Gyl Financial Synergies as of Dec. 31, 2018
Portfolio Holdings for Gyl Financial Synergies
Gyl Financial Synergies holds 143 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 15.4 | $21M | 85k | 249.91 | |
| iShares S&P MidCap 400 Index (IJH) | 10.9 | $15M | 91k | 166.06 | |
| iShares S&P 500 Index (IVV) | 5.0 | $6.9M | 28k | 251.61 | |
| SPDR S&P MidCap 400 ETF (MDY) | 4.5 | $6.2M | 20k | 302.68 | |
| Apple (AAPL) | 4.3 | $6.0M | 38k | 157.74 | |
| Pepsi (PEP) | 2.6 | $3.6M | 32k | 110.49 | |
| iShares S&P Europe 350 Index (IEV) | 2.2 | $3.1M | 79k | 39.12 | |
| Instructure | 2.0 | $2.7M | 72k | 37.51 | |
| SPDR DJ Wilshire REIT (RWR) | 1.9 | $2.6M | 30k | 86.01 | |
| iShares MSCI EAFE Index Fund (EFA) | 1.6 | $2.1M | 37k | 58.78 | |
| Vanguard Mid-Cap ETF (VO) | 1.5 | $2.1M | 15k | 138.21 | |
| Procter & Gamble Company (PG) | 1.3 | $1.8M | 20k | 91.90 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $1.7M | 25k | 68.18 | |
| Microsoft Corporation (MSFT) | 1.2 | $1.7M | 17k | 101.57 | |
| Stanley Black & Decker (SWK) | 1.1 | $1.5M | 13k | 119.77 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.9 | $1.3M | 8.2k | 154.22 | |
| Technology SPDR (XLK) | 0.9 | $1.3M | 20k | 61.97 | |
| Apple Hospitality Reit (APLE) | 0.9 | $1.3M | 88k | 14.26 | |
| Coca-Cola Company (KO) | 0.9 | $1.2M | 26k | 47.33 | |
| Visa (V) | 0.8 | $1.2M | 8.9k | 131.94 | |
| Johnson & Johnson (JNJ) | 0.8 | $1.2M | 8.9k | 128.99 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.8 | $1.1M | 29k | 39.05 | |
| Abbvie (ABBV) | 0.8 | $1.1M | 12k | 92.23 | |
| Amazon (AMZN) | 0.8 | $1.1M | 701.00 | 1502.14 | |
| Berkshire Hathaway (BRK.B) | 0.8 | $1.0M | 5.1k | 204.10 | |
| Facebook Inc cl a (META) | 0.8 | $1.0M | 7.9k | 131.09 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $1.0M | 10k | 97.62 | |
| United Technologies Corporation | 0.7 | $996k | 9.4k | 106.50 | |
| WisdomTree MidCap Dividend Fund (DON) | 0.7 | $974k | 31k | 31.63 | |
| Chevron Corporation (CVX) | 0.7 | $942k | 8.7k | 108.75 | |
| Home Depot (HD) | 0.7 | $892k | 5.2k | 171.77 | |
| Intel Corporation (INTC) | 0.6 | $885k | 19k | 46.94 | |
| WisdomTree Emerging Markets Eq (DEM) | 0.6 | $879k | 22k | 40.17 | |
| WisdomTree SmallCap Dividend Fund (DES) | 0.6 | $851k | 35k | 24.54 | |
| Ishares Tr usa min vo (USMV) | 0.6 | $838k | 16k | 52.38 | |
| Boeing Company (BA) | 0.6 | $804k | 2.5k | 322.50 | |
| WisdomTree Dividend ex-Fin Fund (AIVL) | 0.6 | $785k | 10k | 76.95 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.6 | $767k | 14k | 54.98 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.6 | $768k | 8.4k | 91.35 | |
| Financial Select Sector SPDR (XLF) | 0.6 | $756k | 32k | 23.82 | |
| Invesco S&p 500 Low Volatility Etf (SPLV) | 0.5 | $712k | 15k | 46.63 | |
| Keurig Dr Pepper (KDP) | 0.5 | $697k | 27k | 25.65 | |
| Health Care SPDR (XLV) | 0.5 | $672k | 7.8k | 86.51 | |
| iShares Russell 1000 Growth Index (IWF) | 0.5 | $660k | 5.0k | 130.87 | |
| iShares Russell 2000 Index (IWM) | 0.5 | $629k | 4.7k | 133.89 | |
| Alphabet Inc Class A cs (GOOGL) | 0.5 | $623k | 596.00 | 1045.30 | |
| Bank of New York Mellon Corporation (BK) | 0.4 | $591k | 13k | 47.04 | |
| iShares Russell 1000 Value Index (IWD) | 0.4 | $599k | 5.4k | 111.01 | |
| Alphabet Inc Class C cs (GOOG) | 0.4 | $597k | 576.00 | 1036.46 | |
| Energy Select Sector SPDR (XLE) | 0.4 | $562k | 9.8k | 57.31 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.4 | $570k | 17k | 34.20 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $549k | 2.4k | 226.11 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.4 | $521k | 2.2k | 233.11 | |
| Pfizer (PFE) | 0.3 | $489k | 11k | 43.66 | |
| At&t (T) | 0.3 | $486k | 17k | 28.56 | |
| UnitedHealth (UNH) | 0.3 | $482k | 1.9k | 249.10 | |
| Celgene Corporation | 0.3 | $477k | 7.5k | 64.03 | |
| iShares Cohen & Steers Realty Maj. (ICF) | 0.3 | $480k | 5.0k | 95.64 | |
| Union Pacific Corporation (UNP) | 0.3 | $473k | 3.4k | 138.26 | |
| Vanguard Emerging Markets ETF (VWO) | 0.3 | $460k | 12k | 38.13 | |
| Amgen (AMGN) | 0.3 | $447k | 2.3k | 194.60 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.3 | $447k | 3.9k | 113.65 | |
| Alerian Mlp Etf | 0.3 | $446k | 51k | 8.73 | |
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.3 | $439k | 15k | 28.69 | |
| Starbucks Corporation (SBUX) | 0.3 | $425k | 6.6k | 64.38 | |
| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.3 | $429k | 10k | 41.97 | |
| Vanguard Total Bond Market ETF (BND) | 0.3 | $416k | 5.3k | 79.15 | |
| iShares MSCI EAFE Growth Index (EFG) | 0.3 | $412k | 6.0k | 69.07 | |
| Netflix (NFLX) | 0.3 | $398k | 1.5k | 267.47 | |
| Altria (MO) | 0.3 | $380k | 7.7k | 49.33 | |
| United Parcel Service (UPS) | 0.3 | $371k | 3.8k | 97.55 | |
| Realty Income (O) | 0.3 | $366k | 5.8k | 63.07 | |
| Vaneck Vectors Etf Tr nat res etf (HAP) | 0.3 | $363k | 11k | 32.21 | |
| McDonald's Corporation (MCD) | 0.2 | $347k | 2.0k | 177.58 | |
| Abbott Laboratories (ABT) | 0.2 | $348k | 4.8k | 72.35 | |
| Walt Disney Company (DIS) | 0.2 | $347k | 3.2k | 109.67 | |
| Nokia Corporation (NOK) | 0.2 | $345k | 59k | 5.81 | |
| CVS Caremark Corporation (CVS) | 0.2 | $343k | 5.2k | 65.52 | |
| Allstate Corporation (ALL) | 0.2 | $342k | 4.1k | 82.57 | |
| iShares Russell 2000 Growth Index (IWO) | 0.2 | $343k | 2.0k | 168.05 | |
| Consumer Discretionary SPDR (XLY) | 0.2 | $345k | 3.5k | 99.02 | |
| Celsius Holdings (CELH) | 0.2 | $347k | 100k | 3.47 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.2 | $344k | 1.5k | 230.10 | |
| Verizon Communications (VZ) | 0.2 | $332k | 5.9k | 56.29 | |
| Cibc Cad (CM) | 0.2 | $333k | 4.5k | 74.58 | |
| Utilities SPDR (XLU) | 0.2 | $334k | 6.3k | 52.97 | |
| S&p Global (SPGI) | 0.2 | $329k | 1.9k | 170.11 | |
| Royal Dutch Shell | 0.2 | $317k | 5.4k | 58.35 | |
| FactSet Research Systems (FDS) | 0.2 | $310k | 1.6k | 200.00 | |
| SPDR Gold Trust (GLD) | 0.2 | $323k | 2.7k | 121.11 | |
| Vanguard Europe Pacific ETF (VEA) | 0.2 | $311k | 8.4k | 37.05 | |
| Ishares Inc core msci emkt (IEMG) | 0.2 | $319k | 6.8k | 47.11 | |
| Monster Beverage Corp (MNST) | 0.2 | $319k | 6.5k | 49.18 | |
| Comcast Corporation (CMCSA) | 0.2 | $304k | 8.9k | 34.09 | |
| Bank of America Corporation (BAC) | 0.2 | $300k | 12k | 24.64 | |
| Honeywell International (HON) | 0.2 | $290k | 2.2k | 132.12 | |
| Enterprise Products Partners (EPD) | 0.2 | $285k | 12k | 24.56 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.2 | $285k | 1.5k | 191.40 | |
| Danaher Corporation (DHR) | 0.2 | $271k | 2.6k | 103.16 | |
| Lowe's Companies (LOW) | 0.2 | $269k | 2.9k | 92.38 | |
| Oracle Corporation (ORCL) | 0.2 | $278k | 6.2k | 45.09 | |
| Mondelez Int (MDLZ) | 0.2 | $277k | 6.9k | 40.09 | |
| U.S. Bancorp (USB) | 0.2 | $264k | 5.8k | 45.67 | |
| Cisco Systems (CSCO) | 0.2 | $265k | 6.1k | 43.40 | |
| ConocoPhillips (COP) | 0.2 | $259k | 4.2k | 62.39 | |
| Biogen Idec (BIIB) | 0.2 | $267k | 887.00 | 301.01 | |
| Magellan Midstream Partners | 0.2 | $259k | 4.5k | 57.12 | |
| iShares Dow Jones Select Dividend (DVY) | 0.2 | $266k | 3.0k | 89.41 | |
| Wisdomtree Tr intl hedge eqt (HEDJ) | 0.2 | $260k | 4.6k | 56.52 | |
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.2 | $256k | 4.7k | 54.20 | |
| Carnival Corporation (CCL) | 0.2 | $248k | 5.0k | 49.35 | |
| International Business Machines (IBM) | 0.2 | $246k | 2.2k | 113.68 | |
| salesforce (CRM) | 0.2 | $242k | 1.8k | 136.80 | |
| General Electric Company | 0.2 | $238k | 31k | 7.58 | |
| Philip Morris International (PM) | 0.2 | $241k | 3.6k | 66.65 | |
| Royal Dutch Shell | 0.2 | $231k | 3.8k | 60.05 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.2 | $228k | 3.3k | 69.45 | |
| Wal-Mart Stores (WMT) | 0.2 | $227k | 2.4k | 93.03 | |
| Waste Management (WM) | 0.2 | $214k | 2.4k | 88.94 | |
| Eli Lilly & Co. (LLY) | 0.2 | $225k | 1.9k | 115.68 | |
| International Flavors & Fragrances (IFF) | 0.2 | $223k | 1.7k | 134.34 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $218k | 834.00 | 261.39 | |
| iShares Russell Midcap Index Fund (IWR) | 0.2 | $223k | 4.8k | 46.38 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $217k | 2.2k | 97.79 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.2 | $215k | 3.8k | 56.88 | |
| Linde | 0.2 | $221k | 1.4k | 156.18 | |
| MasterCard Incorporated (MA) | 0.1 | $209k | 1.1k | 188.80 | |
| AutoNation (AN) | 0.1 | $206k | 5.8k | 35.76 | |
| Costco Wholesale Corporation (COST) | 0.1 | $207k | 1.0k | 203.34 | |
| Cracker Barrel Old Country Store (CBRL) | 0.1 | $212k | 1.3k | 159.76 | |
| Royal Caribbean Cruises (RCL) | 0.1 | $205k | 2.1k | 97.99 | |
| International Paper Company (IP) | 0.1 | $206k | 5.1k | 40.27 | |
| Diageo (DEO) | 0.1 | $203k | 1.4k | 141.96 | |
| Accenture (ACN) | 0.1 | $210k | 1.5k | 141.03 | |
| Industrial SPDR (XLI) | 0.1 | $203k | 3.1k | 64.57 | |
| Illumina (ILMN) | 0.1 | $207k | 690.00 | 300.00 | |
| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.1 | $204k | 2.0k | 100.79 | |
| Dowdupont | 0.1 | $211k | 3.9k | 53.47 | |
| Invesco Db Oil Fund (DBO) | 0.1 | $167k | 20k | 8.48 | |
| BGC Partners | 0.1 | $147k | 29k | 5.17 | |
| Annaly Capital Management | 0.1 | $136k | 14k | 9.85 | |
| Newmark Group (NMRK) | 0.1 | $106k | 13k | 8.03 | |
| Organovo Holdings | 0.0 | $14k | 15k | 0.93 |
