SEC 13F Intelligence

Managers / Q3 2021 · view latest →

PIERSHALE FINANCIAL GROUP, INC.

CIK 0001554815 · 1531 S. GROVE AVE, SUITE 206, BARRINGTON, IL, 60010 · 847-713-8070

Reported Value
$243M
Q3 2021
Positions
29
Filings on Record
19
2019–present window
Filed
Oct 20, 2021
original filing

Summary

Piershale Financial Group, Inc. reported $243M in U.S.-listed holdings across 29 positions for Q3 2021.

The portfolio is heavily concentrated: Schwab Strategic Tr alone accounts for 32.2% of reported value.

Compared with Q2 2021, the fund opened 9 new positions and exited 9.

Portfolio Metrics

Turnover
+42.7%
vs prior filed quarter
Top-10 Concentration
+95.8%
share of reported value
Largest Position
+32.2%
Schwab Strategic Tr
New / Exited
9 / 9
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $165MQ4 ’18Q1 ’19: $167MQ2 ’19: $175MQ3 ’19: $177MQ3 ’19Q4 ’19: $187MQ1 ’20: $83MQ2 ’20: $172MQ2 ’20Q3 ’20: $174MQ4 ’20: $208MQ1 ’21: $231MQ1 ’21Q2 ’21: $254MQ3 ’21: $243MQ4 ’21: $262MQ4 ’21Q1 ’22: $110MQ2 ’22: $108MQ3 ’22: $133MQ3 ’22Q4 ’22: $121MQ1 ’23: $127MQ2 ’23: $157MQ2 ’23filingsflow.com

Portfolio Composition

By security type
ETP: 86.6%Common Stock: 13.4%
  • ETP · 86.6% · $210M
  • Common Stock · 13.4% · $33M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
PROSHARES TRNEW+313.5K313.5K+$38M$38M
SCHWAB STRATEGIC TRNEW+358.3K358.3K+$16M$16M
IYMISHARES TRNEW+130.3K130.3K+$16M$16M
MRNAMODERNA INCNEW+10.3K10.3K+$4M$4M
BXBLACKSTONE INCNEW+32.8K32.8K+$4M$4M
NETCLOUDFLARE INCNEW+33.7K33.7K+$4M$4M
CLFCLEVELAND-CLIFFS INC NEWNEW+183.4K183.4K+$4M$4M
DKSDICKS SPORTING GOODS INCNEW+30.2K30.2K+$4M$4M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2021

21 positions
#IssuerClass% PortfolioValueShares
1SCHWAB STRATEGIC TRUS LRG CAP ETF · US SML CAP ETF · US REIT ETF · US MID-CAP ETF32.22%$78M1.01M
2IYMISHARES TRU.S. BAS MTL ETF · SP SMCP600VL ETF · S&P MC 400VL ETF · S&P SML 600 GWT · IBOXX INV CP ETF · IBOXX HI YD ETF27.16%$66M583.5K
3PROSHARES TRPSHS ULT S&P 50015.48%$38M313.5K
4SPDR DOW JONES INDL AVERAGEUT SER 111.74%$28M84.2K
5MRNAMODERNA INChistory →COM1.63%$4M10.3K
6BXBLACKSTONE INChistory →COM1.57%$4M32.8K
7NETCLOUDFLARE INChistory →CL A COM1.56%$4M33.7K
8CLFCLEVELAND-CLIFFS INC NEWhistory →COM1.50%$4M183.4K
9DKSDICKS SPORTING GOODS INChistory →COM1.49%$4M30.2K
10NUENUCOR CORPhistory →COM1.45%$4M35.7K
11AAALCOA CORPhistory →COM1.32%$3M65.4K
12NVDANVIDIA CORPORATIONhistory →COM1.06%$3M12.4K
13AAPLAPPLE INCCOM0.46%$1M7.9K
14HDHOME DEPOT INCCOM0.31%$750,0002.3K
15ABTABBOTT LABSCOM0.23%$558,0004.7K
16TAT&T INCCOM0.20%$488,00018.1K
17MSFTMICROSOFT CORPCOM0.16%$398,0001.4K
18GISGENERAL MLS INCCOM0.13%$313,0005.2K
19CSCOCISCO SYS INCCOM0.12%$291,0005.4K
20PGPROCTER AND GAMBLE COCOM0.11%$258,0001.8K
21GOOGALPHABET INCCAP STK CL0.10%$237,00089

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2023$157M269Jul 6, 202313F-HRchanges · EDGAR ↗
Q1 2023$127M297Apr 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$121M299Jan 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$133M11Oct 26, 202213F-HRchanges · EDGAR ↗
Q2 2022$108M10Jul 14, 202213F-HRchanges · EDGAR ↗
Q1 2022$110M11Apr 11, 202213F-HRchanges · EDGAR ↗
Q4 2021$262M21Jan 21, 202213F-HRchanges · EDGAR ↗
Q3 2021$243M29Oct 20, 202113F-HRchanges · EDGAR ↗
Q2 2021$254M29Jul 15, 202113F-HRchanges · EDGAR ↗
Q1 2021$231M29Apr 20, 202113F-HRchanges · EDGAR ↗
Q4 2020$208M27Jan 14, 202113F-HRchanges · EDGAR ↗
Q3 2020$174M19Oct 19, 202013F-HRchanges · EDGAR ↗
Q2 2020$172M22Jul 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$83M9Apr 17, 202013F-HRchanges · EDGAR ↗
Q4 2019$187M19Jan 16, 202013F-HRchanges · EDGAR ↗
Q3 2019$177M18Oct 25, 201913F-HRchanges · EDGAR ↗
Q2 2019$175M16Jul 26, 201913F-HRchanges · EDGAR ↗
Q1 2019$167M22Apr 18, 201913F-HRchanges · EDGAR ↗
Q4 2018$165M21Jan 22, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.