$156 Million is the total value of GYL FINANCIAL SYNERGIES, LLC's 142 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 28.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $17,361,000 | -21.4% | 67,355 | -1.9% | 11.10% | +13.6% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $10,286,000 | -51.6% | 71,497 | -30.8% | 6.57% | -30.1% |
| AAPL | Buy | APPLE INC | $9,820,000 | -10.4% | 38,619 | +3.5% | 6.28% | +29.5% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $9,536,000 | -54.3% | 169,947 | -31.8% | 6.09% | -34.0% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $7,988,000 | -22.5% | 132,194 | -1.5% | 5.10% | +12.0% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $7,371,000 | -16.9% | 28,525 | +3.9% | 4.71% | +20.1% |
| IEFA | Sell | ISHARES TRcore msci eafe | $7,210,000 | -36.0% | 144,514 | -16.3% | 4.61% | -7.5% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $3,980,000 | -35.4% | 15,139 | -7.7% | 2.54% | -6.6% |
| PEP | Sell | PEPSICO INC | $3,901,000 | -14.4% | 32,481 | -2.6% | 2.49% | +23.7% |
| MSFT | Buy | MICROSOFT CORP | $2,808,000 | +4.6% | 17,803 | +4.6% | 1.80% | +51.2% |
| FOCS | Sell | FOCUS FINL PARTNERS INC | $2,784,000 | -22.9% | 121,011 | -1.3% | 1.78% | +11.4% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $2,571,000 | +64.2% | 31,994 | +87.3% | 1.64% | +137.4% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $2,299,000 | -19.1% | 17,462 | +9.5% | 1.47% | +17.0% |
| PG | Buy | PROCTER & GAMBLE CO | $2,000,000 | -7.1% | 18,178 | +5.4% | 1.28% | +34.2% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,555,000 | +3.3% | 8,165 | +15.4% | 0.99% | +49.5% |
| AMZN | Buy | AMAZON COM INC | $1,495,000 | +18.1% | 767 | +12.0% | 0.96% | +70.5% |
| IEV | Sell | ISHARES TReurope etf | $1,445,000 | -45.1% | 40,903 | -27.0% | 0.92% | -20.6% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,345,000 | -5.5% | 10,260 | +5.1% | 0.86% | +36.5% |
| RWR | Sell | SPDR SER TRdj reit etf | $1,324,000 | -36.4% | 18,334 | -10.2% | 0.85% | -8.1% |
| HD | Buy | HOME DEPOT INC | $1,258,000 | +15.8% | 6,738 | +35.4% | 0.80% | +67.5% |
| SWK | Sell | STANLEY BLACK & DECKER INC | $1,234,000 | -40.4% | 12,341 | -1.2% | 0.79% | -13.8% |
| V | Sell | VISA INC | $1,222,000 | -25.3% | 7,586 | -12.8% | 0.78% | +8.0% |
| INTC | Buy | INTEL CORP | $1,214,000 | -7.4% | 22,433 | +2.4% | 0.78% | +33.8% |
| EFA | Sell | ISHARES TRmsci eafe etf | $1,200,000 | -32.1% | 22,452 | -11.8% | 0.77% | -1.9% |
| NEE | New | NEXTERA ENERGY INC | $1,189,000 | – | 4,941 | +100.0% | 0.76% | – |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,168,000 | -7.8% | 6,391 | +14.2% | 0.75% | +33.2% |
| FB | Sell | FACEBOOK INCcl a | $1,127,000 | -23.0% | 6,759 | -5.3% | 0.72% | +11.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,118,000 | -35.2% | 12,423 | +0.4% | 0.71% | -6.4% |
| KO | Sell | COCA COLA CO | $1,078,000 | -23.2% | 24,366 | -3.8% | 0.69% | +11.1% |
| PFE | Buy | PFIZER INC | $1,003,000 | -15.9% | 30,718 | +0.9% | 0.64% | +21.6% |
| ABBV | Buy | ABBVIE INC | $967,000 | -13.4% | 12,697 | +0.7% | 0.62% | +25.4% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $935,000 | -35.7% | 9,913 | +2.1% | 0.60% | -7.0% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $927,000 | -25.4% | 44,788 | -1.3% | 0.59% | +7.6% |
| XOM | Buy | EXXON MOBIL CORP | $927,000 | -42.7% | 24,406 | +5.2% | 0.59% | -17.3% |
| DON | Buy | WISDOMTREE TRus midcap divid | $915,000 | -33.0% | 37,855 | +5.5% | 0.58% | -3.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $839,000 | -10.7% | 722 | +2.8% | 0.54% | +28.8% |
| T | Buy | AT&T INC | $839,000 | -10.8% | 28,782 | +19.6% | 0.54% | +28.8% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $811,000 | -19.5% | 38,961 | +19.0% | 0.52% | +16.1% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $778,000 | +42.0% | 23,175 | +88.0% | 0.50% | +105.4% |
| USMV | ISHARES TRmsci min vol etf | $776,000 | -17.6% | 14,360 | 0.0% | 0.50% | +18.9% | |
| DTN | Sell | WISDOMTREE TRus divid ex fncl | $769,000 | -36.4% | 11,906 | -8.9% | 0.49% | -8.2% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $761,000 | -14.5% | 9,063 | +17.9% | 0.49% | +23.4% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $728,000 | -0.3% | 626 | +14.7% | 0.46% | +44.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $711,000 | -2.2% | 2,852 | +15.4% | 0.45% | +41.4% |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $694,000 | -40.6% | 21,522 | -15.7% | 0.44% | -14.0% |
| SPLV | Buy | INVESCO EXCHANGE-TRADED FD Ts&p500 low vol | $679,000 | -19.5% | 14,474 | +0.0% | 0.43% | +16.4% |
| ADBE | Sell | ADOBE INC | $661,000 | -17.7% | 2,078 | -14.7% | 0.42% | +18.9% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $615,000 | +29.2% | 6,269 | +65.0% | 0.39% | +87.1% |
| CVX | Sell | CHEVRON CORP NEW | $614,000 | -46.4% | 8,469 | -10.9% | 0.39% | -22.5% |
| BK | Buy | BANK NEW YORK MELLON CORP | $610,000 | -26.1% | 18,108 | +10.5% | 0.39% | +6.8% |
| WMT | Buy | WALMART INC | $599,000 | -3.1% | 5,271 | +1.4% | 0.38% | +40.3% |
| DIA | Buy | SPDR DOW JONES INDL AVRG ETFut ser 1 | $596,000 | -7.6% | 2,717 | +20.1% | 0.38% | +33.7% |
| CELH | CELSIUS HLDGS INC | $588,000 | -12.9% | 139,744 | 0.0% | 0.38% | +26.2% | |
| AMGN | Buy | AMGEN INC | $585,000 | -14.0% | 2,888 | +2.4% | 0.37% | +24.3% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $578,000 | +12.7% | 10,766 | +28.9% | 0.37% | +62.6% |
| MCD | Sell | MCDONALDS CORP | $555,000 | -19.6% | 3,356 | -3.9% | 0.36% | +16.4% |
| IDV | Sell | ISHARES TRintl sel div etf | $540,000 | -50.2% | 23,892 | -26.0% | 0.34% | -28.0% |
| PFF | Sell | ISHARES TRpfd and incm sec | $529,000 | -16.0% | 16,599 | -0.9% | 0.34% | +21.1% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $519,000 | -31.7% | 4,533 | -1.2% | 0.33% | -1.2% |
| DES | Sell | WISDOMTREE TRus smallcap divd | $515,000 | -58.4% | 28,558 | -33.8% | 0.33% | -39.9% |
| DHR | Sell | DANAHER CORPORATION | $507,000 | -10.3% | 3,664 | -0.4% | 0.32% | +29.6% |
| UNP | Sell | UNION PAC CORP | $486,000 | -23.8% | 3,448 | -2.3% | 0.31% | +10.3% |
| DIS | Sell | DISNEY WALT CO | $468,000 | -37.3% | 4,847 | -6.2% | 0.30% | -9.4% |
| EFG | Buy | ISHARES TReafe grwth etf | $463,000 | -16.1% | 6,513 | +2.0% | 0.30% | +21.3% |
| EA | Buy | ELECTRONIC ARTS INC | $462,000 | -6.5% | 4,608 | +0.2% | 0.30% | +35.3% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $460,000 | -6.3% | 8,311 | +9.4% | 0.29% | +35.5% |
| BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $434,000 | -23.5% | 9,818 | 0.0% | 0.28% | +10.4% | |
| SPGI | Sell | S&P GLOBAL INC | $432,000 | -18.9% | 1,763 | -9.6% | 0.28% | +16.9% |
| IEMG | Sell | ISHARES INCcore msci emkt | $425,000 | -30.0% | 10,512 | -6.9% | 0.27% | +1.5% |
| SBUX | Sell | STARBUCKS CORP | $424,000 | -36.0% | 6,457 | -14.3% | 0.27% | -7.5% |
| ALL | Buy | ALLSTATE CORP | $419,000 | -17.8% | 4,566 | +0.7% | 0.27% | +18.6% |
| XLE | New | SELECT SECTOR SPDR TRenergy | $415,000 | – | 14,296 | +100.0% | 0.26% | – |
| ICF | Buy | ISHARES TRcohen steer reit | $414,000 | -18.3% | 4,526 | +4.4% | 0.26% | +18.3% |
| ABT | Buy | ABBOTT LABS | $404,000 | +11.9% | 5,124 | +23.1% | 0.26% | +61.2% |
| COST | Buy | COSTCO WHSL CORP NEW | $395,000 | -1.2% | 1,387 | +1.9% | 0.25% | +42.4% |
| FDS | FACTSET RESH SYS INC | $391,000 | -2.7% | 1,500 | 0.0% | 0.25% | +40.4% | |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $387,000 | -66.6% | 11,338 | -56.0% | 0.25% | -51.8% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $385,000 | -14.1% | 2,557 | +0.3% | 0.25% | +24.2% |
| ORCL | Sell | ORACLE CORP | $374,000 | -13.2% | 7,740 | -4.9% | 0.24% | +25.1% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $373,000 | -14.1% | 10,862 | +12.6% | 0.24% | +24.0% |
| VOO | Buy | VANGUARD INDEX FDS | $372,000 | -18.8% | 1,572 | +1.6% | 0.24% | +17.2% |
| O | Buy | REALTY INCOME CORP | $372,000 | -24.1% | 7,463 | +12.2% | 0.24% | +9.7% |
| BAC | Sell | BK OF AMERICA CORP | $373,000 | -41.2% | 17,568 | -2.4% | 0.24% | -15.0% |
| CM | Buy | CANADIAN IMP BK COMM | $371,000 | -22.1% | 6,394 | +11.8% | 0.24% | +12.9% |
| NFLX | Sell | NETFLIX INC | $371,000 | +9.1% | 987 | -6.2% | 0.24% | +58.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $368,000 | -16.9% | 3,938 | +4.0% | 0.24% | +19.9% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $368,000 | -18.4% | 3,024 | +2.3% | 0.24% | +18.1% |
| GLD | Sell | SPDR GOLD TRUST | $364,000 | -0.3% | 2,459 | -3.7% | 0.23% | +44.7% |
| ISRG | New | INTUITIVE SURGICAL INC | $361,000 | – | 728 | +100.0% | 0.23% | – |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $361,000 | -46.9% | 10,842 | -29.7% | 0.23% | -23.3% |
| CSCO | Buy | CISCO SYS INC | $336,000 | -5.1% | 8,558 | +16.1% | 0.22% | +36.9% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $334,000 | +2.8% | 3,915 | +0.9% | 0.21% | +47.9% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $332,000 | -65.6% | 3,753 | -60.4% | 0.21% | -50.4% |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $330,000 | -8.3% | 1,696 | 0.0% | 0.21% | +32.7% | |
| LOW | Buy | LOWES COS INC | $325,000 | -12.4% | 3,783 | +22.1% | 0.21% | +26.8% |
| TJX | New | TJX COS INC NEW | $324,000 | – | 6,785 | +100.0% | 0.21% | – |
| AXP | Buy | AMERICAN EXPRESS CO | $316,000 | -19.6% | 3,694 | +16.9% | 0.20% | +16.1% |
| BIIB | BIOGEN INC | $315,000 | +6.8% | 995 | 0.0% | 0.20% | +54.6% | |
| MA | Buy | MASTERCARD INCcl a | $307,000 | -18.4% | 1,271 | +1.0% | 0.20% | +18.1% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $305,000 | -17.1% | 2,954 | +0.1% | 0.20% | +19.6% |
| BA | Sell | BOEING CO | $303,000 | -57.4% | 2,032 | -6.9% | 0.19% | -38.2% |
| LMT | Sell | LOCKHEED MARTIN CORP | $304,000 | -16.9% | 896 | -4.6% | 0.19% | +19.8% |
| MRK | Sell | MERCK & CO. INC | $304,000 | -16.3% | 3,955 | -1.0% | 0.19% | +20.5% |
| XLC | New | SELECT SECTOR SPDR TR | $303,000 | – | 6,851 | +100.0% | 0.19% | – |
| MYI | New | BLACKROCK MUNIYIELD QLTY FD | $302,000 | – | 23,596 | +100.0% | 0.19% | – |
| TWOU | 2U INC | $301,000 | -11.5% | 14,175 | 0.0% | 0.19% | +28.0% | |
| IYR | New | ISHARES TRu.s. real es etf | $298,000 | – | 4,277 | +100.0% | 0.19% | – |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $294,000 | +3.9% | 2,876 | +30.9% | 0.19% | +50.4% |
| HON | Buy | HONEYWELL INTL INC | $293,000 | -23.7% | 2,188 | +1.0% | 0.19% | +10.0% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $289,000 | -21.5% | 5,780 | -13.5% | 0.18% | +13.5% |
| IVOG | VANGUARD ADMIRAL FDS INCmidcp 400 grth | $282,000 | -24.8% | 2,552 | 0.0% | 0.18% | +8.4% | |
| RCI | New | ROGERS COMMUNICATIONS INCcl b | $280,000 | – | 6,750 | +100.0% | 0.18% | – |
| MNST | Sell | MONSTER BEVERAGE CORP NEW | $278,000 | -26.3% | 4,938 | -16.8% | 0.18% | +6.6% |
| KMI | Sell | KINDER MORGAN INC DEL | $268,000 | -56.1% | 19,267 | -33.1% | 0.17% | -36.7% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $266,000 | +5.6% | 4,721 | +6.1% | 0.17% | +53.2% |
| NVDA | Sell | NVIDIA CORP | $265,000 | +7.3% | 1,006 | -4.4% | 0.17% | +55.0% |
| MRCC | Buy | MONROE CAP CORP | $259,000 | -31.5% | 36,531 | +5.0% | 0.17% | -0.6% |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $258,000 | -41.5% | 50,891 | +8.7% | 0.16% | -15.4% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $250,000 | -13.2% | 881 | -0.8% | 0.16% | +26.0% |
| SPYX | Buy | SPDR SER TRspdr s&p 500 etf | $248,000 | +18.1% | 3,886 | +46.0% | 0.16% | +69.9% |
| LLY | Sell | LILLY ELI & CO | $246,000 | +4.7% | 1,776 | -0.6% | 0.16% | +51.0% |
| AMT | AMERICAN TOWER CORP NEW | $243,000 | -5.4% | 1,117 | 0.0% | 0.16% | +36.0% | |
| LIN | Sell | LINDE PLC | $242,000 | -24.1% | 1,399 | -6.5% | 0.16% | +9.9% |
| CRM | Sell | SALESFORCE COM INC | $238,000 | -26.1% | 1,651 | -16.6% | 0.15% | +7.0% |
| HEDJ | WISDOMTREE TReurope hedged eq | $236,000 | -27.4% | 4,600 | 0.0% | 0.15% | +4.9% | |
| WM | Sell | WASTE MGMT INC DEL | $227,000 | -27.5% | 2,448 | -10.9% | 0.14% | +5.1% |
| SRE | Sell | SEMPRA ENERGY | $226,000 | -27.6% | 2,004 | -2.7% | 0.14% | +4.3% |
| PM | Sell | PHILIP MORRIS INTL INC | $223,000 | -20.4% | 3,054 | -7.3% | 0.14% | +15.3% |
| ACWX | ISHARES TRmsci acwi ex us | $222,000 | -23.2% | 5,885 | 0.0% | 0.14% | +10.9% | |
| DEO | Buy | DIAGEO P L Cspon adr new | $220,000 | -22.8% | 1,732 | +2.5% | 0.14% | +11.9% |
| ITOT | ISHARES TRcore s&p ttl stk | $216,000 | -21.5% | 3,780 | 0.0% | 0.14% | +13.1% | |
| IWR | ISHARES TRrus mid cap etf | $216,000 | -27.8% | 5,008 | 0.0% | 0.14% | +4.5% | |
| CLX | New | CLOROX CO DEL | $212,000 | – | 1,221 | +100.0% | 0.14% | – |
| GD | GENERAL DYNAMICS CORP | $210,000 | -25.0% | 1,590 | 0.0% | 0.13% | +8.1% | |
| MO | Sell | ALTRIA GROUP INC | $206,000 | -30.2% | 5,323 | -9.8% | 0.13% | +1.5% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $204,000 | -26.1% | 3,458 | +2.2% | 0.13% | +6.6% |
| CL | Sell | COLGATE PALMOLIVE CO | $201,000 | -35.8% | 3,031 | -33.3% | 0.13% | -7.2% |
| GE | Sell | GENERAL ELECTRIC CO | $201,000 | -30.7% | 25,277 | -2.7% | 0.13% | 0.0% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $175,000 | -56.8% | 12,235 | -14.9% | 0.11% | -37.4% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $73,000 | -80.1% | 21,263 | -50.8% | 0.05% | -71.0% |
| BGCP | BGC PARTNERS INCcl a | $70,000 | -57.6% | 27,857 | 0.0% | 0.04% | -38.4% | |
| NMRK | NEWMARK GROUP INCcl a | $53,000 | -68.6% | 12,551 | 0.0% | 0.03% | -54.7% | |
| DLN | Exit | WISDOMTREE TRus largecap divd | $0 | – | -1,897 | -100.0% | -0.09% | – |
| BIP | Exit | BROOKFIELD INFRAST PARTNERSlp int unit | $0 | – | -4,068 | -100.0% | -0.09% | – |
| RDSB | Exit | ROYAL DUTCH SHELL PLCspon adr b | $0 | – | -3,478 | -100.0% | -0.09% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -3,534 | -100.0% | -0.10% | – |
| LUV | Exit | SOUTHWEST AIRLS CO | $0 | – | -4,231 | -100.0% | -0.10% | – |
| BGS | Exit | B & G FOODS INC NEW | $0 | – | -12,814 | -100.0% | -0.10% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -1,009 | -100.0% | -0.10% | – |
| BMY | Exit | BRISTOL MYERS SQUIBB CO | $0 | – | -3,607 | -100.0% | -0.10% | – |
| ILMN | Exit | ILLUMINA INC | $0 | – | -710 | -100.0% | -0.10% | – |
| INGR | Exit | INGREDION INC | $0 | – | -2,552 | -100.0% | -0.10% | – |
| CSGP | Exit | COSTAR GROUP INC | $0 | – | -402 | -100.0% | -0.11% | – |
| CAT | Exit | CATERPILLAR INC DEL | $0 | – | -1,736 | -100.0% | -0.11% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -3,432 | -100.0% | -0.11% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -2,919 | -100.0% | -0.11% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -2,546 | -100.0% | -0.11% | – |
| PVH | Exit | PVH CORP | $0 | – | -2,452 | -100.0% | -0.11% | – |
| GSK | Exit | GLAXOSMITHKLINE PLCsponsored adr | $0 | – | -5,562 | -100.0% | -0.12% | – |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -4,476 | -100.0% | -0.12% | – |
| CBRL | Exit | CRACKER BARREL OLD CTRY STOR | $0 | – | -1,701 | -100.0% | -0.12% | – |
| DGS | Exit | WISDOMTREE TRemg mkts smcap | $0 | – | -5,533 | -100.0% | -0.12% | – |
| URI | Exit | UNITED RENTALS INC | $0 | – | -1,601 | -100.0% | -0.12% | – |
| DVY | Exit | ISHARES TRselect divid etf | $0 | – | -2,575 | -100.0% | -0.12% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -2,036 | -100.0% | -0.12% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -4,727 | -100.0% | -0.12% | – |
| RSG | Exit | REPUBLIC SVCS INC | $0 | – | -3,137 | -100.0% | -0.12% | – |
| XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -4,467 | -100.0% | -0.12% | – |
| NSC | Exit | NORFOLK SOUTHERN CORP | $0 | – | -1,470 | -100.0% | -0.13% | – |
| COF | Exit | CAPITAL ONE FINL CORP | $0 | – | -2,860 | -100.0% | -0.13% | – |
| RTN | Exit | RAYTHEON CO | $0 | – | -1,369 | -100.0% | -0.13% | – |
| AN | Exit | AUTONATION INC | $0 | – | -6,247 | -100.0% | -0.13% | – |
| CCL | Exit | CARNIVAL CORPunit 99/99/9999 | $0 | – | -6,225 | -100.0% | -0.14% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -5,492 | -100.0% | -0.14% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -1,798 | -100.0% | -0.17% | – |
| HAP | Exit | VANECK VECTORS ETF TRUSTnat res etf | $0 | – | -10,536 | -100.0% | -0.17% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -6,996 | -100.0% | -0.20% | – |
| HYMB | Exit | SPDR SERIES TRUSTnuveen bbg brcly | $0 | – | -8,495 | -100.0% | -0.22% | – |
| FITB | Exit | FIFTH THIRD BANCORP | $0 | – | -23,656 | -100.0% | -0.32% | – |
| IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -3,475 | -100.0% | -0.37% | – |
| IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -14,124 | -100.0% | -0.59% | – |
| INST | Exit | INSTRUCTURE INC | $0 | – | -40,456 | -100.0% | -0.86% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-05
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.