Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PIERSHALE FINANCIAL GROUP INC | 07-06-2023 | 06-30-2023 | 269 | 156,930,200 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DARDEN RESTAURANTS INC | COM | 51 | $186,706 | 1,117 | 0.00 | 0.00 | 8 | 0.72 | 06-30-2023 |
| WALMART INC | COM | 52 | $176,628 | 1,124 | 0.00 | 0.00 | 6 | 0.54 | 06-30-2023 |
| ALPHABET INC | CAP STK CL C | 53 | $147,583 | 1,220 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| INTERNATIONAL BUSINESS MACHS | COM | 54 | $140,500 | 1,050 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
