Piershale Financial Group as of March 31, 2019
Portfolio Holdings for Piershale Financial Group
Piershale Financial Group holds 22 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab Strategic Tr us lrg cap etf (SCHX) | 19.2 | $32M | 476k | 67.61 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 18.6 | $31M | 120k | 259.13 | |
| SPDR Barclays Capital Long Term Tr (SPTL) | 13.3 | $22M | 612k | 36.39 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 12.9 | $22M | 195k | 111.19 | |
| iShares Lehman MBS Bond Fund (MBB) | 12.8 | $21M | 201k | 106.36 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 6.7 | $11M | 141k | 79.43 | |
| Invesco Qqq Trust Series 1 (QQQ) | 4.3 | $7.2M | 40k | 179.66 | |
| Schwab Strategic Tr us reit etf (SCHH) | 4.2 | $7.1M | 160k | 44.43 | |
| Schwab Strategic Tr cmn (SCHV) | 4.0 | $6.7M | 123k | 54.74 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 2.0 | $3.4M | 66k | 51.88 | |
| At&t (T) | 0.3 | $510k | 16k | 31.33 | |
| Home Depot (HD) | 0.2 | $399k | 2.1k | 191.92 | |
| Cisco Systems (CSCO) | 0.2 | $333k | 6.2k | 54.02 | |
| General Mills (GIS) | 0.1 | $248k | 4.8k | 51.73 | |
| Spdr Series Trust cmn (HYMB) | 0.1 | $253k | 4.4k | 57.54 | |
| Itm - Vaneck Vectors Amt Free Int Muni (ITM) | 0.1 | $251k | 5.1k | 48.76 | |
| Wal-Mart Stores (WMT) | 0.1 | $229k | 2.3k | 97.53 | |
| International Business Machines (IBM) | 0.1 | $226k | 1.6k | 141.25 | |
| Procter & Gamble Company (PG) | 0.1 | $225k | 2.2k | 104.21 | |
| Walt Disney Company (DIS) | 0.1 | $209k | 1.9k | 111.29 | |
| Direxion Daily Large Cp Bull 3X (SPXL) | 0.1 | $208k | 4.4k | 46.85 | |
| Zynga | 0.0 | $53k | 10k | 5.30 |
