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13F-HR filed by GYL Financial Synergies, LLC

GYL Financial Synergies, LLC filed this 13F-HR for the quarter ended 2021-12-31, filed 2022-02-08, with 209 holding rows worth $370,394,000.

Accession
0001725547-22-000036
Filed
2022-02-08
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2021

A holdings report, 209 entries on the cover page, a total value of $370,394,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $370,394,000 with VALUE read as thousands by filing date, 13F file number 028-19333. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPY78462F103SHS82,546$39,206,000thousands by filing date
VANGUARD HEALTH CARE ETF92204A504ETF102,082$27,197,000thousands by filing date
Vanguard Dividend Appreciation ETF921908844SHS140,419$24,117,000thousands by filing date
Apple Inc037833100COM118,268$21,001,000thousands by filing date
Vanguard Short-Term Bond ETF921937827SHS214,761$17,359,000thousands by filing date
Schwab U.S. Broad Market ETF808524102SHS117,265$13,252,000thousands by filing date
iShares 0-5 Year TIPS Bond ETF46429B747SHS116,680$12,354,000thousands by filing date
ISHARES TR CORE S&P 500 ETF464287200SHS24,299$11,590,000thousands by filing date
VTI922908769COM46,417$11,207,000thousands by filing date
SPDR SERIES TRUST78464A649ST STR AGGRE ETF283,905$8,409,000thousands by filing date
Microsoft Corp594918104COM21,160$7,117,000thousands by filing date
IJH464287507COM22,698$6,425,000thousands by filing date
PepsiCo,Inc.713448108COM33,193$5,766,000thousands by filing date
Technology Select Sector SPDR Fund81369Y803SHS26,863$4,671,000thousands by filing date
Vanguard Mid-Cap ETF922908629SHS17,301$4,408,000thousands by filing date
Eli Lilly and Company532457108COM14,838$4,099,000thousands by filing date
iShares Core MSCI EAFE ETF46432F842SHS53,180$3,969,000thousands by filing date
Home Depot, Inc437076102COM8,507$3,531,000thousands by filing date
Berkshire Hathaway Inc084670702COM11,743$3,511,000thousands by filing date
JPMorgan Chase & Co46625H100COM20,101$3,183,000thousands by filing date
Amazon.com, Inc023135106COM916$3,054,000thousands by filing date
FOCUS FINANCIAL PARTNERS INC.34417P100COM CL A49,454$2,953,000thousands by filing date
INVESCO QQQ TR46090E103COM7,360$2,928,000thousands by filing date
iShares Core Total USD Bond Market ETF46434V613SHS54,518$2,886,000thousands by filing date
QUEST DIAGNOSTICS INC COM74834L100Stock16,642$2,879,000thousands by filing date
Procter & Gamble Co742718109COM13,752$2,250,000thousands by filing date
META PLATFORMS INC CL A30303M102COM6,422$2,160,000thousands by filing date
STANLEY BLACK & DECKER INC COM854502101Stock11,372$2,145,000thousands by filing date
Alphabet Inc. Reg. Shares A02079K305COM729$2,112,000thousands by filing date
Coca-Cola Company191216100COM35,642$2,110,000thousands by filing date
Alphabet Inc. Reg. Shares C02079K107COM720$2,083,000thousands by filing date
Vanguard S&P 500 ETF922908363COM4,734$2,067,000thousands by filing date
iShares Core S&P Small-Cap ETF464287804SHS17,323$1,984,000thousands by filing date
NextEra Energy,Inc.65339F101COM19,957$1,863,000thousands by filing date
AbbVie,Inc.00287Y109COM13,289$1,799,000thousands by filing date
Merck & Co.,Inc.58933Y105COM22,398$1,717,000thousands by filing date
Vanguard Value ETF922908744SHS11,505$1,692,000thousands by filing date
Johnson & Johnson478160104COM9,795$1,676,000thousands by filing date
EXXON MOBIL CORP30231G102COM26,438$1,618,000thousands by filing date
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF52,996$1,570,000thousands by filing date
UnitedHealth Group Inc91324P102COM2,943$1,478,000thousands by filing date
Vanguard S&P 500 Growth ETF921932505SHS4,550$1,373,000thousands by filing date
NVIDIA Corp67066G104COM4,651$1,368,000thousands by filing date
Verizon Communications Inc92343V104COM25,742$1,338,000thousands by filing date
Visa Inc92826C839COM6,051$1,311,000thousands by filing date
Union Pacific Corporation907818108COM5,141$1,295,000thousands by filing date
Energy Select Sector SPDR Fund81369Y506SHS23,263$1,291,000thousands by filing date
Pfizer Inc.717081103COM21,619$1,277,000thousands by filing date
Qualcomm Incorporated747525103COM6,982$1,277,000thousands by filing date
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR6,102$1,247,000thousands by filing date
WISDOMTREE TR97717W505US MIDCAP DIVID26,938$1,195,000thousands by filing date
Intel Corp458140100COM22,566$1,162,000thousands by filing date
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM7,054$1,148,000thousands by filing date
CVS Health Corporation126650100COM10,930$1,128,000thousands by filing date
Tesla Motors, Inc88160R101COM998$1,055,000thousands by filing date
United Parcel Service,Inc. Class B911312106COM4,801$1,029,000thousands by filing date
Comcast Corp20030N101COM20,426$1,028,000thousands by filing date
Costco Wholesale Corporation22160K105COM1,810$1,027,000thousands by filing date
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS9,015$1,019,000thousands by filing date
SPDR S&P 500 Fossil Fuel Reserves Free ETF78468R796SHS8,616$1,014,000thousands by filing date
SPDR SERIES TRUST78464A375ST INTER BD ETF27,582$997,000thousands by filing date
STATE STR SPDR DOW JONES IND78467X109UT SER 12,717$987,000thousands by filing date
Abbott Laboratories002824100COM6,995$984,000thousands by filing date
Raytheon Technologies Corporation75513E101COM11,285$971,000thousands by filing date
ISHARES TR464287465MSCI EAFE ETF12,229$962,000thousands by filing date
iShares Russell 2000 ETF464287655SHS4,263$948,000thousands by filing date
Danaher Corporation235851102COM2,838$934,000thousands by filing date
iShares Core MSCI Emerging Markets ETF46434G103SHS15,467$926,000thousands by filing date
VWO922042858SHS18,631$921,000thousands by filing date
Adobe Inc00724F101COM1,592$903,000thousands by filing date
Starbucks Corporation855244109COM7,516$879,000thousands by filing date
Walmart Inc.931142103COM5,704$826,000thousands by filing date
Walt Disney Co254687106COM5,270$816,000thousands by filing date
INVESCO EXCH TRADED FD TR II46138E354S&P500 LOW VOL11,776$808,000thousands by filing date
American Express Company025816109COM4,847$793,000thousands by filing date
iShares MSCI USA Min Vol Factor ETF46429B697SHS9,789$792,000thousands by filing date
Cigna Corporation125523100COM3,347$769,000thousands by filing date
McDonalds Corporation580135101COM2,809$753,000thousands by filing date
ISHARES TR464287564SELECT US REIT9,865$751,000thousands by filing date
Oracle Corporation68389X105COM8,584$749,000thousands by filing date
BLACKSTONE INC09260D107COM5,700$738,000thousands by filing date
CARRIER GLOBAL CORPORATION COM14448C104Stock13,603$738,000thousands by filing date
WISDOMTREE TR97717W315EMER MKT HIGH FD16,939$734,000thousands by filing date
AUTOZONE INC COM053332102Stock349$732,000thousands by filing date
Bank of America Corp060505104COM16,288$725,000thousands by filing date
AUTONATION INC COM05329W102Stock6,146$718,000thousands by filing date
Stryker Corporation863667101COM2,655$710,000thousands by filing date
FACTSET RESH SYS INC COM303075105Stock1,461$710,000thousands by filing date
Communication Services Select Sector SPDR Fund81369Y852SHS9,060$704,000thousands by filing date
Chevron Corporation166764100COM5,987$703,000thousands by filing date
SPDR S&P Midcap 400 ETF Trust78467Y107SHS1,353$700,000thousands by filing date
ISHARESRUSSELL1000GROWTHETF464287614STOK2,282$697,000thousands by filing date
Financial Select Sector SPDR Fund81369Y605SHS17,829$696,000thousands by filing date
S&P Global,Inc.78409V104COM1,473$695,000thousands by filing date
ISHARES TR464289867CORE 60 BALA ETF12,156$694,000thousands by filing date
ISHARES TR464287168COM5,587$685,000thousands by filing date
Intuitive Surgical,Inc.46120E602COM1,890$679,000thousands by filing date
REPUBLIC SVCS INC COM760759100Stock4,796$669,000thousands by filing date
ISHARES TR464288414NATIONAL MUN ETF5,500$640,000thousands by filing date
ISHARES TR464288687COM15,897$627,000thousands by filing date
BANK OF NY MELLON CORP COM064058100Stock10,418$605,000thousands by filing date
WISDOMTREE TR97717W604US SMALLCAP DIVD18,412$605,000thousands by filing date
International Business Machines Corporation459200101COM4,493$600,000thousands by filing date
Amgen Inc.031162100COM2,659$598,000thousands by filing date
TJX Companies Inc872540109COM7,798$592,000thousands by filing date
HORMEL FOODS CORP COM440452100Stock12,125$592,000thousands by filing date
Goldman Sachs Group,Inc.38141G104COM1,505$576,000thousands by filing date
CONAGRA FOODS INC205887102COM16,728$571,000thousands by filing date
PRICE T ROWE GROUP INC COM74144T108Stock2,832$557,000thousands by filing date
RESTAURANT BRANDS INTL INC COM76131D103Stock9,013$547,000thousands by filing date
Thermo Fisher Scientific Inc.883556102COM817$545,000thousands by filing date
SELECT SECTOR SPDR TR81369Y100SBI MATERIALS6,010$545,000thousands by filing date
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF4,689$540,000thousands by filing date
MONROE CAPITAL CORP610335101COM47,361$531,000thousands by filing date
NEXSTAR MEDIA GROUP INC COMMON STOCK65336K103Stock3,478$525,000thousands by filing date
American Tower Corporation03027X100COM1,759$514,000thousands by filing date
ELECTRONIC ARTS INC COM285512109Stock3,900$514,000thousands by filing date
LINDE PLCG5494J103SHS1,465$508,000thousands by filing date
ISHARES TR464287739U.S. REAL ES ETF4,369$507,000thousands by filing date
PVH CORPORATION COM693656100Stock4,744$506,000thousands by filing date
ANNALY CAPITAL MANAGEMENT035710409COM63,783$499,000thousands by filing date
General Electric Company369604301COM5,270$498,000thousands by filing date
Cisco Systems,Inc.17275R102COM7,820$496,000thousands by filing date
OTIS WORLDWIDE CORP COM68902V107Stock5,685$495,000thousands by filing date
Apollo Global Management Inc03768E105COM CL A6,651$482,000thousands by filing date
NRG ENERGY INC COM NEW629377508Stock11,098$478,000thousands by filing date
iShares Core S&P Total U.S. Stock Market ETF464287150SHS4,434$474,000thousands by filing date
FEDEX CORP COM31428X106Stock1,746$452,000thousands by filing date
FIDELITY NATIONAL FINANCIAL31620R303FNF GROUP COM8,441$440,000thousands by filing date
BROOKFIELD ASSET MANAGEMENT IN112585104CL A LTD VT SH7,291$440,000thousands by filing date
USBANCORPDEL902973304COM NEW7,634$429,000thousands by filing date
CELSIUS HLDGS INC15118V207COM NEW5,744$428,000thousands by filing date
MONSTER BEVERAGE CORP NEW COM61174X109Stock4,424$425,000thousands by filing date
MOODYS CORP COM615369105Stock1,086$424,000thousands by filing date
Netflix, Inc64110L106COM701$423,000thousands by filing date
UNITED RENTALS INC COM911363109Stock1,261$419,000thousands by filing date
iShares Russell Midcap ETF464287499SHS5,008$416,000thousands by filing date
MasterCard, Inc57636Q104COM1,155$415,000thousands by filing date
Vanguard Small-Cap Growth ETF922908595SHS1,469$414,000thousands by filing date
ISHARES TR464287234MSCI EMG MKT ETF8,446$413,000thousands by filing date
Boeing Company097023105COM2,041$411,000thousands by filing date
ALLSTATE CORP COM020002101Stock3,387$398,000thousands by filing date
ISHARES MSCI EAFE SMALL-CAP ETF464288273ETF5,431$397,000thousands by filing date
AT&T Inc00206R102COM15,948$392,000thousands by filing date
Honeywell Technologies438516106COM1,856$387,000thousands by filing date
VGT92204A702SHS842$386,000thousands by filing date
Bristol-Myers Squibb Company110122108COM5,995$374,000thousands by filing date
WISDOMTREE EUROPE HEDGED EQUITY FUND97717X701ETF4,600$369,000thousands by filing date
SPDR GOLD TR78463V107GOLD SHS2,137$365,000thousands by filing date
iShares Core US Aggregate Bond ETF464287226SHS3,163$361,000thousands by filing date
BLACKROCK INC CL A COM09247X101COM390$357,000thousands by filing date
Medtronic PlcG5960L103COM3,408$352,000thousands by filing date
SPDR SERIES TRUST78464A607ST STR DOW REIT2,882$352,000thousands by filing date
Vanguard Total Bond Market ETF921937835SHS4,102$348,000thousands by filing date
Caterpillar Inc.149123101COM1,662$344,000thousands by filing date
Health Care Select Sector SPDR Fund81369Y209SHS2,404$339,000thousands by filing date
ISHARES TR464287861EUROPE ETF6,120$333,000thousands by filing date
MARRIOTT INTL INC NEW CL A571903202Stock1,996$330,000thousands by filing date
Deere & Company244199105COM939$322,000thousands by filing date
REALTY INCOME CORP COM756109104REIT4,436$318,000thousands by filing date
CSX Corporation126408103COM8,436$317,000thousands by filing date
SELECT SECTOR SPDR TR81369Y704INDL2,981$315,000thousands by filing date
Accenture Plc Class AG1151C101COM735$304,000thousands by filing date
CAPITAL ONE FINL CORP14040H105COM2,090$303,000thousands by filing date
ILLUMINA INC452327109COM794$302,000thousands by filing date
ENTERPRISE PRODS PARTNERS L293792107COM13,693$301,000thousands by filing date
Broadcom Inc.11135F101COM450$299,000thousands by filing date
ISHARES MSCI EAFE GROWTH ETF464288885ETF2,670$294,000thousands by filing date
Micron Technology,Inc.595112103COM3,046$284,000thousands by filing date
GENERAL DYNAMICS CORP COM369550108Stock1,343$280,000thousands by filing date
Lowes Companies,Inc.548661107COM1,071$277,000thousands by filing date
SEMPRA COM816851109Stock2,078$275,000thousands by filing date
ISHARES RUSSELL 1000 VALUE ETF464287598ETF1,629$274,000thousands by filing date
WISDOMTREE TR97717W281EMG MKTS SMCAP5,021$266,000thousands by filing date
SCHD808524797COM3,264$264,000thousands by filing date
TRUMP MEDIA & TECHNOLOGY25400Q105COM5,050$260,000thousands by filing date
PAYPALHLDGSINC70450Y103STOK1,358$256,000thousands by filing date
ISHARES TR464288513IBOXX HI YD ETF2,940$256,000thousands by filing date
NIKE,Inc. Class B654106103COM1,521$254,000thousands by filing date
Vanguard FTSE Developed Markets ETF921943858SHS4,907$251,000thousands by filing date
ISHARES TR464288448INTL SEL DIV ETF7,992$249,000thousands by filing date
INGREDION INC COM457187102Stock2,552$247,000thousands by filing date
BROOKFIELD INFRASTRUCTURE PAG16252101LP INT UNIT4,068$247,000thousands by filing date
Altria Group Inc02209S103COM5,168$245,000thousands by filing date
SHOPIFY INC82509L107CL A SUB VTG SHS174$240,000thousands by filing date
CORNING INC219350105COM6,429$239,000thousands by filing date
TRANE TECHNOLOGIES PLC SHSG8994E103Stock1,154$233,000thousands by filing date
INVESCO EXCH TRADED FD TR II46138G672S&P MDCP 400 REV2,429$230,000thousands by filing date
PALO ALTO NETWORKS INC697435105COM404$225,000thousands by filing date
GENERAL MTRS CO COM37045V100Stock3,844$225,000thousands by filing date
CHEGG INC163092109COM7,333$225,000thousands by filing date
PAYCHEX INC704326107COM1,643$224,000thousands by filing date
ARK ETF TR00214Q104INNOVATION ETF2,334$221,000thousands by filing date
DIREXION SHARES ETF TRUST25459W862DA 500 BU 3X ETF1,518$218,000thousands by filing date
iShares MSCI EAFE Value ETF464288877SHS4,253$214,000thousands by filing date
Utilities Select Sector SPDR Fund81369Y886SHS2,959$212,000thousands by filing date
Vanguard Small-Cap ETF922908751SHS940$212,000thousands by filing date
CARNIVAL CORP COMMON STOCK143658300Stock10,483$211,000thousands by filing date
MAGELLAN MIDSTREAM PARTNERS, L559080106COM UNIT RP LP4,534$211,000thousands by filing date
3M CO COM88579Y101Stock1,176$209,000thousands by filing date
BLACKROCK MUN TARGET TERM TR09257P105COM SHS BEN IN7,990$207,000thousands by filing date
WISDOMTREE TR97717W406US AI ENHANCED2,041$206,000thousands by filing date
DICKS SPORTING GOODS INC COM253393102Stock1,770$204,000thousands by filing date
Advanced Micro Devices,Inc.007903107COM1,410$203,000thousands by filing date
ISHARES TR464287556ISHARES BIOTECH1,328$203,000thousands by filing date
SPDR INDEX SHS FDS78470E205ST STR MSCI EMRG2,780$203,000thousands by filing date
NEW MTN FIN CORP647551100COM11,025$151,000thousands by filing date
BGC PARTNERS INC05541T101CL A25,932$121,000thousands by filing date
REGULUS THERAPEUTICS INC75915K200COM NEW41,000$13,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001725547-22-000036this filing2022-02-08acceptance time not in the bulk data set