GYL Financial Synergies, LLC

West Hartford, CT · CIK 1767715 · 13F filing filed 2024-11-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyWest Hartford, CT

As an employer

US visa salary filings

Filings FY20242
Median salary offered$122,746
Middle half$96,618 – $148,873
Job titles2
E-3 (Australians)1

Job title	Filings	Median	Range
Director Of Planning Analysis (Latam Markets)New York, NY	1	$175,000	$175,000 – $210,000
Client AssociateWest Hartford, CT	1	$70,491	$70,491 – $78,540

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: GYL FINANCIAL SYNERGIES LLC, GYL Financial Synergies, LLC.

$1.3bn reported value +2.7% vs Q2 2024

361positions

32.1%in top 10

19 new 117 added 199 reduced 23 sold out vs Q2 2024

Holdings, Q3 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	585,994	$105.1m7.90%	7.90%	Reduced -755	-755 -0.1%
2	MICROSOFT CORP COM MSFT	MSFT	140,283	$60.4m4.54%	4.54%	Added +85	+85 0.1%
3	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	301,266	$54.0m4.06%	4.06%	Reduced -1.6k	-1,560 -0.5%
4	APPLE INC COM AAPL	AAPL	216,537	$50.5m3.79%	3.79%	Reduced -7.5k	-7,519 -3.4%
5	AMAZON COM INC COM AMZN	AMZN	180,475	$33.6m2.53%	2.53%	Added +3.8k	+3,800 2.1%
6	JPMORGAN CHASE & CO COM JPM	JPM	152,385	$32.1m2.42%	2.42%	Reduced -2.7k	-2,686 -1.7%
7	ALPHABET INC CAP STK CL A GOOGL	GOOGL	152,678	$25.3m1.90%	1.90%	Reduced -485	-485 -0.3%
8	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	39,731	$22.8m1.71%	1.71%	Added +787	+787 2.0%
9	META PLATFORMS INC CL A META	META	39,371	$22.5m1.69%	1.69%	Added +466	+466 1.2%
10	NVIDIA CORPORATION COM NVDA	NVDA	166,433	$20.2m1.52%	1.52%	Reduced -1.4k	-1,447 -0.9%
11	ISHARES INC MSCI EMRG CHN EMXC	EMXC	312,642	$19.1m1.44%	1.44%	Added +3.6k	+3,642 1.2%
12	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	33,450	$19.1m1.43%	1.43%	Added +451	+451 1.4%
13	GOLDMAN SACHS GROUP INC COM GS	GS	37,205	$18.4m1.39%	1.39%	Reduced -794	-794 -2.1%
14	PHILIP MORRIS INTL INC COM PM	PM	148,558	$18.0m1.36%	1.36%	Reduced -795	-795 -0.5%
15	ELI LILLY & CO COM LLY	LLY	19,408	$17.2m1.29%	1.29%	Reduced -1.1k	-1,085 -5.3%
16	ISHARES TR US SML CAP EQT SMLF	SMLF	256,660	$17.0m1.28%	1.28%	Added +5.3k	+5,271 2.1%
17	ISHARES TR CORE TOTAL USD IUSB	IUSB	344,134	$16.2m1.22%	1.22%	Reduced -4.3k	-4,284 -1.2%
18	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	34,402	$15.8m1.19%	1.19%	Reduced -578	-578 -1.6%
19	PROCTER AND GAMBLE CO COM PG	PG	82,118	$14.2m1.07%	1.07%	Reduced -23.0k	-23,017 -21.9%
20	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	267,548	$14.1m1.06%	1.06%	Added +9.2k	+9,199 3.6%
21	CITIGROUP INC COM NEW C	C	222,167	$13.9m1.05%	1.05%	Reduced -1	-1 0.0%
22	ISHARES TR CORE S&P500 ETF IVV	IVV	23,615	$13.6m1.02%	1.02%	Reduced -319	-319 -1.3%
23	IQVIA HLDGS INC COM IQV	IQV	56,262	$13.3m1.00%	1.00%	Added +90	+90 0.2%
24	BROADCOM INC COM AVGO	AVGO	76,937	$13.3m1.00%	1.00%	Reduced -803	-803 -1.0%
25	VISA INC COM CL A V	V	47,512	$13.1m0.98%	0.98%	Added +952	+952 2.0%
26	CHEVRON CORP NEW COM CVX	CVX	83,186	$12.3m0.92%	0.92%	Reduced -128	-128 -0.1%
27	GE HEALTHCARE TECHNOLOGIES I COMMON STOCK GEHC	GEHC	126,532	$11.9m0.89%	0.89%	Added +635	+635 0.5%
28	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	178,084	$11.8m0.89%	0.89%	Added +6.5k	+6,532 3.8%
29	ALPHABET INC CAP STK CL C GOOG	GOOG	69,340	$11.6m0.87%	0.87%	Added +511	+511 0.7%
30	ISHARES TR ISHARES BIOTECH IBB	IBB	70,379	$10.2m0.77%	0.77%	Added +485	+485 0.7%
31	SIMON PPTY GROUP INC NEW COM SPG	SPG	60,517	$10.2m0.77%	0.77%	Added +193	+193 0.3%
32	VANGUARD WELLINGTON FD US QUALITY VFQY	VFQY	68,048	$9.7m0.73%	0.73%	Added +669	+669 1.0%
33	ZOETIS INC CL A ZTS	ZTS	47,492	$9.3m0.70%	0.70%	Added +94	+94 0.2%
34	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	31,908	$9.0m0.68%	0.68%	Reduced -3.1k	-3,142 -9.0%
35	AMERICAN TOWER CORP NEW COM AMT	AMT	38,378	$8.9m0.67%	0.67%	Reduced -9.7k	-9,659 -20.1%
36	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	18,022	$8.8m0.66%	0.66%	Added +329	+329 1.9%
37	SELECT SECTOR SPDR TR ENERGY XLE	XLE	97,434	$8.6m0.64%	0.64%	Reduced -833	-833 -0.8%
38	PFIZER INC COM PFE	PFE	286,180	$8.3m0.62%	0.62%	Reduced -43.1k	-43,089 -13.1%
39	NETFLIX INC COM NFLX	NFLX	11,146	$7.9m0.59%	0.59%	Reduced -119	-119 -1.1%
40	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	27,230	$7.7m0.58%	0.58%	Reduced -1.5k	-1,478 -5.2%
41	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	32,922	$7.6m0.57%	0.57%	Reduced -9.5k	-9,478 -22.4%
42	ISHARES GOLD TR ISHARES NEW IAU	IAU	149,217	$7.4m0.56%	0.56%	Reduced -1.9k	-1,905 -1.3%
43	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	13,870	$7.3m0.55%	0.55%	Added +501	+501 3.8%
44	ISHARES TR COHEN STEER REIT ICF	ICF	110,614	$7.3m0.55%	0.55%	Reduced -301	-301 -0.3%
45	UNITEDHEALTH GROUP INC COM UNH	UNH	12,183	$7.1m0.54%	0.54%	Reduced -1.3k	-1,251 -9.3%
46	ABBVIE INC COM ABBV	ABBV	35,868	$7.1m0.53%	0.53%	Reduced -1.2k	-1,233 -3.3%
47	LOCKHEED MARTIN CORP COM LMT	LMT	12,097	$7.1m0.53%	0.53%	Added +627	+627 5.5%
48	MARRIOTT INTL INC NEW CL A MAR	MAR	27,973	$7.0m0.52%	0.52%	Reduced -317	-317 -1.1%
49	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	14,882	$6.9m0.52%	0.52%	Reduced -276	-276 -1.8%
50	ISHARES TR CORE S&P MCP ETF IJH	IJH	107,955	$6.7m0.51%	0.51%	Added +2.5k	+2,471 2.3%
51	PEPSICO INC COM PEP	PEP	38,318	$6.5m0.49%	0.49%	Reduced -7.1k	-7,083 -15.6%
52	AMERICAN EXPRESS CO COM AXP	AXP	23,183	$6.3m0.47%	0.47%	Reduced -182	-182 -0.8%
53	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	27,621	$6.2m0.47%	0.47%	Added +545	+545 2.0%
54	GLOBAL X FDS US PFD ETF PFFD	PFFD	293,155	$6.1m0.46%	0.46%	Added +6.3k	+6,261 2.2%
55	ISHARES TR CORE S&P SCP ETF IJR	IJR	50,760	$5.9m0.45%	0.45%	Added +1.5k	+1,474 3.0%
56	UNION PAC CORP COM UNP	UNP	23,483	$5.8m0.44%	0.44%	Added +2.1k	+2,066 9.7%
57	ISHARES TR MBS ETF MBB	MBB	59,972	$5.7m0.43%	0.43%	Added +582	+582 1.0%
58	CUMMINS INC COM CMI	CMI	17,087	$5.5m0.42%	0.42%	Reduced -430	-430 -2.5%
59	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	20,341	$5.5m0.41%	0.41%	Reduced -24	-24 -0.1%
60	EXXON MOBIL CORP COM XOM	XOM	46,806	$5.5m0.41%	0.41%	Reduced -5.0k	-4,973 -9.6%
61	DIAGEO PLC SPON ADR NEW DEO	DEO	38,983	$5.5m0.41%	0.41%	Added +1.1k	+1,051 2.8%
62	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	93,919	$5.4m0.41%	0.41%	Added +1.0k	+1,035 1.1%
63	VERIZON COMMUNICATIONS INC COM VZ	VZ	119,505	$5.4m0.40%	0.40%	Reduced -778	-778 -0.7%
64	WALMART INC COM WMT	WMT	65,728	$5.3m0.40%	0.40%	Added +70	+70 0.1%
65	SHELL PLC SPON ADS SHEL	SHEL	77,937	$5.1m0.39%	0.39%	Added +2.7k	+2,746 3.6%
66	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	25,906	$5.1m0.39%	0.39%	Reduced -716	-716 -2.7%
67	MERCK & CO INC COM MRK	MRK	43,908	$5.0m0.37%	0.37%	Reduced -21.3k	-21,268 -32.6%
68	MCKESSON CORP COM MCK	MCK	9,843	$4.9m0.37%	0.37%	Reduced -78	-78 -0.8%
69	COSTCO WHSL CORP NEW COM COST	COST	5,489	$4.9m0.37%	0.37%	Reduced -50	-50 -0.9%
70	COCA COLA CO COM KO	KO	66,825	$4.8m0.36%	0.36%	Reduced -1.0k	-1,046 -1.5%
71	HOME DEPOT INC COM HD	HD	11,763	$4.8m0.36%	0.36%	Added +324	+324 2.8%
72	AT&T INC COM T	T	207,751	$4.6m0.34%	0.34%	Added +475	+475 0.2%
73	PARKER-HANNIFIN CORP COM PH	PH	7,117	$4.5m0.34%	0.34%	Reduced -17	-17 -0.2%
74	BXP INC COM BXP	BXP	55,434	$4.5m0.34%	0.34%	Reduced -1.9k	-1,944 -3.4%
75	UNILEVER PLC SPON ADR NEW SPON ADR NEW		68,068	$4.4m0.33%	0.33%	Added +2.8k	+2,818 4.3%
76	AMERIPRISE FINL INC COM AMP	AMP	9,265	$4.4m0.33%	0.33%	Reduced -21	-21 -0.2%
77	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	49,403	$4.2m0.31%	0.31%	Reduced -700	-700 -1.4%
78	ISHARES TR NATIONAL MUN ETF MUB	MUB	38,346	$4.2m0.31%	0.31%	Added +2.1k	+2,068 5.7%
79	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	108,213	$4.0m0.30%	0.30%	Reduced -78.3k	-78,262 -42.0%
80	BRINKS CO COM BCO	BCO	34,789	$4.0m0.30%	0.30%	Added +79	+79 0.2%
81	JOHNSON & JOHNSON COM JNJ	JNJ	24,338	$3.9m0.30%	0.30%	Reduced -15.9k	-15,919 -39.5%
82	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	82,327	$3.9m0.30%	0.30%	Added +1.2k	+1,162 1.4%
83	DEVON ENERGY CORP NEW COM DVN	DVN	99,213	$3.9m0.29%	0.29%	Added +2.3k	+2,302 2.4%
84	DANAHER CORPORATION COM DHR	DHR	13,734	$3.8m0.29%	0.29%	Reduced -91	-91 -0.7%
85	ISHARES TR ASIA 50 ETF AIA	AIA	52,580	$3.8m0.29%	0.29%	Reduced -3.3k	-3,325 -6.0%
86	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	16,577	$3.7m0.28%	0.28%	Reduced -4.0k	-3,962 -19.3%
87	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	22,390	$3.6m0.27%	0.27%	Reduced -59	-59 -0.3%
88	BUILDERS FIRSTSOURCE INC COM BLDR	BLDR	18,511	$3.6m0.27%	0.27%	Added +4.6k	+4,572 32.8%
89	GE AEROSPACE COM NEW GE	GE	18,833	$3.6m0.27%	0.27%	Added +87	+87 0.5%
90	SOUTHERN CO COM SO	SO	38,793	$3.5m0.26%	0.26%	Reduced -112	-112 -0.3%
91	CONAGRA BRANDS INC COM CAG	CAG	106,385	$3.5m0.26%	0.26%	Reduced -10.2k	-10,246 -8.8%
92	DELL TECHNOLOGIES INC CL C DELL	DELL	29,071	$3.4m0.26%	0.26%	Reduced -85	-85 -0.3%
93	KINDER MORGAN INC DEL COM KMI	KMI	147,170	$3.3m0.24%	0.24%	Added +808	+808 0.6%
94	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	49,463	$3.1m0.23%	0.23%	Added +3.6k	+3,639 7.9%
95	SERVICENOW INC COM NOW	NOW	3,381	$3.0m0.23%	0.23%	Reduced -20	-20 -0.6%
96	NEXTERA ENERGY INC COM NEE	NEE	35,299	$3.0m0.22%	0.22%	Added +26.8k	+26,845 317.5%
97	BOOKING HOLDINGS INC COM BKNG	BKNG	697	$2.9m0.22%	0.22%	Reduced -14	-14 -2.0%
98	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	63,878	$2.9m0.22%	0.22%	Reduced -919	-919 -1.4%
99	FREEPORT-MCMORAN INC CL B FCX	FCX	57,482	$2.9m0.22%	0.22%	Added +591	+591 1.0%
100	VANGUARD INDEX FDS MID CAP ETF VO	VO	10,771	$2.8m0.21%	0.21%	Added +37	+37 0.3%

Sold out since Q2 2024

Security	Ticker	Shares held before	Value then
ZIMMER BIOMET HOLDINGS INC ZBH	ZBH	79,618	$8.6m79.6k shares
BLACKROCK INC BLK	BLK	8,101	$6.4m8.1k shares
MICROCHIP TECHNOLOGY INC. MCHP	MCHP	20,177	$1.8m20.2k shares
BLUE OWL CAPITAL INC OWL	OWL	82,035	$1.5m82.0k shares
WISDOMTREE TR DTD	DTD	5,880	$416.5k5.9k shares
PPG INDS INC PPG	PPG	3,101	$390.4k3.1k shares
VERALTO CORP VLTO	VLTO	3,927	$374.9k3.9k shares
NOVARTIS AG NVS	NVS	3,425	$364.6k3.4k shares
ISHARES TR IJK	IJK	4,124	$363.4k4.1k shares
SCHWAB STRATEGIC TR SCHP	SCHP	5,505	$286.3k5.5k shares
COSTAR GROUP INC CSGP	CSGP	3,842	$284.8k3.8k shares
PHILLIPS 66 PSX	PSX	1,843	$260.2k1.8k shares
KNIGHT-SWIFT TRANSN HLDGS IN KNX	KNX	4,905	$244.9k4.9k shares
PACCAR INC PCAR	PCAR	2,353	$242.2k2.4k shares
AIRBNB INC ABNB	ABNB	1,592	$241.4k1.6k shares
SCHWAB CHARLES CORP SCHW	SCHW	3,268	$240.8k3.3k shares
ROYAL BK CDA RY	RY	2,247	$239.0k2.2k shares
MYR GROUP INC DEL MYRG	MYRG	1,683	$228.4k1.7k shares
ISHARES TR SCZ	SCZ	3,663	$225.8k3.7k shares
SELECTIVE INS GROUP INC SIGI	SIGI	2,309	$216.7k2.3k shares
SUPER MICRO COMPUTER INC		264	$216.3k264 shares
SYSCO CORP SYY	SYY	2,909	$207.7k2.9k shares
PNC FINL SVCS GROUP INC PNC	PNC	1,304	$202.7k1.3k shares