Gyl Financial Synergies

Gyl Financial Synergies as of June 30, 2022

Portfolio Holdings for Gyl Financial Synergies

Gyl Financial Synergies holds 192 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Qlt Fct (QUAL) 19.9 $73M 651k 111.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.7 $28M 75k 377.26
Vanguard Specialized Funds Div App Etf (VIG) 4.9 $18M 126k 143.47
Apple (AAPL) 4.5 $16M 119k 136.72
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.2 $15M 201k 76.79
Ishares Tr 0-5 Yr Tips Etf (STIP) 3.1 $12M 113k 101.43
Ishares Tr Msci Usa Sml Cp (SMLF) 2.8 $10M 218k 46.89
Vanguard World Fds Health Car Etf (VHT) 2.3 $8.5M 36k 235.51
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $8.2M 43k 188.63
Ishares Tr Core S&p500 Etf (IVV) 1.9 $7.1M 19k 379.16
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.9 $7.0M 265k 26.35
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.9 $6.8M 154k 44.19
Ishares Tr Core Total Usd (IUSB) 1.8 $6.7M 144k 46.82
Microsoft Corporation (MSFT) 1.7 $6.1M 24k 256.81
Vanguard Wellington Us Quality (VFQY) 1.5 $5.5M 56k 97.96
Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $4.9M 22k 226.22
Eli Lilly & Co. (LLY) 1.3 $4.8M 15k 324.24
Ishares Tr National Mun Etf (MUB) 1.2 $4.5M 42k 106.36
Select Sector Spdr Tr Technology (XLK) 1.2 $4.4M 34k 127.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $4.3M 16k 273.04
Ishares Tr Core Msci Eafe (IEFA) 1.0 $3.5M 60k 58.85
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $2.5M 9.1k 280.26
JPMorgan Chase & Co. (JPM) 0.7 $2.4M 21k 112.61
Procter & Gamble Company (PG) 0.6 $2.3M 16k 143.82
Quest Diagnostics Incorporated (DGX) 0.6 $2.2M 17k 132.98
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $2.1M 11k 196.99
Amazon (AMZN) 0.6 $2.1M 20k 106.21
Merck & Co (MRK) 0.5 $1.9M 21k 91.19
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.5 $1.8M 8.4k 217.68
Johnson & Johnson (JNJ) 0.5 $1.7M 9.4k 177.47
Home Depot (HD) 0.5 $1.7M 6.1k 274.24
Exxon Mobil Corporation (XOM) 0.5 $1.7M 19k 85.64
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.4 $1.6M 89k 17.66
Verizon Communications (VZ) 0.4 $1.6M 31k 50.76
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.5M 701.00 2188.30
Abbvie (ABBV) 0.4 $1.5M 10k 153.12
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $1.5M 11k 134.23
Ishares Core Msci Emkt (IEMG) 0.4 $1.5M 30k 49.07
Nextera Energy (NEE) 0.4 $1.4M 19k 77.49
Coca-Cola Company (KO) 0.4 $1.4M 23k 62.89
Vanguard Index Fds Value Etf (VTV) 0.4 $1.4M 10k 131.85
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.3M 15k 92.40
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $1.3M 52k 25.38
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.3M 600.00 2180.00
UnitedHealth (UNH) 0.3 $1.3M 2.5k 513.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.2M 3.5k 346.99
Select Sector Spdr Tr Energy (XLE) 0.3 $1.2M 17k 71.48
Visa Com Cl A (V) 0.3 $1.2M 6.1k 196.88
Meta Platforms Cl A (META) 0.3 $1.2M 7.4k 161.21
Ishares Tr Msci Eafe Etf (EFA) 0.3 $1.2M 18k 62.51
Pfizer (PFE) 0.3 $1.1M 22k 52.45
Medtronic SHS (MDT) 0.3 $1.0M 12k 89.79
United Parcel Service CL B (UPS) 0.3 $1.0M 5.7k 182.55
ConocoPhillips (COP) 0.3 $1.0M 11k 89.81
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $1.0M 26k 38.96
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $978k 24k 41.65
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $902k 15k 61.98
Chevron Corporation (CVX) 0.2 $899k 6.2k 144.81
Raytheon Technologies Corp (RTX) 0.2 $882k 9.2k 96.07
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.2 $865k 27k 32.63
Linde SHS 0.2 $818k 2.8k 287.42
Pepsi (PEP) 0.2 $813k 4.9k 166.63
Ishares Tr Russell 2000 Etf (IWM) 0.2 $805k 4.8k 169.40
Intel Corporation (INTC) 0.2 $805k 22k 37.42
Costco Wholesale Corporation (COST) 0.2 $805k 1.7k 479.45
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $798k 5.8k 137.44
Qualcomm (QCOM) 0.2 $781k 6.1k 127.66
Cigna Corp (CI) 0.2 $748k 2.8k 263.66
American Tower Reit (AMT) 0.2 $744k 2.9k 255.58
Ishares Tr Cohen Steer Reit (ICF) 0.2 $719k 12k 60.80
Netflix (NFLX) 0.2 $716k 4.1k 174.89
FedEx Corporation (FDX) 0.2 $709k 3.1k 226.59
Wisdomtree Tr Us Smallcap Divd (DES) 0.2 $706k 25k 28.23
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $696k 2.3k 307.69
Oracle Corporation (ORCL) 0.2 $686k 9.8k 69.88
Republic Services (RSG) 0.2 $677k 5.2k 130.92
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $670k 6.6k 101.72
McDonald's Corporation (MCD) 0.2 $664k 2.7k 246.84
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.2 $659k 18k 37.04
Gilead Sciences (GILD) 0.2 $658k 11k 61.81
American Express Company (AXP) 0.2 $652k 4.7k 138.63
International Business Machines (IBM) 0.2 $637k 4.5k 141.24
Union Pacific Corporation (UNP) 0.2 $635k 3.0k 213.16
Blackstone Group Inc Com Cl A (BX) 0.2 $624k 6.8k 91.20
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $610k 2.8k 218.72
Adobe Systems Incorporated (ADBE) 0.2 $609k 1.7k 365.99
NVIDIA Corporation (NVDA) 0.2 $597k 3.9k 151.68
Bristol Myers Squibb (BMY) 0.2 $582k 7.6k 76.93
Starbucks Corporation (SBUX) 0.2 $581k 7.6k 76.44
Electronic Arts (EA) 0.2 $578k 4.8k 121.63
Walt Disney Company (DIS) 0.2 $566k 6.0k 94.41
FactSet Research Systems (FDS) 0.1 $543k 1.4k 384.83
Pvh Corporation (PVH) 0.1 $542k 9.5k 56.95
Wal-Mart Stores (WMT) 0.1 $539k 4.4k 121.64
Select Sector Spdr Tr Financial (XLF) 0.1 $537k 17k 31.46
Allstate Corporation (ALL) 0.1 $527k 4.2k 126.71
Citigroup Com New (C) 0.1 $524k 11k 46.01
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $521k 42k 12.35
Ishares Tr Select Divid Etf (DVY) 0.1 $513k 4.4k 117.61
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $508k 8.6k 59.15
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $505k 15k 32.91
Danaher Corporation (DHR) 0.1 $489k 1.9k 253.50
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $487k 12k 40.12
Select Sector Spdr Tr Communication (XLC) 0.1 $484k 8.9k 54.32
Bank of America Corporation (BAC) 0.1 $479k 15k 31.14
Abbott Laboratories (ABT) 0.1 $462k 4.3k 108.55
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $451k 3.1k 144.83
Goldman Sachs (GS) 0.1 $451k 1.5k 297.10
Realty Income (O) 0.1 $450k 6.6k 68.20
AutoNation (AN) 0.1 $442k 4.0k 111.81
Bank of New York Mellon Corporation (BK) 0.1 $434k 10k 41.75
Carrier Global Corporation (CARR) 0.1 $427k 12k 35.65
S&p Global (SPGI) 0.1 $422k 1.3k 337.33
LKQ Corporation (LKQ) 0.1 $421k 8.6k 49.04
ConAgra Foods (CAG) 0.1 $411k 12k 34.25
Monster Beverage Corp (MNST) 0.1 $408k 4.4k 92.62
Comcast Corp Cl A (CMCSA) 0.1 $407k 10k 39.24
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.1 $403k 8.0k 50.09
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $399k 4.3k 92.00
Amgen (AMGN) 0.1 $391k 1.6k 243.01
AutoZone (AZO) 0.1 $389k 181.00 2149.17
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $388k 938.00 413.65
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $387k 4.8k 80.46
TJX Companies (TJX) 0.1 $386k 6.9k 55.84
Spdr Gold Tr Gold Shs (GLD) 0.1 $385k 2.3k 168.42
Apollo Global Mgmt (APO) 0.1 $379k 7.8k 48.47
CoStar (CSGP) 0.1 $377k 6.2k 60.36
Hormel Foods Corporation (HRL) 0.1 $375k 7.9k 47.39
Focus Finl Partners Com Cl A 0.1 $375k 11k 34.09
Ally Financial (ALLY) 0.1 $368k 11k 33.50
Cisco Systems (CSCO) 0.1 $362k 8.5k 42.67
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.1 $360k 3.9k 92.24
CVS Caremark Corporation (CVS) 0.1 $357k 3.9k 92.61
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $356k 4.5k 79.31
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $349k 4.6k 75.31
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $341k 5.3k 64.71
Caterpillar (CAT) 0.1 $341k 1.9k 178.72
Honeywell International (HON) 0.1 $337k 1.9k 173.62
Tesla Motors (TSLA) 0.1 $336k 499.00 673.35
Ishares Tr Eafe Value Etf (EFV) 0.1 $332k 7.7k 43.39
General Dynamics Corporation (GD) 0.1 $331k 1.5k 221.40
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $328k 2.6k 128.38
Brookfield Asset Mgmt Cl A Ltd Vt Sh 0.1 $324k 7.3k 44.44
Enterprise Products Partners (EPD) 0.1 $320k 13k 24.38
At&t (T) 0.1 $318k 15k 20.97
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $317k 3.8k 83.86
3M Company (MMM) 0.1 $314k 2.4k 129.59
Mastercard Incorporated Cl A (MA) 0.1 $311k 987.00 315.10
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $306k 11k 27.17
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.1 $301k 4.6k 65.43
Boeing Company (BA) 0.1 $290k 2.1k 136.66
Automatic Data Processing (ADP) 0.1 $284k 1.4k 210.06
Marriott Intl Cl A (MAR) 0.1 $282k 2.1k 136.17
Us Bancorp Del Com New (USB) 0.1 $279k 6.1k 46.10
Otis Worldwide Corp (OTIS) 0.1 $274k 3.9k 70.58
Nrg Energy Com New (NRG) 0.1 $274k 7.2k 38.12
Thermo Fisher Scientific (TMO) 0.1 $273k 502.00 543.82
Deere & Company (DE) 0.1 $272k 907.00 299.89
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $272k 3.9k 70.16
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $263k 4.1k 63.77
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $258k 12k 21.08
Huntsman Corporation (HUN) 0.1 $248k 8.7k 28.37
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $247k 4.1k 60.36
BlackRock (BLK) 0.1 $244k 400.00 610.00
AES Corporation (AES) 0.1 $240k 11k 21.03
Lowe's Companies (LOW) 0.1 $236k 1.4k 174.81
Brookfield Infrast Partners Lp Int Unit (BIP) 0.1 $233k 6.1k 38.18
CSX Corporation (CSX) 0.1 $229k 7.9k 29.08
SYSCO Corporation (SYY) 0.1 $229k 2.7k 84.78
Ingredion Incorporated (INGR) 0.1 $225k 2.6k 88.17
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $224k 686.00 326.53
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.1 $224k 5.0k 44.61
Sempra Energy (SRE) 0.1 $223k 1.5k 150.17
Ishares Tr Europe Etf (IEV) 0.1 $221k 5.2k 42.70
Magellan Midstream Prtnrs Com Unit Rp Lp 0.1 $218k 4.6k 47.86
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $218k 4.0k 54.50
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $217k 2.5k 87.46
Becton, Dickinson and (BDX) 0.1 $212k 859.00 246.80
Capital One Financial (COF) 0.1 $211k 2.0k 104.20
Palo Alto Networks (PANW) 0.1 $207k 419.00 494.03
Rio Tinto Sponsored Adr (RIO) 0.1 $206k 3.4k 61.06
General Electric Com New (GE) 0.1 $204k 3.2k 63.63
Broadcom (AVGO) 0.1 $204k 419.00 486.87
Relx Sponsored Adr (RELX) 0.1 $204k 7.6k 26.88
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $203k 1.4k 149.93
Corning Incorporated (GLW) 0.1 $202k 6.4k 31.44
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.1 $200k 4.9k 40.76
Monroe Cap (MRCC) 0.0 $141k 16k 9.04
Annaly Capital Management 0.0 $129k 22k 5.92
Carnival Corp Common Stock (CCL) 0.0 $129k 15k 8.64
Bgc Partners Cl A 0.0 $83k 25k 3.37
Wejo Group Common Shares (WEJOF) 0.0 $71k 60k 1.19