News + Filings Holdings
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GYL FINANCIAL SYNERGIES, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
iSHARES TRUST
| QUAL | Common | 654,092 | 367 | 88,217,413,000 | 7,112,965,000 | 8.03 | |
Hist
| 06/30/2023 |
MICROSOFT CORP
| MSFT | Common | 145,390 | 53,185 | 49,511,271,000 | 22,928,638,000 | 4.51 | 0.00 |
Hist
| 06/30/2023 |
INVESCO EXCHANGE TRADED FD T
| RSP | Common | 314,134 | 22,269 | 47,007,061,000 | 4,797,542,000 | 4.28 | |
Hist
| 06/30/2023 |
Apple Inc.
| AAPL | Common | 209,260 | 93,389 | 40,590,125,000 | 21,483,073,000 | 3.69 | |
Hist
| 06/30/2023 |
JPMORGAN CHASE & CO
| JPM | Common | 153,439 | 18,207 | 22,316,134,000 | 4,694,053,000 | 2.03 | |
Hist
| 06/30/2023 |
AMAZON COM INC
| AMZN | Common | 166,330 | 76,163 | 21,682,805,000 | 12,369,435,000 | 1.97 | |
Hist
| 06/30/2023 |
Alphabet Inc.
| GOOGL | COM | 158,721 | 51,429 | 18,998,952,000 | 7,869,511,000 | 1.73 | |
Hist
| 06/30/2023 |
VANGUARD SPECIALIZED FUNDS
| VIG | Common | 109,257 | -6,272 | 17,746,538,000 | -46,015,000 | 1.62 | |
Hist
| 06/30/2023 |
SPDR S&P 500 ETF TRUST
| SPY | Common | 39,122 | -1,533 | 17,341,996,000 | 698,395,000 | 1.58 | |
Hist
| 06/30/2023 |
PROCTER & GAMBLE Co
| PG | Common | 113,009 | -3,593 | 17,147,948,000 | -189,594,000 | 1.56 | 0.00 |
Hist
| 06/30/2023 |
SPDR S&P MIDCAP 400 ETF TRUST
| MDY | Common | 33,450 | 405 | 16,019,584,000 | 871,244,000 | 1.46 | |
Hist
| 06/30/2023 |
Merck & Co., Inc.
| MRK | COM | 135,137 | 15,775 | 15,593,478,000 | 2,894,550,000 | 1.42 | |
Hist
| 06/30/2023 |
iShares, Inc.
| EMXC | Common | 295,938 | 77,349 | 15,382,853,000 | 4,599,858,000 | 1.40 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| SMLF | Common | 262,752 | 25,692 | 14,088,789,000 | 1,937,117,000 | 1.28 | |
Hist
| 06/30/2023 |
Philip Morris International Inc.
| PM | Common | 144,136 | 2,735 | 14,070,562,000 | 319,275,000 | 1.28 | |
Hist
| 06/30/2023 |
GOLDMAN SACHS GROUP INC
| GS | Common | 43,511 | -1,156 | 14,033,964,000 | -576,974,000 | 1.28 | |
Hist
| 06/30/2023 |
IQVIA HOLDINGS INC.
| IQV | COM | 59,377 | -1,014 | 13,346,168,000 | 1,335,002,000 | 1.21 | |
Hist
| 06/30/2023 |
CHEVRON CORP
| CVX | Common | 83,888 | 2,721 | 13,199,728,000 | -43,461,000 | 1.20 | 0.00 |
Hist
| 06/30/2023 |
PFIZER INC
| PFE | Common | 345,495 | 79,726 | 12,672,739,000 | 1,829,351,000 | 1.15 | 0.01 |
Hist
| 06/30/2023 |
ZIMMER BIOMET HOLDINGS, INC.
| ZBH | Common | 85,908 | 1,741 | 12,508,167,000 | 1,633,806,000 | 1.14 | 0.04 |
Hist
| 06/30/2023 |
BERKSHIRE HATHAWAY INC
| BRK/B | Common | 36,325 | -2,900 | 12,386,740,000 | 275,314,000 | 1.13 | |
Hist
| 06/30/2023 |
SELECT SECTOR SPDR TR SBI INT-ENERGY
| XLE | OPTION | 146,030 | -7,134 | 11,853,227,000 | -833,355,000 | 1.08 | |
Hist
| 06/30/2023 |
Meta Platforms, Inc.
| FB | Common | 38,806 | 1,929 | 11,136,557,000 | 3,320,837,000 | 1.01 | |
Hist
| 06/30/2023 |
VISA INC.
| V | CL A | 45,848 | 18,021 | 10,887,880,000 | 4,613,922,000 | 0.99 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IVV | Common | 24,125 | 667 | 10,752,942,000 | 1,109,687,000 | 0.98 | |
Hist
| 06/30/2023 |
CITIGROUP INC
| C | COM | 224,128 | 106 | 10,318,832,000 | -185,545,000 | 0.94 | |
Hist
| 06/30/2023 |
Alphabet Inc.
| GOOG | COM | 84,315 | -18,289 | 10,199,634,000 | -471,224,000 | 0.93 | |
Hist
| 06/30/2023 |
JOHNSON & JOHNSON
| JNJ | Common | 58,420 | 37,798 | 9,669,679,000 | 6,473,261,000 | 0.88 | |
Hist
| 06/30/2023 |
VANGUARD WORLD FDS HEALTH CAR
| VHT | STOCK | 38,255 | -1,316 | 9,365,519,000 | -70,513,000 | 0.85 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IBB | CALL | 71,725 | -1,015 | 9,106,241,000 | -288,893,000 | 0.83 | |
Hist
| 06/30/2023 |
VANGUARD INDEX FUNDS
| VTI | Common | 40,258 | -811 | 8,867,964,000 | 485,785,000 | 0.81 | |
Hist
| 06/30/2023 |
PEPSICO INC
| PEP | Common | 47,633 | 28,158 | 8,822,508,000 | 5,272,135,000 | 0.80 | |
Hist
| 06/30/2023 |
SCHWAB STRATEGIC TRUST
| SCHB | Common | 166,287 | 6,704 | 8,597,035,000 | 961,002,000 | 0.78 | |
Hist
| 06/30/2023 |
ELI LILLY & Co
| LLY | Common | 17,569 | 2,892 | 8,239,680,000 | 3,199,305,000 | 0.75 | 0.00 |
Hist
| 06/30/2023 |
Broadcom Ltd
| AVGO | COM | 9,364 | 7,655 | 8,122,839,000 | 7,026,130,000 | 0.74 | |
Hist
| 06/30/2023 |
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