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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$175B
$4.03 Million 0.31% of portfolio
108,213
Q3 2024 Reduced 41.97%
$4.39B
$4.02 Million 0.31% of portfolio
34,789
Q3 2024 Added 0.23%
$23.2B
$3.88 Million 0.3% of portfolio
99,213
Q3 2024 Added 2.38%
$426B
$3.94 Million 0.3% of portfolio
24,338
Q3 2024 Reduced 39.54%
$152B
$3.82 Million 0.29% of portfolio
13,734
Q3 2024 Reduced 0.66%
$229B
$3.66 Million 0.28% of portfolio
16,577
Q3 2024 Reduced 19.29%
$96.6B
$3.5 Million 0.27% of portfolio
38,793
Q3 2024 Reduced 0.29%
$220B
$3.55 Million 0.27% of portfolio
18,833
Q3 2024 Added 0.46%
$22.2B
$3.59 Million 0.27% of portfolio
18,511
Q3 2024 Added 32.8%
$95.6B
$3.6 Million 0.27% of portfolio
22,390
Q3 2024 Reduced 0.26%
$12.2B
$3.46 Million 0.26% of portfolio
106,385
Q3 2024 Reduced 8.78%
$30B
$3.45 Million 0.26% of portfolio
29,071
Q3 2024 Reduced 0.29%
$58.8B
$3.25 Million 0.25% of portfolio
147,170
Q3 2024 Added 0.55%
$190B
$3.02 Million 0.23% of portfolio
3,381
Q3 2024 Reduced 0.59%
$140B
$2.98 Million 0.23% of portfolio
35,299
Q3 2024 Added 317.54%
$54.2B
$2.87 Million 0.22% of portfolio
57,482
Q3 2024 Added 1.04%
$75.8B
$2.73 Million 0.21% of portfolio
2,600
Q3 2024 Reduced 1.96%
$32.6B
$2.57 Million 0.2% of portfolio
20,969
Q3 2024 Reduced 1.35%
$87B
$2.64 Million 0.2% of portfolio
35,772
Q3 2024 Reduced 2.64%
$14.2B
$2.66 Million 0.2% of portfolio
58,719
Q3 2024 Added 4.58%
$113B
$2.55 Million 0.19% of portfolio
20,160
Q3 2024 Reduced 2.11%
$53.4B
$2.39 Million 0.18% of portfolio
6,557
Q3 2024 Reduced 2.44%
$7.23B
$2.31 Million 0.18% of portfolio
61,466
Q3 2024 New
$69.8B
$2.39 Million 0.18% of portfolio
18,699
Q3 2024 Reduced 2.17%
$25.7B
$2.34 Million 0.18% of portfolio
18,195
Q3 2024 Reduced 1.53%
$85.3B
$2.42 Million 0.18% of portfolio
17,724
Q3 2024 Reduced 0.02%
$10.7B
$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%
$32.8B
$2.29 Million 0.17% of portfolio
12,836
Q3 2024 Added 0.05%
$35.2B
$2.29 Million 0.17% of portfolio
30,965
Q3 2024 Reduced 11.78%
$16.1B
$2.05 Million 0.16% of portfolio
25,215
Q3 2024 Reduced 2.2%
$105B
$2.04 Million 0.16% of portfolio
2,633
Q3 2024 New
$29.6B
$2.04 Million 0.16% of portfolio
5,319
Q3 2024 Reduced 0.65%
$45.8B
$2.15 Million 0.16% of portfolio
13,307
Q3 2024 Reduced 2.26%
$172B
$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%
$13.5B
$2.06 Million 0.16% of portfolio
88,569
Q3 2024 Reduced 2.41%
$19B
$1.92 Million 0.15% of portfolio
4,466
Q3 2024 Added 249.18%
$70.9B
$1.98 Million 0.15% of portfolio
18,116
Q3 2024 Reduced 1.95%
$53.8B
$1.9 Million 0.15% of portfolio
14,138
Q3 2024 Reduced 2.57%
$45.2B
$2 Million 0.15% of portfolio
7,481
Q3 2024 Reduced 1.7%
$465B
$1.92 Million 0.15% of portfolio
11,284
Q3 2024 Added 0.12%
$181B
$1.99 Million 0.15% of portfolio
5,078
Q3 2024 Added 1.95%
$13B
$1.77 Million 0.14% of portfolio
11,481
Q3 2024 Reduced 1.09%
$11B
$1.87 Million 0.14% of portfolio
19,920
Q3 2024 Reduced 1.96%
$19B
$1.85 Million 0.14% of portfolio
11,666
Q3 2024 Added 2.17%
$19.3B
$1.82 Million 0.14% of portfolio
51,675
Q3 2024 Reduced 0.75%
$89.6B
$1.74 Million 0.13% of portfolio
15,128
Q3 2024 Reduced 4.7%
$238B
$1.75 Million 0.13% of portfolio
15,377
Q3 2024 Reduced 0.05%

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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