GYL Financial Synergies, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
West Hartford, CT
CIK
0001767715
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 365 1,208,656 QUAL, MSFT, RSP, AAPL 13F-HR 2/9/2024 000172554724000508
Q3 2023 327 1,029,335 QUAL, RSP, MSFT, AAPL 13F-HR 11/6/2023 000172554723001737
Q2 2023 342 1,098,598 QUAL, MSFT, RSP, AAPL 13F-HR 8/14/2023 000172554723000252
Q1 2023 282 834,558 QUAL, RSP, MSFT, AAPL 13F-HR 5/15/2023 000172554723000134
Q4 2022 216 461,808 QUAL, SPY, VIG, IUSB 13F-HR 2/6/2023 000172554723000020
Q3 2022 190 366,709 QUAL, SPY, VIG, AAPL 13F-HR 11/1/2022 000172554722000170
Q2 2022 192 366,117 QUAL, SPY, VIG, AAPL 13F-HR 8/1/2022 000172554722000131
Q1 2022 203 417,647 QUAL, SPY, VHT, VIG 13F-HR 5/5/2022 000172554722000081
Q4 2021 209 370,394 SPY, VHT, VIG, AAPL 13F-HR 2/8/2022 000172554722000036
Q3 2021 188 195,751 AAPL, SCHB, SPY, IVV 13F-HR 11/1/2021 000172554721000096
Q2 2021 183 193,601 AAPL, SCHB, SPY, IVV 13F-HR 8/2/2021 000172554721000072
Q1 2021 177 181,632 AAPL, SCHB, SPY, IVV 13F-HR 5/4/2021 000172554721000037
Q4 2020 170 173,523 AAPL, SPY, SCHB, IVV 13F-HR 2/2/2021 000172554721000007
Q3 2020 154 152,521 AAPL, SPY, SCHB, IVV 13F-HR 11/6/2020 000172554720000081
Q2 2020 150 138,146 AAPL, SPY, SCHB, IVV 13F-HR 8/4/2020 000172554720000065
Q1 2020 142 156,478 SPY, IJH, AAPL, IJR 13F-HR 5/5/2020 000172554720000041
Q4 2019 173 226,160 SPY, IJH, IJR, IEFA 13F-HR 2/6/2020 000172554720000019
Q3 2019 168 201,176 SPY, IJH, IJR, SCHB 13F-HR 11/12/2019 000172554719000063
Q2 2019 159 189,074 SPY, IJH, IJR, SCHB 13F-HR 8/9/2019 000172554719000051
Q1 2019 159 177,943 SPY, IJH, IJR, IVV RESTATEMENT 5/21/2019 000172554719000040
Q4 2018 143 137,732 SPY, IJH, IVV, MDY 13F-HR 2/14/2019 000172554719000011
Additional filings from GYL Financial Synergies, LLC that have since been restated