Institutions / Gyl Financial Synergies, LLC
Gyl Financial Synergies, LLC
CIK 1767715 · Institution · as of Sep 30, 2024
Portfolio value
$1.33B
Positions
361
As of
Sep 30, 2024
Portfolio trend
Portfolio value
$1.33B+2.7%Positions
361-1.1%Top holdings
Sep 30, 2024View all 361 →
| Company | Value | % of portfolio |
|---|---|---|
| iSHARES TRUST | $105.07M | 7.9% |
| Microsoft CorpMSFT | $60.36M | 4.5% |
| Invesco Exchange Traded Fd TRSP | $53.97M | 4.1% |
| Apple IncAAPL | $50.45M | 3.8% |
| Amazon Com IncAMZN | $33.63M | 2.5% |
| JPMorgan Chase & CoJPM | $32.13M | 2.4% |
| Alphabet Inc.GOOG | $25.32M | 1.9% |
| SPDR S&P 500 ETF TrSPY | $22.80M | 1.7% |
| Facebook IncFB | $22.54M | 1.7% |
| Nvidia CorpNVDA | $20.21M | 1.5% |
| iShares IncEMXC | $19.11M | 1.4% |
| SPDR S&P Midcap 400 ETF TrMDY | $19.06M | 1.4% |
| Goldman Sachs Group IncGS | $18.42M | 1.4% |
| Philip Morris International Inc.PM | $18.03M | 1.4% |
| ELI LILLY & CoLLY | $17.19M | 1.3% |
| iSHARES TRUST | $17.03M | 1.3% |
| iSHARES TRUST | $16.22M | 1.2% |
| Berkshire Hathaway IncBRK-A | $15.83M | 1.2% |
| PROCTER & GAMBLE CoPG | $14.22M | 1.1% |
| Vanguard Tax-Managed FdsVEA | $14.13M | 1.1% |
| Citigroup IncC | $13.91M | 1.0% |
| iSHARES TRUST | $13.62M | 1.0% |
| Iqvia Holdings Inc.IQV | $13.33M | 1.0% |
| Broadcom Inc.AVGO | $13.27M | 1.0% |
| Visa Inc.V | $13.06M | 1.0% |
Activity
Sep 30, 2024View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2022 as of | Add Other (per filing) | iSHARES TRUST fund | $91.93M | +781K +324.53% | 1,022,100 9.04% of portfolio | high |
| Q4 2023 as of | Add Other (per filing) | iSHARES TRUST fund | $66.28M | +725K +63.93% | 1,859,207 12.78% of portfolio | high |
| Q1 2023 as of | Trim Other (per filing) | iSHARES TRUST fund | $-44.71M | -426K -26.60% | 1,176,438 9.28% of portfolio | medium |
| Q1 2023 as of |