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
$68B
$2.73 Million 0.21% of portfolio
2,600
Q3 2024 Reduced 1.96%
$29.9B
$2.57 Million 0.2% of portfolio
20,969
Q3 2024 Reduced 1.35%
$93B
$2.64 Million 0.2% of portfolio
35,772
Q3 2024 Reduced 2.64%
$14.7B
$2.66 Million 0.2% of portfolio
58,719
Q3 2024 Added 4.58%
$0
$2.49 Million 0.19% of portfolio
201,771
Q3 2024 Reduced 0.43%
$103B
$2.55 Million 0.19% of portfolio
20,160
Q3 2024 Reduced 2.11%
$52.5B
$2.39 Million 0.18% of portfolio
6,557
Q3 2024 Reduced 2.44%
$0
$2.34 Million 0.18% of portfolio
39,463
Q3 2024 Reduced 0.87%
$5.94B
$2.31 Million 0.18% of portfolio
61,466
Q3 2024 New
$71B
$2.39 Million 0.18% of portfolio
18,699
Q3 2024 Reduced 2.17%
$26.8B
$2.34 Million 0.18% of portfolio
18,195
Q3 2024 Reduced 1.53%
$80.2B
$2.42 Million 0.18% of portfolio
17,724
Q3 2024 Reduced 0.02%
$9.91B
$2.22 Million 0.17% of portfolio
16,634
Q3 2024 Reduced 2.25%
$15.6B
$2.29 Million 0.17% of portfolio
16,670
Q2 2024 Added 0.07%
$30.9B
$2.29 Million 0.17% of portfolio
12,836
Q3 2024 Added 0.05%
$0
$2.25 Million 0.17% of portfolio
96,924
Q3 2024 Added 0.2%
$15.4B
$2.05 Million 0.16% of portfolio
25,215
Q3 2024 Reduced 2.2%
$96.3B
$2.04 Million 0.16% of portfolio
2,633
Q3 2024 New
$0
$2.13 Million 0.16% of portfolio
19,233
Q2 2024 Added 1.58%
$23.8B
$2.04 Million 0.16% of portfolio
5,319
Q3 2024 Reduced 0.65%
$0
$2.11 Million 0.16% of portfolio
43,706
Q3 2024 Added 1.19%
$41.2B
$2.15 Million 0.16% of portfolio
13,307
Q3 2024 Reduced 2.26%
$166B
$2.15 Million 0.16% of portfolio
4,166
Q3 2024 Added 1.39%
$142B
$2.09 Million 0.16% of portfolio
10,133
Q3 2024 Reduced 42.11%
$12.9B
$2.06 Million 0.16% of portfolio
88,569
Q3 2024 Reduced 2.41%
$0
$2.09 Million 0.16% of portfolio
20,792
Q3 2024 Reduced 2.12%
$0
$1.97 Million 0.15% of portfolio
25,284
Q3 2024 Added 1.13%
$17.6B
$1.92 Million 0.15% of portfolio
4,466
Q3 2024 Added 249.18%
$64.8B
$1.98 Million 0.15% of portfolio
18,116
Q3 2024 Reduced 1.95%
$55.6B
$1.9 Million 0.15% of portfolio
14,138
Q3 2024 Reduced 2.57%
$46.7B
$2 Million 0.15% of portfolio
7,481
Q3 2024 Reduced 1.7%
$377B
$1.92 Million 0.15% of portfolio
11,284
Q3 2024 Added 0.12%
$0
$1.96 Million 0.15% of portfolio
67,217
Q3 2024 Added 5.29%
$174B
$1.99 Million 0.15% of portfolio
5,078
Q3 2024 Added 1.95%
$12B
$1.77 Million 0.14% of portfolio
11,481
Q3 2024 Reduced 1.09%
$10B
$1.87 Million 0.14% of portfolio
19,920
Q3 2024 Reduced 1.96%
$19.4B
$1.85 Million 0.14% of portfolio
11,666
Q3 2024 Added 2.17%
$21.3B
$1.82 Million 0.14% of portfolio
51,675
Q3 2024 Reduced 0.75%
$93.9B
$1.74 Million 0.13% of portfolio
15,128
Q3 2024 Reduced 4.7%
$232B
$1.75 Million 0.13% of portfolio
15,377
Q3 2024 Reduced 0.05%
$32.7B
$1.72 Million 0.13% of portfolio
19,844
Q3 2024 Reduced 0.34%
$0
$1.73 Million 0.13% of portfolio
20,640
Q3 2024 Reduced 1.49%
$36.4B
$1.66 Million 0.13% of portfolio
5,572
Q3 2024 Added 9.47%
$180B
$1.53 Million 0.12% of portfolio
15,858
Q3 2024 Added 1.55%
$54.8B
$1.58 Million 0.12% of portfolio
6,345
Q3 2024 Reduced 0.11%
$0
$1.51 Million 0.12% of portfolio
19,187
Q3 2024 Added 122.66%
$106B
$1.63 Million 0.12% of portfolio
4,427
Q3 2024 Reduced 1.53%
$13.1B
$1.59 Million 0.12% of portfolio
30,978
Q3 2024 Reduced 1.46%
$0
$1.6 Million 0.12% of portfolio
4,627
Q3 2024 Reduced 8.85%

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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