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 Market Cap. of Under $50 Millions
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