$835 Million is the total value of GYL FINANCIAL SYNERGIES, LLC's 282 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $2,195,783 | +9.3% | 9,527 | 0.0% | 0.26% | -39.5% | |
| DON | WISDOMTREE TRus midcap divid | $1,109,122 | -0.4% | 27,065 | 0.0% | 0.13% | -44.8% | |
| ICF | ISHARES TRcohen steer reit | $1,029,878 | +1.3% | 18,543 | 0.0% | 0.12% | -44.1% | |
| DLN | WISDOMTREE TRus largecap divd | $737,542 | -0.1% | 11,923 | 0.0% | 0.09% | -45.0% | |
| EXPRO GROUP HOLDINGS NV | $716,995 | +1.3% | 39,052 | 0.0% | 0.09% | -43.8% | ||
| DEM | WISDOMTREE TRemer mkt high fd | $554,091 | +6.2% | 14,635 | 0.0% | 0.07% | -41.6% | |
| FOCS | FOCUS FINL PARTNERS INC | $524,613 | +39.2% | 10,114 | 0.0% | 0.06% | -23.2% | |
| RWO | SPDR INDEX SHS FDSdj glb rl es etf | $415,798 | +0.6% | 10,102 | 0.0% | 0.05% | -43.8% | |
| EFV | ISHARES TReafe value etf | $371,303 | +5.8% | 7,651 | 0.0% | 0.04% | -42.1% | |
| IWR | ISHARES TRrus mid cap etf | $368,478 | +3.7% | 5,270 | 0.0% | 0.04% | -42.9% | |
| IYR | ISHARES TRu.s. real es etf | $368,211 | +0.8% | 4,337 | 0.0% | 0.04% | -44.3% | |
| ITOT | ISHARES TRcore s&p ttl stk | $342,279 | +6.8% | 3,780 | 0.0% | 0.04% | -40.6% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $264,432 | +20.7% | 686 | 0.0% | 0.03% | -31.9% | |
| NFG | NATIONAL FUEL GAS CO | $269,299 | -8.8% | 4,664 | 0.0% | 0.03% | -50.0% | |
| INGR | INGREDION INC | $259,615 | +3.9% | 2,552 | 0.0% | 0.03% | -42.6% | |
| DKS | DICKS SPORTING GOODS INC | $251,145 | +18.0% | 1,770 | 0.0% | 0.03% | -34.8% | |
| HYG | ISHARES TRiboxx hi yd etf | $249,088 | +2.6% | 3,297 | 0.0% | 0.03% | -43.4% | |
| DSI | ISHARES TRmsci kld400 soc | $242,705 | +8.6% | 3,112 | 0.0% | 0.03% | -39.6% | |
| DWM | WISDOMTREE TRintl equity fd | $226,918 | +5.7% | 4,563 | 0.0% | 0.03% | -41.3% | |
| SCZ | ISHARES TReafe sml cp etf | $217,985 | +5.4% | 3,663 | 0.0% | 0.03% | -42.2% | |
| NMFC | NEW MTN FIN CORP | $190,521 | -1.6% | 15,655 | 0.0% | 0.02% | -45.2% | |
| WEJO GROUP LIMITED | $29,352 | +2.5% | 59,538 | 0.0% | 0.00% | -33.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
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.