1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

GYL Financial Synergies, LLC Buys iShares Core S&P Small-Cap ETF, Schwab U.S. Broad MarketETF, iShares Core MSCI EAFE ETF, Sells iShares MSCI ACWI Ex US Index Fund, Energy Select Sector SPDR Fund, iShares MSCI ACWI Index Fund

Investment company GYL Financial Synergies, LLC (Current Portfolio) buys iShares Core S&P Small-Cap ETF, Schwab U.S. Broad MarketETF, iShares Core MSCI EAFE ETF, iShares Russell Mid-Cap Value ETF, Kinder Morgan Inc, sells iShares MSCI ACWI Ex US Index Fund, Energy Select Sector SPDR Fund, iShares MSCI ACWI Index Fund, Mastercard Inc, Materials Select Sector SPDR Fund during the 3-months ended 2019Q2, according to the most recent filings of the investment company, GYL Financial Synergies, LLC. As of 2019Q2, GYL Financial Synergies, LLC owns 157 stocks with a total value of $188 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/portfolioportfolio

These are the top 5 holdings of GYL Financial Synergies, LLC
  1. SPDR S&P 500 ETF Trust (SPY) - 68,981 shares, 10.72% of the total portfolio. Shares reduced by 1.21%
  2. iShares Core S&P Mid-Cap ETF (IJH) - 96,155 shares, 9.91% of the total portfolio. Shares added by 2.95%
  3. iShares Core S&P Small-Cap ETF (IJR) - 207,019 shares, 8.60% of the total portfolio. Shares added by 37.07%
  4. Schwab U.S. Broad MarketETF (SCHB) - 136,029 shares, 5.09% of the total portfolio. Shares added by 31.97%
  5. iShares Core S&P 500 ETF (IVV) - 27,101 shares, 4.24% of the total portfolio. Shares reduced by 7.64%
New Purchase: iShares Russell Mid-Cap Value ETF (IWS)

GYL Financial Synergies, LLC initiated holding in iShares Russell Mid-Cap Value ETF. The purchase prices were between $83.51 and $89.29, with an estimated average price of $87.46. The stock is now traded at around $87.18. The impact to a portfolio due to this purchase was 0.66%. The holding were 13,969 shares as of .

New Purchase: Kinder Morgan Inc (KMI)

GYL Financial Synergies, LLC initiated holding in Kinder Morgan Inc. The purchase prices were between $19.36 and $21.38, with an estimated average price of $20.15. The stock is now traded at around $20.37. The impact to a portfolio due to this purchase was 0.29%. The holding were 25,951 shares as of .

New Purchase: Norfolk Southern Corp (NSC)

GYL Financial Synergies, LLC initiated holding in Norfolk Southern Corp. The purchase prices were between $190.77 and $206.7, with an estimated average price of $198.37. The stock is now traded at around $177.70. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,470 shares as of .

New Purchase: H.B. Fuller Co (FUL)

GYL Financial Synergies, LLC initiated holding in H.B. Fuller Co. The purchase prices were between $39.43 and $50.8, with an estimated average price of $46.1. The stock is now traded at around $44.65. The impact to a portfolio due to this purchase was 0.14%. The holding were 5,875 shares as of .

New Purchase: Delta Air Lines Inc (DAL)

GYL Financial Synergies, LLC initiated holding in Delta Air Lines Inc. The purchase prices were between $51.5 and $58.43, with an estimated average price of $56.04. The stock is now traded at around $59.53. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,863 shares as of .

New Purchase: CoStar Group Inc (CSGP)

GYL Financial Synergies, LLC initiated holding in CoStar Group Inc. The purchase prices were between $474.37 and $560.54, with an estimated average price of $510.66. The stock is now traded at around $633.74. The impact to a portfolio due to this purchase was 0.11%. The holding were 389 shares as of .

Added: iShares Core S&P Small-Cap ETF (IJR)

GYL Financial Synergies, LLC added to a holding in iShares Core S&P Small-Cap ETF by 37.07%. The purchase prices were between $72.93 and $81.1, with an estimated average price of $77.42. The stock is now traded at around $76.59. The impact to a portfolio due to this purchase was 2.33%. The holding were 207,019 shares as of .

Added: Schwab U.S. Broad MarketETF (SCHB)

GYL Financial Synergies, LLC added to a holding in Schwab U.S. Broad MarketETF by 31.97%. The purchase prices were between $66.02 and $71.08, with an estimated average price of $69.26. The stock is now traded at around $70.02. The impact to a portfolio due to this purchase was 1.23%. The holding were 136,029 shares as of .

Added: iShares Core MSCI EAFE ETF (IEFA)

GYL Financial Synergies, LLC added to a holding in iShares Core MSCI EAFE ETF by 45.74%. The purchase prices were between $58.22 and $61.5, with an estimated average price of $60.25. The stock is now traded at around $58.97. The impact to a portfolio due to this purchase was 0.72%. The holding were 70,354 shares as of .

Added: iShares S&P Mid-Cap 400 Growth ETF (IJK)

GYL Financial Synergies, LLC added to a holding in iShares S&P Mid-Cap 400 Growth ETF by 134.59%. The purchase prices were between $211.25 and $227.24, with an estimated average price of $221.31. The stock is now traded at around $223.75. The impact to a portfolio due to this purchase was 0.24%. The holding were 3,493 shares as of .

Added: Schwab Emerging Markets Equity ETF (SCHE)

GYL Financial Synergies, LLC added to a holding in Schwab Emerging Markets Equity ETF by 36.00%. The purchase prices were between $24.49 and $26.96, with an estimated average price of $25.9. The stock is now traded at around $24.61. The impact to a portfolio due to this purchase was 0.16%. The holding were 44,181 shares as of .

Added: Celsius Holdings Inc (CELH)

GYL Financial Synergies, LLC added to a holding in Celsius Holdings Inc by 39.74%. The purchase prices were between $3.72 and $4.62, with an estimated average price of $4.1. The stock is now traded at around $4.49. The impact to a portfolio due to this purchase was 0.09%. The holding were 139,744 shares as of .

Sold Out: iShares MSCI ACWI Index Fund (ACWI)

GYL Financial Synergies, LLC sold out a holding in iShares MSCI ACWI Index Fund. The sale prices were between $70.09 and $74.72, with an estimated average price of $72.93.

Sold Out: Mastercard Inc (MA)

GYL Financial Synergies, LLC sold out a holding in Mastercard Inc. The sale prices were between $235.91 and $266.79, with an estimated average price of $250.12.

Sold Out: Materials Select Sector SPDR Fund (XLB)

GYL Financial Synergies, LLC sold out a holding in Materials Select Sector SPDR Fund. The sale prices were between $52.75 and $58.5, with an estimated average price of $56.39.

Sold Out: Nike Inc (NKE)

GYL Financial Synergies, LLC sold out a holding in Nike Inc. The sale prices were between $77.14 and $89.2, with an estimated average price of $84.21.

Sold Out: PVH Corp (PVH)

GYL Financial Synergies, LLC sold out a holding in PVH Corp. The sale prices were between $84.49 and $132.71, with an estimated average price of $110.88.

Sold Out: Ford Motor Co (F)

GYL Financial Synergies, LLC sold out a holding in Ford Motor Co. The sale prices were between $8.98 and $10.45, with an estimated average price of $9.85.



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

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)