$1.03 Billion is the total value of GYL FINANCIAL SYNERGIES, LLC's 327 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 9.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $83,601,528 | -5.2% | 634,354 | -3.0% | 8.12% | +1.1% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $44,729,088 | -4.8% | 315,683 | +0.5% | 4.34% | +1.5% |
| MSFT | Sell | MICROSOFT CORP | $44,280,510 | -10.6% | 140,239 | -3.5% | 4.30% | -4.5% |
| AAPL | Buy | APPLE INC | $36,527,465 | -10.0% | 213,349 | +2.0% | 3.55% | -4.0% |
| JPM | Sell | JPMORGAN CHASE & CO | $22,196,090 | -0.5% | 153,055 | -0.3% | 2.16% | +6.2% |
| AMZN | Buy | AMAZON COM INC | $21,301,651 | -1.8% | 167,571 | +0.7% | 2.07% | +4.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $21,004,653 | +10.6% | 160,512 | +1.1% | 2.04% | +18.0% |
| PG | Sell | PROCTER AND GAMBLE CO | $16,401,062 | -4.4% | 112,444 | -0.5% | 1.59% | +2.0% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $16,145,769 | -6.9% | 37,770 | -3.5% | 1.57% | -0.6% |
| EMXC | Buy | ISHARES INCmsci emrg chn | $15,176,975 | -1.3% | 304,575 | +2.9% | 1.47% | +5.3% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $14,959,029 | -6.6% | 32,759 | -2.1% | 1.45% | -0.3% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $13,799,369 | -1.7% | 42,647 | -2.0% | 1.34% | +5.0% |
| CVX | Sell | CHEVRON CORP NEW | $13,548,831 | +2.6% | 80,351 | -4.2% | 1.32% | +9.5% |
| SMLF | Sell | ISHARES TRus sml cap eqt | $13,321,426 | -5.4% | 257,518 | -2.0% | 1.29% | +0.9% |
| PM | Sell | PHILIP MORRIS INTL INC | $13,256,096 | -5.8% | 143,185 | -0.7% | 1.29% | +0.5% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $12,508,775 | +1.0% | 35,709 | -1.7% | 1.22% | +7.7% |
| PFE | Buy | PFIZER INC | $11,734,155 | -7.4% | 353,758 | +2.4% | 1.14% | -1.2% |
| FB | Buy | META PLATFORMS INCcl a | $11,696,194 | +5.0% | 38,960 | +0.4% | 1.14% | +12.0% |
| IQV | Sell | IQVIA HLDGS INC | $11,480,559 | -14.0% | 58,351 | -1.7% | 1.12% | -8.2% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $10,947,163 | +7.3% | 83,027 | -1.5% | 1.06% | +14.7% |
| V | Sell | VISA INC | $10,483,388 | -3.7% | 45,578 | -0.6% | 1.02% | +2.7% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $10,466,742 | -11.7% | 115,795 | -20.7% | 1.02% | -5.7% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $10,164,545 | -5.5% | 23,670 | -1.9% | 0.99% | +0.8% |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $9,561,543 | -23.6% | 85,204 | -0.8% | 0.93% | -18.4% |
| LLY | Buy | ELI LILLY & CO | $9,454,220 | +14.7% | 17,601 | +0.2% | 0.92% | +22.4% |
| C | Sell | CITIGROUP INC | $9,061,142 | -12.2% | 220,305 | -1.7% | 0.88% | -6.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $8,854,952 | -8.4% | 56,854 | -2.7% | 0.86% | -2.3% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $8,739,107 | -6.7% | 37,172 | -2.8% | 0.85% | -0.4% |
| IBB | Sell | ISHARES TRishares biotech | $8,664,505 | -4.9% | 70,852 | -1.2% | 0.84% | +1.6% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $8,643,394 | +0.5% | 173,388 | +4.3% | 0.84% | +7.3% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $8,456,078 | -4.6% | 39,810 | -1.1% | 0.82% | +1.9% |
| PEP | Buy | PEPSICO INC | $8,096,764 | -8.2% | 47,785 | +0.3% | 0.79% | -2.0% |
| ZTS | Sell | ZOETIS INCcl a | $7,817,853 | +1.0% | 44,935 | -0.1% | 0.76% | +7.8% |
| AVGO | Buy | BROADCOM INC | $7,791,542 | -4.1% | 9,381 | +0.2% | 0.76% | +2.4% |
| VFQY | Sell | VANGUARD WELLINGTON FDus quality | $7,620,109 | -10.0% | 67,849 | -8.6% | 0.74% | -4.0% |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $6,644,053 | -7.3% | 61,502 | -0.9% | 0.64% | -1.1% |
| HLT | Sell | HILTON WORLDWIDE HLDGS INC | $6,608,971 | +1.6% | 44,007 | -1.5% | 0.64% | +8.4% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $6,601,924 | +4.0% | 13,094 | -0.8% | 0.64% | +10.9% |
| IAU | Sell | ISHARES GOLD TRishares new | $6,211,565 | -10.4% | 177,524 | -6.8% | 0.60% | -4.4% |
| DVN | Sell | DEVON ENERGY CORP NEW | $6,150,952 | -7.7% | 128,951 | -6.5% | 0.60% | -1.5% |
| MUB | Buy | ISHARES TRnational mun etf | $6,125,680 | +49.7% | 59,739 | +55.8% | 0.60% | +59.5% |
| XOM | Sell | EXXON MOBIL CORP | $6,048,969 | +5.3% | 51,446 | -3.9% | 0.59% | +12.4% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $5,737,738 | -2.7% | 16,015 | +0.3% | 0.56% | +3.7% |
| MRK | Sell | MERCK & CO INC | $5,685,152 | -63.5% | 55,222 | -59.1% | 0.55% | -61.1% |
| KMI | Sell | KINDER MORGAN INC DEL | $5,602,127 | -5.5% | 337,885 | -1.8% | 0.54% | +0.9% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $5,549,334 | +5.3% | 28,232 | -1.6% | 0.54% | +12.3% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $5,525,879 | -3.7% | 126,392 | +1.8% | 0.54% | +2.9% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $5,213,722 | -2.8% | 20,909 | +2.0% | 0.51% | +3.9% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $5,199,061 | +1.6% | 14,951 | +2.8% | 0.50% | +8.4% |
| ABBV | Sell | ABBVIE INC | $5,180,870 | +9.6% | 34,757 | -0.9% | 0.50% | +17.0% |
| BLK | Buy | BLACKROCK INC | $5,148,981 | -5.7% | 7,965 | +0.8% | 0.50% | +0.6% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $5,089,030 | -16.9% | 157,020 | -4.6% | 0.49% | -11.3% |
| NVDA | Buy | NVIDIA CORPORATION | $4,989,673 | +175.5% | 11,471 | +167.9% | 0.48% | +193.9% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,919,236 | -72.3% | 31,659 | -71.0% | 0.48% | -70.4% |
| LMT | Sell | LOCKHEED MARTIN CORP | $4,699,567 | -11.7% | 11,492 | -0.6% | 0.46% | -5.6% |
| PWR | Sell | QUANTA SVCS INC | $4,539,815 | -4.8% | 24,268 | -0.0% | 0.44% | +1.6% |
| VOO | Buy | VANGUARD INDEX FDS | $4,484,688 | -1.4% | 11,420 | +2.2% | 0.44% | +5.3% |
| BILS | Buy | SPDR SER TRbloomberg 3-12 m | $4,458,938 | +7.5% | 44,845 | +7.6% | 0.43% | +14.9% |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC | $4,452,169 | +1.5% | 19,002 | +1.6% | 0.43% | +8.5% |
| BKNG | Sell | BOOKING HOLDINGS INC | $4,360,705 | +10.5% | 1,414 | -3.2% | 0.42% | +18.1% |
| ACN | Buy | ACCENTURE PLC IRELAND | $4,358,505 | +0.9% | 14,192 | +1.4% | 0.42% | +7.6% |
| Buy | SHELL PLCspon ads | $4,268,239 | +191.3% | 66,298 | +173.2% | 0.42% | +212.0% | |
| CMI | Buy | CUMMINS INC | $3,938,879 | -5.4% | 17,241 | +1.5% | 0.38% | +1.1% |
| UNP | Sell | UNION PAC CORP | $3,903,476 | -1.9% | 19,169 | -1.5% | 0.38% | +4.7% |
| CAG | Sell | CONAGRA BRANDS INC | $3,892,880 | -34.5% | 141,972 | -19.5% | 0.38% | -30.1% |
| BXP | Sell | BOSTON PROPERTIES INC | $3,769,214 | +1.8% | 63,369 | -1.4% | 0.37% | +8.6% |
| NFLX | Buy | NETFLIX INC | $3,714,950 | +47.5% | 9,838 | +72.1% | 0.36% | +57.6% |
| AIA | Sell | ISHARES TRasia 50 etf | $3,668,018 | -9.2% | 66,150 | -2.4% | 0.36% | -3.3% |
| DE | Sell | DEERE & CO | $3,663,192 | -8.5% | 9,707 | -1.8% | 0.36% | -2.5% |
| KO | Sell | COCA COLA CO | $3,578,997 | -18.2% | 63,934 | -12.0% | 0.35% | -12.6% |
| AXP | Buy | AMERICAN EXPRESS CO | $3,578,568 | -13.5% | 23,987 | +1.0% | 0.35% | -7.7% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $3,558,181 | -1.8% | 50,285 | +0.7% | 0.35% | +4.8% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $3,533,278 | -7.9% | 21,554 | -2.4% | 0.34% | -1.7% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $3,341,258 | -10.9% | 1,824 | +4.0% | 0.32% | -5.0% |
| DHR | Buy | DANAHER CORPORATION | $3,335,101 | +5.5% | 13,443 | +2.0% | 0.32% | +12.5% |
| HD | Sell | HOME DEPOT INC | $3,330,276 | -6.2% | 11,022 | -3.6% | 0.32% | +0.3% |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $3,322,688 | -0.5% | 207,668 | -4.7% | 0.32% | +6.2% |
| WMT | Buy | WALMART INC | $3,301,799 | +2.4% | 20,645 | +0.6% | 0.32% | +9.6% |
| HON | Sell | HONEYWELL INTL INC | $3,306,321 | -11.0% | 17,897 | -0.0% | 0.32% | -5.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,258,789 | -2.4% | 83,111 | +1.2% | 0.32% | +4.3% |
| UL | Buy | UNILEVER PLCspon adr new | $3,212,201 | -4.9% | 65,024 | +0.4% | 0.31% | +1.6% |
| CPT | Sell | CAMDEN PPTY TRsh ben int | $3,148,570 | -14.3% | 33,290 | -1.4% | 0.31% | -8.4% |
| COST | Buy | COSTCO WHSL CORP NEW | $3,142,577 | +7.2% | 5,562 | +2.1% | 0.30% | +14.2% |
| GBIL | Buy | GOLDMAN SACHS ETF TRacces treasury | $3,124,133 | +0.8% | 31,207 | +0.8% | 0.30% | +7.8% |
| Buy | GE HEALTHCARE TECHNOLOGIES I | $3,067,312 | +60.3% | 45,081 | +91.5% | 0.30% | +71.3% | |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $2,936,241 | -14.4% | 37,620 | -1.7% | 0.28% | -8.7% |
| GIS | Sell | GENERAL MLS INC | $2,853,585 | -17.2% | 44,594 | -0.8% | 0.28% | -11.8% |
| AMP | Buy | AMERIPRISE FINL INC | $2,853,380 | +994.3% | 8,655 | +1002.5% | 0.28% | +1054.2% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $2,814,777 | +2.6% | 257,057 | +6.6% | 0.27% | +9.2% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $2,742,023 | +74.0% | 19,544 | +66.0% | 0.27% | +86.0% |
| BCO | Buy | BRINKS CO | $2,694,824 | +8.7% | 37,098 | +1.5% | 0.26% | +15.9% |
| PFFD | Sell | GLOBAL X FDSus pfd etf | $2,690,018 | -5.3% | 143,010 | -2.3% | 0.26% | +1.2% |
| NKE | Buy | NIKE INCcl b | $2,609,666 | -12.8% | 27,292 | +0.6% | 0.25% | -7.0% |
| SO | Buy | SOUTHERN CO | $2,498,064 | -7.7% | 38,598 | +0.2% | 0.24% | -1.2% |
| T | Sell | AT&T INC | $2,474,021 | -13.1% | 164,715 | -7.7% | 0.24% | -7.3% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $2,429,001 | -43.3% | 14,770 | -33.1% | 0.24% | -39.5% |
| APD | Buy | AIR PRODS & CHEMS INC | $2,427,888 | +44.7% | 8,567 | +53.0% | 0.24% | +54.2% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $2,255,543 | -5.3% | 10,831 | +0.1% | 0.22% | +0.9% |
| CSCO | Buy | CISCO SYS INC | $2,240,438 | +10.7% | 41,675 | +6.6% | 0.22% | +18.5% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $2,217,054 | +15.3% | 2,694 | +0.7% | 0.22% | +22.9% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,199,495 | -5.7% | 42,404 | -1.1% | 0.21% | +0.9% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $2,170,328 | -1.9% | 17,678 | +0.6% | 0.21% | +5.0% |
| PLD | Sell | PROLOGIS INC. | $2,171,264 | -9.0% | 19,350 | -0.5% | 0.21% | -2.8% |
| SHV | ISHARES TRshort treas bd | $2,116,937 | +0.0% | 19,163 | 0.0% | 0.21% | +6.7% | |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $2,113,528 | -1.4% | 63,718 | +0.2% | 0.20% | +5.1% |
| MAA | Sell | MID-AMER APT CMNTYS INC | $2,113,040 | -15.4% | 16,425 | -0.1% | 0.20% | -9.7% |
| DGX | Sell | QUEST DIAGNOSTICS INC | $2,069,111 | -14.1% | 16,979 | -1.0% | 0.20% | -8.2% |
| RJF | Sell | RAYMOND JAMES FINL INC | $2,073,779 | -4.8% | 20,649 | -1.6% | 0.20% | +1.5% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $2,026,009 | -10.8% | 12,998 | +2.6% | 0.20% | -4.8% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $1,981,400 | -4.4% | 42,721 | -3.9% | 0.19% | +1.6% |
| BBJP | Buy | J P MORGAN EXCHANGE TRADED Fbetabuldrs japan | $1,971,568 | -2.4% | 39,243 | +0.1% | 0.19% | +4.3% |
| JCPB | Sell | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $1,957,439 | -6.3% | 43,820 | -2.3% | 0.19% | 0.0% |
| IUSB | Sell | ISHARES TRcore total usd | $1,914,860 | -39.0% | 43,803 | -36.5% | 0.19% | -35.0% |
| EMR | Buy | EMERSON ELEC CO | $1,897,987 | +8.1% | 19,654 | +1.2% | 0.18% | +15.0% |
| DIAL | Buy | COLUMBIA ETF TR Idiversifid fxd | $1,877,917 | +51.4% | 111,548 | +58.3% | 0.18% | +61.1% |
| DLR | Sell | DIGITAL RLTY TR INC | $1,872,300 | -4.2% | 15,471 | -9.9% | 0.18% | +2.2% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $1,876,563 | -9.8% | 27,040 | -5.2% | 0.18% | -3.7% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $1,859,305 | +64.1% | 104,750 | +80.6% | 0.18% | +75.7% |
| PH | Sell | PARKER-HANNIFIN CORP | $1,855,284 | -0.9% | 4,763 | -0.8% | 0.18% | +5.9% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $1,763,951 | +0.5% | 16,033 | +3.3% | 0.17% | +6.9% |
| Sell | HEALTHCARE RLTY TR | $1,723,646 | -20.5% | 112,878 | -1.8% | 0.17% | -15.2% | |
| HOLX | Buy | HOLOGIC INC | $1,718,622 | -13.5% | 24,764 | +0.9% | 0.17% | -7.7% |
| KNX | Sell | KNIGHT-SWIFT TRANSN HLDGS INcl a | $1,707,006 | -11.2% | 34,038 | -1.6% | 0.17% | -5.1% |
| FR | Buy | FIRST INDL RLTY TR INC | $1,687,970 | -9.0% | 35,469 | +0.7% | 0.16% | -3.0% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $1,657,007 | -50.8% | 28,549 | -45.8% | 0.16% | -47.6% |
| ABT | Sell | ABBOTT LABS | $1,612,295 | -12.7% | 16,647 | -1.7% | 0.16% | -6.5% |
| DEO | Buy | DIAGEO PLCspon adr new | $1,588,057 | -10.9% | 10,645 | +3.7% | 0.15% | -4.9% |
| WELL | Buy | WELLTOWER INC | $1,588,347 | +1.3% | 19,389 | +0.0% | 0.15% | +7.7% |
| IJR | ISHARES TRcore s&p scp etf | $1,571,938 | -5.3% | 16,664 | 0.0% | 0.15% | +1.3% | |
| MSCI | Sell | MSCI INC | $1,558,224 | +8.6% | 3,037 | -0.7% | 0.15% | +15.3% |
| MTB | Buy | M & T BK CORP | $1,552,699 | +9.0% | 12,279 | +6.6% | 0.15% | +16.2% |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $1,526,290 | +44.4% | 23,210 | +26.6% | 0.15% | +54.2% |
| GLPI | Buy | GAMING & LEISURE PPTYS INC | $1,511,958 | -6.0% | 33,193 | +0.0% | 0.15% | +0.7% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,491,465 | +4.9% | 6,199 | -4.1% | 0.14% | +12.4% |
| PSA | Buy | PUBLIC STORAGE | $1,484,145 | -6.3% | 5,632 | +3.8% | 0.14% | 0.0% |
| IEFA | Sell | ISHARES TRcore msci eafe | $1,473,909 | -4.9% | 22,905 | -0.2% | 0.14% | +1.4% |
| VGSH | VANGUARD SCOTTSDALE FDSshort term treas | $1,467,763 | -0.2% | 25,482 | 0.0% | 0.14% | +6.7% | |
| INVH | Buy | INVITATION HOMES INC | $1,463,888 | -7.9% | 46,194 | +0.0% | 0.14% | -2.1% |
| EFA | Sell | ISHARES TRmsci eafe etf | $1,464,786 | -9.4% | 21,253 | -4.7% | 0.14% | -3.4% |
| ULTA | Buy | ULTA BEAUTY INC | $1,455,995 | +43.8% | 3,645 | +69.5% | 0.14% | +53.3% |
| VRSK | Buy | VERISK ANALYTICS INC | $1,452,640 | +5.4% | 6,149 | +0.8% | 0.14% | +12.8% |
| CAT | Buy | CATERPILLAR INC | $1,398,406 | +11.5% | 5,122 | +0.5% | 0.14% | +19.3% |
| DUK | Buy | DUKE ENERGY CORP NEW | $1,385,899 | -0.4% | 15,702 | +1.3% | 0.14% | +6.3% |
| SPGI | Buy | S&P GLOBAL INC | $1,392,212 | -8.8% | 3,810 | +0.1% | 0.14% | -2.9% |
| ON | Buy | ON SEMICONDUCTOR CORP | $1,367,573 | +2.9% | 14,713 | +4.7% | 0.13% | +9.9% |
| DTE | Sell | DTE ENERGY CO | $1,339,386 | -11.9% | 13,491 | -2.3% | 0.13% | -5.8% |
| MMM | Buy | 3M CO | $1,319,789 | -3.7% | 14,097 | +2.9% | 0.13% | +2.4% |
| NOW | New | SERVICENOW INC | $1,321,940 | – | 2,365 | +100.0% | 0.13% | – |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $1,310,507 | -4.7% | 35,144 | +2.3% | 0.13% | +1.6% |
| NSC | Sell | NORFOLK SOUTHN CORP | $1,289,301 | -13.2% | 6,547 | -0.1% | 0.12% | -7.4% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $1,279,683 | -16.9% | 6,365 | -0.2% | 0.12% | -11.4% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $1,276,704 | -5.1% | 14,719 | -8.8% | 0.12% | +1.6% |
| DIS | Sell | DISNEY WALT CO | $1,273,184 | -11.0% | 15,709 | -2.0% | 0.12% | -4.6% |
| IVW | ISHARES TRs&p 500 grwt etf | $1,255,507 | -2.9% | 18,350 | 0.0% | 0.12% | +3.4% | |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $1,253,207 | -2.9% | 5,077 | 0.0% | 0.12% | +4.3% | |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,242,502 | -6.9% | 7,030 | -1.4% | 0.12% | -0.8% |
| HYMB | Buy | SPDR SER TRnuveen bloomberg | $1,218,508 | +47.5% | 51,155 | +54.9% | 0.12% | +57.3% |
| A | Sell | AGILENT TECHNOLOGIES INC | $1,208,886 | -11.9% | 10,811 | -5.2% | 0.12% | -6.4% |
| Buy | LINDE PLC | $1,200,084 | -1.8% | 3,223 | +0.5% | 0.12% | +5.4% | |
| ORCL | Sell | ORACLE CORP | $1,189,464 | -12.8% | 11,230 | -1.9% | 0.12% | -6.5% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $1,193,446 | -0.1% | 15,824 | +0.0% | 0.12% | +6.4% |
| DELL | Sell | DELL TECHNOLOGIES INCcl c | $1,170,298 | +21.9% | 16,985 | -4.3% | 0.11% | +31.0% |
| SBUX | Sell | STARBUCKS CORP | $1,174,493 | -10.4% | 12,868 | -2.7% | 0.11% | -4.2% |
| New | J P MORGAN EXCHANGE TRADED Fsustainable muni | $1,152,030 | – | 23,941 | +100.0% | 0.11% | – | |
| ETN | Buy | EATON CORP PLC | $1,143,352 | +10.3% | 5,361 | +4.0% | 0.11% | +18.1% |
| XEL | Sell | XCEL ENERGY INC | $1,134,558 | -9.3% | 19,828 | -1.5% | 0.11% | -3.5% |
| DON | WISDOMTREE TRus midcap divid | $1,108,581 | -2.6% | 27,065 | 0.0% | 0.11% | +3.8% | |
| AA | Sell | ALCOA CORP | $1,115,265 | -18.4% | 38,378 | -4.7% | 0.11% | -12.9% |
| BAC | Sell | BANK AMERICA CORP | $1,071,899 | -5.4% | 39,149 | -0.9% | 0.10% | +1.0% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,073,519 | +0.8% | 44,842 | +3.7% | 0.10% | +7.2% |
| EMN | Buy | EASTMAN CHEM CO | $1,059,964 | -8.3% | 13,816 | +0.1% | 0.10% | -1.9% |
| INFL | Buy | LISTED FD TRhorizon kinetics | $1,052,433 | +2.7% | 34,574 | +3.2% | 0.10% | +9.7% |
| ADBE | Buy | ADOBE INC | $1,051,149 | +6.6% | 2,061 | +2.2% | 0.10% | +13.3% |
| BP | Sell | BP PLCsponsored adr | $1,052,371 | -0.1% | 27,179 | -9.0% | 0.10% | +6.2% |
| TMUS | Buy | T-MOBILE US INC | $1,031,608 | +3.5% | 7,366 | +2.6% | 0.10% | +9.9% |
| PYPL | Buy | PAYPAL HLDGS INC | $1,001,858 | -7.7% | 17,138 | +5.4% | 0.10% | -2.0% |
| LSCC | Buy | LATTICE SEMICONDUCTOR CORP | $987,336 | -10.3% | 11,490 | +0.3% | 0.10% | -4.0% |
| ICF | ISHARES TRcohen steer reit | $942,306 | -9.7% | 18,786 | 0.0% | 0.09% | -3.2% | |
| D | Sell | DOMINION ENERGY INC | $925,424 | -18.1% | 20,717 | -5.1% | 0.09% | -12.6% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $920,271 | -6.5% | 13,374 | +0.8% | 0.09% | -1.1% |
| TSLA | Sell | TESLA INC | $905,796 | -11.2% | 3,620 | -7.1% | 0.09% | -5.4% |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $882,023 | +20.5% | 9,606 | +20.5% | 0.09% | +28.4% |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $882,479 | -4.8% | 4,831 | +1.3% | 0.09% | +2.4% |
| NEE | Sell | NEXTERA ENERGY INC | $886,576 | -80.2% | 15,475 | -74.4% | 0.09% | -78.9% |
| DES | Buy | WISDOMTREE TRus smallcap divd | $877,419 | -1.7% | 31,114 | +0.3% | 0.08% | +4.9% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $873,937 | +15.7% | 17,416 | +15.6% | 0.08% | +23.2% |
| New | FORTREA HLDGS INC | $862,389 | – | 30,164 | +100.0% | 0.08% | – | |
| CI | Sell | THE CIGNA GROUP | $865,934 | -1.2% | 3,027 | -3.1% | 0.08% | +5.0% |
| URI | Buy | UNITED RENTALS INC | $840,237 | +0.4% | 1,890 | +0.5% | 0.08% | +7.9% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $808,404 | -3.5% | 6,279 | -0.5% | 0.08% | +3.9% |
| RTX | Sell | RTX CORPORATION | $809,875 | -33.0% | 11,253 | -8.9% | 0.08% | -28.2% |
| FDX | Sell | FEDEX CORP | $811,575 | +3.4% | 3,063 | -3.3% | 0.08% | +11.3% |
| Sell | EXPRO GROUP HOLDINGS NV | $813,050 | +23.8% | 35,000 | -5.5% | 0.08% | +31.7% | |
| SNY | Sell | SANOFIsponsored adr | $790,975 | -5.8% | 14,746 | -5.3% | 0.08% | +1.3% |
| AMGN | Buy | AMGEN INC | $778,968 | +21.8% | 2,898 | +0.6% | 0.08% | +31.0% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $784,850 | -2.3% | 10,441 | -1.8% | 0.08% | +4.1% |
| MCD | Buy | MCDONALDS CORP | $782,244 | -3.6% | 2,969 | +9.2% | 0.08% | +2.7% |
| Sell | GSK PLCsponsored adr | $776,330 | -3.3% | 21,416 | -4.9% | 0.08% | +2.7% | |
| QCOM | Sell | QUALCOMM INC | $775,100 | -9.3% | 6,979 | -2.8% | 0.08% | -3.8% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $766,801 | -0.3% | 2,883 | +3.1% | 0.07% | +5.7% |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $757,657 | -2.6% | 2,262 | 0.0% | 0.07% | +4.2% | |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $746,712 | +23.0% | 13,527 | +10.7% | 0.07% | +32.7% |
| GILD | Sell | GILEAD SCIENCES INC | $749,604 | -5.4% | 10,003 | -2.7% | 0.07% | +1.4% |
| BK | Sell | BANK NEW YORK MELLON CORP | $749,685 | -5.1% | 17,578 | -1.0% | 0.07% | +1.4% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $733,456 | +14.3% | 1,853 | +13.6% | 0.07% | +22.4% |
| DLN | WISDOMTREE TRus largecap divd | $733,145 | -3.3% | 11,923 | 0.0% | 0.07% | +2.9% | |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $728,066 | -8.0% | 2,674 | -0.9% | 0.07% | -1.4% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $700,801 | -3.4% | 10,043 | +0.7% | 0.07% | +3.0% |
| MINT | PIMCO ETF TRenhan shrt ma ac | $678,248 | +0.4% | 6,773 | 0.0% | 0.07% | +6.5% | |
| L | LOEWS CORP | $665,388 | +6.6% | 10,510 | 0.0% | 0.06% | +14.0% | |
| INTC | Sell | INTEL CORP | $658,157 | +5.8% | 18,514 | -0.5% | 0.06% | +12.3% |
| ALL | Sell | ALLSTATE CORP | $648,177 | -72.6% | 5,818 | -73.2% | 0.06% | -70.7% |
| MDT | Sell | MEDTRONIC PLC | $642,143 | -12.0% | 8,195 | -1.0% | 0.06% | -6.1% |
| IEMG | Sell | ISHARES INCcore msci emkt | $641,356 | -21.2% | 13,477 | -18.4% | 0.06% | -16.2% |
| Sell | GENERAL ELECTRIC CO | $642,257 | -3.3% | 5,810 | -3.9% | 0.06% | +3.3% | |
| PVH | Sell | PVH CORPORATION | $626,631 | -11.8% | 8,190 | -2.0% | 0.06% | -6.2% |
| RSG | Sell | REPUBLIC SVCS INC | $612,062 | -10.9% | 4,295 | -4.3% | 0.06% | -6.3% |
| PFF | ISHARES TRpfd and incm sec | $608,427 | -2.5% | 20,180 | 0.0% | 0.06% | +3.5% | |
| Sell | APOLLO GLOBAL MGMT INC | $610,140 | +12.1% | 6,797 | -4.1% | 0.06% | +18.0% | |
| IWB | Sell | ISHARES TRrus 1000 etf | $594,557 | -10.7% | 2,531 | -7.3% | 0.06% | -4.9% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $573,990 | -31.3% | 9,763 | -26.6% | 0.06% | -26.3% |
| HRL | Sell | HORMEL FOODS CORP | $571,031 | -9.2% | 15,015 | -3.9% | 0.06% | -3.5% |
| FDS | Sell | FACTSET RESH SYS INC | $568,875 | +3.2% | 1,301 | -5.5% | 0.06% | +10.0% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $564,481 | +48.4% | 5,993 | +54.1% | 0.06% | +57.1% |
| IWD | ISHARES TRrus 1000 val etf | $550,847 | -3.8% | 3,628 | 0.0% | 0.05% | +3.8% | |
| VSTO | Buy | VISTA OUTDOOR INC | $541,346 | +20.1% | 16,345 | +0.3% | 0.05% | +29.3% |
| CSX | Sell | CSX CORP | $544,460 | -9.8% | 17,706 | -0.0% | 0.05% | -3.6% |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $540,759 | +30.3% | 14,156 | +40.1% | 0.05% | +39.5% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $546,547 | -3.1% | 3,395 | +2.2% | 0.05% | +3.9% |
| DEM | WISDOMTREE TRemer mkt high fd | $548,529 | -2.1% | 14,635 | 0.0% | 0.05% | +3.9% | |
| CMCSA | Sell | COMCAST CORP NEWcl a | $539,891 | -17.6% | 12,176 | -22.8% | 0.05% | -13.3% |
| COP | Sell | CONOCOPHILLIPS | $510,827 | +7.3% | 4,264 | -7.2% | 0.05% | +16.3% |
| DVY | Sell | ISHARES TRselect divid etf | $514,495 | -6.4% | 4,780 | -1.5% | 0.05% | 0.0% |
| TXN | Buy | TEXAS INSTRS INC | $505,652 | -11.3% | 3,180 | +0.4% | 0.05% | -5.8% |
| CL | Sell | COLGATE PALMOLIVE CO | $494,072 | -9.1% | 6,948 | -1.5% | 0.05% | -2.0% |
| PPG | Sell | PPG INDS INC | $485,063 | -25.7% | 3,737 | -15.1% | 0.05% | -20.3% |
| RIO | Sell | RIO TINTO PLCsponsored adr | $471,563 | -3.1% | 7,410 | -2.7% | 0.05% | +4.5% |
| AN | Sell | AUTONATION INC | $472,447 | -11.4% | 3,121 | -3.7% | 0.05% | -6.1% |
| BA | Buy | BOEING CO | $474,479 | -4.4% | 2,475 | +5.4% | 0.05% | +2.2% |
| GLD | Buy | SPDR GOLD TR | $464,544 | +12.2% | 2,710 | +16.6% | 0.04% | +18.4% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $466,966 | -7.7% | 8,819 | +0.1% | 0.04% | -2.2% |
| HDV | Sell | ISHARES TRcore high dv etf | $456,872 | -15.6% | 4,620 | -14.0% | 0.04% | -10.2% |
| EA | Sell | ELECTRONIC ARTS INC | $438,977 | -14.3% | 3,646 | -7.6% | 0.04% | -8.5% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $433,670 | -4.8% | 11,427 | -0.8% | 0.04% | +2.4% |
| HEDJ | Buy | WISDOMTREE TReurope hedged eq | $429,365 | -3.5% | 10,870 | +100.0% | 0.04% | +2.4% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $424,195 | -1.0% | 838 | +2.1% | 0.04% | +5.1% |
| EFG | ISHARES TReafe grwth etf | $422,697 | -9.5% | 4,898 | 0.0% | 0.04% | -4.7% | |
| USHY | Buy | ISHARES TRbroad usd high | $422,808 | +13.8% | 12,181 | +15.7% | 0.04% | +20.6% |
| VIAC | Sell | PARAMOUNT GLOBAL | $410,523 | -20.9% | 31,823 | -2.4% | 0.04% | -14.9% |
| AES | Sell | AES CORP | $402,912 | -29.4% | 26,507 | -3.7% | 0.04% | -25.0% |
| PANW | Buy | PALO ALTO NETWORKS INC | $399,720 | -4.4% | 1,705 | +4.2% | 0.04% | +2.6% |
| CRM | Buy | SALESFORCE INC | $404,343 | +0.1% | 1,994 | +4.2% | 0.04% | +5.4% |
| O | Buy | REALTY INCOME CORP | $402,606 | -15.4% | 8,062 | +1.3% | 0.04% | -9.3% |
| GD | Buy | GENERAL DYNAMICS CORP | $399,067 | +3.0% | 1,806 | +0.2% | 0.04% | +11.4% |
| SRE | Buy | SEMPRA | $406,547 | -6.5% | 5,976 | +100.0% | 0.04% | -2.5% |
| GLW | Sell | CORNING INC | $395,454 | -24.1% | 12,978 | -12.7% | 0.04% | -19.1% |
| IWR | Sell | ISHARES TRrus mid cap etf | $383,922 | -9.3% | 5,544 | -4.3% | 0.04% | -5.1% |
| KOMP | Buy | SPDR SER TRs&p kensho new | $382,171 | -4.0% | 9,650 | +8.1% | 0.04% | +2.8% |
| QSR | Sell | RESTAURANT BRANDS INTL INC | $373,483 | -17.0% | 5,606 | -3.4% | 0.04% | -12.2% |
| IGIB | Sell | ISHARES TR | $373,875 | -10.8% | 7,685 | -7.2% | 0.04% | -5.3% |
| EFV | ISHARES TReafe value etf | $374,363 | -0.0% | 7,651 | 0.0% | 0.04% | +5.9% | |
| AZO | Buy | AUTOZONE INC | $355,599 | +10.6% | 140 | +8.5% | 0.04% | +20.7% |
| WBS | WEBSTER FINL CORP | $358,517 | +6.8% | 8,894 | 0.0% | 0.04% | +12.9% | |
| IWL | ISHARES TRrus top 200 etf | $356,937 | -3.1% | 3,453 | 0.0% | 0.04% | +2.9% | |
| IR | Sell | INGERSOLL RAND INC | $357,278 | -2.5% | 5,607 | -0.0% | 0.04% | +6.1% |
| NVS | Buy | NOVARTIS AGsponsored adr | $359,362 | +8.8% | 3,528 | +7.8% | 0.04% | +16.7% |
| Sell | HALEON PLCspon ads | $363,105 | -1.7% | 43,590 | -1.2% | 0.04% | +2.9% | |
| DTD | WISDOMTREE TRus total dividnd | $353,800 | -3.1% | 5,880 | 0.0% | 0.03% | +3.0% | |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $346,159 | +3.5% | 12,647 | -0.3% | 0.03% | +13.3% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $343,853 | -7.7% | 1,493 | +0.2% | 0.03% | -2.9% |
| IYR | ISHARES TRu.s. real es etf | $338,893 | -9.7% | 4,337 | 0.0% | 0.03% | -2.9% | |
| OTIS | Buy | OTIS WORLDWIDE CORP | $316,374 | -9.2% | 3,939 | +0.6% | 0.03% | -3.1% |
| TT | Sell | TRANE TECHNOLOGIES PLC | $309,235 | +3.5% | 1,524 | -2.4% | 0.03% | +11.1% |
| IJK | ISHARES TRs&p mc 400gr etf | $297,918 | -3.7% | 4,124 | 0.0% | 0.03% | +3.6% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $284,621 | -6.2% | 686 | 0.0% | 0.03% | 0.0% | |
| TGT | Buy | TARGET CORP | $289,140 | -13.3% | 2,615 | +3.4% | 0.03% | -6.7% |
| IWS | ISHARES TRrus mdcp val etf | $292,256 | -5.0% | 2,801 | 0.0% | 0.03% | 0.0% | |
| NMFC | Buy | NEW MTN FIN CORP | $281,164 | +44.4% | 21,711 | +38.7% | 0.03% | +50.0% |
| LKQ | Sell | LKQ CORP | $276,214 | -18.3% | 5,579 | -3.9% | 0.03% | -12.9% |
| FICO | Sell | FAIR ISAAC CORP | $277,930 | +6.0% | 320 | -1.2% | 0.03% | +12.5% |
| XLI | Buy | SELECT SECTOR SPDR TRindl | $264,399 | -1.1% | 2,608 | +4.7% | 0.03% | +8.3% |
| MO | Sell | ALTRIA GROUP INC | $265,865 | -25.4% | 6,323 | -19.6% | 0.03% | -18.8% |
| CASY | Sell | CASEYS GEN STORES INC | $266,904 | +11.0% | 983 | -0.3% | 0.03% | +18.2% |
| MLPX | GLOBAL X FDSglb x mlp enrg i | $269,731 | +2.0% | 6,364 | 0.0% | 0.03% | +8.3% | |
| CSGP | Buy | COSTAR GROUP INC | $270,653 | -11.9% | 3,520 | +2.0% | 0.03% | -7.1% |
| LOW | Buy | LOWES COS INC | $263,957 | -7.4% | 1,270 | +0.6% | 0.03% | 0.0% |
| NUV | NUVEEN MUN VALUE FD INC | $271,638 | -5.1% | 32,886 | 0.0% | 0.03% | 0.0% | |
| IDV | ISHARES TRintl sel div etf | $256,118 | -3.5% | 10,083 | 0.0% | 0.02% | +4.2% | |
| SCHP | SCHWAB STRATEGIC TRus tips etf | $259,115 | -3.7% | 5,132 | 0.0% | 0.02% | +4.2% | |
| CVS | Sell | CVS HEALTH CORP | $257,915 | -1.2% | 3,694 | -2.1% | 0.02% | +4.2% |
| DSI | ISHARES TRmsci kld400 soc | $253,348 | -3.3% | 3,112 | 0.0% | 0.02% | +4.2% | |
| PAYX | Buy | PAYCHEX INC | $257,301 | +27.0% | 2,231 | +23.2% | 0.02% | +38.9% |
| NFG | Sell | NATIONAL FUEL GAS CO | $248,805 | +0.9% | 4,793 | -0.2% | 0.02% | +9.1% |
| HYG | ISHARES TRiboxx hi yd etf | $243,055 | -1.8% | 3,297 | 0.0% | 0.02% | +4.3% | |
| INGR | Sell | INGREDION INC | $251,117 | -7.3% | 2,552 | -0.2% | 0.02% | -4.0% |
| EME | Buy | EMCOR GROUP INC | $248,681 | +14.1% | 1,182 | +0.2% | 0.02% | +20.0% |
| ABNB | Buy | AIRBNB INC | $246,429 | +12.0% | 1,796 | +4.6% | 0.02% | +20.0% |
| PAG | Sell | PENSKE AUTOMOTIVE GRP INC | $248,418 | -0.5% | 1,487 | -0.8% | 0.02% | +4.3% |
| XLC | Buy | SELECT SECTOR SPDR TR | $234,721 | +0.8% | 3,580 | +0.1% | 0.02% | +9.5% |
| SIGI | Sell | SELECTIVE INS GROUP INC | $237,188 | +6.5% | 2,299 | -1.0% | 0.02% | +15.0% |
| EHC | ENCOMPASS HEALTH CORP | $241,104 | -0.8% | 3,590 | 0.0% | 0.02% | +4.5% | |
| XBI | Sell | SPDR SER TRs&p biotech | $229,721 | -13.3% | 3,146 | -1.3% | 0.02% | -8.3% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $222,067 | -82.9% | 1,610 | -82.4% | 0.02% | -81.4% |
| VB | VANGUARD INDEX FDSsmall cp etf | $230,287 | -4.9% | 1,218 | 0.0% | 0.02% | 0.0% | |
| DD | Buy | DUPONT DE NEMOURS INC | $223,621 | +7.8% | 2,998 | +3.3% | 0.02% | +15.8% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $212,529 | -7.7% | 6,238 | +2.1% | 0.02% | 0.0% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $216,682 | -57.6% | 2,372 | -55.1% | 0.02% | -54.3% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $214,783 | -3.7% | 1,499 | +0.1% | 0.02% | +5.0% |
| DWM | WISDOMTREE TRintl equity fd | $220,621 | -3.4% | 4,563 | 0.0% | 0.02% | 0.0% | |
| BERY | Sell | BERRY GLOBAL GROUP INC | $218,790 | -4.5% | 3,534 | -0.8% | 0.02% | 0.0% |
| BDX | Sell | BECTON DICKINSON & CO | $216,131 | -2.7% | 836 | -0.6% | 0.02% | +5.0% |
| MYRG | Sell | MYR GROUP INC DEL | $216,290 | -27.6% | 1,605 | -25.6% | 0.02% | -22.2% |
| PGTI | Sell | PGT INNOVATIONS INC | $208,236 | -5.9% | 7,504 | -1.1% | 0.02% | 0.0% |
| ACLS | Sell | AXCELIS TECHNOLOGIES INC | $208,541 | -12.2% | 1,279 | -1.3% | 0.02% | -9.1% |
| SCZ | ISHARES TReafe sml cp etf | $206,850 | -4.3% | 3,663 | 0.0% | 0.02% | 0.0% | |
| BX | New | BLACKSTONE INC | $207,176 | – | 1,934 | +100.0% | 0.02% | – |
| WCC | Sell | WESCO INTL INC | $202,642 | -20.3% | 1,409 | -0.8% | 0.02% | -13.0% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $208,848 | -8.0% | 3,544 | +2.2% | 0.02% | -4.8% |
| TXRH | Buy | TEXAS ROADHOUSE INC | $208,345 | -14.0% | 2,168 | +0.5% | 0.02% | -9.1% |
| INTU | New | INTUIT | $208,895 | – | 409 | +100.0% | 0.02% | – |
| OKE | New | ONEOK INC NEW | $209,002 | – | 3,295 | +100.0% | 0.02% | – |
| AOS | Sell | SMITH A O CORP | $205,268 | -9.6% | 3,104 | -0.5% | 0.02% | -4.8% |
| SMCI | New | SUPER MICRO COMPUTER INC | $202,649 | – | 739 | +100.0% | 0.02% | – |
| COF | Buy | CAPITAL ONE FINL CORP | $210,210 | -5.5% | 2,166 | +6.5% | 0.02% | 0.0% |
| ET | ENERGY TRANSFER L P | $157,192 | +10.5% | 11,204 | 0.0% | 0.02% | +15.4% | |
| MRCC | Buy | MONROE CAP CORP | $153,733 | +22.2% | 20,635 | +34.2% | 0.02% | +36.4% |
| New | BGC GROUP INCcl a | $110,574 | – | 20,942 | +100.0% | 0.01% | – | |
| LBAI | Exit | LAKELAND BANCORP INC | $0 | – | -10,151 | -100.0% | -0.01% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -439 | -100.0% | -0.02% | – |
| POR | Exit | PORTLAND GEN ELEC CO | $0 | – | -4,309 | -100.0% | -0.02% | – |
| SJM | Exit | SMUCKER J M CO | $0 | – | -1,369 | -100.0% | -0.02% | – |
| DOL | Exit | WISDOMTREE TRintl lrgcap dv | $0 | – | -4,264 | -100.0% | -0.02% | – |
| HSY | Exit | HERSHEY CO | $0 | – | -825 | -100.0% | -0.02% | – |
| TD | Exit | TORONTO DOMINION BK ONT | $0 | – | -3,347 | -100.0% | -0.02% | – |
| GDX | Exit | VANECK ETF TRUSTgold miners etf | $0 | – | -6,815 | -100.0% | -0.02% | – |
| CTVA | Exit | CORTEVA INC | $0 | – | -3,633 | -100.0% | -0.02% | – |
| IP | Exit | INTERNATIONAL PAPER CO | $0 | – | -6,637 | -100.0% | -0.02% | – |
| RY | Exit | ROYAL BK CDA | $0 | – | -2,226 | -100.0% | -0.02% | – |
| BIP | Exit | BROOKFIELD INFRAST PARTNERSlp int unit | $0 | – | -6,102 | -100.0% | -0.02% | – |
| MKC | Exit | MCCORMICK & CO INC | $0 | – | -2,546 | -100.0% | -0.02% | – |
| DKS | Exit | DICKS SPORTING GOODS INC | $0 | – | -1,770 | -100.0% | -0.02% | – |
| ASML | Exit | ASML HOLDING N V | $0 | – | -312 | -100.0% | -0.02% | – |
| THC | Exit | TENET HEALTHCARE CORP | $0 | – | -2,929 | -100.0% | -0.02% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -4,151 | -100.0% | -0.02% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -6,510 | -100.0% | -0.02% | – |
| XYL | Exit | XYLEM INC | $0 | – | -2,834 | -100.0% | -0.03% | – |
| VCLT | Exit | VANGUARD SCOTTSDALE FDSlg-term cor bd | $0 | – | -4,993 | -100.0% | -0.04% | – |
| FOCS | Exit | FOCUS FINL PARTNERS INC | $0 | – | -10,114 | -100.0% | -0.05% | – |
| ZBRA | Exit | ZEBRA TECHNOLOGIES CORPORATIcl a | $0 | – | -4,110 | -100.0% | -0.11% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -20,011 | -100.0% | -0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 20 | Q3 2023 | 15.4% |
| APPLE INC | 20 | Q3 2023 | 9.1% |
| ISHARES TR | 20 | Q3 2023 | 10.9% |
| ISHARES TR | 20 | Q3 2023 | 5.0% |
| ISHARES TR | 20 | Q3 2023 | 9.2% |
| MICROSOFT CORP | 20 | Q3 2023 | 4.5% |
| PEPSICO INC | 20 | Q3 2023 | 3.1% |
| ISHARES TR | 20 | Q3 2023 | 5.0% |
| VANGUARD SPECIALIZED FUNDS | 20 | Q3 2023 | 6.5% |
| SPDR S&P MIDCAP 400 ETF TR | 20 | Q3 2023 | 4.5% |
View GYL FINANCIAL SYNERGIES, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-08 |
| 13F-HR | 2021-11-01 |
View GYL FINANCIAL SYNERGIES, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.