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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 : 29     View All Holdings Currently Viewing:  Unchanged 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
   (SHV)1 Year Chart         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)1 Year Chart         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)1 Year Chart         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)1 Year Chart         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)1 Year Chart         DLN WisdomTree LargeCap Dividen... 180 - $70.09 $1,030,000 14,269 0.08% 83,000 0 0.006    Closed - End Fund - E...
   (L)1 Year Chart         L Loews Corp 197 - $73.79 $823,000 10,510 0.06% 92,000 0 0.004    Property & Casualty I...
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 204 - $295.75 $729,000 2,531 0.06% 65,000 0 0.002    Closed - End Fund - E...
   (ITOT)1 Year Chart         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)1 Year Chart         HEDJ Wisdomtree International He... 232 - $46.01 $525,000 10,870 0.04% 59,000 0 0.038    N/A
   (EFG)1 Year Chart         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)1 Year Chart         GLD streetTRACKS Gold Trust 245 - $215.73 $496,000 2,410 0.04% 35,000 0 0.001    Closed - End Fund - E...
   (HDV)1 Year Chart         HDV Ishares High Dividend Equit... 259 - $106.73 $425,000 3,860 0.03% 31,000 0 0.004    N/A
   (EFV)1 Year Chart         EFV iShares MSCI EAFE Value Ind... 260 - $0.00 $424,000 7,803 0.03% 17,000 0 0    Closed - End Fund - E...
   (DTD)1 Year Chart         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)1 Year Chart         AZO Autozone Inc 265 - $2,835.82 $407,000 129 0.03% 73,000 0 0.001    Auto Parts Stores
   (DKS)1 Year Chart         DKS Dicks Sporting Goods Inc 267 - $216.28 $399,000 1,774 0.03% 138,000 0 0.032    Sporting Goods Stores
   (CIU)1 Year Chart         CIU iShares Barclays Intermedia... 269 - $51.62 $397,000 7,685 0.03% -3,000 0 0.001    Closed - End Fund - E...
   (IYR)1 Year Chart         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)1 Year Chart         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)1 Year Chart         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)1 Year Chart         XLI SPDR Industrial Sector 289 - $121.15 $329,000 2,608 0.03% 32,000 0 0    Closed - End Fund - E...
   (DSI)1 Year Chart         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)1 Year Chart         NUV Nuveen Municipal Value Fund... 312 - $8.55 $267,000 30,646 0.02% 3,000 0 0.016    Closed - End Fund - Debt
   (DOL)1 Year Chart         DOL WisdomTree Trust Internatio... 326 - $50.63 $250,000 4,827 0.02% 12,000 0 0    Closed - End Fund - E...
   (DWM)1 Year Chart         DWM WisdomTree Trust DIEFA Fund 325 - $53.85 $250,000 4,563 0.02% 10,000 0 0    Closed - End Fund - E...
   (SCZ)1 Year Chart         SCZ ISHARES MSCI EAFE SM 338 - $61.51 $232,000 3,663 0.02% 5,000 0 0.002    Closed - End Fund - E...
   (TMFG)1 Year Chart         TMFG Motley Fool Global Opportun... 343 - $0.00 $225,000 7,432 0.02% 18,000 0 0.038    N/A
   (RWR)1 Year Chart         RWR Dow Jones Wilshire REIT 352 - $92.84 $212,000 2,245 0.02% -2,000 0 0.014    Closed - End Fund - E...
   (KWR)1 Year Chart         KWR Quaker Chemical Corp 355 - $170.01 $205,000 1,000 0.02% -8,000 0 0.006    Specialty Chemicals

      29 Records Found
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