$226 Million is the total value of GYL FINANCIAL SYNERGIES, LLC's 173 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $22,092,000 | +8.3% | 68,639 | -0.2% | 9.77% | -3.7% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $21,257,000 | +12.0% | 103,279 | +5.1% | 9.40% | -0.4% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $20,888,000 | +22.0% | 249,115 | +13.3% | 9.24% | +8.5% |
| IEFA | Buy | ISHARES TRcore msci eafe | $11,270,000 | +139.7% | 172,741 | +124.4% | 4.98% | +113.2% |
| AAPL | Buy | APPLE INC | $10,959,000 | +32.5% | 37,320 | +1.1% | 4.85% | +17.9% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $10,313,000 | +7.3% | 134,142 | -0.9% | 4.56% | -4.5% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $8,874,000 | +9.7% | 27,454 | +1.3% | 3.92% | -2.4% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $6,160,000 | +6.5% | 16,410 | +0.0% | 2.72% | -5.3% |
| PEP | Sell | PEPSICO INC | $4,558,000 | -0.7% | 33,352 | -0.4% | 2.02% | -11.7% |
| FOCS | Sell | FOCUS FINL PARTNERS INC | $3,612,000 | +23.3% | 122,561 | -0.4% | 1.60% | +9.7% |
| VO | VANGUARD INDEX FDSmid cap etf | $2,841,000 | +6.3% | 15,947 | 0.0% | 1.26% | -5.5% | |
| MSFT | Sell | MICROSOFT CORP | $2,684,000 | +3.1% | 17,023 | -9.1% | 1.19% | -8.3% |
| IEV | Buy | ISHARES TReurope etf | $2,630,000 | +8.5% | 56,006 | +0.0% | 1.16% | -3.4% |
| PG | Sell | PROCTER & GAMBLE CO | $2,154,000 | -10.2% | 17,246 | -10.6% | 0.95% | -20.1% |
| RWR | Sell | SPDR SERIES TRUSTdj reit etf | $2,083,000 | -6.0% | 20,419 | -3.6% | 0.92% | -16.4% |
| SWK | STANLEY BLACK & DECKER INC | $2,070,000 | +14.7% | 12,491 | 0.0% | 0.92% | +2.0% | |
| INST | Sell | INSTRUCTURE INC | $1,950,000 | -1.2% | 40,456 | -20.6% | 0.86% | -12.1% |
| EFA | Sell | ISHARES TRmsci eafe etf | $1,768,000 | +6.1% | 25,461 | -0.3% | 0.78% | -5.6% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,725,000 | +18.2% | 12,376 | -0.1% | 0.76% | +5.2% |
| V | Buy | VISA INC | $1,635,000 | +11.7% | 8,702 | +2.2% | 0.72% | -0.7% |
| XOM | Sell | EXXON MOBIL CORP | $1,619,000 | -3.6% | 23,204 | -2.5% | 0.72% | -14.3% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $1,566,000 | +31.9% | 17,079 | +15.9% | 0.69% | +17.3% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $1,505,000 | +12.1% | 7,077 | -0.5% | 0.66% | -0.3% |
| FB | Sell | FACEBOOK INCcl a | $1,464,000 | +13.8% | 7,134 | -1.3% | 0.65% | +1.1% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $1,454,000 | +3.6% | 9,711 | -5.5% | 0.64% | -7.9% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,424,000 | -17.5% | 9,764 | -26.9% | 0.63% | -26.6% |
| KO | Buy | COCA COLA CO | $1,403,000 | +3.7% | 25,340 | +2.0% | 0.62% | -7.9% |
| DON | Buy | WISDOMTREE TRus midcap divid | $1,365,000 | +7.3% | 35,878 | +2.5% | 0.60% | -4.4% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $1,339,000 | +6.3% | 14,124 | +0.6% | 0.59% | -5.4% |
| INTC | Sell | INTEL CORP | $1,311,000 | +14.0% | 21,910 | -1.9% | 0.58% | +1.4% |
| AMZN | Sell | AMAZON COM INC | $1,266,000 | +5.5% | 685 | -0.9% | 0.56% | -6.0% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,267,000 | -27.5% | 5,594 | -33.4% | 0.56% | -35.6% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,243,000 | +11.2% | 45,399 | +2.1% | 0.55% | -1.1% |
| DES | Buy | WISDOMTREE TRus smallcap divd | $1,237,000 | +5.4% | 43,138 | +0.6% | 0.55% | -6.3% |
| DTN | Sell | WISDOMTREE TRus divid ex fncl | $1,209,000 | -0.1% | 13,065 | -5.6% | 0.54% | -11.0% |
| PFE | Buy | PFIZER INC | $1,192,000 | +11.9% | 30,435 | +2.7% | 0.53% | -0.4% |
| DEM | Buy | WISDOMTREE TRemer mkt high fd | $1,168,000 | +15.2% | 25,518 | +4.0% | 0.52% | +2.4% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $1,158,000 | +11.2% | 25,797 | +1.3% | 0.51% | -1.0% |
| CVX | Sell | CHEVRON CORP NEW | $1,145,000 | -3.3% | 9,501 | -4.8% | 0.51% | -14.1% |
| ABBV | Buy | ABBVIE INC | $1,116,000 | +23.2% | 12,605 | +5.3% | 0.49% | +9.6% |
| HD | Buy | HOME DEPOT INC | $1,086,000 | -3.3% | 4,975 | +2.7% | 0.48% | -14.0% |
| IDV | Buy | ISHARES TRintl sel div etf | $1,084,000 | +51.0% | 32,289 | +38.3% | 0.48% | +34.2% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $1,008,000 | +16.4% | 32,733 | +5.8% | 0.45% | +3.7% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $966,000 | +25.3% | 9,483 | +10.8% | 0.43% | +11.5% |
| USMV | ISHARES TRmsci min vol etf | $942,000 | +2.4% | 14,360 | 0.0% | 0.42% | -8.8% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $940,000 | +12.0% | 702 | +2.2% | 0.42% | -0.2% |
| T | Buy | AT&T INC | $941,000 | +9.3% | 24,067 | +5.8% | 0.42% | -2.8% |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $890,000 | +7.1% | 7,688 | 0.0% | 0.39% | -4.6% | |
| SPLV | Buy | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $844,000 | +0.7% | 14,471 | +0.0% | 0.37% | -10.6% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $827,000 | +6.4% | 3,475 | +0.2% | 0.37% | -5.2% |
| BK | Buy | BANK NEW YORK MELLON CORP | $825,000 | +13.6% | 16,392 | +2.1% | 0.36% | +1.1% |
| ADBE | Buy | ADOBE INC | $803,000 | +24.1% | 2,436 | +4.1% | 0.36% | +10.2% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $760,000 | +3.3% | 4,588 | -5.7% | 0.34% | -8.2% |
| DIS | Buy | DISNEY WALT CO | $747,000 | +18.4% | 5,167 | +6.7% | 0.33% | +5.1% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $730,000 | +10.3% | 546 | +0.6% | 0.32% | -1.8% |
| FITB | New | FIFTH THIRD BANCORP | $727,000 | – | 23,656 | +100.0% | 0.32% | – |
| UNH | Buy | UNITEDHEALTH GROUP INC | $727,000 | +43.1% | 2,472 | +5.8% | 0.32% | +26.9% |
| BA | Buy | BOEING CO | $711,000 | -10.0% | 2,183 | +5.1% | 0.31% | -20.1% |
| MCD | Sell | MCDONALDS CORP | $690,000 | -26.1% | 3,493 | -19.7% | 0.30% | -34.3% |
| AMGN | Sell | AMGEN INC | $680,000 | +2.3% | 2,820 | -17.9% | 0.30% | -9.1% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $680,000 | +28.5% | 15,427 | +19.8% | 0.30% | +14.4% |
| CELH | CELSIUS HOLDINGS INC | $675,000 | +38.9% | 139,744 | 0.0% | 0.30% | +23.1% | |
| SBUX | Buy | STARBUCKS CORP | $663,000 | +14.3% | 7,537 | +14.9% | 0.29% | +1.7% |
| DIA | SPDR DOW JONES INDL AVRG ETFut ser 1 | $645,000 | +5.9% | 2,262 | 0.0% | 0.28% | -5.9% | |
| UNP | Buy | UNION PACIFIC CORP | $638,000 | +11.9% | 3,529 | +0.2% | 0.28% | -0.4% |
| BAC | Sell | BANK AMER CORP | $634,000 | +16.1% | 17,994 | -3.9% | 0.28% | +3.3% |
| PFF | Sell | ISHARES TRpfd and incm sec | $630,000 | -13.3% | 16,756 | -13.5% | 0.28% | -22.7% |
| WMT | Sell | WALMART INC | $618,000 | -7.9% | 5,199 | -8.0% | 0.27% | -18.3% |
| KMI | Buy | KINDER MORGAN INC DEL | $610,000 | +11.5% | 28,795 | +8.6% | 0.27% | -0.7% |
| IEMG | New | ISHARES INCcore msci emkt | $607,000 | – | 11,290 | +100.0% | 0.27% | – |
| BAM | Sell | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $567,000 | -62.6% | 9,818 | -65.6% | 0.25% | -66.7% |
| DHR | DANAHER CORPORATION | $565,000 | +6.4% | 3,679 | 0.0% | 0.25% | -5.3% | |
| EFG | Buy | ISHARES TReafe grwth etf | $552,000 | +15.0% | 6,384 | +7.0% | 0.24% | +2.1% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $548,000 | +22.3% | 12,327 | +10.9% | 0.24% | +8.5% |
| SPGI | Buy | S&P GLOBAL INC | $533,000 | +14.4% | 1,951 | +2.6% | 0.24% | +1.7% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $513,000 | +3.6% | 8,355 | +1.9% | 0.23% | -7.7% |
| ALL | Buy | ALLSTATE CORP | $510,000 | +9.2% | 4,533 | +5.5% | 0.23% | -2.6% |
| ICF | Buy | ISHARES TRcohen steer reit | $507,000 | -1.2% | 4,336 | +1.5% | 0.22% | -12.2% |
| HYMB | New | SPDR SERIES TRUSTnuveen bbg brcly | $501,000 | – | 8,495 | +100.0% | 0.22% | – |
| EA | Buy | ELECTRONIC ARTS INC | $494,000 | +15.4% | 4,597 | +5.0% | 0.22% | +2.3% |
| O | Buy | REALTY INCOME CORP | $490,000 | +3.2% | 6,651 | +7.5% | 0.22% | -8.1% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $491,000 | +13.9% | 7,600 | +14.3% | 0.22% | +1.4% |
| CM | Buy | CDN IMPERIAL BK COMM TORONTO | $476,000 | +15.8% | 5,721 | +14.9% | 0.21% | +2.9% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $476,000 | +17.5% | 3,799 | +13.2% | 0.21% | +4.5% |
| VOO | Buy | VANGUARD INDEX FDS | $458,000 | +29.4% | 1,548 | +19.2% | 0.20% | +15.3% |
| COP | Sell | CONOCOPHILLIPS | $455,000 | -15.0% | 6,996 | -25.5% | 0.20% | -24.4% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $451,000 | +10.5% | 2,955 | +2.3% | 0.20% | -2.0% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $448,000 | +17.9% | 2,549 | +7.1% | 0.20% | +4.8% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $443,000 | +4.7% | 3,786 | +7.2% | 0.20% | -6.7% |
| NLY | Buy | ANNALY CAP MGMT INC | $441,000 | +26.4% | 46,831 | +18.1% | 0.20% | +12.7% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $434,000 | +3.1% | 9,649 | +3.3% | 0.19% | -8.1% |
| ORCL | Sell | ORACLE CORP | $431,000 | -11.5% | 8,136 | -8.0% | 0.19% | -21.1% |
| EPD | ENTERPRISE PRODS PARTNERS L | $405,000 | -1.5% | 14,385 | 0.0% | 0.18% | -12.3% | |
| FDS | FACTSET RESH SYS INC | $402,000 | +10.4% | 1,500 | 0.0% | 0.18% | -1.7% | |
| COST | Buy | COSTCO WHSL CORP NEW | $400,000 | +2.0% | 1,361 | +0.1% | 0.18% | -9.2% |
| AXP | Sell | AMERICAN EXPRESS CO | $393,000 | -40.2% | 3,159 | -43.1% | 0.17% | -46.8% |
| HAP | Buy | VANECK VECTORS ETF TRUSTnat res etf | $392,000 | +6.5% | 10,536 | +0.9% | 0.17% | -5.5% |
| HON | HONEYWELL INTL INC | $384,000 | +4.6% | 2,167 | 0.0% | 0.17% | -6.6% | |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $385,000 | +10.6% | 1,798 | -0.6% | 0.17% | -1.7% |
| MRCC | Buy | MONROE CAP CORP | $378,000 | +41.6% | 34,787 | +37.5% | 0.17% | +25.6% |
| MNST | MONSTER BEVERAGE CORP NEW | $377,000 | +9.3% | 5,938 | 0.0% | 0.17% | -2.3% | |
| MA | MASTERCARD INCcl a | $376,000 | +9.9% | 1,258 | 0.0% | 0.17% | -2.4% | |
| IVOG | VANGUARD ADMIRAL FDS INCmidcp 400 grth | $375,000 | +5.3% | 2,552 | 0.0% | 0.17% | -6.2% | |
| LOW | Buy | LOWES COS INC | $371,000 | +14.9% | 3,099 | +5.4% | 0.16% | +1.9% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $368,000 | +7.6% | 6,682 | +8.0% | 0.16% | -4.1% |
| VIG | Buy | VANGUARD GROUPdiv app etf | $368,000 | +4.2% | 2,952 | +0.1% | 0.16% | -6.9% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $367,000 | -30.1% | 43,227 | -24.8% | 0.16% | -37.9% |
| LMT | Buy | LOCKHEED MARTIN CORP | $366,000 | +4.3% | 939 | +4.2% | 0.16% | -6.9% |
| GLD | Sell | SPDR GOLD TRUST | $365,000 | +2.8% | 2,554 | -0.2% | 0.16% | -8.5% |
| MRK | Sell | MERCK & CO INC | $363,000 | -9.0% | 3,994 | -15.6% | 0.16% | -18.7% |
| ABT | Sell | ABBOTT LABS | $361,000 | -0.6% | 4,161 | -4.1% | 0.16% | -11.1% |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $360,000 | +26.8% | 1,696 | 0.0% | 0.16% | +12.8% | |
| CSCO | Buy | CISCO SYS INC | $354,000 | +11.0% | 7,372 | +14.0% | 0.16% | -1.3% |
| TWOU | 2U INC | $340,000 | +47.2% | 14,175 | 0.0% | 0.15% | +30.4% | |
| NFLX | NETFLIX INC | $340,000 | +20.6% | 1,052 | 0.0% | 0.15% | +7.1% | |
| HEDJ | WISDOMTREE TReurope hedged eq | $325,000 | +4.8% | 4,600 | 0.0% | 0.14% | -6.5% | |
| BND | VANGUARD BD INDEX FD INCtotal bnd mrkt | $325,000 | -0.9% | 3,879 | 0.0% | 0.14% | -11.7% | |
| USB | Buy | US BANCORP DEL | $326,000 | +9.4% | 5,492 | +1.9% | 0.14% | -2.7% |
| CRM | Buy | SALESFORCE COM INC | $322,000 | +9.9% | 1,979 | +0.4% | 0.14% | -2.7% |
| LIN | Buy | LINDE PLC | $319,000 | +17.7% | 1,497 | +7.0% | 0.14% | +4.4% |
| CCL | CARNIVAL CORPunit 99/99/9999 | $316,000 | +16.2% | 6,225 | 0.0% | 0.14% | +3.7% | |
| WM | Buy | WASTE MGMT INC DEL | $313,000 | +7.2% | 2,749 | +8.4% | 0.14% | -4.8% |
| CL | New | COLGATE PALMOLIVE CO | $313,000 | – | 4,541 | +100.0% | 0.14% | – |
| SRE | Sell | SEMPRA ENERGY | $312,000 | -54.9% | 2,059 | -56.1% | 0.14% | -59.9% |
| AN | Buy | AUTONATION INC | $304,000 | +1.3% | 6,247 | +5.5% | 0.13% | -10.1% |
| RTN | Sell | RAYTHEON CO | $301,000 | -3.2% | 1,369 | -13.6% | 0.13% | -14.2% |
| IWR | ISHARES TRrus mid cap etf | $299,000 | +6.8% | 5,008 | 0.0% | 0.13% | -5.0% | |
| BIIB | Buy | BIOGEN INC | $295,000 | +43.9% | 995 | +13.2% | 0.13% | +27.5% |
| MO | Sell | ALTRIA GROUP INC | $295,000 | -9.5% | 5,904 | -25.9% | 0.13% | -19.8% |
| COF | Sell | CAPITAL ONE FINL CORP | $294,000 | -53.2% | 2,860 | -58.6% | 0.13% | -58.3% |
| GE | Sell | GENERAL ELECTRIC CO | $290,000 | +18.4% | 25,976 | -5.3% | 0.13% | +4.9% |
| ACWX | Sell | ISHARES TRmsci acwi ex us | $289,000 | +3.2% | 5,885 | -3.4% | 0.13% | -7.9% |
| TMO | THERMO FISHER SCIENTIFIC INC | $288,000 | +11.2% | 888 | 0.0% | 0.13% | -1.6% | |
| DEO | Buy | DIAGEO P L Cspon adr new | $285,000 | +14.5% | 1,690 | +11.0% | 0.13% | +1.6% |
| NSC | NORFOLK SOUTHERN CORP | $285,000 | +8.0% | 1,470 | 0.0% | 0.13% | -3.8% | |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $283,000 | +22.5% | 2,197 | +16.7% | 0.12% | +8.7% |
| GD | Buy | GENERAL DYNAMICS CORP | $280,000 | +15.2% | 1,590 | +19.5% | 0.12% | +2.5% |
| RSG | Buy | REPUBLIC SVCS INC | $281,000 | +12.9% | 3,137 | +9.0% | 0.12% | 0.0% |
| PM | Buy | PHILIP MORRIS INTL INC | $280,000 | +16.7% | 3,294 | +4.2% | 0.12% | +4.2% |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $281,000 | – | 4,467 | +100.0% | 0.12% | – |
| RDSA | Buy | ROYAL DUTCH SHELL PLCspons adr a | $279,000 | +0.4% | 4,727 | +0.2% | 0.12% | -10.9% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $276,000 | +3.4% | 3,383 | -1.8% | 0.12% | -8.3% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $275,000 | -3.5% | 3,780 | -10.9% | 0.12% | -14.1% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $273,000 | -32.3% | 2,036 | -26.5% | 0.12% | -39.5% |
| DVY | ISHARES TRselect divid etf | $272,000 | +3.4% | 2,575 | 0.0% | 0.12% | -8.4% | |
| URI | New | UNITED RENTALS INC | $267,000 | – | 1,601 | +100.0% | 0.12% | – |
| DGS | New | WISDOMTREE TRemg mkts smcap | $265,000 | – | 5,533 | +100.0% | 0.12% | – |
| DAL | Sell | DELTA AIR LINES INC DEL | $262,000 | -29.2% | 4,476 | -30.3% | 0.12% | -37.0% |
| CBRL | Buy | CRACKER BARREL OLD CTRY STOR | $262,000 | +6.5% | 1,701 | +12.4% | 0.12% | -4.9% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $261,000 | +25.5% | 5,562 | +14.0% | 0.12% | +11.7% |
| QCOM | New | QUALCOMM INC | $258,000 | – | 2,919 | +100.0% | 0.11% | – |
| PVH | New | PVH CORP | $258,000 | – | 2,452 | +100.0% | 0.11% | – |
| NKE | Buy | NIKE INCcl b | $258,000 | +9.3% | 2,546 | +1.2% | 0.11% | -2.6% |
| AMT | AMERICAN TOWER CORP NEW | $257,000 | +4.0% | 1,117 | 0.0% | 0.11% | -7.3% | |
| CAT | Sell | CATERPILLAR INC DEL | $256,000 | -12.3% | 1,736 | -24.9% | 0.11% | -22.1% |
| CVS | Sell | CVS HEALTH CORP | $255,000 | -10.2% | 3,432 | -23.7% | 0.11% | -19.9% |
| BNDX | Sell | VANGUARD CHARLOTTE FDSintl bd idx etf | $252,000 | -4.2% | 4,451 | -0.5% | 0.11% | -15.3% |
| NVDA | New | NVIDIA CORP | $247,000 | – | 1,052 | +100.0% | 0.11% | – |
| CSGP | Buy | COSTAR GROUP INC | $241,000 | +6.6% | 402 | +5.5% | 0.11% | -4.5% |
| INGR | Sell | INGREDION INC | $237,000 | -53.1% | 2,552 | -58.7% | 0.10% | -58.2% |
| LLY | Sell | LILLY ELI & CO | $235,000 | -5.2% | 1,787 | -19.5% | 0.10% | -15.4% |
| ILMN | Buy | ILLUMINA INC | $236,000 | +12.4% | 710 | +2.9% | 0.10% | 0.0% |
| BMY | New | BRISTOL MYERS SQUIBB CO | $232,000 | – | 3,607 | +100.0% | 0.10% | – |
| GS | GOLDMAN SACHS GROUP INC | $232,000 | +11.0% | 1,009 | 0.0% | 0.10% | -1.0% | |
| BGS | Buy | B & G FOODS INC NEW | $230,000 | +1.8% | 12,814 | +7.1% | 0.10% | -8.9% |
| LUV | Buy | SOUTHWEST AIRLS CO | $228,000 | +3.2% | 4,231 | +3.3% | 0.10% | -8.2% |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $222,000 | -5.1% | 3,534 | 0.0% | 0.10% | -15.5% | |
| SPYX | New | SPDR SERIES TRUSTspdr s&p 500 etf | $210,000 | – | 2,661 | +100.0% | 0.09% | – |
| RDSB | Sell | ROYAL DUTCH SHELL PLCspon adr b | $209,000 | -7.9% | 3,478 | -8.2% | 0.09% | -18.6% |
| BIP | Sell | BROOKFIELD INFRAST PARTNERSlp int unit | $203,000 | -61.6% | 4,068 | -61.8% | 0.09% | -65.6% |
| DLN | New | WISDOMTREE TRus largecap divd | $201,000 | – | 1,897 | +100.0% | 0.09% | – |
| NMRK | NEWMARK GROUP INCcl a | $169,000 | +48.2% | 12,551 | 0.0% | 0.08% | +31.6% | |
| BGCP | BGC PARTNERS INCcl a | $165,000 | +7.8% | 27,857 | 0.0% | 0.07% | -3.9% | |
| ONVO | Exit | ORGANOVO HLDGS INC | $0 | – | -15,000 | -100.0% | -0.00% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -3,646 | -100.0% | -0.10% | – |
| GLW | Exit | CORNING INC | $0 | – | -8,411 | -100.0% | -0.12% | – |
| ASML | Exit | ASML HOLDING N V | $0 | – | -1,000 | -100.0% | -0.12% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -2,455 | -100.0% | -0.13% | – |
| CNQ | Exit | CANADIAN NAT RES LTD | $0 | – | -10,700 | -100.0% | -0.14% | – |
| NOK | Exit | NOKIA CORPsponsored adr | $0 | – | -68,508 | -100.0% | -0.17% | – |
| MTX | Exit | MINERALS TECHNOLOGIES INC | $0 | – | -7,754 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-06
Signatures
The EDGAR filing(s) were signed by:
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.