Chief Compliance Officer

0001725547-22-000131.txt : 20220801 0001725547-22-000131.hdr.sgml : 20220801 20220801131154 ACCESSION NUMBER: 0001725547-22-000131 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220801 DATE AS OF CHANGE: 20220801 EFFECTIVENESS DATE: 20220801 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GYL FINANCIAL SYNERGIES, LLC CENTRAL INDEX KEY: 0001767715 IRS NUMBER: 813263476 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19333 FILM NUMBER: 221123786 BUSINESS ADDRESS: STREET 1: 75 ISHAM ROAD STREET 2: SUITE 310 CITY: WEST HARTFORD STATE: CT ZIP: 06107 BUSINESS PHONE: 860-206-7400 MAIL ADDRESS: STREET 1: 75 ISHAM ROAD STREET 2: SUITE 310 CITY: WEST HARTFORD STATE: CT ZIP: 06107 13F-HR 1 primary_doc.xml 13F-HR LIVE false false 0001767715 XXXXXXXX 06-30-2022 06-30-2022 false GYL Financial Synergies, LLC

75 ISHAM ROAD SUITE 310 West Hartford CT 06107

13F HOLDINGS REPORT 028-19333 N Michael Lepore Chief Compliance Officer 860-206-7400 /s/ Michael Lepore West Hartford CT 08-01-2022 0 192 366117 false INFORMATION TABLE 2 Form13fInfoTable.xml AES CORP COM 00130H105 240 11413 SH SOLE 0 0 11413 AT&T INC COM 00206R102 318 15167 SH SOLE 0 0 15166 ABBOTT LABS COM 002824100 462 4256 SH SOLE 0 0 4256 ABBVIE INC COM 00287Y109 1528 9979 SH SOLE 0 0 9978 ADOBE SYSTEMS INCORPORATED COM 00724F101 609 1664 SH SOLE 0 0 1664 ALLSTATE CORP COM 020002101 527 4159 SH SOLE 0 0 4159 ALLY FINL INC COM 02005N100 368 10984 SH SOLE 0 0 10983 ALPHABET INC CAP STK CL C 02079K107 1534 701 SH SOLE 0 0 701 ALPHABET INC CAP STK CL A 02079K305 1308 600 SH SOLE 0 0 600 AMAZON COM INC COM 023135106 2091 19687 SH SOLE 0 0 19687 AMERICAN EXPRESS CO COM 025816109 652 4703 SH SOLE 0 0 4703 AMERICAN TOWER CORP NEW COM 03027X100 744 2911 SH SOLE 0 0 2911 AMGEN INC COM 031162100 391 1609 SH SOLE 0 0 1608 ANNALY CAPITAL MANAGEMENT IN COM 035710409 129 21787 SH SOLE 0 0 21786 APOLLO GLOBAL MGMT INC COM 03769M106 379 7820 SH SOLE 0 0 7819 APPLE INC COM 037833100 16297 119202 SH SOLE 0 0 119201 AUTOMATIC DATA PROCESSING IN COM 053015103 284 1352 SH SOLE 0 0 1352 AUTONATION INC COM 05329W102 442 3953 SH SOLE 0 0 3952 AUTOZONE INC COM 053332102 389 181 SH SOLE 0 0 181 BGC PARTNERS INC CL A 05541T101 83 24632 SH SOLE 0 0 24632 BK OF AMERICA CORP COM 060505104 479 15380 SH SOLE 0 0 15379 BANK NEW YORK MELLON CORP COM 064058100 434 10395 SH SOLE 0 0 10394 BECTON DICKINSON & CO COM 075887109 212 859 SH SOLE 0 0 859 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4296 15734 SH SOLE 0 0 15733 BLACKROCK INC COM 09247X101 244 400 SH SOLE 0 0 400 BLACKSTONE INC COM 09260D107 624 6842 SH SOLE 0 0 6842 BOEING CO COM 097023105 290 2122 SH SOLE 0 0 2122 BRISTOL-MYERS SQUIBB CO COM 110122108 582 7565 SH SOLE 0 0 7564 BROADCOM INC COM 11135F101 204 419 SH SOLE 0 0 419 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 324 7291 SH SOLE 0 0 7291 CIGNA CORP NEW COM 125523100 748 2837 SH SOLE 0 0 2837 CSX CORP COM 126408103 229 7875 SH SOLE 0 0 7875 CVS HEALTH CORP COM 126650100 357 3855 SH SOLE 0 0 3854 CAPITAL ONE FINL CORP COM 14040H105 211 2025 SH SOLE 0 0 2025 CARNIVAL CORP COMMON STOCK 143658300 129 14936 SH SOLE 0 0 14936 CARRIER GLOBAL CORPORATION COM 14448C104 427 11979 SH SOLE 0 0 11978 CATERPILLAR INC COM 149123101 341 1908 SH SOLE 0 0 1908 CHEVRON CORP NEW COM 166764100 899 6208 SH SOLE 0 0 6208 CISCO SYS INC COM 17275R102 362 8483 SH SOLE 0 0 8483 CITIGROUP INC COM NEW 172967424 524 11389 SH SOLE 0 0 11388 COCA COLA CO COM 191216100 1416 22515 SH SOLE 0 0 22514 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 1568 88795 SH SOLE 0 0 88795 COMCAST CORP NEW CL A 20030N101 407 10371 SH SOLE 0 0 10370 CONAGRA BRANDS INC COM 205887102 411 12000 SH SOLE 0 0 11999 CONOCOPHILLIPS COM 20825C104 1015 11302 SH SOLE 0 0 11301 CORNING INC COM 219350105 202 6425 SH SOLE 0 0 6425 COSTCO WHSL CORP NEW COM 22160K105 805 1679 SH SOLE 0 0 1678 COSTAR GROUP INC COM 22160N109 377 6246 SH SOLE 0 0 6246 DANAHER CORPORATION COM 235851102 489 1929 SH SOLE 0 0 1929 DEERE & CO COM 244199105 272 907 SH SOLE 0 0 907 DISNEY WALT CO COM 254687106 566 5995 SH SOLE 0 0 5994 ELECTRONIC ARTS INC COM 285512109 578 4752 SH SOLE 0 0 4751 ENTERPRISE PRODS PARTNERS L COM 293792107 320 13126 SH SOLE 0 0 13126 EXXON MOBIL CORP COM 30231G102 1664 19431 SH SOLE 0 0 19430 META PLATFORMS INC CL A 30303M102 1186 7357 SH SOLE 0 0 7357 FACTSET RESH SYS INC COM 303075105 543 1411 SH SOLE 0 0 1411 FEDEX CORP COM 31428X106 709 3129 SH SOLE 0 0 3128 FOCUS FINL PARTNERS INC COM CL A 34417P100 375 11000 SH SOLE 0 0 11000 GENERAL DYNAMICS CORP COM 369550108 331 1495 SH SOLE 0 0 1495 GENERAL ELECTRIC CO COM NEW 369604301 204 3206 SH SOLE 0 0 3205 GILEAD SCIENCES INC COM 375558103 658 10646 SH SOLE 0 0 10646 GOLDMAN SACHS GROUP INC COM 38141G104 451 1518 SH SOLE 0 0 1518 HOME DEPOT INC COM 437076102 1666 6075 SH SOLE 0 0 6075 HONEYWELL INTL INC COM 438516106 337 1941 SH SOLE 0 0 1941 HORMEL FOODS CORP COM 440452100 375 7913 SH SOLE 0 0 7913 HUNTSMAN CORP COM 447011107 248 8742 SH SOLE 0 0 8741 INGREDION INC COM 457187102 225 2552 SH SOLE 0 0 2552 INTEL CORP COM 458140100 805 21514 SH SOLE 0 0 21514 INTERNATIONAL BUSINESS MACHS COM 459200101 637 4510 SH SOLE 0 0 4509 INVESCO QQQ TR UNIT SER 1 46090E103 2540 9063 SH SOLE 0 0 9063 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1482 11041 SH SOLE 0 0 11040 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 902 14553 SH SOLE 0 0 14553 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 521 42188 SH SOLE 0 0 42188 ISHARES TR CORE S&P TTL STK 464287150 317 3780 SH SOLE 0 0 3780 ISHARES TR SELECT DIVID ETF 464287168 513 4362 SH SOLE 0 0 4362 ISHARES TR CORE S&P500 ETF 464287200 7127 18797 SH SOLE 0 0 18796 ISHARES TR CORE US AGGBD ET 464287226 670 6587 SH SOLE 0 0 6587 ISHARES TR MSCI EMG MKT ETF 464287234 487 12138 SH SOLE 0 0 12138 ISHARES TR S&P 500 GRWT ETF 464287309 247 4092 SH SOLE 0 0 4092 ISHARES TR MSCI EAFE ETF 464287465 1151 18414 SH SOLE 0 0 18414 ISHARES TR RUS MD CP GR ETF 464287481 356 4489 SH SOLE 0 0 4489 ISHARES TR RUS MID CAP ETF 464287499 341 5270 SH SOLE 0 0 5270 ISHARES TR CORE S&P MCP ETF 464287507 4915 21727 SH SOLE 0 0 21726 ISHARES TR COHEN STEER REIT 464287564 719 11825 SH SOLE 0 0 11825 ISHARES TR RUS 1000 VAL ETF 464287598 451 3114 SH SOLE 0 0 3113 ISHARES TR S&P MC 400GR ETF 464287606 263 4124 SH SOLE 0 0 4124 ISHARES TR RUS 1000 GRW ETF 464287614 610 2789 SH SOLE 0 0 2789 ISHARES TR RUSSELL 2000 ETF 464287655 805 4752 SH SOLE 0 0 4752 ISHARES TR U.S. REAL ES ETF 464287739 399 4337 SH SOLE 0 0 4337 ISHARES TR CORE S&P SCP ETF 464287804 1344 14546 SH SOLE 0 0 14545 ISHARES TR EUROPE ETF 464287861 221 5176 SH SOLE 0 0 5176 ISHARES TR EAFE SML CP ETF 464288273 218 4000 SH SOLE 0 0 4000 ISHARES TR NATIONAL MUN ETF 464288414 4488 42198 SH SOLE 0 0 42198 ISHARES TR INTL SEL DIV ETF 464288448 306 11263 SH SOLE 0 0 11263 ISHARES TR PFD AND INCM SEC 464288687 505 15345 SH SOLE 0 0 15344 ISHARES TR EAFE VALUE ETF 464288877 332 7651 SH SOLE 0 0 7651 ISHARES TR EAFE GRWTH ETF 464288885 387 4810 SH SOLE 0 0 4810 ISHARES TR 0-5 YR TIPS ETF 46429B747 11484 113225 SH SOLE 0 0 113224 ISHARES TR MSCI USA QLT FCT 46432F339 72762 651230 SH SOLE 0 0 651229 ISHARES TR CORE MSCI EAFE 46432F842 3499 59452 SH SOLE 0 0 59452 ISHARES INC CORE MSCI EMKT 46434G103 1460 29752 SH SOLE 0 0 29752 ISHARES TR MSCI USA SML CP 46434V290 10201 217560 SH SOLE 0 0 217559 ISHARES TR CORE TOTAL USD 46434V613 6730 143732 SH SOLE 0 0 143732 JPMORGAN CHASE & CO COM 46625H100 2407 21375 SH SOLE 0 0 21375 JOHNSON & JOHNSON COM 478160104 1670 9410 SH SOLE 0 0 9409 LKQ CORP COM 501889208 421 8585 SH SOLE 0 0 8584 LILLY ELI & CO COM 532457108 4811 14838 SH SOLE 0 0 14838 LOWES COS INC COM 548661107 236 1350 SH SOLE 0 0 1350 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 218 4555 SH SOLE 0 0 4555 MARRIOTT INTL INC NEW CL A 571903202 282 2071 SH SOLE 0 0 2071 MASTERCARD INCORPORATED CL A 57636Q104 311 987 SH SOLE 0 0 987 MCDONALDS CORP COM 580135101 664 2690 SH SOLE 0 0 2690 MERCK & CO INC COM 58933Y105 1927 21132 SH SOLE 0 0 21132 MICROSOFT CORP COM 594918104 6054 23574 SH SOLE 0 0 23573 MONROE CAP CORP COM 610335101 141 15598 SH SOLE 0 0 15598 MONSTER BEVERAGE CORP NEW COM 61174X109 408 4405 SH SOLE 0 0 4405 NRG ENERGY INC COM NEW 629377508 274 7188 SH SOLE 0 0 7188 NETFLIX INC COM 64110L106 716 4094 SH SOLE 0 0 4094 NEXTERA ENERGY INC COM 65339F101 1449 18700 SH SOLE 0 0 18700 NVIDIA CORPORATION COM 67066G104 597 3936 SH SOLE 0 0 3936 ORACLE CORP COM 68389X105 686 9817 SH SOLE 0 0 9816 OTIS WORLDWIDE CORP COM 68902V107 274 3882 SH SOLE 0 0 3882 PVH CORPORATION COM 693656100 542 9517 SH SOLE 0 0 9516 PALO ALTO NETWORKS INC COM 697435105 207 419 SH SOLE 0 0 419 PEPSICO INC COM 713448108 813 4879 SH SOLE 0 0 4878 PFIZER INC COM 717081103 1144 21813 SH SOLE 0 0 21812 PROCTER AND GAMBLE CO COM 742718109 2293 15944 SH SOLE 0 0 15943 QUALCOMM INC COM 747525103 781 6118 SH SOLE 0 0 6117 QUEST DIAGNOSTICS INC COM 74834L100 2213 16642 SH SOLE 0 0 16642 RAYTHEON TECHNOLOGIES CORP COM 75513E101 882 9181 SH SOLE 0 0 9181 REALTY INCOME CORP COM 756109104 450 6598 SH SOLE 0 0 6597 RELX PLC SPONSORED ADR 759530108 204 7589 SH SOLE 0 0 7589 REPUBLIC SVCS INC COM 760759100 677 5171 SH SOLE 0 0 5170 RESTAURANT BRANDS INTL INC COM 76131D103 403 8046 SH SOLE 0 0 8045 RIO TINTO PLC SPONSORED ADR 767204100 206 3374 SH SOLE 0 0 3374 S&P GLOBAL INC COM 78409V104 422 1251 SH SOLE 0 0 1251 SPDR S&P 500 ETF TR TR UNIT 78462F103 28304 75026 SH SOLE 0 0 75026 SPDR GOLD TR GOLD SHS 78463V107 385 2286 SH SOLE 0 0 2285 SPDR SER TR PORTFOLIO INTRMD 78464A375 865 26511 SH SOLE 0 0 26510 SPDR SER TR PORTFOLIO AGRGTE 78464A649 6994 265424 SH SOLE 0 0 265424 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 696 2262 SH SOLE 0 0 2262 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 388 938 SH SOLE 0 0 937 SPDR SER TR SPDR S&P 500 ETF 78468R796 360 3903 SH SOLE 0 0 3903 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 6800 153882 SH SOLE 0 0 153882 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1331 52440 SH SOLE 0 0 52440 SCHWAB STRATEGIC TR US REIT ETF 808524847 258 12241 SH SOLE 0 0 12241 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 328 2555 SH SOLE 0 0 2554 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 798 5806 SH SOLE 0 0 5805 SELECT SECTOR SPDR TR ENERGY 81369Y506 1205 16857 SH SOLE 0 0 16856 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 537 17068 SH SOLE 0 0 17068 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 217 2481 SH SOLE 0 0 2481 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 4355 34256 SH SOLE 0 0 34256 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 484 8910 SH SOLE 0 0 8909 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 272 3877 SH SOLE 0 0 3876 SEMPRA COM 816851109 223 1485 SH SOLE 0 0 1485 STARBUCKS CORP COM 855244109 581 7601 SH SOLE 0 0 7601 SYSCO CORP COM 871829107 229 2701 SH SOLE 0 0 2701 TJX COS INC NEW COM 872540109 386 6913 SH SOLE 0 0 6913 TESLA INC COM 88160R101 336 499 SH SOLE 0 0 499 THERMO FISHER SCIENTIFIC INC COM 883556102 273 502 SH SOLE 0 0 502 3M CO COM 88579Y101 314 2423 SH SOLE 0 0 2423 US BANCORP DEL COM NEW 902973304 279 6052 SH SOLE 0 0 6052 UNION PAC CORP COM 907818108 635 2979 SH SOLE 0 0 2979 UNITED PARCEL SERVICE INC CL B 911312106 1044 5719 SH SOLE 0 0 5718 UNITEDHEALTH GROUP INC COM 91324P102 1261 2455 SH SOLE 0 0 2455 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 18023 125623 SH SOLE 0 0 125622 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 1820 8361 SH SOLE 0 0 8361 VANGUARD WELLINGTON FD US QUALITY 921935706 5468 55817 SH SOLE 0 0 55817 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 15395 200483 SH SOLE 0 0 200482 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 349 4634 SH SOLE 0 0 4634 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 200 4907 SH SOLE 0 0 4907 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 978 23481 SH SOLE 0 0 23481 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 8488 36041 SH SOLE 0 0 36040 VANGUARD WORLD FDS INF TECH ETF 92204A702 224 686 SH SOLE 0 0 686 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1220 3516 SH SOLE 0 0 3515 VANGUARD INDEX FDS SM CP VAL ETF 922908611 203 1354 SH SOLE 0 0 1353 VANGUARD INDEX FDS MID CAP ETF 922908629 2119 10757 SH SOLE 0 0 10757 VANGUARD INDEX FDS VALUE ETF 922908744 1367 10368 SH SOLE 0 0 10368 VANGUARD INDEX FDS TOTAL STK MKT 922908769 8182 43377 SH SOLE 0 0 43377 VERIZON COMMUNICATIONS INC COM 92343V104 1560 30734 SH SOLE 0 0 30734 VISA INC COM CL A 92826C839 1198 6085 SH SOLE 0 0 6084 WALMART INC COM 931142103 539 4431 SH SOLE 0 0 4430 WISDOMTREE TR EMG MKTS SMCAP 97717W281 224 5021 SH SOLE 0 0 5021 WISDOMTREE TR US LARGECAP DIVD 97717W307 508 8588 SH SOLE 0 0 8588 WISDOMTREE TR EMER MKT HIGH FD 97717W315 659 17791 SH SOLE 0 0 17790 WISDOMTREE TR US MIDCAP DIVID 97717W505 1014 26026 SH SOLE 0 0 26025 WISDOMTREE TR US SMALLCAP DIVD 97717W604 706 25010 SH SOLE 0 0 25009 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 301 4600 SH SOLE 0 0 4600 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 233 6102 SH SOLE 0 0 6102 LINDE PLC SHS G5494J103 818 2846 SH SOLE 0 0 2846 MEDTRONIC PLC SHS G5960L103 1045 11638 SH SOLE 0 0 11637 WEJO GROUP LIMITED COMMON SHARES G9525W109 71 59538 SH SOLE 0 0 59538