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 Market Cap. of $10 Billions to $200 Billions
