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  Name: GYL Financial Synergies LLC
  City: West Hartford
  State: CT
  Zip: 06107
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,275,114,000
  Total Value Change : $66,453,000
  Securities Held Change : 0
   
All Securities Held : 365
  New Positions : 18
  Closed Positions : 19
  Increased Positions : 162
  Unchanged Positions : 29
  Decreased Positions : 156

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Holdings Found : 100     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 1 - $0.00 $103,382,000 629,036 8.11% 11,301,000 3,230 0.033    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp 2 - $442.57 $58,649,000 139,401 4.6% 6,256,000 72 0.002    Application Software
   (AAPL)1 Year Chart         AAPL Apple Inc 4 - $212.49 $37,421,000 218,222 2.93% -3,023,000 8,155 0.001    Personal Computers
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 5 - $193.78 $31,709,000 158,306 2.49% 6,074,000 7,603 0.005    Domestic Money Center...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 6 - $183.66 $30,904,000 171,328 2.42% 5,578,000 4,641 0.002    Internet Software & S...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 9 - $542.78 $19,680,000 37,624 1.54% 2,453,000 1,381 0    Closed - End Fund - E...
   (FB)1 Year Chart         FB Meta Platforms Inc 10 - $504.16 $19,048,000 39,228 1.49% 5,374,000 596 0.002    Internet Service Prov...
   (EMXC)1 Year Chart         EMXC Ishares Msci Emerging Marke... 11 - $0.00 $18,881,000 327,962 1.48% 1,134,000 7,680 0.036    N/A
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 12 - $530.35 $18,413,000 33,094 1.44% 1,683,000 120 0.079    Closed - End Fund - E...
   (SMLF)1 Year Chart         SMLF Ishares Edge Msci Multifact... 15 - $60.19 $16,740,000 263,283 1.31% 1,259,000 82 0.187    N/A
   (LLY)1 Year Chart         LLY Eli Lilly & Co 16 - $878.45 $15,919,000 20,462 1.25% 4,135,000 247 0.002    Drug Manufacturers - ...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 17 - $405.54 $14,991,000 35,650 1.18% 2,388,000 313 0.003    Property & Casualty I...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 18 - $131.88 $14,512,000 16,061 1.14% 8,736,000 4,397 0.001    Semiconductor - Speci...
   (PM)1 Year Chart         PM Philip Morris International... 21 - $102.20 $12,959,000 141,444 1.02% -212,000 1,443 0.009    Cigarettes & Other To...
   (V)1 Year Chart         V Visa Inc 22 - $270.66 $12,809,000 45,897 1% 926,000 254 0.003    Business Services
   (CVX)1 Year Chart         CVX Chevron Corp 23 - $152.57 $12,753,000 80,849 1% 856,000 1,089 0.004    Integrated Oil & Gas
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 24 - $543.86 $12,582,000 23,933 0.99% 1,426,000 576 0    Closed - End Fund - E...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 25 - $49.56 $12,499,000 249,129 0.98% 6,355,000 120,857 0.011    Closed - End Fund - F...
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 27 - $62.64 $11,103,000 181,875 0.87% 1,302,000 5,824 0.093    Closed - End Fund - Debt
   (GEHC)1 Year Chart         GEHC Ge Healthcare Holding Llc 29 - $76.49 $10,639,000 117,032 0.83% 3,705,000 27,359 0.026    N/A
   (HLT)1 Year Chart         HLT Hilton Worldwide Holdings Inc. 37 - $210.32 $9,120,000 42,754 0.72% 1,344,000 50 0.015    Lodging
   (MRK)1 Year Chart         MRK Merck & Co Inc 39 - $131.20 $8,098,000 61,372 0.64% 2,223,000 7,482 0.002    Drug Manufacturers - ...
   (ZTS)1 Year Chart         ZTS Zoetis Inc. 42 - $170.55 $7,596,000 44,889 0.6% -1,138,000 639 0.009    Drugs - Generic
   (NFLX)1 Year Chart         NFLX Netflix Inc 46 - $669.38 $6,751,000 11,115 0.53% 1,943,000 1,241 0.003    Music & Video Stores
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 47 - $168.59 $6,691,000 36,742 0.52% 1,404,000 2,627 0.002    Drug Manufacturers - ...
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 49 - $497.12 $6,591,000 13,324 0.52% -390,000 64 0.01    Health Care Plans
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 51 - $57.83 $6,480,000 106,690 0.51% 541,000 85,261 0.046    Closed - End Fund - E...
   (CDNS)1 Year Chart         CDNS Cadence Design Systems Inc 53 - $312.10 $6,192,000 19,891 0.49% 951,000 647 0.007    Technical & System So...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 54 - $109.11 $6,111,000 52,572 0.48% 918,000 633 0.001    Integrated Oil & Gas
   (ACN)1 Year Chart         ACN Accenture Plc 62 - $286.71 $5,117,000 14,764 0.4% 32,000 272 0.002    Management Services
   (VZ)1 Year Chart         VZ Verizon Communications Inc 67 - $39.67 $4,746,000 113,107 0.37% 643,000 4,276 0.003    Telecom Services - Do...
   (SHEL)1 Year Chart         SHEL Shell plc 68 - $69.00 $4,696,000 70,044 0.37% 240,000 2,319 0.003    Integrated Oil & Gas
   (PLTR)1 Year Chart         PLTR Palantir Technologies Inc 70 - $23.57 $4,377,000 190,213 0.34% 1,148,000 2,166 0.013    N/A
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 71 - $76.79 $4,292,000 53,225 0.34% 480,000 3,149 0.018    N/A
   (AMT)1 Year Chart         AMT American Tower Corp 73 - $197.03 $4,158,000 21,043 0.33% -277,000 500 0.004    Integrated Telecommun...
   (COST)1 Year Chart         COST Costco Wholesale Corp 74 - $855.67 $4,015,000 5,480 0.31% 408,000 15 0.001    Discount, Variety Stores
   (AMP)1 Year Chart         AMP Ameriprise Financial Inc 76 - $423.86 $3,985,000 9,088 0.31% 630,000 256 0.008    Asset Management
   (KO)1 Year Chart         KO Coca-Cola Co 77 - $62.55 $3,976,000 64,991 0.31% 186,000 682 0.002    Beverage Soft Drinks...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 81 - $60.24 $3,785,000 62,905 0.3% 599,000 42,698 0.002    Discount, Variety Stores
   (IBM)1 Year Chart         IBM International Business Mach... 82 - $169.21 $3,762,000 19,699 0.3% 616,000 463 0.002    Diversified Computer ...
   (PH)1 Year Chart         PH Parker Hannifin Corp 83 - $503.30 $3,688,000 6,636 0.29% 1,504,000 1,895 0.005    Industrial Equipment ...
   (PFFD)1 Year Chart         PFFD Global X Us Preferred Etf 87 - $0.00 $3,477,000 172,460 0.27% 158,000 1,360 0.196    N/A
   (DELL)1 Year Chart         DELL Dell Technologies Inc 88 - $134.98 $3,398,000 29,775 0.27% 2,142,000 13,362 0.011    N/A
   (BCO)1 Year Chart         BCO Brinks Co 91 - $98.01 $3,315,000 35,884 0.26% 173,000 155 0.072    Security & Protection...
   (MCK)1 Year Chart         MCK McKesson Corp 92 - $531.10 $3,191,000 5,944 0.25% 455,000 35 0.004    Drugs Wholesale
   (ICE)1 Year Chart         ICE Intercontinental Exchange Inc 94 - $135.67 $2,983,000 21,705 0.23% 907,000 5,540 0.004    Business Services
   (RJF)1 Year Chart         RJF Raymond James Financial Inc 98 - $115.67 $2,748,000 21,401 0.22% 376,000 124 0.01    Investment Brokerage ...
   (FCX)1 Year Chart         FCX Freeport McMoRan Copper & G... 99 - $48.11 $2,663,000 56,632 0.21% 376,000 2,918 0.004    Copper
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 103 - $57.31 $2,598,000 44,298 0.2% 286,000 3,124 0.009    Closed - End Fund - F...
   (NOW)1 Year Chart         NOW Servicenow, Inc. 107 - $728.58 $2,454,000 3,219 0.19% 737,000 789 0.002    Information Technolog...
   (UPS)1 Year Chart         UPS United Parcel Service Inc 110 - $135.65 $2,379,000 16,006 0.19% -26,000 709 0.002    AirDelivery & Freight...
   (BBJP)1 Year Chart         BBJP Jpmorgan Betabuilders Japan... 111 - $0.00 $2,361,000 40,318 0.19% 300,000 1,075 0.013    N/A
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 115 - $45.68 $2,215,000 44,390 0.17% 90,000 2,334 0.001    Networking & Communic...
   (DEO)1 Year Chart         DEO Diageo Plc (ADR) 116 - $131.57 $2,153,000 14,474 0.17% 575,000 3,643 0.002    Beverage - Brewers
   (ISTB)1 Year Chart         ISTB Ishares Core Short Term Us ... 118 - $47.45 $2,118,000 44,636 0.17% 62,000 1,410 0.005    N/A
   (MDLZ)1 Year Chart         MDLZ Mondelez International Inc 119 - $65.85 $2,111,000 30,151 0.17% -6,000 928 0.002    Food - Major Diversified
   (HOLX)1 Year Chart         HOLX Hologic Inc 122 - $71.79 $2,019,000 25,894 0.16% 220,000 714 0.01    Medical Appliances & ...
   (CAT)1 Year Chart         CAT Caterpillar Inc 123 - $321.47 $2,010,000 5,484 0.16% 445,000 189 0.001    Farm & Construction M...
   (ULTA)1 Year Chart         ULTA Ulta Salon Cosmetics & Frag... 124 - $390.82 $1,961,000 3,751 0.15% 151,000 57 0.011    Personal Services
   (UDR)1 Year Chart         UDR UDR Inc 127 - $40.28 $1,869,000 49,951 0.15% -40,000 83 0.015    REIT - Housing/Apartm...
   (MTB)1 Year Chart         MTB M&T Bank Corp 131 - $142.18 $1,813,000 12,464 0.14% 152,000 350 0.007    Domestic Regional Banks
   (VRSK)1 Year Chart         VRSK Verisk Analytics, Inc. 132 - $264.37 $1,797,000 7,623 0.14% 304,000 1,373 0.005    Business Services
   (INVH)1 Year Chart         INVH Invitation Homes Inc. 133 - $35.50 $1,789,000 50,247 0.14% 108,000 957 0.007    N/A
   (PSA)1 Year Chart         PSA Public Storage Inc 134 - $283.25 $1,776,000 6,122 0.14% -2,000 292 0.004    REIT - Industrial
   (MSCI)1 Year Chart         MSCI Msci Inc 135 - $480.53 $1,755,000 3,132 0.14% 4,000 37 0.004    Business Services
   (SPGI)1 Year Chart         SPGI S&P Global Inc 138 - $434.40 $1,675,000 3,936 0.13% -14,000 101 0.001    Publishing
   (PAYX)1 Year Chart         PAYX Paychex Inc 139 - $121.99 $1,643,000 13,381 0.13% 1,406,000 11,391 0.004    Staffing & Outsourcin...
   (DTE)1 Year Chart         DTE DTE Energy Co 141 - $112.14 $1,609,000 14,346 0.13% 92,000 589 0.007    Electric Utilities
   (DUK)1 Year Chart         DUK Duke Energy Corp 142 - $102.36 $1,593,000 16,474 0.12% 10,000 160 0.002    Electric Utilities
   (KIM)1 Year Chart         KIM Kimco Realty Corp 143 - $18.75 $1,573,000 80,230 0.12% 63,000 9,365 0.013    REIT - Retail
   (BAC)1 Year Chart         BAC Bank of America Corp 144 - $39.24 $1,570,000 41,407 0.12% 239,000 1,871 0    Domestic Money Center...
   (LIN)1 Year Chart         LIN Linde Plc 147 - $436.95 $1,543,000 3,323 0.12% 200,000 53 0.001    N/A
   (JMSI)1 Year Chart         JMSI JPMorgan Sustainable Munici... 149 - $0.00 $1,514,000 30,051 0.12% 304,000 6,105 0.334    N/A
   (SNPS)1 Year Chart         SNPS Synopsys Inc 150 - $590.21 $1,509,000 2,641 0.12% 1,275,000 2,187 0.002    Technical & System So...
   (GLPI)1 Year Chart         GLPI Gaming & Leisure Properties... 153 - $43.41 $1,466,000 31,823 0.11% -101,000 65 0.012    REIT - Diversified
   (ORCL)1 Year Chart         ORCL Oracle Corp 157 - $138.13 $1,427,000 11,357 0.11% 238,000 79 0    Application Software
   (FTRE)1 Year Chart         FTRE Fortrea Holdings Inc. 158 - $23.97 $1,413,000 35,195 0.11% 275,000 2,583 0.03    N/A
   (SCHE)1 Year Chart         SCHE Schwab Emerging Markets Equ... 164 - $26.47 $1,276,000 50,530 0.1% 110,000 3,506 0.019    N/A
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 165 - $363.10 $1,237,000 3,671 0.1% 155,000 103 0.001    Closed - End Fund - E...
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 166 - $215.33 $1,235,000 7,295 0.1% 217,000 259 0.001    Communication Equipment
   (CI)1 Year Chart         CI Cigna Corporation 170 - $333.29 $1,175,000 3,234 0.09% 300,000 313 0.001    Health Care Plans
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 175 - $216.02 $1,107,000 4,844 0.09% 866,000 3,715 0.003    Closed - End Fund - E...
   (RTX)1 Year Chart         RTX RTX Corp 176 - $101.02 $1,060,000 10,868 0.08% 166,000 244 0.001    Conglomerates
   (VDC)1 Year Chart         VDC Vangaurd Cnsmr Staples VIPER 178 - $203.70 $1,034,000 5,064 0.08% 94,000 143 0.015    Closed - End Fund - E...
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 179 - $60.64 $1,033,000 15,416 0.08% 88,000 35 0.001    N/A
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector 181 - $76.95 $1,023,000 13,398 0.08% 59,000 17 0.001    Closed - End Fund - E...
   (MCD)1 Year Chart         MCD McDonalds Corp 195 - $253.58 $838,000 2,972 0.07% 3,000 156 0    Restaurants
   (AMGN)1 Year Chart         AMGN Amgen Inc 198 - $298.62 $805,000 2,831 0.06% -5,000 19 0    Biotechnology
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 200 - $72.66 $788,000 10,853 0.06% 12,000 297 0.001    Closed - End Fund - E...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 205 - $177.81 $729,000 4,147 0.06% -203,000 398 0    Auto Manufacturers
   (GILD)1 Year Chart         GILD Gilead Sciences Inc 211 - $65.06 $676,000 9,234 0.05% -66,000 75 0.001    Biotechnology
   (CSX)1 Year Chart         CSX CSX Corp 212 - $32.18 $660,000 17,791 0.05% 46,000 69 0.001    Railroads
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 213 - $172.79 $652,000 3,642 0.05% 65,000 89 0.001    Closed - End Fund - E...
   (CL)1 Year Chart         CL Colgate Palmolive Co 214 - $94.62 $650,000 7,222 0.05% 85,000 133 0.001    Personal Products
   (SPLV)1 Year Chart         SPLV Powershares S&Amp;P 500 Low... 215 - $64.89 $644,000 9,783 0.05% 32,000 9 0.007    N/A
   (TXN)1 Year Chart         TXN Texas Instruments Inc 219 - $193.90 $614,000 3,524 0.05% 57,000 254 0    Semiconductor- Broad...
   (COP)1 Year Chart         COP ConocoPhillips 221 - $109.39 $588,000 4,623 0.05% 103,000 444 0    Integrated Oil & Gas
   (KOMP)1 Year Chart         KOMP Spdr S&p Kensho New Economi... 222 - $0.00 $583,000 12,126 0.05% 86,000 1,494 0.004    N/A
   (HRL)1 Year Chart         HRL Hormel Foods Corp 227 - $30.48 $553,000 15,858 0.04% 57,000 426 0.003    Meat Products
   (GD)1 Year Chart         GD General Dynamics Corp 236 - $291.78 $516,000 1,826 0.04% 46,000 16 0.001    Aerospace/Defense - M...

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