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13F-HR filed by GYL Financial Synergies, LLC

GYL Financial Synergies, LLC filed this 13F-HR for the quarter ended 2022-03-31, filed 2022-05-05, with 203 holding rows worth $417,647,000.

Accession
0001725547-22-000081
Filed
2022-05-05
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2022

A holdings report, 203 entries on the cover page, a total value of $417,647,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $417,647,000 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
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF621,899$83,726,000thousands by filing date
SPY78462F103SHS76,638$34,613,000thousands by filing date
VANGUARD HEALTH CARE ETF92204A504ETF96,765$24,615,000thousands by filing date
Vanguard Dividend Appreciation ETF921908844SHS130,626$21,182,000thousands by filing date
Apple Inc037833100COM117,955$20,596,000thousands by filing date
Vanguard Short-Term Bond ETF921937827SHS211,116$16,446,000thousands by filing date
iShares 0-5 Year TIPS Bond ETF46429B747SHS113,097$11,868,000thousands by filing date
iShares U.S. Small Cap Equity Factor ETF46434V290SHS195,151$10,649,000thousands by filing date
VTI922908769COM44,634$10,162,000thousands by filing date
ISHARES TR CORE S&P 500 ETF464287200SHS19,321$8,766,000thousands by filing date
Schwab U.S. Broad Market ETF808524102SHS156,114$8,335,000thousands by filing date
SPDR SERIES TRUST78464A649ST STR AGGRE ETF270,804$7,526,000thousands by filing date
Microsoft Corp594918104COM20,721$6,389,000thousands by filing date
VANGUARD WELLINGTON FD921935706US QUALITY50,808$5,905,000thousands by filing date
Technology Select Sector SPDR Fund81369Y803SHS34,392$5,466,000thousands by filing date
IJH464287507COM19,128$5,133,000thousands by filing date
Eli Lilly and Company532457108COM14,838$4,249,000thousands by filing date
Berkshire Hathaway Inc084670702COM11,599$4,093,000thousands by filing date
iShares Core MSCI EAFE ETF46432F842SHS49,362$3,431,000thousands by filing date
Amazon.com, Inc023135106COM959$3,127,000thousands by filing date
Vanguard Mid-Cap ETF922908629SHS11,141$2,650,000thousands by filing date
JPMorgan Chase & Co46625H100COM19,341$2,637,000thousands by filing date
INVESCO QQQ TR46090E103COM7,247$2,627,000thousands by filing date
QUEST DIAGNOSTICS INC COM74834L100Stock16,642$2,278,000thousands by filing date
Home Depot, Inc437076102COM7,374$2,207,000thousands by filing date
Alphabet Inc. Reg. Shares C02079K107COM765$2,137,000thousands by filing date
Procter & Gamble Co742718109COM13,617$2,081,000thousands by filing date
ISHARES TR464288414NATIONAL MUN ETF18,546$2,033,000thousands by filing date
AbbVie,Inc.00287Y109COM10,749$1,742,000thousands by filing date
Alphabet Inc. Reg. Shares A02079K305COM618$1,719,000thousands by filing date
Merck & Co.,Inc.58933Y105COM20,452$1,678,000thousands by filing date
Vanguard Value ETF922908744SHS10,895$1,610,000thousands by filing date
NextEra Energy,Inc.65339F101COM18,784$1,591,000thousands by filing date
Johnson & Johnson478160104COM8,913$1,580,000thousands by filing date
META PLATFORMS INC CL A30303M102COM7,059$1,570,000thousands by filing date
Verizon Communications Inc92343V104COM29,523$1,504,000thousands by filing date
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF52,714$1,464,000thousands by filing date
EXXON MOBIL CORP30231G102COM17,707$1,462,000thousands by filing date
Visa Inc92826C839COM6,346$1,407,000thousands by filing date
iShares Core Total USD Bond Market ETF46434V613SHS27,203$1,350,000thousands by filing date
Coca-Cola Company191216100COM21,315$1,322,000thousands by filing date
UnitedHealth Group Inc91324P102COM2,500$1,275,000thousands by filing date
Energy Select Sector SPDR Fund81369Y506SHS16,537$1,264,000thousands by filing date
Vanguard S&P 500 Growth ETF921932505SHS4,550$1,254,000thousands by filing date
United Parcel Service,Inc. Class B911312106COM5,541$1,188,000thousands by filing date
WISDOMTREE TR97717W505US MIDCAP DIVID26,026$1,156,000thousands by filing date
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM7,251$1,144,000thousands by filing date
Medtronic PlcG5960L103COM10,242$1,136,000thousands by filing date
Intel Corp458140100COM22,829$1,131,000thousands by filing date
COLUMBIA ETF TR I19761L508DIVERSIFID FXD57,124$1,113,000thousands by filing date
NVIDIA Corp67066G104COM4,006$1,093,000thousands by filing date
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR5,882$1,088,000thousands by filing date
Vanguard S&P 500 ETF922908363COM2,618$1,087,000thousands by filing date
iShares Core S&P Small-Cap ETF464287804SHS10,058$1,085,000thousands by filing date
ConocoPhillips20825C104COM10,277$1,028,000thousands by filing date
Qualcomm Incorporated747525103COM6,572$1,004,000thousands by filing date
Chevron Corporation166764100COM6,153$1,002,000thousands by filing date
Pfizer Inc.717081103COM18,001$932,000thousands by filing date
SPDR SERIES TRUST78464A375ST INTER BD ETF27,149$927,000thousands by filing date
Communication Services Select Sector SPDR Fund81369Y852SHS13,459$926,000thousands by filing date
ISHARES TR464287465MSCI EAFE ETF12,074$889,000thousands by filing date
American Express Company025816109COM4,702$879,000thousands by filing date
BLACKSTONE INC09260D107COM6,879$873,000thousands by filing date
VWO922042858SHS18,913$872,000thousands by filing date
iShares Russell 2000 ETF464287655SHS4,145$851,000thousands by filing date
Union Pacific Corporation907818108COM3,111$850,000thousands by filing date
Raytheon Technologies Corporation75513E101COM8,559$848,000thousands by filing date
INVESCO EXCH TRADED FD TR II46138E354S&P500 LOW VOL12,502$839,000thousands by filing date
PepsiCo,Inc.713448108COM4,963$831,000thousands by filing date
STATE STR SPDR DOW JONES IND78467X109UT SER 12,262$785,000thousands by filing date
Adobe Inc00724F101COM1,716$782,000thousands by filing date
ISHARESRUSSELL1000GROWTHETF464287614STOK2,768$768,000thousands by filing date
Costco Wholesale Corporation22160K105COM1,282$738,000thousands by filing date
ELECTRONIC ARTS INC COM285512109Stock5,741$726,000thousands by filing date
Walmart Inc.931142103COM4,844$721,000thousands by filing date
Starbucks Corporation855244109COM7,919$720,000thousands by filing date
ISHARES TR464287564SELECT US REIT10,133$720,000thousands by filing date
REPUBLIC SVCS INC COM760759100Stock5,428$719,000thousands by filing date
American Tower Corporation03027X100COM2,828$710,000thousands by filing date
Cigna Corporation125523100COM2,887$692,000thousands by filing date
Oracle Corporation68389X105COM8,314$688,000thousands by filing date
Walt Disney Co254687106COM4,910$673,000thousands by filing date
McDonalds Corporation580135101COM2,653$656,000thousands by filing date
FEDEX CORP COM31428X106Stock2,832$655,000thousands by filing date
CARRIER GLOBAL CORPORATION COM14448C104Stock13,940$639,000thousands by filing date
WISDOMTREE TR97717W604US SMALLCAP DIVD20,030$638,000thousands by filing date
Financial Select Sector SPDR Fund81369Y605SHS16,507$633,000thousands by filing date
Intuitive Surgical,Inc.46120E602COM2,044$617,000thousands by filing date
FACTSET RESH SYS INC COM303075105Stock1,411$613,000thousands by filing date
Abbott Laboratories002824100COM5,174$612,000thousands by filing date
Citigroup Inc.172967424COM11,369$607,000thousands by filing date
iShares Core MSCI Emerging Markets ETF46434G103SHS10,886$605,000thousands by filing date
Bank of America Corp060505104COM14,623$603,000thousands by filing date
ALLSTATE CORP COM020002101Stock4,260$590,000thousands by filing date
International Business Machines Corporation459200101COM4,463$580,000thousands by filing date
Comcast Corp20030N101COM12,350$578,000thousands by filing date
WISDOMTREE TR97717W307US LARGECAP DIVD8,588$564,000thousands by filing date
ISHARES TR464287168COM4,299$551,000thousands by filing date
Danaher Corporation235851102COM1,854$544,000thousands by filing date
ISHARES TR464288687COM14,878$542,000thousands by filing date
WISDOMTREE TR97717W315EMER MKT HIGH FD12,351$540,000thousands by filing date
Gilead Sciences,Inc.375558103COM8,853$526,000thousands by filing date
S&P Global,Inc.78409V104COM1,269$521,000thousands by filing date
Tesla Motors, Inc88160R101COM480$517,000thousands by filing date
ISHARES RUSSELL 1000 VALUE ETF464287598ETF3,105$515,000thousands by filing date
RESTAURANT BRANDS INTL INC COM76131D103Stock8,678$507,000thousands by filing date
APOLLO GLOBAL MGMT INC COM03769M106Stock8,176$507,000thousands by filing date
BANK OF NY MELLON CORP COM064058100Stock10,204$506,000thousands by filing date
FOCUS FINANCIAL PARTNERS INC.34417P100COM CL A11,000$503,000thousands by filing date
Amgen Inc.031162100COM1,961$474,000thousands by filing date
ALLY FINL INC COM02005N100Stock10,894$474,000thousands by filing date
ISHARES TR464287739U.S. REAL ES ETF4,337$469,000thousands by filing date
SPDR S&P Midcap 400 ETF Trust78467Y107SHS937$459,000thousands by filing date
Goldman Sachs Group,Inc.38141G104COM1,380$456,000thousands by filing date
TJX Companies Inc872540109COM7,513$455,000thousands by filing date
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF4,489$451,000thousands by filing date
iShares Core S&P Total U.S. Stock Market ETF464287150SHS4,434$448,000thousands by filing date
SPDR GOLD TR78463V107GOLD SHS2,441$441,000thousands by filing date
ISHARES MSCI EAFE SMALL-CAP ETF464288273ETF6,645$441,000thousands by filing date
SPDR S&P 500 Fossil Fuel Reserves Free ETF78468R796SHS3,903$433,000thousands by filing date
OTIS WORLDWIDE CORP COM68902V107Stock5,587$430,000thousands by filing date
Boeing Company097023105COM2,213$424,000thousands by filing date
Bristol-Myers Squibb Company110122108COM5,745$420,000thousands by filing date
COSTAR GROUP INC COM22160N109Stock6,272$418,000thousands by filing date
Cisco Systems,Inc.17275R102COM7,470$417,000thousands by filing date
HORMEL FOODS CORP COM440452100Stock7,991$412,000thousands by filing date
BROOKFIELD ASSET MANAGEMENT IN112585104CL A LTD VT SH7,291$412,000thousands by filing date
CONAGRA FOODS INC205887102COM11,914$400,000thousands by filing date
AUTONATION INC COM05329W102Stock4,009$399,000thousands by filing date
LINDE PLCG5494J103SHS1,229$393,000thousands by filing date
iShares Russell Midcap ETF464287499SHS5,008$391,000thousands by filing date
MARRIOTT INTL INC NEW CL A571903202Stock2,202$387,000thousands by filing date
PVH CORPORATION COM693656100Stock4,963$380,000thousands by filing date
Honeywell Technologies438516106COM1,940$378,000thousands by filing date
Deere & Company244199105COM907$377,000thousands by filing date
Caterpillar Inc.149123101COM1,689$376,000thousands by filing date
AUTOZONE INC COM053332102Stock183$374,000thousands by filing date
LKQ CORP COM501889208Stock8,221$373,000thousands by filing date
Health Care Select Sector SPDR Fund81369Y209SHS2,669$366,000thousands by filing date
ISHARES TR464287234MSCI EMG MKT ETF8,084$365,000thousands by filing date
Vanguard Total Bond Market ETF921937835SHS4,564$363,000thousands by filing date
AT&T Inc00206R102COM15,010$355,000thousands by filing date
MONSTER BEVERAGE CORP NEW COM61174X109Stock4,405$352,000thousands by filing date
ENTERPRISE PRODS PARTNERS L293792107COM13,582$351,000thousands by filing date
SEMPRA COM816851109Stock2,028$341,000thousands by filing date
WISDOMTREE EUROPE HEDGED EQUITY FUND97717X701ETF4,600$339,000thousands by filing date
MasterCard, Inc57636Q104COM929$332,000thousands by filing date
HUNTSMAN CORP447011107COM8,798$330,000thousands by filing date
BLACKROCK INC CL A COM09247X101COM432$330,000thousands by filing date
AES CORP COM00130H105Stock12,689$326,000thousands by filing date
TRUMP MEDIA & TECHNOLOGY25400Q105COM5,000$323,000thousands by filing date
CVS Health Corporation126650100COM3,139$318,000thousands by filing date
REALTY INCOME CORP COM756109104REIT4,585$318,000thousands by filing date
CSX Corporation126408103COM8,370$313,000thousands by filing date
GENERAL DYNAMICS CORP COM369550108Stock1,295$312,000thousands by filing date
ISHARES TR464287861EUROPE ETF6,122$308,000thousands by filing date
CARNIVAL CORP COMMON STOCK143658300Stock14,936$302,000thousands by filing date
Thermo Fisher Scientific Inc.883556102COM502$297,000thousands by filing date
USBANCORPDEL902973304COM NEW5,559$295,000thousands by filing date
Netflix, Inc64110L106COM764$286,000thousands by filing date
VGT92204A702SHS684$285,000thousands by filing date
MOODYS CORP COM615369105Stock837$282,000thousands by filing date
NRG ENERGY INC COM NEW629377508Stock7,242$278,000thousands by filing date
RIO TINTO PLC SPONSORED ADR767204100ADR3,410$274,000thousands by filing date
GLAXOSMITHKLINE PLC-ADR37733W105SPONSORED ADR6,297$274,000thousands by filing date
CAPITAL ONE FINL CORP14040H105COM2,050$269,000thousands by filing date
BROOKFIELD INFRASTRUCTURE PAG16252101LP INT UNIT4,068$269,000thousands by filing date
WISDOMTREE TR97717W281EMG MKTS SMCAP5,021$268,000thousands by filing date
PALO ALTO NETWORKS INC697435105COM429$267,000thousands by filing date
CHEGG INC163092109COM7,333$266,000thousands by filing date
Broadcom Inc.11135F101COM419$264,000thousands by filing date
Altria Group Inc02209S103COM5,021$262,000thousands by filing date
ISHARES MSCI EAFE GROWTH ETF464288885ETF2,687$259,000thousands by filing date
SELECT SECTOR SPDR TR81369Y704INDL2,481$255,000thousands by filing date
ILLUMINA INC452327109COM723$253,000thousands by filing date
iShares Core US Aggregate Bond ETF464287226SHS2,356$252,000thousands by filing date
SPDR SERIES TRUST78464A607ST STR DOW REIT2,123$249,000thousands by filing date
Lowes Companies,Inc.548661107COM1,224$247,000thousands by filing date
ISHARES TR464288448INTL SEL DIV ETF7,596$241,000thousands by filing date
WEJO GROUP LIMITEDG9525W109COM59,538$241,000thousands by filing date
BECTON DICKINSON & CO075887109COM904$240,000thousands by filing date
Micron Technology,Inc.595112103COM3,061$238,000thousands by filing date
Accenture Plc Class AG1151C101COM703$237,000thousands by filing date
Vanguard FTSE Developed Markets ETF921943858SHS4,907$236,000thousands by filing date
RELX PLC SPONSORED ADR759530108ADR7,589$236,000thousands by filing date
Vanguard Small-Cap Value ETF922908611SHS1,331$234,000thousands by filing date
General Electric Company369604301COM2,500$229,000thousands by filing date
CORNING INC219350105COM6,120$226,000thousands by filing date
PAYCHEX INC704326107COM1,643$224,000thousands by filing date
INGREDION INC COM457187102Stock2,552$222,000thousands by filing date
MAGELLAN MIDSTREAM PARTNERS, L559080106COM UNIT RP LP4,534$222,000thousands by filing date
INVESCO EXCH TRADED FD TR II46138E511PFD ETF16,262$221,000thousands by filing date
WEBSTER FINL CORP947890109COM3,894$219,000thousands by filing date
MOTLEY FOOL GLOBAL OPPORTUNITIES ETF74933W635UIT EXCHANGE TRADED7,432$217,000thousands by filing date
iShares MSCI EAFE Value ETF464288877SHS4,253$214,000thousands by filing date
NIKE,Inc. Class B654106103COM1,521$205,000thousands by filing date
VANECK ETF TRUST92189F106GOLD MINERS ETF5,315$204,000thousands by filing date
WISDOMTREE TR97717W406US AI ENHANCED2,042$202,000thousands by filing date
MONROE CAPITAL CORP610335101COM15,550$168,000thousands by filing date
NEW MTN FIN CORP647551100COM11,025$153,000thousands by filing date
ANNALY CAPITAL MANAGEMENT035710409COM19,187$135,000thousands by filing date
BGC PARTNERS INC05541T101CL A25,932$114,000thousands by filing date
REGULUS THERAPEUTICS INC75915K200COM NEW34,000$10,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001725547-22-000081this filing2022-05-05acceptance time not in the bulk data set