04% |
-2,000 |
0 |
0 |
Multi Utilities |
|
|
COST |
Costco Wholesale Corp |
39 |
- |
$779.04 |
$54,000 |
100 |
0.03% |
4,000 |
0 |
0 |
Discount, Variety Stores |
|
|
WBD |
Warner Bros Discovery Ord S... |
40 |
- |
$8.04 |
$51,000 |
4,071 |
0.03% |
-10,000 |
0 |
0 |
Broadcasting - TV |
|
|
VOO |
Vanguard S&P 500 Etf |
46 |
- |
$478.15 |
$42,000 |
103 |
0.03% |
3,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
CEG |
Constellation Energy Corp |
47 |
- |
$215.91 |
$38,000 |
418 |
0.02% |
5,000 |
0 |
0 |
N/A |
|
|
AMZN |
Amazon.com Inc |
49 |
- |
$189.50 |
$36,000 |
276 |
0.02% |
7,000 |
0 |
0 |
Internet Software & S... |
|
|
GDX |
VanEck Vectors Gold Miners ETF |
50 |
- |
$34.07 |
$34,000 |
1,128 |
0.02% |
-2,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
BRK.B |
Berkshire Hathaway B |
52 |
- |
$408.82 |
$34,000 |
100 |
0.02% |
3,000 |
0 |
0 |
Property & Casualty I... |
|
|
ADBE |
Adobe Systems Inc |
51 |
- |
$482.65 |
$34,000 |
70 |
0.02% |
7,000 |
0 |
0 |
Application Software |
|
|
BA |
Boeing Co |
54 |
- |
$181.25 |
$30,000 |
140 |
0.02% |
0 |
0 |
0 |
Aerospace/Defense - M... |
|
|
MCD |
McDonalds Corp |
56 |
- |
$267.95 |
$30,000 |
100 |
0.02% |
2,000 |
0 |
0 |
Restaurants |
|
|
OLED |
Universal Display Corp |
60 |
- |
$173.76 |
$29,000 |
200 |
0.02% |
-2,000 |
0 |
0 |
Computer Peripherals |
|
|
RCL |
Royal Caribbean Cruises Ltd |
58 |
- |
$141.74 |
$29,000 |
284 |
0.02% |
10,000 |
0 |
0 |
Sporting and Park Ent... |
|
|
GDXJ |
Market Vectors Junior Gold ... |
57 |
- |
$43.67 |
$29,000 |
804 |
0.02% |
-3,000 |
0 |
0.001 |
Closed - End Fund - Debt |
|
|
NBIX |
Neurocrine Biosciences Inc |
61 |
- |
$139.66 |
$28,000 |
300 |
0.02% |
-2,000 |
0 |
0 |
Biotechnology |
|
|
SPHD |
Invesco S&P 500 High Divide... |
64 |
- |
$44.73 |
$26,000 |
625 |
0.02% |
0 |
0 |
0 |
N/A |
|
|
SBUX |
Starbucks Corp |
66 |
- |
$75.68 |
$25,000 |
250 |
0.02% |
-1,000 |
0 |
0 |
Specialty Eateries |
|
|
DE |
Deere & Co |
68 |
- |
$409.00 |
$23,000 |
57 |
0.01% |
-1,000 |
0 |
0 |
Farm & Construction M... |
|
|
NTRS |
Northern Trust Corp |
69 |
- |
$86.78 |
$22,000 |
300 |
0.01% |
-4,000 |
0 |
0.002 |
Domestic Regional Banks |
|
|
AMAT |
Applied Materials Inc |
71 |
- |
$206.33 |
$22,000 |
150 |
0.01% |
4,000 |
0 |
0 |
Semiconductor Equipme... |
|
|
PHO |
Invesco Water Resource Port |
70 |
- |
$67.88 |
$22,000 |
385 |
0.01% |
1,000 |
0 |
0 |
Closed - End Fund - Debt |
|
|
ES |
Eversource Energy |
72 |
- |
$61.76 |
$22,000 |
306 |
0.01% |
-2,000 |
0 |
0 |
Electric Utilities |
|
|
C |
Citigroup Inc |
73 |
- |
$63.32 |
$21,000 |
450 |
0.01% |
0 |
0 |
0 |
Domestic Money Center... |
|
|
GWW |
WW Grainger Inc |
74 |
- |
$956.21 |
$20,000 |
25 |
0.01% |
3,000 |
0 |
0 |
Electronics Wholesale |
|
|
ACN |
Accenture Plc |
75 |
- |
$306.61 |
$20,000 |
66 |
0.01% |
1,000 |
0 |
0 |
Management Services |
|
|
DEF |
Invesco Defensive Equity ETF |
77 |
- |
$76.99 |
$19,000 |
275 |
0.01% |
0 |
0 |
0.011 |
Closed - End Fund - Debt |
|
|
USMV |
iShares MSCI USA Minimum Vo... |
78 |
- |
$0.00 |
$19,000 |
250 |
0.01% |
1,000 |
0 |
0 |
N/A |
|
|
ABNB |
Airbnb, Inc. |
79 |
- |
$147.05 |
$19,000 |
150 |
0.01% |
0 |
0 |
0 |
N/A |
|
|
GPC |
Genuine Parts Co |
82 |
- |
$155.34 |
$17,000 |
100 |
0.01% |
0 |
0 |
0.009 |
Auto Parts Wholesale |
|
|
FHLC |
Fidelity Msci Health Care I... |
83 |
- |
$67.59 |
$17,000 |
275 |
0.01% |
0 |
0 |
0 |
N/A |
|
|
OTEX |
Open Text Corporation (USA) |
85 |
- |
$30.13 |
$17,000 |
400 |
0.01% |
2,000 |
0 |
0 |
Internet Software & S... |
|
|
PTLO |
Portillos Inc. |
87 |
- |
$0.00 |
$16,000 |
700 |
0.01% |
1,000 |
0 |
0.008 |
N/A |
|
|
CRM |
Salesforce.com Inc |
88 |
- |
$275.17 |
$16,000 |
75 |
0.01% |
1,000 |
0 |
0 |
Internet Software & S... |
|
|
SYK |
Stryker Corp |
92 |
- |
$330.86 |
$15,000 |
50 |
0.01% |
1,000 |
0 |
0 |
Medical Instruments &... |
|
|
DOV |
Dover Corp |
94 |
- |
$184.95 |
$15,000 |
100 |
0.01% |
0 |
0 |
0 |
Conglomerates |
|
|
JBSS |
Sanfilippo John B & Son Inc |
93 |
- |
$103.16 |
$15,000 |
128 |
0.01% |
3,000 |
0 |
0 |
Processed & Packaged ... |
|
|
ELS |
Equity Lifestyle Properties... |
96 |
- |
$63.04 |
$14,000 |
202 |
0.01% |
0 |
0 |
0 |
REIT - Housing/Apartm... |
|
|
PRU |
Prudential Financial Inc |
97 |
- |
$117.95 |
$14,000 |
158 |
0.01% |
1,000 |
0 |
0 |
Life & Health Insurance |
|
|
KMB |
Kimberly Clark Corp |
98 |
- |
$136.66 |
$14,000 |
101 |
0.01% |
0 |
0 |
0 |
Paper & Paper Products |
|
|
BYD |
Boyd Gaming Corp |
95 |
- |
$54.12 |
$14,000 |
200 |
0.01% |
1,000 |
0 |
0 |
Gambling/Resorts |
|
|
QCOM |
QUALCOMM Inc |
100 |
- |
$180.54 |
$13,000 |
109 |
0.01% |
-1,000 |
0 |
0 |
Communication Equipment |
|
|
SYY |
SYSCO Corp |
101 |
- |
$75.15 |
$13,000 |
181 |
0.01% |
-1,000 |
0 |
0 |
Food Wholesale |
|
|
PKG |
Packaging Corp Of America |
99 |
- |
$180.38 |
$13,000 |
100 |
0.01% |
-1,000 |
0 |
0 |
Paper & Paper Products |
|
|
TD |
Toronto-Dominion Bank (USA) |
102 |
- |
$56.13 |
$12,000 |
200 |
0.01% |
0 |
0 |
0 |
Domestic Money Center... |
|
|
TER |
Teradyne Inc |
109 |
- |
$122.61 |
$11,000 |
100 |
0.01% |
0 |
0 |
0 |
Semiconductor Equipme... |
|
|
LOW |
Lowes Companies Inc |
111 |
- |
$236.13 |
$11,000 |
50 |
0.01% |
1,000 |
0 |
0 |
Home Improvement Stores |
|
|
FCPT |
Four Corners Property Trust... |
104 |
- |
$24.23 |
$11,000 |
414 |
0.01% |
0 |
0 |
0.005 |
N/A |
|
|
SO |
Southern Co |
108 |
- |
$78.25 |
$11,000 |
150 |
0.01% |
1,000 |
0 |
0 |
Electric Utilities |
|
|
VTWO |
Vanguard Russell 2000 Etf |
106 |
- |
$83.19 |
$11,000 |
150 |
0.01% |
0 |
0 |
0 |
N/A |
|
|
WTRG |
Essential Utilities Ord Shs |
110 |
- |
$51.94 |
$11,000 |
285 |
0.01% |
-1,000 |
0 |
0 |
Water Utilities |
|
|
FB |
Meta Platforms Inc |
105 |
- |
$475.42 |
$11,000 |
38 |
0.01% |
3,000 |
0 |
0 |
Internet Service Prov... |
|
|
EMR |
Emerson Electric Co |
118 |
- |
$115.59 |
$10,000 |
107 |
0.01% |
1,000 |
0 |
0 |
Industrial Electrical... |
|
|
SPGI |
S&P Global Inc |
113 |
- |
$432.29 |
$10,000 |
25 |
0.01% |
1,000 |
0 |
0 |
Publishing |
|
|
MDLZ |
Mondelez International Inc |
112 |
- |
$70.20 |
$10,000 |
137 |
0.01% |
0 |
0 |
0 |
Food - Major Diversified |
|
|
WY |
Weyerhaeuser Co |
114 |
- |
$31.13 |
$10,000 |
300 |
0.01% |
1,000 |
0 |
0 |
Lumber,Wood Production |
|
|
BG |
Bunge Ltd |
127 |
- |
$105.98 |
$9,000 |
100 |
0.01% |
-1,000 |
0 |
0 |
Agricultural & Fertil... |
|
|
BN |
BROOKFIELD Corp |
122 |
- |
$44.25 |
$9,000 |
276 |
0.01% |
0 |
0 |
0 |
N/A |
|
|
AKAM |
Akamai Technologies Inc |
123 |
- |
$102.46 |
$9,000 |
100 |
0.01% |
1,000 |
0 |
0 |
Internet Software & S... |
|
|
SCHP |
Schwab U.S. Tips Etf |
121 |
- |
$51.66 |
$9,000 |
164 |
0.01% |
0 |
0 |
0 |
N/A |
|
|
DIS |
Walt Disney Co |
126 |
- |
$105.80 |
$9,000 |
100 |
0.01% |
-1,000 |
0 |
0 |
Entertainment - Diver... |
|
|
IYR |
iShares Dow Jones US Real E... |
120 |
- |
$86.40 |
$9,000 |
105 |
0.01% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
DTE |
DTE Energy Co |
124 |
- |
$116.33 |
$9,000 |
86 |
0.01% |
0 |
0 |
0 |
Electric Utilities |
|
|
F |
Ford Motor Co |
132 |
- |
$12.50 |
$8,000 |
526 |
0.01% |
1,000 |
0 |
0 |
Auto Manufacturers |
|
|
ALB |
Albemarle Corp |
131 |
- |
$133.55 |
$8,000 |
36 |
0.01% |
0 |
0 |
0 |
Synthetics |
|
|
LAAC |
Lithium Americas Argentina ... |
133 |
- |
$16.19 |
$8,000 |
379 |
0.01% |
0 |
0 |
0 |
N/A |
|
|
BBY |
Best Buy Co Inc |
130 |
- |
$74.16 |
$8,000 |
100 |
0.01% |
0 |
0 |
0 |
Electronics Stores |
|
|
FCX |
Freeport McMoRan Copper & G... |
128 |
- |
$51.08 |
$8,000 |
200 |
0.01% |
0 |
0 |
0.001 |
Copper |
|
|
WELL |
Welltower Inc |
129 |
- |
$99.16 |
$8,000 |
105 |
0.01% |
0 |
0 |
0 |
REIT - Healthcare Fac... |
|
|
O |
Realty Income Corp |
137 |
- |
$54.63 |
$7,000 |
123 |
0% |
-1,000 |
0 |
0 |
REIT - Retail |
|
|
LTHM |
Livent Corp. |
145 |
- |
$0.00 |
$7,000 |
266 |
0% |
1,000 |
0 |
0 |
N/A |
|
|
HRB |
H&R Block Inc |
135 |
- |
$49.19 |
$7,000 |
227 |
0% |
-1,000 |
0 |
0 |
Personal Services |
|
|
SCHC |
Schwab International Small-... |
138 |
- |
$36.06 |
$7,000 |
200 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
INTC |
Intel Corp |
141 |
- |
$30.09 |
$7,000 |
200 |
0% |
0 |
0 |
0 |
Semiconductor- Broad... |
|
|
TGT |
Target Corp |
144 |
- |
$164.32 |
$7,000 |
54 |
0% |
-2,000 |
0 |
0 |
Discount, Variety Stores |
|
|
SYF |
Synchrony Financial |
146 |
- |
$0.00 |
$7,000 |
200 |
0% |
1,000 |
0 |
0 |
N/A |
|
|
MELI |
Mercadolibre Inc |
134 |
- |
$1,695.40 |
$7,000 |
6 |
0% |
-1,000 |
0 |
0.009 |
Business Services |
|
|
LNT |
Alliant Energy Corp |
143 |
- |
$51.70 |
$7,000 |
136 |
0% |
0 |
0 |
0 |
Multi Utilities |
|
|
GE |
General Electric Co |
136 |
- |
$167.50 |
$7,000 |
61 |
0% |
1,000 |
0 |
0 |
Conglomerates |
|
|
ULTA |
Ulta Salon Cosmetics & Frag... |
139 |
- |
$396.67 |
$7,000 |
15 |
0% |
-1,000 |
0 |
0 |
Personal Services |
|
|
WPC |
WP Carey & Co |
140 |
- |
$57.85 |
$7,000 |
100 |
0% |
-1,000 |
0 |
0 |
Property Management |
|
|
RIO |
Rio Tinto Plc (ADR) |
150 |
- |
$70.00 |
$6,000 |
100 |
0% |
-1,000 |
0 |
0 |
Gold |
|
|
TITN |
Titan Machinery Inc |
148 |
- |
$24.18 |
$6,000 |
200 |
0% |
0 |
0 |
0 |
Consumer Services |
|
|
SMG |
The Scotts Miracle-Gro Co |
151 |
- |
$68.23 |
$6,000 |
100 |
0% |
-1,000 |
0 |
0 |
Agricultural & Fertil... |
|
|
BZH |
Beazer Homes USA Inc |
154 |
- |
$28.69 |
$6,000 |
200 |
0% |
3,000 |
0 |
0 |
Residential Construct... |
|
|
IEF |
iShares Lehman 7-10 Year Tr... |
152 |
- |
$92.80 |
$6,000 |
58 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
VYMI |
Vanguard International High... |
149 |
- |
$0.00 |
$6,000 |
100 |
0% |
0 |
0 |
0 |
N/A |
|
|
CAT |
Caterpillar Inc |
155 |
- |
$351.78 |
$6,000 |
25 |
0% |
0 |
0 |
0 |
Farm & Construction M... |
|
|
NTR |
Nutrien Ltd |
147 |
- |
$58.17 |
$6,000 |
100 |
0% |
-1,000 |
0 |
0.002 |
N/A |
|
|
BIP |
Brookfield Infrastructure P... |
153 |
- |
$30.68 |
$6,000 |
151 |
0% |
1,000 |
0 |
0 |
Electric Utilities |
|
