Gyl Financial Synergies

Gyl Financial Synergies as of March 31, 2022

Portfolio Holdings for Gyl Financial Synergies

Gyl Financial Synergies holds 203 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Qlt Fct (QUAL) 20.0 $84M 622k 134.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.3 $35M 77k 451.64
Vanguard World Fds Health Car Etf (VHT) 5.9 $25M 97k 254.38
Vanguard Specialized Funds Div App Etf (VIG) 5.1 $21M 131k 162.16
Apple (AAPL) 4.9 $21M 118k 174.61
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.9 $16M 211k 77.90
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.8 $12M 113k 104.94
Ishares Tr Msci Usa Sml Cp (SMLF) 2.5 $11M 195k 54.57
Vanguard Index Fds Total Stk Mkt (VTI) 2.4 $10M 45k 227.67
Ishares Tr Core S&p500 Etf (IVV) 2.1 $8.8M 19k 453.70
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.0 $8.3M 156k 53.39
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.8 $7.5M 271k 27.79
Microsoft Corporation (MSFT) 1.5 $6.4M 21k 308.33
Vanguard Wellington Us Quality (VFQY) 1.4 $5.9M 51k 116.22
Select Sector Spdr Tr Technology (XLK) 1.3 $5.5M 34k 158.93
Ishares Tr Core S&p Mcp Etf (IJH) 1.2 $5.1M 19k 268.35
Eli Lilly & Co. (LLY) 1.0 $4.2M 15k 286.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $4.1M 12k 352.88
Ishares Tr Core Msci Eafe (IEFA) 0.8 $3.4M 49k 69.51
Amazon (AMZN) 0.7 $3.1M 959.00 3260.69
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $2.7M 11k 237.86
JPMorgan Chase & Co. (JPM) 0.6 $2.6M 19k 136.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $2.6M 7.2k 362.49
Quest Diagnostics Incorporated (DGX) 0.5 $2.3M 17k 136.88
Home Depot (HD) 0.5 $2.2M 7.4k 299.29
Alphabet Cap Stk Cl C (GOOG) 0.5 $2.1M 765.00 2793.46
Procter & Gamble Company (PG) 0.5 $2.1M 14k 152.82
Ishares Tr National Mun Etf (MUB) 0.5 $2.0M 19k 109.62
Abbvie (ABBV) 0.4 $1.7M 11k 162.06
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.7M 618.00 2781.55
Merck & Co (MRK) 0.4 $1.7M 21k 82.05
Vanguard Index Fds Value Etf (VTV) 0.4 $1.6M 11k 147.77
Nextera Energy (NEE) 0.4 $1.6M 19k 84.70
Johnson & Johnson (JNJ) 0.4 $1.6M 8.9k 177.27
Meta Platforms Cl A (META) 0.4 $1.6M 7.1k 222.41
Verizon Communications (VZ) 0.4 $1.5M 30k 50.94
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $1.5M 53k 27.77
Exxon Mobil Corporation (XOM) 0.4 $1.5M 18k 82.57
Visa Com Cl A (V) 0.3 $1.4M 6.3k 221.71
Ishares Tr Core Total Usd (IUSB) 0.3 $1.4M 27k 49.63
Coca-Cola Company (KO) 0.3 $1.3M 21k 62.02
UnitedHealth (UNH) 0.3 $1.3M 2.5k 510.00
Select Sector Spdr Tr Energy (XLE) 0.3 $1.3M 17k 76.43
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.3 $1.3M 4.6k 275.60
United Parcel Service CL B (UPS) 0.3 $1.2M 5.5k 214.40
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $1.2M 26k 44.42
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.1M 7.3k 157.77
Medtronic SHS (MDT) 0.3 $1.1M 10k 110.92
Intel Corporation (INTC) 0.3 $1.1M 23k 49.54
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.3 $1.1M 57k 19.48
NVIDIA Corporation (NVDA) 0.3 $1.1M 4.0k 272.84
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $1.1M 5.9k 184.97
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.1M 2.6k 415.20
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.1M 10k 107.87
ConocoPhillips (COP) 0.2 $1.0M 10k 100.03
Qualcomm (QCOM) 0.2 $1.0M 6.6k 152.77
Chevron Corporation (CVX) 0.2 $1.0M 6.2k 162.85
Pfizer (PFE) 0.2 $932k 18k 51.77
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.2 $927k 27k 34.14
Select Sector Spdr Tr Communication (XLC) 0.2 $926k 14k 68.80
Ishares Tr Msci Eafe Etf (EFA) 0.2 $889k 12k 73.63
American Express Company (AXP) 0.2 $879k 4.7k 186.94
Blackstone Group Inc Com Cl A (BX) 0.2 $873k 6.9k 126.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $872k 19k 46.11
Ishares Tr Russell 2000 Etf (IWM) 0.2 $851k 4.1k 205.31
Union Pacific Corporation (UNP) 0.2 $850k 3.1k 273.22
Raytheon Technologies Corp (RTX) 0.2 $848k 8.6k 99.08
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $839k 13k 67.11
Pepsi (PEP) 0.2 $831k 5.0k 167.44
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $785k 2.3k 347.04
Adobe Systems Incorporated (ADBE) 0.2 $782k 1.7k 455.71
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $768k 2.8k 277.46
Costco Wholesale Corporation (COST) 0.2 $738k 1.3k 575.66
Electronic Arts (EA) 0.2 $726k 5.7k 126.46
Wal-Mart Stores (WMT) 0.2 $721k 4.8k 148.84
Ishares Tr Cohen Steer Reit (ICF) 0.2 $720k 10k 71.06
Starbucks Corporation (SBUX) 0.2 $720k 7.9k 90.92
Republic Services (RSG) 0.2 $719k 5.4k 132.46
American Tower Reit (AMT) 0.2 $710k 2.8k 251.06
Cigna Corp (CI) 0.2 $692k 2.9k 239.70
Oracle Corporation (ORCL) 0.2 $688k 8.3k 82.75
Walt Disney Company (DIS) 0.2 $673k 4.9k 137.07
McDonald's Corporation (MCD) 0.2 $656k 2.7k 247.27
FedEx Corporation (FDX) 0.2 $655k 2.8k 231.29
Carrier Global Corporation (CARR) 0.2 $639k 14k 45.84
Wisdomtree Tr Us Smallcap Divd (DES) 0.2 $638k 20k 31.85
Select Sector Spdr Tr Financial (XLF) 0.2 $633k 17k 38.35
Intuitive Surgical Com New (ISRG) 0.1 $617k 2.0k 301.86
FactSet Research Systems (FDS) 0.1 $613k 1.4k 434.44
Abbott Laboratories (ABT) 0.1 $612k 5.2k 118.28
Citigroup Com New (C) 0.1 $607k 11k 53.39
Ishares Core Msci Emkt (IEMG) 0.1 $605k 11k 55.58
Bank of America Corporation (BAC) 0.1 $603k 15k 41.24
Allstate Corporation (ALL) 0.1 $590k 4.3k 138.50
International Business Machines (IBM) 0.1 $580k 4.5k 129.96
Comcast Corp Cl A (CMCSA) 0.1 $578k 12k 46.80
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $564k 8.6k 65.67
Ishares Tr Select Divid Etf (DVY) 0.1 $551k 4.3k 128.17
Danaher Corporation (DHR) 0.1 $544k 1.9k 293.42
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $542k 15k 36.43
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $540k 12k 43.72
Gilead Sciences (GILD) 0.1 $526k 8.9k 59.41
S&p Global (SPGI) 0.1 $521k 1.3k 410.56
Tesla Motors (TSLA) 0.1 $517k 480.00 1077.08
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $515k 3.1k 165.86
Apollo Global Mgmt (APO) 0.1 $507k 8.2k 62.01
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.1 $507k 8.7k 58.42
Bank of New York Mellon Corporation (BK) 0.1 $506k 10k 49.59
Focus Finl Partners Com Cl A 0.1 $503k 11k 45.73
Ally Financial (ALLY) 0.1 $474k 11k 43.51
Amgen (AMGN) 0.1 $474k 2.0k 241.71
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $469k 4.3k 108.14
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $459k 937.00 489.86
Goldman Sachs (GS) 0.1 $456k 1.4k 330.43
TJX Companies (TJX) 0.1 $455k 7.5k 60.56
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $451k 4.5k 100.47
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $448k 4.4k 101.04
Spdr Gold Tr Gold Shs (GLD) 0.1 $441k 2.4k 180.66
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $441k 6.6k 66.37
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.1 $433k 3.9k 110.94
Otis Worldwide Corp (OTIS) 0.1 $430k 5.6k 76.96
Boeing Company (BA) 0.1 $424k 2.2k 191.60
Bristol Myers Squibb (BMY) 0.1 $420k 5.7k 73.11
CoStar (CSGP) 0.1 $418k 6.3k 66.65
Cisco Systems (CSCO) 0.1 $417k 7.5k 55.82
Hormel Foods Corporation (HRL) 0.1 $412k 8.0k 51.56
Brookfield Asset Mgmt Cl A Ltd Vt Sh 0.1 $412k 7.3k 56.51
ConAgra Foods (CAG) 0.1 $400k 12k 33.57
AutoNation (AN) 0.1 $399k 4.0k 99.53
Linde SHS 0.1 $393k 1.2k 319.77
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $391k 5.0k 78.08
Marriott Intl Cl A (MAR) 0.1 $387k 2.2k 175.75
Pvh Corporation (PVH) 0.1 $380k 5.0k 76.57
Honeywell International (HON) 0.1 $378k 1.9k 194.85
Deere & Company (DE) 0.1 $377k 907.00 415.66
Caterpillar (CAT) 0.1 $376k 1.7k 222.62
AutoZone (AZO) 0.1 $374k 183.00 2043.72
LKQ Corporation (LKQ) 0.1 $373k 8.2k 45.37
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $366k 2.7k 137.13
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $365k 8.1k 45.15
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $363k 4.6k 79.54
At&t (T) 0.1 $355k 15k 23.65
Monster Beverage Corp (MNST) 0.1 $352k 4.4k 79.91
Enterprise Products Partners (EPD) 0.1 $351k 14k 25.84
Sempra Energy (SRE) 0.1 $341k 2.0k 168.15
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.1 $339k 4.6k 73.70
Mastercard Incorporated Cl A (MA) 0.1 $332k 929.00 357.37
BlackRock (BLK) 0.1 $330k 432.00 763.89
Huntsman Corporation (HUN) 0.1 $330k 8.8k 37.51
AES Corporation (AES) 0.1 $326k 13k 25.69
Digital World Acquisition Class A Com (DJT) 0.1 $323k 5.0k 64.60
Realty Income (O) 0.1 $318k 4.6k 69.36
CVS Caremark Corporation (CVS) 0.1 $318k 3.1k 101.31
CSX Corporation (CSX) 0.1 $313k 8.4k 37.40
General Dynamics Corporation (GD) 0.1 $312k 1.3k 240.93
Ishares Tr Europe Etf (IEV) 0.1 $308k 6.1k 50.31
Carnival Corp Common Stock (CCL) 0.1 $302k 15k 20.22
Thermo Fisher Scientific (TMO) 0.1 $297k 502.00 591.63
Us Bancorp Del Com New (USB) 0.1 $295k 5.6k 53.07
Netflix (NFLX) 0.1 $286k 764.00 374.35
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $285k 684.00 416.67
Moody's Corporation (MCO) 0.1 $282k 837.00 336.92
Nrg Energy Com New (NRG) 0.1 $278k 7.2k 38.39
Glaxosmithkline Sponsored Adr 0.1 $274k 6.3k 43.51
Rio Tinto Sponsored Adr (RIO) 0.1 $274k 3.4k 80.35
Brookfield Infrast Partners Lp Int Unit (BIP) 0.1 $269k 4.1k 66.13
Capital One Financial (COF) 0.1 $269k 2.1k 131.22
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.1 $268k 5.0k 53.38
Palo Alto Networks (PANW) 0.1 $267k 429.00 622.38
Chegg (CHGG) 0.1 $266k 7.3k 36.27
Broadcom (AVGO) 0.1 $264k 419.00 630.07
Altria (MO) 0.1 $262k 5.0k 52.18
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $259k 2.7k 96.39
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $255k 2.5k 102.78
Illumina (ILMN) 0.1 $253k 723.00 349.93
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $252k 2.4k 106.96
Spdr Ser Tr Dj Reit Etf (RWR) 0.1 $249k 2.1k 117.29
Lowe's Companies (LOW) 0.1 $247k 1.2k 201.80
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $241k 7.6k 31.73
Wejo Group Common Shares (WEJOF) 0.1 $241k 60k 4.05
Becton, Dickinson and (BDX) 0.1 $240k 904.00 265.49
Micron Technology (MU) 0.1 $238k 3.1k 77.75
Accenture Plc Ireland Shs Class A (ACN) 0.1 $237k 703.00 337.13
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $236k 4.9k 48.09
Relx Sponsored Adr (RELX) 0.1 $236k 7.6k 31.10
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $234k 1.3k 175.81
General Electric Com New (GE) 0.1 $229k 2.5k 91.60
Corning Incorporated (GLW) 0.1 $226k 6.1k 36.93
Paychex (PAYX) 0.1 $224k 1.6k 136.34
Magellan Midstream Prtnrs Com Unit Rp Lp 0.1 $222k 4.5k 48.96
Ingredion Incorporated (INGR) 0.1 $222k 2.6k 86.99
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $221k 16k 13.59
Webster Financial Corporation (WBS) 0.1 $219k 3.9k 56.24
RBB Motley Fool Gbl (TMFG) 0.1 $217k 7.4k 29.20
Ishares Tr Eafe Value Etf (EFV) 0.1 $214k 4.3k 50.32
Nike CL B (NKE) 0.0 $205k 1.5k 134.78
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $204k 5.3k 38.38
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.0 $202k 2.0k 98.92
Monroe Cap (MRCC) 0.0 $168k 16k 10.80
New Mountain Finance Corp (NMFC) 0.0 $153k 11k 13.88
Annaly Capital Management 0.0 $135k 19k 7.04
Bgc Partners Cl A 0.0 $114k 26k 4.40
Regulus Therapeutics Com New 0.0 $10k 34k 0.29