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Home > Institutional Investor > Gyl Financial Synergies, Llc > Profile

Instuitional Investor - Gyl Financial Synergies, Llc

Fund Profile
Filing Period:
Fund Name: Gyl Financial Synergies, Llc
Portfolio Value $1,329,935,700
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - MSCI USA QLT FCT
 585,994 $105,068,703 7.9%
2.
Microsoft Corp
 MSFT 140,283 $60,363,711 4.54%
3.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 301,266 $53,974,787 4.06%
4.
Apple Inc.
 AAPL 216,537 $50,453,216 3.79%
5.
Amazon Com Inc
 AMZN 180,475 $33,627,944 2.53%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)