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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$158B
$4,000 0.0% of portfolio
112
Q2 2023 Added 1.82%
$89.3B
$1,000 0.0% of portfolio
26
Q4 2022 New
$81.8B
$3,000 0.0% of portfolio
100
Q4 2022 New
$47B
$1,000 0.0% of portfolio
25
Q4 2022 New
$152B
$4,000 0.0% of portfolio
67
Q4 2022 New
$34.5B
$2,000 0.0% of portfolio
38
Q1 2023 Added 2.7%
$26.1B
$5,000 0.0% of portfolio
100
Q4 2022 New
$14.9B
$0 0.0% of portfolio
5
Q4 2022 New
$14.3B
$1,000 0.0% of portfolio
25
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
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