Gyl Financial Synergies, LLC Top Holdings and 13F Report (2024)

About Gyl Financial Synergies, LLC

Investment Activity

Gyl Financial Synergies, LLC has $1.33 billion in total holdings as of September 30, 2024.
Gyl Financial Synergies, LLC owns shares of 361 different stocks, but just 88 companies or ETFs make up 80% of its holdings.
Approximately 2.91% of the portfolio was purchased this quarter.
About 5.00% of the portfolio was sold this quarter.
This quarter, Gyl Financial Synergies, LLC has purchased 365 new stocks and bought additional shares in 119 stocks.
Gyl Financial Synergies, LLC sold shares of 197 stocks and completely divested from 23 stocks this quarter.

Largest Holdings

iShares MSCI USA Quality Factor ETF: $105,068,703
Microsoft: $60,363,711
Invesco S&P 500 Equal Weight ETF: $53,974,787
Apple: $50,453,216
Amazon.com: $33,627,944

Largest New Holdings this Quarter

WillScot Mobile Mini: $2,311,122 Holding
KLA: $2,039,022 Holding
CME Group: $1,484,975 Holding
iShares Core U.S. Aggregate Bond ETF: $1,438,135 Holding
3M: $377,429 Holding

Largest Purchases this Quarter

Broadcom: 69,163 shares (about $11.93M)
WillScot Mobile Mini: 61,466 shares (about $2.31M)
NextEra Energy: 26,845 shares (about $2.27M)
KLA: 2,633 shares (about $2.04M)
CME Group: 6,730 shares (about $1.48M)

Largest Sales this Quarter

Procter & Gamble: 23,017 shares (about $3.99M)
Palantir Technologies: 78,262 shares (about $2.91M)
Johnson & Johnson: 15,919 shares (about $2.58M)
Merck & Co., Inc.: 21,268 shares (about $2.42M)
American Tower: 9,659 shares (about $2.25M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
QUAL iShares MSCI USA Quality Factor ETF	$105,068,703	$135,371 ▼	-0.1%	585,994	7.9%	ETF
MSFT Microsoft	$60,363,711	$36,575 ▲	0.1%	140,283	4.5%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$53,974,787	$279,489 ▼	-0.5%	301,266	4.1%	ETF
AAPL Apple	$50,453,216	$1,751,930 ▼	-3.4%	216,537	3.8%	Computer and Technology
AMZN Amazon.com	$33,627,944	$708,055 ▲	2.2%	180,475	2.5%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$32,131,932	$566,371 ▼	-1.7%	152,385	2.4%	Finance
GOOGL Alphabet	$25,321,592	$80,437 ▼	-0.3%	152,678	1.9%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$22,795,870	$451,545 ▲	2.0%	39,731	1.7%	Finance
META Meta Platforms	$22,537,523	$266,757 ▲	1.2%	39,371	1.7%	Computer and Technology
NVDA NVIDIA	$20,211,593	$175,723 ▼	-0.9%	166,433	1.5%	Computer and Technology
EMXC iShares MSCI Emerging Markets ex China ETF	$19,105,548	$222,563 ▲	1.2%	312,642	1.4%	Manufacturing
MDY SPDR S&P MidCap 400 ETF Trust	$19,055,331	$256,919 ▲	1.4%	33,450	1.4%	ETF
GS The Goldman Sachs Group	$18,420,631	$393,119 ▼	-2.1%	37,205	1.4%	Finance
PM Philip Morris International	$18,034,935	$96,513 ▼	-0.5%	148,558	1.4%	Consumer Staples
LLY Eli Lilly and Company	$17,194,645	$961,263 ▼	-5.3%	19,408	1.3%	Medical
SMLF iShares U.S. Small Cap Equity Factor ETF	$17,029,411	$349,731 ▲	2.1%	256,660	1.3%	ETF
IUSB iShares Core Total USD Bond Market ETF	$16,215,606	$201,862 ▼	-1.2%	344,134	1.2%	Manufacturing
BRK.B Berkshire Hathaway	$15,833,749	$266,028 ▼	-1.7%	34,402	1.2%	Finance
PG Procter & Gamble	$14,222,890	$3,986,559 ▼	-21.9%	82,118	1.1%	Consumer Staples
VEA Vanguard FTSE Developed Markets ETF	$14,129,196	$485,799 ▲	3.6%	267,548	1.1%	ETF
C Citigroup	$13,907,670	$63 ▼	0.0%	222,167	1.0%	Finance
IVV iShares Core S&P 500 ETF	$13,621,806	$184,008 ▼	-1.3%	23,615	1.0%	ETF
IQV IQVIA	$13,332,406	$21,327 ▲	0.2%	56,262	1.0%	Medical
AVGO Broadcom	$13,271,627	$11,930,613 ▲	889.7%	76,937	1.0%	Computer and Technology
V Visa	$13,063,534	$261,755 ▲	2.0%	47,512	1.0%	Business Services
CVX Chevron	$12,250,840	$18,851 ▼	-0.2%	83,186	0.9%	Oils/Energy
GEHC GE HealthCare Technologies	$11,875,067	$59,595 ▲	0.5%	126,532	0.9%	Medical
SCHB Schwab US Broad Market ETF	$11,846,130	$434,508 ▲	3.8%	178,084	0.9%	ETF
GOOG Alphabet	$11,592,937	$85,434 ▲	0.7%	69,340	0.9%	Computer and Technology
IBB iShares Biotechnology ETF	$10,247,199	$70,616 ▲	0.7%	70,379	0.8%	Finance
SPG Simon Property Group	$10,228,618	$32,621 ▲	0.3%	60,517	0.8%	Finance
VFQY Vanguard U.S. Quality Factor ETF	$9,722,637	$95,586 ▲	1.0%	68,048	0.7%	ETF
ZTS Zoetis	$9,279,056	$18,366 ▲	0.2%	47,492	0.7%	Medical
VTI Vanguard Total Stock Market ETF	$9,035,070	$889,689 ▼	-9.0%	31,908	0.7%	ETF
AMT American Tower	$8,925,188	$2,246,297 ▼	-20.1%	38,378	0.7%	Finance
QQQ Invesco QQQ	$8,796,141	$160,578 ▲	1.9%	18,022	0.7%	Finance
XLE Energy Select Sector SPDR Fund	$8,554,747	$73,138 ▼	-0.8%	97,434	0.6%	ETF
PFE Pfizer	$8,282,045	$1,246,995 ▼	-13.1%	286,180	0.6%	Medical
NFLX Netflix	$7,905,750	$84,406 ▼	-1.1%	11,146	0.6%	Consumer Discretionary
VHT Vanguard Health Care ETF	$7,684,329	$417,093 ▼	-5.1%	27,230	0.6%	ETF
HLT Hilton Worldwide	$7,588,521	$2,184,679 ▼	-22.4%	32,922	0.6%	Consumer Discretionary
IAU iShares Gold Trust	$7,416,085	$94,679 ▼	-1.3%	149,217	0.6%	Finance
VOO Vanguard S&P 500 ETF	$7,318,671	$264,359 ▲	3.7%	13,870	0.6%	ETF
ICF iShares Cohen & Steers REIT ETF	$7,290,563	$19,839 ▼	-0.3%	110,614	0.5%	ETF
UNH UnitedHealth Group	$7,123,021	$731,421 ▼	-9.3%	12,183	0.5%	Medical
ABBV AbbVie	$7,083,130	$243,490 ▼	-3.3%	35,868	0.5%	Medical
LMT Lockheed Martin	$7,071,673	$366,532 ▲	5.5%	12,097	0.5%	Aerospace
MAR Marriott International	$6,954,153	$78,807 ▼	-1.1%	27,973	0.5%	Consumer Discretionary
VRTX Vertex Pharmaceuticals	$6,921,321	$128,362 ▼	-1.8%	14,882	0.5%	Medical
IJH iShares Core S&P Mid-Cap ETF	$6,727,725	$153,992 ▲	2.3%	107,955	0.5%	ETF
PEP PepsiCo	$6,515,981	$1,204,465 ▼	-15.6%	38,318	0.5%	Consumer Staples
AXP American Express	$6,287,211	$49,358 ▼	-0.8%	23,183	0.5%	Finance
XLK Technology Select Sector SPDR Fund	$6,235,785	$123,041 ▲	2.0%	27,621	0.5%	ETF
PFFD Global X U.S. Preferred ETF	$6,091,764	$130,104 ▲	2.2%	293,155	0.5%	ETF
IJR iShares Core S&P Small-Cap ETF	$5,936,894	$172,399 ▲	3.0%	50,760	0.4%	ETF
UNP Union Pacific	$5,788,120	$509,230 ▲	9.6%	23,483	0.4%	Transportation
MBB iShares MBS ETF	$5,745,917	$55,761 ▲	1.0%	59,972	0.4%	ETF
CMI Cummins	$5,532,600	$139,230 ▼	-2.5%	17,087	0.4%	Auto/Tires/Trucks
CDNS Cadence Design Systems	$5,513,021	$6,505 ▼	-0.1%	20,341	0.4%	Computer and Technology
XOM Exxon Mobil	$5,486,602	$582,935 ▼	-9.6%	46,806	0.4%	Oils/Energy
DEO Diageo	$5,470,821	$147,496 ▲	2.8%	38,983	0.4%	Consumer Staples
CMG Chipotle Mexican Grill	$5,411,613	$59,637 ▲	1.1%	93,919	0.4%	Retail/Wholesale
VZ Verizon Communications	$5,366,980	$34,940 ▼	-0.6%	119,505	0.4%	Computer and Technology
WMT Walmart	$5,307,548	$5,653 ▲	0.1%	65,728	0.4%	Retail/Wholesale
SHEL Shell	$5,139,937	$181,098 ▲	3.7%	77,937	0.4%	Oils/Energy
VIG Vanguard Dividend Appreciation ETF	$5,130,988	$141,812 ▼	-2.7%	25,906	0.4%	ETF
MRK Merck & Co., Inc.	$4,986,182	$2,415,189 ▼	-32.6%	43,908	0.4%	Medical
MCK McKesson	$4,866,576	$38,565 ▼	-0.8%	9,843	0.4%	Medical
COST Costco Wholesale	$4,866,523	$44,330 ▼	-0.9%	5,489	0.4%	Retail/Wholesale
KO Coca-Cola	$4,802,049	$75,166 ▼	-1.5%	66,825	0.4%	Consumer Staples
HD Home Depot	$4,766,345	$131,284 ▲	2.8%	11,763	0.4%	Retail/Wholesale
T AT&T	$4,570,520	$10,450 ▲	0.2%	207,751	0.3%	Computer and Technology
PH Parker-Hannifin	$4,496,663	$10,741 ▼	-0.2%	7,117	0.3%	Industrial Products
BXP Boston Properties	$4,460,259	$156,416 ▼	-3.4%	55,434	0.3%	Finance
UL Unilever	$4,421,699	$183,057 ▲	4.3%	68,068	0.3%	Consumer Staples
AMP Ameriprise Financial	$4,352,790	$9,866 ▼	-0.2%	9,265	0.3%	Finance
SCHD Schwab US Dividend Equity ETF	$4,176,046	$59,171 ▼	-1.4%	49,403	0.3%	ETF
MUB iShares National Muni Bond ETF	$4,165,560	$224,649 ▲	5.7%	38,346	0.3%	ETF
PLTR Palantir Technologies	$4,025,524	$2,911,347 ▼	-42.0%	108,213	0.3%	Business Services
BCO Brink's	$4,023,046	$9,136 ▲	0.2%	34,789	0.3%	Business Services
JNJ Johnson & Johnson	$3,944,287	$2,579,879 ▼	-39.5%	24,338	0.3%	Medical
VWO Vanguard FTSE Emerging Markets ETF	$3,939,370	$55,602 ▲	1.4%	82,327	0.3%	ETF
DVN Devon Energy	$3,881,221	$90,054 ▲	2.4%	99,213	0.3%	Oils/Energy
DHR Danaher	$3,818,206	$25,299 ▼	-0.7%	13,734	0.3%	Multi-Sector Conglomerates
AIA iShares Asia 50 ETF	$3,800,482	$240,331 ▼	-5.9%	52,580	0.3%	ETF
IBM International Business Machines	$3,664,843	$875,919 ▼	-19.3%	16,577	0.3%	Computer and Technology
ICE Intercontinental Exchange	$3,596,730	$9,478 ▼	-0.3%	22,390	0.3%	Finance
BLDR Builders FirstSource	$3,588,542	$886,328 ▲	32.8%	18,511	0.3%	Retail/Wholesale
GE General Electric	$3,551,516	$16,406 ▲	0.5%	18,833	0.3%	Transportation
SO Southern	$3,498,355	$10,100 ▼	-0.3%	38,793	0.3%	Utilities
CAG Conagra Brands	$3,459,653	$333,201 ▼	-8.8%	106,385	0.3%	Consumer Staples
DELL Dell Technologies	$3,446,080	$10,076 ▼	-0.3%	29,071	0.3%	Computer and Technology
KMI Kinder Morgan	$3,250,983	$17,849 ▲	0.6%	147,170	0.2%	Oils/Energy
VEU Vanguard FTSE All-World ex-US ETF	$3,116,139	$229,255 ▲	7.9%	49,463	0.2%	ETF
NOW ServiceNow	$3,023,933	$17,888 ▼	-0.6%	3,381	0.2%	Computer and Technology
NEE NextEra Energy	$2,983,846	$2,269,224 ▲	317.5%	35,299	0.2%	Utilities
BKNG Booking	$2,935,848	$58,970 ▼	-2.0%	697	0.2%	Retail/Wholesale
XLF Financial Select Sector SPDR Fund	$2,894,963	$41,649 ▼	-1.4%	63,878	0.2%	ETF
FCX Freeport-McMoRan	$2,869,520	$29,503 ▲	1.0%	57,482	0.2%	Basic Materials
VO Vanguard Mid-Cap ETF	$2,841,799	$9,762 ▲	0.3%	10,771	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Gyl Financial Synergies, LLC Top Holdings and 13F Report (2024)

About Gyl Financial Synergies, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Gyl Financial Synergies, LLC Top Holdings and 13F Report (2024)

About Gyl Financial Synergies, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGyl Financial Synergies, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools