$418 Million is the total value of GYL FINANCIAL SYNERGIES, LLC's 203 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 25.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QUAL | New | ISHARES TRmsci usa qlt fct | $83,726,000 | – | 621,899 | +100.0% | 20.05% | – |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $34,613,000 | -11.7% | 76,638 | -7.2% | 8.29% | -21.7% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $24,615,000 | -9.5% | 96,765 | -5.2% | 5.89% | -19.7% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $21,182,000 | -12.2% | 130,626 | -7.0% | 5.07% | -22.1% |
| AAPL | Sell | APPLE INC | $20,596,000 | -1.9% | 117,955 | -0.3% | 4.93% | -13.0% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $16,446,000 | -5.3% | 211,116 | -1.7% | 3.94% | -16.0% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $11,868,000 | -3.9% | 113,097 | -3.1% | 2.84% | -14.8% |
| SMLF | New | ISHARES TRmsci usa sml cp | $10,649,000 | – | 195,151 | +100.0% | 2.55% | – |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $10,162,000 | -9.3% | 44,634 | -3.8% | 2.43% | -19.6% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $8,766,000 | -24.4% | 19,321 | -20.5% | 2.10% | -32.9% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $8,335,000 | -37.1% | 156,114 | +33.1% | 2.00% | -44.2% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $7,526,000 | -10.5% | 270,804 | -4.6% | 1.80% | -20.6% |
| MSFT | Sell | MICROSOFT CORP | $6,389,000 | -10.2% | 20,721 | -2.1% | 1.53% | -20.4% |
| VFQY | New | VANGUARD WELLINGTON FDus quality | $5,905,000 | – | 50,808 | +100.0% | 1.41% | – |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $5,466,000 | +17.0% | 34,392 | +28.0% | 1.31% | +3.8% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $5,133,000 | -20.1% | 19,128 | -15.7% | 1.23% | -29.2% |
| LLY | LILLY ELI & CO | $4,249,000 | +3.7% | 14,838 | 0.0% | 1.02% | -8.1% | |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $4,093,000 | +16.6% | 11,599 | -1.2% | 0.98% | +3.4% |
| IEFA | Sell | ISHARES TRcore msci eafe | $3,431,000 | -13.6% | 49,362 | -7.2% | 0.82% | -23.3% |
| AMZN | Buy | AMAZON COM INC | $3,127,000 | +2.4% | 959 | +4.7% | 0.75% | -9.2% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $2,650,000 | -39.9% | 11,141 | -35.6% | 0.64% | -46.6% |
| JPM | Sell | JPMORGAN CHASE & CO | $2,637,000 | -17.2% | 19,341 | -3.8% | 0.63% | -26.5% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $2,627,000 | -10.3% | 7,247 | -1.5% | 0.63% | -20.5% |
| DGX | QUEST DIAGNOSTICS INC | $2,278,000 | -20.9% | 16,642 | 0.0% | 0.54% | -29.9% | |
| HD | Sell | HOME DEPOT INC | $2,207,000 | -37.5% | 7,374 | -13.3% | 0.53% | -44.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $2,137,000 | +2.6% | 765 | +6.2% | 0.51% | -8.9% |
| PG | Sell | PROCTER AND GAMBLE CO | $2,081,000 | -7.5% | 13,617 | -1.0% | 0.50% | -18.0% |
| MUB | Buy | ISHARES TRnational mun etf | $2,033,000 | +217.7% | 18,546 | +237.2% | 0.49% | +181.5% |
| ABBV | Sell | ABBVIE INC | $1,742,000 | -3.2% | 10,749 | -19.1% | 0.42% | -14.2% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,719,000 | -18.6% | 618 | -15.2% | 0.41% | -27.7% |
| MRK | Sell | MERCK & CO INC | $1,678,000 | -2.3% | 20,452 | -8.7% | 0.40% | -13.4% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $1,610,000 | -4.8% | 10,895 | -5.3% | 0.38% | -15.8% |
| NEE | Sell | NEXTERA ENERGY INC | $1,591,000 | -14.6% | 18,784 | -5.9% | 0.38% | -24.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,580,000 | -5.7% | 8,913 | -9.0% | 0.38% | -16.4% |
| FB | Buy | META PLATFORMS INCcl a | $1,570,000 | -27.3% | 7,059 | +9.9% | 0.38% | -35.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,504,000 | +12.4% | 29,523 | +14.7% | 0.36% | -0.3% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $1,464,000 | -6.8% | 52,714 | -0.5% | 0.35% | -17.2% |
| XOM | Sell | EXXON MOBIL CORP | $1,462,000 | -9.6% | 17,707 | -33.0% | 0.35% | -19.9% |
| V | Buy | VISA INC | $1,407,000 | +7.3% | 6,346 | +4.9% | 0.34% | -4.8% |
| IUSB | Sell | ISHARES TRcore total usd | $1,350,000 | -53.2% | 27,203 | -50.1% | 0.32% | -58.5% |
| KO | Sell | COCA COLA CO | $1,322,000 | -37.3% | 21,315 | -40.2% | 0.32% | -44.4% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,275,000 | -13.7% | 2,500 | -15.1% | 0.30% | -23.6% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,264,000 | -2.1% | 16,537 | -28.9% | 0.30% | -13.2% |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $1,254,000 | -8.7% | 4,550 | 0.0% | 0.30% | -19.1% | |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $1,188,000 | +15.5% | 5,541 | +15.4% | 0.28% | +2.2% |
| DON | Sell | WISDOMTREE TRus midcap divid | $1,156,000 | -3.3% | 26,026 | -3.4% | 0.28% | -14.2% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,144,000 | -0.3% | 7,251 | +2.8% | 0.27% | -11.6% |
| MDT | Buy | MEDTRONIC PLC | $1,136,000 | +222.7% | 10,242 | +200.5% | 0.27% | +186.3% |
| INTC | Buy | INTEL CORP | $1,131,000 | -2.7% | 22,829 | +1.2% | 0.27% | -13.7% |
| DIAL | New | COLUMBIA ETF TR Idiversifid fxd | $1,113,000 | – | 57,124 | +100.0% | 0.27% | – |
| NVDA | Sell | NVIDIA CORPORATION | $1,093,000 | -20.1% | 4,006 | -13.9% | 0.26% | -29.0% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $1,088,000 | -12.8% | 5,882 | -3.6% | 0.26% | -22.6% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $1,085,000 | -45.3% | 10,058 | -41.9% | 0.26% | -51.5% |
| VOO | Sell | VANGUARD INDEX FDS | $1,087,000 | -47.4% | 2,618 | -44.7% | 0.26% | -53.4% |
| COP | New | CONOCOPHILLIPS | $1,028,000 | – | 10,277 | +100.0% | 0.25% | – |
| CVX | Buy | CHEVRON CORP NEW | $1,002,000 | +42.5% | 6,153 | +2.8% | 0.24% | +26.3% |
| QCOM | Sell | QUALCOMM INC | $1,004,000 | -21.4% | 6,572 | -5.9% | 0.24% | -30.4% |
| PFE | Sell | PFIZER INC | $932,000 | -27.0% | 18,001 | -16.7% | 0.22% | -35.4% |
| SPIB | Sell | SPDR SER TRportfolio intrmd | $927,000 | -7.0% | 27,149 | -1.6% | 0.22% | -17.5% |
| XLC | Buy | SELECT SECTOR SPDR TR | $926,000 | +31.5% | 13,459 | +48.6% | 0.22% | +16.8% |
| EFA | Sell | ISHARES TRmsci eafe etf | $889,000 | -7.6% | 12,074 | -1.3% | 0.21% | -18.1% |
| AXP | Sell | AMERICAN EXPRESS CO | $879,000 | +10.8% | 4,702 | -3.0% | 0.21% | -1.9% |
| BX | Buy | BLACKSTONE INC | $873,000 | +18.3% | 6,879 | +20.7% | 0.21% | +5.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $872,000 | -5.3% | 18,913 | +1.5% | 0.21% | -16.1% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $851,000 | -10.2% | 4,145 | -2.8% | 0.20% | -20.3% |
| UNP | Sell | UNION PAC CORP | $850,000 | -34.4% | 3,111 | -39.5% | 0.20% | -41.7% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $848,000 | -12.7% | 8,559 | -24.2% | 0.20% | -22.5% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $839,000 | +3.8% | 12,502 | +6.2% | 0.20% | -7.8% |
| PEP | Sell | PEPSICO INC | $831,000 | -85.6% | 4,963 | -85.0% | 0.20% | -87.2% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $785,000 | -20.5% | 2,262 | -16.7% | 0.19% | -29.3% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $782,000 | -13.4% | 1,716 | +7.8% | 0.19% | -23.4% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $768,000 | +10.2% | 2,768 | +21.3% | 0.18% | -2.1% |
| COST | Sell | COSTCO WHSL CORP NEW | $738,000 | -28.1% | 1,282 | -29.2% | 0.18% | -36.1% |
| EA | Buy | ELECTRONIC ARTS INC | $726,000 | +41.2% | 5,741 | +47.2% | 0.17% | +25.2% |
| WMT | Sell | WALMART INC | $721,000 | -12.7% | 4,844 | -15.1% | 0.17% | -22.4% |
| ICF | Buy | ISHARES TRcohen steer reit | $720,000 | -4.1% | 10,133 | +2.7% | 0.17% | -15.3% |
| SBUX | Buy | STARBUCKS CORP | $720,000 | -18.1% | 7,919 | +5.4% | 0.17% | -27.4% |
| RSG | Buy | REPUBLIC SVCS INC | $719,000 | +7.5% | 5,428 | +13.2% | 0.17% | -5.0% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $710,000 | +38.1% | 2,828 | +60.8% | 0.17% | +22.3% |
| CI | Sell | CIGNA CORP NEW | $692,000 | -10.0% | 2,887 | -13.7% | 0.17% | -20.2% |
| ORCL | Sell | ORACLE CORP | $688,000 | -8.1% | 8,314 | -3.1% | 0.16% | -18.3% |
| DIS | Sell | DISNEY WALT CO | $673,000 | -17.5% | 4,910 | -6.8% | 0.16% | -26.8% |
| FDX | Buy | FEDEX CORP | $655,000 | +44.9% | 2,832 | +62.2% | 0.16% | +28.7% |
| MCD | Sell | MCDONALDS CORP | $656,000 | -12.9% | 2,653 | -5.6% | 0.16% | -22.7% |
| DES | Buy | WISDOMTREE TRus smallcap divd | $638,000 | +5.5% | 20,030 | +8.8% | 0.15% | -6.1% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $639,000 | -13.4% | 13,940 | +2.5% | 0.15% | -23.1% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $633,000 | -9.1% | 16,507 | -7.4% | 0.15% | -19.1% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $617,000 | -9.1% | 2,044 | +8.1% | 0.15% | -19.1% |
| FDS | Sell | FACTSET RESH SYS INC | $613,000 | -13.7% | 1,411 | -3.4% | 0.15% | -23.4% |
| ABT | Sell | ABBOTT LABS | $612,000 | -37.8% | 5,174 | -26.0% | 0.15% | -44.7% |
| C | New | CITIGROUP INC | $607,000 | – | 11,369 | +100.0% | 0.14% | – |
| IEMG | Sell | ISHARES INCcore msci emkt | $605,000 | -34.7% | 10,886 | -29.6% | 0.14% | -42.0% |
| BAC | Sell | BK OF AMERICA CORP | $603,000 | -16.8% | 14,623 | -10.2% | 0.14% | -26.5% |
| ALL | Buy | ALLSTATE CORP | $590,000 | +48.2% | 4,260 | +25.8% | 0.14% | +31.8% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $580,000 | -3.3% | 4,463 | -0.7% | 0.14% | -14.2% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $578,000 | -43.8% | 12,350 | -39.5% | 0.14% | -50.4% |
| DLN | New | WISDOMTREE TRus largecap divd | $564,000 | – | 8,588 | +100.0% | 0.14% | – |
| DVY | Sell | ISHARES TRselect divid etf | $551,000 | -19.6% | 4,299 | -23.1% | 0.13% | -28.6% |
| PFF | Sell | ISHARES TRpfd and incm sec | $542,000 | -13.6% | 14,878 | -6.4% | 0.13% | -23.1% |
| DHR | Sell | DANAHER CORPORATION | $544,000 | -41.8% | 1,854 | -34.7% | 0.13% | -48.4% |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $540,000 | -26.4% | 12,351 | -27.1% | 0.13% | -34.8% |
| GILD | New | GILEAD SCIENCES INC | $526,000 | – | 8,853 | +100.0% | 0.13% | – |
| SPGI | Sell | S&P GLOBAL INC | $521,000 | -25.0% | 1,269 | -13.8% | 0.12% | -33.5% |
| TSLA | Sell | TESLA INC | $517,000 | -51.0% | 480 | -51.9% | 0.12% | -56.5% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $515,000 | +88.0% | 3,105 | +90.6% | 0.12% | +66.2% |
| QSR | Sell | RESTAURANT BRANDS INTL INC | $507,000 | -7.3% | 8,678 | -3.7% | 0.12% | -18.2% |
| BK | Sell | BANK NEW YORK MELLON CORP | $506,000 | -16.4% | 10,204 | -2.1% | 0.12% | -25.8% |
| New | APOLLO GLOBAL MGMT INC | $507,000 | – | 8,176 | +100.0% | 0.12% | – | |
| FOCS | Sell | FOCUS FINL PARTNERS INC | $503,000 | -83.0% | 11,000 | -77.8% | 0.12% | -84.9% |
| ALLY | New | ALLY FINL INC | $474,000 | – | 10,894 | +100.0% | 0.11% | – |
| AMGN | Sell | AMGEN INC | $474,000 | -20.7% | 1,961 | -26.3% | 0.11% | -29.8% |
| IYR | Sell | ISHARES TRu.s. real es etf | $469,000 | -7.5% | 4,337 | -0.7% | 0.11% | -18.2% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $459,000 | -34.4% | 937 | -30.7% | 0.11% | -41.8% |
| TJX | Sell | TJX COS INC NEW | $455,000 | -23.1% | 7,513 | -3.7% | 0.11% | -31.9% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $456,000 | -20.8% | 1,380 | -8.3% | 0.11% | -30.1% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $451,000 | -16.5% | 4,489 | -4.3% | 0.11% | -26.0% |
| ITOT | ISHARES TRcore s&p ttl stk | $448,000 | -5.5% | 4,434 | 0.0% | 0.11% | -16.4% | |
| GLD | Buy | SPDR GOLD TR | $441,000 | +20.8% | 2,441 | +14.2% | 0.11% | +7.1% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $441,000 | +11.1% | 6,645 | +22.4% | 0.11% | -0.9% |
| SPYX | Sell | SPDR SER TRspdr s&p 500 etf | $433,000 | -57.3% | 3,903 | -54.7% | 0.10% | -62.0% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $430,000 | -13.1% | 5,587 | -1.7% | 0.10% | -23.1% |
| BA | Buy | BOEING CO | $424,000 | +3.2% | 2,213 | +8.4% | 0.10% | -8.1% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $420,000 | +12.3% | 5,745 | -4.2% | 0.10% | 0.0% |
| CSGP | New | COSTAR GROUP INC | $418,000 | – | 6,272 | +100.0% | 0.10% | – |
| CSCO | Sell | CISCO SYS INC | $417,000 | -15.9% | 7,470 | -4.5% | 0.10% | -25.4% |
| BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $412,000 | -6.4% | 7,291 | 0.0% | 0.10% | -16.8% | |
| HRL | Sell | HORMEL FOODS CORP | $412,000 | -30.4% | 7,991 | -34.1% | 0.10% | -38.1% |
| AN | Sell | AUTONATION INC | $399,000 | -44.4% | 4,009 | -34.8% | 0.10% | -50.5% |
| CAG | Sell | CONAGRA BRANDS INC | $400,000 | -29.9% | 11,914 | -28.8% | 0.10% | -37.7% |
| IWR | ISHARES TRrus mid cap etf | $391,000 | -6.0% | 5,008 | 0.0% | 0.09% | -16.1% | |
| LIN | Sell | LINDE PLC | $393,000 | -22.6% | 1,229 | -16.1% | 0.09% | -31.4% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $387,000 | +17.3% | 2,202 | +10.3% | 0.09% | +4.5% |
| PVH | Buy | PVH CORPORATION | $380,000 | -24.9% | 4,963 | +4.6% | 0.09% | -33.6% |
| HON | Buy | HONEYWELL INTL INC | $378,000 | -2.3% | 1,940 | +4.5% | 0.09% | -12.5% |
| DE | Sell | DEERE & CO | $377,000 | +17.1% | 907 | -3.4% | 0.09% | +3.4% |
| AZO | Sell | AUTOZONE INC | $374,000 | -48.9% | 183 | -47.6% | 0.09% | -54.5% |
| CAT | Buy | CATERPILLAR INC | $376,000 | +9.3% | 1,689 | +1.6% | 0.09% | -3.2% |
| LKQ | New | LKQ CORP | $373,000 | – | 8,221 | +100.0% | 0.09% | – |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $366,000 | +8.0% | 2,669 | +11.0% | 0.09% | -4.3% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $365,000 | -11.6% | 8,084 | -4.3% | 0.09% | -22.3% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $363,000 | +4.3% | 4,564 | +11.3% | 0.09% | -7.4% |
| T | Sell | AT&T INC | $355,000 | -9.4% | 15,010 | -5.9% | 0.08% | -19.8% |
| MNST | Sell | MONSTER BEVERAGE CORP NEW | $352,000 | -17.2% | 4,405 | -0.4% | 0.08% | -27.0% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $351,000 | +16.6% | 13,582 | -0.8% | 0.08% | +3.7% |
| SRE | Sell | SEMPRA | $341,000 | +24.0% | 2,028 | -2.4% | 0.08% | +10.8% |
| HEDJ | WISDOMTREE TReurope hedged eq | $339,000 | -8.1% | 4,600 | 0.0% | 0.08% | -19.0% | |
| HUN | New | HUNTSMAN CORP | $330,000 | – | 8,798 | +100.0% | 0.08% | – |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $332,000 | -20.0% | 929 | -19.6% | 0.08% | -29.5% |
| BLK | Buy | BLACKROCK INC | $330,000 | -7.6% | 432 | +10.8% | 0.08% | -17.7% |
| AES | New | AES CORP | $326,000 | – | 12,689 | +100.0% | 0.08% | – |
| Sell | DIGITAL WORLD ACQUISITION CO | $323,000 | +24.2% | 5,000 | -1.0% | 0.08% | +10.0% | |
| CVS | Sell | CVS HEALTH CORP | $318,000 | -71.8% | 3,139 | -71.3% | 0.08% | -75.1% |
| O | Buy | REALTY INCOME CORP | $318,000 | 0.0% | 4,585 | +3.4% | 0.08% | -11.6% |
| CSX | Sell | CSX CORP | $313,000 | -1.3% | 8,370 | -0.8% | 0.08% | -12.8% |
| GD | Sell | GENERAL DYNAMICS CORP | $312,000 | +11.4% | 1,295 | -3.6% | 0.08% | -1.3% |
| IEV | Buy | ISHARES TReurope etf | $308,000 | -7.5% | 6,122 | +0.0% | 0.07% | -17.8% |
| CCL | Buy | CARNIVAL CORP | $302,000 | +43.1% | 14,936 | +42.5% | 0.07% | +26.3% |
| USB | Sell | US BANCORP DEL | $295,000 | -31.2% | 5,559 | -27.2% | 0.07% | -38.8% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $297,000 | -45.5% | 502 | -38.6% | 0.07% | -51.7% |
| NFLX | Buy | NETFLIX INC | $286,000 | -32.4% | 764 | +9.0% | 0.07% | -40.4% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $285,000 | -26.2% | 684 | -18.8% | 0.07% | -34.6% |
| MCO | Sell | MOODYS CORP | $282,000 | -33.5% | 837 | -22.9% | 0.07% | -40.4% |
| NRG | Sell | NRG ENERGY INC | $278,000 | -41.8% | 7,242 | -34.7% | 0.07% | -48.1% |
| RIO | New | RIO TINTO PLCsponsored adr | $274,000 | – | 3,410 | +100.0% | 0.07% | – |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $274,000 | – | 6,297 | +100.0% | 0.07% | – |
| CHGG | CHEGG INC | $266,000 | +18.2% | 7,333 | 0.0% | 0.06% | +4.9% | |
| COF | Sell | CAPITAL ONE FINL CORP | $269,000 | -11.2% | 2,050 | -1.9% | 0.06% | -22.0% |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $269,000 | +8.9% | 4,068 | 0.0% | 0.06% | -4.5% | |
| DGS | WISDOMTREE TRemg mkts smcap | $268,000 | +0.8% | 5,021 | 0.0% | 0.06% | -11.1% | |
| PANW | Buy | PALO ALTO NETWORKS INC | $267,000 | +18.7% | 429 | +6.2% | 0.06% | +4.9% |
| MO | Sell | ALTRIA GROUP INC | $262,000 | +6.9% | 5,021 | -2.8% | 0.06% | -4.5% |
| AVGO | Sell | BROADCOM INC | $264,000 | -11.7% | 419 | -6.9% | 0.06% | -22.2% |
| EFG | Buy | ISHARES TReafe grwth etf | $259,000 | -11.9% | 2,687 | +0.6% | 0.06% | -21.5% |
| ILMN | Sell | ILLUMINA INC | $253,000 | -16.2% | 723 | -8.9% | 0.06% | -25.6% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $255,000 | -19.0% | 2,481 | -16.8% | 0.06% | -28.2% |
| AGG | Sell | ISHARES TRcore us aggbd et | $252,000 | -30.2% | 2,356 | -25.5% | 0.06% | -38.1% |
| RWR | Sell | SPDR SER TRdj reit etf | $249,000 | -29.3% | 2,123 | -26.3% | 0.06% | -36.8% |
| LOW | Buy | LOWES COS INC | $247,000 | -10.8% | 1,224 | +14.3% | 0.06% | -21.3% |
| New | WEJO GROUP LIMITED | $241,000 | – | 59,538 | +100.0% | 0.06% | – | |
| IDV | Sell | ISHARES TRintl sel div etf | $241,000 | -3.2% | 7,596 | -5.0% | 0.06% | -13.4% |
| ACN | Sell | ACCENTURE PLC IRELAND | $237,000 | -22.0% | 703 | -4.4% | 0.06% | -30.5% |
| MU | Buy | MICRON TECHNOLOGY INC | $238,000 | -16.2% | 3,061 | +0.5% | 0.06% | -26.0% |
| VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $236,000 | -6.0% | 4,907 | 0.0% | 0.06% | -16.2% | |
| RELX | New | RELX PLCsponsored adr | $236,000 | – | 7,589 | +100.0% | 0.06% | – |
| BDX | New | BECTON DICKINSON & CO | $240,000 | – | 904 | +100.0% | 0.06% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $234,000 | – | 1,331 | +100.0% | 0.06% | – |
| Sell | GENERAL ELECTRIC CO | $229,000 | -54.0% | 2,500 | -52.6% | 0.06% | -59.0% | |
| PAYX | PAYCHEX INC | $224,000 | 0.0% | 1,643 | 0.0% | 0.05% | -10.0% | |
| GLW | Sell | CORNING INC | $226,000 | -5.4% | 6,120 | -4.8% | 0.05% | -16.9% |
| INGR | INGREDION INC | $222,000 | -10.1% | 2,552 | 0.0% | 0.05% | -20.9% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $222,000 | +5.2% | 4,534 | 0.0% | 0.05% | -7.0% | |
| PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $221,000 | – | 16,262 | +100.0% | 0.05% | – |
| WBS | New | WEBSTER FINL CORP | $219,000 | – | 3,894 | +100.0% | 0.05% | – |
| New | RBB FD INCmotley fool gbl | $217,000 | – | 7,432 | +100.0% | 0.05% | – | |
| EFV | ISHARES TReafe value etf | $214,000 | 0.0% | 4,253 | 0.0% | 0.05% | -12.1% | |
| NKE | NIKE INCcl b | $205,000 | -19.3% | 1,521 | 0.0% | 0.05% | -29.0% | |
| GDX | New | VANECK ETF TRUSTgold miners etf | $204,000 | – | 5,315 | +100.0% | 0.05% | – |
| DTN | Buy | WISDOMTREE TRus ai enhanced | $202,000 | -1.9% | 2,042 | +0.0% | 0.05% | -14.3% |
| MRCC | Sell | MONROE CAP CORP | $168,000 | -68.4% | 15,550 | -67.2% | 0.04% | -72.0% |
| NMFC | NEW MTN FIN CORP | $153,000 | +1.3% | 11,025 | 0.0% | 0.04% | -9.8% | |
| NLY | Sell | ANNALY CAPITAL MANAGEMENT IN | $135,000 | -72.9% | 19,187 | -69.9% | 0.03% | -76.3% |
| BGCP | BGC PARTNERS INCcl a | $114,000 | -5.8% | 25,932 | 0.0% | 0.03% | -18.2% | |
| RGLS | Sell | REGULUS THERAPEUTICS INC | $10,000 | -23.1% | 34,000 | -17.1% | 0.00% | -50.0% |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -1,410 | -100.0% | -0.06% | – |
| IBB | Exit | ISHARES TRishares biotech | $0 | – | -1,328 | -100.0% | -0.06% | – |
| EEMX | Exit | SPDR INDEX SHS FDSmsci emr mkt etf | $0 | – | -2,780 | -100.0% | -0.06% | – |
| DKS | Exit | DICKS SPORTING GOODS INC | $0 | – | -1,770 | -100.0% | -0.06% | – |
| MMM | Exit | 3M CO | $0 | – | -1,176 | -100.0% | -0.06% | – |
| BTT | Exit | BLACKROCK MUN TARGET TERM TR | $0 | – | -7,990 | -100.0% | -0.06% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -2,959 | -100.0% | -0.06% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -940 | -100.0% | -0.06% | – |
| SPXL | Exit | DIREXION SHS ETF TRdrx s&p500bull | $0 | – | -1,518 | -100.0% | -0.06% | – |
| ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -2,334 | -100.0% | -0.06% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -3,844 | -100.0% | -0.06% | – |
| RWK | Exit | INVESCO EXCH TRADED FD TR IIs&p mdcp 400 rev | $0 | – | -2,429 | -100.0% | -0.06% | – |
| TT | Exit | TRANE TECHNOLOGIES PLC | $0 | – | -1,154 | -100.0% | -0.06% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -174 | -100.0% | -0.06% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -2,940 | -100.0% | -0.07% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -1,358 | -100.0% | -0.07% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -3,264 | -100.0% | -0.07% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -1,469 | -100.0% | -0.11% | – |
| URI | Exit | UNITED RENTALS INC | $0 | – | -1,261 | -100.0% | -0.11% | – |
| CELH | Exit | CELSIUS HLDGS INC | $0 | – | -5,744 | -100.0% | -0.12% | – |
| FNF | Exit | FIDELITY NATIONAL FINANCIAL | $0 | – | -8,441 | -100.0% | -0.12% | – |
| APO | Exit | APOLLO GLOBAL MGMT INC | $0 | – | -6,651 | -100.0% | -0.13% | – |
| NXST | Exit | NEXSTAR MEDIA GROUP INCcl a | $0 | – | -3,478 | -100.0% | -0.14% | – |
| XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -6,010 | -100.0% | -0.15% | – |
| TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -2,832 | -100.0% | -0.15% | – |
| AOR | Exit | ISHARES TRgrwt allocat etf | $0 | – | -12,156 | -100.0% | -0.19% | – |
| SYK | Exit | STRYKER CORPORATION | $0 | – | -2,655 | -100.0% | -0.19% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -9,789 | -100.0% | -0.21% | – |
| STX | Exit | SEAGATE TECHNOLOGY HLDNGS PL | $0 | – | -9,015 | -100.0% | -0.28% | – |
| SWK | Exit | STANLEY BLACK & DECKER INC | $0 | – | -11,372 | -100.0% | -0.58% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-05
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.