Gyl Financial Synergies, LLC Portfolio Holdings

Gyl Financial Synergies, LLC

  • $1.31 Billion
  • Q3 2024

Gyl Financial Synergies, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.31 Billion distributed in 361 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $105M, Microsoft Corp with a value of $60.4M, Invesco S&P 500 Equal Weight E with a value of $54M, Apple Inc. with a value of $50.4M, and Amazon Com Inc with a value of $33.6M.

Examining the 13F form we can see an increase of $31.9M in the current position value, from $1.28B to 1.31B.

Below you can find more details about Gyl Financial Synergies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.31 Billion
ETFs: $496 Million
Technology: $182 Million
Financial Services: $130 Million
Healthcare: $101 Million
Communication Services: $81.7 Million
Consumer Defensive: $76.8 Million
Consumer Cyclical: $73.1 Million
Industrials: $69.5 Million
Other: $97.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$105 Million 8.03% of portfolio
585,994
Q3 2024 Reduced 0.13%
$3.21T
$60.4 Million 4.62% of portfolio
140,283
Q3 2024 Added 0.06%
$0
$54 Million 4.13% of portfolio
301,266
Q3 2024 Reduced 0.52%
$3.85T
$50.4 Million 3.86% of portfolio
216,537
Q3 2024 Reduced 3.36%
$2.15T
$33.6 Million 2.57% of portfolio
180,475
Q3 2024 Added 2.15%
$722B
$32.1 Million 2.46% of portfolio
152,385
Q3 2024 Reduced 1.73%
$1.01T
$25.3 Million 1.94% of portfolio
152,678
Q3 2024 Reduced 0.32%
$0
$22.8 Million 1.74% of portfolio
39,731
Q3 2024 Added 2.02%
$1.29T
$22.5 Million 1.72% of portfolio
39,371
Q3 2024 Added 1.2%
$345B
$20.2 Million 1.55% of portfolio
166,433
Q3 2024 Reduced 0.86%
$0
$19.1 Million 1.46% of portfolio
33,450
Q3 2024 Added 1.37%
$0
$19.1 Million 1.46% of portfolio
312,642
Q3 2024 Added 1.18%
$205B
$18.4 Million 1.41% of portfolio
37,205
Q3 2024 Reduced 2.09%
$203B
$18 Million 1.38% of portfolio
148,558
Q3 2024 Reduced 0.53%
$760B
$17.2 Million 1.31% of portfolio
19,408
Q3 2024 Reduced 5.29%
$0
$17 Million 1.3% of portfolio
256,660
Q3 2024 Added 2.1%
$628B
$15.8 Million 1.21% of portfolio
34,402
Q3 2024 Reduced 1.65%
$426B
$14.2 Million 1.09% of portfolio
82,118
Q3 2024 Reduced 21.89%
$0
$14.1 Million 1.08% of portfolio
267,548
Q3 2024 Added 3.56%
$138B
$13.9 Million 1.06% of portfolio
222,167
Q3 2024 Reduced -0.0%
$0
$13.6 Million 1.04% of portfolio
23,615
Q3 2024 Reduced 1.33%
$37.5B
$13.3 Million 1.02% of portfolio
56,262
Q3 2024 Added 0.16%
$67.4B
$13.3 Million 1.02% of portfolio
76,937
Q3 2024 Added 889.67%
$518B
$13.1 Million 1.0% of portfolio
47,512
Q3 2024 Added 2.04%
$318B
$12.2 Million 0.94% of portfolio
83,186
Q3 2024 Reduced 0.15%
$0
$11.8 Million 0.91% of portfolio
178,084
Q3 2024 Added 3.81%
$1.05T
$11.6 Million 0.89% of portfolio
69,340
Q3 2024 Added 0.74%
$0
$10.2 Million 0.78% of portfolio
70,379
Q3 2024 Added 0.69%
$59.4B
$10.2 Million 0.78% of portfolio
60,517
Q3 2024 Added 0.32%
$0
$9.72 Million 0.74% of portfolio
68,048
Q3 2024 Added 0.99%
$82.8B
$9.28 Million 0.71% of portfolio
47,492
Q3 2024 Added 0.2%
$0
$9.04 Million 0.69% of portfolio
31,908
Q3 2024 Reduced 8.96%
$96.5B
$8.92 Million 0.68% of portfolio
38,378
Q3 2024 Reduced 20.11%
$0
$8.8 Million 0.67% of portfolio
18,022
Q3 2024 Added 1.86%
$0
$8.55 Million 0.65% of portfolio
97,434
Q3 2024 Reduced 0.85%
$145B
$8.28 Million 0.63% of portfolio
286,180
Q3 2024 Reduced 13.09%
$400B
$7.91 Million 0.6% of portfolio
11,146
Q3 2024 Reduced 1.06%
$0
$7.68 Million 0.59% of portfolio
27,230
Q3 2024 Reduced 5.15%
$67.7B
$7.59 Million 0.58% of portfolio
32,922
Q3 2024 Reduced 22.35%
$42.2B
$7.42 Million 0.57% of portfolio
149,217
Q3 2024 Reduced 1.26%
$0
$7.32 Million 0.56% of portfolio
13,870
Q3 2024 Added 3.75%
$0
$7.29 Million 0.56% of portfolio
110,614
Q3 2024 Reduced 0.27%
$321B
$7.08 Million 0.54% of portfolio
35,868
Q3 2024 Reduced 3.32%
$136B
$7.07 Million 0.54% of portfolio
12,097
Q3 2024 Added 5.47%
$569B
$7.12 Million 0.54% of portfolio
12,183
Q3 2024 Reduced 9.31%
$120B
$6.92 Million 0.53% of portfolio
14,882
Q3 2024 Reduced 1.82%
$92.9B
$6.95 Million 0.53% of portfolio
27,973
Q3 2024 Reduced 1.12%
$0
$6.73 Million 0.51% of portfolio
107,955
Q3 2024 Added 2.34%
$225B
$6.52 Million 0.5% of portfolio
38,318
Q3 2024 Reduced 15.6%

Summary

  • Portfolio
  • No. of Stocks 361
  • Current Value $1.31 Billion
  • Prior Value $1.28 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 19 stocks
  • Additional Purchases 119 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 197 stocks
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