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Showing Q3 2024 data
GYL FINANCIAL SYNERGIES, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
GYL FINANCIAL SYNERGIES, LLC
•CIK: 1767715•Filing: Q3 2024
**GYL FINANCIAL SYNERGIES, LLC** manages $1.3B across a diversified portfolio of 361 positions. The fund exhibits significant concentration in technology and market indices, notably holding QUAL at $105.1M and MSFT at $60.4M. Further top allocations include RSP ($54.0M), AAPL ($50.5M), and AMZN ($33.6M). This structure suggests a conviction-driven, large-cap growth and market-beta exposure strategy.
Total AUM
$1.3B
QoQ Performance
+2.7%
Positions
280
Top 10 Concentration
33.6%
Latest Filing
Q3 2024
Top Holdings Allocation
QUAL
QUAL7.9%
MSFT4.5%
RSP4.1%
AAPL3.8%
AMZN2.5%
JPM2.4%
GOOGL1.9%
SPY1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.7%
Technology16.7%
Financial7.4%
Consumer6.0%
Healthcare4.4%
ETF3.5%
Industrial2.0%
Real Estate1.7%
🚪 Exited Positionssold since Q2 2024
+164 more exited positions
Changes from Q2 2024
NEW4 new positions
↑79 increased
↓113 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023