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
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03-31-2024
03-31-2024
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GYL Financial Synergies, LLC
75 ISHAM ROAD
SUITE 310
West Hartford
CT
06107
13F HOLDINGS REPORT
028-19333
000284758
801-108230
N
Rosa Cadena
Chief Compliance Officer
860-206-7400
/s/ Rosa Cadena
West Hartford
CT
05-14-2024
0
365
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ABBVIE INC
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ADOBE INC
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AIRBNB INC
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COM
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EATON CORP PLC
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EXPRO GROUP HOLDINGS NV
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CROCS INC
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COM
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DELL TECHNOLOGIES INC
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DIAGEO PLC
SPON ADR NEW
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DICKS SPORTING GOODS INC
COM
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DOMINION ENERGY INC
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COM
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E L F BEAUTY INC
COM
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EAGLE MATLS INC
COM
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EASTGROUP PPTYS INC
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COM
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1312
EMERSON ELEC CO
COM
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ENCOMPASS HEALTH CORP
COM
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315043
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COM
30231G102
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52572
SH
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META PLATFORMS INC
CL A
30303M102
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COM
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COM
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221
SH
SOLE
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221
FEDEX CORP
COM
31428X106
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3112
SH
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3112
FORD MTR CO DEL
COM
345370860
137164
10329
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FORTREA HLDGS INC
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CL B
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36266G107
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GAMING & LEISURE PPTYS INC
COM
36467J108
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GENERAL DYNAMICS CORP
COM
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GENERAL ELECTRIC CO
COM NEW
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GENERAL MLS INC
COM
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COM
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COM
38141G104
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SH
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SOLE
0
0
27467
HALEON PLC
SPON ADS
405552100
365868
43094
SH
SOLE
0
0
43094
HILTON WORLDWIDE HLDGS INC
COM
43300A203
9119856
42754
SH
SOLE
0
0
42754
HOLOGIC INC
COM
436440101
2018696
25894
SH
SOLE
0
0
25894
HOME DEPOT INC
COM
437076102
4176300
10887
SH
SOLE
0
0
10887
HONEYWELL INTL INC
COM
438516106
3594627
17513
SH
SOLE
0
0
17513
HORMEL FOODS CORP
COM
440452100
553300
15858
SH
SOLE
0
0
15858
ILLINOIS TOOL WKS INC
COM
452308109
407057
1517
SH
SOLE
0
0
1517
INGERSOLL RAND INC
COM
45687V106
571504
6019
SH
SOLE
0
0
6019
INGREDION INC
COM
457187102
299370
2562
SH
SOLE
0
0
2562
INTEL CORP
COM
458140100
787147
17821
SH
SOLE
0
0
17821
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
2982918
21705
SH
SOLE
0
0
21705
INTERNATIONAL BUSINESS MACHS
COM
459200101
3761721
19699
SH
SOLE
0
0
19699
INTERNATIONAL PAPER CO
COM
460146103
223546
5729
SH
SOLE
0
0
5729
INVESCO QQQ TR
UNIT SER 1
46090E103
7234901
16294
SH
SOLE
0
0
16294
INTUIT
COM
461202103
252195
388
SH
SOLE
0
0
388
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
53484975
315788
SH
SOLE
0
0
315788
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
46138E354
644394
9783
SH
SOLE
0
0
9783
INVESCO EXCH TRADED FD TR II
PFD ETF
46138E511
2526913
212703
SH
SOLE
0
0
212703
INVITATION HOMES INC
COM
46187W107
1789296
50247
SH
SOLE
0
0
50247
IQVIA HLDGS INC
COM
46266C105
14374015
56839
SH
SOLE
0
0
56839
ISHARES GOLD TR
ISHARES NEW
464285204
6591495
156903
SH
SOLE
0
0
156903
ISHARES TR
CORE S&P TTL STK
464287150
690993
5993
SH
SOLE
0
0
5993
ISHARES TR
SELECT DIVID ETF
464287168
445492
3617
SH
SOLE
0
0
3617
ISHARES TR
CORE S&P500 ETF
464287200
12582384
23933
SH
SOLE
0
0
23933
ISHARES TR
MSCI EMG MKT ETF
464287234
544892
13264
SH
SOLE
0
0
13264
ISHARES TR
S&P 500 GRWT ETF
464287309
1364804
16163
SH
SOLE
0
0
16163
ISHARES TR
MSCI EAFE ETF
464287465
1710498
21419
SH
SOLE
0
0
21419
ISHARES TR
RUS MDCP VAL ETF
464287473
351049
2801
SH
SOLE
0
0
2801
ISHARES TR
RUS MD CP GR ETF
464287481
419122
3672
SH
SOLE
0
0
3672
ISHARES TR
RUS MID CAP ETF
464287499
512781
6098
SH
SOLE
0
0
6098
ISHARES TR
CORE S&P MCP ETF
464287507
6480352
106690
SH
SOLE
0
0
106690
ISHARES TR
ISHARES BIOTECH
464287556
9477664
69069
SH
SOLE
0
0
69069
ISHARES TR
COHEN STEER REIT
464287564
8530857
147848
SH
SOLE
0
0
147848
ISHARES TR
RUS 1000 VAL ETF
464287598
652378
3642
SH
SOLE
0
0
3642
ISHARES TR
S&P MC 400GR ETF
464287606
376315
4124
SH
SOLE
0
0
4124
ISHARES TR
RUS 1000 GRW ETF
464287614
1237386
3671
SH
SOLE
0
0
3671
ISHARES TR
RUS 1000 ETF
464287622
729004
2531
SH
SOLE
0
0
2531
ISHARES TR
RUS 2000 VAL ETF
464287630
202324
1274
SH
SOLE
0
0
1274
ISHARES TR
RUSSELL 2000 ETF
464287655
1483900
7056
SH
SOLE
0
0
7056
ISHARES TR
U.S. REAL ES ETF
464287739
389896
4337
SH
SOLE
0
0
4337
ISHARES TR
CORE S&P SCP ETF
464287804
5892613
53317
SH
SOLE
0
0
53317
ISHARES TR
EAFE SML CP ETF
464288273
231978
3663
SH
SOLE
0
0
3663
ISHARES TR
NATIONAL MUN ETF
464288414
3943814
36653
SH
SOLE
0
0
36653
ISHARES TR
ASIA 50 ETF
464288430
3630762
59805
SH
SOLE
0
0
59805
ISHARES TR
INTL SEL DIV ETF
464288448
274741
9798
SH
SOLE
0
0
9798
ISHARES TR
IBOXX HI YD ETF
464288513
315117
4054
SH
SOLE
0
0
4054
ISHARES TR
MSCI KLD400 SOC
464288570
313721
3112
SH
SOLE
0
0
3112
ISHARES TR
MBS ETF
464288588
5485127
59350
SH
SOLE
0
0
59350
ISHARES TR
ISHS 5-10YR INVT
464288638
396546
7685
SH
SOLE
0
0
7685
ISHARES TR
SHORT TREAS BD
464288679
2092854
18933
SH
SOLE
0
0
18933
ISHARES TR
PFD AND INCM SEC
464288687
975086
30254
SH
SOLE
0
0
30254
ISHARES TR
EAFE VALUE ETF
464288877
424483
7803
SH
SOLE
0
0
7803
ISHARES TR
EAFE GRWTH ETF
464288885
508530
4900
SH
SOLE
0
0
4900
ISHARES TR
RUS TOP 200 ETF
464289446
399284
3141
SH
SOLE
0
0
3141
ISHARES TR
CORE HIGH DV ETF
46429B663
425411
3860
SH
SOLE
0
0
3860
ISHARES TR
MSCI USA QLT FCT
46432F339
103382147
629036
SH
SOLE
0
0
629036
ISHARES TR
CORE MSCI EAFE
46432F842
1820442
24528
SH
SOLE
0
0
24528
ISHARES TR
CORE 1 5 YR USD
46432F859
2117532
44636
SH
SOLE
0
0
44636
ISHARES INC
CORE MSCI EMKT
46434G103
468352
9077
SH
SOLE
0
0
9077
ISHARES INC
MSCI EMRG CHN
46434G764
18880765
327962
SH
SOLE
0
0
327962
ISHARES TR
US SML CAP EQT
46434V290
16739541
263283
SH
SOLE
0
0
263283
ISHARES TR
CORE TOTAL USD
46434V613
24897544
546119
SH
SOLE
0
0
546119
ISHARES TR
BROAD USD HIGH
46435U853
360987
9866
SH
SOLE
0
0
9866
JPMORGAN CHASE & CO
COM
46625H100
31708597
158306
SH
SOLE
0
0
158306
J P MORGAN EXCHANGE TRADED F
BETABULDRS JAPAN
46641Q217
2360619
40318
SH
SOLE
0
0
40318
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
46641Q670
2062829
44224
SH
SOLE
0
0
44224
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
281267
5575
SH
SOLE
0
0
5575
J P MORGAN EXCHANGE TRADED F
SUSTAINABLE MUNI
46654Q815
1514249
30051
SH
SOLE
0
0
30051
JACOBS SOLUTIONS INC
COM
46982L108
1322539
8603
SH
SOLE
0
0
8603
JOHNSON & JOHNSON
COM
478160104
7417726
46891
SH
SOLE
0
0
46891
KENVUE INC
COM
49177J102
239709
11170
SH
SOLE
0
0
11170
KIMCO RLTY CORP
COM
49446R109
1573310
80230
SH
SOLE
0
0
80230
KINDER MORGAN INC DEL
COM
49456B101
5879008
320557
SH
SOLE
0
0
320557
KNIGHT-SWIFT TRANSN HLDGS IN
CL A
499049104
286929
5215
SH
SOLE
0
0
5215
LKQ CORP
COM
501889208
309722
5799
SH
SOLE
0
0
5799
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
1427636
6535
SH
SOLE
0
0
6535
LAMAR ADVERTISING CO NEW
CL A
512816109
1862471
15597
SH
SOLE
0
0
15597
ELI LILLY & CO
COM
532457108
15918900
20462
SH
SOLE
0
0
20462
LOCKHEED MARTIN CORP
COM
539830109
4997200
10986
SH
SOLE
0
0
10986
LOEWS CORP
COM
540424108
822828
10510
SH
SOLE
0
0
10510
LOWES COS INC
COM
548661107
336244
1320
SH
SOLE
0
0
1320
M & T BK CORP
COM
55261F104
1812746
12464
SH
SOLE
0
0
12464
MSCI INC
COM
55354G100
1755329
3132
SH
SOLE
0
0
3132
MYR GROUP INC DEL
COM
55405W104
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