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GYL Financial Synergies, LLC Buys iShares Core S&P Small-Cap, Schwab U.S. Broad Market, Focus Financial Partners Inc, Sells iShares Europe, SPDR DJ Wilshire REIT, iShares Russell 1000 Value

Investment company GYL Financial Synergies, LLC buys iShares Core S&P Small-Cap, Schwab U.S. Broad Market, Focus Financial Partners Inc, iShares Core MSCI EAFE, Schwab Emerging Markets Equity, Pfizer Inc, Electronic Arts Inc, iShares MSCI ACWI Index Fund, iShares MSCI ACWI ex US Index Fund, Annaly Capital Management Inc, Monroe Capital Corp, Materials Select Sector SPDR, Thermo Fisher Scientific Inc, General Dynamics Corp, Alibaba Group Holding, FedEx Corp, Caterpillar Inc, United Rentals Inc, Southwest Airlines Co, Republic Services Inc, American Tower Corp, PVH Corp, Nike Inc, Merck Inc, Goldman Sachs Group Inc, AT&T Inc, The Walt Disney Co, Danaher Corp, Vanguard S&P 500, Ford Motor Co, Enterprise Products Partners LP, Carnival Corp, sells iShares Europe, SPDR DJ Wilshire REIT, iShares Russell 1000 Value, Celgene Corp, iShares Russell 1000 Growth, SPDR Select Sector Fund - Technology, iShares Core MSCI Emerging Markets, PIMCO Enhanced Short Maturity Active Exchange-Trad, Accenture PLC, Vanguard Total Bond Market ETF, International Business Machines Corp 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 158 stocks with a total value of $177 million. These are the details of the buys and sells.

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
  1. SPDR S&P 500 (SPY) - 69,829 shares, 11.12% of the total portfolio. Shares reduced by 17.69%
  2. iShares Core S&P Mid-Cap (IJH) - 93,403 shares, 9.98% of the total portfolio. Shares added by 2.98%
  3. iShares Core S&P Small-Cap (IJR) - 151,031 shares, 6.57% of the total portfolio. Shares added by 4500.40%
  4. iShares Core S&P 500 (IVV) - 29,342 shares, 4.71% of the total portfolio. Shares added by 6.83%
  5. Apple Inc (AAPL) - 37,565 shares, 4.02% of the total portfolio. Shares reduced by 0.98%
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 $68.92. The impact to a portfolio due to this purchase was 3.96%. 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 $30.76. The impact to a portfolio due to this purchase was 2.47%. The holding were 123,061 shares as of .

New Purchase: Schwab Emerging Markets Equity (SCHE)

GYL Financial Synergies, LLC initiated holding in Schwab Emerging Markets Equity. The purchase prices were between $23.25 and $26.41, with an estimated average price of $25.3. The stock is now traded at around $24.89. The impact to a portfolio due to this purchase was 0.48%. The holding were 32,485 shares as of .

New Purchase: Electronic Arts Inc (EA)

GYL Financial Synergies, LLC initiated holding in Electronic Arts Inc. The purchase prices were between $78.71 and $106.84, with an estimated average price of $94.69. The stock is now traded at around $95.60. The impact to a portfolio due to this purchase was 0.24%. The holding were 4,237 shares as of .

New Purchase: iShares MSCI ACWI Index Fund (ACWI)

GYL Financial Synergies, LLC initiated holding in iShares MSCI ACWI Index Fund. The purchase prices were between $63.05 and $72.85, with an estimated average price of $69.43. The stock is now traded at around $72.19. The impact to a portfolio due to this purchase was 0.2%. The holding were 5,023 shares as of .

New Purchase: Monroe Capital Corp (MRCC)

GYL Financial Synergies, LLC initiated holding in Monroe Capital Corp. The purchase prices were between $9.58 and $13.25, with an estimated average price of $11.95. The stock is now traded at around $12.12. The impact to a portfolio due to this purchase was 0.15%. The holding were 22,390 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 4500.40%. 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 $77.25. The impact to a portfolio due to this purchase was 6.43%. The holding were 151,031 shares as of .

Added: iShares Core MSCI EAFE (IEFA)

GYL Financial Synergies, LLC added to a holding in iShares Core MSCI EAFE by 246.05%. The purchase prices were between $54.44 and $61.46, with an estimated average price of $59.03. The stock is now traded at around $60.70. The impact to a portfolio due to this purchase was 1.17%. The holding were 48,274 shares as of .

Added: Pfizer Inc (PFE)

GYL Financial Synergies, LLC added to a holding in Pfizer Inc by 105.26%. The purchase prices were between $39.53 and $43.65, with an estimated average price of $42.24. The stock is now traded at around $41.65. The impact to a portfolio due to this purchase was 0.28%. The holding were 22,987 shares as of .

Added: iShares MSCI ACWI ex US Index Fund (ACWX)

GYL Financial Synergies, LLC added to a holding in iShares MSCI ACWI ex US Index Fund by 67.17%. The purchase prices were between $41.42 and $46.87, with an estimated average price of $44.99. The stock is now traded at around $45.64. The impact to a portfolio due to this purchase was 0.18%. The holding were 17,088 shares as of .

Added: Annaly Capital Management Inc (NLY)

GYL Financial Synergies, LLC added to a holding in Annaly Capital Management Inc by 218.19%. The purchase prices were between $9.77 and $10.47, with an estimated average price of $10.2. The stock is now traded at around $9.37. The impact to a portfolio due to this purchase was 0.17%. The holding were 43,929 shares as of .

Added: AT&T Inc (T)

GYL Financial Synergies, LLC added to a holding in AT&T Inc by 33.32%. The purchase prices were between $28.54 and $31.4, with an estimated average price of $30.44. The stock is now traded at around $32.47. The impact to a portfolio due to this purchase was 0.1%. The holding were 22,683 shares as of .

Sold Out: iShares Russell 1000 Value (IWD)

GYL Financial Synergies, LLC sold out a holding in iShares Russell 1000 Value. The sale prices were between $108.64 and $124.35, with an estimated average price of $119.63.

Sold Out: Celgene Corp (CELG)

GYL Financial Synergies, LLC sold out a holding in Celgene Corp. The sale prices were between $64.09 and $94.34, with an estimated average price of $87.12.

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.

Sold Out: Accenture PLC (ACN)

GYL Financial Synergies, LLC sold out a holding in Accenture PLC. The sale prices were between $135.79 and $176.02, with an estimated average price of $156.8.

Reduced: iShares Europe (IEV)

GYL Financial Synergies, LLC reduced to a holding in iShares Europe by 26.4%. The sale prices were between $38.63 and $44.26, with an estimated average price of $41.99. The stock is now traded at around $43.64. The impact to a portfolio due to this sale was -0.59%. GYL Financial Synergies, LLC still held 58,120 shares as of .

Reduced: SPDR DJ Wilshire REIT (RWR)

GYL Financial Synergies, LLC reduced to a holding in SPDR DJ Wilshire REIT by 24.11%. The sale prices were between $83.74 and $99.39, with an estimated average price of $94.62. The stock is now traded at around $99.91. The impact to a portfolio due to this sale was -0.46%. GYL Financial Synergies, LLC still held 22,879 shares as of .

Reduced: SPDR Select Sector Fund - Technology (XLK)

GYL Financial Synergies, LLC reduced to a holding in SPDR Select Sector Fund - Technology by 27.44%. The sale prices were between $58.89 and $75.09, with an estimated average price of $68.3. The stock is now traded at around $75.03. The impact to a portfolio due to this sale was -0.25%. GYL Financial Synergies, LLC still held 14,649 shares as of .

Reduced: iShares Russell 1000 Growth (IWF)

GYL Financial Synergies, LLC reduced to a holding in iShares Russell 1000 Growth by 51.64%. The sale prices were between $126.39 and $152.69, with an estimated average price of $143.37. The stock is now traded at around $153.60. The impact to a portfolio due to this sale was -0.25%. GYL Financial Synergies, LLC still held 2,439 shares as of .

Reduced: Vanguard Total Bond Market ETF (BND)

GYL Financial Synergies, LLC reduced to a holding in Vanguard Total Bond Market ETF by 24.18%. The sale prices were between $78.39 and $80.84, with an estimated average price of $79.29. The stock is now traded at around $81.09. The impact to a portfolio due to this sale was -0.07%. GYL Financial Synergies, LLC still held 3,985 shares as of .

Reduced: International Business Machines Corp (IBM)

GYL Financial Synergies, LLC reduced to a holding in International Business Machines Corp by 23.66%. The sale prices were between $112.91 and $141.44, with an estimated average price of $132.95. The stock is now traded at around $136.59. The impact to a portfolio due to this sale was -0.04%. GYL Financial Synergies, LLC still held 1,652 shares as of .



Here is the complete portfolio of GYL Financial Synergies, LLC. Also check out:

1. GYL Financial Synergies, LLC's Undervalued Stocks
2. GYL Financial Synergies, LLC's Top Growth Companies, and
3. GYL Financial Synergies, LLC's High Yield stocks
4. Stocks that GYL Financial Synergies, LLC keeps buying

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