| |
|
|
| Name: |
GYL Financial Synergies LLC |
| City: |
West Hartford |
| State: |
CT |
| Zip: |
06107 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
29 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SHV |
iShares Barclays Short Trea... |
120 |
- |
$110.28 |
$2,093,000 |
18,933 |
0.16% |
8,000 |
0 |
0.011 |
Closed - End Fund - E... |
|
|
EFA |
iShares TR MSCI EAFE Indx FD |
137 |
- |
$77.83 |
$1,710,000 |
21,419 |
0.13% |
96,000 |
0 |
0.003 |
Closed - End Fund - E... |
|
|
VOOG |
Vanguard S&P 500 Growth Etf |
146 |
- |
$332.83 |
$1,547,000 |
5,076 |
0.12% |
172,000 |
0 |
0.024 |
N/A |
|
|
DON |
Wisdom Tree Trust MidCap Di... |
159 |
- |
$46.58 |
$1,376,000 |
28,208 |
0.11% |
87,000 |
0 |
0.036 |
Closed - End Fund - E... |
|
|
DLN |
WisdomTree LargeCap Dividen... |
180 |
- |
$70.09 |
$1,030,000 |
14,269 |
0.08% |
83,000 |
0 |
0.006 |
Closed - End Fund - E... |
|
|
L |
Loews Corp |
197 |
- |
$73.79 |
$823,000 |
10,510 |
0.06% |
92,000 |
0 |
0.004 |
Property & Casualty I... |
|
|
IWB |
ishares trust Russell 1000 |
204 |
- |
$295.75 |
$729,000 |
2,531 |
0.06% |
65,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
ITOT |
iShares Core S&P Total US |
208 |
- |
$117.95 |
$691,000 |
5,993 |
0.05% |
60,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
HEDJ |
Wisdomtree International He... |
232 |
- |
$46.01 |
$525,000 |
10,870 |
0.04% |
59,000 |
0 |
0.038 |
N/A |
|
|
EFG |
iShares MSCI EAFE Growth ETF |
239 |
- |
$0.00 |
$509,000 |
4,900 |
0.04% |
34,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
GLD |
streetTRACKS Gold Trust |
245 |
- |
$215.73 |
$496,000 |
2,410 |
0.04% |
35,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
HDV |
Ishares High Dividend Equit... |
259 |
- |
$106.73 |
$425,000 |
3,860 |
0.03% |
31,000 |
0 |
0.004 |
N/A |
|
|
EFV |
iShares MSCI EAFE Value Ind... |
260 |
- |
$0.00 |
$424,000 |
7,803 |
0.03% |
17,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
DTD |
Wisdom Tree Trust Total Div... |
264 |
- |
$67.53 |
$416,000 |
5,880 |
0.03% |
32,000 |
0 |
0.008 |
Closed - End Fund - E... |
|
|
AZO |
Autozone Inc |
265 |
- |
$2,835.82 |
$407,000 |
129 |
0.03% |
73,000 |
0 |
0.001 |
Auto Parts Stores |
|
|
DKS |
Dicks Sporting Goods Inc |
267 |
- |
$216.28 |
$399,000 |
1,774 |
0.03% |
138,000 |
0 |
0.032 |
Sporting Goods Stores |
|
|
CIU |
iShares Barclays Intermedia... |
269 |
- |
$51.62 |
$397,000 |
7,685 |
0.03% |
-3,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
IYR |
iShares Dow Jones US Real E... |
270 |
- |
$87.06 |
$390,000 |
4,337 |
0.03% |
-6,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
IJK |
iShares S&P mC400/BARRA GR |
273 |
- |
$87.24 |
$376,000 |
4,124 |
0.03% |
49,000 |
0 |
0.004 |
Closed - End Fund - E... |
|
|
IWS |
iShares Tr Rssll Midcap Valu |
282 |
- |
$119.86 |
$351,000 |
2,801 |
0.03% |
25,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
XLI |
SPDR Industrial Sector |
289 |
- |
$121.15 |
$329,000 |
2,608 |
0.03% |
32,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
DSI |
iShares KLD 400 Social Index |
294 |
- |
$103.62 |
$314,000 |
3,112 |
0.02% |
31,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
NUV |
Nuveen Municipal Value Fund... |
312 |
- |
$8.55 |
$267,000 |
30,646 |
0.02% |
3,000 |
0 |
0.016 |
Closed - End Fund - Debt |
|
|
DOL |
WisdomTree Trust Internatio... |
326 |
- |
$50.63 |
$250,000 |
4,827 |
0.02% |
12,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
DWM |
WisdomTree Trust DIEFA Fund |
325 |
- |
$53.85 |
$250,000 |
4,563 |
0.02% |
10,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
SCZ |
ISHARES MSCI EAFE SM |
338 |
- |
$61.51 |
$232,000 |
3,663 |
0.02% |
5,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
TMFG |
Motley Fool Global Opportun... |
343 |
- |
$0.00 |
$225,000 |
7,432 |
0.02% |
18,000 |
0 |
0.038 |
N/A |
|
|
RWR |
Dow Jones Wilshire REIT |
352 |
- |
$92.84 |
$212,000 |
2,245 |
0.02% |
-2,000 |
0 |
0.014 |
Closed - End Fund - E... |
|
|
KWR |
Quaker Chemical Corp |
355 |
- |
$170.01 |
$205,000 |
1,000 |
0.02% |
-8,000 |
0 |
0.006 |
Specialty Chemicals |
|
