GYL Financial Synergies, LLC 13F Holdings
CIK 0001767715 · West Hartford, CT
As of Sep 30, 2024, GYL Financial Synergies, LLC reported 361 positions worth
CIK 0001767715 · West Hartford, CT
As of Sep 30, 2024, GYL Financial Synergies, LLC reported 361 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 585,994 | 05.1M | 8.29% |
| MICROSOFT CORP | MSFT | Technology | 140,283 | $60.4M | 4.76% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 301,266 | $54.0M | 4.26% |
| APPLE INC | AAPL | Technology | 216,537 | $50.5M | 3.98% |
| AMAZON.COM INC | AMZN | Equity | 180,475 | $33.6M | 2.65% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 152,385 | $32.1M | 2.54% |
| ALPHABET INC | GOOGL | Equity | 152,678 | $25.3M | 2.00% |
| SPDR S&P 500 ETF TRUST | SPY | — | 39,731 | $22.8M | 1.80% |
| META PLATFORMS INC | META | Communication Services | 39,371 | $22.5M | 1.78% |
| NVIDIA CORP | NVDA | Technology | 166,433 | $20.2M | 1.59% |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | — | 312,642 | 9.1M | 1.51% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 33,450 | 9.1M | 1.50% |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 37,205 | 8.4M | 1.45% |
| PHILIP MORRIS INTERNATIONAL INC | PM | Consumer Defensive | 148,558 | 8.0M | 1.42% |
| ELI LILLY & CO | LLY | Healthcare | 19,408 | 7.2M | 1.36% |
| ISHARES US SMALL-CAP EQUITY FACTOR ETF | SMLF | — | 256,660 | 7.0M | 1.34% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 344,134 | 6.2M | 1.28% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 34,402 | 5.8M | 1.25% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 82,118 | 4.2M | 1.12% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 267,548 | 4.1M | 1.11% |
| CITIGROUP INC | C | Financial Services | 222,167 | 3.9M | 1.10% |
| ISHARES CORE S&P 500 ETF | IVV | — | 23,615 | 3.6M | 1.07% |
| IQVIA HOLDINGS INC | IQV | Healthcare | 56,262 | 3.3M | 1.05% |
| BROADCOM INC | AVGO | Technology | 76,937 | 3.3M | 1.05% |
| VISA INC-CLASS A SHARES | V | Financial Services | 47,512 | 3.1M | 1.03% |