GYL Financial Synergies, LLC — Q4 2022 13F Holdings

Name: GYL Financial Synergies, LLC — 13F Holdings, Q4 2022
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001767715

Total reported value

$1.3B

← Back to latest quarter

Full holdings list this quarter

Showing top 200 holdings (of 216 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	QUAL	Ishares Msci USA Quality Fac	ETF-Other	14.79%	—	-5.49%
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	5.57%	—	-7.21%
3	VIG	Vanguard Dividend Apprec ETF	ETF-Other	3.90%	—	-3.74%
4	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	3.55%	—	+142.54%
5	MUB	Ishares National Muni Bond E	ETF-Other	3.50%	—	+56.77%
6	AAPL	Apple INC	Stock-Tech	3.33%	—	+5.92%
7	VFQY	Vanguard U.s. Quality Factor	ETF-Other	2.53%	—	+14.67%
8	SMLF	Ishares US Smallcap Equity F	ETF-Other	2.38%	—	-0.97%
9	IJH	Ishares Core S&p Midcap ETF	ETF-Other	2.02%	—	+76.14%
10	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.99%	—	+13.75%
11	BSV	Vanguard Short-term Bond ETF	ETF-Other	1.92%	—	-39.12%
12	VHT	Vanguard Health Care ETF	ETF-Other	1.91%	—	-0.41%
13	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	1.78%	—	+159.93%
14	IWL	Ishares Russell Top 200 ETF	ETF-Other	1.78%	—	+2207.52%
15	DIAL	Columbia Divers Fix INC ETF	ETF-Other	1.74%	—	+28.08%
16	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	1.73%	—	-5.38%
17	AOR	Ishares Core 60/40 Balanced	ETF-Other	1.72%	—	+2395.03%
18	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	1.67%	—	-28.52%
19	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	1.58%	—	+44.74%
20	SCHH	Schwab US Reit ETF	ETF-Other	1.53%	—	+1402.04%
21	SCHB	Schwab US Broad Market ETF	ETF-Other	1.41%	—	-12.49%
22	PGX	Invesco Preferred ETF	ETF-Other	1.38%	—	+193.77%
23	MSFT	Microsoft CORP	Stock-Tech	1.24%	—	+2.86%
24	LLY	Eli Lilly & Co	Stock-Healthcare	1.21%	—	+1.80%
25	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	1.15%	—	+376.43%
26	SPAB	Ss Spdr P Agg Bond ETF	ETF-Other	0.88%	—	-33.54%
27	XLK	Ss Technology Select Sector	ETF-Tech	0.87%	—	-5.89%
28	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.85%	—	+7.48%
29	XOM	Exxon Mobil CORP	Stock-Energy	0.78%	—	+64.66%
30	JPM	Jpmorgan Chase & Co	Stock-Financials	0.65%	—	+5.60%
31	USHY	Ishares Broad Usd High Yield	ETF-High Yield	0.64%	—	+112.86%
32	JNJ	Johnson & Johnson	Stock-Healthcare	0.61%	—	+79.35%
33	DGX	Quest Diagnostics INC	Stock-Healthcare	0.56%	—	+0.08%
34	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.54%	—	+1.13%
35	HYMB	Ss Spdr N Ice Hy Muni ETF	ETF-Other	0.53%	—	+337.68%
36	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.51%	—	-3.35%
37	KO	Coca-cola Co/the	Stock-Consumer Staples	0.51%	—	+59.92%
38	SHV	Ishares 0-1 Year Treasury Bo	ETF-Gov Bonds	0.48%	—	+35.30%
39	VO	Vanguard Mid-cap ETF	ETF-Other	0.47%	—	-0.29%
40	VOOG	Vanguard S&p 500 Growth ETF	ETF-Large Cap & Growth	0.44%	—	-2.27%
41	AMZN	Amazon.com INC	Stock-Consumer Disc	0.41%	—	+12.97%
42	SUB	Ishares Short-term National	ETF-Other	0.38%	—	—
43	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.38%	—	+4.63%
44	ABBV	Abbvie INC	Stock-Healthcare	0.36%	—	+3.16%
45	MRK	Merck & Co. INC.	Stock-Healthcare	0.36%	—	-30.16%
46	XLE	Ss Energy Select Sector	ETF-Other	0.34%	—	-3.84%
47	NEE	Nextera Energy INC	Stock-Utilities	0.32%	—	+26.42%
48	ADM	Archer-daniels-midland Co	Stock-Consumer Staples	0.32%	—	—
49	PEP	Pepsico INC	Stock-Consumer Staples	0.32%	—	+69.48%
50	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.30%	—	+9.56%

1–50 of 200