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Temp30.3°C
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Feels37.4°C
Humidity70%
Wind20.5 km/h
Air QualityAQI 1
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Sunrise05:58 AM
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Time6:05 PM
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Cayman Journal
29 April 2026
13F HOLDINGS REPORT

PIERSHALE FINANCIAL GROUP, INC.

Quarter ended Q2 2023 · Filed April 12, 2023 · Accession 0001214659-23-005278

Total Value
$126.9M
Positions
297
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (297)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78468R6631,281,539$117.7M92.75%
2APPLE INCAAPL9,096$1.5M1.18%
3HOME DEPOT INCHD2,334$688,8660.54%
4ABBOTT LABSABLZF5,103$516,7420.41%
5GENERAL MLS INC3703341045,462$466,8020.37%
6AT&T INCT-PC17,202$331,1320.26%
7CISCO SYS INCCSCO5,404$282,5140.22%
8MICROSOFT CORPMSFT952$274,4620.22%
9NVIDIA CORPORATIONNVDA964$267,7700.21%
10PROCTER AND GAMBLE CO7427181091,589$236,3060.19%
11PEPSICO INCPEP1,226$223,5330.18%
12DARDEN RESTAURANTS INCDRI1,109$172,0190.14%
13WALMART INCWMT1,118$164,8110.13%
14ABBVIE INCABBV967$154,0570.12%
15INTERNATIONAL BUSINESS MACHSINTR1,050$137,6440.11%
16ALPHABET INCGOOG1,220$126,8800.10%
17YUM BRANDS INCYUM880$116,1650.09%
18US BANCORP DELUSB-PS3,086$111,2500.09%
19ALPHABET INCGOOG1,060$109,9540.09%
20VERIZON COMMUNICATIONS INCVZ2,694$104,7700.08%
21SKYWORKS SOLUTIONS INCSWKS633$74,6430.06%
22DIREXION SHS ETF TR25460G3364,348$70,7850.06%
23CHEVRON CORP NEWCVX400$65,2640.05%
24ILLINOIS TOOL WKS INC452308109260$63,2970.05%
25ADVENT CONV & INCOME FD00764C1095,434$62,8220.05%
26MOTOROLA SOLUTIONS INCMSI219$62,7650.05%
27WARNER BROS DISCOVERY INCWBD4,071$61,4720.05%
28ARBOR REALTY TRUST INCABR-PF5,303$60,9360.05%
29EXELON CORPEXC1,357$56,8300.04%
30TESLA INCTSLA270$56,0140.04%
31TETRA TECH INC NEWTTEK380$55,8260.04%
32DOMINOS PIZZA INCDPZ165$54,4430.04%
33JOHNSON & JOHNSONJNJ347$53,7490.04%
34YUM CHINA HLDGS INCYUMC829$52,5530.04%
35EXXON MOBIL CORPXOM466$51,1400.04%
36COSTCO WHSL CORP NEW22160K105100$49,6870.04%
37ONEOK INC NEWOKE734$46,6560.04%
38NORWEGIAN CRUISE LINE HLDG LNCLH3,312$44,5460.04%
39COMCAST CORP NEWCCZ1,065$40,3910.03%
40VANGUARD INDEX FDS922908363103$38,6410.03%
41SPDR SER TR78464A763310$38,2990.03%
42VANECK ETF TRUST92189F1061,128$36,4840.03%
43CONSTELLATION ENERGY CORPCEG418$32,8130.03%
44UNITED PARCEL SERVICE INCUPS164$31,7610.03%
45VANECK ETF TRUST92189F791804$31,7570.03%
46UNIVERSAL DISPLAY CORPOLED200$31,0260.02%
47BERKSHIRE HATHAWAY INC DELBRK-A100$30,8770.02%
48NEUROCRINE BIOSCIENCES INCNBIX300$30,3660.02%
49ADAMS DIVERSIFIED EQUITY FD0062121041,914$29,7640.02%
50BOEING COBA-PA140$29,7400.02%
51SCHWAB STRATEGIC TR808524797391$28,6300.02%
52AMAZON COM INCAMZN276$28,5080.02%
53MCDONALDS CORPMCD100$27,9610.02%
54ADOBE SYSTEMS INCORPORATEDADBE70$26,9760.02%
55NORTHERN TR CORPNTRSO300$26,4390.02%
56INVESCO EXCH TRADED FD TR IIIVZ625$26,3810.02%
573M COMMM248$26,1070.02%
58STARBUCKS CORPSBUX250$26,0320.02%
59RELIANCE STEEL & ALUMINUM CORS101$25,9310.02%
60PGIM HIGH YIELD BOND FUND INISD2,017$24,6030.02%
61EVERSOURCE ENERGYES306$23,9480.02%
62NUVEEN REAL ASSET INCOME & G67074Y1052,031$23,8440.02%
63DEERE & CODE57$23,5340.02%
64WALGREENS BOOTS ALLIANCE INC931427108630$21,7950.02%
65CITIGROUP INCC-PR450$21,1000.02%
66INVESCO EXCHANGE TRADED FD TIVZ385$20,5400.02%
67INVESCO QQQ TRIVZ59$18,9350.01%
68ACCENTURE PLC IRELANDACN66$18,8630.01%
69AIRBNB INCABNB150$18,6600.01%
70ROYAL CARIBBEAN GROUPV7780T103284$18,5450.01%
71INVESCO EXCH TRD SLF IDX FDIVZ275$18,5060.01%
72APPLIED MATLS INC038222105150$18,4240.01%
73BLACKROCK ENERGY & RES TRBLK1,514$18,4050.01%
74VICTORY PORTFOLIOS II92647N824300$18,1860.01%
75ISHARES TR46429B697250$18,1850.01%
76GRAINGER W W INC38480210425$17,2200.01%
77FIDELITY CONVINGTON TRUST316092600275$16,9040.01%
78GENUINE PARTS COGPC100$16,7310.01%
79VOYA GLBL EQTY DIV & PREM OP92912T1003,273$16,6940.01%
80TEKLA HEALTHCARE INVSHQH902$15,9170.01%
81ALLSPRING INCOME OPPORTUNITEAD2,500$15,8250.01%
82EATON VANCE TAX MNGED BUY WRETN1,208$15,7690.01%
83OPEN TEXT CORPOTEX400$15,4200.01%
84DOVER CORPDOV100$15,1940.01%
85SALESFORCE INCCRM75$14,9840.01%
86PORTILLOS INC73642K106700$14,9590.01%
87BLACKROCK ENHANCED EQUITY DIBLK1,721$14,7820.01%
88SCHWAB STRATEGIC TR808524201300$14,5110.01%
89STRYKER CORPORATIONSYK50$14,2740.01%
90SYSCO CORPSYY181$13,9790.01%
91QUALCOMM INCQCOM109$13,9060.01%
92PACKAGING CORP AMER695156109100$13,8830.01%
93EQUITY LIFESTYLE PPTYS INC29472R108202$13,5600.01%
94KIMBERLY-CLARK CORPKMB101$13,5560.01%
95MEDTRONIC PLCMDT166$13,3830.01%
96PRUDENTIAL FINL INCPUKPF158$13,0990.01%
97BOYD GAMING CORPBYD200$12,8240.01%
98ESSENTIAL UTILS INC29670G102285$12,4400.01%
99SANFILIPPO JOHN B & SON INCJBSS128$12,4060.01%
100ARCHER DANIELS MIDLAND COADM153$12,1880.01%
101TORONTO DOMINION BK ONTTORO200$11,9800.01%
102ISHARES TR464287176109$11,9710.01%
103ISHARES TR46428720028$11,5100.01%
104TEKLA LIFE SCIENCES INVSHQL820$11,4170.01%
105FOUR CORNERS PPTY TR INC35086T109414$11,1200.01%
106VANGUARD SCOTTSDALE FDS92206C664150$10,8120.01%
107TERADYNE INCTER100$10,7510.01%
108SOUTHERN COSOMN150$10,4370.01%
109SPDR SER TR78464A86250$10,4310.01%
110DISNEY WALT CO254687106100$10,0130.01%
111LOWES COS INC54866110750$9,9980.01%
112CVS HEALTH CORPCVS134$9,9470.01%
113BUNGE LIMITEDBG100$9,5520.01%
114MONDELEZ INTL INC609207105137$9,5520.01%
115DTE ENERGY CODTK86$9,4200.01%
116EMERSON ELEC COEMR107$9,3240.01%
117WEYERHAEUSER CO MTN BEWY300$9,0390.01%
118BROOKFIELD CORP11271J107276$8,9950.01%
119TARGET CORPTGT54$8,9440.01%
120ISHARES TR464287739105$8,8950.01%
121SCHWAB STRATEGIC TR808524870164$8,7920.01%
122S&P GLOBAL INCSPGI25$8,6190.01%
123SELECT SECTOR SPDR TR81369Y886125$8,4610.01%
124WHIRLPOOL CORPWHR-PA63$8,3030.01%
125LITHIUM AMERS CORP NEWLTUM379$8,2470.01%
126ULTA BEAUTY INCULTA15$8,1850.01%
127FREEPORT-MCMORAN INCFCX200$8,1820.01%
128META PLATFORMS INCMETA38$8,0540.01%
129ALBEMARLE CORPALB-PA36$8,0260.01%
130BLOCK H & R INCBSQKZ227$8,0020.01%
131MERCADOLIBRE INCMELI6$7,9080.01%
132AKAMAI TECHNOLOGIES INCAKAM100$7,8300.01%
133BEST BUY INCBBY100$7,8270.01%
134REALTY INCOME CORPO123$7,7880.01%
135WP CAREY INC92936U109100$7,7450.01%
136WELLTOWER INCWELL105$7,5270.01%
137NUTRIEN LTDNTR100$7,3850.01%
138ALLIANT ENERGY CORPLNT136$7,2620.01%
139SCOTTS MIRACLE-GRO COSMG100$6,9740.01%
140RIO TINTO PLCRTNTF100$6,8600.01%
141SCHWAB STRATEGIC TR808524888200$6,7420.01%
142FORD MTR CO DEL345370860526$6,6280.01%
143HIGH INCOME SECS FD42968F1081,018$6,6140.01%
144SCHWAB STRATEGIC TR808524409100$6,5580.01%
145INTEL CORPINTC200$6,5340.01%
146VALE S AVALE400$6,3120.00%
147VANGUARD WHITEHALL FDS921946794100$6,1950.00%
148TITAN MACHY INCKMCM200$6,0900.00%
149GENERAL ELECTRIC CO36960430161$5,8320.00%
150SYNCHRONY FINANCIALSYF-PB200$5,8160.00%
151LIVENT CORPLIVG266$5,7780.00%
152DEVON ENERGY CORP NEW25179M103114$5,7510.00%
153ISHARES TR46428744058$5,7490.00%
154CATERPILLAR INCCAT25$5,7210.00%
155HEALTHPEAK PROPERTIES INCDOC259$5,6900.00%
156SELECT SECTOR SPDR TR81369Y30875$5,6030.00%
157ETSY INCETSY50$5,5660.00%
158PPL CORPPPLC200$5,5580.00%
159INVESCO EXCH TRADED FD TR IIIVZ183$5,4830.00%
160BLOCK INCBSQKZ79$5,4230.00%
161VANECK ETF TRUST92189F429300$5,2950.00%
162KINDER MORGAN INC DELEP-PC300$5,2530.00%
163NEXTERA ENERGY INCNEE-PW67$5,1640.00%
164SCHWAB STRATEGIC TR808524847264$5,1480.00%
165VANGUARD INDEX FDS92290874437$5,1100.00%
166BROOKFIELD INFRAST PARTNERSG16252101151$5,0990.00%
167CF INDS HLDGS INC12526910070$5,0740.00%
168TEGNA INC87901J105300$5,0730.00%
169FIRST TR NAS100 EQ WEIGHTED33734410550$5,0320.00%
170BOSTON SCIENTIFIC CORPBSX100$5,0030.00%
171ISHARES TR46428781225$4,9810.00%
172BORGWARNER INCBWA100$4,9110.00%
173UNIVERSAL HEALTH RLTY INCOME91359E105100$4,8110.00%
174LILLY ELI & COLLY14$4,8080.00%
175VERTEX PHARMACEUTICALS INCVRTX15$4,7260.00%
176DIGITAL RLTY TR INC25386810348$4,7190.00%
177TAIWAN SEMICONDUCTOR MFG LTD87403910050$4,6510.00%
178NORTHROP GRUMMAN CORPNOC10$4,6170.00%
179STANLEY BLACK & DECKER INCSWK56$4,5120.00%
180PFIZER INCPFE110$4,5060.00%
181SSR MINING INSSRGF290$4,3850.00%
182CONSOL ENERGY INC NEW20854L10875$4,3700.00%
183OCCIDENTAL PETE CORP67459910570$4,3700.00%
184MGP INGREDIENTS INC NEWMGPI45$4,3520.00%
185J P MORGAN EXCHANGE TRADED F46641Q33278$4,2810.00%
186MCKESSON CORPMCK12$4,2730.00%
187MERCK & CO INCMRK40$4,2560.00%
188ENNIS INCEBF200$4,2180.00%
189ENTERPRISE PRODS PARTNERS L293792107162$4,1860.00%
190EQUITY COMWLTH294628102200$4,1420.00%
191SELECT SECTOR SPDR TR81369Y50650$4,1420.00%
192B & G FOODS INC NEWBGS265$4,1150.00%
193PIONEER NAT RES CO72378710720$4,0850.00%
194CARMAX INCKMX62$3,9850.00%
195HESS CORPHESM30$3,9700.00%
196CONOCOPHILLIPSCOP40$3,9680.00%
197SCHWAB STRATEGIC TR80852483984$3,9400.00%
198BARRICK GOLD CORP067901108212$3,9370.00%
199ENBRIDGE INCENNPF100$3,8150.00%
200UBER TECHNOLOGIES INCUBER120$3,8040.00%
201NEW YORK CMNTY BANCORP INC649445103417$3,7730.00%
202HOSTESS BRANDS INC44109J106150$3,7320.00%
203CRONOS GROUP INCCRON1,909$3,7030.00%
204HF SINCLAIR CORPDINO75$3,6280.00%
205EQUINIX INCEQIX5$3,6050.00%
206LEGGETT & PLATT INCLEG113$3,6020.00%
207ENERGY TRANSFER L PET-PI288$3,5910.00%
208JUNIPER NETWORKS INC48203R104100$3,4420.00%
209CHIPOTLE MEXICAN GRILL INCCMG2$3,4170.00%
210DOUGLAS DYNAMICS INCPLOW100$3,1890.00%
211BEAZER HOMES USA INCBZH200$3,1760.00%
212ENPHASE ENERGY INCENPH15$3,1540.00%
213CHENIERE ENERGY INCLNG20$3,1520.00%
214NEWELL BRANDS INCNWL250$3,1100.00%
215PROSHARES TR74347G440175$3,0660.00%
216KYNDRYL HLDGS INCKD200$2,9520.00%
217MRC GLOBAL INC55345K103300$2,9160.00%
218SPIRIT AIRLS INC848577102166$2,8500.00%
219SYNAPTICS INCSYNA25$2,7790.00%
220M & T BK CORP55261F10423$2,7500.00%
221SCHWAB CHARLES CORPSCHW-PJ52$2,7430.00%
222GOLUB CAP BDC INC38173M102200$2,7120.00%
223MARATHON PETE CORPMARA20$2,6970.00%
224HONDA MOTOR LTDHNDAF100$2,6490.00%
225PINTEREST INCPINS95$2,5910.00%
226STEM INCSTEM450$2,5520.00%
227QORVO INCQRVO25$2,5390.00%
228CATALYST PHARMACEUTICALS INCCPRX150$2,4870.00%
229CVR PARTNERS LPUAN28$2,4840.00%
230CARNIVAL CORPCUKPF238$2,4160.00%
231GENERAL MTRS CO37045V10065$2,3840.00%
232URANIUM ENERGY CORPUEC800$2,3040.00%
233INVESCO EXCH TRADED FD TR IIIVZ20$2,2430.00%
234PBF ENERGY INCPBF50$2,1680.00%
235AMKOR TECHNOLOGY INCAMKR83$2,1600.00%
236DT MIDSTREAM INCDTM43$2,1230.00%
237DOW INCDOW38$2,0720.00%
238NUVASIVE INCNU50$2,0660.00%
239ISHARES TR46428770520$2,0550.00%
240PIEDMONT LITHIUM INC72016P10534$2,0420.00%
241PAYPAL HLDGS INCPYPL26$1,9740.00%
242V F CORPVFC85$1,9470.00%
243CANOPY GROWTH CORPCGC1,105$1,9340.00%
244NIO INCNIOIF180$1,8920.00%
245THE LION ELECTRIC COMPANY5362211041,000$1,8600.00%
246KRAFT HEINZ COKHC48$1,8560.00%
247SOFI TECHNOLOGIES INCSOFI300$1,8210.00%
248BHP GROUP LTDBHPLF29$1,8180.00%
249BAIDU INCBAIDF12$1,8110.00%
250LINDE PLCLIN5$1,7770.00%
251NATIONAL GRID PLCNMPWP25$1,7000.00%
252QUANTA SVCS INC74762E10210$1,6660.00%
253CEMEX SAB DE CVCXMSF300$1,6590.00%
254AURINIA PHARMACEUTICALS INCAUPH150$1,6440.00%
255GE HEALTHCARE TECHNOLOGIES IGEHC20$1,6410.00%
256STEEL DYNAMICS INCSTLD14$1,5830.00%
257FIDELITY CONVINGTON TRUST31609238650$1,5740.00%
258CEVA INCCEVA50$1,5220.00%
259MGM RESORTS INTERNATIONALMGM34$1,5100.00%
260KOSMOS ENERGY LTDKOS200$1,4880.00%
261JAZZ PHARMACEUTICALS PLCJAZZ10$1,4630.00%
262DOCUSIGN INCDOCU25$1,4580.00%
263BANK AMERICA CORP06050510449$1,4000.00%
264SPLUNK INC84863710414$1,3420.00%
265CROWN CASTLE INCCCI10$1,3380.00%
266TEXTAINER GROUP HOLDINGS LTDG8766E10940$1,2840.00%
267INTERNATIONAL SEAWAYS INCINSW30$1,2500.00%
268HEALTHCARE RLTY TR42226K10554$1,0440.00%
269BROOKFIELD ASSET MANAGMT LTD11300410531$1,0140.00%
270SUNCOKE ENERGY INCSXC106$9520.00%
271PLUG POWER INCPLUG75$8790.00%
272FIRST MAJESTIC SILVER CORPAG119$8580.00%
273RIVIAN AUTOMOTIVE INCRIVN55$8510.00%
274NOW INCDNOW75$8360.00%
275VANECK ETF TRUST92189H8059$7340.00%
276JETBLUE AWYS CORP477143101100$7280.00%
277DOLLAR TREE INCDLTR5$7180.00%
278GOLD RESOURCE CORPGORO662$6950.00%
279COINBASE GLOBAL INCCOIN10$6760.00%
280KULR TECHNOLOGY GROUP INCKULR740$6490.00%
281LIFEWAY FOODS INCLWAY100$6040.00%
282KONTOOR BRANDS INCKTB12$5810.00%
283NORDIC AMERICAN TANKERS LIMINAT144$5700.00%
284INVESCO EXCH TRADED FD TR IIIVZ31$5690.00%
285PROTO LABS INCPRLB17$5640.00%
286AURORA CANNABIS INCACB780$5440.00%
287INSEEGO CORPINSG925$5390.00%
288CLEAN ENERGY FUELS CORPCLNE121$5280.00%
289SPDR S&P 500 ETF TRSPY1$4180.00%
290ON SEMICONDUCTOR CORPON5$4120.00%
291SNDL INCSNDL254$4060.00%
292AMC ENTMT HLDGS INC00165C10480$4010.00%
293BRAINSTORM CELL THERAPEUTICSBCLI100$3300.00%
294ETF MANAGERS TR26924G50881$2860.00%
295ORGANIGRAM HLDGS INC68620P101400$2560.00%
296TEEKAY TANKERS LTDTNK5$2150.00%
297TILRAY BRANDS INCTLRY83$2100.00%