Managers / Q1 2021 · view latest →
GYL FINANCIAL SYNERGIES, LLC
CIK 0001767715 · 75 ISHAM ROAD, SUITE 310, WEST HARTFORD, CT, 06107 · 860-206-7400
Reported Value
$182M
Q1 2021
Positions
177
Filings on Record
25
2019–present window
Filed
May 4, 2021
original filing
Summary
Gyl Financial Synergies, Llc reported $182M in U.S.-listed holdings across 177 positions for Q1 2021.
Its largest position, AAPL, represents 8.2% of the portfolio.
Compared with Q4 2020, the fund opened 18 new positions and exited 11.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 55.3% · $100M
- ETP · 42.4% · $77M
- Other · 1.1% · $2M
- REIT · 0.6% · $1M
- ADR · 0.3% · $603,000
- Other · 0.3% · $508,000
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2021
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q3 2024 | $1.3B | 361 | Nov 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.3B | 365 | Jul 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.3B | 365 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.2B | 365 | Feb 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1.0B | 327 | Nov 6, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $1.1B | 342 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $835M | 282 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $461.8B | 216 | Feb 6, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $367M | 190 | Nov 1, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $366M | 192 | Aug 1, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $418M | 203 | May 5, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $370M | 209 | Feb 8, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $196M | 188 | Nov 1, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $194M | 183 | Aug 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $182M | 177 | May 4, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $174M | 170 | Feb 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $153M | 154 | Nov 6, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $138M | 150 | Aug 4, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $156M | 142 | May 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $226M | 173 | Feb 6, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $201M | 168 | Nov 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $189M | 159 | Aug 9, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $178M | 159 | May 21, 2019 | RESTATEMENT | changes · EDGAR ↗ |
| Q4 2018 | $138M | 143 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.