Gyl Financial Synergies, Llc

13F Filings History

Latest 13F report
Q3 2024 - Nov 7, 2024
Value $
$1.33B
Signature - Title
Rosa Cadena - Chief Compliance Officer
Location
West Hartford, CT
Summary
This page shows a list of all the recent 13F filings made by Gyl Financial Synergies, Llc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Gyl Financial Synergies, Llc reported 361 stock holdings with total value $1.33B as of Q3 2024. Top holdings included QUAL, MSFT, RSP, AAPL, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 361 $1.33B +$38.7M -$66.5M -$27.8M QUAL, MSFT, RSP, AAPL, AMZN 13F-HR 11/7/2024, 10:10 AM
Q2 2024 365 $1.29B +$77.4M -$65.1M +$12.4M QUAL, MSFT, RSP, AAPL, AMZN 13F-HR 7/23/2024, 02:11 PM
Q1 2024 365 $1.28B +$54.4M -$77.6M -$23.2M QUAL, MSFT, RSP, AAPL, JPM 13F-HR 5/14/2024, 02:44 PM
Q4 2023 365 $1.21B +$108M -$36M +$71.9M QUAL, MSFT, RSP, AAPL, IUSB 13F-HR 2/9/2024, 03:00 PM
Q3 2023 350 $1.03B +$29.6M -$57.2M -$27.6M QUAL, RSP, MSFT, AAPL, JPM 13F-HR 11/6/2023, 02:30 PM
Q2 2023 360 $1.1B +$269M -$50M +$219M QUAL, MSFT, RSP, AAPL, JPM 13F-HR 8/14/2023, 03:49 PM
Q1 2023 282 $835M +$463M -$107M +$355M QUAL, RSP, MSFT, AAPL, VIG 13F-HR 5/15/2023, 09:52 AM
Q4 2022 216 $462M +$93.7M -$23.4M +$70.2M QUAL, SPY, VIG, IUSB, MUB 13F-HR 2/6/2023, 01:20 PM
Q3 2022 190 $367M +$36.4M -$8.98M +$27.4M QUAL, SPY, VIG, AAPL, BSV 13F-HR 11/1/2022, 09:58 AM
Q2 2022 192 $366M +$30.9M -$19.8M +$11.1M QUAL, SPY, VIG, AAPL, BSV 13F-HR 8/1/2022, 01:11 PM
Q1 2022 203 $418M +$118M -$35.2M +$82.7M QUAL, SPY, VHT, VIG, AAPL 13F-HR 5/5/2022, 04:43 PM
Q4 2021 208 $370M +$158M -$2.44M +$155M SPY, VHT, VIG, AAPL, BSV 13F-HR 2/8/2022, 08:28 AM
Q3 2021 188 $196M +$9.45M -$6.31M +$3.15M AAPL, SCHB, SPY, IVV, MSFT 13F-HR 11/1/2021, 04:28 PM
Q2 2021 183 $194M +$5.63M -$7M -$1.37M AAPL, SCHB, SPY, IVV, MSFT 13F-HR 8/2/2021, 04:26 PM
Q1 2021 177 $182M +$13.8M -$13.4M +$364K AAPL, SCHB, SPY, IVV, IJH 13F-HR 5/4/2021, 12:46 PM
Q4 2020 170 $174M +$12.3M -$7.17M +$5.16M AAPL, SPY, SCHB, IVV, PEP 13F-HR 2/2/2021, 03:30 PM
Q3 2020 154 $153M +$19.5M -$4.56M +$14.9M AAPL, SPY, SCHB, IVV, PEP 13F-HR 11/6/2020, 03:04 PM
Q2 2020 150 $138M +$10.6M -$54.8M -$44.3M AAPL, SPY, SCHB, IVV, PEP 13F-HR 8/4/2020, 10:16 AM
Q1 2020 142 $156M +$9.16M -$15.4M -$6.27M SPY, IJH, AAPL, IJR, SCHB 13F-HR 5/4/2020, 05:53 PM
Q4 2019 173 $226M +$17M -$7.22M +$9.76M SPY, IJH, IJR, IEFA, AAPL 13F-HR 2/5/2020, 04:50 PM
Q3 2019 168 $201M +$16.8M -$1.66M +$15.1M SPY, IJH, IJR, SCHB, AAPL 13F-HR 11/12/2019, 10:25 AM
Q2 2019 159 $189M +$13.9M -$4.65M +$9.21M SPY, IJH, IJR, SCHB, IVV 13F-HR 8/9/2019, 04:19 PM
Q1 2019 159 $178M +$34.1M -$10.1M +$24M SPY, IJH, IJR, IVV, AAPL Restatement 5/21/2019, 11:23 AM
Q4 2018 143 $138M SPY, IJH, IVV, MDY, AAPL 13F-HR 2/14/2019, 01:08 PM