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Piershale Financial Group, Inc.

Portfolio Manager
Piershale Financial Group, Inc.
Performance
0% (N/A)
AUM (13F)
$156.93M
# of Holdings
269
Performance Rank
N/A
Allocation (Top 20)
N/A

Piershale Financial Group, Inc. Holdings Map

Top 50 Piershale Financial Group, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BIL
SPDR SER TR
57.4%981.1K$90.1M
-23.45%(-300.46K)
2022-Q3: 1.00M shares2022-Q4: 1.22M shares2023-Q1: 1.28M shares2023-Q2: 981.1K shares2023-06-30
SCHX
SCHWAB STRATEGIC TR
10.19%305.5K$16.0M
+101731.00%(+305.19K)
2022-Q4: 400 shares2023-Q1: 300 shares2023-Q2: 305.5K shares2023-06-30
DIA
SPDR DOW JONES INDL AVERAGE
10.18%46.4K$16.0Mnew2023-Q2: 46.4K shares2023-06-30
QQQ
INVESCO QQQ TR
4.24%18.0K$6.6M
+30393.22%(+17.93K)
2022-Q4: 59 shares2023-Q1: 59 shares2023-Q2: 18.0K shares2023-06-30
SCHG
SCHWAB STRATEGIC TR
4.07%85.3K$6.4Mnew2023-Q2: 85.3K shares2023-06-30
SCHV
SCHWAB STRATEGIC TR
3.99%93.2K$6.3M
+93139.00%(+93.14K)
2022-Q4: 112 shares2023-Q1: 100 shares2023-Q2: 93.2K shares2023-06-30
EFA
ISHARES TR
3.97%85.9K$6.2Mnew2023-Q2: 85.9K shares2023-06-30
AAPL
APPLE INC
1.15%9.3K$1.8M
+1.92%(+175)
2022-Q3: 5.2K shares2022-Q4: 5.5K shares2023-Q1: 9.1K shares2023-Q2: 9.3K shares2023-06-30
HD
HOME DEPOT INC
0.47%2.4K$730K
+0.69%(+16)
2022-Q3: 2.3K shares2022-Q4: 2.3K shares2023-Q1: 2.3K shares2023-Q2: 2.4K shares2023-06-30
ABT
ABBOTT LABS
0.35%5.1K$557K
+0.04%(+2)
2022-Q3: 4.9K shares2022-Q4: 4.9K shares2023-Q1: 5.1K shares2023-Q2: 5.1K shares2023-06-30

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