EdgeMarket › What Gyl Financial Synergies, Llc reported owning
What Gyl Financial Synergies, Llc reported owning
As filed on Form 13F for the quarter ending 2024-09-30, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.3BPositions
361Quarter
2024-09-30Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| QUAL iShares MSCI USA Quality Factor ETF | 105.1M | 7.9% | 586.0K | 223.22 | +19.3% |
| MSFT MICROSOFT CORP | 60.4M | 4.5% | 140.3K | 483.24 | -4.4% |
| RSP Invesco S&P 500 Equal Weight ETF | 54.0M | 4.1% | 301.3K | 221.67 | +18.8% |
| AAPL Apple Inc. | 50.5M | 3.8% | 216.5K | 309.35 | +36.9% |
| AMZN AMAZON COM INC | 33.6M | 2.5% | 180.5K | 258.63 | +15.6% |
| JPM JPMORGAN CHASE & CO | 32.1M | 2.4% | 152.4K | 351.58 | +20.3% |
| GOOGL Alphabet Inc. | 25.3M | 1.9% | 152.7K | 344.82 | +73.0% |
| SPY SPDR S&P 500 ETF TRUST | 22.8M | 1.7% | 39.7K | 765.72 | +20.0% |
| META Meta Platforms, Inc. | 22.5M | 1.7% | 39.4K | 549.90 | -26.5% |
| NVDA NVIDIA CORP | 20.2M | 1.5% | 166.4K | 214.72 | +22.4% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 19.1M | 1.4% | 312.6K | 97.80 | +53.2% |
| MDY SPDR S&P MIDCAP 400 ETF TRUST | 19.1M | 1.4% | 33.5K | 699.60 | +20.6% |
| GS GOLDMAN SACHS GROUP INC | 18.4M | 1.4% | 37.2K | 1,039.28 | +44.2% |
| PM Philip Morris International Inc. | 18.0M | 1.4% | 148.6K | 188.23 | +8.9% |
| LLY ELI LILLY & Co | 17.2M | 1.3% | 19.4K | 1,255.40 | +78.0% |
| SMLF iShares U.S. Small-Cap Equity Factor ETF | 17.0M | 1.3% | 256.7K | 89.29 | +26.8% |
| IUSB iShares Core Universal USD Bond ETF | 16.2M | 1.2% | 344.1K | 45.43 | -1.7% |
| unmapped CUSIP 084670702 | 15.8M | 1.2% | 34.4K | — | — |
| PG PROCTER & GAMBLE Co | 14.2M | 1.1% | 82.1K | 144.68 | -9.3% |
| VEA Vanguard FTSE Developed Markets ETF | 14.1M | 1.1% | 267.5K | 73.42 | +24.7% |
| C CITIGROUP INC | 13.9M | 1.0% | 222.2K | 131.65 | +41.3% |
| IVV iShares Core S&P 500 ETF | 13.6M | 1.0% | 23.6K | 769.31 | +20.0% |
| IQV IQVIA HOLDINGS INC. | 13.3M | 1.0% | 56.3K | 259.82 | +35.3% |
| AVGO Broadcom Inc. | 13.3M | 1.0% | 76.9K | 368.45 | +26.5% |
| V VISA INC. | 13.1M | 1.0% | 47.5K | 371.04 | +7.9% |
| CVX CHEVRON CORP | 12.3M | 0.9% | 83.2K | 205.27 | +34.0% |
| GEHC GE HealthCare Technologies Inc. | 11.9M | 0.9% | 126.5K | 74.82 | +1.3% |
| SCHB Schwab U.S. Broad Market ETF | 11.8M | 0.9% | 178.1K | 29.61 | +20.4% |
| GOOG Alphabet Inc. | 11.6M | 0.9% | 69.3K | 341.75 | +70.7% |
| IBB iShares Biotechnology ETF | 10.2M | 0.8% | 70.4K | 213.56 | +54.3% |
| SPG SIMON PROPERTY GROUP INC. | 10.2M | 0.8% | 60.5K | 218.29 | +25.4% |
| VFQY Vanguard U.S. Quality Factor ETF | 9.7M | 0.7% | 68.0K | 178.22 | +20.2% |
| ZTS Zoetis Inc. | 9.3M | 0.7% | 47.5K | 77.73 | -50.4% |
| VTI Vanguard Morningstar Total Stock Market ETF | 9.0M | 0.7% | 31.9K | 378.24 | +20.5% |
| AMT AMERICAN TOWER CORP /MA/ | 8.9M | 0.7% | 38.4K | 175.80 | -16.1% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 8.8M | 0.7% | 18.0K | 713.44 | +26.1% |
| XLE State Street Energy Select Sector SPDR ETF | 8.6M | 0.6% | 97.4K | 63.64 | +48.3% |
| PFE PFIZER INC | 8.3M | 0.6% | 286.2K | 28.07 | +10.6% |
| NFLX NETFLIX INC | 7.9M | 0.6% | 11.1K | 79.59 | -34.4% |
| VHT Vanguard Health Care ETF | 7.7M | 0.6% | 27.2K | 327.70 | +28.7% |
| HLT Hilton Worldwide Holdings Inc. | 7.6M | 0.6% | 32.9K | 326.63 | +21.0% |
| IAU ISHARES GOLD TRUST | 7.4M | 0.6% | 149.2K | 86.79 | +37.5% |
| VOO Vanguard S&P 500 ETF | 7.3M | 0.6% | 13.9K | 703.71 | +20.0% |
| ICF iShares Select U.S. REIT ETF | 7.3M | 0.5% | 110.6K | 68.61 | +12.6% |
| UNH UNITEDHEALTH GROUP INC | 7.1M | 0.5% | 12.2K | 390.11 | +30.1% |
| ABBV AbbVie Inc. | 7.1M | 0.5% | 35.9K | 264.96 | +26.7% |
| LMT LOCKHEED MARTIN CORP | 7.1M | 0.5% | 12.1K | 563.57 | +26.4% |
| MAR MARRIOTT INTERNATIONAL INC /MD/ | 7.0M | 0.5% | 28.0K | 356.39 | +35.2% |
| VRTX VERTEX PHARMACEUTICALS INC / MA | 6.9M | 0.5% | 14.9K | 548.05 | +39.0% |
| IJH iShares Core S&P Mid-Cap ETF | 6.7M | 0.5% | 108.0K | 76.77 | +20.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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