$1.28 Billion is the total value of GYL FINANCIAL SYNERGIES, LLC's 365 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 10.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $103,382,147 | +12.3% | 629,036 | +0.5% | 8.11% | +6.4% |
| MSFT | Buy | MICROSOFT CORP | $58,648,791 | +11.9% | 139,401 | +0.1% | 4.60% | +6.1% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $53,484,975 | +7.3% | 315,788 | -0.1% | 4.20% | +1.7% |
| AAPL | Buy | APPLE INC | $37,420,780 | -7.5% | 218,222 | +3.9% | 2.94% | -12.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $31,708,597 | +23.7% | 158,306 | +5.0% | 2.49% | +17.3% |
| AMZN | Buy | AMAZON COM INC | $30,904,181 | +22.0% | 171,328 | +2.8% | 2.42% | +15.7% |
| IUSB | Sell | ISHARES TRcore total usd | $24,897,544 | -27.2% | 546,119 | -26.4% | 1.95% | -31.0% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $22,945,345 | +2.3% | 152,026 | -5.3% | 1.80% | -3.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $19,680,077 | +14.2% | 37,624 | +3.8% | 1.54% | +8.3% |
| FB | Buy | META PLATFORMS INCcl a | $19,048,452 | +39.3% | 39,228 | +1.5% | 1.49% | +32.1% |
| EMXC | Buy | ISHARES INCmsci emrg chn | $18,880,765 | +6.4% | 327,962 | +2.4% | 1.48% | +0.9% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $18,413,439 | +10.1% | 33,094 | +0.4% | 1.44% | +4.3% |
| PG | Sell | PROCTER AND GAMBLE CO | $17,827,440 | +10.5% | 109,876 | -0.2% | 1.40% | +4.7% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $16,874,429 | +5.2% | 40,399 | -2.8% | 1.32% | -0.3% |
| SMLF | Buy | ISHARES TRus sml cap eqt | $16,739,541 | +8.1% | 263,283 | +0.0% | 1.31% | +2.5% |
| LLY | Buy | ELI LILLY & CO | $15,918,900 | +35.1% | 20,462 | +1.2% | 1.25% | +28.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $14,991,433 | +18.9% | 35,650 | +0.9% | 1.18% | +12.8% |
| NVDA | Buy | NVIDIA CORPORATION | $14,511,967 | +151.2% | 16,061 | +37.7% | 1.14% | +138.1% |
| IQV | Sell | IQVIA HLDGS INC | $14,374,015 | +8.3% | 56,839 | -0.9% | 1.13% | +2.6% |
| C | Sell | CITIGROUP INC | $13,228,639 | +22.4% | 209,182 | -0.4% | 1.04% | +16.0% |
| PM | Buy | PHILIP MORRIS INTL INC | $12,959,122 | -1.6% | 141,444 | +1.0% | 1.02% | -6.8% |
| V | Buy | VISA INC | $12,808,870 | +7.8% | 45,897 | +0.6% | 1.00% | +2.2% |
| CVX | Buy | CHEVRON CORP NEW | $12,753,185 | +7.2% | 80,849 | +1.4% | 1.00% | +1.6% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $12,582,384 | +12.8% | 23,933 | +2.5% | 0.99% | +6.9% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $12,498,807 | +103.4% | 249,129 | +94.2% | 0.98% | +92.9% |
| AVGO | Sell | BROADCOM INC | $11,695,400 | +16.5% | 8,824 | -1.9% | 0.92% | +10.3% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $11,103,453 | +13.3% | 181,875 | +3.3% | 0.87% | +7.4% |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $10,752,822 | +7.9% | 81,473 | -0.5% | 0.84% | +2.2% |
| Buy | GE HEALTHCARE TECHNOLOGIES I | $10,639,381 | +53.4% | 117,032 | +30.5% | 0.83% | +45.3% | |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $10,458,982 | +11.2% | 110,783 | -1.3% | 0.82% | +5.4% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $10,329,075 | -11.2% | 67,838 | -17.8% | 0.81% | -15.8% |
| VFQY | Sell | VANGUARD WELLINGTON FDus quality | $9,496,758 | +7.8% | 69,355 | -0.5% | 0.74% | +2.2% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $9,489,695 | +7.3% | 36,513 | -2.1% | 0.74% | +1.6% |
| IBB | Sell | ISHARES TRishares biotech | $9,477,664 | +0.5% | 69,069 | -0.5% | 0.74% | -4.9% |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $9,429,703 | +9.4% | 60,258 | -0.2% | 0.74% | +3.8% |
| PFE | Sell | PFIZER INC | $9,371,267 | -13.7% | 337,703 | -10.4% | 0.74% | -18.2% |
| HLT | Buy | HILTON WORLDWIDE HLDGS INC | $9,119,856 | +17.3% | 42,754 | +0.1% | 0.72% | +11.2% |
| ICF | Sell | ISHARES TRcohen steer reit | $8,530,857 | -47.8% | 147,848 | -46.8% | 0.67% | -50.5% |
| MRK | Buy | MERCK & CO INC | $8,098,011 | +37.8% | 61,372 | +13.9% | 0.64% | +30.7% |
| PEP | Sell | PEPSICO INC | $7,985,580 | +0.0% | 45,629 | -2.9% | 0.63% | -5.2% |
| VHT | Sell | VANGUARD WORLD FDhealth car etf | $7,924,517 | +6.7% | 29,294 | -1.1% | 0.62% | +1.1% |
| ZTS | Buy | ZOETIS INCcl a | $7,595,727 | -13.0% | 44,889 | +1.4% | 0.60% | -17.6% |
| JNJ | Sell | JOHNSON & JOHNSON | $7,417,726 | -17.2% | 46,891 | -17.9% | 0.58% | -21.5% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $7,234,901 | +8.1% | 16,294 | -0.3% | 0.57% | +2.3% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $7,066,008 | +10.6% | 28,005 | -1.2% | 0.55% | +4.7% |
| NFLX | Buy | NETFLIX INC | $6,750,667 | +40.4% | 11,115 | +12.6% | 0.53% | +32.9% |
| ABBV | Buy | ABBVIE INC | $6,690,660 | +26.6% | 36,742 | +7.7% | 0.52% | +20.1% |
| BLK | Sell | BLACKROCK INC | $6,657,001 | +1.8% | 7,985 | -0.9% | 0.52% | -3.5% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $6,591,314 | -5.6% | 13,324 | +0.5% | 0.52% | -10.6% |
| IAU | Sell | ISHARES GOLD TRishares new | $6,591,495 | +5.3% | 156,903 | -2.2% | 0.52% | -0.2% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $6,480,352 | +9.1% | 106,690 | +397.9% | 0.51% | +3.5% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $6,323,655 | +2.1% | 15,128 | -0.6% | 0.50% | -3.1% |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC | $6,191,670 | +18.1% | 19,891 | +3.4% | 0.49% | +12.0% |
| XOM | Buy | EXXON MOBIL CORP | $6,110,984 | +17.7% | 52,572 | +1.2% | 0.48% | +11.4% |
| VOO | Sell | VANGUARD INDEX FDS | $5,968,945 | -9.0% | 12,417 | -17.3% | 0.47% | -13.8% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $5,892,613 | -51.7% | 53,317 | -52.7% | 0.46% | -54.3% |
| KMI | Sell | KINDER MORGAN INC DEL | $5,879,008 | +1.3% | 320,557 | -2.5% | 0.46% | -4.0% |
| DVN | Sell | DEVON ENERGY CORP NEW | $5,490,376 | +10.6% | 109,414 | -0.1% | 0.43% | +4.9% |
| MBB | Sell | ISHARES TRmbs etf | $5,485,127 | -2.2% | 59,350 | -0.5% | 0.43% | -7.3% |
| AXP | Sell | AMERICAN EXPRESS CO | $5,319,838 | +19.0% | 23,364 | -2.1% | 0.42% | +12.7% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $5,264,160 | +26.8% | 1,811 | -0.3% | 0.41% | +20.1% |
| ACN | Buy | ACCENTURE PLC IRELAND | $5,117,350 | +0.6% | 14,764 | +1.9% | 0.40% | -4.8% |
| CMI | Sell | CUMMINS INC | $5,034,979 | +19.5% | 17,088 | -2.8% | 0.40% | +13.2% |
| LMT | Sell | LOCKHEED MARTIN CORP | $4,997,200 | -0.1% | 10,986 | -0.5% | 0.39% | -5.3% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,958,908 | +4.9% | 27,156 | -2.1% | 0.39% | -0.5% |
| UNP | Sell | UNION PAC CORP | $4,759,001 | -0.4% | 19,351 | -0.5% | 0.37% | -5.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $4,745,956 | +15.7% | 113,107 | +3.9% | 0.37% | +9.7% |
| Buy | SHELL PLCspon ads | $4,695,727 | +5.4% | 70,044 | +3.4% | 0.37% | -0.3% | |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $4,400,565 | +7.5% | 21,129 | -0.7% | 0.34% | +1.8% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $4,376,801 | +35.6% | 190,213 | +1.2% | 0.34% | +28.5% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $4,291,514 | +12.6% | 53,225 | +6.3% | 0.34% | +7.0% |
| HD | Sell | HOME DEPOT INC | $4,176,300 | +9.0% | 10,887 | -1.5% | 0.33% | +3.5% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $4,157,861 | -6.2% | 21,043 | +2.4% | 0.33% | -11.2% |
| COST | Buy | COSTCO WHSL CORP NEW | $4,014,800 | +11.3% | 5,480 | +0.3% | 0.32% | +5.7% |
| T | Sell | AT&T INC | $3,991,569 | -9.0% | 226,794 | -13.2% | 0.31% | -13.8% |
| AMP | Buy | AMERIPRISE FINL INC | $3,984,543 | +18.8% | 9,088 | +2.9% | 0.31% | +12.2% |
| KO | Buy | COCA COLA CO | $3,976,178 | +4.9% | 64,991 | +1.1% | 0.31% | -0.6% |
| MUB | Sell | ISHARES TRnational mun etf | $3,943,814 | -56.1% | 36,653 | -55.8% | 0.31% | -58.5% |
| BXP | Sell | BOSTON PROPERTIES INC | $3,917,952 | -7.2% | 59,990 | -0.3% | 0.31% | -12.0% |
| BILS | Sell | SPDR SER TRbloomberg 3-12 m | $3,849,145 | -5.1% | 38,716 | -5.4% | 0.30% | -10.1% |
| WMT | Buy | WALMART INC | $3,784,998 | +18.8% | 62,905 | +211.3% | 0.30% | +12.5% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $3,761,721 | +19.6% | 19,699 | +2.4% | 0.30% | +13.5% |
| PH | Buy | PARKER-HANNIFIN CORP | $3,688,222 | +68.9% | 6,636 | +40.0% | 0.29% | +59.7% |
| CAG | Sell | CONAGRA BRANDS INC | $3,673,324 | -5.6% | 123,931 | -8.7% | 0.29% | -10.6% |
| AIA | Sell | ISHARES TRasia 50 etf | $3,630,762 | +0.7% | 59,805 | -3.9% | 0.28% | -4.4% |
| HON | Sell | HONEYWELL INTL INC | $3,594,627 | -4.7% | 17,513 | -2.6% | 0.28% | -9.6% |
| PFFD | Buy | GLOBAL X FDSus pfd etf | $3,476,794 | +4.7% | 172,460 | +0.8% | 0.27% | -0.7% |
| DELL | Buy | DELL TECHNOLOGIES INCcl c | $3,397,645 | +170.6% | 29,775 | +81.4% | 0.27% | +155.8% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,342,604 | +1.5% | 80,024 | -0.1% | 0.26% | -3.7% |
| DHR | Sell | DANAHER CORPORATION | $3,324,414 | +5.8% | 13,313 | -2.0% | 0.26% | +0.4% |
| BCO | Buy | BRINKS CO | $3,314,952 | +5.5% | 35,884 | +0.4% | 0.26% | 0.0% |
| MCK | Buy | MCKESSON CORP | $3,191,036 | +16.6% | 5,944 | +0.6% | 0.25% | +10.6% |
| UL | Sell | UNILEVER PLCspon adr new | $3,152,974 | +3.5% | 62,821 | -0.0% | 0.25% | -2.0% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $2,982,918 | +43.7% | 21,705 | +34.3% | 0.23% | +36.0% |
| GIS | Sell | GENERAL MLS INC | $2,860,424 | +2.7% | 40,881 | -4.4% | 0.22% | -2.6% |
| SO | Sell | SOUTHERN CO | $2,829,427 | +0.7% | 39,440 | -1.6% | 0.22% | -4.3% |
| GBIL | Sell | GOLDMAN SACHS ETF TRacces treasury | $2,771,146 | -6.1% | 27,467 | -7.2% | 0.22% | -11.1% |
| RJF | Buy | RAYMOND JAMES FINL INC | $2,748,316 | +15.8% | 21,401 | +0.6% | 0.22% | +10.2% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $2,662,813 | +16.5% | 56,632 | +5.4% | 0.21% | +10.6% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $2,642,536 | +11.2% | 62,738 | -0.8% | 0.21% | +5.1% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $2,609,620 | +3.5% | 10,444 | -3.6% | 0.20% | -1.9% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $2,605,089 | -22.5% | 29,039 | -22.1% | 0.20% | -26.6% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,598,103 | +12.4% | 44,298 | +7.6% | 0.20% | +6.8% |
| BKNG | Sell | BOOKING HOLDINGS INC | $2,586,678 | -46.2% | 713 | -47.4% | 0.20% | -49.0% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $2,568,886 | +6.3% | 2,669 | -3.0% | 0.20% | +0.5% |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $2,526,913 | -32.7% | 212,703 | -35.1% | 0.20% | -36.3% |
| NKE | Sell | NIKE INCcl b | $2,448,748 | -16.9% | 26,056 | -4.1% | 0.19% | -21.3% |
| NOW | Buy | SERVICENOW INC | $2,454,166 | +43.0% | 3,219 | +32.5% | 0.19% | +35.2% |
| PLD | Sell | PROLOGIS INC. | $2,417,665 | -6.7% | 18,566 | -4.5% | 0.19% | -11.2% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $2,378,985 | -1.1% | 16,006 | +4.6% | 0.19% | -6.0% |
| BBJP | Buy | J P MORGAN EXCHANGE TRADED Fbetabuldrs japan | $2,360,619 | +14.5% | 40,318 | +2.7% | 0.18% | +8.2% |
| VCLT | Sell | VANGUARD SCOTTSDALE FDSlg-term cor bd | $2,298,554 | -62.0% | 29,382 | -61.0% | 0.18% | -64.0% |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $2,246,104 | -10.1% | 110,646 | -8.3% | 0.18% | -15.0% |
| CSCO | Buy | CISCO SYS INC | $2,215,481 | +4.3% | 44,390 | +5.5% | 0.17% | -1.1% |
| DGX | Sell | QUEST DIAGNOSTICS INC | $2,217,401 | -4.4% | 16,658 | -1.0% | 0.17% | -9.4% |
| DEO | Buy | DIAGEO PLCspon adr new | $2,152,896 | +36.5% | 14,474 | +33.6% | 0.17% | +29.0% |
| EMR | Sell | EMERSON ELEC CO | $2,131,842 | +10.9% | 18,796 | -4.9% | 0.17% | +5.0% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $2,110,556 | -0.3% | 30,151 | +3.2% | 0.17% | -5.1% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $2,117,532 | +3.0% | 44,636 | +3.3% | 0.17% | -2.4% |
| SHV | ISHARES TRshort treas bd | $2,092,854 | +0.4% | 18,933 | 0.0% | 0.16% | -5.2% | |
| JCPB | Sell | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $2,062,829 | -1.0% | 44,224 | -0.1% | 0.16% | -5.8% |
| HOLX | Buy | HOLOGIC INC | $2,018,696 | +12.2% | 25,894 | +2.8% | 0.16% | +6.0% |
| CAT | Buy | CATERPILLAR INC | $2,009,662 | +28.4% | 5,484 | +3.6% | 0.16% | +21.5% |
| DLR | Sell | DIGITAL RLTY TR INC | $1,960,961 | -1.5% | 13,614 | -7.9% | 0.15% | -6.7% |
| ULTA | Buy | ULTA BEAUTY INC | $1,961,323 | +8.4% | 3,751 | +1.5% | 0.15% | +2.7% |
| DIS | Sell | DISNEY WALT CO | $1,937,136 | +35.2% | 15,831 | -0.3% | 0.15% | +27.7% |
| UDR | Buy | UDR INC | $1,868,667 | -2.1% | 49,951 | +0.2% | 0.15% | -7.0% |
| LAMR | New | LAMAR ADVERTISING CO NEWcl a | $1,862,471 | – | 15,597 | +100.0% | 0.15% | – |
| IEFA | Sell | ISHARES TRcore msci eafe | $1,820,442 | -17.1% | 24,528 | -21.4% | 0.14% | -21.4% |
| ABT | Sell | ABBOTT LABS | $1,827,653 | +2.8% | 16,080 | -0.4% | 0.14% | -2.7% |
| MTB | Buy | M & T BK CORP | $1,812,746 | +9.2% | 12,464 | +2.9% | 0.14% | +3.6% |
| VRSK | Buy | VERISK ANALYTICS INC | $1,796,970 | +20.4% | 7,623 | +22.0% | 0.14% | +13.7% |
| INVH | Buy | INVITATION HOMES INC | $1,789,296 | +6.4% | 50,247 | +1.9% | 0.14% | +0.7% |
| PSA | Buy | PUBLIC STORAGE | $1,775,747 | -0.1% | 6,122 | +5.0% | 0.14% | -5.4% |
| MSCI | Buy | MSCI INC | $1,755,329 | +0.3% | 3,132 | +1.2% | 0.14% | -4.8% |
| WELL | Sell | WELLTOWER INC | $1,737,050 | +2.9% | 18,590 | -0.7% | 0.14% | -2.9% |
| EFA | ISHARES TRmsci eafe etf | $1,710,498 | +6.0% | 21,419 | 0.0% | 0.13% | 0.0% | |
| SPGI | Buy | S&P GLOBAL INC | $1,674,571 | -0.9% | 3,936 | +2.6% | 0.13% | -6.4% |
| PAYX | Buy | PAYCHEX INC | $1,643,187 | +593.2% | 13,381 | +572.4% | 0.13% | +545.0% |
| NSC | Sell | NORFOLK SOUTHN CORP | $1,620,209 | +5.3% | 6,357 | -2.3% | 0.13% | 0.0% |
| DTE | Buy | DTE ENERGY CO | $1,608,760 | +6.1% | 14,346 | +4.3% | 0.13% | +0.8% |
| DUK | Buy | DUKE ENERGY CORP NEW | $1,593,245 | +0.6% | 16,474 | +1.0% | 0.12% | -4.6% |
| KIM | Buy | KIMCO RLTY CORP | $1,573,310 | +4.2% | 80,230 | +13.2% | 0.12% | -1.6% |
| BAC | Buy | BANK AMERICA CORP | $1,570,152 | +18.0% | 41,407 | +4.7% | 0.12% | +11.8% |
| TTE | Sell | TOTALENERGIES SEsponsored ads | $1,567,053 | +1.5% | 22,767 | -0.6% | 0.12% | -3.9% |
| Buy | LINDE PLC | $1,542,935 | +14.9% | 3,323 | +1.6% | 0.12% | +9.0% | |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $1,546,708 | +12.5% | 5,076 | 0.0% | 0.12% | +6.1% | |
| MAA | Sell | MID-AMER APT CMNTYS INC | $1,532,907 | -3.3% | 11,650 | -1.2% | 0.12% | -8.4% |
| Buy | J P MORGAN EXCHANGE TRADED Fsustainable muni | $1,514,249 | +25.2% | 30,051 | +25.5% | 0.12% | +19.0% | |
| SNPS | Buy | SYNOPSYS INC | $1,509,332 | +545.7% | 2,641 | +481.7% | 0.12% | +521.1% |
| ANET | New | ARISTA NETWORKS INC | $1,507,606 | – | 5,199 | +100.0% | 0.12% | – |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,483,900 | +4.5% | 7,056 | -0.3% | 0.12% | -1.7% |
| GLPI | Buy | GAMING & LEISURE PPTYS INC | $1,466,102 | -6.5% | 31,823 | +0.2% | 0.12% | -11.5% |
| ETN | Sell | EATON CORP PLC | $1,453,275 | +17.8% | 4,648 | -9.3% | 0.11% | +11.8% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,441,613 | +2.4% | 5,772 | -4.4% | 0.11% | -2.6% |
| ORCL | Buy | ORACLE CORP | $1,426,615 | +20.0% | 11,357 | +0.7% | 0.11% | +14.3% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $1,427,636 | -4.2% | 6,535 | -0.4% | 0.11% | -8.9% |
| Buy | FORTREA HLDGS INC | $1,412,727 | +24.1% | 35,195 | +7.9% | 0.11% | +18.1% | |
| DON | WISDOMTREE TRus midcap divid | $1,375,702 | +6.7% | 28,208 | 0.0% | 0.11% | +0.9% | |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,364,804 | +2.6% | 16,163 | -8.8% | 0.11% | -2.7% |
| New | JACOBS SOLUTIONS INC | $1,322,539 | – | 8,603 | +100.0% | 0.10% | – | |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $1,309,733 | – | 6,393 | +100.0% | 0.10% | – |
| PWR | Sell | QUANTA SVCS INC | $1,305,755 | -38.9% | 5,026 | -49.2% | 0.10% | -42.4% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,275,876 | +9.4% | 50,530 | +7.5% | 0.10% | +4.2% |
| QCOM | Buy | QUALCOMM INC | $1,234,970 | +21.4% | 7,295 | +3.7% | 0.10% | +15.5% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $1,237,386 | +14.4% | 3,671 | +2.9% | 0.10% | +9.0% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $1,233,055 | -9.5% | 22,737 | -14.4% | 0.10% | -14.2% |
| CNC | New | CENTENE CORP DEL | $1,228,526 | – | 15,654 | +100.0% | 0.10% | – |
| TMUS | Sell | T-MOBILE US INC | $1,181,386 | +1.6% | 7,238 | -0.2% | 0.09% | -3.1% |
| CI | Buy | THE CIGNA GROUP | $1,174,647 | +34.3% | 3,234 | +10.7% | 0.09% | +27.8% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $1,159,948 | -11.7% | 19,975 | -11.3% | 0.09% | -16.5% |
| PVH | Sell | PVH CORPORATION | $1,137,092 | +14.3% | 8,087 | -0.7% | 0.09% | +8.5% |
| HYMB | Sell | SPDR SER TRnuveen bloomberg | $1,133,731 | -43.3% | 44,131 | -44.1% | 0.09% | -46.1% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $1,107,290 | +359.7% | 4,844 | +329.1% | 0.09% | +335.0% |
| URI | Sell | UNITED RENTALS INC | $1,114,836 | +5.4% | 1,546 | -16.2% | 0.09% | -1.1% |
| RTX | Buy | RTX CORPORATION | $1,059,913 | +18.6% | 10,868 | +2.3% | 0.08% | +12.2% |
| ADBE | Sell | ADOBE INC | $1,056,875 | -16.5% | 2,094 | -1.3% | 0.08% | -21.0% |
| VDC | Buy | VANGUARD WORLD FDconsum stp etf | $1,033,765 | +10.0% | 5,064 | +2.9% | 0.08% | +3.8% |
| DLN | WISDOMTREE TRus largecap divd | $1,030,095 | +8.8% | 14,269 | 0.0% | 0.08% | +3.8% | |
| PYPL | Buy | PAYPAL HLDGS INC | $1,032,684 | +9.3% | 15,416 | +0.2% | 0.08% | +3.8% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $1,023,050 | +6.1% | 13,398 | +0.1% | 0.08% | 0.0% |
| BK | Sell | BANK NEW YORK MELLON CORP | $1,002,013 | +10.7% | 17,390 | -0.0% | 0.08% | +5.3% |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $992,649 | -13.2% | 15,804 | -0.2% | 0.08% | -17.9% |
| DES | Sell | WISDOMTREE TRus smallcap divd | $978,397 | -1.4% | 29,939 | -2.9% | 0.08% | -6.1% |
| PFF | Sell | ISHARES TRpfd and incm sec | $975,086 | +2.6% | 30,254 | -0.7% | 0.08% | -3.8% |
| Sell | GENERAL ELECTRIC CO | $965,194 | +33.5% | 5,499 | -3.0% | 0.08% | +26.7% | |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $942,722 | +11.8% | 2,656 | -1.4% | 0.07% | +5.7% |
| XEL | Sell | XCEL ENERGY INC | $931,971 | -25.0% | 17,339 | -13.6% | 0.07% | -29.1% |
| FDX | Sell | FEDEX CORP | $901,584 | +14.1% | 3,112 | -0.4% | 0.07% | +9.2% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $899,733 | +3.3% | 2,262 | -2.2% | 0.07% | -1.4% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $909,016 | +8.1% | 6,153 | -0.2% | 0.07% | +1.4% |
| Sell | GSK PLCsponsored adr | $899,713 | +13.4% | 20,987 | -1.9% | 0.07% | +7.6% | |
| ALL | Sell | ALLSTATE CORP | $884,457 | +11.5% | 5,112 | -9.8% | 0.07% | +4.5% |
| BP | Sell | BP PLCsponsored adr | $871,124 | -1.1% | 23,119 | -7.1% | 0.07% | -6.8% |
| MCD | Buy | MCDONALDS CORP | $837,835 | +0.3% | 2,972 | +5.5% | 0.07% | -4.3% |
| L | LOEWS CORP | $822,828 | +12.5% | 10,510 | 0.0% | 0.06% | +6.6% | |
| RSG | Sell | REPUBLIC SVCS INC | $825,570 | +15.0% | 4,312 | -0.9% | 0.06% | +10.2% |
| AMGN | Buy | AMGEN INC | $805,039 | -0.6% | 2,831 | +0.7% | 0.06% | -6.0% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $798,031 | +10.2% | 1,657 | -2.4% | 0.06% | +5.0% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $788,253 | +1.5% | 10,853 | +2.8% | 0.06% | -3.1% |
| INTC | Sell | INTEL CORP | $787,147 | -13.4% | 17,821 | -1.5% | 0.06% | -17.3% |
| Sell | APOLLO GLOBAL MGMT INC | $765,737 | +18.6% | 6,810 | -1.7% | 0.06% | +13.2% | |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $755,504 | -0.8% | 12,997 | -1.9% | 0.06% | -6.3% |
| TSLA | Buy | TESLA INC | $729,001 | -21.7% | 4,147 | +10.6% | 0.06% | -26.0% |
| IWB | ISHARES TRrus 1000 etf | $729,004 | +9.8% | 2,531 | 0.0% | 0.06% | +3.6% | |
| DRI | New | DARDEN RESTAURANTS INC | $720,751 | – | 4,312 | +100.0% | 0.06% | – |
| CPT | Sell | CAMDEN PPTY TRsh ben int | $707,996 | -66.5% | 7,195 | -66.2% | 0.06% | -68.0% |
| SNY | Sell | SANOFIsponsored adr | $685,066 | -3.1% | 14,096 | -0.8% | 0.05% | -6.9% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $688,267 | -7.0% | 8,977 | -6.6% | 0.05% | -11.5% |
| ITOT | ISHARES TRcore s&p ttl stk | $690,993 | +9.6% | 5,993 | 0.0% | 0.05% | +3.8% | |
| GILD | Buy | GILEAD SCIENCES INC | $676,397 | -8.8% | 9,234 | +0.8% | 0.05% | -13.1% |
| CSX | Buy | CSX CORP | $659,512 | +7.3% | 17,791 | +0.4% | 0.05% | +2.0% |
| CL | Buy | COLGATE PALMOLIVE CO | $650,341 | +15.1% | 7,222 | +1.9% | 0.05% | +8.5% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $652,378 | +11.1% | 3,642 | +2.5% | 0.05% | +4.1% |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $644,344 | -20.7% | 7,019 | -21.0% | 0.05% | -23.9% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $644,394 | +5.2% | 9,783 | +0.1% | 0.05% | 0.0% |
| DIAL | Sell | COLUMBIA ETF TR Idiversifid fxd | $634,679 | -55.6% | 35,695 | -55.0% | 0.05% | -57.6% |
| SBUX | Sell | STARBUCKS CORP | $642,669 | -49.9% | 7,032 | -47.3% | 0.05% | -52.8% |
| TXN | Buy | TEXAS INSTRS INC | $613,916 | +10.1% | 3,524 | +7.8% | 0.05% | +4.3% |
| CRM | Sell | SALESFORCE INC | $589,710 | +10.7% | 1,958 | -3.3% | 0.05% | +4.5% |
| COP | Buy | CONOCOPHILLIPS | $588,415 | +21.3% | 4,623 | +10.6% | 0.05% | +15.0% |
| KOMP | Buy | SPDR SER TRs&p kensho new | $583,018 | +17.4% | 12,126 | +14.1% | 0.05% | +12.2% |
| IR | Sell | INGERSOLL RAND INC | $571,504 | +22.7% | 6,019 | -0.0% | 0.04% | +15.4% |
| FDS | Sell | FACTSET RESH SYS INC | $575,712 | -7.6% | 1,267 | -3.0% | 0.04% | -13.5% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $574,083 | -12.2% | 5,710 | -12.8% | 0.04% | -16.7% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $560,475 | -15.6% | 7,746 | -9.6% | 0.04% | -20.0% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $544,892 | +1.9% | 13,264 | -0.2% | 0.04% | -2.3% |
| Sell | EXPRO GROUP HOLDINGS NV | $548,955 | +6.1% | 27,489 | -15.4% | 0.04% | 0.0% | |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $550,378 | -4.2% | 2,993 | -6.9% | 0.04% | -10.4% |
| HRL | Buy | HORMEL FOODS CORP | $553,300 | +11.7% | 15,858 | +2.8% | 0.04% | +4.9% |
| NEE | Sell | NEXTERA ENERGY INC | $527,493 | -3.1% | 8,254 | -7.9% | 0.04% | -8.9% |
| HEDJ | WISDOMTREE TReurope hedged eq | $525,021 | +12.7% | 10,870 | 0.0% | 0.04% | +5.1% | |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $517,038 | -2.4% | 12,358 | -5.1% | 0.04% | -6.8% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $521,921 | -2.6% | 12,040 | -1.5% | 0.04% | -6.8% |
| MDT | Sell | MEDTRONIC PLC | $520,950 | -21.0% | 5,978 | -25.4% | 0.04% | -25.5% |
| IWR | Buy | ISHARES TRrus mid cap etf | $512,781 | +9.2% | 6,098 | +0.9% | 0.04% | +2.6% |
| MNST | Sell | MONSTER BEVERAGE CORP NEW | $512,001 | -0.0% | 8,637 | -2.8% | 0.04% | -4.8% |
| EFG | ISHARES TReafe grwth etf | $508,530 | +7.2% | 4,900 | 0.0% | 0.04% | +2.6% | |
| GD | Buy | GENERAL DYNAMICS CORP | $515,704 | +9.7% | 1,826 | +0.9% | 0.04% | +2.6% |
| AES | Buy | AES CORP | $497,860 | -2.6% | 27,767 | +4.6% | 0.04% | -7.1% |
| AN | Sell | AUTONATION INC | $497,985 | +9.0% | 3,008 | -1.2% | 0.04% | +2.6% |
| BA | Buy | BOEING CO | $502,038 | -23.7% | 2,601 | +3.1% | 0.04% | -27.8% |
| DE | Sell | DEERE & CO | $497,479 | -75.8% | 1,211 | -76.4% | 0.04% | -77.1% |
| EA | Sell | ELECTRONIC ARTS INC | $491,241 | -3.2% | 3,703 | -0.1% | 0.04% | -7.1% |
| GLD | SPDR GOLD TR | $495,682 | +7.6% | 2,410 | 0.0% | 0.04% | +2.6% | |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $499,901 | +13.3% | 860 | +3.5% | 0.04% | +8.3% |
| PANW | Buy | PALO ALTO NETWORKS INC | $486,715 | +35.0% | 1,713 | +40.1% | 0.04% | +26.7% |
| RIO | Sell | RIO TINTO PLCsponsored adr | $484,287 | -14.4% | 7,598 | -0.1% | 0.04% | -19.1% |
| IEMG | Sell | ISHARES INCcore msci emkt | $468,352 | -32.9% | 9,077 | -34.3% | 0.04% | -36.2% |
| D | Sell | DOMINION ENERGY INC | $475,175 | -22.6% | 9,660 | -26.1% | 0.04% | -27.5% |
| EME | Buy | EMCOR GROUP INC | $459,462 | +66.2% | 1,312 | +2.3% | 0.04% | +56.5% |
| TGT | Buy | TARGET CORP | $452,442 | +24.5% | 2,553 | +0.0% | 0.04% | +16.7% |
| DVY | Buy | ISHARES TRselect divid etf | $445,492 | +5.1% | 3,617 | +0.1% | 0.04% | 0.0% |
| PPG | Buy | PPG INDS INC | $447,161 | -2.7% | 3,086 | +0.4% | 0.04% | -7.9% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $434,389 | +23.3% | 1,447 | +0.2% | 0.03% | +17.2% |
| WBS | Buy | WEBSTER FINL CORP | $437,587 | +3.9% | 8,619 | +3.9% | 0.03% | -2.9% |
| SRE | Buy | SEMPRA | $429,974 | -3.7% | 5,986 | +0.2% | 0.03% | -8.1% |
| O | Buy | REALTY INCOME CORP | $437,874 | -5.8% | 8,094 | +0.0% | 0.03% | -10.5% |
| HDV | ISHARES TRcore high dv etf | $425,411 | +8.1% | 3,860 | 0.0% | 0.03% | 0.0% | |
| QSR | Sell | RESTAURANT BRANDS INTL INC | $417,984 | +1.0% | 5,261 | -0.7% | 0.03% | -2.9% |
| DTD | WISDOMTREE TRus total dividnd | $415,834 | +8.2% | 5,880 | 0.0% | 0.03% | +3.1% | |
| WFC | Buy | WELLS FARGO CO NEW | $417,129 | +79.7% | 7,197 | +52.6% | 0.03% | +73.7% |
| EFV | ISHARES TReafe value etf | $424,483 | +4.4% | 7,803 | 0.0% | 0.03% | -2.9% | |
| IWP | Sell | ISHARES TRrus md cp gr etf | $419,122 | -0.2% | 3,672 | -8.7% | 0.03% | -5.7% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $407,057 | +3.8% | 1,517 | +1.3% | 0.03% | 0.0% |
| AZO | AUTOZONE INC | $406,563 | +21.9% | 129 | 0.0% | 0.03% | +14.3% | |
| IWL | Sell | ISHARES TRrus top 200 etf | $399,284 | -3.5% | 3,141 | -12.6% | 0.03% | -8.8% |
| DKS | DICKS SPORTING GOODS INC | $398,902 | +53.0% | 1,774 | 0.0% | 0.03% | +40.9% | |
| IYR | ISHARES TRu.s. real es etf | $389,896 | -1.7% | 4,337 | 0.0% | 0.03% | -6.1% | |
| IGIB | ISHARES TR | $396,546 | -0.8% | 7,685 | 0.0% | 0.03% | -6.1% | |
| MU | Buy | MICRON TECHNOLOGY INC | $377,863 | +72.7% | 3,205 | +25.0% | 0.03% | +66.7% |
| IJK | ISHARES TRs&p mc 400gr etf | $376,315 | +15.2% | 4,124 | 0.0% | 0.03% | +11.1% | |
| OTIS | Sell | OTIS WORLDWIDE CORP | $378,449 | +10.6% | 3,812 | -0.3% | 0.03% | +7.1% |
| Sell | HALEON PLCspon ads | $365,868 | +2.0% | 43,094 | -1.1% | 0.03% | -3.3% | |
| ELF | Buy | E L F BEAUTY INC | $369,124 | +37.6% | 1,883 | +1.3% | 0.03% | +31.8% |
| Buy | VERALTO CORP | $370,421 | +8.9% | 4,178 | +1.1% | 0.03% | +3.6% | |
| CSGP | Buy | COSTAR GROUP INC | $368,336 | +11.9% | 3,813 | +1.2% | 0.03% | +7.4% |
| VGT | Buy | VANGUARD WORLD FDinf tech etf | $364,941 | +9.9% | 696 | +1.5% | 0.03% | +7.4% |
| TXRH | Buy | TEXAS ROADHOUSE INC | $354,509 | +28.2% | 2,295 | +1.4% | 0.03% | +21.7% |
| USHY | Sell | ISHARES TRbroad usd high | $360,987 | -43.2% | 9,866 | -43.6% | 0.03% | -47.2% |
| IWS | ISHARES TRrus mdcp val etf | $351,049 | +7.8% | 2,801 | 0.0% | 0.03% | +3.7% | |
| SFIX | Buy | STITCH FIX INC | $354,259 | +511.4% | 134,189 | +726.7% | 0.03% | +460.0% |
| GLW | Sell | CORNING INC | $342,411 | +4.2% | 10,389 | -3.7% | 0.03% | 0.0% |
| CASY | Buy | CASEYS GEN STORES INC | $333,099 | +17.8% | 1,046 | +1.7% | 0.03% | +13.0% |
| COF | Buy | CAPITAL ONE FINL CORP | $329,494 | +15.2% | 2,213 | +1.5% | 0.03% | +8.3% |
| THC | Buy | TENET HEALTHCARE CORP | $330,676 | +41.2% | 3,146 | +1.5% | 0.03% | +36.8% |
| LOW | Buy | LOWES COS INC | $336,244 | +17.9% | 1,320 | +3.0% | 0.03% | +8.3% |
| XLI | SELECT SECTOR SPDR TRindl | $328,504 | +10.5% | 2,608 | 0.0% | 0.03% | +4.0% | |
| VIAC | Buy | PARAMOUNT GLOBAL | $334,947 | -19.9% | 28,458 | +0.7% | 0.03% | -25.7% |
| NVS | Buy | NOVARTIS AGsponsored adr | $324,916 | -3.9% | 3,359 | +0.3% | 0.02% | -10.7% |
| DSI | ISHARES TRmsci kld400 soc | $313,721 | +10.7% | 3,112 | 0.0% | 0.02% | +8.7% | |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $315,117 | +1.4% | 4,054 | +0.9% | 0.02% | -3.8% |
| EHC | Buy | ENCOMPASS HEALTH CORP | $315,043 | +26.0% | 3,815 | +1.8% | 0.02% | +19.0% |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $323,204 | – | 939 | +100.0% | 0.02% | – |
| LKQ | Buy | LKQ CORP | $309,722 | +13.3% | 5,799 | +1.4% | 0.02% | +4.3% |
| AOS | Buy | SMITH A O CORP | $310,963 | +14.4% | 3,476 | +5.5% | 0.02% | +9.1% |
| MO | Buy | ALTRIA GROUP INC | $300,494 | +13.9% | 6,889 | +5.3% | 0.02% | +9.1% |
| PSX | Buy | PHILLIPS 66 | $304,302 | +23.1% | 1,863 | +0.3% | 0.02% | +20.0% |
| CROX | New | CROCS INC | $300,830 | – | 2,092 | +100.0% | 0.02% | – |
| MYRG | Sell | MYR GROUP INC DEL | $308,075 | +21.0% | 1,743 | -1.0% | 0.02% | +14.3% |
| KNX | Sell | KNIGHT-SWIFT TRANSN HLDGS INcl a | $286,929 | -85.5% | 5,215 | -84.8% | 0.02% | -85.9% |
| INGR | Buy | INGREDION INC | $299,370 | +8.1% | 2,562 | +0.4% | 0.02% | 0.0% |
| WM | New | WASTE MGMT INC DEL | $279,653 | – | 1,312 | +100.0% | 0.02% | – |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $286,463 | +2.8% | 5,492 | +2.9% | 0.02% | -4.3% |
| IDV | Buy | ISHARES TRintl sel div etf | $274,741 | +0.2% | 9,798 | +0.0% | 0.02% | -4.3% |
| FICO | Buy | FAIR ISAAC CORP | $276,164 | +9.3% | 221 | +1.8% | 0.02% | +4.8% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $281,267 | -46.8% | 5,575 | -47.1% | 0.02% | -50.0% |
| PKG | Buy | PACKAGING CORP AMER | $283,911 | +19.2% | 1,496 | +2.3% | 0.02% | +10.0% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $269,920 | -19.3% | 9,250 | -27.2% | 0.02% | -25.0% |
| BRO | Buy | BROWN & BROWN INC | $272,074 | +26.0% | 3,108 | +2.3% | 0.02% | +16.7% |
| WCC | Buy | WESCO INTL INC | $273,363 | +4.0% | 1,596 | +5.6% | 0.02% | -4.5% |
| NUV | NUVEEN MUN VALUE FD INC | $266,927 | +1.3% | 30,646 | 0.0% | 0.02% | -4.5% | |
| SYY | Buy | SYSCO CORP | $251,782 | +18.9% | 3,102 | +7.2% | 0.02% | +11.1% |
| INTU | Buy | INTUIT | $252,195 | +11.9% | 388 | +7.5% | 0.02% | +5.3% |
| NFG | Sell | NATIONAL FUEL GAS CO | $255,868 | +6.4% | 4,763 | -0.6% | 0.02% | 0.0% |
| EXP | New | EAGLE MATLS INC | $251,912 | – | 927 | +100.0% | 0.02% | – |
| DWM | WISDOMTREE TRintl equity fd | $250,052 | +4.4% | 4,563 | 0.0% | 0.02% | 0.0% | |
| DOL | WISDOMTREE TRintl lrgcap dv | $249,615 | +5.0% | 4,827 | 0.0% | 0.02% | 0.0% | |
| WRB | Buy | BERKLEY W R CORP | $252,496 | +25.6% | 2,855 | +0.4% | 0.02% | +17.6% |
| New | PHINIA INC | $250,602 | – | 6,521 | +100.0% | 0.02% | – | |
| AMH | Buy | AMERICAN HOMES 4 RENTcl a | $251,502 | +20.1% | 6,838 | +17.4% | 0.02% | +17.6% |
| PGR | New | PROGRESSIVE CORP | $258,973 | – | 1,252 | +100.0% | 0.02% | – |
| ABNB | Sell | AIRBNB INC | $250,079 | +19.3% | 1,516 | -1.6% | 0.02% | +17.6% |
| SF | New | STIFEL FINL CORP | $251,473 | – | 3,217 | +100.0% | 0.02% | – |
| SMCI | Sell | SUPER MICRO COMPUTER INC | $258,568 | +2.8% | 256 | -71.1% | 0.02% | -4.8% |
| SIGI | Sell | SELECTIVE INS GROUP INC | $258,624 | +8.5% | 2,369 | -1.2% | 0.02% | 0.0% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $242,025 | -1.8% | 1,381 | -7.9% | 0.02% | -5.0% |
| UCBI | Buy | UNITED CMNTY BKS BLAIRSVLE G | $238,249 | -8.7% | 9,052 | +1.4% | 0.02% | -13.6% |
| BX | Sell | BLACKSTONE INC | $238,661 | -8.9% | 1,817 | -9.2% | 0.02% | -13.6% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $245,919 | +8.2% | 1,510 | -0.7% | 0.02% | 0.0% |
| Buy | BROOKFIELD CORPcl a ltd vt sh | $238,282 | +4.6% | 5,691 | +0.2% | 0.02% | 0.0% | |
| Buy | KENVUE INC | $239,709 | +15.7% | 11,170 | +16.1% | 0.02% | +11.8% | |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $241,647 | -3.3% | 6,113 | -2.0% | 0.02% | -9.5% |
| EGP | Buy | EASTGROUP PPTYS INC | $223,814 | -0.7% | 1,245 | +1.4% | 0.02% | -5.3% |
| PCAR | New | PACCAR INC | $224,489 | – | 1,812 | +100.0% | 0.02% | – |
| IP | Buy | INTERNATIONAL PAPER CO | $223,546 | +9.4% | 5,729 | +1.4% | 0.02% | +5.9% |
| AIT | Buy | APPLIED INDL TECHNOLOGIES IN | $232,714 | +15.5% | 1,178 | +0.9% | 0.02% | +5.9% |
| XLC | Sell | SELECT SECTOR SPDR TR | $233,431 | +1.7% | 2,859 | -9.5% | 0.02% | -5.3% |
| AVY | Buy | AVERY DENNISON CORP | $235,306 | +14.3% | 1,054 | +3.5% | 0.02% | +5.9% |
| BDX | Buy | BECTON DICKINSON & CO | $227,901 | +2.0% | 921 | +0.5% | 0.02% | 0.0% |
| RBB FD INCmotley fool gbl | $225,264 | +9.0% | 7,432 | 0.0% | 0.02% | +5.9% | ||
| BERY | Buy | BERRY GLOBAL GROUP INC | $228,312 | -9.1% | 3,775 | +1.3% | 0.02% | -14.3% |
| SCZ | ISHARES TReafe sml cp etf | $231,978 | +2.3% | 3,663 | 0.0% | 0.02% | -5.3% | |
| MMM | Sell | 3M CO | $228,415 | -86.9% | 2,153 | -86.5% | 0.02% | -87.5% |
| SAIC | Buy | SCIENCE APPLICATIONS INTL CO | $234,832 | +6.4% | 1,801 | +1.5% | 0.02% | 0.0% |
| SCHW | Buy | SCHWAB CHARLES CORP | $229,028 | +11.4% | 3,166 | +5.9% | 0.02% | +5.9% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $215,397 | +4.1% | 450 | +1.8% | 0.02% | 0.0% |
| XBI | Sell | SPDR SER TRs&p biotech | $222,612 | -0.5% | 2,346 | -6.4% | 0.02% | -10.5% |
| VRT | New | VERTIV HOLDINGS CO | $222,959 | – | 2,730 | +100.0% | 0.02% | – |
| RWR | SPDR SER TRdj reit etf | $211,591 | -1.1% | 2,245 | 0.0% | 0.02% | -5.6% | |
| RY | Buy | ROYAL BK CDA | $222,945 | +0.2% | 2,210 | +0.5% | 0.02% | -5.6% |
| MLPX | Sell | GLOBAL X FDSglb x mlp enrg i | $220,161 | -1.2% | 4,494 | -10.0% | 0.02% | -5.6% |
| TD | Buy | TORONTO DOMINION BK ONT | $200,234 | -6.4% | 3,316 | +0.2% | 0.02% | -11.1% |
| IWN | New | ISHARES TRrus 2000 val etf | $202,324 | – | 1,274 | +100.0% | 0.02% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $204,500 | – | 3,115 | +100.0% | 0.02% | – |
| DD | Sell | DUPONT DE NEMOURS INC | $207,239 | -2.5% | 2,703 | -2.1% | 0.02% | -11.1% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $209,757 | -92.3% | 1,298 | -92.6% | 0.02% | -92.9% |
| TPX | New | TEMPUR SEALY INTL INC | $200,518 | – | 3,529 | +100.0% | 0.02% | – |
| YETI | Buy | YETI HLDGS INC | $200,306 | -20.8% | 5,196 | +6.3% | 0.02% | -23.8% |
| CVS | Sell | CVS HEALTH CORP | $204,265 | -14.8% | 2,561 | -15.7% | 0.02% | -20.0% |
| KWR | QUAKER HOUGHTON | $205,250 | -3.8% | 1,000 | 0.0% | 0.02% | -11.1% | |
| NMFC | Sell | NEW MTN FIN CORP | $195,498 | -29.7% | 15,430 | -29.4% | 0.02% | -34.8% |
| MRCC | Buy | MONROE CAP CORP | $180,309 | +41.4% | 25,043 | +38.7% | 0.01% | +27.3% |
| Sell | BGC GROUP INCcl a | $157,747 | +6.1% | 20,302 | -1.5% | 0.01% | 0.0% | |
| F | New | FORD MTR CO DEL | $137,164 | – | 10,329 | +100.0% | 0.01% | – |
| LBAI | Exit | LAKELAND BANCORP INC | $0 | – | -10,335 | -100.0% | -0.01% | – |
| GDX | Exit | VANECK ETF TRUSTgold miners etf | $0 | – | -6,815 | -100.0% | -0.02% | – |
| CDW | Exit | CDW CORP | $0 | – | -894 | -100.0% | -0.02% | – |
| POR | Exit | PORTLAND GEN ELEC CO | $0 | – | -4,677 | -100.0% | -0.02% | – |
| ACLS | Exit | AXCELIS TECHNOLOGIES INC | $0 | – | -1,546 | -100.0% | -0.02% | – |
| ASML | Exit | ASML HOLDING N V | $0 | – | -304 | -100.0% | -0.02% | – |
| OKE | Exit | ONEOK INC NEW | $0 | – | -3,314 | -100.0% | -0.02% | – |
| EAGG | Exit | ISHARES TResg awr us agrgt | $0 | – | -6,347 | -100.0% | -0.02% | – |
| CPNG | Exit | COUPANG INCcl a | $0 | – | -18,543 | -100.0% | -0.02% | – |
| PGTI | Exit | PGT INNOVATIONS INC | $0 | – | -7,865 | -100.0% | -0.03% | – |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -11,014 | -100.0% | -0.03% | – |
| FR | Exit | FIRST INDL RLTY TR INC | $0 | – | -7,422 | -100.0% | -0.03% | – |
| AA | Exit | ALCOA CORP | $0 | – | -13,548 | -100.0% | -0.04% | – |
| VSTO | Exit | VISTA OUTDOOR INC | $0 | – | -15,895 | -100.0% | -0.04% | – |
| INFL | Exit | LISTED FD TRhorizon kinetics | $0 | – | -33,789 | -100.0% | -0.09% | – |
| ON | Exit | ON SEMICONDUCTOR CORP | $0 | – | -14,705 | -100.0% | -0.10% | – |
| EMN | Exit | EASTMAN CHEM CO | $0 | – | -14,103 | -100.0% | -0.10% | – |
| Exit | HEALTHCARE RLTY TR | $0 | – | -74,998 | -100.0% | -0.11% | – | |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -8,610 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-05-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 23 | Q2 2024 | 15.4% |
| APPLE INC | 23 | Q2 2024 | 9.1% |
| ISHARES TR | 23 | Q2 2024 | 10.9% |
| ISHARES TR | 23 | Q2 2024 | 5.0% |
| MICROSOFT CORP | 23 | Q2 2024 | 4.8% |
| ISHARES TR | 23 | Q2 2024 | 9.2% |
| PEPSICO INC | 23 | Q2 2024 | 3.1% |
| ISHARES TR | 23 | Q2 2024 | 5.0% |
| INVESCO EXCHANGE TRADED FD T | 23 | Q2 2024 | 5.1% |
| VANGUARD SPECIALIZED FUNDS | 23 | Q2 2024 | 6.5% |
View GYL FINANCIAL SYNERGIES, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-07-23 |
| 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 |
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.