$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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.