Top 50 Gyl Financial Synergies, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | 7.9% | 586.0K | $105.1M | -0.13%(-755) | โ | 2024-09-30 | |
| MSFT | MICROSOFT CORP | 4.54% | 140.3K | $60.4M | +0.06%(+85) | โ | 2024-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.06% | 301.3K | $54.0M | -0.52%(-1.56K) | โ | 2024-09-30 | |
| AAPL | APPLE INC | 3.79% | 216.5K | $50.5M | -3.36%(-7.52K) | โ | 2024-09-30 | |
| AMZN | AMAZON COM INC | 2.53% | 180.5K | $33.6M | +2.15%(+3.80K) | โ | 2024-09-30 | |
| JPM | JPMORGAN CHASE & CO. | 2.42% | 152.4K | $32.1M | -1.73%(-2.69K) | โ | 2024-09-30 | |
| GOOGL | ALPHABET INC | 1.9% | 152.7K | $25.3M | -0.32%(-485) | โ | 2024-09-30 | |
| SPY | SPDR S&P 500 ETF TR | 1.71% | 39.7K | $22.8M | +2.02%(+787) | โ | 2024-09-30 | |
| META | META PLATFORMS INC | 1.69% | 39.4K | $22.5M | +1.20%(+466) | โ | 2024-09-30 | |
| NVDA | NVIDIA CORPORATION | 1.52% | 166.4K | $20.2M | -0.86%(-1.45K) | โ | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Gyl Financial Synergies, Llc reports $1.33B in US-listed equity holdings across 361 positions in its most recent 13F filing. Its largest disclosed positions are QUAL (7.9%), MSFT (4.5%) and RSP (4.1%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Gyl Financial Synergies, Llcโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767715). View Gyl Financial Synergies, Llcโs 13F filings on SEC