Gyl Financial Synergies
Latest statistics and disclosures from Gyl Financial Synergies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QUAL, MSFT, RSP, AAPL, IUSB, and represent 22.25% of Gyl Financial Synergies's stock portfolio.
- Added to shares of these 10 stocks: IUSB (+$32M), ICF (+$15M), IJR (+$10M), VCLT (+$6.0M), MBB (+$5.6M), GEHC, MCK, MUB, UDR, T.
- Started 44 new stock positions in ELF, DKS, AMH, ESGE, KWR, SYY, AIT, DOL, SNPS, WFC.
- Reduced shares in these 10 stocks: PWR, VHT, DE, VZ, FR, QUAL, , CPT, LSCC, DVN.
- Sold out of its positions in A, ET, LSCC, PAG, RWO, XLU.
- Gyl Financial Synergies was a net buyer of stock by $72M.
- Gyl Financial Synergies has $1.2B in assets under management (AUM), dropping by 17.42%.
- Central Index Key (CIK): 0001767715
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Gyl Financial Synergies holds 365 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 7.6 | $92M | 626k | 147.14 |
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Microsoft Corporation (MSFT) | 4.3 | $52M | 139k | 376.04 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.1 | $50M | 316k | 157.80 |
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Apple (AAPL) | 3.3 | $40M | 210k | 192.53 |
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Ishares Tr Core Total Usd (IUSB) | 2.8 | $34M | +1594% | 742k | 46.07 |
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JPMorgan Chase & Co. (JPM) | 2.1 | $26M | 151k | 170.10 |
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Amazon (AMZN) | 2.1 | $25M | 167k | 151.94 |
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Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $22M | 161k | 139.69 |
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Ishares Msci Emrg Chn (EMXC) | 1.5 | $18M | +5% | 320k | 55.41 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $17M | -4% | 36k | 475.31 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.4 | $17M | 33k | 507.38 |
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Ishares Tr Cohen Steer Reit (ICF) | 1.4 | $16M | +1379% | 278k | 58.73 |
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Procter & Gamble Company (PG) | 1.3 | $16M | -2% | 110k | 146.54 |
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Goldman Sachs (GS) | 1.3 | $16M | -2% | 42k | 385.77 |
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Ishares Tr Us Sml Cap Eqt (SMLF) | 1.3 | $16M | +2% | 263k | 58.82 |
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Meta Platforms Cl A (META) | 1.1 | $14M | 39k | 353.96 |
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Iqvia Holdings (IQV) | 1.1 | $13M | 57k | 231.38 |
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Philip Morris International (PM) | 1.1 | $13M | -2% | 140k | 94.08 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $13M | 35k | 356.66 |
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Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $12M | +576% | 113k | 108.25 |
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Chevron Corporation (CVX) | 1.0 | $12M | 80k | 149.16 |
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Visa Com Cl A (V) | 1.0 | $12M | 46k | 260.35 |
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Eli Lilly & Co. (LLY) | 1.0 | $12M | +14% | 20k | 582.93 |
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Alphabet Cap Stk Cl C (GOOG) | 1.0 | $12M | 83k | 140.93 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $11M | 23k | 477.63 |
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Pfizer (PFE) | 0.9 | $11M | +6% | 377k | 28.79 |
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Citigroup Com New (C) | 0.9 | $11M | -4% | 210k | 51.44 |
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Broadcom (AVGO) | 0.8 | $10M | -4% | 9.0k | 1116.28 |
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Zimmer Holdings (ZBH) | 0.8 | $10M | -3% | 82k | 121.70 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.8 | $9.8M | 176k | 55.67 |
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Ishares Tr Ishares Biotech (IBB) | 0.8 | $9.4M | 69k | 135.85 |
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Select Sector Spdr Tr Energy (XLE) | 0.8 | $9.4M | -3% | 112k | 83.84 |
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Ishares Tr National Mun Etf (MUB) | 0.7 | $9.0M | +38% | 83k | 108.41 |
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Johnson & Johnson (JNJ) | 0.7 | $9.0M | 57k | 156.74 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $8.8M | -6% | 37k | 237.22 |
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Vanguard Wellington Us Quality (VFQY) | 0.7 | $8.8M | +2% | 70k | 126.47 |
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Zoetis Cl A (ZTS) | 0.7 | $8.7M | 44k | 197.37 |
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Simon Property (SPG) | 0.7 | $8.6M | 60k | 142.64 |
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Pepsi (PEP) | 0.7 | $8.0M | 47k | 169.84 |
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Hilton Worldwide Holdings (HLT) | 0.6 | $7.8M | -2% | 43k | 182.09 |
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Vanguard World Fds Health Car Etf (VHT) | 0.6 | $7.4M | -20% | 30k | 250.70 |
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UnitedHealth (UNH) | 0.6 | $7.0M | 13k | 526.48 |
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Ge Healthcare Technologies I Common Stock (GEHC) | 0.6 | $6.9M | +98% | 90k | 77.32 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $6.7M | +2% | 16k | 409.53 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $6.6M | +31% | 15k | 436.81 |
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BlackRock (BLK) | 0.5 | $6.5M | 8.1k | 811.77 |
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Marriott Intl Cl A (MAR) | 0.5 | $6.4M | 28k | 225.51 |
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Ishares Gold Tr Ishares New (IAU) | 0.5 | $6.3M | -9% | 160k | 39.03 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $6.2M | 15k | 406.89 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $6.1M | 128k | 47.90 |
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.5 | $6.0M | NEW | 75k | 80.15 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $5.9M | +2% | 21k | 277.15 |
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Merck & Co (MRK) | 0.5 | $5.9M | -2% | 54k | 109.02 |
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Kinder Morgan (KMI) | 0.5 | $5.8M | -2% | 329k | 17.64 |
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NVIDIA Corporation (NVDA) | 0.5 | $5.8M | 12k | 495.21 |
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Ishares Tr Mbs Etf (MBB) | 0.5 | $5.6M | NEW | 60k | 94.08 |
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Abbvie (ABBV) | 0.4 | $5.3M | 34k | 154.97 |
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Cadence Design Systems (CDNS) | 0.4 | $5.2M | 19k | 272.37 |
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Exxon Mobil Corporation (XOM) | 0.4 | $5.2M | 52k | 99.98 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $5.1M | +2% | 15k | 350.91 |
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Lockheed Martin Corporation (LMT) | 0.4 | $5.0M | -3% | 11k | 453.23 |
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Devon Energy Corporation (DVN) | 0.4 | $5.0M | -15% | 110k | 45.30 |
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Netflix (NFLX) | 0.4 | $4.8M | 9.9k | 486.90 |
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Booking Holdings (BKNG) | 0.4 | $4.8M | -4% | 1.4k | 3547.22 |
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Union Pacific Corporation (UNP) | 0.4 | $4.8M | 19k | 245.62 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $4.7M | -12% | 28k | 170.40 |
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American Express Company (AXP) | 0.4 | $4.5M | 24k | 187.34 |
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Shell Spon Ads (SHEL) | 0.4 | $4.5M | +2% | 68k | 65.80 |
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American Tower Reit (AMT) | 0.4 | $4.4M | +39% | 21k | 215.88 |
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At&t (T) | 0.4 | $4.4M | +58% | 261k | 16.78 |
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Boston Properties (BXP) | 0.3 | $4.2M | -5% | 60k | 70.17 |
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Cummins (CMI) | 0.3 | $4.2M | 18k | 239.57 |
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Chipotle Mexican Grill (CMG) | 0.3 | $4.2M | 1.8k | 2286.96 |
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Verizon Communications (VZ) | 0.3 | $4.1M | -30% | 109k | 37.70 |
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Select Sector Spdr Tr Technology (XLK) | 0.3 | $4.1M | 21k | 192.48 |
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Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.3 | $4.1M | -8% | 41k | 99.12 |
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ConAgra Foods (CAG) | 0.3 | $3.9M | -4% | 136k | 28.66 |
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Home Depot (HD) | 0.3 | $3.8M | 11k | 346.56 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $3.8M | 50k | 76.13 |
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Coca-Cola Company (KO) | 0.3 | $3.8M | 64k | 58.93 |
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Honeywell International (HON) | 0.3 | $3.8M | 18k | 209.71 |
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.3 | $3.8M | +27% | 328k | 11.47 |
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Costco Wholesale Corporation (COST) | 0.3 | $3.6M | 5.5k | 660.05 |
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Ishares Tr Asia 50 Etf (AIA) | 0.3 | $3.6M | -5% | 62k | 57.97 |
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Microchip Technology (MCHP) | 0.3 | $3.4M | 37k | 90.18 |
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Ameriprise Financial (AMP) | 0.3 | $3.4M | +2% | 8.8k | 379.83 |
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Global X Fds Us Pfd Etf (PFFD) | 0.3 | $3.3M | +19% | 171k | 19.40 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $3.3M | -3% | 80k | 41.10 |
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Palantir Technologies Cl A (PLTR) | 0.3 | $3.2M | -9% | 188k | 17.17 |
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Wal-Mart Stores (WMT) | 0.3 | $3.2M | -2% | 20k | 157.65 |
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International Business Machines (IBM) | 0.3 | $3.1M | 19k | 163.55 |
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Brink's Company (BCO) | 0.3 | $3.1M | -3% | 36k | 87.95 |
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Danaher Corporation (DHR) | 0.3 | $3.1M | 14k | 231.33 |
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Unilever Spon Adr New (UL) | 0.3 | $3.0M | -3% | 63k | 48.48 |
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Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $3.0M | -5% | 30k | 99.74 |
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Nike CL B (NKE) | 0.2 | $2.9M | 27k | 108.57 |
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Southern Company (SO) | 0.2 | $2.8M | +3% | 40k | 70.12 |
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General Mills (GIS) | 0.2 | $2.8M | -4% | 43k | 65.14 |
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McKesson Corporation (MCK) | 0.2 | $2.7M | NEW | 5.9k | 462.98 |
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PNC Financial Services (PNC) | 0.2 | $2.7M | 18k | 154.85 |
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Prologis (PLD) | 0.2 | $2.6M | 19k | 133.30 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $2.5M | 11k | 232.65 |
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Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $2.5M | +15% | 121k | 20.71 |
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Regeneron Pharmaceuticals (REGN) | 0.2 | $2.4M | +2% | 2.8k | 878.29 |
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United Parcel Service CL B (UPS) | 0.2 | $2.4M | +17% | 15k | 157.23 |
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Select Sector Spdr Tr Financial (XLF) | 0.2 | $2.4M | 63k | 37.60 |
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Raymond James Financial (RJF) | 0.2 | $2.4M | +3% | 21k | 111.50 |
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Air Products & Chemicals (APD) | 0.2 | $2.4M | 8.6k | 273.80 |
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Quest Diagnostics Incorporated (DGX) | 0.2 | $2.3M | 17k | 137.88 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $2.3M | -2% | 41k | 56.14 |
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Freeport-mcmoran CL B (FCX) | 0.2 | $2.3M | +52% | 54k | 42.57 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $2.2M | +36% | 31k | 70.35 |
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Parker-Hannifin Corporation (PH) | 0.2 | $2.2M | 4.7k | 460.70 |
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Quanta Services (PWR) | 0.2 | $2.1M | -59% | 9.9k | 215.80 |
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Cisco Systems (CSCO) | 0.2 | $2.1M | 42k | 50.52 |
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Mondelez Intl Cl A (MDLZ) | 0.2 | $2.1M | +8% | 29k | 72.43 |
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Camden Ppty Tr Sh Ben Int (CPT) | 0.2 | $2.1M | -36% | 21k | 99.29 |
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Ishares Tr Short Treas Bd (SHV) | 0.2 | $2.1M | 19k | 110.13 |
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.2 | $2.1M | 44k | 47.09 |
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Intercontinental Exchange (ICE) | 0.2 | $2.1M | 16k | 128.43 |
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J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.2 | $2.1M | 39k | 52.52 |
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Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.2 | $2.1M | 43k | 47.56 |
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Deere & Company (DE) | 0.2 | $2.1M | -47% | 5.1k | 399.87 |
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Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.2 | $2.0M | +54% | 79k | 25.30 |
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Digital Realty Trust (DLR) | 0.2 | $2.0M | -4% | 15k | 134.58 |
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Knight-swift Transn Hldgs In Cl A (KNX) | 0.2 | $2.0M | 34k | 57.65 |
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Emerson Electric (EMR) | 0.2 | $1.9M | 20k | 97.33 |
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Udr (UDR) | 0.2 | $1.9M | NEW | 50k | 38.29 |
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Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $1.8M | 3.7k | 489.99 |
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Hologic (HOLX) | 0.1 | $1.8M | 25k | 71.45 |
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Public Storage (PSA) | 0.1 | $1.8M | +3% | 5.8k | 305.00 |
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Abbott Laboratories (ABT) | 0.1 | $1.8M | -3% | 16k | 110.07 |
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Msci (MSCI) | 0.1 | $1.8M | 3.1k | 565.65 |
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3M Company (MMM) | 0.1 | $1.7M | +12% | 16k | 109.32 |
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Servicenow (NOW) | 0.1 | $1.7M | +2% | 2.4k | 706.49 |
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S&p Global (SPGI) | 0.1 | $1.7M | 3.8k | 440.52 |
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Welltower Inc Com reit (WELL) | 0.1 | $1.7M | -3% | 19k | 90.17 |
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Invitation Homes (INVH) | 0.1 | $1.7M | +6% | 49k | 34.11 |
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M&T Bank Corporation (MTB) | 0.1 | $1.7M | 12k | 137.08 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.6M | 21k | 75.35 |
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Mid-America Apartment (MAA) | 0.1 | $1.6M | -28% | 12k | 134.46 |
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Duke Energy Corp Com New (DUK) | 0.1 | $1.6M | +3% | 16k | 97.04 |
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Diageo Spon Adr New (DEO) | 0.1 | $1.6M | 11k | 145.66 |
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Gaming & Leisure Pptys (GLPI) | 0.1 | $1.6M | -4% | 32k | 49.35 |
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Caterpillar (CAT) | 0.1 | $1.6M | +3% | 5.3k | 295.65 |
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Totalenergies Se Sponsored Ads (TTE) | 0.1 | $1.5M | 23k | 67.38 |
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Norfolk Southern (NSC) | 0.1 | $1.5M | 6.5k | 236.38 |
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DTE Energy Company (DTE) | 0.1 | $1.5M | 14k | 110.26 |
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Kimco Realty Corporation (KIM) | 0.1 | $1.5M | NEW | 71k | 21.31 |
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Verisk Analytics (VRSK) | 0.1 | $1.5M | 6.3k | 238.86 |
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Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $1.5M | +3% | 6.6k | 227.29 |
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Walt Disney Company (DIS) | 0.1 | $1.4M | 16k | 90.29 |
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Columbia Etf Tr I Diversifid Fxd (DIAL) | 0.1 | $1.4M | -28% | 79k | 18.05 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.4M | 7.1k | 200.71 |
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Automatic Data Processing (ADP) | 0.1 | $1.4M | -2% | 6.0k | 232.99 |
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $1.4M | 5.1k | 270.79 |
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Bristol Myers Squibb (BMY) | 0.1 | $1.4M | -6% | 27k | 51.31 |
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Linde SHS (LIN) | 0.1 | $1.3M | 3.3k | 410.71 |
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Bank of America Corporation (BAC) | 0.1 | $1.3M | 40k | 33.67 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.3M | -3% | 18k | 75.10 |
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Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $1.3M | -11% | 23k | 58.33 |
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Healthcare Rlty Tr Cl A Com (HR) | 0.1 | $1.3M | -33% | 75k | 17.23 |
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Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $1.3M | +4% | 28k | 45.69 |
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Starbucks Corporation (SBUX) | 0.1 | $1.3M | +3% | 13k | 96.01 |
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Eastman Chemical Company (EMN) | 0.1 | $1.3M | +2% | 14k | 89.82 |
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Adobe Systems Incorporated (ADBE) | 0.1 | $1.3M | +2% | 2.1k | 596.74 |
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Dell Technologies CL C (DELL) | 0.1 | $1.3M | -3% | 16k | 76.50 |
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Xcel Energy (XEL) | 0.1 | $1.2M | 20k | 61.91 |
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Eaton Corp SHS (ETN) | 0.1 | $1.2M | -4% | 5.1k | 240.81 |
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ON Semiconductor (ON) | 0.1 | $1.2M | 15k | 83.53 |
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J P Morgan Exchange Traded F Sustainable Muni (JMSI) | 0.1 | $1.2M | 24k | 50.53 |
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Oracle Corporation (ORCL) | 0.1 | $1.2M | 11k | 105.43 |
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $1.2M | +4% | 47k | 24.79 |
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Metropcs Communications (TMUS) | 0.1 | $1.2M | 7.3k | 160.33 |
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Archer Daniels Midland Company (ADM) | 0.1 | $1.1M | 16k | 72.22 |
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Fortrea Hldgs Common Stock (FTRE) | 0.1 | $1.1M | +8% | 33k | 34.90 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.1M | +23% | 3.6k | 303.18 |
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Listed Fd Tr Horizon Kinetics (INFL) | 0.1 | $1.1M | -2% | 34k | 31.47 |
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United Rentals (URI) | 0.1 | $1.1M | -2% | 1.8k | 573.42 |
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Qualcomm (QCOM) | 0.1 | $1.0M | 7.0k | 144.64 |
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Pvh Corporation (PVH) | 0.1 | $994k | 8.1k | 122.12 |
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Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $992k | 31k | 32.17 |
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $964k | 13k | 72.03 |
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Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $951k | +51% | 31k | 31.19 |
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Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $947k | +19% | 14k | 66.38 |
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Paypal Holdings (PYPL) | 0.1 | $945k | -10% | 15k | 61.41 |
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Vanguard World Fds Consum Stp Etf (VDC) | 0.1 | $940k | 4.9k | 190.96 |
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Tesla Motors (TSLA) | 0.1 | $932k | +3% | 3.7k | 248.48 |
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Intel Corporation (INTC) | 0.1 | $909k | -2% | 18k | 50.25 |
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Bank of New York Mellon Corporation (BK) | 0.1 | $906k | 17k | 52.05 |
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Raytheon Technologies Corp (RTX) | 0.1 | $894k | -5% | 11k | 84.14 |
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BP Sponsored Adr (BP) | 0.1 | $881k | -8% | 25k | 35.40 |
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Cigna Corp (CI) | 0.1 | $875k | -3% | 2.9k | 299.44 |
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $871k | +2% | 2.3k | 376.87 |
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Motorola Solutions Com New (MSI) | 0.1 | $843k | 2.7k | 313.06 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $841k | 6.2k | 136.39 |
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McDonald's Corporation (MCD) | 0.1 | $835k | -5% | 2.8k | 296.56 |
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $812k | -7% | 8.9k | 91.39 |
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Amgen (AMGN) | 0.1 | $810k | -2% | 2.8k | 288.06 |
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GSK Sponsored Adr (GSK) | 0.1 | $793k | 21k | 37.06 |
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Allstate Corporation (ALL) | 0.1 | $793k | -2% | 5.7k | 139.98 |
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FedEx Corporation (FDX) | 0.1 | $790k | 3.1k | 252.99 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $776k | +5% | 11k | 73.55 |
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Carrier Global Corporation (CARR) | 0.1 | $761k | -2% | 13k | 57.45 |
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Gilead Sciences (GILD) | 0.1 | $742k | -8% | 9.2k | 81.01 |
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $740k | -7% | 9.6k | 77.02 |
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Loews Corporation (L) | 0.1 | $731k | 11k | 69.59 |
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Mastercard Incorporated Cl A (MA) | 0.1 | $724k | -8% | 1.7k | 426.49 |
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General Electric Com New (GE) | 0.1 | $723k | -2% | 5.7k | 127.62 |
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Republic Services (RSG) | 0.1 | $718k | 4.4k | 164.93 |
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Sanofi Sponsored Adr (SNY) | 0.1 | $707k | -3% | 14k | 49.73 |
|
Ishares Core Msci Emkt (IEMG) | 0.1 | $698k | +2% | 14k | 50.58 |
|
Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $664k | -41% | 8.6k | 77.51 |
|
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $664k | 2.5k | 262.26 |
|
|
Medtronic SHS (MDT) | 0.1 | $660k | -2% | 8.0k | 82.38 |
|
Boeing Company (BA) | 0.1 | $658k | 2.5k | 260.70 |
|
|
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $654k | -3% | 6.6k | 99.79 |
|
Apollo Global Mgmt (APO) | 0.1 | $646k | 6.9k | 93.19 |
|
|
Ishares Tr Broad Usd High (USHY) | 0.1 | $636k | +43% | 18k | 36.35 |
|
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $631k | 6.0k | 105.23 |
|
|
FactSet Research Systems (FDS) | 0.1 | $623k | 1.3k | 477.05 |
|
|
CSX Corporation (CSX) | 0.1 | $614k | 18k | 34.67 |
|
|
Dominion Resources (D) | 0.1 | $614k | -36% | 13k | 47.00 |
|
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $612k | 9.8k | 62.66 |
|
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $587k | -2% | 3.6k | 165.27 |
|
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $575k | -5% | 3.2k | 178.83 |
|
Rio Tinto Sponsored Adr (RIO) | 0.0 | $566k | +2% | 7.6k | 74.46 |
|
Colgate-Palmolive Company (CL) | 0.0 | $565k | +2% | 7.1k | 79.71 |
|
Texas Instruments Incorporated (TXN) | 0.0 | $557k | +2% | 3.3k | 170.46 |
|
Nextera Energy (NEE) | 0.0 | $544k | -42% | 9.0k | 60.74 |
|
Comcast Corp Cl A (CMCSA) | 0.0 | $536k | 12k | 43.85 |
|
|
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $535k | +16% | 13k | 40.21 |
|
salesforce (CRM) | 0.0 | $533k | 2.0k | 263.14 |
|
|
Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $530k | -11% | 13k | 40.68 |
|
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $529k | -39% | 11k | 50.23 |
|
Expro Group Holdings Nv (XPRO) | 0.0 | $517k | -7% | 33k | 15.92 |
|
Monster Beverage Corp (MNST) | 0.0 | $512k | 8.9k | 57.61 |
|
|
AES Corporation (AES) | 0.0 | $511k | 27k | 19.25 |
|
|
Electronic Arts (EA) | 0.0 | $507k | 3.7k | 136.79 |
|
|
Spdr Ser Tr S&p Kensho New (KOMP) | 0.0 | $497k | +10% | 11k | 46.70 |
|
Hormel Foods Corporation (HRL) | 0.0 | $496k | +2% | 15k | 32.11 |
|
ConocoPhillips (COP) | 0.0 | $485k | 4.2k | 116.07 |
|
|
Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $475k | 4.9k | 96.84 |
|
|
General Dynamics Corporation (GD) | 0.0 | $470k | 1.8k | 259.71 |
|
|
Vistaoutdoor (VSTO) | 0.0 | $470k | -2% | 16k | 29.57 |
|
Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $470k | +8% | 6.0k | 77.73 |
|
Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.0 | $466k | 11k | 42.85 |
|
|
Ingersoll Rand (IR) | 0.0 | $466k | +7% | 6.0k | 77.34 |
|
Realty Income (O) | 0.0 | $465k | 8.1k | 57.42 |
|
|
Alcoa (AA) | 0.0 | $461k | -64% | 14k | 34.00 |
|
Spdr Gold Tr Gold Shs (GLD) | 0.0 | $461k | -11% | 2.4k | 191.13 |
|
PPG Industries (PPG) | 0.0 | $460k | -17% | 3.1k | 149.55 |
|
AutoNation (AN) | 0.0 | $457k | -2% | 3.0k | 150.16 |
|
Sempra Energy (SRE) | 0.0 | $447k | 6.0k | 74.73 |
|
|
Thermo Fisher Scientific (TMO) | 0.0 | $441k | 831.00 | 530.84 |
|
|
Ishares Tr Select Divid Etf (DVY) | 0.0 | $424k | -24% | 3.6k | 117.22 |
|
Webster Financial Corporation (WBS) | 0.0 | $421k | -6% | 8.3k | 50.76 |
|
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $420k | +69% | 4.0k | 104.46 |
|
Paramount Global Class B Com (PARA) | 0.0 | $418k | -11% | 28k | 14.79 |
|
Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $414k | -5% | 5.3k | 78.13 |
|
Ishares Tr Rus Top 200 Etf (IWL) | 0.0 | $414k | +4% | 3.6k | 115.09 |
|
Ishares Tr Eafe Value Etf (EFV) | 0.0 | $407k | 7.8k | 52.10 |
|
|
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $400k | 7.7k | 52.00 |
|
|
Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $396k | 4.3k | 91.41 |
|
|
Ishares Tr Core High Dv Etf (HDV) | 0.0 | $394k | -16% | 3.9k | 101.99 |
|
Illinois Tool Works (ITW) | 0.0 | $392k | 1.5k | 261.94 |
|
|
First Industrial Realty Trust (FR) | 0.0 | $391k | -79% | 7.4k | 52.67 |
|
Wisdomtree Tr Us Total Dividnd (DTD) | 0.0 | $384k | 5.9k | 65.38 |
|
|
Target Corporation (TGT) | 0.0 | $364k | -2% | 2.6k | 142.42 |
|
Palo Alto Networks (PANW) | 0.0 | $361k | -28% | 1.2k | 294.88 |
|
Haleon Spon Ads (HLN) | 0.0 | $359k | 44k | 8.23 |
|
|
Ishares Esg Awr Msci Em (ESGE) | 0.0 | $353k | NEW | 11k | 32.06 |
|
Trane Technologies SHS (TT) | 0.0 | $352k | -5% | 1.4k | 243.90 |
|
Otis Worldwide Corp (OTIS) | 0.0 | $342k | -2% | 3.8k | 89.48 |
|
Veralto Corp Com Shs (VLTO) | 0.0 | $340k | NEW | 4.1k | 82.26 |
|
Novartis Sponsored Adr (NVS) | 0.0 | $338k | -5% | 3.3k | 100.97 |
|
Enterprise Products Partners (EPD) | 0.0 | $335k | 13k | 26.35 |
|
|
AutoZone (AZO) | 0.0 | $334k | -7% | 129.00 | 2585.61 |
|
Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $332k | 686.00 | 484.00 |
|
|
CoStar (CSGP) | 0.0 | $329k | +6% | 3.8k | 87.39 |
|
Corning Incorporated (GLW) | 0.0 | $329k | -16% | 11k | 30.45 |
|
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $327k | 4.1k | 79.22 |
|
|
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $326k | 2.8k | 116.29 |
|
|
PGT | 0.0 | $320k | +4% | 7.9k | 40.70 |
|
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $311k | +21% | 4.0k | 77.39 |
|
Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $303k | NEW | 6.3k | 47.74 |
|
Coupang Cl A (CPNG) | 0.0 | $300k | NEW | 19k | 16.19 |
|
Select Sector Spdr Tr Indl (XLI) | 0.0 | $297k | 2.6k | 113.99 |
|
|
Capital One Financial (COF) | 0.0 | $286k | 2.2k | 131.12 |
|
|
Lowe's Companies (LOW) | 0.0 | $285k | 1.3k | 222.55 |
|
|
Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $283k | 3.1k | 91.05 |
|
|
Casey's General Stores (CASY) | 0.0 | $283k | +4% | 1.0k | 274.74 |
|
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $279k | +3% | 5.3k | 52.20 |
|
New Mountain Finance Corp (NMFC) | 0.0 | $278k | 22k | 12.72 |
|
|
Ingredion Incorporated (INGR) | 0.0 | $277k | 2.6k | 108.53 |
|
|
Texas Roadhouse (TXRH) | 0.0 | $277k | +4% | 2.3k | 122.23 |
|
Emcor (EME) | 0.0 | $276k | +8% | 1.3k | 215.43 |
|
Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $274k | -2% | 9.8k | 27.99 |
|
LKQ Corporation (LKQ) | 0.0 | $273k | +2% | 5.7k | 47.79 |
|
A. O. Smith Corporation (AOS) | 0.0 | $272k | +6% | 3.3k | 82.44 |
|
Elf Beauty (ELF) | 0.0 | $268k | NEW | 1.9k | 144.34 |
|
Altria (MO) | 0.0 | $264k | +3% | 6.5k | 40.34 |
|
Nuveen Muni Value Fund (NUV) | 0.0 | $264k | -6% | 31k | 8.60 |
|
WESCO International (WCC) | 0.0 | $263k | +7% | 1.5k | 173.88 |
|
Blackstone Group Inc Com Cl A (BX) | 0.0 | $262k | +3% | 2.0k | 130.90 |
|
United Cmnty Bks Ga Cap Stk (UCBI) | 0.0 | $261k | NEW | 8.9k | 29.26 |
|
Dick's Sporting Goods (DKS) | 0.0 | $261k | NEW | 1.8k | 146.95 |
|
Myr (MYRG) | 0.0 | $255k | +9% | 1.8k | 144.63 |
|
Yeti Hldgs (YETI) | 0.0 | $253k | NEW | 4.9k | 51.78 |
|
Fair Isaac Corporation (FICO) | 0.0 | $253k | -32% | 217.00 | 1164.01 |
|
Super Micro Computer (SMCI) | 0.0 | $252k | +19% | 885.00 | 284.26 |
|
Berry Plastics (BERY) | 0.0 | $251k | +5% | 3.7k | 67.39 |
|
Encompass Health Corp (EHC) | 0.0 | $250k | +4% | 3.7k | 66.72 |
|
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $250k | 6.2k | 40.06 |
|
|
Phillips 66 (PSX) | 0.0 | $247k | NEW | 1.9k | 133.14 |
|
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $246k | 1.5k | 164.40 |
|
|
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $241k | -7% | 1.1k | 213.33 |
|
National Fuel Gas (NFG) | 0.0 | $241k | 4.8k | 50.17 |
|
|
CVS Caremark Corporation (CVS) | 0.0 | $240k | -17% | 3.0k | 78.96 |
|
Wisdomtree Tr Intl Equity Fd (DWM) | 0.0 | $240k | 4.6k | 52.51 |
|
|
Selective Insurance (SIGI) | 0.0 | $239k | +4% | 2.4k | 99.48 |
|
Packaging Corporation of America (PKG) | 0.0 | $238k | NEW | 1.5k | 162.91 |
|
Wisdomtree Tr Intl Lrgcap Dv (DOL) | 0.0 | $238k | NEW | 4.8k | 49.26 |
|
Paychex (PAYX) | 0.0 | $237k | -10% | 2.0k | 119.11 |
|
Tenet Healthcare Corp Com New (THC) | 0.0 | $234k | NEW | 3.1k | 75.57 |
|
Synopsys (SNPS) | 0.0 | $234k | NEW | 454.00 | 514.91 |
|
Oneok (OKE) | 0.0 | $233k | 3.3k | 70.21 |
|
|
Wells Fargo & Company (WFC) | 0.0 | $232k | NEW | 4.7k | 49.22 |
|
Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $230k | NEW | 304.00 | 756.92 |
|
Select Sector Spdr Tr Communication (XLC) | 0.0 | $230k | -11% | 3.2k | 72.65 |
|
Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $228k | NEW | 5.7k | 40.12 |
|
Vanguard Index Fds Value Etf (VTV) | 0.0 | $227k | -5% | 1.5k | 149.50 |
|
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $227k | 3.7k | 61.90 |
|
|
Intuit (INTU) | 0.0 | $225k | -11% | 361.00 | 624.49 |
|
EastGroup Properties (EGP) | 0.0 | $225k | NEW | 1.2k | 183.54 |
|
Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $224k | -20% | 2.5k | 89.29 |
|
Becton, Dickinson and (BDX) | 0.0 | $223k | +9% | 916.00 | 243.83 |
|
Global X Fds Glb X Mlp Enrg I (MLPX) | 0.0 | $223k | -21% | 5.0k | 44.62 |
|
Rbc Cad (RY) | 0.0 | $223k | NEW | 2.2k | 101.13 |
|
Science App Int'l (SAIC) | 0.0 | $221k | NEW | 1.8k | 124.32 |
|
Micron Technology (MU) | 0.0 | $219k | NEW | 2.6k | 85.35 |
|
Brown & Brown (BRO) | 0.0 | $216k | NEW | 3.0k | 71.11 |
|
Spdr Ser Tr Dj Reit Etf (RWR) | 0.0 | $214k | NEW | 2.2k | 95.32 |
|
Toronto Dominion Bk Ont Com New (TD) | 0.0 | $214k | NEW | 3.3k | 64.62 |
|
Quaker Chemical Corporation (KWR) | 0.0 | $213k | NEW | 1.0k | 213.42 |
|
Dupont De Nemours (DD) | 0.0 | $213k | -7% | 2.8k | 76.93 |
|
SYSCO Corporation (SYY) | 0.0 | $212k | NEW | 2.9k | 73.13 |
|
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $211k | NEW | 6.8k | 31.01 |
|
Airbnb Com Cl A (ABNB) | 0.0 | $210k | -14% | 1.5k | 136.14 |
|
American Homes 4 Rent Cl A (AMH) | 0.0 | $209k | NEW | 5.8k | 35.96 |
|
Kenvue (KVUE) | 0.0 | $207k | NEW | 9.6k | 21.53 |
|
Northrop Grumman Corporation (NOC) | 0.0 | $207k | NEW | 442.00 | 468.14 |
|
RBB Motley Fool Gbl (TMFG) | 0.0 | $207k | NEW | 7.4k | 27.82 |
|
Avery Dennison Corporation (AVY) | 0.0 | $206k | NEW | 1.0k | 202.16 |
|
Charles Schwab Corporation (SCHW) | 0.0 | $206k | NEW | 3.0k | 68.80 |
|
International Paper Company (IP) | 0.0 | $204k | NEW | 5.7k | 36.15 |
|
Cdw (CDW) | 0.0 | $203k | NEW | 894.00 | 227.23 |
|
Portland Gen Elec Com New (POR) | 0.0 | $203k | NEW | 4.7k | 43.34 |
|
Applied Industrial Technologies (AIT) | 0.0 | $202k | NEW | 1.2k | 172.69 |
|
W.R. Berkley Corporation (WRB) | 0.0 | $201k | NEW | 2.8k | 70.72 |
|
Axcelis Technologies Com New (ACLS) | 0.0 | $201k | +20% | 1.5k | 129.69 |
|
Lakeland Ban (LBAI) | 0.0 | $153k | NEW | 10k | 14.79 |
|
Bgc Group Cl A (BGC) | 0.0 | $149k | 21k | 7.22 |
|
|
Monroe Cap (MRCC) | 0.0 | $128k | -12% | 18k | 7.06 |
|
Stitch Fix Com Cl A (SFIX) | 0.0 | $58k | NEW | 16k | 3.57 |
|
Past Filings by Gyl Financial Synergies
SEC 13F filings are viewable for Gyl Financial Synergies going back to 2018
- Gyl Financial Synergies 2023 Q4 filed Feb. 9, 2024
- Gyl Financial Synergies 2023 Q3 filed Nov. 6, 2023
- Gyl Financial Synergies 2023 Q2 filed Aug. 14, 2023
- Gyl Financial Synergies 2023 Q1 filed May 15, 2023
- Gyl Financial Synergies 2022 Q4 filed Feb. 6, 2023
- Gyl Financial Synergies 2022 Q3 filed Nov. 1, 2022
- Gyl Financial Synergies 2022 Q2 filed Aug. 1, 2022
- Gyl Financial Synergies 2022 Q1 filed May 5, 2022
- Gyl Financial Synergies 2021 Q4 filed Feb. 8, 2022
- Gyl Financial Synergies 2021 Q3 filed Nov. 1, 2021
- Gyl Financial Synergies 2021 Q2 filed Aug. 2, 2021
- Gyl Financial Synergies 2021 Q1 filed May 4, 2021
- Gyl Financial Synergies 2020 Q4 filed Feb. 2, 2021
- Gyl Financial Synergies 2020 Q3 filed Nov. 6, 2020
- Gyl Financial Synergies 2020 Q2 filed Aug. 4, 2020
- Gyl Financial Synergies 2020 Q1 filed May 5, 2020