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CIK: 0001767715
Total reported value
$1.3B
$1.3B
365 檔
22.1%
At the close of Q2 2024, GYL Financial Synergies, LLC disclosed equity holdings valued at approximately $1.3B, spread across 365 reported holdings.
During Q2 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 | 7.74% | — | -6.72% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.84% | — | +0.57% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.84% | — | -4.10% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.64% | — | +2.67% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.64% | — | +3.12% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.42% | — | -2.04% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.15% | — | +0.75% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.64% | — | +3.51% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.60% | — | +945.26% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.51% | — | -0.82% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.43% | — | +0.15% | |
| 12 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.41% | — | -5.78% | |
| 13 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.36% | — | -0.29% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.34% | — | -4.31% | |
| 15 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.33% | — | -5.94% | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.22% | — | -36.20% | |
| 17 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 1.19% | — | -4.52% | |
| 18 | PM | Philip Morris International | Stock-Consumer Staples | 1.17% | — | +5.59% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.10% | — | -1.88% | |
| 20 | C | Citigroup Inc | Stock-Financials | 1.09% | — | +6.21% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | — | +0.00% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.01% | — | +3.05% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.99% | — | +3.70% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.97% | — | +1.46% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.96% | — | -11.90% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | — | +1.44% | |
| 27 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.92% | — | -1.17% | |
| 28 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.83% | — | -5.68% | |
| 29 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.76% | — | +7.57% | |
| 30 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.74% | — | +1.19% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.72% | — | -4.01% | |
| 32 | AMT | American Tower CORP | Stock-Real Estate | 0.72% | — | +128.28% | |
| 33 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.71% | — | -0.83% | |
| 34 | PFE | Pfizer Inc | Stock-Healthcare | 0.71% | — | -2.50% | |
| 35 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.71% | — | +0.11% | |
| 36 | VFQY | Vanguard U.s. Quality Factor | ETF-Other | 0.70% | — | -2.85% | |
| 37 | XLE | Ss Energy Select Sector | ETF-Other | 0.69% | — | -11.30% | |
| 38 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 0.67% | — | -2.28% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.65% | — | +8.59% | |
| 40 | ZTS | Zoetis Inc | Stock-Healthcare | 0.63% | — | +5.59% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.62% | — | +6.20% | |
| 42 | VHT | Vanguard Health Care ETF | ETF-Other | 0.59% | — | -2.00% | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.59% | — | +1.35% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.58% | — | -0.50% | |
| 45 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.55% | — | +0.20% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.53% | — | +0.83% | |
| 47 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.53% | — | +1.02% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | — | +7.67% | |
| 49 | IAU | Ishares Gold Trust | ETF-Commodities | 0.51% | — | -3.68% | |
| 50 | BLKCHF | Blackrock Inc | Stock-Other | 0.49% | — | +1.45% |
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 Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including QUAL, MSFT, RSP) accounted for 22.1% of total reported equity market value during Q2 2024.
During Q2 2024, GYL Financial Synergies, LLC's top holdings by market value included QUAL (7.7%)、MSFT (4.8%)、RSP (3.8%). The largest single position, QUAL, represented 7.7% of total portfolio value.
In Q2 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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