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CIK: 0001767715
Total reported value
$1.3B
$1.3B
365 檔
21.4%
According to the latest 13F quarterly dataset, GYL Financial Synergies, LLC managed an equity portfolio of $1.3B at the end of Q1 2024, spanning 365 distinct U.S. exchange-listed positions.
During Q1 2024, GYL Financial Synergies, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 365 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 8.11% | — | +0.52% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.60% | — | +0.05% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.19% | — | -0.07% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.93% | — | +3.88% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.49% | — | +5.04% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.42% | — | +2.78% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.95% | — | -26.42% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.80% | — | -5.28% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.54% | — | +3.81% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.49% | — | +1.54% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.48% | — | +2.40% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.44% | — | +0.36% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.40% | — | -0.20% | |
| 14 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.32% | — | -2.83% | |
| 15 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 1.31% | — | +0.03% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.25% | — | +1.22% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.18% | — | +0.89% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.14% | — | +37.70% | |
| 19 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.13% | — | -0.87% | |
| 20 | C | Citigroup Inc | Stock-Financials | 1.04% | — | -0.40% | |
| 21 | PM | Philip Morris International | Stock-Consumer Staples | 1.02% | — | +1.03% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.00% | — | +0.56% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.00% | — | +1.37% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | — | +2.47% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.98% | — | +94.22% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.92% | — | -1.90% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.87% | — | +3.31% | |
| 28 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 0.84% | — | -0.52% | |
| 29 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.83% | — | +30.51% | |
| 30 | XLE | Ss Energy Select Sector | ETF-Other | 0.82% | — | -1.26% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | — | -17.79% | |
| 32 | VFQY | Vanguard U.s. Quality Factor | ETF-Other | 0.74% | — | -0.46% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.74% | — | -2.09% | |
| 34 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.74% | — | -0.55% | |
| 35 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.74% | — | -0.24% | |
| 36 | PFE | Pfizer Inc | Stock-Healthcare | 0.73% | — | -10.43% | |
| 37 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.72% | — | +0.12% | |
| 38 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.67% | — | -46.82% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.64% | — | +13.88% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.63% | — | -2.92% | |
| 41 | VHT | Vanguard Health Care ETF | ETF-Other | 0.62% | — | -1.11% | |
| 42 | ZTS | Zoetis Inc | Stock-Healthcare | 0.60% | — | +1.44% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | — | -17.94% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.57% | — | -0.28% | |
| 45 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.55% | — | -1.16% | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.53% | — | +12.57% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | — | +7.70% | |
| 48 | BLKCHF | Blackrock Inc | Stock-Other | 0.52% | — | -0.91% | |
| 49 | IAU | Ishares Gold Trust | ETF-Commodities | 0.52% | — | -2.19% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | — | +0.48% |
According to official SEC Form 13F filings, GYL Financial Synergies, LLC reported a total U.S. public equity portfolio value of $1.3B across 365 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QUAL, MSFT, RSP) accounted for 21.4% of total reported equity market value during Q1 2024.
During Q1 2024, GYL Financial Synergies, LLC's top holdings by market value included QUAL (8.1%)、MSFT (4.6%)、RSP (4.2%). The largest single position, QUAL, represented 8.1% of total portfolio value.
In Q1 2024, GYL Financial Synergies, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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