Investment company
GYL Financial Synergies, LLC buys Vanguard S&P 500 Growth, iShares Core S&P 500, iShares MSCI EAFE, iShares Core S&P Small-Cap, Schwab U.S. Broad Market, Focus Financial Partners Inc, PepsiCo Inc, Boeing Co, Apple Inc, Johnson & Johnson, Pfizer Inc, iShares Russell 1000, iShares Core S&P Mid-Cap, IQVIA Holdings Inc, United Technologies Corp, Exxon Mobil Corp, Intel Corp, iShares Russell 2000, Verizon Communications Inc, Enterprise Products Partners LP, iShares MSCI Emerging Index Fund, iShares Russell Mid-Cap, Microsoft Corp, iShares Cohen & Steers REIT, Chevron Corp, AbbVie Inc, Amazon.com Inc, Alerian MLP, WisdomTree U.S. SmallCap Dividend Fund, JPMorgan Chase, Insperity Inc, Procter & Gamble Co, McDonald's Corp, Invesco QQQ Trust Series 1, Invesco S&P 500 Equal Weight, The Walt Disney Co, Lockheed Martin Corp, Energy Transfer LP, Masimo Corp, Vanguard FTSE Emerging Markets, Altria Group Inc, American Equity Investment Life Holding Co, Berkshire Hathaway Inc, iShares Core MSCI EAFE, 3M Co, HFF Inc, iShares Core U.S. Aggregate Bond, iShares International Select Dividend, Gray Television Inc, Manhattan Associates Inc, Merck Inc, CACI International Inc, Philip Morris International Inc, Walker & Dunlop Inc, Ubiquiti Networks Inc, The Travelers Inc, Royal Dutch Shell PLC, G-III Apparel Group, GlaxoSmithKline PLC, MPLX LP, Coca-Cola Co, Wells Fargo, iShares Russell 3000, CSX Corp, Magellan Midstream Partners LP, Walmart Inc, SPDR Bloomberg Barclays High Yield Bond, AT&T Inc, Cisco Systems Inc, EnerSys, Raymond James Financial Inc, Royal Dutch Shell PLC, Altra Industrial Motion Corp, Boston Beer Co Inc, Honeywell International Inc, Littelfuse Inc, Monolithic Power Systems Inc, Cummins Inc, The Hershey Co, The Home Depot Inc, Illinois Tool Works Inc, International Business Machines Corp, Teledyne Technologies Inc, Emergent BioSolutions Inc, iShares Russell Mid-cap Value, Norfolk Southern Corp, Ormat Technologies Inc, PVH Corp, Realty Income Corp, Senior Housing Properties Trust, PBF Energy Inc, PayPal Holdings Inc, WisdomTree U.S. MidCap Dividend Fund, Amgen Inc, AstraZeneca PLC, Chesapeake Utilities Corp, Copart Inc, Diageo PLC, Knoll Inc, PetMed Express Inc, Texas Instruments Inc, Worthington Industries Inc, Atlas Air Worldwide Holdings Inc, Ensign Group Inc, Taylor Morrison Home Corp, Abbott Laboratories, Bank of America Corporation, BlackRock Inc, Emerson Electric Co, NextEra Energy Inc, Federated Investors Inc, Insight Enterprises Inc, International Paper Co, Kimberly-Clark Corp, Plains All American Pipeline LP, SunTrust Banks Inc, Target Corp, iShares Global Tech, Cirrus Logic Inc, FirstCash Inc, Hexcel Corp, Newpark Resources Inc, Old Dominion Freight Lines Inc, Perficient Inc, Qualcomm Inc, SAP SE, United Parcel Service Inc, VF Corp, Broadcom Inc, iShares MSCI ACWI Index Fund, Aflac Inc, Entegris Inc, Group 1 Automotive Inc, Novo Nordisk A/S, Pool Corp, WESCO International Inc, Customers Bancorp Inc, iShares S&P Mid-Cap 400 Growth, Air Products & Chemicals Inc, Best Buy Co Inc, Caterpillar Inc, Church & Dwight Co Inc, Jack Henry & Associates Inc, Quidel Corp, Synopsys Inc, Valero Energy Corp, Marathon Petroleum Corp, Western Midstream Partners LP, iShares iBoxx $ High Yield Corporate Bond, EastGroup Properties Inc, Franklin Electric Co Inc, InterDigital Inc, Novartis AG, Nucor Corp, Omnicom Group Inc, PNC Financial Services Group Inc, Principal Financial Group Inc, Telephone and Data Systems Inc, Tenneco Inc, US Bancorp, Unilever PLC, Virtus Investment Partners Inc, Xylem Inc, Archer-Daniels Midland Co, Avery Dennison Corp, BB&T Corp, BP PLC, Cabot Microelectronics Corp, Lennox International Inc, McCormick Inc, RBC Bearings Inc, Sanmina Corp, ScanSource Inc, Skyworks Solutions Inc, Allegiant Travel Co, Genpact, SS&C Technologies Holdings Inc, Five Below Inc, ASML Holding NV, Cardinal Health Inc, Charles River Laboratories International Inc, Cintas Corp, The Cooper Inc, Enbridge Inc, FormFactor Inc, Alphabet Inc, Huntington Bancshares Inc, IDEX Corp, S&P Global Inc, ONEOK Inc, PPG Industries Inc, Rollins Inc, Schlumberger, Snap-on Inc, STERIS, Zebra Technologies Corp, Visa Inc, Qualys Inc, Burlington Stores Inc, Marcus & Millichap Inc, Alphabet Inc, Paycom Software Inc, Keysight Technologies Inc, Etsy Inc, Lamb Weston Holdings Inc, iShares U.S. Real Estate, Schwab Emerging Markets Equity, Albany International Corp, Citigroup Inc, Darling Ingredients Inc, Mettler-Toledo International Inc, OSI Systems Inc, RELX PLC, ResMed Inc, Taiwan Semiconductor Manufacturing Co, Hyatt Hotels Corp, First Republic Bank, Kinder Morgan Inc, Autohome Inc, Alibaba Group Holding, Tallgrass Energy LP, iShares MSCI EAFE Growth, iShares S&P 500 Growth, iShares Preferred and Income Securities ETF, Akamai Technologies Inc, American Express Co, Ansys Inc, Bio-Rad Laboratories Inc, Bristol-Myers Squibb Company, Encore Wire Corp, Global Payments Inc, Meritage Homes Corp, Prudential PLC, The Toronto-Dominion Bank, United Natural Foods Inc, Webster Financial Corp, Wolverine World Wide Inc, Jazz Pharmaceuticals PLC, Generac Holdings Inc, Invesco S&P 500 Low Volatility, SPDR Select Sector Fund - Consumer Staples, Coherent Inc, Corning Inc, JM Smucker Co, Moog Inc, Take-Two Interactive Software Inc, Texas Roadhouse Inc, Trustmark Corp, Andeavor Logistics LP, WisdomTree U.S. LargeCap Dividend Fund, Vanguard FTSE All World Ex US, Allegheny Technologies Inc, Heartland Financial USA Inc, Penn National Gaming Inc, The Scotts Miracle Gro Co, Southern Co, Stanley Black & Decker Inc, Thermo Fisher Scientific Inc, United Bankshares Inc, UnitedHealth Group Inc, Wesbanco Inc, Loews Corp, TechTarget Inc, Pebblebrook Hotel Trust, CDW Corp, Shell Midstream Partners LP, WisdomTree International Equity Fund, Invesco Preferred, iShares MSCI EAFE Small-Cap ETF, Vanguard Total Stock Market, American Tower Corp, Duke Energy Corp, Eaton Vance Corp, Electronic Arts Inc, General Electric Co, HDFC Bank, Medical Properties Trust Inc, Sanofi SA, South Jersey Industries Inc, Steelcase Inc, United Fire Group Inc, Pembina Pipeline Corp, Primerica Inc, US Concrete Inc, Facebook Inc, EQM Midstream Partners LP, Plains GP Holdings LP, Varex Imaging Corp, iShares MSCI EAFE Value, SPDR Gold Trust, Becton, Dickinson and Co, CVS Health Corp, Cabot Corp, Central Garden & Pet Co, Cigna Corp, ConocoPhillips, EnLink Midstream LLC, Ford Motor Co, General Dynamics Corp, Medtronic PLC, Netflix Inc, Eversource Energy, People's United Financial Inc, Royal Philips NV, Linde PLC, Quanta Services Inc, RGC Resources Inc, Total SA, Williams Inc, Mastercard Inc, PGT Innovations Inc, Anheuser-Busch InBev SA/NV, General Motors Co, Phillips 66, Phillips 66 Partners LP, Welbilt Inc, WisdomTree Emerging Markets High Dividend Fund, Invesco Dynamic Biotech & Genome, SPDR Select Sector Fund - Utilities, Accenture PLC, Annaly Capital Management Inc, Aspen Technology Inc, Canadian National Railway Co, Comcast Corp, Danaher Corp, FedEx Corp, Graco Inc, Horace Mann Educators Corp, Ingersoll-Rand PLC, KeyCorp, Marriott International Inc, NVIDIA Corp, National Fuel Gas Co, Nike Inc, Oracle Corp, United Financial Bancorp Inc, Rockwell Automation Inc, Starbucks Corp, The Toro Co, United Rentals Inc, Vodafone Group PLC, Vulcan Materials Co, Delta Air Lines Inc, WABCO Holdings Inc, MercadoLibre Inc, Archrock Inc, QuinStreet Inc, iShares MSCI ACWI ex US Index Fund, iShares Nasdaq Biotechnology Index Fund, iShares U.S. Technology, Vanguard FTSE Developed Markets, Materials Select Sector SPDR, SPDR Select Sector Fund - Health Care, Aon PLC, Automatic Data Processing Inc, Deere, DowDuPont Inc, FactSet Research Systems Inc, Gilead Sciences Inc, Goldman Sachs Group Inc, International Flavors & Fragrances Inc, MarketAxess Holdings Inc, Paychex Inc, PDC Energy Inc, Booking Holdings Inc, Republic Services Inc, Rio Tinto PLC, Sempra Energy, Sysco Corp, TJX Inc, Walgreens Boots Alliance Inc, Zimmer Biomet Holdings Inc, Sumitomo Mitsui Financial Group Inc, Reinsurance Group of America Inc, LyondellBasell Industries NV, Monroe Capital Corp, Dermira Inc, iShares J.P. Morgan USD Emerging Markets Bond ETF, iShares Russell 2000 Value, iShares Russell 2000 Growth, SPDR Select Sector Fund - Energy Select Sector, Adobe Inc, Atrion Corp, BCE Inc, BHP Group, Baxter International Inc, Capital One Financial Corp, Costco Wholesale Corp, Donaldson Co Inc, Dril-Quip Inc, Ecolab Inc, Eli Lilly and Co, General Mills Inc, Intuit Inc, Laboratory Corp of America Holdings, Raytheon Co, Ryanair Holdings PLC, Southwest Airlines Co, Unilever NV, Waste Management Inc, Fortis Inc, Mueller Water Products,, Huazhu Group, Moelis, Catalent Inc, iShares Select Dividend ETF, iShares TIPS Bond, Vanguard Real Estate, Vanguard S&P 500, Vanguard Emerging Markets Government Bond ETF, SPDR Select Sector Fund - Financial, Bank of New York Mellon Corp, Cracker Barrel Old Country Store Inc, Canadian Imperial Bank of Commerce, Mondelez International Inc, Lowe's Inc, Union Pacific Corp, DNP Select Income Fund Inc, Eaton Vance Municipal Bond Fund, Calamos Strategic Total Return Fund, iShares Core S&P Total U.S. Stock Market, SPDR Select Sector Fund - Consumer Discretionary, Allstate Corp, Carnival Corp, Ambev SA, Ensco Rowan PLC, Sirius XM Holdings Inc, Vanguard Total International Bond ETF, SPDR Select Sector Fund - Industrial, FuelCell Energy Inc, sells iShares Europe, SPDR DJ Wilshire REIT, Celgene Corp, iShares Core MSCI Emerging Markets, iShares Russell 1000 Value, PIMCO Enhanced Short Maturity Active Exchange-Trad, iShares Russell 1000 Growth, Vanguard Total Bond Market ETF during the 3-months ended 2019Q1, according to the most recent filings of the investment company, GYL Financial Synergies, LLC. As of 2019Q1, GYL Financial Synergies, LLC owns 461 stocks with a total value of $681 million. These are the details of the buys and sells.
- New Purchases: VOOG, SCHB, FOCS, IWB, IQV, NSP, ET, MASI, AEL, MMM, HF, AGG, GTN, MANH, MRK, CACI, WD, UBNT, TRV, GIII, GSK, MPLX, WFC, IWV, CSX, JNK, ENS, RJF, AIMC, SAM, LFUS, MPWR, CMI, HSY, ITW, TDY, EBS, IWS, NSC, ORA, PVH, SNH, PBF, PYPL, AZN, CPK, CPRT, KNL, PETS, TXN, WOR, AAWW, ENSG, TMHC, BLK, EMR, NEE, FII, NSIT, KMB, PAA, STI, TGT, IXN, CRUS, FCFS, HXL, NR, ODFL, PRFT, QCOM, SAP, VFC, AVGO, ACWI, AFL, ENTG, GPI, NVO, POOL, WCC, CUBI, APD, BBY, CAT, CHD, JKHY, QDEL, SNPS, VLO, MPC, 1WG, HYG, EGP, FELE, IDCC, NVS, NUE, OMC, PNC, PFG, TDS, TEN, UL, VRTS, XYL, ADM, AVY, BBT, BP, CCMP, LII, MKC, ROLL, SANM, SCSC, SWKS, ALGT, G, SSNC, FIVE, ASML, CAH, CRL, CTAS, COO, ENB, FORM, HBAN, IEX, OKE, PPG, ROL, SLB, SNA, STE, ZBRA, QLYS, BURL, MMI, PAYC, KEYS, ETSY, LW, IYR, SCHE, AIN, C, DAR, MTD, OSIS, RELX, RMD, TSM, H, FRC, KMI, ATHM, BABA, TGE, IVW, AKAM, AXP, ANSS, BIO, BMY, WIRE, GPN, MTH, PUK, TD, UNFI, WBS, WWW, JAZZ, GNRC, XLP, COHR, GLW, SJM, MOG.A, TTWO, TXRH, TRMK, ANDX, DLN, VEU, ATI, HTLF, PENN, SMG, SO, TMO, UBSI, WSBC, L, TTGT, PEB, CDW, SHLX, DWM, PGX, SCZ, VTI, AMT, DUK, EV, EA, HDB, MPW, SNY, SJI, SCS, UFCS, PBA, PRI, USCR, EQM, PAGP, VREX, EFV, BDX, CBT, CENT, CI, ENLC, F, GD, MDT, ES, PBCT, PHG, PWR, RGCO, TOT, WMB, PGTI, BUD, GM, PSX, PSXP, WBT, PBE, AZPN, CNI, FDX, GGG, HMN, IR, KEY, MAR, NVDA, NFG, NKE, UBNK, ROK, TTC, URI, VOD, VMC, DAL, WBC, MELI, AROC, QNST, IBB, IYW, XLB, AON, ADP, DE, GILD, GS, MKTX, PAYX, PDCE, BKNG, RSG, RIO, SRE, SYY, TJX, WBA, ZBH, SMFG, RGA, LYB, MRCC, DERM, EMB, IWN, ATRI, BCE, BHP, BAX, COF, DCI, DRQ, ECL, GIS, INTU, LH, RTN, RYAAY, LUV, UN, FTS, MWA, HTHT, MC, CTLT, TIP, VNQ, VWOB, DNP, EIM, CSQ, ABEV, ESV, SIRI, FCEL,
- Added Positions: IVV, EFA, IJR, PEP, BA, AAPL, JNJ, PFE, IJH, UTX, XOM, INTC, IWM, VZ, EPD, EEM, IWR, MSFT, ICF, CVX, ABBV, AMZN, AMLP, DES, JPM, PG, MCD, QQQ, RSP, DIS, LMT, VWO, MO, BRK.B, IEFA, IDV, PM, RDS.B, KO, MMP, WMT, T, CSCO, RDS.A, HON, HD, IBM, O, DON, AMGN, DEO, ABT, BAC, IP, UPS, IJK, USB, GOOGL, SPGI, V, GOOG, EFG, PFF, SPLV, SWK, UNH, GE, FB, GLD, CVS, COP, NFLX, LIN, MA, DEM, XLU, ACN, NLY, CMCSA, DHR, ORCL, SBUX, ACWX, VEA, XLV, DWDP, FDS, IFF, IWO, XLE, XLK, ADBE, COST, LLY, WM, DVY, VO, VOO, XLF, BK, CBRL, CM, MDLZ, LOW, UNP, ITOT, XLY, ALL, CCL, ILMN, RCL, CRM, KDP, BNDX, VIG, XLI, AN, BIIB, NOK, USMV,
- Reduced Positions: SPY, IEV, RWR, INST, CELG, MDY, IWD, IWF, BND, DTN, MNST, NMRK, BGCP,
- Sold Out: IEMG, MINT,
For the details of GYL Financial Synergies, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/gyl+financial+synergies%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of GYL Financial Synergies, LLC- iShares Core S&P 500 (IVV) - 128,931 shares, 5.39% of the total portfolio. Shares added by 369.40%
- Vanguard S&P 500 Growth (VOOG) - 194,297 shares, 4.42% of the total portfolio. New Position
- iShares MSCI EAFE (EFA) - 429,058 shares, 4.09% of the total portfolio. Shares added by 1074.15%
- iShares Core S&P Mid-Cap (IJH) - 116,148 shares, 3.23% of the total portfolio. Shares added by 28.05%
- SPDR S&P 500 (SPY) - 76,244 shares, 3.16% of the total portfolio. Shares reduced by 10.13%
New Purchase: Vanguard S&P 500 Growth (VOOG) GYL Financial Synergies, LLC initiated holding in Vanguard S&P 500 Growth. The purchase prices were between $131.39 and $155.96, with an estimated average price of $146.75. The stock is now traded at around $153.93. The impact to a portfolio due to this purchase was 4.42%. The holding were 194,297 shares as of .
New Purchase: Schwab U.S. Broad Market (SCHB) GYL Financial Synergies, LLC initiated holding in Schwab U.S. Broad Market. The purchase prices were between $58.58 and $68.55, with an estimated average price of $65.43. The stock is now traded at around $67.62. The impact to a portfolio due to this purchase was 1.03%. The holding were 103,079 shares as of .
New Purchase: Focus Financial Partners Inc (FOCS) GYL Financial Synergies, LLC initiated holding in Focus Financial Partners Inc. The purchase prices were between $24.78 and $39.15, with an estimated average price of $31.35. The stock is now traded at around $32.19. The impact to a portfolio due to this purchase was 0.98%. The holding were 186,441 shares as of .
New Purchase: iShares Russell 1000 (IWB) GYL Financial Synergies, LLC initiated holding in iShares Russell 1000. The purchase prices were between $134.77 and $158.4, with an estimated average price of $150.66. The stock is now traded at around $156.28. The impact to a portfolio due to this purchase was 0.76%. The holding were 32,746 shares as of .
New Purchase: IQVIA Holdings Inc (IQV) GYL Financial Synergies, LLC initiated holding in IQVIA Holdings Inc. The purchase prices were between $109.96 and $144.45, with an estimated average price of $133.07. The stock is now traded at around $132.28. The impact to a portfolio due to this purchase was 0.64%. The holding were 30,235 shares as of .
New Purchase: Insperity Inc (NSP) GYL Financial Synergies, LLC initiated holding in Insperity Inc. The purchase prices were between $88.72 and $131.97, with an estimated average price of $113.81. The stock is now traded at around $111.82. The impact to a portfolio due to this purchase was 0.38%. The holding were 20,823 shares as of .
Added: iShares Core S&P 500 (IVV)GYL Financial Synergies, LLC added to a holding in iShares Core S&P 500 by 369.40%. The purchase prices were between $244.46 and $286.57, with an estimated average price of $272.5. The stock is now traded at around $282.80. The impact to a portfolio due to this purchase was 4.24%. The holding were 128,931 shares as of .
Added: iShares MSCI EAFE (EFA)GYL Financial Synergies, LLC added to a holding in iShares MSCI EAFE by 1074.15%. The purchase prices were between $58.13 and $65.61, with an estimated average price of $63. The stock is now traded at around $63.81. The impact to a portfolio due to this purchase was 3.74%. The holding were 429,058 shares as of .
Added: iShares Core S&P Small-Cap (IJR)GYL Financial Synergies, LLC added to a holding in iShares Core S&P Small-Cap by 5712.28%. The purchase prices were between $68.11 and $80.91, with an estimated average price of $76.57. The stock is now traded at around $76.84. The impact to a portfolio due to this purchase was 2.12%. The holding were 190,817 shares as of .
Added: PepsiCo Inc (PEP)GYL Financial Synergies, LLC added to a holding in PepsiCo Inc by 147.14%. The purchase prices were between $107.32 and $122.55, with an estimated average price of $113.87. The stock is now traded at around $127.16. The impact to a portfolio due to this purchase was 0.86%. The holding were 79,788 shares as of .
Added: Boeing Co (BA)GYL Financial Synergies, LLC added to a holding in Boeing Co by 582.87%. The purchase prices were between $310.9 and $440.62, with an estimated average price of $384.16. The stock is now traded at around $337.37. The impact to a portfolio due to this purchase was 0.81%. The holding were 17,024 shares as of .
Added: Apple Inc (AAPL)GYL Financial Synergies, LLC added to a holding in Apple Inc by 74.98%. The purchase prices were between $142.19 and $195.09, with an estimated average price of $169.29. The stock is now traded at around $185.72. The impact to a portfolio due to this purchase was 0.79%. The holding were 66,380 shares as of .
Sold Out: iShares Core MSCI Emerging Markets (IEMG)GYL Financial Synergies, LLC sold out a holding in iShares Core MSCI Emerging Markets. The sale prices were between $46.41 and $52.64, with an estimated average price of $50.65.
Sold Out: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)GYL Financial Synergies, LLC sold out a holding in PIMCO Enhanced Short Maturity Active Exchange-Trad. The sale prices were between $100.95 and $101.56, with an estimated average price of $101.29.
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GYL Financial Synergies, LLC's Top Growth Companies, and
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GYL Financial Synergies, LLC's High Yield stocks
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Stocks that GYL Financial Synergies, LLC keeps buying
