0001725547-24-002148.txt : 20240514 0001725547-24-002148.hdr.sgml : 20240514 20240514144430 ACCESSION NUMBER: 0001725547-24-002148 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240514 DATE AS OF CHANGE: 20240514 EFFECTIVENESS DATE: 20240514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GYL FINANCIAL SYNERGIES, LLC CENTRAL INDEX KEY: 0001767715 ORGANIZATION NAME: 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: 24943550 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 X0202 13F-HR LIVE false false false 0001767715 XXXXXXXX 03-31-2024 03-31-2024 false GYL Financial Synergies, LLC

75 ISHAM ROAD SUITE 310 West Hartford CT 06107

13F HOLDINGS REPORT 028-19333 000284758 801-108230 N Rosa Cadena 860-206-7400 /s/ Rosa Cadena West Hartford CT 05-14-2024 0 365 1275110010 false INFORMATION TABLE 2 Form13fInfoTable.xml AES CORP COM 00130H105 497860 27767 SH SOLE 0 0 27767 AT&T INC COM 00206R102 3991569 226794 SH SOLE 0 0 226794 ABBOTT LABS COM 002824100 1827653 16080 SH SOLE 0 0 16080 ABBVIE INC COM 00287Y109 6690660 36742 SH SOLE 0 0 36742 ADOBE INC COM 00724F101 1056875 2094 SH SOLE 0 0 2094 AIRBNB INC COM CL A 009066101 250079 1516 SH SOLE 0 0 1516 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 560475 7746 SH SOLE 0 0 7746 ALLSTATE CORP COM 020002101 884457 5112 SH SOLE 0 0 5112 ALPHABET INC CAP STK CL C 02079K107 10329075 67838 SH SOLE 0 0 67838 ALPHABET INC CAP STK CL A 02079K305 22945345 152026 SH SOLE 0 0 152026 ALTRIA GROUP INC COM 02209S103 300494 6889 SH SOLE 0 0 6889 AMAZON COM INC COM 023135106 30904181 171328 SH SOLE 0 0 171328 AMERICAN EXPRESS CO COM 025816109 5319838 23364 SH SOLE 0 0 23364 AMERICAN 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308075 1743 SH SOLE 0 0 1743 MARRIOTT INTL INC NEW CL A 571903202 7066008 28005 SH SOLE 0 0 28005 MASTERCARD INCORPORATED CL A 57636Q104 798031 1657 SH SOLE 0 0 1657 MCDONALDS CORP COM 580135101 837835 2972 SH SOLE 0 0 2972 MCKESSON CORP COM 58155Q103 3191036 5944 SH SOLE 0 0 5944 MERCK & CO INC COM 58933Y105 8098011 61372 SH SOLE 0 0 61372 MICROSOFT CORP COM 594918104 58648791 139401 SH SOLE 0 0 139401 MICROCHIP TECHNOLOGY INC. COM 595017104 2605089 29039 SH SOLE 0 0 29039 MICRON TECHNOLOGY INC COM 595112103 377863 3205 SH SOLE 0 0 3205 MID-AMER APT CMNTYS INC COM 59522J103 1532907 11650 SH SOLE 0 0 11650 MONDELEZ INTL INC CL A 609207105 2110556 30151 SH SOLE 0 0 30151 MONROE CAP CORP COM 610335101 180309 25043 SH SOLE 0 0 25043 MONSTER BEVERAGE CORP NEW COM 61174X109 512001 8637 SH SOLE 0 0 8637 MOTOROLA SOLUTIONS INC COM NEW 620076307 942722 2656 SH SOLE 0 0 2656 NATIONAL FUEL GAS CO COM 636180101 255868 4763 SH SOLE 0 0 4763 NETFLIX INC COM 64110L106 6750667 11115 SH SOLE 0 0 11115 NEW MTN FIN CORP COM 647551100 195498 15430 SH SOLE 0 0 15430 NEXTERA ENERGY INC COM 65339F101 527493 8254 SH SOLE 0 0 8254 NIKE INC CL B 654106103 2448748 26056 SH SOLE 0 0 26056 NORFOLK SOUTHN CORP COM 655844108 1620209 6357 SH SOLE 0 0 6357 NORTHROP GRUMMAN CORP COM 666807102 215397 450 SH SOLE 0 0 450 NOVARTIS AG SPONSORED ADR 66987V109 324916 3359 SH SOLE 0 0 3359 NVIDIA CORPORATION COM 67066G104 14511967 16061 SH SOLE 0 0 16061 NUVEEN MUN VALUE FD INC COM 670928100 266927 30646 SH SOLE 0 0 30646 ORACLE CORP COM 68389X105 1426615 11357 SH SOLE 0 0 11357 OTIS WORLDWIDE CORP COM 68902V107 378449 3812 SH SOLE 0 0 3812 PNC FINL SVCS GROUP INC COM 693475105 209757 1298 SH SOLE 0 0 1298 PPG INDS INC COM 693506107 447161 3086 SH SOLE 0 0 3086 PVH CORPORATION COM 693656100 1137092 8087 SH SOLE 0 0 8087 PACCAR INC COM 693718108 224489 1812 SH SOLE 0 0 1812 PACKAGING CORP AMER COM 695156109 283911 1496 SH SOLE 0 0 1496 PALANTIR TECHNOLOGIES INC CL A 69608A108 4376801 190213 SH SOLE 0 0 190213 PALO ALTO NETWORKS INC COM 697435105 486715 1713 SH SOLE 0 0 1713 PARKER-HANNIFIN CORP COM 701094104 3688222 6636 SH SOLE 0 0 6636 PAYCHEX INC COM 704326107 1643187 13381 SH SOLE 0 0 13381 PAYPAL HLDGS INC COM 70450Y103 1032684 15416 SH SOLE 0 0 15416 PEPSICO INC COM 713448108 7985580 45629 SH SOLE 0 0 45629 PFIZER INC COM 717081103 9371267 337703 SH SOLE 0 0 337703 PHILIP MORRIS INTL INC COM 718172109 12959122 141444 SH SOLE 0 0 141444 PHILLIPS 66 COM 718546104 304302 1863 SH SOLE 0 0 1863 PHINIA INC COMMON STOCK 71880K101 250602 6521 SH SOLE 0 0 6521 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 574083 5710 SH SOLE 0 0 5710 PROCTER AND GAMBLE CO COM 742718109 17827440 109876 SH SOLE 0 0 109876 PROGRESSIVE CORP COM 743315103 258973 1252 SH SOLE 0 0 1252 PROLOGIS INC. COM 74340W103 2417665 18566 SH SOLE 0 0 18566 PUBLIC STORAGE COM 74460D109 1775747 6122 SH SOLE 0 0 6122 QUAKER HOUGHTON COM 747316107 205250 1000 SH SOLE 0 0 1000 QUALCOMM INC COM 747525103 1234970 7295 SH SOLE 0 0 7295 QUANTA SVCS INC COM 74762E102 1305755 5026 SH SOLE 0 0 5026 QUEST DIAGNOSTICS INC COM 74834L100 2217401 16658 SH SOLE 0 0 16658 RBB FD INC MOTLEY FOOL GBL 74933W635 225264 7432 SH SOLE 0 0 7432 RAYMOND JAMES FINL INC COM 754730109 2748316 21401 SH SOLE 0 0 21401 RTX CORPORATION COM 75513E101 1059913 10868 SH SOLE 0 0 10868 REALTY INCOME CORP COM 756109104 437874 8094 SH SOLE 0 0 8094 REGENERON PHARMACEUTICALS COM 75886F107 2568886 2669 SH SOLE 0 0 2669 REPUBLIC SVCS INC COM 760759100 825570 4312 SH SOLE 0 0 4312 RESTAURANT BRANDS INTL INC COM 76131D103 417984 5261 SH SOLE 0 0 5261 RIO TINTO PLC SPONSORED ADR 767204100 484287 7598 SH SOLE 0 0 7598 ROYAL BK CDA COM 780087102 222945 2210 SH SOLE 0 0 2210 SHELL PLC SPON ADS 780259305 4695727 70044 SH SOLE 0 0 70044 S&P GLOBAL INC COM 78409V104 1674571 3936 SH SOLE 0 0 3936 SPDR S&P 500 ETF TR TR UNIT 78462F103 19680077 37624 SH SOLE 0 0 37624 SPDR GOLD TR GOLD SHS 78463V107 495682 2410 SH SOLE 0 0 2410 SPDR SER TR NUVEEN BLOOMBERG 78464A284 1133731 44131 SH SOLE 0 0 44131 SPDR SER TR DJ REIT ETF 78464A607 211591 2245 SH SOLE 0 0 2245 SPDR SER TR S&P BIOTECH 78464A870 222612 2346 SH SOLE 0 0 2346 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 899733 2262 SH SOLE 0 0 2262 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 18413439 33094 SH SOLE 0 0 33094 SPDR SER TR BLOOMBERG 3-12 M 78468R523 3849145 38716 SH SOLE 0 0 38716 SPDR SER TR S&P KENSHO NEW 78468R648 583018 12126 SH SOLE 0 0 12126 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 644344 7019 SH SOLE 0 0 7019 SALESFORCE INC COM 79466L302 589710 1958 SH SOLE 0 0 1958 SANOFI SPONSORED ADR 80105N105 685066 14096 SH SOLE 0 0 14096 SCHWAB CHARLES CORP COM 808513105 229028 3166 SH SOLE 0 0 3166 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 11103453 181875 SH SOLE 0 0 181875 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1275876 50530 SH SOLE 0 0 50530 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 4291514 53225 SH SOLE 0 0 53225 SCHWAB STRATEGIC TR US REIT ETF 808524847 2246104 110646 SH SOLE 0 0 110646 SCHWAB STRATEGIC TR US TIPS ETF 808524870 286463 5492 SH SOLE 0 0 5492 SCIENCE APPLICATIONS INTL CO COM 808625107 234832 1801 SH SOLE 0 0 1801 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 909016 6153 SH SOLE 0 0 6153 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1023050 13398 SH SOLE 0 0 13398 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 550378 2993 SH SOLE 0 0 2993 SELECT SECTOR SPDR TR ENERGY 81369Y506 10458982 110783 SH SOLE 0 0 110783 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 2642536 62738 SH SOLE 0 0 62738 SELECT SECTOR SPDR TR INDL 81369Y704 328504 2608 SH SOLE 0 0 2608 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 4400565 21129 SH SOLE 0 0 21129 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 233431 2859 SH SOLE 0 0 2859 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 241647 6113 SH SOLE 0 0 6113 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 204500 3115 SH SOLE 0 0 3115 SELECTIVE INS GROUP INC COM 816300107 258624 2369 SH SOLE 0 0 2369 SEMPRA COM 816851109 429974 5986 SH SOLE 0 0 5986 SERVICENOW INC COM 81762P102 2454166 3219 SH SOLE 0 0 3219 SIMON PPTY GROUP INC NEW COM 828806109 9429703 60258 SH SOLE 0 0 60258 SMITH A O CORP COM 831865209 310963 3476 SH SOLE 0 0 3476 SOUTHERN CO COM 842587107 2829427 39440 SH SOLE 0 0 39440 STARBUCKS CORP COM 855244109 642669 7032 SH SOLE 0 0 7032 STIFEL FINL CORP COM 860630102 251473 3217 SH SOLE 0 0 3217 STITCH FIX INC COM CL A 860897107 354259 134189 SH SOLE 0 0 134189 SUPER MICRO COMPUTER INC COM 86800U104 258568 256 SH SOLE 0 0 256 SYNOPSYS INC COM 871607107 1509332 2641 SH SOLE 0 0 2641 SYSCO CORP COM 871829107 251782 3102 SH SOLE 0 0 3102 T-MOBILE US INC COM 872590104 1181386 7238 SH SOLE 0 0 7238 TARGET CORP COM 87612E106 452442 2553 SH SOLE 0 0 2553 TEMPUR SEALY INTL INC COM 88023U101 200518 3529 SH SOLE 0 0 3529 TENET HEALTHCARE CORP COM NEW 88033G407 330676 3146 SH SOLE 0 0 3146 TESLA INC COM 88160R101 729001 4147 SH SOLE 0 0 4147 TEXAS INSTRS INC COM 882508104 613916 3524 SH SOLE 0 0 3524 TEXAS ROADHOUSE INC COM 882681109 354509 2295 SH SOLE 0 0 2295 THERMO FISHER SCIENTIFIC INC COM 883556102 499901 860 SH SOLE 0 0 860 3M CO COM 88579Y101 228415 2153 SH SOLE 0 0 2153 TORONTO DOMINION BK ONT COM NEW 891160509 200234 3316 SH SOLE 0 0 3316 TOTALENERGIES SE SPONSORED ADS 89151E109 1567053 22767 SH SOLE 0 0 22767