Gyl Financial Synergies, LLC Top Holdings and 13F Report (2024) → This military-backed stock “owns” AI market (From Porter & Company) (Ad) About Gyl Financial Synergies, LLCInvestment ActivityGyl Financial Synergies, LLC has $1.28 billion in total holdings as of March 31, 2024.Gyl Financial Synergies, LLC owns shares of 365 different stocks, but just 88 companies or ETFs make up 80% of its holdings.Approximately 4.26% of the portfolio was purchased this quarter.About 6.08% of the portfolio was sold this quarter.This quarter, Gyl Financial Synergies, LLC has purchased 365 new stocks and bought additional shares in 161 stocks.Gyl Financial Synergies, LLC sold shares of 156 stocks and completely divested from 19 stocks this quarter.Largest Holdings iShares MSCI USA Quality Factor ETF $103,382,147Microsoft $58,648,791Invesco S&P 500 Equal Weight ETF $53,484,975Apple $37,420,780JPMorgan Chase & Co. $31,708,597 Largest New Holdings this Quarter Lamar Advertising $1,862,471 HoldingArista Networks $1,507,606 HoldingJacobs Solutions $1,322,539 HoldingBroadridge Financial Solutions $1,309,733 HoldingCentene $1,228,526 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 120,857 shares (about $6.06M)iShares Core S&P Mid-Cap ETF 85,261 shares (about $5.18M)NVIDIA 4,397 shares (about $3.97M)Walmart 42,698 shares (about $2.57M)GE HealthCare Technologies 27,359 shares (about $2.49M) Largest Sales this Quarter iShares Core Total USD Bond Market ETF 196,137 shares (about $8.94M)iShares Cohen & Steers REIT ETF 130,178 shares (about $7.51M)iShares Core S&P Small-Cap ETF 59,472 shares (about $6.57M)iShares National Muni Bond ETF 46,259 shares (about $4.98M)Vanguard Long-Term Corporate Bond ETF 45,997 shares (about $3.60M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGyl Financial Synergies, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQUALiShares MSCI USA Quality Factor ETF$103,382,147$530,851 ▲0.5%629,0368.1%ETFMSFTMicrosoft$58,648,791$30,292 ▲0.1%139,4014.6%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$53,484,975$35,398 ▼-0.1%315,7884.2%ETFAAPLApple$37,420,780$1,398,422 ▲3.9%218,2222.9%Computer and TechnologyJPMJPMorgan Chase & Co.$31,708,597$1,522,876 ▲5.0%158,3062.5%FinanceAMZNAmazon.com$30,904,181$837,145 ▲2.8%171,3282.4%Retail/WholesaleIUSBiShares Core Total USD Bond Market ETF$24,897,544$8,941,878 ▼-26.4%546,1192.0%ManufacturingGOOGLAlphabet$22,945,345$1,277,777 ▼-5.3%152,0261.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$19,680,077$722,363 ▲3.8%37,6241.5%FinanceMETAMeta Platforms$19,048,452$289,407 ▲1.5%39,2281.5%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$18,880,765$442,137 ▲2.4%327,9621.5%ManufacturingMDYSPDR S&P MidCap 400 ETF Trust$18,413,439$66,768 ▲0.4%33,0941.4%ETFPGProcter & Gamble$17,827,440$36,182 ▼-0.2%109,8761.4%Consumer StaplesGSThe Goldman Sachs Group$16,874,429$491,626 ▼-2.8%40,3991.3%FinanceSMLFiShares U.S. Small Cap Equity Factor ETF$16,739,541$5,214 ▲0.0%263,2831.3%ETFLLYEli Lilly and Company$15,918,900$192,160 ▲1.2%20,4621.2%MedicalBRK.BBerkshire Hathaway$14,991,433$131,622 ▲0.9%35,6501.2%FinanceNVDANVIDIA$14,511,967$3,972,923 ▲37.7%16,0611.1%Computer and TechnologyIQVIQVIA$14,374,015$125,939 ▼-0.9%56,8391.1%MedicalCCitigroup$13,228,639$53,438 ▼-0.4%209,1821.0%FinancePMPhilip Morris International$12,959,122$132,208 ▲1.0%141,4441.0%Consumer StaplesVVisa$12,808,870$70,886 ▲0.6%45,8971.0%Business ServicesCVXChevron$12,753,185$171,780 ▲1.4%80,8491.0%Oils/EnergyIVViShares Core S&P 500 ETF$12,582,384$302,823 ▲2.5%23,9331.0%ETFVEAVanguard FTSE Developed Markets ETF$12,498,807$6,063,398 ▲94.2%249,1291.0%ETFAVGOBroadcom$11,695,400$226,645 ▼-1.9%8,8240.9%Computer and TechnologySCHBSchwab US Broad Market ETF$11,103,453$355,555 ▲3.3%181,8750.9%ETFZBHZimmer Biomet$10,752,822$55,828 ▼-0.5%81,4730.8%MedicalGEHCGE HealthCare Technologies$10,639,381$2,487,207 ▲30.5%117,0320.8%MedicalXLEEnergy Select Sector SPDR Fund$10,458,982$133,684 ▼-1.3%110,7830.8%ETFGOOGAlphabet$10,329,075$2,234,581 ▼-17.8%67,8380.8%Computer and TechnologyVFQYVanguard U.S. Quality Factor ETF$9,496,758$43,681 ▼-0.5%69,3550.7%ETFVTIVanguard Total Stock Market ETF$9,489,695$202,461 ▼-2.1%36,5130.7%ETFIBBiShares Biotechnology ETF$9,477,664$52,144 ▼-0.5%69,0690.7%FinanceSPGSimon Property Group$9,429,703$23,160 ▼-0.2%60,2580.7%FinancePFEPfizer$9,371,267$1,090,743 ▼-10.4%337,7030.7%MedicalHLTHilton Worldwide$9,119,856$10,666 ▲0.1%42,7540.7%Consumer DiscretionaryICFiShares Cohen & Steers REIT ETF$8,530,857$7,511,295 ▼-46.8%147,8480.7%ETFMRKMerck & Co., Inc.$8,098,011$987,247 ▲13.9%61,3720.6%MedicalPEPPepsiCo$7,985,580$240,290 ▼-2.9%45,6290.6%Consumer StaplesVHTVanguard Health Care ETF$7,924,517$88,729 ▼-1.1%29,2940.6%ETFZTSZoetis$7,595,727$108,126 ▲1.4%44,8890.6%MedicalJNJJohnson & Johnson$7,417,726$1,621,456 ▼-17.9%46,8910.6%MedicalQQQInvesco QQQ$7,234,901$19,981 ▼-0.3%16,2940.6%FinanceMARMarriott International$7,066,008$83,011 ▼-1.2%28,0050.6%Consumer DiscretionaryNFLXNetflix$6,750,667$753,718 ▲12.6%11,1150.5%Consumer DiscretionaryABBVAbbVie$6,690,660$478,373 ▲7.7%36,7420.5%MedicalBLKBlackRock$6,657,001$60,859 ▼-0.9%7,9850.5%FinanceIAUiShares Gold Trust$6,591,495$147,791 ▼-2.2%156,9030.5%FinanceUNHUnitedHealth Group$6,591,314$31,660 ▲0.5%13,3240.5%MedicalIJHiShares Core S&P Mid-Cap ETF$6,480,352$5,178,754 ▲397.9%106,6900.5%ETFVRTXVertex Pharmaceuticals$6,323,655$39,711 ▼-0.6%15,1280.5%MedicalCDNSCadence Design Systems$6,191,670$201,398 ▲3.4%19,8910.5%Computer and TechnologyXOMExxon Mobil$6,110,984$73,580 ▲1.2%52,5720.5%Oils/EnergyVOOVanguard S&P 500 ETF$5,968,945$1,250,801 ▼-17.3%12,4170.5%ETFIJRiShares Core S&P Small-Cap ETF$5,892,613$6,572,866 ▼-52.7%53,3170.5%ETFKMIKinder Morgan$5,879,008$152,295 ▼-2.5%320,5570.5%Oils/EnergyDVNDevon Energy$5,490,376$6,724 ▼-0.1%109,4140.4%Oils/EnergyMBBiShares MBS ETF$5,485,127$26,432 ▼-0.5%59,3500.4%ETFAXPAmerican Express$5,319,838$115,896 ▼-2.1%23,3640.4%FinanceCMGChipotle Mexican Grill$5,264,160$14,534 ▼-0.3%1,8110.4%Retail/WholesaleACNAccenture$5,117,350$94,278 ▲1.9%14,7640.4%Business ServicesCMICummins$5,034,979$146,146 ▼-2.8%17,0880.4%Auto/Tires/TrucksLMTLockheed Martin$4,997,200$23,198 ▼-0.5%10,9860.4%AerospaceVIGVanguard Dividend Appreciation ETF$4,958,908$104,817 ▼-2.1%27,1560.4%ETFUNPUnion Pacific$4,759,001$23,855 ▼-0.5%19,3510.4%TransportationVZVerizon Communications$4,745,956$179,420 ▲3.9%113,1070.4%Computer and TechnologySHELShell$4,695,727$155,465 ▲3.4%70,0440.4%Oils/EnergyXLKTechnology Select Sector SPDR Fund$4,400,565$30,616 ▼-0.7%21,1290.3%ETFPLTRPalantir Technologies$4,376,801$49,840 ▲1.2%190,2130.3%Business ServicesSCHDSchwab US Dividend Equity ETF$4,291,514$253,903 ▲6.3%53,2250.3%ETFHDHome Depot$4,176,300$64,446 ▼-1.5%10,8870.3%Retail/WholesaleAMTAmerican Tower$4,157,861$98,794 ▲2.4%21,0430.3%FinanceCOSTCostco Wholesale$4,014,800$10,989 ▲0.3%5,4800.3%Retail/WholesaleTAT&T$3,991,569$609,505 ▼-13.2%226,7940.3%Computer and TechnologyAMPAmeriprise Financial$3,984,543$112,241 ▲2.9%9,0880.3%FinanceKOCoca-Cola$3,976,178$41,725 ▲1.1%64,9910.3%Consumer StaplesMUBiShares National Muni Bond ETF$3,943,814$4,977,407 ▼-55.8%36,6530.3%ETFBXPBoston Properties$3,917,952$13,062 ▼-0.3%59,9900.3%FinanceBILSSPDR Bloomberg 3-12 Month T-Bill ETF$3,849,145$218,625 ▼-5.4%38,7160.3%ETFWMTWalmart$3,784,998$2,569,141 ▲211.3%62,9050.3%Retail/WholesaleIBMInternational Business Machines$3,761,721$88,414 ▲2.4%19,6990.3%Computer and TechnologyPHParker-Hannifin$3,688,222$1,053,222 ▲40.0%6,6360.3%Industrial ProductsCAGConagra Brands$3,673,324$350,405 ▼-8.7%123,9310.3%Consumer StaplesAIAiShares Asia 50 ETF$3,630,762$146,311 ▼-3.9%59,8050.3%ETFHONHoneywell International$3,594,627$96,470 ▼-2.6%17,5130.3%Multi-Sector ConglomeratesPFFDGlobal X U.S. Preferred ETF$3,476,794$27,418 ▲0.8%172,4600.3%ETFDELLDell Technologies$3,397,645$1,524,747 ▲81.4%29,7750.3%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$3,342,604$4,135 ▼-0.1%80,0240.3%ETFDHRDanaher$3,324,414$67,422 ▼-2.0%13,3130.3%Multi-Sector ConglomeratesBCOBrink's$3,314,952$14,319 ▲0.4%35,8840.3%Business ServicesMCKMcKesson$3,191,036$18,790 ▲0.6%5,9440.3%MedicalULUnilever$3,152,974$1,355 ▼0.0%62,8210.2%Consumer StaplesICEIntercontinental Exchange$2,982,918$761,362 ▲34.3%21,7050.2%FinanceGISGeneral Mills$2,860,424$130,703 ▼-4.4%40,8810.2%Consumer StaplesSOSouthern$2,829,427$45,555 ▼-1.6%39,4400.2%UtilitiesGBILGoldman Sachs TreasuryAccess 0-1 Year ETF$2,771,146$214,391 ▼-7.2%27,4670.2%ETFRJFRaymond James$2,748,316$15,924 ▲0.6%21,4010.2%FinanceFCXFreeport-McMoRan$2,662,813$137,203 ▲5.4%56,6320.2%Basic MaterialsXLFFinancial Select Sector SPDR Fund$2,642,536$20,218 ▼-0.8%62,7380.2%ETFShowing largest 100 holdings. 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