Institutional Manager · CIK 0001767715
GYL Financial Synergies, LLC
West Hartford, CT · File #028-19333
Latest AUM
$1.33B
Positions
361
Top-10 Concentration
48.4%
Filings
7
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Sep 2024361 pos · $1.33B
- 13F HOLDINGS REPORTQ/E Jun 2024365 pos · $1.29B
- 13F HOLDINGS REPORTQ/E Mar 2024365 pos · $1.28B
- 13F HOLDINGS REPORTQ/E Dec 2023327 pos · $1.03B
- 13F HOLDINGS REPORTQ/E Sep 2023342 pos · $1.10B
- 13F HOLDINGS REPORTQ/E Jun 2023282 pos · $834.6M
- 13F HOLDINGS REPORTQ/E Mar 2023216 pos · $461.8M
Top 20 Holdings — Sep 2024
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46432F339 | 585,994 | $105.1M | 11.93% |
| 2 | MICROSOFT CORP | MSFT | 140,283 | $60.4M | 6.85% |
| 3 | INVESCO EXCHANGE TRADED FD T | IVZ | 301,266 | $54.0M | 6.13% |
| 4 | APPLE INC | AAPL | 216,537 | $50.5M | 5.73% |
| 5 | AMAZON COM INC | AMZN | 180,475 | $33.6M | 3.82% |
| 6 | JPMORGAN CHASE & CO. | VYLD | 152,385 | $32.1M | 3.65% |
| 7 | ALPHABET INC | GOOG | 152,678 | $25.3M | 2.88% |
| 8 | SPDR S&P 500 ETF TR | SPY | 39,731 | $22.8M | 2.59% |
| 9 | META PLATFORMS INC | META | 39,371 | $22.5M | 2.56% |
| 10 | NVIDIA CORPORATION | NVDA | 166,433 | $20.2M | 2.30% |
| 11 | ISHARES INC | 46434G764 | 312,642 | $19.1M | 2.17% |
| 12 | SPDR S&P MIDCAP 400 ETF TR | MDY | 33,450 | $19.1M | 2.16% |
| 13 | GOLDMAN SACHS GROUP INC | GSCE | 37,205 | $18.4M | 2.09% |
| 14 | PHILIP MORRIS INTL INC | 718172109 | 148,558 | $18.0M | 2.05% |
| 15 | ELI LILLY & CO | LLY | 19,408 | $17.2M | 1.95% |
| 16 | ISHARES TR | 46434V290 | 256,660 | $17.0M | 1.93% |
| 17 | ISHARES TR | 46434V613 | 344,134 | $16.2M | 1.84% |
| 18 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 34,402 | $15.8M | 1.80% |
| 19 | PROCTER AND GAMBLE CO | 742718109 | 82,118 | $14.2M | 1.62% |
| 20 | VANGUARD TAX-MANAGED FDS | 921943858 | 267,548 | $14.1M | 1.60% |