Gyl Financial Synergies

Latest statistics and disclosures from Gyl Financial Synergies's latest quarterly 13F-HR filing:

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Positions held by Gyl Financial Synergies consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Gyl Financial Synergies

Companies in the Gyl Financial Synergies portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 8.2 $15M +2% 122k 122.15
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 6.7 $12M -2% 126k 96.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.7 $12M -5% 31k 396.31
Ishares Tr Core S&p500 Etf (IVV) 3.8 $6.8M 17k 397.82
Ishares Tr Core S&p Mcp Etf (IJH) 2.7 $5.0M +5% 19k 260.29
Microsoft Corporation (MSFT) 2.6 $4.7M +6% 20k 235.78
Pepsi (PEP) 2.5 $4.6M 32k 141.46
Vanguard Index Fds Mid Cap Etf (VO) 2.2 $4.0M 18k 221.32
Ishares Tr Core Msci Eafe (IEFA) 1.8 $3.3M -3% 46k 72.06
Select Sector Spdr Tr Technology (XLK) 1.6 $2.9M -14% 22k 132.83
JPMorgan Chase & Co. (JPM) 1.5 $2.7M +43% 18k 152.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $2.5M +17% 9.9k 255.43
Procter & Gamble Company (PG) 1.4 $2.5M 19k 135.41
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.4 $2.5M 7.8k 319.10

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Amazon (AMZN) 1.4 $2.5M +2% 799.00 3093.87
Stanley Black & Decker (SWK) 1.2 $2.3M 11k 199.70
Focus Finl Partners Com Cl A (FOCS) 1.2 $2.1M -20% 52k 41.62
Home Depot (HD) 1.1 $1.9M -4% 6.4k 305.20
Johnson & Johnson (JNJ) 1.0 $1.9M +4% 12k 164.36
Coca-Cola Company (KO) 1.0 $1.8M +10% 34k 52.70
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.9 $1.7M 54k 31.78
Facebook Cl A (FB) 0.9 $1.7M -8% 5.7k 294.46
Exxon Mobil Corporation (XOM) 0.8 $1.5M +28% 26k 55.82
Verizon Communications (VZ) 0.8 $1.4M +8% 24k 58.15
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.4M +2% 679.00 2061.86
Nextera Energy (NEE) 0.8 $1.4M 18k 75.60
Intel Corporation (INTC) 0.7 $1.3M 20k 64.02
Abbvie (ABBV) 0.7 $1.2M -3% 11k 108.22
Visa Com Cl A (V) 0.7 $1.2M -20% 5.8k 211.79
Union Pacific Corporation (UNP) 0.7 $1.2M +53% 5.5k 220.39
Select Sector Spdr Tr Energy (XLE) 0.6 $1.2M +5% 23k 49.08
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.1M -5% 530.00 2067.92
Wisdomtree Tr Us Midcap Divid (DON) 0.6 $1.1M 27k 40.43
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.6 $1.1M -32% 6.3k 168.13
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.6 $1.0M 4.5k 235.06
Comcast Corp Cl A (CMCSA) 0.6 $1.0M +93% 19k 54.09
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $1.0M 7.1k 141.70
Cisco Systems (CSCO) 0.6 $1.0M +174% 20k 51.70
Ishares Tr Russell 2000 Etf (IWM) 0.5 $970k 4.4k 220.96
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $966k +41% 8.9k 108.48
Walt Disney Company (DIS) 0.5 $938k 5.1k 184.46
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $935k 18k 52.07
UnitedHealth (UNH) 0.5 $929k -7% 2.5k 371.90
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.5 $905k 9.2k 98.24
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $897k 2.7k 330.14
Qualcomm (QCOM) 0.5 $886k +201% 6.7k 132.61
CVS Caremark Corporation (CVS) 0.5 $860k 11k 75.21
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.5 $860k 15k 58.16
Merck & Co (MRK) 0.5 $850k +136% 11k 77.11
Texas Instruments Incorporated (TXN) 0.5 $849k +3% 4.5k 189.00
Wal-Mart Stores (WMT) 0.5 $835k 6.1k 135.82
United Parcel Service CL B (UPS) 0.5 $832k +16% 4.9k 170.07
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $814k -11% 12k 69.22
Starbucks Corporation (SBUX) 0.4 $813k -17% 7.4k 109.33
Ishares Tr Msci Eafe Etf (EFA) 0.4 $812k +3% 11k 75.88
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $812k 2.2k 364.29
McDonald's Corporation (MCD) 0.4 $770k 3.4k 224.29
Raytheon Technologies Corp (RTX) 0.4 $759k -17% 9.8k 77.24
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.4 $755k 17k 44.36
Amgen (AMGN) 0.4 $716k 2.9k 248.70
Select Sector Spdr Tr Communication (XLC) 0.4 $709k +2% 9.7k 73.31
Abbott Laboratories (ABT) 0.4 $696k 5.8k 119.88
Danaher Corporation (DHR) 0.4 $678k -23% 3.0k 225.17
Adobe Systems Incorporated (ADBE) 0.4 $672k +13% 1.4k 475.58
Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) 0.4 $655k 15k 44.48
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $643k -8% 1.4k 476.30
Pfizer (PFE) 0.4 $641k -41% 18k 36.24
Celsius Hldgs Com New (CELH) 0.4 $636k -67% 13k 48.02
Costco Wholesale Corporation (COST) 0.3 $624k +23% 1.8k 352.54
S&p Global (SPGI) 0.3 $624k 1.8k 353.14
Chevron Corporation (CVX) 0.3 $622k -6% 5.9k 104.87
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $603k +31% 2.7k 226.69
NVIDIA Corporation (NVDA) 0.3 $600k -4% 1.1k 534.28
Stryker Corporation (SYK) 0.3 $593k 2.4k 243.73
ConAgra Foods (CAG) 0.3 $583k NEW 16k 37.60
Wisdomtree Tr Us Smallcap Divd (DES) 0.3 $576k 19k 31.13
AutoNation (AN) 0.3 $569k -30% 6.1k 93.28
Ishares Tr Cohen Steer Reit (ICF) 0.3 $564k 9.8k 57.77
Boeing Company (BA) 0.3 $556k +5% 2.2k 254.81
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $555k 2.3k 243.10
International Business Machines (IBM) 0.3 $553k -52% 4.1k 133.29
Hormel Foods Corporation (HRL) 0.3 $550k +80% 12k 47.76
Oracle Corporation (ORCL) 0.3 $549k 7.8k 70.13
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $548k -4% 14k 38.41
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.3 $535k +9% 16k 34.05
Bank of America Corporation (BAC) 0.3 $532k 14k 38.71
Intuitive Surgical Com New (ISRG) 0.3 $530k +7% 717.00 739.19
Bank of New York Mellon Corporation (BK) 0.3 $523k -38% 11k 47.30
Annaly Capital Management (NLY) 0.3 $522k 61k 8.61
American Express Company (AXP) 0.3 $521k +7% 3.7k 141.58
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.3 $515k NEW 7.9k 64.99
General Electric Company (GE) 0.3 $513k +4% 39k 13.13
Electronic Arts (EA) 0.3 $509k +2% 3.8k 135.30
Blackstone Group Inc Com Cl A (BX) 0.3 $502k NEW 6.7k 74.59
Nexstar Media Group Cl A (NXST) 0.3 $490k NEW 3.5k 140.56
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $489k 4.8k 102.00
Carrier Global Corporation (CARR) 0.3 $489k -12% 12k 42.22
Republic Services (RSG) 0.3 $488k +28% 4.9k 99.39
Pvh Corporation (PVH) 0.3 $485k -45% 4.6k 105.66
AutoZone (AZO) 0.3 $483k NEW 344.00 1404.07
FedEx Corporation (FDX) 0.3 $476k +16% 1.7k 284.18
FactSet Research Systems (FDS) 0.3 $463k 1.5k 308.67
Wisdomtree Tr Us Divid Ex Fncl (DTN) 0.3 $461k -8% 4.9k 94.25
TJX Companies (TJX) 0.2 $452k -6% 6.8k 66.08
Monster Beverage Corp (MNST) 0.2 $452k 5.0k 91.09
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $451k NEW 5.7k 78.83
Marriott Intl Cl A (MAR) 0.2 $448k +2% 3.0k 148.10
Mastercard Incorporated Cl A (MA) 0.2 $446k -21% 1.3k 356.23
Monroe Cap (MRCC) 0.2 $440k +2% 44k 10.03
Goldman Sachs (GS) 0.2 $433k -2% 1.3k 327.29
Discover Financial Services (DFS) 0.2 $431k NEW 4.5k 94.93
At&t (T) 0.2 $425k -3% 14k 30.24
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $406k 4.4k 91.57
Thermo Fisher Scientific (TMO) 0.2 $406k 890.00 456.18
Linde SHS (LIN) 0.2 $405k 1.4k 280.28
Honeywell International (HON) 0.2 $400k -16% 1.8k 217.16
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $398k -2% 7.5k 53.35
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $393k 4.3k 91.89
Paypal Holdings (PYPL) 0.2 $391k 1.6k 242.86
Nrg Energy Com New (NRG) 0.2 $390k NEW 10k 37.70
Spdr Gold Tr Gold Shs (GLD) 0.2 $387k +16% 2.4k 160.18
Allstate Corporation (ALL) 0.2 $385k -42% 3.4k 114.79
Fidelity National Financial Fnf Group Com (FNF) 0.2 $381k NEW 9.4k 40.69
Capital One Financial (COF) 0.2 $374k 2.9k 127.25
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $371k -2% 2.5k 147.11
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $370k 5.0k 73.88
Netflix (NFLX) 0.2 $359k +8% 688.00 521.80
Us Bancorp Del Com New (USB) 0.2 $352k 6.4k 55.35
United Rentals (URI) 0.2 $349k 1.1k 328.94
Otis Worldwide Corp (OTIS) 0.2 $339k 5.0k 68.44
Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX) 0.2 $338k 4.3k 79.47
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.2 $335k 4.6k 72.83
Caterpillar (CAT) 0.2 $328k +7% 1.4k 231.64
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $328k 3.9k 84.62
Deere & Company (DE) 0.2 $321k 858.00 374.13
CoStar (CSGP) 0.2 $320k NEW 389.00 822.62
Eli Lilly & Co. (LLY) 0.2 $317k -5% 1.7k 186.58
Ark Etf Tr Innovation Etf (ARKK) 0.2 $314k +35% 2.6k 119.89
Ishares Tr Europe Etf (IEV) 0.2 $305k 6.1k 50.26
Enterprise Products Partners (EPD) 0.2 $305k 14k 22.05
Ishares Tr Select Divid Etf (DVY) 0.2 $301k 2.6k 114.02
Norfolk Southern (NSC) 0.2 $296k 1.1k 268.36
Carnival Corp Unit 99/99/9999 (CCL) 0.2 $295k 11k 26.53
Realty Income (O) 0.2 $290k -35% 4.6k 63.49
BlackRock (BLK) 0.2 $289k NEW 384.00 752.60
Corning Incorporated (GLW) 0.2 $288k -28% 6.6k 43.49
Illumina (ILMN) 0.2 $288k 749.00 384.51
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $282k +23% 788.00 357.87
SYSCO Corporation (SYY) 0.2 $274k 3.5k 78.71
American Tower Reit (AMT) 0.2 $273k 1.1k 238.85
CSX Corporation (CSX) 0.1 $271k 2.8k 96.37
General Dynamics Corporation (GD) 0.1 $271k +10% 1.5k 181.51
Sempra Energy (SRE) 0.1 $269k 2.0k 132.64
Micron Technology (MU) 0.1 $268k 3.0k 88.22
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $267k 2.3k 116.59
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.1 $258k 5.0k 51.38
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) 0.1 $252k 3.1k 80.23
W.W. Grainger (GWW) 0.1 $246k 614.00 400.65
Altria (MO) 0.1 $244k NEW 4.8k 51.22
Tesla Motors (TSLA) 0.1 $242k +9% 363.00 666.67
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $241k 4.9k 49.11
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $230k 2.3k 98.59
Ingredion Incorporated (INGR) 0.1 $229k 2.6k 89.73
Bristol Myers Squibb (BMY) 0.1 $220k 3.5k 63.16
Ishares Tr Nasdaq Biotech (IBB) 0.1 $219k 1.5k 150.31
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $218k NEW 6.9k 31.53
Brookfield Infrast Partners Lp Int Unit (BIP) 0.1 $217k 4.1k 53.34
Medtronic SHS (MDT) 0.1 $212k -19% 1.8k 118.30
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $211k 2.1k 100.33
Ishares Tr Eafe Value Etf (EFV) 0.1 $209k NEW 4.1k 51.00
Broadcom (AVGO) 0.1 $209k NEW 450.00 464.44
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $208k 2.4k 87.03
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.1 $203k NEW 8.0k 25.41
Lowe's Companies (LOW) 0.1 $202k NEW 1.1k 190.03
Shopify Cl A (SHOP) 0.1 $201k NEW 182.00 1104.40
Bgc Partners Cl A (BGCP) 0.1 $132k -2% 27k 4.84
Regulus Therapeutics Com New (RGLS) 0.0 $80k 51k 1.56

Past Filings by Gyl Financial Synergies

SEC 13F filings are viewable for Gyl Financial Synergies going back to 2018