Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
GYL FINANCIAL SYNERGIES LLC | 02-09-2024 | 12-31-2023 | 365 | 1,208,656,397 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | MSCI USA QLT FCT | 1 | $92,081,120 | 625,806 | 0.01 | 0.01 | -8,548 | -1.35 | 12-31-2023 |
MICROSOFT CORP | COM | 2 | $52,393,207 | 139,329 | 0.00 | 0.00 | -910 | -0.65 | 12-31-2023 |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 3 | $49,864,345 | 315,997 | 0.00 | 0.00 | 314 | 0.10 | 12-31-2023 |
APPLE INC | COM | 4 | $40,444,128 | 210,067 | 0.00 | 0.00 | -3,282 | -1.54 | 12-31-2023 |