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Home > Institutional Investor > Piershale Financial Group, Inc. > Profile

Instuitional Investor - Piershale Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Piershale Financial Group, Inc.
Portfolio Value $156,930,200
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Ser Tr
 981,076 $90,082,436 57.4%
2.
Schwab Strategic Trust
 FNDF 305,493 $15,998,668 10.19%
3.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 46,444 $15,969,769 10.17%
4.
Invesco Qqq Tr
 17,991 $6,646,235 4.23%
5.
Schwab Strategic Trust
 FNDF 85,301 $6,393,310 4.07%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)