Gyl Financial Synergies

Gyl Financial Synergies as of Dec. 31, 2022

Portfolio Holdings for Gyl Financial Synergies

Gyl Financial Synergies holds 216 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Qlt Fct (QUAL) 14.8 $68M 599k 113.96
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.6 $26M 67k 382.43
Vanguard Specialized Funds Div App Etf (VIG) 3.9 $18M 119k 151.85
Ishares Tr Core Total Usd (IUSB) 3.6 $16M 365k 44.93
Ishares Tr National Mun Etf (MUB) 3.5 $16M 153k 105.52
Apple (AAPL) 3.3 $15M 118k 129.93
Vanguard Wellington Us Quality (VFQY) 2.5 $12M 111k 104.85
Ishares Tr Msci Usa Sml Cp (SMLF) 2.4 $11M 221k 49.66
Ishares Tr Core S&p Mcp Etf (IJH) 2.0 $9.3M 39k 241.89
Ishares Tr Core S&p500 Etf (IVV) 2.0 $9.2M 24k 384.21
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.9 $8.9M 118k 75.28
Vanguard World Fds Health Car Etf (VHT) 1.9 $8.8M 36k 248.05
Ishares Core Msci Emkt (IEMG) 1.8 $8.2M 176k 46.70
Ishares Tr Rus Top 200 Etf (IWL) 1.8 $8.2M 91k 89.97
Columbia Etf Tr I Diversifid Fxd (DIAL) 1.7 $8.0M 465k 17.29
Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $8.0M 42k 191.19
Ishares Tr Grwt Allocat Etf (AOR) 1.7 $7.9M 169k 47.16
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.7 $7.7M 80k 96.96
Ishares Tr Core Msci Eafe (IEFA) 1.6 $7.3M 118k 61.64
Schwab Strategic Tr Us Reit Etf (SCHH) 1.5 $7.1M 366k 19.29
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.4 $6.5M 145k 44.81
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 1.4 $6.4M 572k 11.18
Microsoft Corporation (MSFT) 1.2 $5.7M 24k 239.82
Eli Lilly & Co. (LLY) 1.2 $5.6M 15k 365.84
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $5.3M 56k 94.64
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.9 $4.1M 162k 25.13
Select Sector Spdr Tr Technology (XLK) 0.9 $4.0M 32k 124.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $3.9M 13k 308.89
Exxon Mobil Corporation (XOM) 0.8 $3.6M 33k 110.30
JPMorgan Chase & Co. (JPM) 0.7 $3.0M 23k 134.10
Ishares Tr Broad Usd High (USHY) 0.6 $3.0M 86k 34.53
Johnson & Johnson (JNJ) 0.6 $2.8M 16k 176.65
Quest Diagnostics Incorporated (DGX) 0.6 $2.6M 17k 156.44
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $2.5M 9.4k 266.28
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.5 $2.4M 50k 48.97
Procter & Gamble Company (PG) 0.5 $2.4M 16k 151.56
Coca-Cola Company (KO) 0.5 $2.3M 37k 63.61
Ishares Tr Short Treas Bd (SHV) 0.5 $2.2M 20k 109.92
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $2.2M 11k 203.81
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.4 $2.0M 9.5k 210.94
Amazon (AMZN) 0.4 $1.9M 22k 84.00
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $1.7M 17k 104.27
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $1.7M 12k 141.25
Abbvie (ABBV) 0.4 $1.7M 10k 161.61
Merck & Co (MRK) 0.4 $1.6M 15k 110.95
Select Sector Spdr Tr Energy (XLE) 0.3 $1.6M 18k 87.47
Nextera Energy (NEE) 0.3 $1.5M 18k 83.60
Archer Daniels Midland Company (ADM) 0.3 $1.5M 16k 92.85
Pepsi (PEP) 0.3 $1.5M 8.1k 180.66
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.4M 36k 38.98
Ishares Tr Msci Eafe Etf (EFA) 0.3 $1.3M 20k 65.64
Vanguard Index Fds Value Etf (VTV) 0.3 $1.3M 9.3k 140.38
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $1.3M 55k 23.67
S&p Global (SPGI) 0.3 $1.3M 3.9k 334.94
Chevron Corporation (CVX) 0.3 $1.3M 7.3k 179.48
Norfolk Southern (NSC) 0.3 $1.3M 5.3k 246.42
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.3M 3.7k 351.29
UnitedHealth (UNH) 0.3 $1.3M 2.4k 530.14
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.3M 14k 88.23
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.3M 14k 88.73
Home Depot (HD) 0.3 $1.2M 3.9k 315.89
Visa Com Cl A (V) 0.3 $1.2M 6.0k 207.74
Pfizer (PFE) 0.3 $1.2M 24k 51.24
Verizon Communications (VZ) 0.3 $1.2M 30k 39.40
Netflix (NFLX) 0.3 $1.2M 3.9k 294.90
Shell Spon Ads (SHEL) 0.2 $1.2M 20k 56.95
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $1.1M 27k 41.14
Gilead Sciences (GILD) 0.2 $1.0M 12k 85.85
Linde SHS 0.2 $1.0M 3.2k 326.18
United Parcel Service CL B (UPS) 0.2 $1.0M 6.0k 173.83
Raytheon Technologies Corp (RTX) 0.2 $1.0M 10k 100.92
Ishares Tr Cohen Steer Reit (ICF) 0.2 $1.0M 19k 54.84
Walt Disney Company (DIS) 0.2 $998k 12k 86.88
ConocoPhillips (COP) 0.2 $944k 8.0k 118.00
Ishares Tr Select Divid Etf (DVY) 0.2 $913k 7.6k 120.60
Cigna Corp (CI) 0.2 $907k 2.7k 331.34
Wisdomtree Tr Us Smallcap Divd (DES) 0.2 $882k 31k 28.44
Oracle Corporation (ORCL) 0.2 $878k 11k 81.74
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $849k 13k 63.90
Wal-Mart Stores (WMT) 0.2 $848k 6.0k 141.79
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.2 $788k 25k 31.83
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $787k 3.7k 214.23
Sanofi Sponsored Adr (SNY) 0.2 $782k 16k 48.43
Ishares Tr Russell 2000 Etf (IWM) 0.2 $778k 4.5k 174.36
Danaher Corporation (DHR) 0.2 $762k 2.9k 265.42
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $751k 2.3k 331.33
Meta Platforms Cl A (META) 0.2 $748k 6.2k 120.34
McDonald's Corporation (MCD) 0.2 $746k 2.8k 263.56
Starbucks Corporation (SBUX) 0.2 $742k 7.5k 99.20
Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $739k 12k 61.95
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $733k 8.8k 83.76
Medtronic SHS (MDT) 0.2 $732k 9.4k 77.72
Costco Wholesale Corporation (COST) 0.2 $728k 1.6k 456.36
Ishares Tr Core High Dv Etf (HDV) 0.2 $727k 7.0k 104.24
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $725k 11k 68.30
Quanta Services (PWR) 0.2 $718k 5.0k 142.50
Expro Group Holdings Nv (XPRO) 0.2 $708k 39k 18.13
International Business Machines (IBM) 0.2 $700k 5.0k 140.90
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $668k 5.2k 129.16
Qualcomm (QCOM) 0.1 $665k 6.1k 109.94
Pvh Corporation (PVH) 0.1 $659k 9.3k 70.59
Union Pacific Corporation (UNP) 0.1 $652k 3.1k 207.07
Republic Services (RSG) 0.1 $648k 5.0k 128.99
Intel Corporation (INTC) 0.1 $641k 24k 26.43
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $638k 21k 30.53
Bristol Myers Squibb (BMY) 0.1 $632k 8.8k 71.95
Loews Corporation (L) 0.1 $613k 11k 58.33
Amgen (AMGN) 0.1 $609k 2.3k 262.62
NVIDIA Corporation (NVDA) 0.1 $606k 4.1k 146.16
Bank of America Corporation (BAC) 0.1 $604k 18k 33.12
Select Sector Spdr Tr Financial (XLF) 0.1 $574k 17k 34.20
American Tower Reit (AMT) 0.1 $572k 2.7k 211.88
American Express Company (AXP) 0.1 $562k 3.8k 147.75
Electronic Arts (EA) 0.1 $555k 4.5k 122.18
Adobe Systems Incorporated (ADBE) 0.1 $547k 1.6k 336.63
FactSet Research Systems (FDS) 0.1 $544k 1.4k 401.21
Allstate Corporation (ALL) 0.1 $543k 4.0k 135.58
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $543k 3.6k 151.64
Hormel Foods Corporation (HRL) 0.1 $543k 12k 45.55
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $542k 7.5k 71.84
FedEx Corporation (FDX) 0.1 $522k 3.0k 173.19
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $522k 15k 35.64
Caterpillar (CAT) 0.1 $509k 2.1k 239.54
Citigroup Com New (C) 0.1 $508k 11k 45.23
Realty Income (O) 0.1 $507k 8.0k 63.43
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.1 $506k 7.8k 64.67
Automatic Data Processing (ADP) 0.1 $497k 2.1k 238.86
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $497k 13k 37.90
Goldman Sachs (GS) 0.1 $496k 1.4k 343.48
Bank of New York Mellon Corporation (BK) 0.1 $494k 11k 45.52
Carrier Global Corporation (CARR) 0.1 $489k 12k 41.25
Apollo Global Mgmt (APO) 0.1 $475k 7.4k 63.79
Deere & Company (DE) 0.1 $474k 1.1k 428.59
Sempra Energy (SRE) 0.1 $464k 3.0k 154.54
CoStar (CSGP) 0.1 $460k 6.0k 77.28
Blackstone Group Inc Com Cl A (BX) 0.1 $456k 6.2k 74.19
Thermo Fisher Scientific (TMO) 0.1 $454k 825.00 550.71
Honeywell International (HON) 0.1 $454k 2.1k 214.31
Monster Beverage Corp (MNST) 0.1 $450k 4.4k 101.53
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $436k 9.6k 45.65
Abbott Laboratories (ABT) 0.1 $427k 3.9k 109.79
AutoZone (AZO) 0.1 $422k 171.00 2466.18
LKQ Corporation (LKQ) 0.1 $416k 7.8k 53.41
Boeing Company (BA) 0.1 $415k 2.2k 190.52
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $413k 10k 40.90
AutoNation (AN) 0.1 $407k 3.8k 107.29
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $403k 9.6k 41.97
CVS Caremark Corporation (CVS) 0.1 $398k 4.3k 93.19
Mastercard Incorporated Cl A (MA) 0.1 $392k 1.1k 347.66
Comcast Corp Cl A (CMCSA) 0.1 $384k 11k 34.97
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $383k 4.5k 84.76
Spdr Gold Tr Gold Shs (GLD) 0.1 $381k 2.2k 169.60
United Rentals (URI) 0.1 $380k 1.1k 355.42
Focus Finl Partners Com Cl A 0.1 $377k 10k 37.27
AES Corporation (AES) 0.1 $377k 13k 28.76
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $375k 4.5k 83.60
General Dynamics Corporation (GD) 0.1 $371k 1.5k 248.11
Tesla Motors (TSLA) 0.1 $369k 3.0k 123.18
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $365k 4.3k 84.19
Cisco Systems (CSCO) 0.1 $365k 7.7k 47.64
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $361k 816.00 442.94
Broadcom (AVGO) 0.1 $360k 644.00 559.16
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $356k 5.3k 67.45
Select Sector Spdr Tr Communication (XLC) 0.1 $352k 7.3k 47.99
Ishares Tr Eafe Value Etf (EFV) 0.1 $351k 7.7k 45.88
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $347k 2.6k 135.84
Enterprise Products Partners (EPD) 0.1 $331k 14k 24.12
Illinois Tool Works (ITW) 0.1 $331k 1.5k 220.30
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.1 $322k 4.6k 69.96
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $321k 3.8k 84.80
GSK Sponsored Adr (GSK) 0.1 $319k 9.1k 35.14
Corning Incorporated (GLW) 0.1 $314k 9.8k 31.94
Marriott Intl Cl A (MAR) 0.1 $309k 2.1k 148.89
Lowe's Companies (LOW) 0.1 $303k 1.5k 199.24
At&t (T) 0.1 $303k 17k 18.41
BlackRock 0.1 $299k 422.00 708.42
Otis Worldwide Corp (OTIS) 0.1 $299k 3.8k 78.32
National Fuel Gas (NFG) 0.1 $295k 4.7k 63.30
General Electric Com New (GE) 0.1 $290k 3.5k 83.79
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $282k 2.7k 105.34
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $279k 10k 27.16
Spdr Ser Tr S&p Kensho New (KOMP) 0.1 $270k 6.8k 39.42
TJX Companies (TJX) 0.1 $268k 3.4k 79.60
Altria (MO) 0.1 $258k 5.6k 45.71
Camden Ppty Tr Sh Ben Int (CPT) 0.1 $254k 2.3k 111.88
Ingredion Incorporated (INGR) 0.1 $250k 2.6k 97.93
Rio Tinto Sponsored Adr (RIO) 0.1 $248k 3.5k 71.20
Ally Financial (ALLY) 0.1 $247k 10k 24.45
CSX Corporation (CSX) 0.1 $246k 7.9k 30.98
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $244k 2.5k 98.21
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $243k 3.3k 73.63
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $240k 3.4k 70.49
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $234k 3.1k 75.54
Us Bancorp Del Com New (USB) 0.1 $231k 5.3k 43.61
Magellan Midstream Prtnrs Com Unit Rp Lp 0.0 $231k 4.6k 50.21
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $229k 7.3k 31.46
International Flavors & Fragrances (IFF) 0.0 $228k 2.2k 104.84
International Paper Company (IP) 0.0 $226k 6.5k 34.63
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $223k 3.1k 71.79
Texas Instruments Incorporated (TXN) 0.0 $223k 1.3k 165.22
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $222k 13k 17.30
Becton, Dickinson and (BDX) 0.0 $221k 868.00 254.30
Vanguard Index Fds Small Cp Etf (VB) 0.0 $221k 1.2k 183.54
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $219k 686.00 319.41
Wisdomtree Tr Intl Equity Fd (DWM) 0.0 $215k 4.6k 47.04
Dick's Sporting Goods (DKS) 0.0 $213k 1.8k 120.29
W.R. Berkley Corporation (WRB) 0.0 $208k 2.9k 72.57
SYSCO Corporation (SYY) 0.0 $207k 2.7k 76.46
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $207k 3.7k 56.48
Paychex (PAYX) 0.0 $201k 1.7k 115.56
New Mountain Finance Corp (NMFC) 0.0 $194k 16k 12.37
Monroe Cap (MRCC) 0.0 $129k 15k 8.54
Carnival Corp Common Stock (CCL) 0.0 $113k 14k 8.06
Haleon Spon Ads (HLN) 0.0 $97k 12k 8.00
Bgc Partners Cl A 0.0 $83k 22k 3.77
Wejo Group Common Shares (WEJOF) 0.0 $29k 60k 0.48