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, AMZN, and represent 22.82% of Gyl Financial Synergies's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$12M), WSC, NEE, KLAC, CME, AGG, EME, ELF, BLDR, BSV.
- Started 19 new stock positions in KLAC, AGG, DUOL, ED, GDX, DGRO, MMM, DOW, VTIP, Amentum Holdings. IWN, AMD, TRV, ELV, PSTG, BIP, WSC, CME, MCO.
- Reduced shares in these 10 stocks: ZBH (-$8.6M), , PG, PLTR, JNJ, MRK, AMT, HLT, MCHP, NKE.
- Sold out of its positions in ABNB, BLK, OWL, CSGP, IJK, SCZ, KNX, MYRG, MCHP, NVS. PNC, PPG, PCAR, PSX, RY, SCHW, SCHP, SIGI, SMCI, SYY, VLTO, DTD, ZBH.
- Gyl Financial Synergies was a net seller of stock by $-28M.
- Gyl Financial Synergies has $1.3B in assets under management (AUM), dropping by 2.71%.
- Central Index Key (CIK): 0001767715
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Portfolio Holdings for Gyl Financial Synergies
Gyl Financial Synergies holds 361 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 7.9 | $105M | 586k | 179.30 |
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| Microsoft Corporation (MSFT) | 4.5 | $60M | 140k | 430.30 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.1 | $54M | 301k | 179.16 |
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| Apple (AAPL) | 3.8 | $51M | -3% | 217k | 233.00 |
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| Amazon (AMZN) | 2.5 | $34M | +2% | 181k | 186.33 |
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| JPMorgan Chase & Co. (JPM) | 2.4 | $32M | 152k | 210.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $25M | 153k | 165.85 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $23M | +2% | 40k | 573.76 |
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| Meta Platforms Cl A (META) | 1.7 | $23M | 39k | 572.44 |
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| NVIDIA Corporation (NVDA) | 1.5 | $20M | 166k | 121.44 |
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| Ishares Msci Emrg Chn (EMXC) | 1.4 | $19M | 313k | 61.11 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.4 | $19M | 34k | 569.67 |
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| Goldman Sachs (GS) | 1.4 | $18M | -2% | 37k | 495.11 |
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| Philip Morris International (PM) | 1.4 | $18M | 149k | 121.40 |
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| Eli Lilly & Co. (LLY) | 1.3 | $17M | -5% | 19k | 885.96 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 1.3 | $17M | +2% | 257k | 66.35 |
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| Ishares Tr Core Total Usd (IUSB) | 1.2 | $16M | 344k | 47.12 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $16M | 34k | 460.26 |
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| Procter & Gamble Company (PG) | 1.1 | $14M | -21% | 82k | 173.20 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.1 | $14M | +3% | 268k | 52.81 |
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| Citigroup Com New (C) | 1.0 | $14M | 222k | 62.60 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $14M | 24k | 576.83 |
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| Iqvia Holdings (IQV) | 1.0 | $13M | 56k | 236.97 |
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| Broadcom (AVGO) | 1.0 | $13M | +889% | 77k | 172.50 |
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| Visa Com Cl A (V) | 1.0 | $13M | +2% | 48k | 274.95 |
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| Chevron Corporation (CVX) | 0.9 | $12M | 83k | 147.27 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.9 | $12M | 127k | 93.85 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.9 | $12M | +3% | 178k | 66.52 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $12M | 69k | 167.19 |
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| Ishares Tr Ishares Biotech (IBB) | 0.8 | $10M | 70k | 145.60 |
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| Simon Property (SPG) | 0.8 | $10M | 61k | 169.02 |
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| Vanguard Wellington Us Quality (VFQY) | 0.7 | $9.7M | 68k | 142.88 |
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| Zoetis Cl A (ZTS) | 0.7 | $9.3M | 48k | 195.38 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $9.0M | -8% | 32k | 283.16 |
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| American Tower Reit (AMT) | 0.7 | $8.9M | -20% | 38k | 232.56 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $8.8M | 18k | 488.08 |
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| Select Sector Spdr Tr Energy (XLE) | 0.6 | $8.6M | 97k | 87.80 |
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| Pfizer (PFE) | 0.6 | $8.3M | -13% | 286k | 28.94 |
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| Netflix (NFLX) | 0.6 | $7.9M | 11k | 709.29 |
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| Vanguard World Health Car Etf (VHT) | 0.6 | $7.7M | -5% | 27k | 282.20 |
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| Hilton Worldwide Holdings (HLT) | 0.6 | $7.6M | -22% | 33k | 230.50 |
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| Ishares Gold Tr Ishares New (IAU) | 0.6 | $7.4M | 149k | 49.70 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $7.3M | +3% | 14k | 527.66 |
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| Ishares Tr Cohen Steer Reit (ICF) | 0.5 | $7.3M | 111k | 65.91 |
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| UnitedHealth (UNH) | 0.5 | $7.1M | -9% | 12k | 584.67 |
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| Abbvie (ABBV) | 0.5 | $7.1M | -3% | 36k | 197.48 |
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| Lockheed Martin Corporation (LMT) | 0.5 | $7.1M | +5% | 12k | 584.58 |
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| Marriott Intl Cl A (MAR) | 0.5 | $7.0M | 28k | 248.60 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $6.9M | 15k | 465.08 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $6.7M | +2% | 108k | 62.32 |
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| Pepsi (PEP) | 0.5 | $6.5M | -15% | 38k | 170.05 |
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| American Express Company (AXP) | 0.5 | $6.3M | 23k | 271.20 |
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| Select Sector Spdr Tr Technology (XLK) | 0.5 | $6.2M | +2% | 28k | 225.76 |
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| Global X Fds Us Pfd Etf (PFFD) | 0.5 | $6.1M | +2% | 293k | 20.78 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $5.9M | +2% | 51k | 116.96 |
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| Union Pacific Corporation (UNP) | 0.4 | $5.8M | +9% | 24k | 246.48 |
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| Ishares Tr Mbs Etf (MBB) | 0.4 | $5.7M | 60k | 95.81 |
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| Cummins (CMI) | 0.4 | $5.5M | -2% | 17k | 323.79 |
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| Cadence Design Systems (CDNS) | 0.4 | $5.5M | 20k | 271.03 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $5.5M | -9% | 47k | 117.22 |
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| Diageo Spon Adr New (DEO) | 0.4 | $5.5M | +2% | 39k | 140.34 |
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| Chipotle Mexican Grill (CMG) | 0.4 | $5.4M | 94k | 57.62 |
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| Verizon Communications (VZ) | 0.4 | $5.4M | 120k | 44.91 |
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| Wal-Mart Stores (WMT) | 0.4 | $5.3M | 66k | 80.75 |
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| Shell Spon Ads (SHEL) | 0.4 | $5.1M | +3% | 78k | 65.95 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $5.1M | -2% | 26k | 198.06 |
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| Merck & Co (MRK) | 0.4 | $5.0M | -32% | 44k | 113.56 |
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| McKesson Corporation (MCK) | 0.4 | $4.9M | 9.8k | 494.42 |
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| Costco Wholesale Corporation (COST) | 0.4 | $4.9M | 5.5k | 886.60 |
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| Coca-Cola Company (KO) | 0.4 | $4.8M | 67k | 71.86 |
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| Home Depot (HD) | 0.4 | $4.8M | +2% | 12k | 405.20 |
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| At&t (T) | 0.3 | $4.6M | 208k | 22.00 |
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| Parker-Hannifin Corporation (PH) | 0.3 | $4.5M | 7.1k | 631.82 |
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| Boston Properties (BXP) | 0.3 | $4.5M | -3% | 55k | 80.46 |
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| Unilever Spon Adr New (UL) | 0.3 | $4.4M | +4% | 68k | 64.96 |
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| Ameriprise Financial (AMP) | 0.3 | $4.4M | 9.3k | 469.81 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $4.2M | 49k | 84.53 |
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| Ishares Tr National Mun Etf (MUB) | 0.3 | $4.2M | +5% | 38k | 108.63 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $4.0M | -41% | 108k | 37.20 |
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| Brink's Company (BCO) | 0.3 | $4.0M | 35k | 115.64 |
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| Johnson & Johnson (JNJ) | 0.3 | $3.9M | -39% | 24k | 162.06 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $3.9M | 82k | 47.85 |
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| Devon Energy Corporation (DVN) | 0.3 | $3.9M | +2% | 99k | 39.12 |
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| Danaher Corporation (DHR) | 0.3 | $3.8M | 14k | 278.01 |
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| Ishares Tr Asia 50 Etf (AIA) | 0.3 | $3.8M | -5% | 53k | 72.28 |
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| International Business Machines (IBM) | 0.3 | $3.7M | -19% | 17k | 221.08 |
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| Intercontinental Exchange (ICE) | 0.3 | $3.6M | 22k | 160.64 |
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| Builders FirstSource (BLDR) | 0.3 | $3.6M | +32% | 19k | 193.86 |
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| Ge Aerospace Com New (GE) | 0.3 | $3.6M | 19k | 188.58 |
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| Southern Company (SO) | 0.3 | $3.5M | 39k | 90.18 |
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| ConAgra Foods (CAG) | 0.3 | $3.5M | -8% | 106k | 32.52 |
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| Dell Technologies CL C (DELL) | 0.3 | $3.4M | 29k | 118.54 |
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| Kinder Morgan (KMI) | 0.2 | $3.3M | 147k | 22.09 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $3.1M | +7% | 50k | 63.00 |
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| Servicenow (NOW) | 0.2 | $3.0M | 3.4k | 894.39 |
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| Nextera Energy (NEE) | 0.2 | $3.0M | +317% | 35k | 84.53 |
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| Booking Holdings (BKNG) | 0.2 | $2.9M | 697.00 | 4212.12 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $2.9M | 64k | 45.32 |
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| Freeport-mcmoran CL B (FCX) | 0.2 | $2.9M | 58k | 49.92 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $2.8M | 11k | 263.84 |
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| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.2 | $2.8M | -17% | 28k | 99.58 |
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| Regeneron Pharmaceuticals (REGN) | 0.2 | $2.7M | 2.6k | 1051.24 |
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| Udr (UDR) | 0.2 | $2.7M | +4% | 59k | 45.34 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $2.6M | -2% | 36k | 73.67 |
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| Quest Diagnostics Incorporated (DGX) | 0.2 | $2.6M | 17k | 155.25 |
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| Raymond James Financial (RJF) | 0.2 | $2.6M | 21k | 122.46 |
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| Prologis (PLD) | 0.2 | $2.5M | -2% | 20k | 126.28 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.2 | $2.5M | 202k | 12.35 |
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| United Parcel Service CL B (UPS) | 0.2 | $2.4M | 18k | 136.34 |
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| Welltower Inc Com reit (WELL) | 0.2 | $2.4M | -2% | 19k | 128.03 |
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| Public Storage (PSA) | 0.2 | $2.4M | -2% | 6.6k | 363.87 |
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| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.2 | $2.3M | 40k | 59.28 |
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| DTE Energy Company (DTE) | 0.2 | $2.3M | 18k | 128.41 |
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| Willscot Hldgs Corp Com Cl A (WSC) | 0.2 | $2.3M | NEW | 62k | 37.60 |
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| General Mills (GIS) | 0.2 | $2.3M | -11% | 31k | 73.85 |
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| M&T Bank Corporation (MTB) | 0.2 | $2.3M | 13k | 178.12 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $2.2M | 97k | 23.17 |
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| Lamar Advertising Cl A (LAMR) | 0.2 | $2.2M | -2% | 17k | 133.60 |
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| Digital Realty Trust (DLR) | 0.2 | $2.2M | -2% | 13k | 161.83 |
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| S&p Global (SPGI) | 0.2 | $2.2M | 4.2k | 516.62 |
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| Ishares Tr Short Treas Bd (SHV) | 0.2 | $2.1M | 19k | 110.63 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.2 | $2.1M | 44k | 48.24 |
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| Honeywell International (HON) | 0.2 | $2.1M | -42% | 10k | 206.70 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $2.1M | -2% | 21k | 100.29 |
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| Kimco Realty Corporation (KIM) | 0.2 | $2.1M | -2% | 89k | 23.22 |
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| Hologic (HOLX) | 0.2 | $2.1M | -2% | 25k | 81.46 |
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| Arista Networks (ANET) | 0.2 | $2.0M | 5.3k | 383.82 |
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| Kla Corp Com New (KLAC) | 0.2 | $2.0M | NEW | 2.6k | 774.41 |
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| Verisk Analytics (VRSK) | 0.2 | $2.0M | 7.5k | 267.96 |
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| Caterpillar (CAT) | 0.1 | $2.0M | 5.1k | 391.11 |
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| Emerson Electric (EMR) | 0.1 | $2.0M | 18k | 109.37 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $2.0M | 20k | 99.49 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.0M | 25k | 78.05 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $2.0M | +5% | 67k | 29.18 |
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| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 0.1 | $1.9M | 27k | 71.64 |
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| Oracle Corporation (ORCL) | 0.1 | $1.9M | 11k | 170.40 |
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| Emcor (EME) | 0.1 | $1.9M | +249% | 4.5k | 430.53 |
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| Paychex (PAYX) | 0.1 | $1.9M | -2% | 14k | 134.19 |
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| Stifel Financial (SF) | 0.1 | $1.9M | 20k | 93.90 |
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| Mid-America Apartment (MAA) | 0.1 | $1.9M | +2% | 12k | 158.90 |
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| Invitation Homes (INVH) | 0.1 | $1.8M | 52k | 35.26 |
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| Toll Brothers (TOL) | 0.1 | $1.8M | 12k | 154.49 |
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| Abbott Laboratories (ABT) | 0.1 | $1.8M | 15k | 114.01 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $1.7M | -4% | 15k | 115.30 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.7M | 21k | 83.63 |
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| J P Morgan Exchange Traded F Sustainable Muni (JMSI) | 0.1 | $1.7M | 33k | 51.03 |
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| Quanta Services (PWR) | 0.1 | $1.7M | +9% | 5.6k | 298.15 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $1.6M | 4.4k | 368.53 |
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| Linde SHS (LIN) | 0.1 | $1.6M | 3.4k | 476.86 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $1.6M | -8% | 4.6k | 345.29 |
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| Gaming & Leisure Pptys (GLPI) | 0.1 | $1.6M | 31k | 51.45 |
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| Norfolk Southern (NSC) | 0.1 | $1.6M | 6.3k | 248.50 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.5M | +2% | 10k | 154.02 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.5M | 6.9k | 220.88 |
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| Walt Disney Company (DIS) | 0.1 | $1.5M | 16k | 96.19 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.5M | +122% | 19k | 78.69 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.5M | 16k | 95.75 |
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| Bank of America Corporation (BAC) | 0.1 | $1.5M | -7% | 38k | 39.68 |
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| Qualcomm (QCOM) | 0.1 | $1.5M | +10% | 8.7k | 170.05 |
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| Cme (CME) | 0.1 | $1.5M | NEW | 6.7k | 220.65 |
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| Automatic Data Processing (ADP) | 0.1 | $1.5M | -9% | 5.3k | 276.75 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $1.5M | 29k | 51.13 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.4M | +6% | 6.1k | 237.21 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.4M | NEW | 14k | 101.27 |
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| Eaton Corp SHS (ETN) | 0.1 | $1.4M | -3% | 4.3k | 331.42 |
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| Uber Technologies (UBER) | 0.1 | $1.4M | 19k | 75.16 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.4M | 3.7k | 375.42 |
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| Synopsys (SNPS) | 0.1 | $1.4M | -2% | 2.7k | 506.39 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $1.4M | -2% | 21k | 64.62 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.3M | -16% | 11k | 121.16 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $1.2M | -3% | 17k | 71.86 |
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| Paypal Holdings (PYPL) | 0.1 | $1.2M | +3% | 16k | 78.03 |
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| Jacobs Engineering Group (J) | 0.1 | $1.2M | 9.0k | 130.90 |
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| Elf Beauty (ELF) | 0.1 | $1.2M | +477% | 11k | 109.03 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $1.1M | 14k | 83.00 |
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| Motorola Solutions Com New (MSI) | 0.1 | $1.1M | -3% | 2.5k | 449.58 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.1 | $1.1M | 43k | 26.27 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $1.1M | -7% | 19k | 59.02 |
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| Tesla Motors (TSLA) | 0.1 | $1.1M | 4.0k | 261.64 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.1M | -4% | 2.0k | 517.90 |
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| Cigna Corp (CI) | 0.1 | $1.1M | -6% | 3.0k | 346.47 |
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| Carrier Global Corporation (CARR) | 0.1 | $1.1M | 13k | 80.49 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $1.0M | +2% | 30k | 34.49 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $1.0M | -14% | 13k | 78.56 |
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| McDonald's Corporation (MCD) | 0.1 | $1.0M | +10% | 3.4k | 304.51 |
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| Vanguard World Consum Stp Etf (VDC) | 0.1 | $1.0M | -8% | 4.6k | 218.48 |
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| Xcel Energy (XEL) | 0.1 | $1.0M | +3% | 15k | 65.30 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $984k | -2% | 30k | 33.23 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $971k | 2.3k | 423.12 |
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| Camden Ppty Tr Sh Ben Int (CPT) | 0.1 | $913k | +2% | 7.4k | 123.54 |
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| Allstate Corporation (ALL) | 0.1 | $901k | 4.8k | 189.67 |
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| United Rentals (URI) | 0.1 | $896k | -11% | 1.1k | 809.73 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $878k | +7% | 1.8k | 493.67 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $873k | 15k | 59.74 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $862k | -60% | 18k | 48.68 |
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| FedEx Corporation (FDX) | 0.1 | $840k | 3.1k | 273.65 |
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| Starbucks Corporation (SBUX) | 0.1 | $837k | 8.6k | 97.49 |
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| Loews Corporation (L) | 0.1 | $834k | 11k | 79.05 |
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| Republic Services (RSG) | 0.1 | $830k | -2% | 4.1k | 200.84 |
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| Apollo Global Mgmt (APO) | 0.1 | $817k | 6.5k | 124.91 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.1 | $812k | -49% | 10k | 81.23 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $808k | -26% | 11k | 75.11 |
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| Pvh Corporation (PVH) | 0.1 | $805k | 8.0k | 100.83 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $796k | 2.5k | 314.39 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $753k | 6.0k | 125.62 |
|
|
| Darden Restaurants (DRI) | 0.1 | $752k | -2% | 4.6k | 164.13 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $741k | -25% | 14k | 51.74 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $740k | 6.3k | 117.29 |
|
|
| Amgen (AMGN) | 0.1 | $740k | +4% | 2.3k | 322.22 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $714k | -5% | 6.9k | 103.81 |
|
| Spdr Ser Tr S&p Kensho New (KOMP) | 0.1 | $704k | +5% | 14k | 49.33 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $703k | 9.8k | 71.73 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $698k | +29% | 7.9k | 88.14 |
|
| Ge Vernova (GEV) | 0.1 | $691k | 2.7k | 254.98 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $678k | -2% | 3.6k | 189.79 |
|
| Palo Alto Networks (PANW) | 0.1 | $677k | +9% | 2.0k | 341.80 |
|
| Columbia Etf Tr I Diversifid Fxd (DIAL) | 0.0 | $653k | 35k | 18.48 |
|
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $647k | -2% | 7.1k | 91.81 |
|
| Boeing Company (BA) | 0.0 | $625k | -5% | 4.1k | 152.05 |
|
| CSX Corporation (CSX) | 0.0 | $619k | 18k | 34.53 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $615k | +2% | 2.5k | 243.01 |
|
| Stitch Fix Com Cl A (SFIX) | 0.0 | $602k | +10% | 213k | 2.82 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $592k | +2% | 3.0k | 200.34 |
|
| FactSet Research Systems (FDS) | 0.0 | $574k | 1.2k | 459.85 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $570k | 5.7k | 100.69 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $570k | -41% | 18k | 31.39 |
|
| Ingersoll Rand (IR) | 0.0 | $560k | -3% | 5.7k | 98.16 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $554k | -8% | 12k | 45.86 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $554k | 6.9k | 80.78 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $548k | 1.8k | 302.20 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $543k | +2% | 878.00 | 618.68 |
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $539k | 12k | 44.01 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $527k | -27% | 2.5k | 206.57 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $525k | 4.9k | 107.64 |
|
|
| Hormel Foods Corporation (HRL) | 0.0 | $525k | 17k | 31.70 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $521k | 9.1k | 57.41 |
|
|
| Deere & Company (DE) | 0.0 | $519k | 1.2k | 417.49 |
|
|
| AutoNation (AN) | 0.0 | $516k | -3% | 2.9k | 178.89 |
|
| Electronic Arts (EA) | 0.0 | $509k | 3.5k | 143.43 |
|
|
| Sempra Energy (SRE) | 0.0 | $504k | 6.0k | 83.63 |
|
|
| Cisco Systems (CSCO) | 0.0 | $501k | -44% | 9.4k | 53.22 |
|
| Medtronic SHS (MDT) | 0.0 | $499k | -26% | 5.5k | 90.04 |
|
| Trane Technologies SHS (TT) | 0.0 | $489k | -3% | 1.3k | 388.73 |
|
| Realty Income (O) | 0.0 | $488k | -14% | 7.7k | 63.42 |
|
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.0 | $475k | 11k | 44.90 |
|
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $470k | 4.6k | 101.87 |
|
|
| Tenet Healthcare Corp Com New (THC) | 0.0 | $469k | -9% | 2.8k | 166.20 |
|
| salesforce (CRM) | 0.0 | $456k | 1.7k | 273.64 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $454k | 3.9k | 117.62 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $452k | 8.7k | 52.17 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $451k | +27% | 3.3k | 135.44 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $445k | +9% | 759.00 | 586.52 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $440k | 3.3k | 135.06 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $440k | 7.6k | 57.53 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $435k | -12% | 1.2k | 353.48 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $419k | -8% | 3.9k | 106.12 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $418k | -3% | 215.00 | 1943.52 |
|
| Ishares Tr Rus Top 200 Etf (IWL) | 0.0 | $414k | 2.9k | 140.44 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $413k | 7.7k | 53.72 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $400k | 1.5k | 262.07 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $399k | -12% | 9.5k | 41.77 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $397k | 3.8k | 103.93 |
|
|
| AutoZone (AZO) | 0.0 | $394k | -3% | 125.00 | 3150.04 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $388k | 2.5k | 153.11 |
|
|
| Target Corporation (TGT) | 0.0 | $386k | -2% | 2.5k | 155.88 |
|
| 3M Company (MMM) | 0.0 | $377k | NEW | 2.8k | 136.70 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $372k | +74% | 1.3k | 280.47 |
|
| Dick's Sporting Goods (DKS) | 0.0 | $370k | 1.8k | 208.70 |
|
|
| Casey's General Stores (CASY) | 0.0 | $369k | -3% | 983.00 | 375.71 |
|
| Lowe's Companies (LOW) | 0.0 | $368k | +3% | 1.4k | 270.85 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $361k | -2% | 2.7k | 132.25 |
|
| Phinia Common Stock (PHIN) | 0.0 | $360k | -10% | 7.8k | 46.03 |
|
| Texas Roadhouse (TXRH) | 0.0 | $357k | -9% | 2.0k | 176.60 |
|
| Ingredion Incorporated (INGR) | 0.0 | $352k | 2.6k | 137.43 |
|
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $350k | 3.2k | 108.79 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $347k | -59% | 8.5k | 40.88 |
|
| Webster Financial Corporation (WBS) | 0.0 | $344k | -4% | 7.4k | 46.61 |
|
| Progressive Corporation (PGR) | 0.0 | $343k | +3% | 1.4k | 253.83 |
|
| Micron Technology (MU) | 0.0 | $338k | 3.3k | 103.72 |
|
|
| Altria (MO) | 0.0 | $338k | -7% | 6.6k | 51.04 |
|
| United Therapeutics Corporation (UTHR) | 0.0 | $338k | -8% | 942.00 | 358.35 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $334k | 8.9k | 37.65 |
|
|
| ConocoPhillips (COP) | 0.0 | $333k | -26% | 3.2k | 105.28 |
|
| Capital One Financial (COF) | 0.0 | $333k | 2.2k | 149.73 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $332k | 865.00 | 384.04 |
|
|
| Encompass Health Corp (EHC) | 0.0 | $330k | -9% | 3.4k | 96.64 |
|
| Nike CL B (NKE) | 0.0 | $329k | -84% | 3.7k | 88.40 |
|
| Eagle Materials (EXP) | 0.0 | $319k | -23% | 1.1k | 287.65 |
|
| Packaging Corporation of America (PKG) | 0.0 | $309k | -3% | 1.4k | 215.40 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $308k | 4.3k | 71.16 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $308k | 4.5k | 67.85 |
|
|
| Brown & Brown (BRO) | 0.0 | $306k | -2% | 3.0k | 103.60 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $305k | 5.7k | 53.15 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $305k | -5% | 5.4k | 56.49 |
|
| Expro Group Holdings Nv (XPRO) | 0.0 | $300k | 18k | 17.17 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $300k | 3.1k | 97.42 |
|
|
| Pinnacle West Capital Corporation (PNW) | 0.0 | $293k | 3.3k | 88.58 |
|
|
| Corning Incorporated (GLW) | 0.0 | $292k | -37% | 6.5k | 45.15 |
|
| Amentum Holdings | 0.0 | $291k | NEW | 9.0k | 32.25 |
|
| National Fuel Gas (NFG) | 0.0 | $287k | 4.7k | 60.61 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $287k | NEW | 1.7k | 164.08 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $285k | NEW | 5.8k | 49.31 |
|
| Portland Gen Elec Com New (POR) | 0.0 | $284k | -3% | 5.9k | 47.90 |
|
| Intel Corporation (INTC) | 0.0 | $282k | -25% | 12k | 23.46 |
|
| A. O. Smith Corporation (AOS) | 0.0 | $279k | -8% | 3.1k | 89.83 |
|
| Nuveen Muni Value Fund (NUV) | 0.0 | $276k | 31k | 9.02 |
|
|
| Waste Management (WM) | 0.0 | $276k | -2% | 1.3k | 207.52 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $272k | 9.0k | 30.23 |
|
|
| Wisdomtree Tr Intl Equity Fd (DWM) | 0.0 | $271k | +3% | 4.7k | 57.56 |
|
| International Paper Company (IP) | 0.0 | $270k | -5% | 5.5k | 48.85 |
|
| Crocs (CROX) | 0.0 | $268k | -8% | 1.9k | 144.81 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $267k | 6.0k | 44.67 |
|
|
| Kenvue (KVUE) | 0.0 | $266k | -6% | 12k | 23.13 |
|
| Paramount Global Class B Com (PARA) | 0.0 | $263k | -2% | 25k | 10.62 |
|
| Haleon Spon Ads (HLN) | 0.0 | $262k | -41% | 25k | 10.58 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $260k | +4% | 2.9k | 90.41 |
|
| TJX Companies (TJX) | 0.0 | $260k | +3% | 2.2k | 117.55 |
|
| Tempur-Pedic International (TPX) | 0.0 | $258k | -9% | 4.7k | 54.60 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $254k | -6% | 1.2k | 220.76 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $251k | 1.4k | 181.99 |
|
|
| Intuit (INTU) | 0.0 | $249k | +9% | 402.00 | 620.36 |
|
| Dupont De Nemours (DD) | 0.0 | $249k | 2.8k | 89.11 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $246k | NEW | 3.9k | 62.69 |
|
| International Flavors & Fragrances (IFF) | 0.0 | $246k | 2.3k | 104.93 |
|
|
| LKQ Corporation (LKQ) | 0.0 | $245k | 6.1k | 39.92 |
|
|
| W.R. Berkley Corporation (WRB) | 0.0 | $244k | +50% | 4.3k | 56.73 |
|
| Berry Plastics (BERY) | 0.0 | $244k | -3% | 3.6k | 67.98 |
|
| WESCO International (WCC) | 0.0 | $242k | -9% | 1.4k | 167.98 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $241k | -6% | 3.0k | 80.30 |
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.0 | $240k | 4.4k | 54.43 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $240k | -10% | 8.3k | 29.11 |
|
| Duolingo Cl A Com (DUOL) | 0.0 | $238k | NEW | 842.00 | 282.02 |
|
| Anthem (ELV) | 0.0 | $236k | NEW | 454.00 | 520.00 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $236k | -9% | 1.4k | 174.53 |
|
| RBB Motley Fool Gbl (TMFG) | 0.0 | $236k | 7.4k | 31.71 |
|
|
| Tetra Tech (TTEK) | 0.0 | $235k | +385% | 5.0k | 47.16 |
|
| Applied Industrial Technologies (AIT) | 0.0 | $235k | -9% | 1.1k | 223.13 |
|
| United Cmnty Bks Ga Cap Stk (UCB) | 0.0 | $234k | -9% | 8.0k | 29.08 |
|
| Stryker Corporation (SYK) | 0.0 | $234k | 647.00 | 361.26 |
|
|
| Analog Devices (ADI) | 0.0 | $233k | +8% | 1.0k | 230.17 |
|
| American Homes 4 Rent Cl A (AMH) | 0.0 | $232k | -9% | 6.0k | 38.39 |
|
| Moody's Corporation (MCO) | 0.0 | $229k | NEW | 482.00 | 474.78 |
|
| Mosaic (MOS) | 0.0 | $228k | 8.5k | 26.78 |
|
|
| Wisdomtree Tr Intl Lrgcap Dv (DOL) | 0.0 | $226k | -4% | 4.2k | 53.97 |
|
| Prudential Financial (PRU) | 0.0 | $225k | 1.9k | 121.08 |
|
|
| Spdr Ser Tr Dj Reit Etf (RWR) | 0.0 | $223k | -5% | 2.1k | 106.73 |
|
| Science App Int'l (SAIC) | 0.0 | $223k | -9% | 1.6k | 139.31 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $222k | NEW | 6.3k | 35.04 |
|
| Pure Storage Cl A (PSTG) | 0.0 | $221k | NEW | 4.4k | 50.24 |
|
| Consolidated Edison (ED) | 0.0 | $216k | NEW | 2.1k | 104.13 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $213k | NEW | 1.3k | 166.82 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $212k | NEW | 5.3k | 39.82 |
|
| EastGroup Properties (EGP) | 0.0 | $211k | -9% | 1.1k | 186.82 |
|
| New Mountain Finance Corp (NMFC) | 0.0 | $210k | -4% | 18k | 11.98 |
|
| Dow (DOW) | 0.0 | $206k | NEW | 3.8k | 54.63 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $205k | -36% | 4.0k | 50.74 |
|
| Travelers Companies (TRV) | 0.0 | $204k | NEW | 873.00 | 234.01 |
|
| Becton, Dickinson and (BDX) | 0.0 | $204k | -7% | 846.00 | 241.10 |
|
| Monroe Cap (MRCC) | 0.0 | $197k | 24k | 8.08 |
|
|
| Bgc Group Cl A (BGC) | 0.0 | $187k | 20k | 9.18 |
|
|
| Curiositystream Com Cl A (CURI) | 0.0 | $34k | +9% | 18k | 1.91 |
|
Past Filings by Gyl Financial Synergies
SEC 13F filings are viewable for Gyl Financial Synergies going back to 2018
- Gyl Financial Synergies 2024 Q3 filed Nov. 7, 2024
- Gyl Financial Synergies 2024 Q2 filed July 23, 2024
- Gyl Financial Synergies 2024 Q1 filed May 14, 2024
- 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