$174 Million is the total value of GYL FINANCIAL SYNERGIES, LLC's 170 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 19.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $15,745,000 | +15.2% | 118,660 | +0.5% | 9.07% | +1.3% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $12,088,000 | +7.5% | 32,330 | -3.7% | 6.97% | -5.5% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $11,750,000 | +11.4% | 129,137 | -2.5% | 6.77% | -2.1% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $6,426,000 | +21.9% | 17,119 | +9.1% | 3.70% | +7.1% |
| PEP | Sell | PEPSICO INC | $4,878,000 | +5.6% | 32,895 | -1.3% | 2.81% | -7.2% |
| MSFT | Sell | MICROSOFT CORP | $4,201,000 | +3.8% | 18,888 | -1.9% | 2.42% | -8.8% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $4,137,000 | +37.9% | 18,001 | +11.2% | 2.38% | +21.3% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $3,658,000 | +23.7% | 17,690 | +5.4% | 2.11% | +8.7% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $3,326,000 | -3.4% | 25,583 | -13.3% | 1.92% | -15.1% |
| IEFA | Sell | ISHARES TRcore msci eafe | $3,313,000 | +11.0% | 47,955 | -3.2% | 1.91% | -2.5% |
| FOCS | Sell | FOCUS FINL PARTNERS INC | $2,837,000 | +10.3% | 65,211 | -16.8% | 1.64% | -3.0% |
| PG | Sell | PROCTER AND GAMBLE CO | $2,604,000 | -0.3% | 18,718 | -0.3% | 1.50% | -12.3% |
| AMZN | Buy | AMAZON COM INC | $2,531,000 | +4.7% | 777 | +1.2% | 1.46% | -7.9% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $2,423,000 | -0.2% | 7,723 | -11.6% | 1.40% | -12.3% |
| CELH | Sell | CELSIUS HLDGS INC | $2,050,000 | +41.6% | 40,744 | -36.1% | 1.18% | +24.4% |
| SWK | Sell | STANLEY BLACK & DECKER INC | $2,027,000 | +0.5% | 11,352 | -8.7% | 1.17% | -11.6% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,948,000 | +31.1% | 8,401 | +20.4% | 1.12% | +15.3% |
| HD | Buy | HOME DEPOT INC | $1,779,000 | -4.0% | 6,697 | +0.4% | 1.02% | -15.6% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,750,000 | +7.0% | 11,123 | +1.2% | 1.01% | -6.0% |
| FB | Buy | FACEBOOK INCcl a | $1,712,000 | +4.8% | 6,269 | +0.5% | 0.99% | -7.8% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $1,684,000 | +12.4% | 54,936 | -1.8% | 0.97% | -1.2% |
| KO | Sell | COCA COLA CO | $1,668,000 | +10.4% | 30,417 | -0.6% | 0.96% | -3.0% |
| V | Buy | VISA INC | $1,594,000 | +11.3% | 7,289 | +1.8% | 0.92% | -2.1% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,589,000 | +30.8% | 12,502 | -1.0% | 0.92% | +14.9% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $1,506,000 | +14.1% | 9,369 | +4.3% | 0.87% | +0.3% |
| NEE | Buy | NEXTERA ENERGY INC | $1,412,000 | -6.5% | 18,300 | +236.3% | 0.81% | -17.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,328,000 | +82.7% | 22,608 | +84.9% | 0.76% | +60.4% |
| ABBV | Sell | ABBVIE INC | $1,270,000 | +21.4% | 11,849 | -0.8% | 0.73% | +6.7% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,162,000 | +23.0% | 663 | +2.8% | 0.67% | +8.1% |
| PFE | Sell | PFIZER INC | $1,116,000 | -0.6% | 30,326 | -0.9% | 0.64% | -12.6% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,092,000 | +50.2% | 8,673 | +45.2% | 0.63% | +31.9% |
| VOOG | New | VANGUARD ADMIRAL FDS INC500 grth idx f | $1,024,000 | – | 4,450 | +100.0% | 0.59% | – |
| INTC | Sell | INTEL CORP | $1,002,000 | -16.6% | 20,112 | -13.4% | 0.58% | -26.8% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $979,000 | +22.7% | 559 | +2.9% | 0.56% | +7.8% |
| SBUX | Sell | STARBUCKS CORP | $963,000 | +17.6% | 9,002 | -5.6% | 0.56% | +3.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $947,000 | +13.5% | 2,702 | +1.0% | 0.55% | -0.2% |
| DON | Sell | WISDOMTREE TRus midcap divid | $942,000 | +4.9% | 27,059 | -12.8% | 0.54% | -7.8% |
| DIS | Sell | DISNEY WALT CO | $916,000 | +44.0% | 5,057 | -1.3% | 0.53% | +26.6% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $911,000 | +9.5% | 7,142 | -7.2% | 0.52% | -3.7% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $910,000 | +13.9% | 18,154 | -1.8% | 0.52% | 0.0% |
| USMV | Sell | ISHARES TRmsci usa min vol | $904,000 | +3.4% | 13,322 | -2.8% | 0.52% | -9.1% |
| WMT | Sell | WALMART INC | $893,000 | +1.1% | 6,193 | -1.9% | 0.52% | -11.1% |
| DHR | Buy | DANAHER CORPORATION | $869,000 | +10.1% | 3,911 | +6.7% | 0.50% | -3.1% |
| SPYX | Buy | SPDR SER TRspdr s&p 500 etf | $857,000 | +123.2% | 9,212 | +100.6% | 0.49% | +96.0% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $855,000 | +11.2% | 11,952 | -10.6% | 0.49% | -2.2% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $856,000 | +28.7% | 4,368 | -1.6% | 0.49% | +13.1% |
| XOM | Sell | EXXON MOBIL CORP | $846,000 | +10.7% | 20,526 | -7.8% | 0.49% | -2.6% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $842,000 | +27.8% | 22,222 | +1.0% | 0.48% | +12.3% |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $831,000 | +10.2% | 2,717 | 0.0% | 0.48% | -3.0% | |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $831,000 | +6.9% | 14,785 | +2.1% | 0.48% | -5.9% |
| PVH | Sell | PVH CORPORATION | $794,000 | +57.2% | 8,460 | -0.0% | 0.46% | +38.4% |
| CVS | Sell | CVS HEALTH CORP | $791,000 | +15.0% | 11,580 | -1.7% | 0.46% | +1.1% |
| VOO | Buy | VANGUARD INDEX FDS | $777,000 | +100.3% | 2,260 | +79.2% | 0.45% | +76.4% |
| BK | Sell | BANK NEW YORK MELLON CORP | $762,000 | +12.7% | 17,957 | -8.8% | 0.44% | -0.9% |
| EFA | Sell | ISHARES TRmsci eafe etf | $754,000 | +3.7% | 10,337 | -9.6% | 0.44% | -8.8% |
| UNP | Buy | UNION PAC CORP | $751,000 | +8.1% | 3,605 | +2.1% | 0.43% | -5.0% |
| MCD | Sell | MCDONALDS CORP | $738,000 | -2.4% | 3,439 | -0.2% | 0.42% | -14.3% |
| TXN | New | TEXAS INSTRS INC | $711,000 | – | 4,331 | +100.0% | 0.41% | – |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $706,000 | -9.9% | 4,191 | -10.9% | 0.41% | -20.8% |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $700,000 | +1.4% | 17,020 | -13.0% | 0.40% | -10.8% |
| AMGN | Sell | AMGEN INC | $655,000 | -18.1% | 2,850 | -9.4% | 0.38% | -28.2% |
| CM | Sell | CANADIAN IMP BK COMM | $652,000 | +13.8% | 7,629 | -0.5% | 0.38% | 0.0% |
| ALL | Buy | ALLSTATE CORP | $643,000 | +17.8% | 5,849 | +0.8% | 0.37% | +3.6% |
| XLC | Buy | SELECT SECTOR SPDR TR | $638,000 | +20.6% | 9,455 | +6.2% | 0.37% | +6.1% |
| ABT | Buy | ABBOTT LABS | $635,000 | +10.2% | 5,798 | +9.5% | 0.37% | -3.2% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $621,000 | +0.8% | 1,242 | -1.2% | 0.36% | -11.4% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $617,000 | +25.2% | 1,468 | +1.0% | 0.36% | +10.2% |
| NVDA | Buy | NVIDIA CORPORATION | $615,000 | -1.9% | 1,178 | +1.7% | 0.35% | -13.9% |
| AN | Sell | AUTONATION INC | $615,000 | +31.4% | 8,818 | -0.4% | 0.35% | +15.3% |
| RCI | Buy | ROGERS COMMUNICATIONS INCcl b | $613,000 | +18.1% | 13,151 | +0.5% | 0.35% | +3.8% |
| BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $608,000 | +24.8% | 14,727 | 0.0% | 0.35% | +9.7% | |
| SYK | STRYKER CORPORATION | $596,000 | +17.6% | 2,433 | 0.0% | 0.34% | +3.3% | |
| SPGI | S&P GLOBAL INC | $581,000 | -8.8% | 1,767 | 0.0% | 0.34% | -19.9% | |
| IJR | Sell | ISHARES TRcore s&p scp etf | $577,000 | -6.9% | 6,282 | -28.8% | 0.33% | -18.2% |
| PFF | Sell | ISHARES TRpfd and incm sec | $577,000 | -4.9% | 14,990 | -10.0% | 0.33% | -16.3% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $572,000 | +20.9% | 1,602 | +14.5% | 0.33% | +6.5% |
| IWF | ISHARES TRrus 1000 grw etf | $551,000 | +11.3% | 2,283 | 0.0% | 0.32% | -2.2% | |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $547,000 | +5.4% | 8,728 | -0.2% | 0.32% | -7.4% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $544,000 | +13.1% | 664 | -2.1% | 0.31% | -0.3% |
| COST | Sell | COSTCO WHSL CORP NEW | $542,000 | +3.6% | 1,438 | -2.4% | 0.31% | -9.0% |
| CVX | Buy | CHEVRON CORP NEW | $534,000 | +21.6% | 6,322 | +3.6% | 0.31% | +6.9% |
| EA | Sell | ELECTRONIC ARTS INC | $530,000 | +8.8% | 3,688 | -1.3% | 0.30% | -4.4% |
| ICF | Buy | ISHARES TRcohen steer reit | $526,000 | -3.1% | 9,762 | +83.3% | 0.30% | -14.9% |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $518,000 | +18.8% | 61,321 | +0.2% | 0.30% | +4.5% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $519,000 | +7.9% | 9,896 | -4.9% | 0.30% | -5.1% |
| ORCL | Sell | ORACLE CORP | $506,000 | -0.6% | 7,825 | -8.3% | 0.29% | -12.6% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $500,000 | +21.7% | 13,251 | -1.5% | 0.29% | +7.1% |
| FDS | FACTSET RESH SYS INC | $499,000 | -0.6% | 1,500 | 0.0% | 0.29% | -12.5% | |
| TJX | Sell | TJX COS INC NEW | $497,000 | +7.3% | 7,283 | -12.4% | 0.29% | -5.9% |
| DES | Sell | WISDOMTREE TRus smallcap divd | $492,000 | -5.4% | 18,501 | -25.0% | 0.28% | -16.7% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $492,000 | +24.9% | 4,794 | +110.1% | 0.28% | +10.1% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $491,000 | +5.4% | 8,397 | +3.4% | 0.28% | -7.5% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $472,000 | -8.7% | 2,027 | +15.3% | 0.27% | -19.8% |
| HON | Buy | HONEYWELL INTL INC | $469,000 | +37.9% | 2,207 | +7.0% | 0.27% | +21.1% |
| MNST | MONSTER BEVERAGE CORP NEW | $459,000 | +15.3% | 4,962 | 0.0% | 0.26% | +1.5% | |
| DTN | Sell | WISDOMTREE TRus divid ex fncl | $447,000 | -18.6% | 5,344 | -26.6% | 0.26% | -28.3% |
| BA | Sell | BOEING CO | $441,000 | +25.3% | 2,061 | -3.4% | 0.25% | +10.0% |
| O | Sell | REALTY INCOME CORP | $438,000 | -3.7% | 7,046 | -6.0% | 0.25% | -15.4% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $421,000 | +17.9% | 14,285 | -3.7% | 0.24% | +3.8% |
| T | Sell | AT&T INC | $418,000 | -58.3% | 14,537 | -58.7% | 0.24% | -63.4% |
| BAC | Sell | BK OF AMERICA CORP | $416,000 | -11.3% | 13,723 | -29.4% | 0.24% | -21.8% |
| TMO | THERMO FISHER SCIENTIFIC INC | $415,000 | +5.6% | 890 | 0.0% | 0.24% | -7.4% | |
| LMT | Sell | LOCKHEED MARTIN CORP | $415,000 | -10.2% | 1,168 | -3.0% | 0.24% | -21.1% |
| AXP | Buy | AMERICAN EXPRESS CO | $415,000 | +20.6% | 3,429 | +0.0% | 0.24% | +5.8% |
| GE | Buy | GENERAL ELECTRIC CO | $403,000 | +73.7% | 37,310 | +0.2% | 0.23% | +52.6% |
| EEM | New | ISHARES TRmsci emg mkt etf | $394,000 | – | 7,620 | +100.0% | 0.23% | – |
| WM | Buy | WASTE MGMT INC DEL | $390,000 | +4.8% | 3,307 | +0.6% | 0.22% | -7.8% |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $390,000 | -11.0% | 3,585 | +0.3% | 0.22% | -21.6% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $389,000 | +55.6% | 2,950 | +9.3% | 0.22% | +36.6% |
| PYPL | Buy | PAYPAL HLDGS INC | $383,000 | +53.2% | 1,636 | +28.8% | 0.22% | +34.8% |
| MRK | Sell | MERCK & CO. INC | $382,000 | -21.7% | 4,669 | -20.6% | 0.22% | -31.2% |
| ITOT | ISHARES TRcore s&p ttl stk | $382,000 | +14.0% | 4,434 | 0.0% | 0.22% | 0.0% | |
| LIN | LINDE PLC | $381,000 | +10.8% | 1,445 | 0.0% | 0.22% | -2.7% | |
| FDX | Sell | FEDEX CORP | $374,000 | +2.5% | 1,439 | -0.9% | 0.22% | -9.6% |
| GLD | Buy | SPDR GOLD TR | $371,000 | +2.8% | 2,082 | +2.2% | 0.21% | -9.7% |
| RSG | Buy | REPUBLIC SVCS INC | $368,000 | +3.7% | 3,823 | +0.4% | 0.21% | -9.0% |
| CL | Buy | COLGATE PALMOLIVE CO | $366,000 | +16.2% | 4,277 | +4.7% | 0.21% | +1.9% |
| IYR | ISHARES TRu.s. real es etf | $366,000 | +7.3% | 4,277 | 0.0% | 0.21% | -5.8% | |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $365,000 | +1.1% | 2,588 | -7.9% | 0.21% | -11.4% |
| GS | GOLDMAN SACHS GROUP INC | $357,000 | +31.2% | 1,353 | 0.0% | 0.21% | +15.7% | |
| MRCC | Buy | MONROE CAP CORP | $345,000 | +20.6% | 42,903 | +2.5% | 0.20% | +5.9% |
| IWR | ISHARES TRrus mid cap etf | $343,000 | +19.5% | 5,008 | 0.0% | 0.20% | +5.3% | |
| NFLX | NETFLIX INC | $342,000 | +8.2% | 632 | 0.0% | 0.20% | -4.8% | |
| OTIS | Buy | OTIS WORLDWIDE CORP | $340,000 | +8.6% | 5,032 | +0.5% | 0.20% | -4.4% |
| QCOM | Sell | QUALCOMM INC | $338,000 | +25.7% | 2,218 | -2.8% | 0.20% | +10.8% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $336,000 | -5.6% | 3,808 | -5.7% | 0.19% | -16.7% |
| GLW | Sell | CORNING INC | $334,000 | -6.2% | 9,265 | -15.7% | 0.19% | -17.6% |
| SJM | Buy | SMUCKER J M CO | $332,000 | +26.2% | 2,871 | +26.3% | 0.19% | +11.0% |
| EEMX | New | SPDR INDEX SHS FDSmsci emr mkt etf | $328,000 | – | 4,253 | +100.0% | 0.19% | – |
| CSCO | Sell | CISCO SYS INC | $319,000 | +7.4% | 7,121 | -5.6% | 0.18% | -5.6% |
| HEDJ | WISDOMTREE TReurope hedged eq | $305,000 | +7.4% | 4,600 | 0.0% | 0.18% | -5.4% | |
| LLY | Sell | LILLY ELI & CO | $302,000 | +13.5% | 1,791 | -0.3% | 0.17% | 0.0% |
| HRL | Buy | HORMEL FOODS CORP | $298,000 | +16.0% | 6,384 | +21.6% | 0.17% | +1.8% |
| USB | New | US BANCORP DEL | $297,000 | – | 6,368 | +100.0% | 0.17% | – |
| IEV | Buy | ISHARES TReurope etf | $291,000 | +15.0% | 6,069 | +0.2% | 0.17% | +1.2% |
| COF | CAPITAL ONE FINL CORP | $287,000 | +38.0% | 2,899 | 0.0% | 0.16% | +21.3% | |
| ILMN | ILLUMINA INC | $283,000 | +19.9% | 764 | 0.0% | 0.16% | +5.2% | |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $271,000 | +24.3% | 13,832 | +0.0% | 0.16% | +9.1% |
| NSC | NORFOLK SOUTHN CORP | $262,000 | +11.0% | 1,103 | 0.0% | 0.15% | -2.6% | |
| MDT | Sell | MEDTRONIC PLC | $260,000 | -16.7% | 2,218 | -26.2% | 0.15% | -26.8% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $260,000 | +6.1% | 2,290 | -1.6% | 0.15% | -6.8% |
| SYY | SYSCO CORP | $258,000 | +18.9% | 3,481 | 0.0% | 0.15% | +4.9% | |
| SRE | SEMPRA ENERGY | $258,000 | +7.5% | 2,028 | 0.0% | 0.15% | -5.1% | |
| AMT | AMERICAN TOWER CORP NEW | $258,000 | -7.2% | 1,149 | 0.0% | 0.15% | -18.1% | |
| CSX | New | CSX CORP | $255,000 | – | 2,812 | +100.0% | 0.15% | – |
| DVY | Buy | ISHARES TRselect divid etf | $254,000 | +21.0% | 2,640 | +2.5% | 0.15% | +5.8% |
| GWW | Sell | GRAINGER W W INC | $252,000 | -22.9% | 616 | -32.8% | 0.14% | -32.2% |
| URI | New | UNITED RENTALS INC | $246,000 | – | 1,061 | +100.0% | 0.14% | – |
| EFAX | New | SPDR INDEX SHS FDSmsci eafe fs etf | $245,000 | – | 3,141 | +100.0% | 0.14% | – |
| CCL | New | CARNIVAL CORPunit 99/99/9999 | $241,000 | – | 11,121 | +100.0% | 0.14% | – |
| CAT | New | CATERPILLAR INC | $239,000 | – | 1,314 | +100.0% | 0.14% | – |
| ARKK | New | ARK ETF TRinnovation etf | $240,000 | – | 1,928 | +100.0% | 0.14% | – |
| DGS | WISDOMTREE TRemg mkts smcap | $240,000 | +15.4% | 5,021 | 0.0% | 0.14% | +1.5% | |
| TSLA | New | TESLA INC | $234,000 | – | 332 | +100.0% | 0.14% | – |
| VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $232,000 | +15.4% | 4,907 | 0.0% | 0.13% | +1.5% | |
| DE | New | DEERE & CO | $231,000 | – | 858 | +100.0% | 0.13% | – |
| MU | New | MICRON TECHNOLOGY INC | $228,000 | – | 3,038 | +100.0% | 0.13% | – |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $226,000 | +5.1% | 640 | -7.2% | 0.13% | -7.8% |
| IBB | New | ISHARES TRnasdaq biotech | $221,000 | – | 1,457 | +100.0% | 0.13% | – |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $216,000 | -14.3% | 3,480 | -16.8% | 0.12% | -24.8% |
| EFG | New | ISHARES TReafe grwth etf | $212,000 | – | 2,103 | +100.0% | 0.12% | – |
| HYG | New | ISHARES TRiboxx hi yd etf | $209,000 | – | 2,390 | +100.0% | 0.12% | – |
| PM | New | PHILIP MORRIS INTL INC | $207,000 | – | 2,495 | +100.0% | 0.12% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $207,000 | – | 2,333 | +100.0% | 0.12% | – |
| GD | New | GENERAL DYNAMICS CORP | $201,000 | – | 1,352 | +100.0% | 0.12% | – |
| INGR | New | INGREDION INC | $202,000 | – | 2,563 | +100.0% | 0.12% | – |
| BIP | New | BROOKFIELD INFRAST PARTNERSlp int unit | $201,000 | – | 4,068 | +100.0% | 0.12% | – |
| NKE | Sell | NIKE INCcl b | $201,000 | 0.0% | 1,423 | -11.0% | 0.12% | -12.1% |
| BGCP | BGC PARTNERS INCcl a | $111,000 | +65.7% | 27,857 | 0.0% | 0.06% | +45.5% | |
| RGLS | New | REGULUS THERAPEUTICS INC | $69,000 | – | 51,376 | +100.0% | 0.04% | – |
| GDX | Exit | VANECK VECTORS ETF TRgold miners etf | $0 | – | -5,315 | -100.0% | -0.14% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -730 | -100.0% | -0.14% | – |
| CRM | Exit | SALESFORCE COM INC | $0 | – | -904 | -100.0% | -0.15% | – |
| CLX | Exit | CLOROX CO DEL | $0 | – | -1,357 | -100.0% | -0.19% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -8,697 | -100.0% | -0.30% | – |
| IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -18,855 | -100.0% | -0.31% | – |
| UAL | Exit | UNITED AIRLS HLDGS INC | $0 | – | -15,700 | -100.0% | -0.36% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-02
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.