Gyl Financial Synergies as of March 31, 2020
Portfolio Holdings for Gyl Financial Synergies
Gyl Financial Synergies holds 142 positions in its portfolio as reported in the March 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf (SPY) | 11.1 | $17M | 67k | 257.75 | |
iShares S&P MidCap 400 Index (IJH) | 6.6 | $10M | 72k | 143.87 | |
Apple (AAPL) | 6.3 | $9.8M | 39k | 254.28 | |
iShares S&P SmallCap 600 Index (IJR) | 6.1 | $9.5M | 170k | 56.11 | |
Schwab U S Broad Market ETF (SCHB) | 5.1 | $8.0M | 132k | 60.43 | |
iShares S&P 500 Index (IVV) | 4.7 | $7.4M | 29k | 258.40 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 4.6 | $7.2M | 145k | 49.89 | |
SPDR S&P MidCap 400 ETF (MDY) | 2.5 | $4.0M | 15k | 262.90 | |
Pepsi (PEP) | 2.5 | $3.9M | 33k | 120.10 | |
Microsoft Corporation (MSFT) | 1.8 | $2.8M | 18k | 157.73 | |
Focus Finl Partners | 1.8 | $2.8M | 121k | 23.01 | |
Technology SPDR (XLK) | 1.6 | $2.6M | 32k | 80.36 | |
Vanguard Mid-Cap ETF (VO) | 1.5 | $2.3M | 18k | 131.66 | |
Procter & Gamble Company (PG) | 1.3 | $2.0M | 18k | 110.02 | |
Invesco Qqq Trust Series 1 (QQQ) | 1.0 | $1.6M | 8.2k | 190.45 | |
Amazon (AMZN) | 1.0 | $1.5M | 767.00 | 1949.15 | |
iShares S&P Europe 350 Index (IEV) | 0.9 | $1.4M | 41k | 35.33 | |
Johnson & Johnson (JNJ) | 0.9 | $1.3M | 10k | 131.09 | |
SPDR DJ Wilshire REIT (RWR) | 0.8 | $1.3M | 18k | 72.22 | |
Home Depot (HD) | 0.8 | $1.3M | 6.7k | 186.70 | |
Stanley Black & Decker (SWK) | 0.8 | $1.2M | 12k | 99.99 | |
Visa (V) | 0.8 | $1.2M | 7.6k | 161.09 | |
Intel Corporation (INTC) | 0.8 | $1.2M | 22k | 54.12 | |
iShares MSCI EAFE Index Fund (EFA) | 0.8 | $1.2M | 23k | 53.45 | |
Nextera Energy (NEE) | 0.8 | $1.2M | 4.9k | 240.64 | |
Berkshire Hathaway (BRK.B) | 0.7 | $1.2M | 6.4k | 182.76 | |
Facebook Inc cl a (META) | 0.7 | $1.1M | 6.8k | 166.74 | |
JPMorgan Chase & Co. (JPM) | 0.7 | $1.1M | 12k | 89.99 | |
Coca-Cola Company (KO) | 0.7 | $1.1M | 24k | 44.24 | |
Pfizer (PFE) | 0.6 | $1.0M | 31k | 32.65 | |
Abbvie (ABBV) | 0.6 | $967k | 13k | 76.16 | |
United Technologies Corporation | 0.6 | $935k | 9.9k | 94.32 | |
Exxon Mobil Corporation (XOM) | 0.6 | $927k | 24k | 37.98 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.6 | $927k | 45k | 20.70 | |
WisdomTree MidCap Dividend Fund (DON) | 0.6 | $915k | 38k | 24.17 | |
At&t (T) | 0.5 | $839k | 29k | 29.15 | |
Alphabet Inc Class A cs (GOOGL) | 0.5 | $839k | 722.00 | 1162.05 | |
Financial Select Sector SPDR (XLF) | 0.5 | $811k | 39k | 20.82 | |
Vanguard Emerging Markets ETF (VWO) | 0.5 | $778k | 23k | 33.57 | |
Ishares Tr usa min vo (USMV) | 0.5 | $776k | 14k | 54.04 | |
WisdomTree Dividend ex-Fin Fund (AIVL) | 0.5 | $769k | 12k | 64.59 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 0.5 | $761k | 9.1k | 83.97 | |
Alphabet Inc Class C cs (GOOG) | 0.5 | $728k | 626.00 | 1162.94 | |
UnitedHealth (UNH) | 0.5 | $711k | 2.9k | 249.30 | |
WisdomTree Emerging Markets Eq (DEM) | 0.4 | $694k | 22k | 32.25 | |
Invesco S&p 500 Low Volatility Etf (SPLV) | 0.4 | $679k | 15k | 46.91 | |
Adobe Systems Incorporated (ADBE) | 0.4 | $661k | 2.1k | 318.09 | |
Consumer Discretionary SPDR (XLY) | 0.4 | $615k | 6.3k | 98.10 | |
Chevron Corporation (CVX) | 0.4 | $614k | 8.5k | 72.50 | |
Bank of New York Mellon Corporation (BK) | 0.4 | $610k | 18k | 33.69 | |
Wal-Mart Stores (WMT) | 0.4 | $599k | 5.3k | 113.64 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.4 | $596k | 2.7k | 219.36 | |
Celsius Holdings (CELH) | 0.4 | $588k | 140k | 4.21 | |
Amgen (AMGN) | 0.4 | $585k | 2.9k | 202.56 | |
Verizon Communications (VZ) | 0.4 | $578k | 11k | 53.69 | |
McDonald's Corporation (MCD) | 0.4 | $555k | 3.4k | 165.38 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.3 | $540k | 24k | 22.60 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.3 | $529k | 17k | 31.87 | |
iShares Russell 2000 Index (IWM) | 0.3 | $519k | 4.5k | 114.49 | |
WisdomTree SmallCap Dividend Fund (DES) | 0.3 | $515k | 29k | 18.03 | |
Danaher Corporation (DHR) | 0.3 | $507k | 3.7k | 138.37 | |
Union Pacific Corporation (UNP) | 0.3 | $486k | 3.4k | 140.95 | |
Walt Disney Company (DIS) | 0.3 | $468k | 4.8k | 96.55 | |
iShares MSCI EAFE Growth Index (EFG) | 0.3 | $463k | 6.5k | 71.09 | |
Electronic Arts (EA) | 0.3 | $462k | 4.6k | 100.26 | |
Utilities SPDR (XLU) | 0.3 | $460k | 8.3k | 55.35 | |
Brookfield Asset Management | 0.3 | $434k | 9.8k | 44.20 | |
S&p Global (SPGI) | 0.3 | $432k | 1.8k | 245.04 | |
Ishares Inc core msci emkt (IEMG) | 0.3 | $425k | 11k | 40.43 | |
Starbucks Corporation (SBUX) | 0.3 | $424k | 6.5k | 65.67 | |
Allstate Corporation (ALL) | 0.3 | $419k | 4.6k | 91.77 | |
Energy Select Sector SPDR (XLE) | 0.3 | $415k | 14k | 29.03 | |
iShares Cohen & Steers Realty Maj. (ICF) | 0.3 | $414k | 4.5k | 91.47 | |
Abbott Laboratories (ABT) | 0.3 | $404k | 5.1k | 78.84 | |
Costco Wholesale Corporation (COST) | 0.3 | $395k | 1.4k | 284.79 | |
FactSet Research Systems (FDS) | 0.2 | $391k | 1.5k | 260.67 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $387k | 11k | 34.13 | |
iShares Russell 1000 Growth Index (IWF) | 0.2 | $385k | 2.6k | 150.57 | |
Oracle Corporation (ORCL) | 0.2 | $374k | 7.7k | 48.32 | |
Bank of America Corporation (BAC) | 0.2 | $373k | 18k | 21.23 | |
Comcast Corporation (CMCSA) | 0.2 | $373k | 11k | 34.34 | |
Vanguard S&p 500 Etf idx (VOO) | 0.2 | $372k | 1.6k | 236.64 | |
Realty Income (O) | 0.2 | $372k | 7.5k | 49.85 | |
Netflix (NFLX) | 0.2 | $371k | 987.00 | 375.89 | |
Cibc Cad (CM) | 0.2 | $371k | 6.4k | 58.02 | |
United Parcel Service (UPS) | 0.2 | $368k | 3.9k | 93.45 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.2 | $368k | 3.0k | 121.69 | |
SPDR Gold Trust (GLD) | 0.2 | $364k | 2.5k | 148.03 | |
Intuitive Surgical (ISRG) | 0.2 | $361k | 728.00 | 495.88 | |
Vanguard Europe Pacific ETF (VEA) | 0.2 | $361k | 11k | 33.30 | |
Cisco Systems (CSCO) | 0.2 | $336k | 8.6k | 39.26 | |
Vanguard Total Bond Market ETF (BND) | 0.2 | $334k | 3.9k | 85.31 | |
Health Care SPDR (XLV) | 0.2 | $332k | 3.8k | 88.46 | |
Alibaba Group Holding (BABA) | 0.2 | $330k | 1.7k | 194.58 | |
Lowe's Companies (LOW) | 0.2 | $325k | 3.8k | 85.91 | |
TJX Companies (TJX) | 0.2 | $324k | 6.8k | 47.75 | |
American Express Company (AXP) | 0.2 | $316k | 3.7k | 85.54 | |
Biogen Idec (BIIB) | 0.2 | $315k | 995.00 | 316.58 | |
MasterCard Incorporated (MA) | 0.2 | $307k | 1.3k | 241.54 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $305k | 3.0k | 103.25 | |
Lockheed Martin Corporation (LMT) | 0.2 | $304k | 896.00 | 339.29 | |
Merck & Co (MRK) | 0.2 | $304k | 4.0k | 76.86 | |
Boeing Company (BA) | 0.2 | $303k | 2.0k | 149.11 | |
Select Sector Spdr Tr Communic etfeqty (XLC) | 0.2 | $303k | 6.9k | 44.23 | |
Blackrock Muniyield Insured Fund (MYI) | 0.2 | $302k | 24k | 12.80 | |
2u | 0.2 | $301k | 14k | 21.23 | |
iShares Dow Jones US Real Estate (IYR) | 0.2 | $298k | 4.3k | 69.67 | |
International Flavors & Fragrances (IFF) | 0.2 | $294k | 2.9k | 102.23 | |
Honeywell International (HON) | 0.2 | $293k | 2.2k | 133.91 | |
Mondelez Int (MDLZ) | 0.2 | $289k | 5.8k | 50.00 | |
Vanguard Admiral Fds Inc cmn (IVOG) | 0.2 | $282k | 2.6k | 110.50 | |
Rogers Communications -cl B (RCI) | 0.2 | $280k | 6.8k | 41.48 | |
Monster Beverage Corp (MNST) | 0.2 | $278k | 4.9k | 56.30 | |
Kinder Morgan (KMI) | 0.2 | $268k | 19k | 13.91 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.2 | $266k | 4.7k | 56.34 | |
NVIDIA Corporation (NVDA) | 0.2 | $265k | 1.0k | 263.42 | |
Monroe Cap (MRCC) | 0.2 | $259k | 37k | 7.09 | |
Annaly Capital Management | 0.2 | $258k | 51k | 5.07 | |
Thermo Fisher Scientific (TMO) | 0.2 | $250k | 881.00 | 283.77 | |
Spdr Ser Tr sp500 fosl etf (SPYX) | 0.2 | $248k | 3.9k | 63.82 | |
Eli Lilly & Co. (LLY) | 0.2 | $246k | 1.8k | 138.51 | |
American Tower Reit (AMT) | 0.2 | $243k | 1.1k | 217.55 | |
Linde | 0.2 | $242k | 1.4k | 172.98 | |
salesforce (CRM) | 0.2 | $238k | 1.7k | 144.16 | |
Wisdomtree Tr intl hedge eqt (HEDJ) | 0.2 | $236k | 4.6k | 51.30 | |
Waste Management (WM) | 0.1 | $227k | 2.4k | 92.73 | |
Sempra Energy (SRE) | 0.1 | $226k | 2.0k | 112.77 | |
Philip Morris International (PM) | 0.1 | $223k | 3.1k | 73.02 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 0.1 | $222k | 5.9k | 37.72 | |
Diageo (DEO) | 0.1 | $220k | 1.7k | 127.02 | |
iShares S&P 1500 Index Fund (ITOT) | 0.1 | $216k | 3.8k | 57.14 | |
iShares Russell Midcap Index Fund (IWR) | 0.1 | $216k | 5.0k | 43.13 | |
Clorox Company (CLX) | 0.1 | $212k | 1.2k | 173.63 | |
General Dynamics Corporation (GD) | 0.1 | $210k | 1.6k | 132.08 | |
Altria (MO) | 0.1 | $206k | 5.3k | 38.70 | |
Industrial SPDR (XLI) | 0.1 | $204k | 3.5k | 58.99 | |
General Electric Company | 0.1 | $201k | 25k | 7.95 | |
Colgate-Palmolive Company (CL) | 0.1 | $201k | 3.0k | 66.31 | |
Enterprise Products Partners (EPD) | 0.1 | $175k | 12k | 14.30 | |
Alerian Mlp Etf | 0.0 | $73k | 21k | 3.43 | |
BGC Partners | 0.0 | $70k | 28k | 2.51 | |
Newmark Group (NMRK) | 0.0 | $53k | 13k | 4.22 |