PIERSHALE FINANCIAL GROUP, INC. [Rocket]

Holdings

PIERSHALE FINANCIAL GROUP, INC.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
SCHWAB US LC ETF	SCHX	Equities	305,493	305,493	15,998,668,000	15,998,668,000	10.19		Hist	06/30/2023
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	DIA		46,444	46,444	15,969,769,000	15,969,769,000	10.18		Hist	06/30/2023
INVESCO QQQ TRUST, SERIES 1	QQQ	ETF	17,991	17,991	6,646,235,000	6,646,235,000	4.24		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHG	Common	85,301	85,301	6,393,310,000	6,393,310,000	4.07		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHV	Common	93,239	93,239	6,255,405,000	6,255,405,000	3.99		Hist	06/30/2023
ISHARES MSCI EAFE INDEX FUND	EFA	ETF	85,857	85,857	6,224,632,000	6,224,632,000	3.97		Hist	06/30/2023
DARDEN RESTAURANTS INC	DRI	Common	1,117	1,117	186,706,000	186,706,000	0.12	0.00	Hist	06/30/2023
Walmart Inc.	WMT	Common	1,124	1,124	176,628,000	176,628,000	0.11	0.00	Hist	06/30/2023
Alphabet Inc.	GOOG	COM	1,220	1,220	147,583,000	147,583,000	0.09		Hist	06/30/2023
INTERNATIONAL BUSINESS MACHINES CORP	IBM	Common	1,050	1,050	140,500,000	140,500,000	0.09		Hist	06/30/2023
AbbVie Inc.	ABBV	COM	971	971	130,867,000	130,867,000	0.08		Hist	06/30/2023
Alphabet Inc.	GOOGL	COM	1,060	1,060	126,882,000	126,882,000	0.08		Hist	06/30/2023
YUM BRANDS INC	YUM	Common	883	883	122,407,000	122,407,000	0.08		Hist	06/30/2023
US BANCORP \DE\	USB	Common	3,086	3,086	101,961,000	101,961,000	0.06	0.00	Hist	06/30/2023
VERIZON COMMUNICATIONS INC	VZ	Common	2,694	2,694	100,190,000	100,190,000	0.06		Hist	06/30/2023
ARBOR REALTY TRUST INC	ABR	Common	5,478	5,478	81,183,000	81,183,000	0.05		Hist	06/30/2023
Norwegian Cruise Line Holdings Ltd.	NCLH	SHS	3,312	3,312	72,102,000	72,102,000	0.05	0.00	Hist	06/30/2023
Tesla, Inc.	TSLA	COM	270	270	70,678,000	70,678,000	0.05		Hist	06/30/2023
SKYWORKS SOLUTIONS, INC.	SWKS	Common	636	636	70,440,000	70,440,000	0.04	0.00	Hist	06/30/2023
ILLINOIS TOOL WORKS INC	ITW	Common	270	270	67,543,000	67,543,000	0.04		Hist	06/30/2023
ADVENT CONVERTIBLE & INCOME FUND	AVK	Common	5,603	5,603	65,666,000	65,666,000	0.04		Hist	06/30/2023
Motorola Solutions, Inc.	MSI	COM	220	220	64,528,000	64,528,000	0.04		Hist	06/30/2023
CHEVRON CORP	CVX	Common	400	400	62,940,000	62,940,000	0.04	0.00	Hist	06/30/2023
TETRA TECH INC	TTEK	Common	380	380	62,221,000	62,221,000	0.04		Hist	06/30/2023
JOHNSON & JOHNSON	JNJ	Common	348	348	57,601,000	57,601,000	0.04		Hist	06/30/2023
DOMINOS PIZZA INC	DPZ	Common	165	165	55,618,000	55,618,000	0.04	0.00	Hist	06/30/2023
EXELON CORP	EXC	Common	1,357	1,357	55,270,000	55,270,000	0.04	0.00	Hist	06/30/2023
COSTCO WHOLESALE CORP /NEW	COST	Common	100	100	53,838,000	53,838,000	0.03		Hist	06/30/2023
Warner Bros. Discovery, Inc.	WBD	Common	4,071	4,071	51,050,000	51,050,000	0.03		Hist	06/30/2023
Yum China Holdings, Inc.	YUMC	Common	831	831	46,946,000	46,946,000	0.03	0.00	Hist	06/30/2023
ONEOK INC /NEW/	OKE	Common	745	745	45,952,000	45,952,000	0.03	0.00	Hist	06/30/2023
EXXON MOBIL CORP	XOM	Common	420	420	45,008,000	45,008,000	0.03	0.00	Hist	06/30/2023
COMCAST CORP	CMCSA	Common	1,067	1,067	44,348,000	44,348,000	0.03		Hist	06/30/2023
VANGUARD INDEX FDS SANDP 500 ETF	VOO	STOCK	103	103	41,848,000	41,848,000	0.03		Hist	06/30/2023
Constellation Energy Corp	CEG	Common	418	418	38,268,000	38,268,000	0.02		Hist	06/30/2023
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