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| Name: |
GYL Financial Synergies LLC |
| City: |
West Hartford |
| State: |
CT |
| Zip: |
06107 |
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data |
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| Holdings
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31 |
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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 |
|
MBB |
iShares Barclays MBS Bond |
56 |
New |
$90.82 |
$5,611,000 |
59,636 |
0.46% |
5,611,000 |
59,636 |
0.007 |
Closed - End Fund - E... |
|
|
MCK |
McKesson Corp |
99 |
New |
$531.10 |
$2,736,000 |
5,909 |
0.23% |
2,736,000 |
5,909 |
0.004 |
Drugs Wholesale |
|
|
UDR |
UDR Inc |
128 |
New |
$38.27 |
$1,909,000 |
49,868 |
0.16% |
1,909,000 |
49,868 |
0.015 |
REIT - Housing/Apartm... |
|
|
KIM |
Kimco Realty Corp |
149 |
New |
$18.92 |
$1,510,000 |
70,865 |
0.12% |
1,510,000 |
70,865 |
0.011 |
REIT - Retail |
|
|
ESGE |
IShares MSCI EM ESG ETF |
271 |
New |
$33.20 |
$353,000 |
11,014 |
0.03% |
353,000 |
11,014 |
0.007 |
N/A |
|
|
VLTO |
Veralto Corp |
274 |
New |
$96.73 |
$340,000 |
4,134 |
0.03% |
340,000 |
4,134 |
0.002 |
N/A |
|
|
EAGG |
Ishares Esg Us Aggregate Bo... |
285 |
New |
$46.24 |
$303,000 |
6,347 |
0.03% |
303,000 |
6,347 |
0.003 |
N/A |
|
|
CPNG |
Coupang, Inc. |
286 |
New |
$0.00 |
$300,000 |
18,543 |
0.02% |
300,000 |
18,543 |
0.001 |
N/A |
|
|
ELF |
E L F Beauty Inc |
300 |
New |
$161.38 |
$268,000 |
1,859 |
0.02% |
268,000 |
1,859 |
0.003 |
N/A |
|
|
UCBI |
United Community Banks Inc |
306 |
New |
$26.37 |
$261,000 |
8,923 |
0.02% |
261,000 |
8,923 |
0 |
Domestic Regional Banks |
|
|
YETI |
Yeti Holdings, Inc. |
308 |
New |
$0.00 |
$253,000 |
4,887 |
0.02% |
253,000 |
4,887 |
0.006 |
N/A |
|
|
PSX |
Phillips 66 |
314 |
New |
$146.94 |
$247,000 |
1,857 |
0.02% |
247,000 |
1,857 |
0 |
Oil & Gas Refining, P... |
|
|
PKG |
Packaging Corp Of America |
322 |
New |
$178.54 |
$238,000 |
1,462 |
0.02% |
238,000 |
1,462 |
0 |
Paper & Paper Products |
|
|
SNPS |
Synopsys Inc |
325 |
New |
$550.49 |
$234,000 |
454 |
0.02% |
234,000 |
454 |
0 |
Technical & System So... |
|
|
BN |
BROOKFIELD Corp |
330 |
New |
$43.99 |
$228,000 |
5,679 |
0.02% |
228,000 |
5,679 |
0 |
N/A |
|
|
EGP |
Eastgroup Properties Inc |
333 |
New |
$161.68 |
$225,000 |
1,228 |
0.02% |
225,000 |
1,228 |
0.003 |
REIT - Diversified |
|
|
SAIC |
Science Applications Intern... |
339 |
New |
$133.70 |
$221,000 |
1,775 |
0.02% |
221,000 |
1,775 |
0.003 |
N/A |
|
|
MU |
Micron Technology Inc |
340 |
New |
$119.32 |
$219,000 |
2,564 |
0.02% |
219,000 |
2,564 |
0 |
Semiconductor - Memor... |
|
|
BRO |
Brown & Brown Inc |
341 |
New |
$84.81 |
$216,000 |
3,037 |
0.02% |
216,000 |
3,037 |
0.001 |
Insurance Brokers |
|
|
RWR |
Dow Jones Wilshire REIT |
343 |
New |
$89.32 |
$214,000 |
2,245 |
0.02% |
214,000 |
2,245 |
0 |
Closed - End Fund - E... |
|
|
KWR |
Quaker Chemical Corp |
344 |
New |
$189.81 |
$213,000 |
1,000 |
0.02% |
213,000 |
1,000 |
0.006 |
Specialty Chemicals |
|
|
SYY |
SYSCO Corp |
346 |
New |
$74.62 |
$212,000 |
2,895 |
0.02% |
212,000 |
2,895 |
0 |
Food Wholesale |
|
|
AMH |
Amerus Group Co |
349 |
New |
$36.16 |
$209,000 |
5,823 |
0.02% |
209,000 |
5,823 |
0.002 |
Life & Health Insurance |
|
|
TMFG |
Motley Fool Global Opportun... |
352 |
New |
$0.00 |
$207,000 |
7,432 |
0.02% |
207,000 |
7,432 |
0 |
N/A |
|
|
KVUE |
Kenvue Inc. |
350 |
New |
$20.45 |
$207,000 |
9,623 |
0.02% |
207,000 |
9,623 |
0.039 |
N/A |
|
|
AVY |
Avery Dennison Corporation |
353 |
New |
$225.10 |
$206,000 |
1,018 |
0.02% |
206,000 |
1,018 |
0.001 |
Paper & Paper Products |
|
|
SCHW |
Charles Schwab Corp |
354 |
New |
$76.40 |
$206,000 |
2,989 |
0.02% |
206,000 |
2,989 |
0 |
Investment Brokerage ... |
|
|
CDW |
Cdw Corp |
356 |
New |
$220.32 |
$203,000 |
894 |
0.02% |
203,000 |
894 |
0.005 |
Catalog & Mail Order ... |
|
|
AIT |
Applied Industrial Technolo... |
358 |
New |
$193.87 |
$202,000 |
1,167 |
0.02% |
202,000 |
1,167 |
0.003 |
Industrial Equipment ... |
|
|
WRB |
WR Berkley Corporation |
360 |
New |
$78.56 |
$201,000 |
2,843 |
0.02% |
201,000 |
2,843 |
0 |
Property & Casualty I... |
|
|
SFIX |
Stitch Fix, Inc. |
364 |
New |
$2.15 |
$58,000 |
16,231 |
0% |
58,000 |
16,231 |
0.019 |
N/A |
|
