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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$809M
$15,000 0.01% of portfolio
128
Q4 2022 New
$455M
$15,000 0.01% of portfolio
700
Q4 2022 New
$726M
$1,000 0.0% of portfolio
50
Q4 2022 New
$565M
$4,000 0.0% of portfolio
100
Q4 2022 New
$1.67B
$0 0.0% of portfolio
1,105
Q4 2022 New
$1.8B
$4,000 0.0% of portfolio
2
Q4 2022 New
$548M
$3,000 0.0% of portfolio
265
Q4 2022 New
$344M
$5,000 0.0% of portfolio
200
Q4 2022 New
$1.31B
$0 0.0% of portfolio
780
Q4 2022 New
$1.48B
$1,000 0.0% of portfolio
150
Q4 2022 New
$1.57B
$4,000 0.0% of portfolio
290
Q4 2022 New
$1.01B
$5,000 0.0% of portfolio
200
Q4 2022 New
$1.02B
$0 0.0% of portfolio
106
Q4 2022 New
$1.69B
$1,000 0.0% of portfolio
200
Q4 2022 New
$1.59B
$3,000 0.0% of portfolio
113
Q4 2022 New
$370M
$0 0.0% of portfolio
100
Q4 2022 New
$887M
$7,000 0.0% of portfolio
266
Q4 2022 New
$553M
$4,000 0.0% of portfolio
200
Q4 2022 New
$1.14B
$0 0.0% of portfolio
925
Q4 2022 New
$1.68B
$0 0.0% of portfolio
119
Q4 2022 New
$1.45B
$0 0.0% of portfolio
75
Q1 2023 New
$1.23B
$0 0.0% of portfolio
17
Q4 2022 New
$817M
$2,000 0.0% of portfolio
31
Q2 2023 Added 10.71%
$760M
$3,000 0.0% of portfolio
1,909
Q4 2022 New
$620M
$0 0.0% of portfolio
121
Q4 2022 New
$1.13B
$3,000 0.0% of portfolio
300
Q4 2022 New
$831M
$0 0.0% of portfolio
144
Q4 2022 New
$1.65B
$0 0.0% of portfolio
75
Q4 2022 New
$587M
$2,000 0.0% 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
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