Gyl Financial Synergies as of Dec. 31, 2019
Portfolio Holdings for Gyl Financial Synergies
Gyl Financial Synergies holds 173 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 9.8 | $22M | 69k | 321.86 | |
| iShares S&P MidCap 400 Index (IJH) | 9.4 | $21M | 103k | 205.82 | |
| iShares S&P SmallCap 600 Index (IJR) | 9.2 | $21M | 249k | 83.85 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 5.0 | $11M | 173k | 65.24 | |
| Apple (AAPL) | 4.8 | $11M | 37k | 293.65 | |
| Schwab U S Broad Market ETF (SCHB) | 4.6 | $10M | 134k | 76.88 | |
| iShares S&P 500 Index (IVV) | 3.9 | $8.9M | 28k | 323.23 | |
| SPDR S&P MidCap 400 ETF (MDY) | 2.7 | $6.2M | 16k | 375.38 | |
| Pepsi (PEP) | 2.0 | $4.6M | 33k | 136.66 | |
| Focus Finl Partners | 1.6 | $3.6M | 123k | 29.47 | |
| Vanguard Mid-Cap ETF (VO) | 1.3 | $2.8M | 16k | 178.15 | |
| Microsoft Corporation (MSFT) | 1.2 | $2.7M | 17k | 157.67 | |
| iShares S&P Europe 350 Index (IEV) | 1.2 | $2.6M | 56k | 46.96 | |
| Procter & Gamble Company (PG) | 0.9 | $2.2M | 17k | 124.90 | |
| Stanley Black & Decker (SWK) | 0.9 | $2.1M | 13k | 165.72 | |
| SPDR DJ Wilshire REIT (RWR) | 0.9 | $2.1M | 20k | 102.01 | |
| Instructure | 0.9 | $1.9M | 41k | 48.20 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.8 | $1.8M | 26k | 69.44 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $1.7M | 12k | 139.38 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $1.6M | 23k | 69.77 | |
| Visa (V) | 0.7 | $1.6M | 8.7k | 187.89 | |
| Technology SPDR (XLK) | 0.7 | $1.6M | 17k | 91.69 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.7 | $1.5M | 7.1k | 212.66 | |
| Facebook Inc cl a (META) | 0.7 | $1.5M | 7.1k | 205.21 | |
| United Technologies Corporation | 0.6 | $1.5M | 9.7k | 149.73 | |
| Johnson & Johnson (JNJ) | 0.6 | $1.4M | 9.8k | 145.84 | |
| Coca-Cola Company (KO) | 0.6 | $1.4M | 25k | 55.37 | |
| WisdomTree MidCap Dividend Fund (DON) | 0.6 | $1.4M | 36k | 38.05 | |
| iShares Russell Midcap Value Index (IWS) | 0.6 | $1.3M | 14k | 94.80 | |
| Intel Corporation (INTC) | 0.6 | $1.3M | 22k | 59.84 | |
| Berkshire Hathaway (BRK.B) | 0.6 | $1.3M | 5.6k | 226.49 | |
| Amazon (AMZN) | 0.6 | $1.3M | 685.00 | 1848.18 | |
| WisdomTree SmallCap Dividend Fund (DES) | 0.6 | $1.2M | 43k | 28.68 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.6 | $1.2M | 45k | 27.38 | |
| Pfizer (PFE) | 0.5 | $1.2M | 30k | 39.17 | |
| WisdomTree Dividend ex-Fin Fund (AIVL) | 0.5 | $1.2M | 13k | 92.54 | |
| WisdomTree Emerging Markets Eq (DEM) | 0.5 | $1.2M | 26k | 45.77 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.5 | $1.2M | 26k | 44.89 | |
| Chevron Corporation (CVX) | 0.5 | $1.1M | 9.5k | 120.51 | |
| Abbvie (ABBV) | 0.5 | $1.1M | 13k | 88.54 | |
| Home Depot (HD) | 0.5 | $1.1M | 5.0k | 218.29 | |
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.5 | $1.1M | 32k | 33.57 | |
| Financial Select Sector SPDR (XLF) | 0.5 | $1.0M | 33k | 30.79 | |
| Health Care SPDR (XLV) | 0.4 | $966k | 9.5k | 101.87 | |
| At&t (T) | 0.4 | $941k | 24k | 39.10 | |
| Ishares Tr usa min vo (USMV) | 0.4 | $942k | 14k | 65.60 | |
| Alphabet Inc Class A cs (GOOGL) | 0.4 | $940k | 702.00 | 1339.03 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.4 | $890k | 7.7k | 115.76 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.4 | $827k | 3.5k | 237.99 | |
| Invesco S&p 500 Low Volatility Etf (SPLV) | 0.4 | $844k | 15k | 58.32 | |
| Bank of New York Mellon Corporation (BK) | 0.4 | $825k | 16k | 50.33 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $803k | 2.4k | 329.64 | |
| iShares Russell 2000 Index (IWM) | 0.3 | $760k | 4.6k | 165.65 | |
| Walt Disney Company (DIS) | 0.3 | $747k | 5.2k | 144.57 | |
| UnitedHealth (UNH) | 0.3 | $727k | 2.5k | 294.09 | |
| Fifth Third Ban (FITB) | 0.3 | $727k | 24k | 30.73 | |
| Alphabet Inc Class C cs (GOOG) | 0.3 | $730k | 546.00 | 1337.00 | |
| McDonald's Corporation (MCD) | 0.3 | $690k | 3.5k | 197.54 | |
| Boeing Company (BA) | 0.3 | $711k | 2.2k | 325.70 | |
| Amgen (AMGN) | 0.3 | $680k | 2.8k | 241.13 | |
| Vanguard Europe Pacific ETF (VEA) | 0.3 | $680k | 15k | 44.08 | |
| Celsius Holdings (CELH) | 0.3 | $675k | 140k | 4.83 | |
| Starbucks Corporation (SBUX) | 0.3 | $663k | 7.5k | 87.97 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.3 | $645k | 2.3k | 285.15 | |
| Bank of America Corporation (BAC) | 0.3 | $634k | 18k | 35.23 | |
| Union Pacific Corporation (UNP) | 0.3 | $638k | 3.5k | 180.79 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.3 | $630k | 17k | 37.60 | |
| Wal-Mart Stores (WMT) | 0.3 | $618k | 5.2k | 118.87 | |
| Kinder Morgan (KMI) | 0.3 | $610k | 29k | 21.18 | |
| Ishares Inc core msci emkt (IEMG) | 0.3 | $607k | 11k | 53.76 | |
| Brookfield Asset Management | 0.2 | $567k | 9.8k | 57.75 | |
| Danaher Corporation (DHR) | 0.2 | $565k | 3.7k | 153.57 | |
| Vanguard Emerging Markets ETF (VWO) | 0.2 | $548k | 12k | 44.46 | |
| iShares MSCI EAFE Growth Index (EFG) | 0.2 | $552k | 6.4k | 86.47 | |
| S&p Global (SPGI) | 0.2 | $533k | 2.0k | 273.19 | |
| Verizon Communications (VZ) | 0.2 | $513k | 8.4k | 61.40 | |
| Allstate Corporation (ALL) | 0.2 | $510k | 4.5k | 112.51 | |
| Electronic Arts (EA) | 0.2 | $494k | 4.6k | 107.46 | |
| Realty Income (O) | 0.2 | $490k | 6.7k | 73.67 | |
| Utilities SPDR (XLU) | 0.2 | $491k | 7.6k | 64.61 | |
| iShares Cohen & Steers Realty Maj. (ICF) | 0.2 | $507k | 4.3k | 116.93 | |
| Spdr Series Trust cmn (HYMB) | 0.2 | $501k | 8.5k | 58.98 | |
| Cibc Cad (CM) | 0.2 | $476k | 5.7k | 83.20 | |
| Consumer Discretionary SPDR (XLY) | 0.2 | $476k | 3.8k | 125.30 | |
| Annaly Capital Management | 0.2 | $441k | 47k | 9.42 | |
| United Parcel Service (UPS) | 0.2 | $443k | 3.8k | 117.01 | |
| ConocoPhillips (COP) | 0.2 | $455k | 7.0k | 65.04 | |
| iShares Russell 1000 Growth Index (IWF) | 0.2 | $448k | 2.5k | 175.76 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.2 | $451k | 3.0k | 152.62 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.2 | $458k | 1.5k | 295.87 | |
| Comcast Corporation (CMCSA) | 0.2 | $434k | 9.6k | 44.98 | |
| Oracle Corporation (ORCL) | 0.2 | $431k | 8.1k | 52.97 | |
| Costco Wholesale Corporation (COST) | 0.2 | $400k | 1.4k | 293.90 | |
| FactSet Research Systems (FDS) | 0.2 | $402k | 1.5k | 268.00 | |
| Enterprise Products Partners (EPD) | 0.2 | $405k | 14k | 28.15 | |
| MasterCard Incorporated (MA) | 0.2 | $376k | 1.3k | 298.89 | |
| American Express Company (AXP) | 0.2 | $393k | 3.2k | 124.41 | |
| Honeywell International (HON) | 0.2 | $384k | 2.2k | 177.20 | |
| iShares Russell 2000 Growth Index (IWO) | 0.2 | $385k | 1.8k | 214.13 | |
| Vanguard Admiral Fds Inc cmn (IVOG) | 0.2 | $375k | 2.6k | 146.94 | |
| Monroe Cap (MRCC) | 0.2 | $378k | 35k | 10.87 | |
| Monster Beverage Corp (MNST) | 0.2 | $377k | 5.9k | 63.49 | |
| Vaneck Vectors Etf Tr nat res etf (HAP) | 0.2 | $392k | 11k | 37.21 | |
| Abbott Laboratories (ABT) | 0.2 | $361k | 4.2k | 86.76 | |
| Cisco Systems (CSCO) | 0.2 | $354k | 7.4k | 48.02 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $366k | 939.00 | 389.78 | |
| Merck & Co (MRK) | 0.2 | $363k | 4.0k | 90.89 | |
| Lowe's Companies (LOW) | 0.2 | $371k | 3.1k | 119.72 | |
| SPDR Gold Trust (GLD) | 0.2 | $365k | 2.6k | 142.91 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $368k | 3.0k | 124.66 | |
| Alerian Mlp Etf | 0.2 | $367k | 43k | 8.49 | |
| Mondelez Int (MDLZ) | 0.2 | $368k | 6.7k | 55.07 | |
| Alibaba Group Holding (BABA) | 0.2 | $360k | 1.7k | 212.26 | |
| Netflix (NFLX) | 0.1 | $340k | 1.1k | 323.19 | |
| 2u (TWOU) | 0.1 | $340k | 14k | 23.99 | |
| U.S. Bancorp (USB) | 0.1 | $326k | 5.5k | 59.36 | |
| Waste Management (WM) | 0.1 | $313k | 2.7k | 113.86 | |
| Carnival Corporation (CCL) | 0.1 | $316k | 6.2k | 50.76 | |
| Colgate-Palmolive Company (CL) | 0.1 | $313k | 4.5k | 68.93 | |
| Sempra Energy (SRE) | 0.1 | $312k | 2.1k | 151.53 | |
| salesforce (CRM) | 0.1 | $322k | 2.0k | 162.71 | |
| Vanguard Total Bond Market ETF (BND) | 0.1 | $325k | 3.9k | 83.78 | |
| Wisdomtree Tr intl hedge eqt (HEDJ) | 0.1 | $325k | 4.6k | 70.65 | |
| Linde | 0.1 | $319k | 1.5k | 213.09 | |
| AutoNation (AN) | 0.1 | $304k | 6.2k | 48.66 | |
| Norfolk Southern (NSC) | 0.1 | $285k | 1.5k | 193.88 | |
| General Electric Company | 0.1 | $290k | 26k | 11.16 | |
| International Flavors & Fragrances (IFF) | 0.1 | $283k | 2.2k | 128.81 | |
| Raytheon Company | 0.1 | $301k | 1.4k | 219.87 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $288k | 888.00 | 324.32 | |
| Altria (MO) | 0.1 | $295k | 5.9k | 49.97 | |
| Capital One Financial (COF) | 0.1 | $294k | 2.9k | 102.80 | |
| Diageo (DEO) | 0.1 | $285k | 1.7k | 168.64 | |
| Biogen Idec (BIIB) | 0.1 | $295k | 995.00 | 296.48 | |
| iShares Russell Midcap Index Fund (IWR) | 0.1 | $299k | 5.0k | 59.70 | |
| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.1 | $289k | 5.9k | 49.11 | |
| Republic Services (RSG) | 0.1 | $281k | 3.1k | 89.58 | |
| Cracker Barrel Old Country Store (CBRL) | 0.1 | $262k | 1.7k | 154.03 | |
| United Rentals (URI) | 0.1 | $267k | 1.6k | 166.77 | |
| GlaxoSmithKline | 0.1 | $261k | 5.6k | 46.93 | |
| International Business Machines (IBM) | 0.1 | $273k | 2.0k | 134.09 | |
| Philip Morris International (PM) | 0.1 | $280k | 3.3k | 85.00 | |
| Royal Dutch Shell | 0.1 | $279k | 4.7k | 59.02 | |
| General Dynamics Corporation (GD) | 0.1 | $280k | 1.6k | 176.10 | |
| Delta Air Lines (DAL) | 0.1 | $262k | 4.5k | 58.53 | |
| Industrial SPDR (XLI) | 0.1 | $276k | 3.4k | 81.58 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.1 | $281k | 4.5k | 62.91 | |
| iShares Dow Jones Select Dividend (DVY) | 0.1 | $272k | 2.6k | 105.63 | |
| WisdomTree Emerging Mkts Small Cp Div (DGS) | 0.1 | $265k | 5.5k | 47.89 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.1 | $275k | 3.8k | 72.75 | |
| Caterpillar (CAT) | 0.1 | $256k | 1.7k | 147.47 | |
| NVIDIA Corporation (NVDA) | 0.1 | $247k | 1.1k | 234.79 | |
| CVS Caremark Corporation (CVS) | 0.1 | $255k | 3.4k | 74.30 | |
| Nike (NKE) | 0.1 | $258k | 2.5k | 101.34 | |
| Qualcomm (QCOM) | 0.1 | $258k | 2.9k | 88.39 | |
| CoStar (CSGP) | 0.1 | $241k | 402.00 | 599.50 | |
| Pvh Corporation (PVH) | 0.1 | $258k | 2.5k | 105.22 | |
| American Tower Reit (AMT) | 0.1 | $257k | 1.1k | 230.08 | |
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.1 | $252k | 4.5k | 56.62 | |
| Goldman Sachs (GS) | 0.1 | $232k | 1.0k | 229.93 | |
| Eli Lilly & Co. (LLY) | 0.1 | $235k | 1.8k | 131.51 | |
| Bristol Myers Squibb (BMY) | 0.1 | $232k | 3.6k | 64.32 | |
| Illumina (ILMN) | 0.1 | $236k | 710.00 | 332.39 | |
| Southwest Airlines (LUV) | 0.1 | $228k | 4.2k | 53.89 | |
| Magellan Midstream Partners | 0.1 | $222k | 3.5k | 62.82 | |
| B&G Foods (BGS) | 0.1 | $230k | 13k | 17.95 | |
| Ingredion Incorporated (INGR) | 0.1 | $237k | 2.6k | 92.87 | |
| Royal Dutch Shell | 0.1 | $209k | 3.5k | 60.09 | |
| Brookfield Infrastructure Part (BIP) | 0.1 | $203k | 4.1k | 49.90 | |
| WisdomTree LargeCap Dividend Fund (DLN) | 0.1 | $201k | 1.9k | 105.96 | |
| Spdr Ser Tr sp500 fosl etf (SPYX) | 0.1 | $210k | 2.7k | 78.92 | |
| BGC Partners | 0.1 | $165k | 28k | 5.92 | |
| Newmark Group (NMRK) | 0.1 | $169k | 13k | 13.47 |
