Gyl Financial Synergies, LLC Top Holdings and 13F Report (2024) About Gyl Financial Synergies, LLCInvestment ActivityGyl 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 $105,068,703Microsoft $60,363,711Invesco S&P 500 Equal Weight ETF $53,974,787Apple $50,453,216Amazon.com $33,627,944 Largest New Holdings this Quarter WillScot Mobile Mini $2,311,122 HoldingKLA $2,039,022 HoldingCME Group $1,484,975 HoldingiShares Core U.S. Aggregate Bond ETF $1,438,135 Holding3M $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 INC 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 TimeMap of 500 Largest Holdings ofGyl Financial Synergies, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQUALiShares MSCI USA Quality Factor ETF$105,068,703$135,371 ▼-0.1%585,9947.9%ETFMSFTMicrosoft$60,363,711$36,575 ▲0.1%140,2834.5%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$53,974,787$279,489 ▼-0.5%301,2664.1%ETFAAPLApple$50,453,216$1,751,930 ▼-3.4%216,5373.8%Computer and TechnologyAMZNAmazon.com$33,627,944$708,055 ▲2.2%180,4752.5%Retail/WholesaleJPMJPMorgan Chase & Co.$32,131,932$566,371 ▼-1.7%152,3852.4%FinanceGOOGLAlphabet$25,321,592$80,437 ▼-0.3%152,6781.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$22,795,870$451,545 ▲2.0%39,7311.7%FinanceMETAMeta Platforms$22,537,523$266,757 ▲1.2%39,3711.7%Computer and TechnologyNVDANVIDIA$20,211,593$175,723 ▼-0.9%166,4331.5%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$19,105,548$222,563 ▲1.2%312,6421.4%ManufacturingMDYSPDR S&P MidCap 400 ETF Trust$19,055,331$256,919 ▲1.4%33,4501.4%ETFGSThe Goldman Sachs Group$18,420,631$393,119 ▼-2.1%37,2051.4%FinancePMPhilip Morris International$18,034,935$96,513 ▼-0.5%148,5581.4%Consumer StaplesLLYEli Lilly and Company$17,194,645$961,263 ▼-5.3%19,4081.3%MedicalSMLFiShares U.S. Small Cap Equity Factor ETF$17,029,411$349,731 ▲2.1%256,6601.3%ETFIUSBiShares Core Total USD Bond Market ETF$16,215,606$201,862 ▼-1.2%344,1341.2%ManufacturingBRK.BBerkshire Hathaway$15,833,749$266,028 ▼-1.7%34,4021.2%FinancePGProcter & Gamble$14,222,890$3,986,559 ▼-21.9%82,1181.1%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$14,129,196$485,799 ▲3.6%267,5481.1%ETFCCitigroup$13,907,670$63 ▼0.0%222,1671.0%FinanceIVViShares Core S&P 500 ETF$13,621,806$184,008 ▼-1.3%23,6151.0%ETFIQVIQVIA$13,332,406$21,327 ▲0.2%56,2621.0%MedicalAVGOBroadcom$13,271,627$11,930,613 ▲889.7%76,9371.0%Computer and TechnologyVVisa$13,063,534$261,755 ▲2.0%47,5121.0%Business ServicesCVXChevron$12,250,840$18,851 ▼-0.2%83,1860.9%Oils/EnergyGEHCGE HealthCare Technologies$11,875,067$59,595 ▲0.5%126,5320.9%MedicalSCHBSchwab US Broad Market ETF$11,846,130$434,508 ▲3.8%178,0840.9%ETFGOOGAlphabet$11,592,937$85,434 ▲0.7%69,3400.9%Computer and TechnologyIBBiShares Biotechnology ETF$10,247,199$70,616 ▲0.7%70,3790.8%FinanceSPGSimon Property Group$10,228,618$32,621 ▲0.3%60,5170.8%FinanceVFQYVanguard U.S. Quality Factor ETF$9,722,637$95,586 ▲1.0%68,0480.7%ETFZTSZoetis$9,279,056$18,366 ▲0.2%47,4920.7%MedicalVTIVanguard Total Stock Market ETF$9,035,070$889,689 ▼-9.0%31,9080.7%ETFAMTAmerican Tower$8,925,188$2,246,297 ▼-20.1%38,3780.7%FinanceQQQInvesco QQQ$8,796,141$160,578 ▲1.9%18,0220.7%FinanceXLEEnergy Select Sector SPDR Fund$8,554,747$73,138 ▼-0.8%97,4340.6%ETFPFEPfizer$8,282,045$1,246,995 ▼-13.1%286,1800.6%MedicalNFLXNetflix$7,905,750$84,406 ▼-1.1%11,1460.6%Consumer DiscretionaryVHTVanguard Health Care ETF$7,684,329$417,093 ▼-5.1%27,2300.6%ETFHLTHilton Worldwide$7,588,521$2,184,679 ▼-22.4%32,9220.6%Consumer DiscretionaryIAUiShares Gold Trust$7,416,085$94,679 ▼-1.3%149,2170.6%FinanceVOOVanguard S&P 500 ETF$7,318,671$264,359 ▲3.7%13,8700.6%ETFICFiShares Cohen & Steers REIT ETF$7,290,563$19,839 ▼-0.3%110,6140.5%ETFUNHUnitedHealth Group$7,123,021$731,421 ▼-9.3%12,1830.5%MedicalABBVAbbVie$7,083,130$243,490 ▼-3.3%35,8680.5%MedicalLMTLockheed Martin$7,071,673$366,532 ▲5.5%12,0970.5%AerospaceMARMarriott International$6,954,153$78,807 ▼-1.1%27,9730.5%Consumer DiscretionaryVRTXVertex Pharmaceuticals$6,921,321$128,362 ▼-1.8%14,8820.5%MedicalIJHiShares Core S&P Mid-Cap ETF$6,727,725$153,992 ▲2.3%107,9550.5%ETFPEPPepsiCo$6,515,981$1,204,465 ▼-15.6%38,3180.5%Consumer StaplesAXPAmerican Express$6,287,211$49,358 ▼-0.8%23,1830.5%FinanceXLKTechnology Select Sector SPDR Fund$6,235,785$123,041 ▲2.0%27,6210.5%ETFPFFDGlobal X U.S. Preferred ETF$6,091,764$130,104 ▲2.2%293,1550.5%ETFIJRiShares Core S&P Small-Cap ETF$5,936,894$172,399 ▲3.0%50,7600.4%ETFUNPUnion Pacific$5,788,120$509,230 ▲9.6%23,4830.4%TransportationMBBiShares MBS ETF$5,745,917$55,761 ▲1.0%59,9720.4%ETFCMICummins$5,532,600$139,230 ▼-2.5%17,0870.4%Auto/Tires/TrucksCDNSCadence Design Systems$5,513,021$6,505 ▼-0.1%20,3410.4%Computer and TechnologyXOMExxon Mobil$5,486,602$582,935 ▼-9.6%46,8060.4%Oils/EnergyDEODiageo$5,470,821$147,496 ▲2.8%38,9830.4%Consumer StaplesCMGChipotle Mexican Grill$5,411,613$59,637 ▲1.1%93,9190.4%Retail/WholesaleVZVerizon Communications$5,366,980$34,940 ▼-0.6%119,5050.4%Computer and TechnologyWMTWalmart$5,307,548$5,653 ▲0.1%65,7280.4%Retail/WholesaleSHELShell$5,139,937$181,098 ▲3.7%77,9370.4%Oils/EnergyVIGVanguard Dividend Appreciation ETF$5,130,988$141,812 ▼-2.7%25,9060.4%ETFMRKMerck & Co., Inc.$4,986,182$2,415,189 ▼-32.6%43,9080.4%MedicalMCKMcKesson$4,866,576$38,565 ▼-0.8%9,8430.4%MedicalCOSTCostco Wholesale$4,866,523$44,330 ▼-0.9%5,4890.4%Retail/WholesaleKOCoca-Cola$4,802,049$75,166 ▼-1.5%66,8250.4%Consumer StaplesHDHome Depot$4,766,345$131,284 ▲2.8%11,7630.4%Retail/WholesaleTAT&T$4,570,520$10,450 ▲0.2%207,7510.3%Computer and TechnologyPHParker-Hannifin$4,496,663$10,741 ▼-0.2%7,1170.3%Industrial ProductsBXPBoston Properties$4,460,259$156,416 ▼-3.4%55,4340.3%FinanceULUnilever$4,421,699$183,057 ▲4.3%68,0680.3%Consumer StaplesAMPAmeriprise Financial$4,352,790$9,866 ▼-0.2%9,2650.3%FinanceSCHDSchwab US Dividend Equity ETF$4,176,046$59,171 ▼-1.4%49,4030.3%ETFMUBiShares National Muni Bond ETF$4,165,560$224,649 ▲5.7%38,3460.3%ETFPALANTIR TECHNOLOGIES INC$4,025,524$2,911,347 ▼-42.0%108,2130.3%CL ABCOBrink's$4,023,046$9,136 ▲0.2%34,7890.3%Business ServicesJNJJohnson & Johnson$3,944,287$2,579,879 ▼-39.5%24,3380.3%MedicalVWOVanguard FTSE Emerging Markets ETF$3,939,370$55,602 ▲1.4%82,3270.3%ETFDVNDevon Energy$3,881,221$90,054 ▲2.4%99,2130.3%Oils/EnergyDHRDanaher$3,818,206$25,299 ▼-0.7%13,7340.3%Multi-Sector ConglomeratesAIAiShares Asia 50 ETF$3,800,482$240,331 ▼-5.9%52,5800.3%ETFIBMInternational Business Machines$3,664,843$875,919 ▼-19.3%16,5770.3%Computer and TechnologyICEIntercontinental Exchange$3,596,730$9,478 ▼-0.3%22,3900.3%FinanceBLDRBuilders FirstSource$3,588,542$886,328 ▲32.8%18,5110.3%Retail/WholesaleGEGeneral Electric$3,551,516$16,406 ▲0.5%18,8330.3%TransportationSOSouthern$3,498,355$10,100 ▼-0.3%38,7930.3%UtilitiesCAGConagra Brands$3,459,653$333,201 ▼-8.8%106,3850.3%Consumer StaplesDELLDell Technologies$3,446,080$10,076 ▼-0.3%29,0710.3%Computer and TechnologyKMIKinder Morgan$3,250,983$17,849 ▲0.6%147,1700.2%Oils/EnergyVEUVanguard FTSE All-World ex-US ETF$3,116,139$229,255 ▲7.9%49,4630.2%ETFNOWServiceNow$3,023,933$17,888 ▼-0.6%3,3810.2%Computer and TechnologyNEENextEra Energy$2,983,846$2,269,224 ▲317.5%35,2990.2%UtilitiesBKNGBooking$2,935,848$58,970 ▼-2.0%6970.2%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$2,894,963$41,649 ▼-1.4%63,8780.2%ETFFCXFreeport-McMoRan$2,869,520$29,503 ▲1.0%57,4820.2%Basic MaterialsVOVanguard Mid-Cap ETF$2,841,799$9,762 ▲0.3%10,7710.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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