$462 Million is the total value of GYL FINANCIAL SYNERGIES, LLC's 216 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 22.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $68,303,125 | +3.6% | 599,361 | -5.5% | 14.79% | -17.7% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $25,743,421 | -0.7% | 67,315 | -7.2% | 5.57% | -21.1% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $17,992,810 | +8.1% | 118,491 | -3.7% | 3.90% | -14.1% |
| IUSB | Buy | ISHARES TRcore total usd | $16,395,994 | +144.9% | 364,923 | +142.5% | 3.55% | +94.4% |
| MUB | Buy | ISHARES TRnational mun etf | $16,174,000 | +61.3% | 153,279 | +56.8% | 3.50% | +28.0% |
| AAPL | Buy | APPLE INC | $15,364,439 | -0.4% | 118,252 | +5.9% | 3.33% | -20.9% |
| VFQY | Buy | VANGUARD WELLINGTON FDus quality | $11,676,811 | +26.2% | 111,368 | +14.7% | 2.53% | +0.2% |
| SMLF | Sell | ISHARES TRmsci usa sml cp | $10,994,951 | +9.9% | 221,405 | -1.0% | 2.38% | -12.8% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $9,340,532 | +94.3% | 38,615 | +76.1% | 2.02% | +54.3% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $9,176,967 | +21.9% | 23,885 | +13.8% | 1.99% | -3.3% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $8,878,091 | -38.7% | 117,934 | -39.1% | 1.92% | -51.4% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $8,838,446 | +10.4% | 35,632 | -0.4% | 1.91% | -12.3% |
| IEMG | Buy | ISHARES INCcore msci emkt | $8,201,854 | +182.4% | 175,629 | +159.9% | 1.78% | +124.2% |
| IWL | Buy | ISHARES TRrus top 200 etf | $8,198,426 | +2347.3% | 91,124 | +2207.5% | 1.78% | +1850.5% |
| DIAL | Buy | COLUMBIA ETF TR Idiversifid fxd | $8,032,489 | +32.4% | 464,574 | +28.1% | 1.74% | +5.1% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $8,005,383 | +0.8% | 41,871 | -5.4% | 1.73% | -20.0% |
| AOR | Buy | ISHARES TRgrwt allocat etf | $7,947,115 | +2531.5% | 168,514 | +2395.0% | 1.72% | +1998.8% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $7,723,521 | -27.9% | 79,657 | -28.5% | 1.67% | -42.8% |
| IEFA | Buy | ISHARES TRcore msci eafe | $7,300,573 | +69.4% | 118,439 | +44.7% | 1.58% | +34.6% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $7,061,038 | +1451.9% | 366,047 | +1402.0% | 1.53% | +1133.1% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $6,497,190 | -6.6% | 144,994 | -12.5% | 1.41% | -25.8% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $6,389,705 | +176.5% | 571,530 | +193.8% | 1.38% | +119.7% |
| MSFT | Buy | MICROSOFT CORP | $5,730,685 | +5.9% | 23,896 | +2.9% | 1.24% | -15.9% |
| LLY | Buy | LILLY ELI & CO | $5,606,132 | +15.2% | 15,324 | +1.8% | 1.21% | -8.5% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $5,313,273 | +417.4% | 56,142 | +376.4% | 1.15% | +311.1% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $4,070,793 | -33.1% | 161,989 | -33.5% | 0.88% | -46.9% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $4,012,078 | -1.4% | 32,241 | -5.9% | 0.87% | -21.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $3,934,073 | +24.3% | 12,736 | +7.5% | 0.85% | -1.3% |
| XOM | Buy | EXXON MOBIL CORP | $3,591,043 | +108.1% | 32,557 | +64.7% | 0.78% | +65.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $3,011,138 | +35.5% | 22,454 | +5.6% | 0.65% | +7.6% |
| USHY | Buy | ISHARES TRbroad usd high | $2,961,159 | +118.7% | 85,756 | +112.9% | 0.64% | +73.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,835,977 | +94.0% | 16,054 | +79.4% | 0.61% | +53.9% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $2,605,729 | +27.6% | 16,656 | +0.1% | 0.56% | +1.3% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $2,508,860 | +0.8% | 9,422 | +1.1% | 0.54% | -20.0% |
| HYMB | Buy | SPDR SER TRnuveen bloomberg | $2,425,827 | +347.6% | 49,537 | +337.7% | 0.52% | +254.7% |
| PG | Sell | PROCTER AND GAMBLE CO | $2,371,085 | +16.0% | 15,645 | -3.3% | 0.51% | -7.9% |
| KO | Buy | COCA COLA CO | $2,334,297 | +81.5% | 36,697 | +59.9% | 0.50% | +43.9% |
| SHV | Buy | ISHARES TRshort treas bd | $2,205,325 | +35.2% | 20,063 | +35.3% | 0.48% | +7.4% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $2,175,260 | +8.1% | 10,673 | -0.3% | 0.47% | -14.2% |
| VOOG | Sell | VANGUARD ADMIRAL FDS INC500 grth idx f | $2,009,625 | -1.1% | 9,527 | -2.3% | 0.44% | -21.5% |
| AMZN | Buy | AMAZON COM INC | $1,885,565 | -16.0% | 22,447 | +13.0% | 0.41% | -33.3% |
| SUB | New | ISHARES TRshrt nat mun etf | $1,742,456 | – | 16,711 | +100.0% | 0.38% | – |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,736,970 | +16.1% | 12,297 | +4.6% | 0.38% | -7.8% |
| ABBV | Buy | ABBVIE INC | $1,675,717 | +24.2% | 10,369 | +3.2% | 0.36% | -1.4% |
| MRK | Sell | MERCK & CO INC | $1,644,451 | -10.0% | 14,822 | -30.2% | 0.36% | -28.5% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,569,857 | +16.8% | 17,947 | -3.8% | 0.34% | -7.4% |
| NEE | Buy | NEXTERA ENERGY INC | $1,485,557 | +34.8% | 17,770 | +26.4% | 0.32% | +7.0% |
| ADM | New | ARCHER DANIELS MIDLAND CO | $1,472,044 | – | 15,854 | +100.0% | 0.32% | – |
| PEP | Buy | PEPSICO INC | $1,468,765 | +87.6% | 8,130 | +69.5% | 0.32% | +48.6% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,381,956 | +17.0% | 35,453 | +9.6% | 0.30% | -7.1% |
| EFA | Sell | ISHARES TRmsci eafe etf | $1,338,005 | +11.8% | 20,384 | -4.6% | 0.29% | -11.0% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $1,309,278 | +6.0% | 9,327 | -6.7% | 0.28% | -15.7% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $1,309,276 | -8.7% | 55,314 | -13.6% | 0.28% | -27.4% |
| CVX | Buy | CHEVRON CORP NEW | $1,302,330 | +53.6% | 7,256 | +23.0% | 0.28% | +22.1% |
| SPGI | Buy | S&P GLOBAL INC | $1,304,591 | +242.4% | 3,895 | +212.3% | 0.28% | +171.2% |
| NSC | New | NORFOLK SOUTHN CORP | $1,302,083 | – | 5,284 | +100.0% | 0.28% | – |
| VOO | Sell | VANGUARD INDEX FDS | $1,294,868 | -37.3% | 3,686 | -41.4% | 0.28% | -50.3% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,277,116 | +3.1% | 2,409 | -1.8% | 0.28% | -18.0% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,273,932 | -9.0% | 14,357 | -1.4% | 0.28% | -27.7% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,274,782 | +5.3% | 14,448 | +14.1% | 0.28% | -16.4% |
| HD | Buy | HOME DEPOT INC | $1,245,874 | +41.3% | 3,944 | +23.4% | 0.27% | +12.0% |
| V | Sell | VISA INC | $1,244,379 | +16.3% | 5,990 | -0.6% | 0.27% | -7.9% |
| PFE | Buy | PFIZER INC | $1,202,158 | +25.9% | 23,461 | +7.5% | 0.26% | 0.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,177,014 | +15.3% | 29,873 | +11.1% | 0.26% | -8.3% |
| NFLX | Sell | NETFLIX INC | $1,162,216 | +19.2% | 3,941 | -4.8% | 0.25% | -5.3% |
| New | SHELL PLCspon ads | $1,150,073 | – | 20,194 | +100.0% | 0.25% | – | |
| DON | Buy | WISDOMTREE TRus midcap divid | $1,113,452 | +11.1% | 27,065 | +1.7% | 0.24% | -11.7% |
| GILD | Buy | GILEAD SCIENCES INC | $1,048,038 | +60.0% | 12,208 | +15.1% | 0.23% | +26.8% |
| LIN | Buy | LINDE PLC | $1,043,450 | +36.0% | 3,199 | +12.4% | 0.23% | +8.1% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $1,034,833 | +11.8% | 5,953 | +3.8% | 0.22% | -11.5% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $1,029,372 | +36.0% | 10,200 | +10.3% | 0.22% | +8.3% |
| ICF | Buy | ISHARES TRcohen steer reit | $1,016,898 | +5.7% | 18,543 | +3.4% | 0.22% | -16.0% |
| DIS | Buy | DISNEY WALT CO | $998,132 | +85.9% | 11,489 | +101.6% | 0.22% | +47.9% |
| COP | Sell | CONOCOPHILLIPS | $943,546 | -18.6% | 7,996 | -29.4% | 0.20% | -35.4% |
| DVY | Buy | ISHARES TRselect divid etf | $913,287 | +86.8% | 7,573 | +66.0% | 0.20% | +48.9% |
| CI | Sell | CIGNA CORP NEW | $907,222 | +15.3% | 2,738 | -3.5% | 0.20% | -8.8% |
| DES | Buy | WISDOMTREE TRus smallcap divd | $881,478 | +13.3% | 30,994 | +2.5% | 0.19% | -9.9% |
| ORCL | Buy | ORACLE CORP | $878,363 | +43.5% | 10,746 | +7.3% | 0.19% | +13.8% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $848,859 | +10.5% | 13,284 | +0.1% | 0.18% | -12.0% |
| WMT | Buy | WALMART INC | $847,934 | +35.7% | 5,980 | +24.0% | 0.18% | +8.2% |
| SPIB | Sell | SPDR SER TRportfolio intrmd | $787,999 | -3.2% | 24,757 | -4.7% | 0.17% | -23.0% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $786,850 | +31.4% | 3,673 | +29.0% | 0.17% | +4.3% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $778,169 | +4.7% | 4,463 | -1.0% | 0.17% | -16.7% |
| SNY | New | SANOFIsponsored adr | $782,193 | – | 16,151 | +100.0% | 0.17% | – |
| DHR | Buy | DANAHER CORPORATION | $762,286 | +53.1% | 2,872 | +48.9% | 0.16% | +21.3% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $751,125 | +15.6% | 2,267 | +0.2% | 0.16% | -7.9% |
| MCD | Buy | MCDONALDS CORP | $746,132 | +15.1% | 2,831 | +0.8% | 0.16% | -8.5% |
| FB | Sell | META PLATFORMS INCcl a | $747,557 | -26.9% | 6,212 | -17.5% | 0.16% | -41.9% |
| SBUX | Sell | STARBUCKS CORP | $741,608 | +15.5% | 7,476 | -1.8% | 0.16% | -8.0% |
| DLN | WISDOMTREE TRus largecap divd | $738,608 | +12.1% | 11,923 | 0.0% | 0.16% | -11.1% | |
| EFG | Buy | ISHARES TReafe grwth etf | $733,129 | +23.8% | 8,753 | +7.3% | 0.16% | -1.2% |
| MDT | Buy | MEDTRONIC PLC | $732,157 | +1.1% | 9,420 | +5.1% | 0.16% | -19.3% |
| COST | Sell | COSTCO WHSL CORP NEW | $728,344 | -8.3% | 1,596 | -5.0% | 0.16% | -27.2% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $725,414 | +179.0% | 10,621 | +157.5% | 0.16% | +121.1% |
| HDV | New | ISHARES TRcore high dv etf | $727,074 | – | 6,975 | +100.0% | 0.16% | – |
| PWR | Buy | QUANTA SVCS INC | $717,773 | +12.7% | 5,037 | +0.7% | 0.16% | -10.9% |
| EXPRO GROUP HOLDINGS NV | $708,013 | +42.2% | 39,052 | 0.0% | 0.15% | +12.5% | ||
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $699,586 | +27.7% | 4,965 | +7.7% | 0.15% | +1.3% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $668,136 | -18.3% | 5,173 | -10.0% | 0.14% | -35.0% |
| QCOM | Sell | QUALCOMM INC | $665,383 | -4.4% | 6,052 | -1.7% | 0.14% | -24.2% |
| PVH | Sell | PVH CORPORATION | $658,593 | +54.6% | 9,330 | -1.9% | 0.14% | +23.3% |
| UNP | Buy | UNION PAC CORP | $651,856 | +9.0% | 3,148 | +2.5% | 0.14% | -13.5% |
| RSG | Sell | REPUBLIC SVCS INC | $647,935 | -9.1% | 5,023 | -4.2% | 0.14% | -27.8% |
| INTC | Buy | INTEL CORP | $641,444 | +15.6% | 24,270 | +12.7% | 0.14% | -7.9% |
| PFF | Buy | ISHARES TRpfd and incm sec | $638,078 | +37.8% | 20,900 | +43.1% | 0.14% | +9.5% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $632,410 | +17.5% | 8,790 | +16.1% | 0.14% | -6.8% |
| L | New | LOEWS CORP | $613,048 | – | 10,510 | +100.0% | 0.13% | – |
| AMGN | Buy | AMGEN INC | $609,274 | +60.3% | 2,320 | +37.6% | 0.13% | +26.9% |
| BAC | Buy | BANK AMERICA CORP | $603,745 | +25.0% | 18,229 | +14.0% | 0.13% | -0.8% |
| NVDA | Sell | NVIDIA CORPORATION | $606,402 | +19.4% | 4,149 | -0.8% | 0.13% | -5.8% |
| XLF | SELECT SECTOR SPDR TRfinancial | $573,499 | +12.7% | 16,769 | 0.0% | 0.12% | -10.8% | |
| AMT | Sell | AMERICAN TOWER CORP NEW | $572,075 | -9.9% | 2,700 | -8.7% | 0.12% | -28.3% |
| AXP | Sell | AMERICAN EXPRESS CO | $562,188 | -5.5% | 3,805 | -13.8% | 0.12% | -24.7% |
| EA | Sell | ELECTRONIC ARTS INC | $554,823 | +1.1% | 4,541 | -4.3% | 0.12% | -20.0% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $547,359 | +19.8% | 1,626 | -2.1% | 0.12% | -4.8% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $542,854 | +27.7% | 3,580 | +14.5% | 0.12% | +1.7% |
| FDS | Buy | FACTSET RESH SYS INC | $544,041 | +0.6% | 1,356 | +0.4% | 0.12% | -20.3% |
| ALL | Sell | ALLSTATE CORP | $543,010 | +4.4% | 4,005 | -4.0% | 0.12% | -16.9% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $541,731 | +61.2% | 7,541 | +59.9% | 0.12% | +27.2% |
| HRL | Buy | HORMEL FOODS CORP | $542,479 | +50.7% | 11,910 | +50.2% | 0.12% | +19.4% |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $521,600 | -9.9% | 14,635 | -17.7% | 0.11% | -28.5% |
| FDX | Sell | FEDEX CORP | $521,997 | +12.3% | 3,014 | -3.8% | 0.11% | -11.0% |
| QSR | Sell | RESTAURANT BRANDS INTL INC | $506,076 | +17.7% | 7,826 | -3.3% | 0.11% | -6.0% |
| O | Buy | REALTY INCOME CORP | $507,173 | +15.3% | 7,996 | +5.7% | 0.11% | -8.3% |
| CAT | Buy | CATERPILLAR INC | $508,784 | +49.6% | 2,124 | +2.6% | 0.11% | +18.3% |
| C | Sell | CITIGROUP INC | $508,137 | +7.4% | 11,235 | -1.0% | 0.11% | -14.7% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $497,068 | +0.0% | 2,081 | -5.3% | 0.11% | -20.6% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $496,915 | +9.2% | 13,111 | +0.5% | 0.11% | -12.9% |
| BK | Buy | BANK NEW YORK MELLON CORP | $493,478 | +22.8% | 10,841 | +3.9% | 0.11% | -2.7% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $496,323 | +10.5% | 1,445 | -5.7% | 0.11% | -12.3% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $489,029 | +14.8% | 11,855 | -1.1% | 0.11% | -8.6% |
| DE | Buy | DEERE & CO | $473,595 | +29.8% | 1,105 | +1.2% | 0.10% | +3.0% |
| Sell | APOLLO GLOBAL MGMT INC | $474,553 | +32.6% | 7,439 | -3.3% | 0.10% | +5.1% | |
| CSGP | Sell | COSTAR GROUP INC | $460,048 | +6.0% | 5,953 | -4.4% | 0.10% | -15.3% |
| SRE | Buy | SEMPRA | $463,929 | +108.0% | 3,002 | +102.2% | 0.10% | +63.9% |
| BX | Sell | BLACKSTONE INC | $456,257 | -21.7% | 6,150 | -11.7% | 0.10% | -37.7% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $454,335 | +78.2% | 825 | +64.3% | 0.10% | +40.0% |
| HON | Buy | HONEYWELL INTL INC | $453,481 | +33.0% | 2,116 | +3.5% | 0.10% | +5.4% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $449,473 | +17.4% | 4,427 | +0.5% | 0.10% | -6.7% |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $436,038 | – | 9,552 | +100.0% | 0.09% | – |
| ABT | Buy | ABBOTT LABS | $427,193 | +29.8% | 3,891 | +14.4% | 0.09% | +3.3% |
| AZO | Sell | AUTOZONE INC | $421,717 | +8.7% | 171 | -5.5% | 0.09% | -14.2% |
| LKQ | Sell | LKQ CORP | $415,844 | +9.1% | 7,786 | -3.5% | 0.09% | -13.5% |
| BA | Sell | BOEING CO | $414,958 | +51.4% | 2,178 | -3.8% | 0.09% | +20.0% |
| RWO | SPDR INDEX SHS FDSdj glb rl es etf | $413,172 | +5.7% | 10,102 | 0.0% | 0.09% | -16.8% | |
| AN | Sell | AUTONATION INC | $406,616 | +1.1% | 3,790 | -3.9% | 0.09% | -20.0% |
| VEA | New | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $402,576 | – | 9,592 | +100.0% | 0.09% | – |
| CVS | Buy | CVS HEALTH CORP | $398,007 | +8.2% | 4,271 | +10.8% | 0.09% | -14.0% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $391,460 | +46.6% | 1,126 | +19.9% | 0.08% | +16.4% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $384,363 | +37.3% | 10,991 | +15.0% | 0.08% | +9.2% |
| ESGU | New | ISHARES TResg awr msci usa | $383,027 | – | 4,519 | +100.0% | 0.08% | – |
| GLD | Sell | SPDR GOLD TR | $381,436 | -6.1% | 2,249 | -14.3% | 0.08% | -25.2% |
| FOCS | Sell | FOCUS FINL PARTNERS INC | $376,949 | +8.6% | 10,114 | -8.1% | 0.08% | -13.7% |
| URI | New | UNITED RENTALS INC | $379,589 | – | 1,068 | +100.0% | 0.08% | – |
| AES | Buy | AES CORP | $376,556 | +45.4% | 13,093 | +14.3% | 0.08% | +15.5% |
| IWP | ISHARES TRrus md cp gr etf | $375,280 | +6.6% | 4,489 | 0.0% | 0.08% | -15.6% | |
| GD | GENERAL DYNAMICS CORP | $370,924 | +17.0% | 1,495 | 0.0% | 0.08% | -7.0% | |
| TSLA | Buy | TESLA INC | $369,294 | -13.5% | 2,998 | +86.1% | 0.08% | -31.0% |
| CSCO | Sell | CISCO SYS INC | $364,844 | +11.9% | 7,658 | -6.0% | 0.08% | -11.2% |
| IYR | ISHARES TRu.s. real es etf | $365,132 | +3.4% | 4,337 | 0.0% | 0.08% | -17.7% | |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $361,437 | +20.1% | 816 | +8.8% | 0.08% | -4.9% |
| AVGO | New | BROADCOM INC | $360,098 | – | 644 | +100.0% | 0.08% | – |
| IWR | ISHARES TRrus mid cap etf | $355,462 | +8.4% | 5,270 | 0.0% | 0.08% | -13.5% | |
| XLC | Sell | SELECT SECTOR SPDR TR | $351,742 | -17.6% | 7,329 | -17.8% | 0.08% | -34.5% |
| EFV | ISHARES TReafe value etf | $351,028 | +19.0% | 7,651 | 0.0% | 0.08% | -5.0% | |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $347,209 | +12.4% | 2,556 | +0.0% | 0.08% | -10.7% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $330,926 | +6.4% | 13,720 | +5.0% | 0.07% | -15.3% |
| ITW | New | ILLINOIS TOOL WKS INC | $330,450 | – | 1,500 | +100.0% | 0.07% | – |
| HEDJ | WISDOMTREE TReurope hedged eq | $321,816 | +12.5% | 4,600 | 0.0% | 0.07% | -10.3% | |
| ITOT | ISHARES TRcore s&p ttl stk | $320,544 | +6.5% | 3,780 | 0.0% | 0.07% | -15.9% | |
| Buy | GSK PLCsponsored adr | $318,522 | +20.2% | 9,064 | +0.8% | 0.07% | -4.2% | |
| GLW | New | CORNING INC | $313,658 | – | 9,820 | +100.0% | 0.07% | – |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $309,238 | +18.0% | 2,077 | +11.1% | 0.07% | -5.6% |
| T | Buy | AT&T INC | $303,236 | +36.0% | 16,471 | +13.5% | 0.07% | +8.2% |
| LOW | Buy | LOWES COS INC | $303,243 | +19.4% | 1,522 | +12.7% | 0.07% | -4.3% |
| BLK | Buy | BLACKROCK INC | $298,955 | +35.9% | 422 | +5.2% | 0.06% | +8.3% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $298,778 | +20.5% | 3,815 | -1.8% | 0.06% | -4.4% |
| NFG | New | NATIONAL FUEL GAS CO | $295,231 | – | 4,664 | +100.0% | 0.06% | – |
| Buy | GENERAL ELECTRIC CO | $290,319 | +37.6% | 3,465 | +1.9% | 0.06% | +8.6% | |
| IWS | ISHARES TRrus mdcp val etf | $282,101 | +9.8% | 2,678 | 0.0% | 0.06% | -12.9% | |
| IDV | Sell | ISHARES TRintl sel div etf | $278,916 | -1.4% | 10,269 | -18.3% | 0.06% | -22.1% |
| KOMP | Sell | SPDR SER TRs&p kensho new | $269,732 | -20.4% | 6,843 | -22.0% | 0.06% | -37.0% |
| TJX | New | TJX COS INC NEW | $267,695 | – | 3,363 | +100.0% | 0.06% | – |
| MO | Buy | ALTRIA GROUP INC | $257,651 | +18.7% | 5,637 | +4.7% | 0.06% | -5.1% |
| CPT | New | CAMDEN PPTY TRsh ben int | $253,968 | – | 2,270 | +100.0% | 0.06% | – |
| RIO | New | RIO TINTO PLCsponsored adr | $247,698 | – | 3,479 | +100.0% | 0.05% | – |
| INGR | INGREDION INC | $249,917 | +21.9% | 2,552 | 0.0% | 0.05% | -3.6% | |
| HYG | New | ISHARES TRiboxx hi yd etf | $242,758 | – | 3,297 | +100.0% | 0.05% | – |
| CSX | Buy | CSX CORP | $246,167 | +17.2% | 7,946 | +0.9% | 0.05% | -7.0% |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $243,659 | +18.3% | 2,481 | 0.0% | 0.05% | -5.4% | |
| ALLY | Sell | ALLY FINL INC | $246,487 | -19.7% | 10,081 | -8.6% | 0.05% | -36.9% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $239,460 | -5.7% | 3,397 | -12.4% | 0.05% | -24.6% |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $234,097 | – | 3,099 | +100.0% | 0.05% | – |
| New | BROOKFIELD CORPcl a ltd vt sh | $229,375 | – | 7,291 | +100.0% | 0.05% | – | |
| USB | Sell | US BANCORP DEL | $231,046 | -5.3% | 5,298 | -12.5% | 0.05% | -25.4% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $230,770 | +6.3% | 4,596 | +0.4% | 0.05% | -15.3% |
| IP | New | INTERNATIONAL PAPER CO | $226,165 | – | 6,531 | +100.0% | 0.05% | – |
| IFF | New | INTERNATIONAL FLAVORS&FRAGRA | $228,342 | – | 2,178 | +100.0% | 0.05% | – |
| TXN | New | TEXAS INSTRS INC | $222,551 | – | 1,347 | +100.0% | 0.05% | – |
| DSI | New | ISHARES TRmsci kld400 soc | $223,410 | – | 3,112 | +100.0% | 0.05% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $220,615 | – | 1,202 | +100.0% | 0.05% | – |
| BDX | New | BECTON DICKINSON & CO | $220,732 | – | 868 | +100.0% | 0.05% | – |
| TQQQ | New | PROSHARES TRultrapro qqq | $222,305 | – | 12,850 | +100.0% | 0.05% | – |
| VGT | VANGUARD WORLD FDSinf tech etf | $219,115 | +3.8% | 686 | 0.0% | 0.05% | -19.0% | |
| DWM | New | WISDOMTREE TRintl equity fd | $214,644 | – | 4,563 | +100.0% | 0.05% | – |
| DKS | New | DICKS SPORTING GOODS INC | $212,913 | – | 1,770 | +100.0% | 0.05% | – |
| SYY | New | SYSCO CORP | $206,987 | – | 2,707 | +100.0% | 0.04% | – |
| WRB | New | BERKLEY W R CORP | $208,348 | – | 2,871 | +100.0% | 0.04% | – |
| SCZ | New | ISHARES TReafe sml cp etf | $206,886 | – | 3,663 | +100.0% | 0.04% | – |
| PAYX | New | PAYCHEX INC | $201,074 | – | 1,740 | +100.0% | 0.04% | – |
| NMFC | Buy | NEW MTN FIN CORP | $193,652 | +30.0% | 15,655 | +21.5% | 0.04% | +2.4% |
| MRCC | Sell | MONROE CAP CORP | $128,457 | +13.7% | 15,042 | -3.9% | 0.03% | -9.7% |
| CCL | Sell | CARNIVAL CORP | $113,211 | +6.8% | 14,046 | -6.6% | 0.02% | -13.8% |
| Buy | HALEON PLCspon ads | $96,576 | +34.1% | 12,072 | +2.5% | 0.02% | +5.0% | |
| BGCP | Sell | BGC PARTNERS INCcl a | $83,061 | +17.0% | 22,032 | -2.2% | 0.02% | -5.3% |
| WEJO GROUP LIMITED | $28,638 | -55.9% | 59,538 | 0.0% | 0.01% | -66.7% | ||
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -1,317 | -100.0% | -0.06% | – |
| BIP | Exit | BROOKFIELD INFRAST PARTNERSlp int unit | $0 | – | -6,102 | -100.0% | -0.06% | – |
| MMM | Exit | 3M CO | $0 | – | -2,292 | -100.0% | -0.07% | – |
| NRG | Exit | NRG ENERGY INC | $0 | – | -7,211 | -100.0% | -0.08% | – |
| BAM | Exit | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $0 | – | -7,291 | -100.0% | -0.08% | – |
| SPYX | Exit | SPDR SER TRspdr s&p 500 etf | $0 | – | -3,903 | -100.0% | -0.09% | – |
| CAG | Exit | CONAGRA BRANDS INC | $0 | – | -12,068 | -100.0% | -0.11% | – |
| EAGG | Exit | ISHARES TResg awr us agrgt | $0 | – | -26,093 | -100.0% | -0.33% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-06
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.