Gyl Financial Synergies

Gyl Financial Synergies as of June 30, 2021

Portfolio Holdings for Gyl Financial Synergies

Gyl Financial Synergies holds 183 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.9 $15M 112k 136.96
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 6.6 $13M 123k 104.27
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.6 $13M 30k 428.07
Ishares Tr Core S&p500 Etf (IVV) 3.8 $7.4M 17k 429.94
Microsoft Corporation (MSFT) 2.8 $5.4M 20k 270.91
Ishares Tr Core S&p Mcp Etf (IJH) 2.7 $5.2M 19k 268.74
Pepsi (PEP) 2.5 $4.8M 32k 148.16
Vanguard Index Fds Mid Cap Etf (VO) 2.2 $4.3M 18k 237.37
Select Sector Spdr Tr Technology (XLK) 2.1 $4.0M 27k 147.65
Ishares Tr Core Msci Eafe (IEFA) 1.7 $3.4M 45k 74.85
JPMorgan Chase & Co. (JPM) 1.4 $2.8M 18k 155.52
Amazon (AMZN) 1.4 $2.7M 790.00 3440.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $2.7M 9.6k 277.94
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.4 $2.7M 7.5k 354.47
Focus Finl Partners Com Cl A 1.3 $2.5M 52k 48.50
Procter & Gamble Company (PG) 1.3 $2.5M 19k 134.92
Stanley Black & Decker (SWK) 1.2 $2.3M 11k 205.03
Facebook Cl A (META) 1.1 $2.1M 5.9k 347.75
Home Depot (HD) 1.1 $2.0M 6.4k 318.82
Coca-Cola Company (KO) 1.0 $1.8M 34k 54.10
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.9 $1.7M 53k 32.89
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.7M 685.00 2442.34
Exxon Mobil Corporation (XOM) 0.8 $1.6M 26k 63.07
Abbvie (ABBV) 0.7 $1.4M 13k 112.64
Visa Com Cl A (V) 0.7 $1.4M 5.9k 233.83
Nextera Energy (NEE) 0.7 $1.3M 18k 73.29
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.3M 530.00 2505.66
Johnson & Johnson (JNJ) 0.7 $1.3M 8.0k 164.68
Select Sector Spdr Tr Energy (XLE) 0.7 $1.3M 24k 53.88
Union Pacific Corporation (UNP) 0.7 $1.3M 5.7k 220.01
Verizon Communications (VZ) 0.6 $1.2M 22k 56.04
Intel Corporation (INTC) 0.6 $1.2M 21k 56.13
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.6 $1.2M 4.5k 262.47
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.6 $1.1M 6.4k 178.50
Wisdomtree Tr Us Midcap Divid (DON) 0.6 $1.1M 27k 41.95
Comcast Corp Cl A (CMCSA) 0.6 $1.1M 19k 57.01
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.1M 9.5k 112.94
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $1.1M 7.2k 150.68
UnitedHealth (UNH) 0.5 $1.0M 2.6k 400.54
United Parcel Service CL B (UPS) 0.5 $1.0M 4.9k 208.04
Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.0M 4.4k 229.35
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.0M 19k 54.29
Qualcomm (QCOM) 0.5 $980k 6.9k 142.96
Merck & Co (MRK) 0.5 $974k 13k 77.79
CVS Caremark Corporation (CVS) 0.5 $963k 12k 83.42
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $937k 2.7k 344.87
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.5 $915k 8.6k 106.20
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $915k 2.3k 393.55
NVIDIA Corporation (NVDA) 0.5 $902k 1.1k 800.35
Walt Disney Company (DIS) 0.5 $899k 5.1k 175.86
Wal-Mart Stores (WMT) 0.5 $877k 6.2k 140.95
Ishares Tr Msci Eafe Etf (EFA) 0.5 $875k 11k 78.89
Adobe Systems Incorporated (ADBE) 0.4 $844k 1.4k 585.70
Starbucks Corporation (SBUX) 0.4 $842k 7.5k 111.83
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $825k 11k 73.62
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $822k 14k 60.88
Danaher Corporation (DHR) 0.4 $812k 3.0k 268.52
Raytheon Technologies Corp (RTX) 0.4 $812k 9.5k 85.29
Seagate Technology Hldngs Pl Ord Shs (STX) 0.4 $801k 9.1k 87.93
Select Sector Spdr Tr Communication (XLC) 0.4 $797k 9.8k 80.95
McDonald's Corporation (MCD) 0.4 $794k 3.4k 231.08
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.4 $777k 17k 45.65
S&p Global (SPGI) 0.4 $760k 1.9k 410.59
Intuitive Surgical Com New (ISRG) 0.4 $759k 825.00 920.00
Brookfield Asset Mgmt Cl A Ltd Vt Sh 0.4 $751k 15k 50.99
Costco Wholesale Corporation (COST) 0.4 $704k 1.8k 395.95
Amgen (AMGN) 0.4 $702k 2.9k 243.75
Pfizer (PFE) 0.4 $688k 18k 39.15
Abbott Laboratories (ABT) 0.3 $677k 5.8k 115.96
Blackstone Group Inc Com Cl A (BX) 0.3 $664k 6.8k 97.10
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $663k 1.4k 490.75
Stryker Corporation (SYK) 0.3 $658k 2.5k 259.77
Chevron Corporation (CVX) 0.3 $621k 5.9k 104.76
Ishares Tr Cohen Steer Reit (ICF) 0.3 $620k 9.5k 65.39
Select Sector Spdr Tr Financial (XLF) 0.3 $617k 17k 36.70
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $613k 5.4k 113.20
Oracle Corporation (ORCL) 0.3 $610k 7.8k 77.90
American Express Company (AXP) 0.3 $608k 3.7k 165.17
International Business Machines (IBM) 0.3 $608k 4.1k 146.54
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $606k 2.2k 271.51
ConAgra Foods (CAG) 0.3 $582k 16k 36.38
Wisdomtree Tr Us Smallcap Divd (DES) 0.3 $580k 18k 31.87
AutoNation (AN) 0.3 $578k 6.1k 94.77
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $569k 15k 39.36
Bank of America Corporation (BAC) 0.3 $564k 14k 41.23
Hormel Foods Corporation (HRL) 0.3 $559k 12k 47.78
Bank of New York Mellon Corporation (BK) 0.3 $559k 11k 51.24
Carrier Global Corporation (CARR) 0.3 $556k 11k 48.58
Electronic Arts (EA) 0.3 $547k 3.8k 143.72
Annaly Capital Management 0.3 $547k 62k 8.88
Discover Financial Services (DFS) 0.3 $540k 4.6k 118.29
Nexstar Media Group Cl A (NXST) 0.3 $529k 3.6k 147.85
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.3 $523k 8.1k 64.46
Republic Services (RSG) 0.3 $518k 4.7k 109.98
AutoZone (AZO) 0.3 $518k 347.00 1492.80
General Electric Company 0.3 $507k 38k 13.47
FedEx Corporation (FDX) 0.3 $505k 1.7k 298.11
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $505k 2.2k 226.97
FactSet Research Systems (FDS) 0.3 $503k 1.5k 335.33
Goldman Sachs (GS) 0.3 $502k 1.3k 379.44
Boeing Company (BA) 0.3 $501k 2.1k 239.60
Pvh Corporation (PVH) 0.3 $497k 4.6k 107.51
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $482k 5.9k 82.36
Monroe Cap (MRCC) 0.2 $479k 45k 10.73
American Tower Reit (AMT) 0.2 $474k 1.8k 270.09
Paypal Holdings (PYPL) 0.2 $473k 1.6k 291.44
Mastercard Incorporated Cl A (MA) 0.2 $465k 1.3k 364.99
TJX Companies (TJX) 0.2 $461k 6.8k 67.42
Capital One Financial (COF) 0.2 $459k 3.0k 154.81
Thermo Fisher Scientific (TMO) 0.2 $455k 901.00 504.99
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $445k 4.4k 102.02
Allstate Corporation (ALL) 0.2 $442k 3.4k 130.34
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $438k 4.4k 98.78
Celsius Hldgs Com New (CELH) 0.2 $437k 5.7k 76.08
Nrg Energy Com New (NRG) 0.2 $432k 11k 40.31
Monster Beverage Corp (MNST) 0.2 $426k 4.7k 91.38
Linde SHS 0.2 $418k 1.4k 289.27
Marriott Intl Cl A (MAR) 0.2 $413k 3.0k 136.53
Fidelity National Financial Fnf Group Com (FNF) 0.2 $411k 9.5k 43.43
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $411k 7.5k 55.09
Honeywell International (HON) 0.2 $409k 1.9k 219.19
At&t (T) 0.2 $405k 14k 28.78
Otis Worldwide Corp (OTIS) 0.2 $399k 4.9k 81.68
Spdr Gold Tr Gold Shs (GLD) 0.2 $398k 2.4k 165.76
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $397k 5.0k 79.27
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $391k 2.5k 154.91
Eli Lilly & Co. (LLY) 0.2 $390k 1.7k 229.55
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $389k 3.1k 125.89
Us Bancorp Del Com New (USB) 0.2 $363k 6.4k 57.02
Netflix (NFLX) 0.2 $358k 678.00 528.02
Caterpillar (CAT) 0.2 $352k 1.6k 217.82
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.2 $351k 4.6k 76.30
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $343k 4.0k 85.90
United Rentals (URI) 0.2 $340k 1.1k 318.95
BlackRock 0.2 $336k 384.00 875.00
Enterprise Products Partners (EPD) 0.2 $334k 14k 24.14
Illumina (ILMN) 0.2 $331k 699.00 473.53
Ishares Tr Europe Etf (IEV) 0.2 $325k 6.1k 53.30
Ark Etf Tr Innovation Etf (ARKK) 0.2 $324k 2.5k 130.80
Ishares Tr Select Divid Etf (DVY) 0.2 $308k 2.6k 116.67
Tesla Motors (TSLA) 0.2 $307k 451.00 680.71
Realty Income (O) 0.2 $305k 4.6k 66.77
Cisco Systems (CSCO) 0.2 $304k 5.7k 53.04
Deere & Company (DE) 0.2 $304k 863.00 352.26
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $302k 758.00 398.42
Carnival Corp Unit 99/99/9999 (CCL) 0.2 $293k 11k 26.35
Norfolk Southern (NSC) 0.2 $293k 1.1k 265.64
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.1 $274k 5.0k 54.57
Corning Incorporated (GLW) 0.1 $271k 6.6k 40.92
SYSCO Corporation (SYY) 0.1 $271k 3.5k 77.85
CSX Corporation (CSX) 0.1 $271k 8.4k 32.12
Sempra Energy (SRE) 0.1 $269k 2.0k 132.64
Shopify Cl A (SHOP) 0.1 $263k 180.00 1461.11
Micron Technology (MU) 0.1 $258k 3.0k 84.92
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $254k 2.5k 102.38
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $253k 4.9k 51.56
General Dynamics Corporation (GD) 0.1 $253k 1.3k 188.38
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $249k 7.7k 32.43
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $244k 1.5k 158.54
Ingredion Incorporated (INGR) 0.1 $231k 2.6k 90.52
Altria (MO) 0.1 $231k 4.8k 47.66
Nike CL B (NKE) 0.1 $229k 1.5k 154.73
Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX) 0.1 $228k 2.8k 82.01
Brookfield Infrast Partners Lp Int Unit (BIP) 0.1 $226k 4.1k 55.56
Medtronic SHS (MDT) 0.1 $226k 1.8k 124.18
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $226k 2.1k 107.47
Ishares Core Msci Emkt (IEMG) 0.1 $224k 3.4k 66.87
Spdr Ser Tr Dj Reit Etf (RWR) 0.1 $224k 2.1k 105.11
Magellan Midstream Prtnrs Com Unit Rp Lp 0.1 $222k 4.5k 48.96
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $220k 989.00 222.45
Broadcom (AVGO) 0.1 $218k 457.00 477.02
Ishares Tr Ishares Biotech (IBB) 0.1 $217k 1.3k 163.40
Philip Morris International (PM) 0.1 $216k 2.2k 99.04
Biogen Idec (BIIB) 0.1 $215k 620.00 346.77
Ishares Tr Eafe Value Etf (EFV) 0.1 $212k 4.1k 51.73
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.1 $210k 8.0k 26.28
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $210k 2.4k 87.87
Wisdomtree Tr Us Divid Ex Fncl (AIVL) 0.1 $207k 2.1k 97.27
Lowe's Companies (LOW) 0.1 $206k 1.1k 193.79
Vanguard Index Fds Small Cp Etf (VB) 0.1 $206k 913.00 225.63
Bristol Myers Squibb (BMY) 0.1 $201k 3.0k 66.69
Bgc Partners Cl A 0.1 $152k 27k 5.66
Regulus Therapeutics Com New 0.0 $33k 41k 0.80