Gyl Financial Synergies

Gyl Financial Synergies as of Sept. 30, 2021

Portfolio Holdings for Gyl Financial Synergies

Gyl Financial Synergies holds 188 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 8.0 $16M 111k 141.50
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 6.5 $13M 123k 103.86
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.4 $13M 29k 429.12
Ishares Tr Core S&p500 Etf (IVV) 3.6 $7.1M 16k 430.85
Microsoft Corporation (MSFT) 3.0 $5.9M 21k 281.91
Ishares Tr Core S&p Mcp Etf (IJH) 2.7 $5.3M 20k 263.06
Pepsi (PEP) 2.5 $4.8M 32k 150.42
Vanguard Index Fds Mid Cap Etf (VO) 2.1 $4.1M 17k 236.75
Select Sector Spdr Tr Technology (XLK) 2.1 $4.1M 27k 149.31
Ishares Tr Core Msci Eafe (IEFA) 1.7 $3.4M 46k 74.25
JPMorgan Chase & Co. (JPM) 1.4 $2.7M 17k 163.71
Home Depot (HD) 1.4 $2.7M 8.3k 328.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $2.6M 7.4k 357.98
Amazon (AMZN) 1.3 $2.6M 794.00 3284.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $2.6M 9.5k 272.89
Focus Finl Partners Com Cl A 1.3 $2.6M 50k 52.37
Procter & Gamble Company (PG) 1.2 $2.3M 16k 139.80
Facebook Cl A (META) 1.0 $2.0M 6.0k 339.41
Stanley Black & Decker (SWK) 1.0 $2.0M 11k 175.34
Coca-Cola Company (KO) 0.9 $1.9M 35k 52.48
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.8M 659.00 2673.75
Exxon Mobil Corporation (XOM) 0.8 $1.7M 28k 58.81
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.8 $1.6M 54k 30.48
Nextera Energy (NEE) 0.8 $1.6M 20k 78.53
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.4M 538.00 2665.43
Abbvie (ABBV) 0.7 $1.4M 13k 107.89
Johnson & Johnson (JNJ) 0.7 $1.3M 8.2k 161.44
Visa Com Cl A (V) 0.7 $1.3M 5.9k 222.67
Select Sector Spdr Tr Energy (XLE) 0.6 $1.3M 24k 52.10
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.2M 11k 109.20
Verizon Communications (VZ) 0.6 $1.2M 22k 54.02
Intel Corporation (INTC) 0.6 $1.2M 22k 53.29
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.6 $1.2M 4.5k 266.74
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.6 $1.2M 6.4k 179.46
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.2M 2.9k 394.33
Union Pacific Corporation (UNP) 0.6 $1.1M 5.8k 195.94
Wisdomtree Tr Us Midcap Divid (DON) 0.6 $1.1M 27k 41.47
Comcast Corp Cl A (CMCSA) 0.6 $1.1M 20k 55.94
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $1.1M 7.1k 149.84
UnitedHealth (UNH) 0.5 $991k 2.5k 390.77
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $975k 6.4k 153.54
NVIDIA Corporation (NVDA) 0.5 $952k 4.6k 207.27
CVS Caremark Corporation (CVS) 0.5 $950k 11k 84.85
Ishares Tr Msci Eafe Etf (EFA) 0.5 $943k 12k 78.00
Merck & Co (MRK) 0.5 $939k 13k 75.08
Walt Disney Company (DIS) 0.5 $935k 5.5k 169.20
Ishares Tr Russell 2000 Etf (IWM) 0.5 $933k 4.3k 218.86
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $929k 19k 50.01
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $919k 2.7k 338.24
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.5 $915k 8.6k 106.20
Qualcomm (QCOM) 0.5 $890k 6.9k 129.04
Raytheon Technologies Corp (RTX) 0.5 $888k 10k 85.91
Pfizer (PFE) 0.4 $874k 20k 43.02
Danaher Corporation (DHR) 0.4 $864k 2.8k 304.44
United Parcel Service CL B (UPS) 0.4 $849k 4.7k 182.07
Adobe Systems Incorporated (ADBE) 0.4 $826k 1.4k 575.61
Starbucks Corporation (SBUX) 0.4 $820k 7.4k 110.33
Wal-Mart Stores (WMT) 0.4 $800k 5.7k 139.37
Select Sector Spdr Tr Communication (XLC) 0.4 $792k 9.9k 80.13
Costco Wholesale Corporation (COST) 0.4 $777k 1.7k 449.13
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $774k 11k 73.47
Seagate Technology Hldngs Pl Ord Shs (STX) 0.4 $754k 9.1k 82.49
AutoNation (AN) 0.4 $744k 6.1k 121.71
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.4 $739k 17k 43.63
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $716k 12k 60.81
Abbott Laboratories (ABT) 0.4 $707k 6.0k 118.09
S&p Global (SPGI) 0.4 $690k 1.6k 425.14
Stryker Corporation (SYK) 0.3 $675k 2.6k 263.77
McDonald's Corporation (MCD) 0.3 $669k 2.8k 240.99
Select Sector Spdr Tr Financial (XLF) 0.3 $660k 18k 37.55
Oracle Corporation (ORCL) 0.3 $659k 7.6k 87.19
Cigna Corp (CI) 0.3 $658k 3.3k 200.18
Blackstone Group Inc Com Cl A (BX) 0.3 $656k 5.6k 116.42
Carrier Global Corporation (CARR) 0.3 $653k 13k 51.72
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $650k 1.4k 480.77
Amgen (AMGN) 0.3 $632k 3.0k 212.58
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $625k 2.3k 273.88
American Express Company (AXP) 0.3 $620k 3.7k 167.48
Ishares Tr Cohen Steer Reit (ICF) 0.3 $620k 9.5k 65.39
International Business Machines (IBM) 0.3 $616k 4.4k 138.96
Intuitive Surgical Com New (ISRG) 0.3 $590k 593.00 994.94
AutoZone (AZO) 0.3 $589k 347.00 1697.41
Chevron Corporation (CVX) 0.3 $589k 5.8k 101.53
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $581k 15k 38.80
FactSet Research Systems (FDS) 0.3 $577k 1.5k 394.94
Ishares Tr Select Divid Etf (DVY) 0.3 $574k 5.0k 114.66
Republic Services (RSG) 0.3 $570k 4.7k 120.03
Vanguard World Fds Health Car Etf (VHT) 0.3 $560k 2.3k 247.02
Wisdomtree Tr Us Smallcap Divd (DES) 0.3 $558k 18k 30.81
Bank of America Corporation (BAC) 0.3 $550k 13k 42.44
Nexstar Media Group Cl A (NXST) 0.3 $549k 3.6k 152.08
ConAgra Foods (CAG) 0.3 $548k 16k 33.84
Electronic Arts (EA) 0.3 $544k 3.8k 142.30
Bank of New York Mellon Corporation (BK) 0.3 $532k 10k 51.81
Annaly Capital Management 0.3 $528k 63k 8.42
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $525k 4.7k 111.96
Celsius Hldgs Com New (CELH) 0.3 $517k 5.7k 90.01
T. Rowe Price (TROW) 0.3 $511k 2.6k 196.54
Brookfield Asset Mgmt Cl A Ltd Vt Sh 0.3 $511k 9.5k 53.56
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.3 $502k 8.2k 61.23
Eli Lilly & Co. (LLY) 0.3 $500k 2.2k 231.05
Goldman Sachs (GS) 0.3 $500k 1.3k 377.93
General Electric Com New (GE) 0.3 $496k 4.8k 102.97
Hormel Foods Corporation (HRL) 0.2 $483k 12k 41.01
Pvh Corporation (PVH) 0.2 $479k 4.7k 102.72
Monroe Cap (MRCC) 0.2 $471k 45k 10.38
Thermo Fisher Scientific (TMO) 0.2 $467k 817.00 571.60
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $466k 5.9k 79.05
American Tower Reit (AMT) 0.2 $462k 1.7k 265.36
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $451k 15k 29.82
Marriott Intl Cl A (MAR) 0.2 $448k 3.0k 147.95
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $447k 4.4k 102.48
United Rentals (URI) 0.2 $443k 1.3k 351.31
Nrg Energy Com New (NRG) 0.2 $440k 11k 40.81
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $436k 4.4k 98.33
Mastercard Incorporated Cl A (MA) 0.2 $436k 1.3k 347.41
Boeing Company (BA) 0.2 $432k 2.0k 220.07
Linde SHS 0.2 $430k 1.5k 293.52
TJX Companies (TJX) 0.2 $428k 6.5k 66.02
Otis Worldwide Corp (OTIS) 0.2 $427k 5.2k 82.19
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $420k 8.3k 50.32
Paypal Holdings (PYPL) 0.2 $418k 1.6k 260.27
Monster Beverage Corp (MNST) 0.2 $414k 4.7k 88.80
Allstate Corporation (ALL) 0.2 $408k 3.2k 127.22
Apollo Global Mgmt Com Cl A 0.2 $402k 6.5k 61.59
Fidelity National Financial Fnf Group Com (FNF) 0.2 $397k 8.8k 45.36
Spdr Gold Tr Gold Shs (GLD) 0.2 $394k 2.4k 164.10
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $392k 5.0k 78.27
Honeywell International (HON) 0.2 $390k 1.8k 212.30
Cisco Systems (CSCO) 0.2 $387k 7.1k 54.50
Netflix (NFLX) 0.2 $385k 630.00 611.11
Us Bancorp Del Com New (USB) 0.2 $379k 6.4k 59.42
FedEx Corporation (FDX) 0.2 $374k 1.7k 219.48
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.2 $350k 4.6k 76.09
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $346k 4.0k 85.47
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $345k 4.6k 74.39
Tesla Motors (TSLA) 0.2 $340k 438.00 776.26
Capital One Financial (COF) 0.2 $330k 2.0k 161.76
BlackRock 0.2 $327k 390.00 838.46
Ishares Tr Europe Etf (IEV) 0.2 $318k 6.1k 52.15
Caterpillar (CAT) 0.2 $310k 1.6k 191.71
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $304k 758.00 401.06
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $303k 2.4k 127.36
Deere & Company (DE) 0.2 $296k 883.00 335.22
Enterprise Products Partners (EPD) 0.2 $296k 14k 21.62
At&t (T) 0.2 $295k 11k 27.01
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $292k 3.0k 97.95
Realty Income (O) 0.1 $288k 4.4k 64.92
Bristol Myers Squibb (BMY) 0.1 $288k 4.9k 59.11
Illumina (ILMN) 0.1 $284k 699.00 406.29
Ark Etf Tr Innovation Etf (ARKK) 0.1 $274k 2.5k 110.62
SYSCO Corporation (SYY) 0.1 $273k 3.5k 78.43
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $270k 1.8k 147.95
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.1 $269k 5.0k 53.58
Sempra Energy (SRE) 0.1 $263k 2.1k 126.56
General Dynamics Corporation (GD) 0.1 $263k 1.3k 195.83
Lowe's Companies (LOW) 0.1 $258k 1.3k 202.99
Carnival Corp Unit 99/99/9999 (CCL) 0.1 $257k 10k 24.99
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $255k 1.6k 156.54
CSX Corporation (CSX) 0.1 $251k 8.4k 29.75
Wisdomtree Tr Us Divid Ex Fncl (AIVL) 0.1 $248k 2.6k 93.90
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $248k 4.9k 50.54
Spdr Ser Tr Dj Reit Etf (RWR) 0.1 $244k 2.3k 105.63
Shopify Cl A (SHOP) 0.1 $243k 179.00 1357.54
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $243k 8.0k 30.42
Corning Incorporated (GLW) 0.1 $240k 6.6k 36.48
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $235k 2.9k 82.11
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $232k 2.2k 106.52
Ishares Core Msci Emkt (IEMG) 0.1 $228k 3.7k 61.77
Brookfield Infrast Partners Lp Int Unit (BIP) 0.1 $228k 4.1k 56.05
Ingredion Incorporated (INGR) 0.1 $227k 2.6k 88.95
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $222k 2.1k 105.41
Nike CL B (NKE) 0.1 $221k 1.5k 145.30
Broadcom (AVGO) 0.1 $220k 453.00 485.65
Accenture Plc Ireland Shs Class A (ACN) 0.1 $219k 686.00 319.24
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $219k 2.5k 87.60
Ishares Tr Eafe Value Etf (EFV) 0.1 $216k 4.3k 50.79
Micron Technology (MU) 0.1 $216k 3.0k 70.91
Ishares Tr Ishares Biotech (IBB) 0.1 $215k 1.3k 161.90
Dick's Sporting Goods (DKS) 0.1 $212k 1.8k 119.77
Altria (MO) 0.1 $212k 4.7k 45.47
Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX) 0.1 $208k 2.8k 74.82
Magellan Midstream Prtnrs Com Unit Rp Lp 0.1 $207k 4.5k 45.66
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $207k 934.00 221.63
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.1 $204k 8.0k 25.53
New Mountain Finance Corp (NMFC) 0.1 $141k 11k 13.27
Bgc Partners Cl A 0.1 $137k 26k 5.19
Regulus Therapeutics Com New 0.0 $28k 41k 0.68