GYL Financial Synergies, LLC 13F Holdings · last filed Q3 2024
GYL Financial Synergies, LLC reported 361 securities worth $1.33B in its SEC 13F filing for Q3 2024 (period ended 2024-09-30). Top holdings: QUAL (7.90%), MSFT (4.54%), RSP (4.06%). Among its top 25 positions this quarter: 11 added, 14 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | $105.1M | 7.90% | 585,994 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $60.4M | 4.54% | 140,283 | Added |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $54.0M | 4.06% | 301,266 | Trimmed |
| 4 | AAPL | APPLE INC | $50.5M | 3.79% | 216,537 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $33.6M | 2.53% | 180,475 | Added |
| 6 | JPM | JPMORGAN CHASE & CO. | $32.1M | 2.42% | 152,385 | Trimmed |
| 7 | GOOGL | ALPHABET INC | $25.3M | 1.90% | 152,678 | Trimmed |
| 8 | SPY | SPDR S&P 500 ETF TR | $22.8M | 1.71% | 39,731 | Added |
| 9 | META | META PLATFORMS INC | $22.5M | 1.69% | 39,371 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $20.2M | 1.52% | 166,433 | Trimmed |
| 11 | EMXC | ISHARES INC | $19.1M | 1.44% | 312,642 | Added |
| 12 | MDY | SPDR S&P MIDCAP 400 ETF TR | $19.1M | 1.43% | 33,450 | Added |
| 13 | GS | GOLDMAN SACHS GROUP INC | $18.4M | 1.39% | 37,205 | Trimmed |
| 14 | PM | PHILIP MORRIS INTL INC | $18.0M | 1.36% | 148,558 | Trimmed |
| 15 | LLY | ELI LILLY & CO | $17.2M | 1.29% | 19,408 | Trimmed |
| 16 | SMLF | ISHARES TR | $17.0M | 1.28% | 256,660 | Added |
| 17 | IUSB | ISHARES TR | $16.2M | 1.22% | 344,134 | Trimmed |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $15.8M | 1.19% | 34,402 | Trimmed |
| 19 | PG | PROCTER AND GAMBLE CO | $14.2M | 1.07% | 82,118 | Trimmed |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $14.1M | 1.06% | 267,548 | Added |
| 21 | C | CITIGROUP INC | $13.9M | 1.05% | 222,167 | Trimmed |
| 22 | IVV | ISHARES TR | $13.6M | 1.02% | 23,615 | Trimmed |
| 23 | AVGO | BROADCOM INC | $13.3M | 1.00% | 76,937 | Added |
| 24 | IQV | IQVIA HLDGS INC | $13.3M | 1.00% | 56,262 | Added |
| 25 | V | VISA INC | $13.1M | 0.98% | 47,512 | Added |
Source: SEC Form 13F filings · as of 2024-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR