$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DLN | WISDOMTREE TRus largecap divd | $738,608 | +12.1% | 11,923 | 0.0% | 0.16% | -11.1% | |
| EXPRO GROUP HOLDINGS NV | $708,013 | +42.2% | 39,052 | 0.0% | 0.15% | +12.5% | ||
| XLF | SELECT SECTOR SPDR TRfinancial | $573,499 | +12.7% | 16,769 | 0.0% | 0.12% | -10.8% | |
| RWO | SPDR INDEX SHS FDSdj glb rl es etf | $413,172 | +5.7% | 10,102 | 0.0% | 0.09% | -16.8% | |
| 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% | |
| IYR | ISHARES TRu.s. real es etf | $365,132 | +3.4% | 4,337 | 0.0% | 0.08% | -17.7% | |
| IWR | ISHARES TRrus mid cap etf | $355,462 | +8.4% | 5,270 | 0.0% | 0.08% | -13.5% | |
| EFV | ISHARES TReafe value etf | $351,028 | +19.0% | 7,651 | 0.0% | 0.08% | -5.0% | |
| 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% | |
| IWS | ISHARES TRrus mdcp val etf | $282,101 | +9.8% | 2,678 | 0.0% | 0.06% | -12.9% | |
| INGR | INGREDION INC | $249,917 | +21.9% | 2,552 | 0.0% | 0.05% | -3.6% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $243,659 | +18.3% | 2,481 | 0.0% | 0.05% | -5.4% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $219,115 | +3.8% | 686 | 0.0% | 0.05% | -19.0% | |
| WEJO GROUP LIMITED | $28,638 | -55.9% | 59,538 | 0.0% | 0.01% | -66.7% |
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 | 2024-05-14 |
| 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.