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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 : 2023-12-31
  Total Value : $1,208,661,000
  Total Value Change : $179,323,000
  Securities Held Change : 38
   
All Securities Held : 365
  New Positions : 31
  Closed Positions : 6
  Increased Positions : 163
  Unchanged Positions : 20
  Decreased Positions : 151

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Holdings Found : 20     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
   (BBJP)1 Year Chart         BBJP Jpmorgan Betabuilders Japan... 121 - $0.00 $2,061,000 39,243 0.17% 89,000 0 0.013    N/A
   (L)1 Year Chart         L Loews Corp 206 - $77.31 $731,000 10,510 0.06% 66,000 0 0.004    Property & Casualty I...
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 212 - $284.23 $664,000 2,531 0.05% 69,000 0 0.002    Closed - End Fund - E...
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 219 - $113.76 $631,000 5,993 0.05% 67,000 0 0.002    Closed - End Fund - E...
   (HEDJ)1 Year Chart         HEDJ Wisdomtree International He... 246 - $47.59 $466,000 10,870 0.04% 37,000 0 0.04    N/A
   (SRE)1 Year Chart         SRE Sempra Energy 253 - $71.98 $447,000 5,976 0.04% 40,000 0 0.001    Electric Utilities
   (CIU)1 Year Chart         CIU iShares Barclays Intermedia... 262 - $50.81 $400,000 7,685 0.03% 26,000 0 0.001    Closed - End Fund - E...
   (IYR)1 Year Chart         IYR iShares Dow Jones US Real E... 263 - $84.77 $396,000 4,337 0.03% 57,000 0 0.001    Closed - End Fund - E...
   (DTD)1 Year Chart         DTD Wisdom Tree Trust Total Div... 267 - $67.53 $384,000 5,880 0.03% 30,000 0 0.008    Closed - End Fund - E...
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 278 - $515.42 $332,000 686 0.03% 47,000 0 0    Closed - End Fund - E...
   (IJK)1 Year Chart         IJK iShares S&P mC400/BARRA GR 281 - $89.16 $327,000 4,124 0.03% 29,000 0 0.004    Closed - End Fund - E...
   (IWS)1 Year Chart         IWS iShares Tr Rssll Midcap Valu 282 - $122.22 $326,000 2,801 0.03% 34,000 0 0.002    Closed - End Fund - E...
   (XLI)1 Year Chart         XLI SPDR Industrial Sector 287 - $124.35 $297,000 2,608 0.02% 33,000 0 0    Closed - End Fund - E...
   (DSI)1 Year Chart         DSI iShares KLD 400 Social Index 290 - $98.55 $283,000 3,112 0.02% 30,000 0 0.005    Closed - End Fund - E...
   (INGR)1 Year Chart         INGR Ingredion Incorporated 295 - $118.45 $277,000 2,552 0.02% 26,000 0 0    Processed & Packaged ...
   (XLRE)1 Year Chart         XLRE Real Estate Select Sector S... 313 - $37.07 $250,000 6,238 0.02% 37,000 0 0    N/A
   (VXF)1 Year Chart         VXF Vanguard Extended Market VI... 315 - $169.69 $246,000 1,499 0.02% 31,000 0 0.002    Closed - End Fund - E...
   (NFG)1 Year Chart         NFG National Fuel Gas Co 317 - $55.86 $240,000 4,793 0.02% -9,000 0 0.044    Gas Utilities
   (DWM)1 Year Chart         DWM WisdomTree Trust DIEFA Fund 319 - $53.85 $240,000 4,563 0.02% 19,000 0 0.038    Closed - End Fund - E...
   (SCZ)1 Year Chart         SCZ ISHARES MSCI EAFE SM 332 - $63.15 $227,000 3,663 0.02% 20,000 0 0    Closed - End Fund - E...

      20 Records Found
  1    
Page 1 of 1
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