$367 Million is the total value of GYL FINANCIAL SYNERGIES, LLC's 190 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DGX | QUEST DIAGNOSTICS INC | $2,042,000 | -7.7% | 16,642 | 0.0% | 0.56% | -7.8% | |
| LIN | LINDE PLC | $767,000 | -6.2% | 2,846 | 0.0% | 0.21% | -6.3% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $650,000 | -6.6% | 2,262 | 0.0% | 0.18% | -6.8% | |
| DEM | WISDOMTREE TRemer mkt high fd | $579,000 | -12.1% | 17,791 | 0.0% | 0.16% | -12.2% | |
| DHR | DANAHER CORPORATION | $498,000 | +1.8% | 1,929 | 0.0% | 0.14% | +1.5% | |
| AZO | AUTOZONE INC | $388,000 | -0.3% | 181 | 0.0% | 0.11% | 0.0% | |
| MNST | MONSTER BEVERAGE CORP NEW | $383,000 | -6.1% | 4,405 | 0.0% | 0.10% | -6.3% | |
| IYR | ISHARES TRu.s. real es etf | $353,000 | -11.5% | 4,337 | 0.0% | 0.10% | -11.9% | |
| IWP | ISHARES TRrus md cp gr etf | $352,000 | -1.1% | 4,489 | 0.0% | 0.10% | -1.0% | |
| FOCS | FOCUS FINL PARTNERS INC | $347,000 | -7.5% | 11,000 | 0.0% | 0.10% | -6.9% | |
| SPYX | SPDR SER TRspdr s&p 500 etf | $340,000 | -5.6% | 3,903 | 0.0% | 0.09% | -5.1% | |
| IWR | ISHARES TRrus mid cap etf | $328,000 | -3.8% | 5,270 | 0.0% | 0.09% | -4.3% | |
| GD | GENERAL DYNAMICS CORP | $317,000 | -4.2% | 1,495 | 0.0% | 0.09% | -4.4% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $309,000 | -5.8% | 2,555 | 0.0% | 0.08% | -6.7% | |
| ITOT | ISHARES TRcore s&p ttl stk | $301,000 | -5.0% | 3,780 | 0.0% | 0.08% | -5.7% | |
| BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $298,000 | -8.0% | 7,291 | 0.0% | 0.08% | -8.0% | |
| EFV | ISHARES TReafe value etf | $295,000 | -11.1% | 7,651 | 0.0% | 0.08% | -12.1% | |
| HEDJ | WISDOMTREE TReurope hedged eq | $286,000 | -5.0% | 4,600 | 0.0% | 0.08% | -4.9% | |
| IJK | ISHARES TRs&p mc 400gr etf | $260,000 | -1.1% | 4,124 | 0.0% | 0.07% | -1.4% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $255,000 | -6.6% | 502 | 0.0% | 0.07% | -6.7% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $254,000 | -6.6% | 3,877 | 0.0% | 0.07% | -6.8% | |
| LOW | LOWES COS INC | $254,000 | +7.6% | 1,350 | 0.0% | 0.07% | +7.8% | |
| USB | US BANCORP DEL | $244,000 | -12.5% | 6,052 | 0.0% | 0.07% | -11.8% | |
| SRE | SEMPRA | $223,000 | 0.0% | 1,485 | 0.0% | 0.06% | 0.0% | |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $219,000 | -6.0% | 6,102 | 0.0% | 0.06% | -6.2% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $211,000 | -5.8% | 686 | 0.0% | 0.06% | -4.9% | |
| CSX | CSX CORP | $210,000 | -8.3% | 7,875 | 0.0% | 0.06% | -9.5% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $206,000 | -5.1% | 2,481 | 0.0% | 0.06% | -5.1% | |
| INGR | INGREDION INC | $205,000 | -8.9% | 2,552 | 0.0% | 0.06% | -8.2% | |
| WEJO GROUP LIMITED | $65,000 | -8.5% | 59,538 | 0.0% | 0.02% | -5.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-01
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 | 2024-05-14 |
| 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 |
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.