Gyl Financial Synergies as of June 30, 2020
Portfolio Holdings for Gyl Financial Synergies
Gyl Financial Synergies holds 150 positions in its portfolio as reported in the June 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 7.8 | $11M | 29k | 364.82 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 7.7 | $11M | 34k | 308.36 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 7.0 | $9.7M | 132k | 73.47 | |
Ishares Tr Core S&p500 Etf (IVV) | 3.6 | $5.0M | 16k | 309.67 | |
Pepsi (PEP) | 3.1 | $4.3M | 33k | 132.27 | |
Focus Finl Partners Com Cl A | 2.7 | $3.7M | 111k | 33.05 | |
Microsoft Corporation (MSFT) | 2.6 | $3.6M | 18k | 203.51 | |
Select Sector Spdr Tr Technology (XLK) | 2.3 | $3.1M | 30k | 104.50 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 2.2 | $3.1M | 17k | 177.81 | |
Ishares Tr Core Msci Eafe (IEFA) | 2.1 | $2.9M | 51k | 57.16 | |
Vanguard Index Fds Mid Cap Etf (VO) | 2.0 | $2.8M | 17k | 163.94 | |
Procter & Gamble Company (PG) | 1.6 | $2.2M | 18k | 119.55 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.6 | $2.1M | 8.7k | 247.60 | |
Amazon (AMZN) | 1.5 | $2.1M | 748.00 | 2759.36 | |
Stanley Black & Decker (SWK) | 1.2 | $1.7M | 12k | 139.37 | |
Home Depot (HD) | 1.1 | $1.6M | 6.3k | 250.55 | |
Facebook Cl A (META) | 1.0 | $1.4M | 6.3k | 227.11 | |
Johnson & Johnson (JNJ) | 1.0 | $1.4M | 10k | 140.68 | |
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.0 | $1.4M | 56k | 24.36 | |
Visa Com Cl A (V) | 1.0 | $1.3M | 7.0k | 193.15 | |
Coca-Cola Company (KO) | 1.0 | $1.3M | 30k | 44.68 | |
Nextera Energy (NEE) | 0.9 | $1.3M | 5.4k | 240.23 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $1.2M | 6.9k | 178.53 | |
Celsius Hldgs Com New (CELH) | 0.9 | $1.2M | 104k | 11.77 | |
Exxon Mobil Corporation (XOM) | 0.9 | $1.2M | 26k | 44.73 | |
Abbvie (ABBV) | 0.8 | $1.2M | 12k | 98.17 | |
JPMorgan Chase & Co. (JPM) | 0.8 | $1.1M | 12k | 94.05 | |
Intel Corporation (INTC) | 0.8 | $1.1M | 18k | 59.83 | |
Pfizer (PFE) | 0.7 | $961k | 29k | 32.71 | |
Select Sector Spdr Tr Energy (XLE) | 0.7 | $943k | 25k | 37.85 | |
Wisdomtree Tr Us Midcap Divid (DON) | 0.7 | $941k | 33k | 28.35 | |
At&t (T) | 0.7 | $906k | 30k | 30.23 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $902k | 636.00 | 1418.24 | |
Ishares Tr Msci Min Vol Etf (USMV) | 0.6 | $871k | 14k | 60.65 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.6 | $854k | 6.7k | 127.77 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $783k | 7.7k | 101.73 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $778k | 11k | 68.32 | |
UnitedHealth (UNH) | 0.6 | $777k | 2.6k | 295.10 | |
Alphabet Cap Stk Cl C (GOOG) | 0.6 | $768k | 543.00 | 1414.36 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $768k | 13k | 60.88 | |
Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.5 | $758k | 21k | 36.14 | |
Raytheon Technologies Corp (RTX) | 0.5 | $745k | 12k | 61.62 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $733k | 19k | 39.61 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.5 | $719k | 15k | 49.66 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.5 | $701k | 2.7k | 258.01 | |
Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.5 | $681k | 29k | 23.13 | |
Bank of New York Mellon Corporation (BK) | 0.5 | $659k | 17k | 38.67 | |
Wisdomtree Tr Us Divid Ex Fncl (AIVL) | 0.5 | $654k | 8.9k | 73.76 | |
International Business Machines (IBM) | 0.5 | $651k | 5.4k | 120.73 | |
Danaher Corporation (DHR) | 0.5 | $648k | 3.7k | 176.86 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $643k | 4.5k | 143.18 | |
CVS Caremark Corporation (CVS) | 0.5 | $635k | 9.8k | 65.00 | |
Wal-Mart Stores (WMT) | 0.5 | $628k | 5.2k | 119.71 | |
McDonald's Corporation (MCD) | 0.5 | $622k | 3.4k | 184.62 | |
Amgen (AMGN) | 0.4 | $615k | 2.6k | 235.81 | |
Verizon Communications (VZ) | 0.4 | $613k | 11k | 55.17 | |
Wisdomtree Tr Us Smallcap Divd (DES) | 0.4 | $605k | 29k | 21.16 | |
Adobe Systems Incorporated (ADBE) | 0.4 | $602k | 1.4k | 435.60 | |
Union Pacific Corporation (UNP) | 0.4 | $585k | 3.5k | 168.93 | |
S&p Global (SPGI) | 0.4 | $582k | 1.8k | 329.37 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $576k | 17k | 34.64 | |
Ishares Tr Intl Sel Div Etf (IDV) | 0.4 | $560k | 22k | 25.10 | |
Ishares Tr Cohen Steer Reit (ICF) | 0.4 | $548k | 5.4k | 100.81 | |
Hldgs (UAL) | 0.4 | $543k | 16k | 34.59 | |
Disney Walt Com Disney (DIS) | 0.4 | $538k | 4.8k | 111.46 | |
United Parcel Service CL B (UPS) | 0.4 | $507k | 4.6k | 111.28 | |
Chevron Corporation (CVX) | 0.4 | $499k | 5.6k | 89.17 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $496k | 8.8k | 56.41 | |
FactSet Research Systems (FDS) | 0.4 | $493k | 1.5k | 328.67 | |
Realty Income (O) | 0.4 | $492k | 8.3k | 59.54 | |
Brookfield Asset Mgmt Cl A Ltd Vt Sh | 0.4 | $485k | 15k | 32.93 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $471k | 1.5k | 324.38 | |
Lowe's Companies (LOW) | 0.3 | $468k | 3.5k | 135.06 | |
Abbott Laboratories (ABT) | 0.3 | $465k | 5.1k | 91.36 | |
Allstate Corporation (ALL) | 0.3 | $462k | 4.8k | 97.08 | |
Electronic Arts (EA) | 0.3 | $460k | 3.5k | 132.11 | |
Starbucks Corporation (SBUX) | 0.3 | $460k | 6.3k | 73.53 | |
Select Sector Spdr Tr Communication (XLC) | 0.3 | $453k | 8.4k | 54.01 | |
Intuitive Surgical Com New (ISRG) | 0.3 | $446k | 783.00 | 569.60 | |
Stryker Corporation (SYK) | 0.3 | $438k | 2.4k | 180.02 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $436k | 2.3k | 191.82 | |
Costco Wholesale Corporation (COST) | 0.3 | $427k | 1.4k | 303.48 | |
Ishares Core Msci Emkt (IEMG) | 0.3 | $414k | 8.7k | 47.60 | |
Comcast Corp Cl A (CMCSA) | 0.3 | $405k | 10k | 39.02 | |
Boeing Company (BA) | 0.3 | $399k | 2.2k | 183.45 | |
Lockheed Martin Corporation (LMT) | 0.3 | $398k | 1.1k | 365.14 | |
NVIDIA Corporation (NVDA) | 0.3 | $398k | 1.0k | 380.13 | |
Mondelez Intl Cl A (MDLZ) | 0.3 | $386k | 7.5k | 51.15 | |
Oracle Corporation (ORCL) | 0.3 | $385k | 7.0k | 55.28 | |
Mastercard Incorporated Cl A (MA) | 0.3 | $384k | 1.3k | 295.61 | |
Rogers Communications CL B (RCI) | 0.3 | $377k | 9.4k | 40.17 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $376k | 3.8k | 100.19 | |
Annaly Capital Management | 0.3 | $373k | 57k | 6.56 | |
Bank of America Corporation (BAC) | 0.3 | $362k | 15k | 23.74 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $361k | 2.3k | 158.19 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $356k | 1.3k | 283.67 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $351k | 4.0k | 88.44 | |
TJX Companies (TJX) | 0.3 | $348k | 6.9k | 50.60 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $346k | 1.6k | 215.98 | |
Monster Beverage Corp (MNST) | 0.2 | $344k | 5.0k | 69.33 | |
International Flavors & Fragrances (IFF) | 0.2 | $342k | 2.8k | 122.32 | |
Cisco Systems (CSCO) | 0.2 | $340k | 7.3k | 46.68 | |
Waste Management (WM) | 0.2 | $339k | 3.2k | 105.77 | |
Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $337k | 4.3k | 78.79 | |
American Express Company (AXP) | 0.2 | $326k | 3.4k | 95.13 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $324k | 2.8k | 117.05 | |
Thermo Fisher Scientific (TMO) | 0.2 | $322k | 890.00 | 361.80 | |
Merck & Co (MRK) | 0.2 | $316k | 4.1k | 77.24 | |
Diageo P L C Spon Adr New (DEO) | 0.2 | $306k | 2.3k | 134.33 | |
Spdr Gold Tr Gold Shs (GLD) | 0.2 | $305k | 1.8k | 167.40 | |
Linde SHS | 0.2 | $297k | 1.4k | 212.29 | |
Netflix (NFLX) | 0.2 | $296k | 651.00 | 454.69 | |
FedEx Corporation (FDX) | 0.2 | $295k | 2.1k | 140.28 | |
Otis Worldwide Corp (OTIS) | 0.2 | $294k | 5.2k | 56.92 | |
Eli Lilly & Co. (LLY) | 0.2 | $294k | 1.8k | 164.34 | |
AutoNation (AN) | 0.2 | $294k | 7.8k | 37.62 | |
Pvh Corporation (PVH) | 0.2 | $293k | 6.1k | 48.03 | |
American Tower Reit (AMT) | 0.2 | $290k | 1.1k | 258.24 | |
Honeywell International (HON) | 0.2 | $290k | 2.0k | 144.78 | |
Colgate-Palmolive Company (CL) | 0.2 | $288k | 3.9k | 73.17 | |
Republic Services (RSG) | 0.2 | $285k | 3.5k | 81.94 | |
Monroe Cap (MRCC) | 0.2 | $281k | 40k | 6.96 | |
Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.2 | $279k | 4.6k | 60.65 | |
Clorox Company (CLX) | 0.2 | $279k | 1.3k | 219.51 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $268k | 5.0k | 53.51 | |
Hormel Foods Corporation (HRL) | 0.2 | $265k | 5.5k | 48.30 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $262k | 3.8k | 69.31 | |
Ishares Tr Europe Etf (IEV) | 0.2 | $254k | 6.3k | 40.47 | |
CoStar (CSGP) | 0.2 | $251k | 353.00 | 711.05 | |
General Electric Company | 0.2 | $251k | 37k | 6.83 | |
ConocoPhillips (COP) | 0.2 | $239k | 5.7k | 42.08 | |
Sempra Energy (SRE) | 0.2 | $238k | 2.0k | 117.36 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.2 | $238k | 3.5k | 68.83 | |
Illumina (ILMN) | 0.2 | $235k | 635.00 | 370.08 | |
United Rentals (URI) | 0.2 | $233k | 1.6k | 149.26 | |
Marriott Intl Cl A (MAR) | 0.2 | $231k | 2.7k | 85.56 | |
Carrier Global Corporation (CARR) | 0.2 | $226k | 10k | 22.20 | |
Paypal Holdings (PYPL) | 0.2 | $218k | 1.3k | 174.12 | |
Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $218k | 5.0k | 43.23 | |
Glaxosmithkline Sponsored Adr | 0.2 | $215k | 5.3k | 40.81 | |
Qualcomm (QCOM) | 0.2 | $214k | 2.4k | 91.06 | |
Enterprise Products Partners (EPD) | 0.2 | $214k | 12k | 18.16 | |
Ingredion Incorporated (INGR) | 0.2 | $213k | 2.6k | 83.11 | |
Altria (MO) | 0.2 | $211k | 5.4k | 39.32 | |
Corning Incorporated (GLW) | 0.2 | $208k | 8.0k | 25.87 | |
Goldman Sachs (GS) | 0.2 | $208k | 1.1k | 197.53 | |
Ishares Tr Select Divid Etf (DVY) | 0.2 | $208k | 2.6k | 80.78 | |
Us Bancorp Del Com New (USB) | 0.1 | $205k | 5.6k | 36.90 | |
General Dynamics Corporation (GD) | 0.1 | $200k | 1.3k | 149.37 | |
Bgc Partners Cl A | 0.1 | $76k | 28k | 2.73 |