StockDriftsStockDriftsTop 50 Piershale Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SER TR | 57.4% | 981.1K | $90.1M | -23.45%(-300.46K) | — | 2023-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 10.19% | 305.5K | $16.0M | +101731.00%(+305.19K) | — | 2023-06-30 | |
| DIA | SPDR DOW JONES INDL AVERAGE | 10.18% | 46.4K | $16.0M | new | — | 2023-06-30 | |
| QQQ | INVESCO QQQ TR | 4.24% | 18.0K | $6.6M | +30393.22%(+17.93K) | — | 2023-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 4.07% | 85.3K | $6.4M | new | — | 2023-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 3.99% | 93.2K | $6.3M | +93139.00%(+93.14K) | — | 2023-06-30 | |
| EFA | ISHARES TR | 3.97% | 85.9K | $6.2M | new | — | 2023-06-30 | |
| AAPL | APPLE INC | 1.15% | 9.3K | $1.8M | +1.92%(+175) | — | 2023-06-30 | |
| HD | HOME DEPOT INC | 0.47% | 2.4K | $730K | +0.69%(+16) | — | 2023-06-30 | |
| ABT | ABBOTT LABS | 0.35% | 5.1K | $557K | +0.04%(+2) | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Piershale Financial Group, Inc. reports $156.93M in US-listed equity holdings across 269 positions in its most recent 13F filing. Its largest disclosed positions are BIL (57.4%), SCHX (10.2%) and DIA (10.2%). Figures reflect the Q2 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Piershale Financial Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1554815). View Piershale Financial Group, Inc.’s 13F filings on SEC