Equal-WT
WhaleScore 2.0
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GYL Financial Synergies is based out of West Hartford. GYL Financial Synergies is a large advisory firm with 2014 clients and discretionary assets under management (AUM) of $4,040,785,921 (Form ADV from 2023-12-21). Their last reported 13F filing for Q4 2023 included $1,208,656,397 in managed 13F securities
and a top 10 holdings concentration of 31.22%. GYL Financial Synergies's largest holding is iShares MSCI USA Quality Factor ETF with shares held of 625,806. Whalewisdom has at least 22 13F filings
2023-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| IUSB iShares Core Total U | 2.64% |
| ICF iShares Cohen & Stee | 1.26% |
| IJR iShares Core S&P Sma | 0.86% |
| VCLT VANGUARD LONG-TERM C | 0.5% |
| MBB iShares MBS ETF | 0.46% |
2023-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| QUAL iShares MSCI USA Qua | 0.5% |
| CVX Chevron Corp. (Stand | 0.33% |
| PWR Quanta Services, Inc | 0.26% |
| PG Procter & Gamble Co. | 0.26% |
| XLE The Energy Select Se | 0.24% |
2023-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| QUAL iShares MSCI USA Qua | 7.62% |
| MSFT Microsoft Corp. | 4.33% |
| RSP Invesco S&P 500 Equa | 4.13% |
| AAPL Apple Inc | 3.35% |
| IUSB iShares Core Total U | 2.83% |
2023-12-31
13F Activity
| Market Value | $1.21b, Prior: $1.03b |
| New Purchases | 44 stocks |
| Added To | 149 stocks |
| Sold out of | 6 stocks |
| Reduced holdings in | 152 stocks |
| Top 10 Holdings % | 31.22% |
| Turnover %[1] | 13.7% |
| Turnover Alt %[2] | 2.75% |
| Time Held Top 20 | 4.35 quarters |
| Time Held Top 10 | 6.1 quarters |
| Time Held All | 8.72 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31