Gyl Financial Synergies as of Sept. 30, 2020
Portfolio Holdings for Gyl Financial Synergies
Gyl Financial Synergies holds 154 positions in its portfolio as reported in the September 2020 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 9.0 | $14M | 118k | 115.81 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 7.4 | $11M | 34k | 334.90 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 6.9 | $11M | 132k | 79.64 | |
Ishares Tr Core S&p500 Etf (IVV) | 3.5 | $5.3M | 16k | 336.03 | |
Pepsi (PEP) | 3.0 | $4.6M | 33k | 138.58 | |
Microsoft Corporation (MSFT) | 2.7 | $4.0M | 19k | 210.34 | |
Select Sector Spdr Tr Technology (XLK) | 2.3 | $3.4M | 30k | 116.68 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 2.0 | $3.0M | 16k | 185.29 | |
Ishares Tr Core Msci Eafe (IEFA) | 2.0 | $3.0M | 50k | 60.27 | |
Vanguard Index Fds Mid Cap Etf (VO) | 1.9 | $3.0M | 17k | 176.27 | |
Procter & Gamble Company (PG) | 1.7 | $2.6M | 19k | 139.01 | |
Focus Finl Partners Com Cl A | 1.7 | $2.6M | 78k | 32.79 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.6 | $2.4M | 8.7k | 277.87 | |
Amazon (AMZN) | 1.6 | $2.4M | 768.00 | 3148.44 | |
Stanley Black & Decker (SWK) | 1.3 | $2.0M | 12k | 162.19 | |
Home Depot (HD) | 1.2 | $1.9M | 6.7k | 277.77 | |
Johnson & Johnson (JNJ) | 1.1 | $1.6M | 11k | 148.92 | |
Facebook Cl A (META) | 1.1 | $1.6M | 6.2k | 261.87 | |
Coca-Cola Company (KO) | 1.0 | $1.5M | 31k | 49.36 | |
Nextera Energy (NEE) | 1.0 | $1.5M | 5.4k | 277.52 | |
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.0 | $1.5M | 56k | 26.77 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $1.5M | 7.0k | 212.92 | |
Celsius Hldgs Com New (CELH) | 0.9 | $1.4M | 64k | 22.72 | |
Visa Com Cl A (V) | 0.9 | $1.4M | 7.2k | 200.00 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.9 | $1.3M | 9.0k | 146.96 | |
JPMorgan Chase & Co. (JPM) | 0.8 | $1.2M | 13k | 96.25 | |
Intel Corporation (INTC) | 0.8 | $1.2M | 23k | 51.76 | |
Pfizer (PFE) | 0.7 | $1.1M | 31k | 36.69 | |
Abbvie (ABBV) | 0.7 | $1.0M | 12k | 87.59 | |
At&t (T) | 0.7 | $1.0M | 35k | 28.51 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $945k | 645.00 | 1465.12 | |
Wisdomtree Tr Us Midcap Divid (DON) | 0.6 | $898k | 31k | 28.94 | |
Wal-Mart Stores (WMT) | 0.6 | $883k | 6.3k | 139.91 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.6 | $874k | 14k | 63.75 | |
UnitedHealth (UNH) | 0.5 | $834k | 2.7k | 311.66 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $832k | 7.7k | 108.09 | |
Starbucks Corporation (SBUX) | 0.5 | $819k | 9.5k | 85.89 | |
Amgen (AMGN) | 0.5 | $800k | 3.1k | 254.21 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $799k | 19k | 43.23 | |
Alphabet Cap Stk Cl C (GOOG) | 0.5 | $798k | 543.00 | 1469.61 | |
Danaher Corporation (DHR) | 0.5 | $789k | 3.7k | 215.34 | |
United Parcel Service CL B (UPS) | 0.5 | $784k | 4.7k | 166.70 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.5 | $777k | 15k | 53.66 | |
Raytheon Technologies Corp (RTX) | 0.5 | $769k | 13k | 57.51 | |
Exxon Mobil Corporation (XOM) | 0.5 | $764k | 22k | 34.33 | |
McDonald's Corporation (MCD) | 0.5 | $756k | 3.4k | 219.32 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.5 | $754k | 2.7k | 277.51 | |
Verizon Communications (VZ) | 0.5 | $727k | 12k | 59.46 | |
International Business Machines (IBM) | 0.5 | $727k | 6.0k | 121.69 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $727k | 11k | 63.61 | |
Union Pacific Corporation (UNP) | 0.5 | $695k | 3.5k | 196.88 | |
Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.5 | $690k | 20k | 35.25 | |
CVS Caremark Corporation (CVS) | 0.5 | $688k | 12k | 58.38 | |
Bank of New York Mellon Corporation (BK) | 0.4 | $676k | 20k | 34.32 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $665k | 4.4k | 149.84 | |
Select Sector Spdr Tr Energy (XLE) | 0.4 | $659k | 22k | 29.94 | |
S&p Global (SPGI) | 0.4 | $637k | 1.8k | 360.50 | |
Disney Walt Com Disney (DIS) | 0.4 | $636k | 5.1k | 124.07 | |
NVIDIA Corporation (NVDA) | 0.4 | $627k | 1.2k | 541.45 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $620k | 8.8k | 70.25 | |
Adobe Systems Incorporated (ADBE) | 0.4 | $616k | 1.3k | 490.06 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $607k | 17k | 36.45 | |
Abbott Laboratories (ABT) | 0.4 | $576k | 5.3k | 108.82 | |
Cibc Cad (CM) | 0.4 | $573k | 7.7k | 74.72 | |
Wisdomtree Tr Us Divid Ex Fncl (AIVL) | 0.4 | $549k | 7.3k | 75.44 | |
Hldgs (UAL) | 0.4 | $546k | 16k | 34.78 | |
Allstate Corporation (ALL) | 0.4 | $546k | 5.8k | 94.07 | |
Ishares Tr Cohen Steer Reit (ICF) | 0.4 | $543k | 5.3k | 101.95 | |
Select Sector Spdr Tr Communication (XLC) | 0.3 | $529k | 8.9k | 59.44 | |
Costco Wholesale Corporation (COST) | 0.3 | $523k | 1.5k | 355.06 | |
Wisdomtree Tr Us Smallcap Divd (DES) | 0.3 | $520k | 25k | 21.07 | |
Rogers Communications CL B (RCI) | 0.3 | $519k | 13k | 39.65 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $519k | 8.7k | 59.34 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $517k | 1.8k | 294.08 | |
Oracle Corporation (ORCL) | 0.3 | $509k | 8.5k | 59.65 | |
Stryker Corporation (SYK) | 0.3 | $507k | 2.4k | 208.38 | |
Pvh Corporation (PVH) | 0.3 | $505k | 8.5k | 59.69 | |
FactSet Research Systems (FDS) | 0.3 | $502k | 1.5k | 334.67 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $495k | 2.3k | 216.82 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $493k | 1.5k | 339.06 | |
Merck & Co (MRK) | 0.3 | $488k | 5.9k | 82.99 | |
Electronic Arts (EA) | 0.3 | $487k | 3.7k | 130.28 | |
Brookfield Asset Mgmt Cl A Ltd Vt Sh | 0.3 | $487k | 15k | 33.07 | |
Comcast Corp Cl A (CMCSA) | 0.3 | $481k | 10k | 46.22 | |
Intuitive Surgical Com New (ISRG) | 0.3 | $481k | 678.00 | 709.44 | |
Mastercard Incorporated Cl A (MA) | 0.3 | $473k | 1.4k | 338.10 | |
Ishares Tr Intl Sel Div Etf (IDV) | 0.3 | $470k | 19k | 24.93 | |
Bank of America Corporation (BAC) | 0.3 | $469k | 20k | 24.11 | |
AutoNation (AN) | 0.3 | $468k | 8.8k | 52.89 | |
Mondelez Intl Cl A (MDLZ) | 0.3 | $466k | 8.1k | 57.39 | |
TJX Companies (TJX) | 0.3 | $463k | 8.3k | 55.68 | |
Lockheed Martin Corporation (LMT) | 0.3 | $462k | 1.2k | 383.72 | |
Ishares Core Msci Emkt (IEMG) | 0.3 | $459k | 8.7k | 52.78 | |
Realty Income (O) | 0.3 | $455k | 7.5k | 60.72 | |
Chevron Corporation (CVX) | 0.3 | $439k | 6.1k | 71.92 | |
International Flavors & Fragrances (IFF) | 0.3 | $438k | 3.6k | 122.52 | |
Annaly Capital Management | 0.3 | $436k | 61k | 7.12 | |
Carrier Global Corporation (CARR) | 0.3 | $411k | 13k | 30.56 | |
Monster Beverage Corp (MNST) | 0.3 | $398k | 5.0k | 80.21 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $394k | 2.3k | 172.66 | |
Thermo Fisher Scientific (TMO) | 0.3 | $393k | 890.00 | 441.57 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $388k | 1.3k | 307.69 | |
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.3 | $384k | 4.6k | 83.61 | |
Waste Management (WM) | 0.2 | $372k | 3.3k | 113.14 | |
FedEx Corporation (FDX) | 0.2 | $365k | 1.5k | 251.38 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $361k | 2.8k | 128.52 | |
Spdr Gold Tr Gold Shs (GLD) | 0.2 | $361k | 2.0k | 177.13 | |
Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.2 | $357k | 15k | 24.07 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $356k | 4.0k | 88.18 | |
Corning Incorporated (GLW) | 0.2 | $356k | 11k | 32.38 | |
Republic Services (RSG) | 0.2 | $355k | 3.8k | 93.22 | |
Boeing Company (BA) | 0.2 | $352k | 2.1k | 165.03 | |
American Express Company (AXP) | 0.2 | $344k | 3.4k | 100.35 | |
Linde SHS | 0.2 | $344k | 1.4k | 238.06 | |
Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $341k | 4.3k | 79.73 | |
Honeywell International (HON) | 0.2 | $340k | 2.1k | 164.81 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $335k | 4.4k | 75.55 | |
W.W. Grainger (GWW) | 0.2 | $327k | 916.00 | 356.99 | |
Netflix (NFLX) | 0.2 | $316k | 632.00 | 500.00 | |
Colgate-Palmolive Company (CL) | 0.2 | $315k | 4.1k | 77.09 | |
Otis Worldwide Corp (OTIS) | 0.2 | $313k | 5.0k | 62.50 | |
Medtronic SHS (MDT) | 0.2 | $312k | 3.0k | 103.79 | |
Cisco Systems (CSCO) | 0.2 | $297k | 7.5k | 39.36 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $287k | 5.0k | 57.31 | |
Monroe Cap (MRCC) | 0.2 | $286k | 42k | 6.83 | |
Clorox Company (CLX) | 0.2 | $285k | 1.4k | 210.02 | |
Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.2 | $284k | 4.6k | 61.74 | |
American Tower Reit (AMT) | 0.2 | $278k | 1.1k | 241.95 | |
Goldman Sachs (GS) | 0.2 | $272k | 1.4k | 201.03 | |
Qualcomm (QCOM) | 0.2 | $269k | 2.3k | 117.88 | |
Eli Lilly & Co. (LLY) | 0.2 | $266k | 1.8k | 148.11 | |
Smucker J M Com New (SJM) | 0.2 | $263k | 2.3k | 115.71 | |
Hormel Foods Corporation (HRL) | 0.2 | $257k | 5.3k | 48.93 | |
Ishares Tr Europe Etf (IEV) | 0.2 | $253k | 6.1k | 41.78 | |
Bristol Myers Squibb (BMY) | 0.2 | $252k | 4.2k | 60.26 | |
Marriott Intl Cl A (MAR) | 0.2 | $250k | 2.7k | 92.59 | |
Paypal Holdings (PYPL) | 0.2 | $250k | 1.3k | 196.85 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $245k | 2.3k | 105.29 | |
Sempra Energy (SRE) | 0.2 | $240k | 2.0k | 118.34 | |
Illumina (ILMN) | 0.2 | $236k | 764.00 | 308.90 | |
Norfolk Southern (NSC) | 0.2 | $236k | 1.1k | 213.96 | |
General Electric Company | 0.2 | $232k | 37k | 6.23 | |
salesforce (CRM) | 0.1 | $227k | 904.00 | 251.11 | |
Enterprise Products Partners (EPD) | 0.1 | $218k | 14k | 15.76 | |
SYSCO Corporation (SYY) | 0.1 | $217k | 3.5k | 62.34 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $215k | 690.00 | 311.59 | |
Ishares Tr Select Divid Etf (DVY) | 0.1 | $210k | 2.6k | 81.55 | |
Capital One Financial (COF) | 0.1 | $208k | 2.9k | 71.75 | |
Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.1 | $208k | 5.0k | 41.43 | |
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) | 0.1 | $208k | 5.3k | 39.13 | |
Biogen Idec (BIIB) | 0.1 | $207k | 730.00 | 283.56 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.1 | $201k | 4.9k | 40.96 | |
Nike CL B (NKE) | 0.1 | $201k | 1.6k | 125.78 | |
Bgc Partners Cl A | 0.0 | $67k | 28k | 2.41 |