Gyl Financial Synergies, LLC Portfolio Holdings by Sector
Gyl Financial Synergies, LLC
- $1.31 Billion
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
QUAL RSP SPY EMXC MDY SMLF IUSB VEA 105 stocks |
$485,418
37.12% of portfolio
|
48
|
38
|
5
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ORCL SNPS ADBE PANW CRWD 7 stocks |
$69,781
5.34% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG SPOT 4 stocks |
$61,081
4.67% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$50,431
3.86% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM C BAC WFC 4 stocks |
$47,831
3.66% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY PFE ABBV MRK JNJ BMY AMGN 7 stocks |
$42,969
3.29% of portfolio
|
1
|
6
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO QCOM TXN MU AMD INTC ADI 8 stocks |
$36,604
2.8% of portfolio
|
5
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA 2 stocks |
$34,046
2.6% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM SHEL TTE BP NFG 6 stocks |
$25,182
1.93% of portfolio
|
1
|
5
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS RJF SF 3 stocks |
$22,857
1.75% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP PYPL MA COF 5 stocks |
$21,768
1.66% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG UL ELF CL 4 stocks |
$20,509
1.57% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IQV DHR DGX TMO 4 stocks |
$19,970
1.53% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
CMI PH GE EMR ETN IR ITW OTIS 9 stocks |
$18,623
1.42% of portfolio
|
1
|
8
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$18,371
1.4% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$15,833
1.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT LAMR DLR GLPI 4 stocks |
$14,892
1.14% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
HLT MAR 2 stocks |
$14,542
1.11% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG KIM O 3 stocks |
$12,771
0.98% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO NEE DTE DUK XEL PNW POR ED 8 stocks |
$12,350
0.94% of portfolio
|
4
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO MNST 3 stocks |
$11,768
0.9% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CDNS NOW UBER CRM FICO INTU DUOL 7 stocks |
$11,330
0.87% of portfolio
|
3
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT 3 stocks |
$10,559
0.81% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T CMCSA 3 stocks |
$10,334
0.79% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX REGN UTHR 3 stocks |
$9,991
0.76% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IYR RWR 3 stocks |
$9,727
0.74% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS PARA 3 stocks |
$9,693
0.74% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT RTX BA GD 4 stocks |
$9,565
0.73% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS HLN 2 stocks |
$9,539
0.73% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI ELV 3 stocks |
$8,414
0.64% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG MCD SBUX DRI TXRH 5 stocks |
$8,379
0.64% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
ICE SPGI CME FDS MCO 5 stocks |
$8,034
0.61% of portfolio
|
3
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC CSX 3 stocks |
$7,975
0.61% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
UDR MAA INVH CPT AMH 5 stocks |
$7,481
0.57% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
AMP BK APO BX NUV NMFC MRCC 7 stocks |
$7,452
0.57% of portfolio
|
1
|
5
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
CAG GIS HRL INGR 4 stocks |
$6,620
0.51% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL ANET PSTG 3 stocks |
$5,708
0.44% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
$5,470
0.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
REIT—Industrial | Real Estate
PLD PSA EGP 3 stocks |
$5,140
0.39% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$5,133
0.39% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
BLDR CARR TT 3 stocks |
$5,127
0.39% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$4,864
0.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
BXP 1 stocks |
$4,460
0.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN SAIC 3 stocks |
$4,321
0.33% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
DVN COP 2 stocks |
$4,213
0.32% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
BCO 1 stocks |
$4,022
0.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
EME PWR TTEK 3 stocks |
$3,817
0.29% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI EPD 2 stocks |
$3,490
0.27% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX ADP 2 stocks |
$3,364
0.26% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS FDX 2 stocks |
$3,254
0.25% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
WSC URI 2 stocks |
$3,206
0.25% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$2,935
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$2,869
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
MTB WBS UCBI 3 stocks |
$2,864
0.22% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$2,635
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL L PGR WRB TRV 5 stocks |
$2,524
0.19% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$2,504
0.19% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT MDT SYK 3 stocks |
$2,485
0.19% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$2,471
0.19% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$2,393
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
HOLX BDX 2 stocks |
$2,257
0.17% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC 1 stocks |
$2,038
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK 1 stocks |
$2,004
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
TOL 1 stocks |
$1,773
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$1,719
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
MSI CSCO 2 stocks |
$1,619
0.12% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO DKS CASY 3 stocks |
$1,132
0.09% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
RSG WM 2 stocks |
$1,105
0.08% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1,059
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM 1 stocks |
$873
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
SFIX TJX 2 stocks |
$860
0.07% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
PKG IP BERY 3 stocks |
$822
0.06% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
PVH 1 stocks |
$805
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
THC EHC 2 stocks |
$798
0.06% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE BIP 2 stocks |
$724
0.06% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE CROX 2 stocks |
$597
0.05% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$554
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
AN 1 stocks |
$516
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$508
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Specialty Chemicals | Basic Materials
DD IFF 2 stocks |
$493
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
WCC AIT 2 stocks |
$475
0.04% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
EXP 1 stocks |
$319
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
RIO 1 stocks |
$308
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
BRO 1 stocks |
$305
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
XPRO 1 stocks |
$300
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$291
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$257
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$254
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
LKQ 1 stocks |
$244
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
MOS 1 stocks |
$227
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU 1 stocks |
$224
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$206
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Broadcasting | Communication Services
CURI 1 stocks |
$34
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|