Piershale Financial Group, Inc. Portfolio Holdings

Piershale Financial Group, Inc.

  • $157 Million
  • Q2 2023

Piershale Financial Group, Inc. has filed its 13F form on July 06, 2023 for Q2 2023 where it was disclosed a total value porftolio of $157 Million distributed in 269 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $90.1M, Schwab Strategic Tr Us Large C with a value of $16M, Spdr Dow Jones Industrial Average ETF Trust with a value of $16M, Invesco Qqq Trust, Series 1 with a value of $6.65M, and Schwab Strategic Tr Us Large C with a value of $6.39M.

Examining the 13F form we can see an increase of $30.1M in the current position value, from $127M to 157M.

Below you can find more details about Piershale Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $157 Million
ETFs: $148 Million
Technology: $3.01 Million
Consumer Cyclical: $1.57 Million
Consumer Defensive: $1.2 Million
Healthcare: $842,000
Communication Services: $767,000
Financial Services: $492,000
Industrials: $302,000
Other: $592,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$51.5B
$29,000 0.02% of portfolio
284
Q1 2023 New
$45.4B
$13,000 0.01% of portfolio
101
Q4 2022 New
$23.1B
$10,000 0.01% of portfolio
300
Q4 2022 New
$55.8B
$19,000 0.01% of portfolio
25
Q4 2022 New
$1.28T
$10,000 0.01% of portfolio
38
Q4 2022 New
$120B
$9,000 0.01% of portfolio
109
Q2 2023 Reduced 34.34%
$5.62B
$9,000 0.01% of portfolio
64
Q2 2023 Added 1.59%
$139B
$15,000 0.01% of portfolio
50
Q4 2022 New
$163B
$11,000 0.01% of portfolio
50
Q4 2022 New
$93.9B
$9,000 0.01% of portfolio
137
Q4 2022 New
$20.8B
$22,000 0.01% of portfolio
300
Q4 2022 New
$0
$11,000 0.01% of portfolio
839
Q2 2023 Added 2.32%
$157B
$10,000 0.01% of portfolio
25
Q4 2022 New
$295B
$15,000 0.01% of portfolio
75
Q4 2022 New
$762M
$15,000 0.01% of portfolio
128
Q4 2022 New
$96.4B
$10,000 0.01% of portfolio
150
Q1 2023 Reduced 21.05%
$16.7B
$11,000 0.01% of portfolio
100
Q4 2022 New
$0
$15,000 0.01% of portfolio
922
Q2 2023 Added 2.22%
$0
$17,000 0.01% of portfolio
3,350
Q2 2023 Added 2.35%
$0
$23,000 0.01% of portfolio
2,077
Q2 2023 Added 2.26%
$61.8B
$8,000 0.01% of portfolio
105
Q4 2022 New
$21.6B
$13,000 0.01% of portfolio
100
Q4 2022 New
$614M
$15,000 0.01% of portfolio
700
Q4 2022 New
$8.18B
$18,000 0.01% of portfolio
633
Q2 2023 Added 0.48%
$45.1B
$13,000 0.01% of portfolio
158
Q4 2022 New
$186B
$12,000 0.01% of portfolio
109
Q4 2022 New
$99.7B
$12,000 0.01% of portfolio
200
Q4 2022 New
$7.71B
$16,000 0.01% of portfolio
400
Q4 2022 New
$30B
$9,000 0.01% of portfolio
128
Q2 2023 Reduced 16.34%
$23.5B
$9,000 0.01% of portfolio
86
Q4 2022 New
$22.1B
$21,000 0.01% of portfolio
306
Q4 2022 New
$20.5B
$8,000 0.01% of portfolio
100
Q4 2022 New
$64.1B
$9,000 0.01% of portfolio
107
Q4 2022 New
$26.5B
$14,000 0.01% of portfolio
100
Q4 2022 New
$10B
$11,000 0.01% of portfolio
285
Q4 2022 New
$73.3B
$9,000 0.01% of portfolio
135
Q2 2023 Added 0.75%
$121B
$23,000 0.01% of portfolio
57
Q4 2022 New
$12.9B
$13,000 0.01% of portfolio
202
Q4 2022 New
$0
$17,000 0.01% of portfolio
1,226
Q2 2023 Added 1.49%
$7.34B
$13,000 0.01% of portfolio
200
Q4 2022 New
$2.23B
$10,000 0.01% of portfolio
414
Q4 2022 New
$65.2B
$8,000 0.01% of portfolio
200
Q4 2022 New
$158B
$21,000 0.01% of portfolio
150
Q4 2022 New
$70.3B
$20,000 0.01% of portfolio
201
Q2 2023 Reduced 18.95%
$123B
$20,000 0.01% of portfolio
450
Q4 2022 New
$218B
$20,000 0.01% of portfolio
66
Q4 2022 New
$54.5B
$19,000 0.01% of portfolio
150
Q4 2022 New
$16B
$16,000 0.01% of portfolio
100
Q4 2022 New
$14.4B
$8,000 0.01% of portfolio
100
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 269
  • Current Value $157 Million
  • Prior Value $127 Million
  • Filing
  • Period Q2 2023
  • Filing Date July 06, 2023
  • Form Type 13F-HR
  • Activity in Q2 2023
  • New Purchases 9 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
Track This Portfolio

Track Piershale Financial Group, Inc. Portfolio

Follow Piershale Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Piershale Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Piershale Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email