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Temp30.3°C
UV0.3
Feels37.4°C
Humidity70%
Wind20.5 km/h
Air QualityAQI 1
Cloud Cover25%
Rain86%
Sunrise05:58 AM
Sunset06:47 PM
Time6:05 PM
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Cayman Journal
29 April 2026
13F HOLDINGS REPORT

PIERSHALE FINANCIAL GROUP, INC.

Quarter ended Q3 2023 · Filed July 6, 2023 · Accession 0001214659-23-009301

Total Value
$156.9M
Positions
269
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (269)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78468R663981,076$90.1M57.40%
2SCHWAB STRATEGIC TR808524201305,493$16.0M10.19%
3SPDR DOW JONES INDL AVERAGE78467X10946,444$16.0M10.18%
4INVESCO QQQ TRIVZ17,991$6.6M4.24%
5SCHWAB STRATEGIC TR80852430085,301$6.4M4.07%
6SCHWAB STRATEGIC TR80852440993,239$6.3M3.99%
7ISHARES TR46428746585,857$6.2M3.97%
8APPLE INCAAPL9,271$1.8M1.15%
9HOME DEPOT INCHD2,350$729,9590.47%
10ABBOTT LABSABLZF5,105$556,5320.35%
11GENERAL MLS INC3703341045,495$421,4890.27%
12MICROSOFT CORPMSFT952$324,1940.21%
13CISCO SYS INCCSCO5,405$279,6470.18%
14AT&T INCT-PC17,219$274,6400.18%
15PROCTER AND GAMBLE CO7427181091,595$241,9520.15%
16PEPSICO INCPEP1,231$227,9480.15%
17DARDEN RESTAURANTS INCDRI1,117$186,7060.12%
18WALMART INCWMT1,124$176,6280.11%
19ALPHABET INCGOOG1,220$147,5830.09%
20INTERNATIONAL BUSINESS MACHSINTR1,050$140,5000.09%
21ABBVIE INCABBV971$130,8670.08%
22ALPHABET INCGOOG1,060$126,8820.08%
23NVIDIA CORPORATIONNVDA298$126,0600.08%
24YUM BRANDS INCYUM883$122,4070.08%
25US BANCORP DELUSB-PS3,086$101,9610.06%
26VERIZON COMMUNICATIONS INCVZ2,694$100,1900.06%
27ARBOR REALTY TRUST INCABR-PF5,478$81,1830.05%
28NORWEGIAN CRUISE LINE HLDG LNCLH3,312$72,1020.05%
29TESLA INCTSLA270$70,6780.05%
30SKYWORKS SOLUTIONS INCSWKS636$70,4400.04%
31ILLINOIS TOOL WKS INC452308109270$67,5430.04%
32ADVENT CONV & INCOME FD00764C1095,603$65,6660.04%
33MOTOROLA SOLUTIONS INCMSI220$64,5280.04%
34CHEVRON CORP NEWCVX400$62,9400.04%
35TETRA TECH INC NEWTTEK380$62,2210.04%
36JOHNSON & JOHNSONJNJ348$57,6010.04%
37DOMINOS PIZZA INCDPZ165$55,6180.04%
38EXELON CORPEXC1,357$55,2700.04%
39COSTCO WHSL CORP NEW22160K105100$53,8380.03%
40WARNER BROS DISCOVERY INCWBD4,071$51,0500.03%
41DIREXION SHS ETF TR25460G3364,898$48,3430.03%
42YUM CHINA HLDGS INCYUMC831$46,9460.03%
43ONEOK INC NEWOKE745$45,9520.03%
44EXXON MOBIL CORPXOM420$45,0080.03%
45COMCAST CORP NEWCCZ1,067$44,3480.03%
46VANGUARD INDEX FDS922908363103$41,8480.03%
47CONSTELLATION ENERGY CORPCEG418$38,2680.02%
48SPDR SER TR78464A763311$38,1230.02%
49AMAZON COM INCAMZN276$35,9790.02%
50ADOBE SYSTEMS INCORPORATEDADBE70$34,2290.02%
51BERKSHIRE HATHAWAY INC DELBRK-A100$34,1000.02%
52VANECK ETF TRUST92189F1061,128$33,9570.02%
53ADAMS DIVERSIFIED EQUITY FD0062121041,920$32,2760.02%
54MCDONALDS CORPMCD100$29,8410.02%
55UNITED PARCEL SERVICE INCUPS165$29,6300.02%
56BOEING COBA-PA140$29,5620.02%
57ROYAL CARIBBEAN GROUPV7780T103284$29,4620.02%
58UNIVERSAL DISPLAY CORPOLED200$28,8260.02%
59VANECK ETF TRUST92189F791804$28,6700.02%
60SCHWAB STRATEGIC TR808524797395$28,6490.02%
61NEUROCRINE BIOSCIENCES INCNBIX300$28,2900.02%
62RELIANCE STEEL & ALUMINUM CORS100$27,1590.02%
63INVESCO EXCH TRADED FD TR IIIVZ625$25,8440.02%
64PGIM HIGH YIELD BOND FUND INISD2,069$25,6930.02%
65ISHARES TR464288802271$25,3760.02%
66STARBUCKS CORPSBUX250$24,7650.02%
67NUVEEN REAL ASSET INCOME & G67074Y1052,077$23,7220.02%
68DEERE & CODE57$23,0960.01%
69NORTHERN TR CORPNTRSO300$22,2420.01%
70INVESCO EXCHANGE TRADED FD TIVZ385$21,7100.01%
71EVERSOURCE ENERGYES306$21,7020.01%
72APPLIED MATLS INC038222105150$21,6810.01%
73CITIGROUP INCC-PR450$20,7180.01%
74ACCENTURE PLC IRELANDACN66$20,3660.01%
753M COMMM201$20,1460.01%
76GRAINGER W W INC38480210425$19,7150.01%
77AIRBNB INCABNB150$19,2240.01%
78INVESCO EXCH TRD SLF IDX FDIVZ275$19,0440.01%
79ISHARES TR46429B697250$18,5820.01%
80BLACKROCK ENERGY & RES TRBLK1,538$18,5200.01%
81WALGREENS BOOTS ALLIANCE INC931427108633$18,0220.01%
82FIDELITY COVINGTON TRUST316092600275$17,3580.01%
83VOYA GLBL EQTY DIV & PREM OP92912T1003,350$17,2180.01%
84EATON VANCE TAX MNGED BUY WRETN1,226$17,0280.01%
85GENUINE PARTS COGPC100$16,9230.01%
86OPEN TEXT CORPOTEX400$16,6200.01%
87ALLSPRING INCOME OPPORTUNITEAD2,520$16,2510.01%
88SALESFORCE INCCRM75$15,8440.01%
89PORTILLOS INC73642K106700$15,7710.01%
90TEKLA HEALTHCARE INVSHQH922$15,7280.01%
91STRYKER CORPORATIONSYK50$15,2540.01%
92SANFILIPPO JOHN B & SON INCJBSS128$15,0110.01%
93DOVER CORPDOV100$14,7650.01%
94BLACKROCK ENHANCED EQUITY DIBLK1,756$14,6420.01%
95PRUDENTIAL FINL INCPUKPF158$13,9670.01%
96KIMBERLY-CLARK CORPKMB101$13,9440.01%
97BOYD GAMING CORPBYD200$13,8740.01%
98EQUITY LIFESTYLE PPTYS INC29472R108202$13,5120.01%
99SYSCO CORPSYY181$13,4300.01%
100PACKAGING CORP AMER695156109100$13,2160.01%
101QUALCOMM INCQCOM109$12,9750.01%
102TORONTO DOMINION BK ONTTORO200$12,4020.01%
103ISHARES TR464287176110$11,7930.01%
104ESSENTIAL UTILS INC29670G102285$11,3740.01%
105TEKLA LIFE SCIENCES INVSHQL839$11,3540.01%
106VANGUARD SCOTTSDALE FDS92206C664150$11,3430.01%
107LOWES COS INC54866110750$11,2850.01%
108TERADYNE INCTER100$11,1330.01%
109META PLATFORMS INCMETA38$10,9050.01%
110SOUTHERN COSOMN150$10,5380.01%
111FOUR CORNERS PPTY TR INC35086T109414$10,5160.01%
112ISHARES TR46428720023$10,2510.01%
113WEYERHAEUSER CO MTN BEWY300$10,0530.01%
114S&P GLOBAL INCSPGI25$10,0220.01%
115MONDELEZ INTL INC609207105137$9,9930.01%
116ARCHER DANIELS MIDLAND COADM128$9,6720.01%
117EMERSON ELEC COEMR107$9,6720.01%
118MEDTRONIC PLCMDT109$9,6030.01%
119WHIRLPOOL CORPWHR-PA64$9,4690.01%
120DTE ENERGY CODTK86$9,4620.01%
121BUNGE LIMITEDBG100$9,4350.01%
122CVS HEALTH CORPCVS135$9,3300.01%
123BROOKFIELD CORP11271J107276$9,2870.01%
124ISHARES TR464287739105$9,1090.01%
125AKAMAI TECHNOLOGIES INCAKAM100$8,9870.01%
126DISNEY WALT CO254687106100$8,9280.01%
127SCHWAB STRATEGIC TR808524870164$8,5990.01%
128WELLTOWER INCWELL105$8,4930.01%
129BEST BUY INCBBY100$8,1950.01%
130ALBEMARLE CORPALB-PA36$8,1160.01%
131FREEPORT-MCMORAN INCFCX200$8,0000.01%
132FORD MTR CO DEL345370860526$7,9580.01%
133LITHIUM AMERS CORP NEWLTUM379$7,6600.00%
134REALTY INCOME CORPO123$7,3540.00%
135LIVENT CORPLIVG266$7,2960.00%
136BLOCK H & R INCBSQKZ227$7,2340.00%
137ALLIANT ENERGY CORPLNT136$7,1370.00%
138TARGET CORPTGT54$7,1230.00%
139MERCADOLIBRE INCMELI6$7,1080.00%
140ULTA BEAUTY INCULTA15$7,0590.00%
141HIGH INCOME SECS FD42968F1081,047$6,7850.00%
142SYNCHRONY FINANCIALSYF-PB200$6,7840.00%
143WP CAREY INC92936U109100$6,7560.00%
144SCHWAB STRATEGIC TR808524888200$6,7540.00%
145GENERAL ELECTRIC CO36960430161$6,7010.00%
146INTEL CORPINTC200$6,6880.00%
147RIO TINTO PLCRTNTF100$6,3840.00%
148VANGUARD WHITEHALL FDS921946794100$6,3200.00%
149SCOTTS MIRACLE-GRO COSMG100$6,2690.00%
150CATERPILLAR INCCAT25$6,1510.00%
151NUTRIEN LTDNTR100$5,9050.00%
152TITAN MACHY INCKMCM200$5,9000.00%
153BEAZER HOMES USA INCBZH200$5,6580.00%
154ISHARES TR46428744058$5,6030.00%
155DEVON ENERGY CORP NEW25179M103116$5,5840.00%
156BROOKFIELD INFRAST PARTNERSG16252101151$5,5120.00%
157BOSTON SCIENTIFIC CORPBSX100$5,4090.00%
158VALE S AVALE400$5,3680.00%
159FIRST TR NAS100 EQ WEIGHTED33734410550$5,3450.00%
160INVESCO EXCH TRADED FD TR IIIVZ183$5,3380.00%
161VANECK ETF TRUST92189F429300$5,3010.00%
162PPL CORPPPLC200$5,2920.00%
163BLOCK INCBSQKZ79$5,2590.00%
164VANGUARD INDEX FDS92290874437$5,2580.00%
165STANLEY BLACK & DECKER INCSWK56$5,2480.00%
166HEALTHPEAK PROPERTIES INCDOC259$5,2060.00%
167CARMAX INCKMX62$5,1890.00%
168UBER TECHNOLOGIES INCUBER120$5,1800.00%
169KINDER MORGAN INC DELEP-PC300$5,1660.00%
170SCHWAB STRATEGIC TR808524847264$5,1560.00%
171INVESCO EXCH TRADED FD TR IIIVZ67$5,1180.00%
172TAIWAN SEMICONDUCTOR MFG LTD87403910050$5,0460.00%
173NEXTERA ENERGY INCNEE-PW67$4,9710.00%
174BORGWARNER INCBWA100$4,8910.00%
175TEGNA INC87901J105300$4,8720.00%
176UNIVERSAL HEALTH RLTY INCOME91359E105100$4,7580.00%
177NEW YORK CMNTY BANCORP INC649445103421$4,7290.00%
178SOUNDHOUND AI INCSOUNW1,000$4,5500.00%
179J P MORGAN EXCHANGE TRADED F46641Q33280$4,4380.00%
180ENTERPRISE PRODS PARTNERS L293792107164$4,3150.00%
181CHIPOTLE MEXICAN GRILL INCCMG2$4,2780.00%
182ETSY INCETSY50$4,2300.00%
183SSR MINING INSSRGF290$4,1160.00%
184PFIZER INCPFE112$4,0930.00%
185ENNIS INCEBF200$4,0760.00%
186SELECT SECTOR SPDR TR81369Y50650$4,0580.00%
187EQUITY COMWLTH294628102200$4,0520.00%
188CARNIVAL CORPCUKPF200$3,7660.00%
189CRONOS GROUP INCCRON1,909$3,7610.00%
190ENBRIDGE INCENNPF100$3,7150.00%
191B & G FOODS INC NEWBGS265$3,6890.00%
192ENERGY TRANSFER L PET-PI288$3,6580.00%
193INNOVATIVE INDL PPTYS INCINHD50$3,6500.00%
194BARRICK GOLD CORP067901108212$3,5890.00%
195LINDE PLCLIN9$3,4300.00%
196LEGGETT & PLATT INCLEG113$3,3470.00%
197JUNIPER NETWORKS INC48203R104100$3,1330.00%
198HONDA MOTOR LTDHNDAF100$3,0310.00%
199MRC GLOBAL INC55345K103300$3,0210.00%
200DOUGLAS DYNAMICS INCPLOW100$2,9880.00%
201SCHWAB CHARLES CORPSCHW-PJ53$2,9820.00%
202PROSHARES TR74347G440175$2,9720.00%
203SPIRIT AIRLS INC848577102166$2,8490.00%
204M & T BK CORP55261F10423$2,8460.00%
205URANIUM ENERGY CORPUEC800$2,7200.00%
206TAKEDA PHARMACEUTICAL CO LTDTKPHF173$2,7180.00%
207GOLUB CAP BDC INC38173M102200$2,7000.00%
208KYNDRYL HLDGS INCKD200$2,6560.00%
209PINTEREST INCPINS95$2,5970.00%
210STEM INCSTEM450$2,5740.00%
211QORVO INCQRVO25$2,5510.00%
212CVR PARTNERS LPUAN31$2,5160.00%
213GENERAL MTRS CO37045V10065$2,5060.00%
214SOFI TECHNOLOGIES INCSOFI300$2,5020.00%
215AMKOR TECHNOLOGY INCAMKR83$2,4690.00%
216AUGMEDIX INC05105P107500$2,4050.00%
217NEWELL BRANDS INCNWL250$2,1750.00%
218SYNAPTICS INCSYNA25$2,1340.00%
219DT MIDSTREAM INCDTM43$2,1320.00%
220CEMEX SAB DE CVCXMSF300$2,1240.00%
221NUVASIVE INCNU50$2,0800.00%
222DOW INCDOW38$2,0400.00%
223PIEDMONT LITHIUM INC72016P10534$1,9620.00%
224THE LION ELECTRIC COMPANY5362211041,000$1,8500.00%
225NIO INCNIOIF180$1,7440.00%
226PAYPAL HLDGS INCPYPL26$1,7350.00%
227BHP GROUP LTDBHPLF29$1,7110.00%
228KRAFT HEINZ COKHC48$1,7040.00%
229NATIONAL GRID PLCNMPWP25$1,6830.00%
230BAIDU INCBAIDF12$1,6430.00%
231FIDELITY COVINGTON TRUST31609238650$1,6400.00%
232GE HEALTHCARE TECHNOLOGIES IGEHC20$1,6250.00%
233V F CORPVFC85$1,6230.00%
234TEXTAINER GROUP HOLDINGS LTDG8766E10940$1,5750.00%
235MGM RESORTS INTERNATIONALMGM34$1,4930.00%
236SPLUNK INC84863710414$1,4850.00%
237AURINIA PHARMACEUTICALS INCAUPH150$1,4520.00%
238BANK AMERICA CORP06050510449$1,4150.00%
239CEVA INCCEVA50$1,2780.00%
240DOCUSIGN INCDOCU25$1,2770.00%
241JAZZ PHARMACEUTICALS PLCJAZZ10$1,2400.00%
242KOSMOS ENERGY LTDKOS200$1,1980.00%
243CROWN CASTLE INCCCI10$1,1390.00%
244HEALTHCARE RLTY TR42226K10554$1,0180.00%
245BROOKFIELD ASSET MANAGMT LTD11300410531$1,0120.00%
246RIVIAN AUTOMOTIVE INCRIVN55$9160.00%
247JETBLUE AWYS CORP477143101100$8860.00%
248SUNCOKE ENERGY INCSXC106$8340.00%
249PLUG POWER INCPLUG75$7790.00%
250NOW INCDNOW75$7770.00%
251VANECK ETF TRUST92189H8059$7480.00%
252DOLLAR TREE INCDLTR5$7180.00%
253COINBASE GLOBAL INCCOIN10$7160.00%
254LIFEWAY FOODS INCLWAY100$6730.00%
255FIRST MAJESTIC SILVER CORPAG119$6720.00%
256CLEAN ENERGY FUELS CORPCLNE121$6000.00%
257INSEEGO CORPINSG925$5950.00%
258PROTO LABS INCPRLB17$5940.00%
259NORDIC AMERICAN TANKERS LIMINAT144$5280.00%
260KONTOOR BRANDS INCKTB12$5050.00%
261KULR TECHNOLOGY GROUP INCKULR740$4740.00%
262SPDR S&P 500 ETF TRSPY1$4550.00%
263CANOPY GROWTH CORPCGC1,105$4290.00%
264GOLD RESOURCE CORPGORO662$4170.00%
265AURORA CANNABIS INCACB780$4170.00%
266AMC ENTMT HLDGS INC00165C10480$3520.00%
267SNDL INCSNDL254$3480.00%
268ETF MANAGERS TR26924G50882$2450.00%
269BRAINSTORM CELL THERAPEUTICSBCLI100$2060.00%