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  Name: PIERSHALE FINANCIAL GROUP, INC.
  City: CRYSTAL LAKE
  State: IL
  Zip: 60014
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-06-30
  Total Value : $156,935,000
  Total Value Change : $30,048,000
  Securities Held Change : -28
   
All Securities Held : 269
  New Positions : 9
  Closed Positions : 37
  Increased Positions : 52
  Unchanged Positions : 199
  Decreased Positions : 9

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Holdings Found : 9     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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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
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 1 - $0.00 $90,082,000 981,076 57.4% -27,589,000 -300,463 0.109    Closed - End Fund - E...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 23 - $904.12 $126,000 298 0.08% -142,000 -666 0    Semiconductor - Speci...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 44 - $116.15 $45,000 420 0.03% -6,000 -46 0    Integrated Oil & Gas
   (RS)1 Year Chart         RS Reliance Steel & Aluminum Co 62 - $292.81 $27,000 100 0.02% 1,000 -1 0    Metal Fabrication
   (MMM)1 Year Chart         MMM 3M Co 76 - $96.35 $20,000 201 0.01% -6,000 -47 0    Conglomerates
   (ADM)1 Year Chart         ADM Archer Daniels Midland Co 116 - $62.03 $10,000 128 0.01% -2,000 -25 0    Food - Major Diversified
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 115 - $519.81 $10,000 23 0.01% -2,000 -5 0    Closed - End Fund - E...
   (MDT)1 Year Chart         MDT Medtronic Plc 117 - $81.55 $10,000 109 0.01% -3,000 -57 0    Medical Appliances & ...
   (CCL)1 Year Chart         CCL Carnival Corp 179 - $14.30 $4,000 200 0% 2,000 -38 0.002    Sporting and Park Ent...

      9 Records Found
  1    
Page 1 of 1
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