Chief Compliance Officer & Operations Manager

0001725547-22-000081.txt : 20220506 0001725547-22-000081.hdr.sgml : 20220506 20220505164339 ACCESSION NUMBER: 0001725547-22-000081 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220505 DATE AS OF CHANGE: 20220505 EFFECTIVENESS DATE: 20220505 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GYL FINANCIAL SYNERGIES, LLC CENTRAL INDEX KEY: 0001767715 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: 22897170 BUSINESS ADDRESS: STREET 1: 65 MEMORIAL RD, STE 530 CITY: WEST HARTFORD STATE: CT ZIP: 06107 BUSINESS PHONE: 860-206-7400 MAIL ADDRESS: STREET 1: 65 MEMORIAL RD, STE 530 CITY: WEST HARTFORD STATE: CT ZIP: 06107 13F-HR 1 primary_doc.xml 13F-HR LIVE false false 0001767715 XXXXXXXX 03-31-2022 03-31-2022 false GYL Financial Synergies, LLC

65 Memorial Rd, Ste 530 West Hartford CT 06107

13F HOLDINGS REPORT 028-19333 N Jean Paul Atallah Chief Compliance Officer & Operations Manager 860-523-3018 /s/ Jean Paul Atallah West Hartford CT 05-05-2022 0 203 417647 false INFORMATION TABLE 2 Form13fInfoTable.xml AES CORP COM 00130H105 326 12689 SH SOLE 0 0 12689 AT&T INC COM 00206R102 355 15010 SH SOLE 0 0 15010 ABBOTT LABS COM 002824100 612 5174 SH SOLE 0 0 5173 ABBVIE INC COM 00287Y109 1742 10749 SH SOLE 0 0 10748 ADOBE SYSTEMS INCORPORATED COM 00724F101 782 1716 SH SOLE 0 0 1716 ALLSTATE CORP COM 020002101 590 4260 SH SOLE 0 0 4260 ALLY FINL INC COM 02005N100 474 10894 SH SOLE 0 0 10894 ALPHABET INC CAP STK CL C 02079K107 2137 765 SH SOLE 0 0 765 ALPHABET INC CAP STK CL A 02079K305 1719 618 SH SOLE 0 0 618 ALTRIA GROUP INC COM 02209S103 262 5021 SH SOLE 0 0 5020 AMAZON COM INC COM 023135106 3127 959 SH SOLE 0 0 959 AMERICAN EXPRESS CO COM 025816109 879 4702 SH SOLE 0 0 4702 AMERICAN TOWER CORP NEW COM 03027X100 710 2828 SH SOLE 0 0 2827 AMGEN INC COM 031162100 474 1961 SH SOLE 0 0 1961 ANNALY CAPITAL MANAGEMENT IN COM 035710409 135 19187 SH SOLE 0 0 19186 APOLLO GLOBAL MGMT INC COM 03769M106 507 8176 SH SOLE 0 0 8175 APPLE INC COM 037833100 20596 117955 SH SOLE 0 0 117954 AUTONATION INC COM 05329W102 399 4009 SH SOLE 0 0 4008 AUTOZONE INC COM 053332102 374 183 SH SOLE 0 0 183 BGC PARTNERS INC CL A 05541T101 114 25932 SH SOLE 0 0 25932 BK OF AMERICA CORP COM 060505104 603 14623 SH SOLE 0 0 14622 BANK NEW YORK MELLON CORP COM 064058100 506 10204 SH SOLE 0 0 10203 BECTON DICKINSON & CO COM 075887109 240 904 SH SOLE 0 0 904 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4093 11599 SH SOLE 0 0 11598 BLACKROCK INC COM 09247X101 330 432 SH SOLE 0 0 432 BLACKSTONE INC COM 09260D107 873 6879 SH SOLE 0 0 6878 BOEING CO COM 097023105 424 2213 SH SOLE 0 0 2213 BRISTOL-MYERS SQUIBB CO COM 110122108 420 5745 SH SOLE 0 0 5744 BROADCOM INC COM 11135F101 264 419 SH SOLE 0 0 419 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 412 7291 SH SOLE 0 0 7291 CIGNA CORP NEW COM 125523100 692 2887 SH SOLE 0 0 2886 CSX CORP COM 126408103 313 8370 SH SOLE 0 0 8370 CVS HEALTH CORP COM 126650100 318 3139 SH SOLE 0 0 3139 CAPITAL ONE FINL CORP COM 14040H105 269 2050 SH SOLE 0 0 2050 CARNIVAL CORP COMMON STOCK 143658300 302 14936 SH SOLE 0 0 14936 CARRIER GLOBAL CORPORATION COM 14448C104 639 13940 SH SOLE 0 0 13939 CATERPILLAR INC COM 149123101 376 1689 SH SOLE 0 0 1689 CHEGG INC COM 163092109 266 7333 SH SOLE 0 0 7333 CHEVRON CORP NEW COM 166764100 1002 6153 SH SOLE 0 0 6152 CISCO SYS INC COM 17275R102 417 7470 SH SOLE 0 0 7469 CITIGROUP INC COM NEW 172967424 607 11369 SH SOLE 0 0 11368 COCA COLA CO COM 191216100 1322 21315 SH SOLE 0 0 21315 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 1113 57124 SH SOLE 0 0 57124 COMCAST CORP NEW CL A 20030N101 578 12350 SH SOLE 0 0 12349 CONAGRA BRANDS INC COM 205887102 400 11914 SH SOLE 0 0 11913 CONOCOPHILLIPS COM 20825C104 1028 10277 SH SOLE 0 0 10276 CORNING INC COM 219350105 226 6120 SH SOLE 0 0 6119 COSTCO WHSL CORP NEW COM 22160K105 738 1282 SH SOLE 0 0 1281 COSTAR GROUP INC COM 22160N109 418 6272 SH SOLE 0 0 6272 DANAHER CORPORATION COM 235851102 544 1854 SH SOLE 0 0 1854 DEERE & CO COM 244199105 377 907 SH SOLE 0 0 907 DIGITAL WORLD ACQUISITION CO CLASS A COM 25400Q105 323 5000 SH SOLE 0 0 5000 DISNEY WALT CO COM 254687106 673 4910 SH SOLE 0 0 4909 ELECTRONIC ARTS INC COM 285512109 726 5741 SH SOLE 0 0 5741 ENTERPRISE PRODS PARTNERS L COM 293792107 351 13582 SH SOLE 0 0 13581 EXXON MOBIL CORP COM 30231G102 1462 17707 SH SOLE 0 0 17707 META PLATFORMS INC CL A 30303M102 1570 7059 SH SOLE 0 0 7059 FACTSET RESH SYS INC COM 303075105 613 1411 SH SOLE 0 0 1411 FEDEX CORP COM 31428X106 655 2832 SH SOLE 0 0 2832 FOCUS FINL PARTNERS INC COM CL A 34417P100 503 11000 SH SOLE 0 0 11000 GENERAL DYNAMICS CORP COM 369550108 312 1295 SH SOLE 0 0 1295 GENERAL ELECTRIC CO COM NEW 369604301 229 2500 SH SOLE 0 0 2500 GILEAD SCIENCES INC COM 375558103 526 8853 SH SOLE 0 0 8853 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 274 6297 SH SOLE 0 0 6297 GOLDMAN SACHS GROUP INC COM 38141G104 456 1380 SH SOLE 0 0 1380 HOME DEPOT INC COM 437076102 2207 7374 SH SOLE 0 0 7374 HONEYWELL INTL INC COM 438516106 378 1940 SH SOLE 0 0 1940 HORMEL FOODS CORP COM 440452100 412 7991 SH SOLE 0 0 7990 HUNTSMAN CORP COM 447011107 330 8798 SH SOLE 0 0 8797 ILLUMINA INC COM 452327109 253 723 SH SOLE 0 0 723 INGREDION INC COM 457187102 222 2552 SH SOLE 0 0 2552 INTEL CORP COM 458140100 1131 22829 SH SOLE 0 0 22829 INTERNATIONAL BUSINESS MACHS COM 459200101 580 4463 SH SOLE 0 0 4462 INVESCO QQQ TR UNIT SER 1 46090E103 2627 7247 SH SOLE 0 0 7246 INTUITIVE SURGICAL INC COM NEW 46120E602 617 2044 SH SOLE 0 0 2044 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1144 7251 SH SOLE 0 0 7250 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 839 12502 SH SOLE 0 0 12502 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 221 16262 SH SOLE 0 0 16262 ISHARES TR CORE S&P TTL STK 464287150 448 4434 SH SOLE 0 0 4434 ISHARES TR SELECT DIVID ETF 464287168 551 4299 SH SOLE 0 0 4298 ISHARES TR CORE S&P500 ETF 464287200 8766 19321 SH SOLE 0 0 19320 ISHARES TR CORE US AGGBD ET 464287226 252 2356 SH SOLE 0 0 2356 ISHARES TR MSCI EMG MKT ETF 464287234 365 8084 SH SOLE 0 0 8083 ISHARES TR MSCI EAFE ETF 464287465 889 12074 SH SOLE 0 0 12073 ISHARES TR RUS MD CP GR ETF 464287481 451 4489 SH SOLE 0 0 4489 ISHARES TR RUS MID CAP ETF 464287499 391 5008 SH SOLE 0 0 5008 ISHARES TR CORE S&P MCP ETF 464287507 5133 19128 SH SOLE 0 0 19127 ISHARES TR COHEN STEER REIT 464287564 720 10133 SH SOLE 0 0 10133 ISHARES TR RUS 1000 VAL ETF 464287598 515 3105 SH SOLE 0 0 3104 ISHARES TR RUS 1000 GRW ETF 464287614 768 2768 SH SOLE 0 0 2767 ISHARES TR RUSSELL 2000 ETF 464287655 851 4145 SH SOLE 0 0 4145 ISHARES TR U.S. REAL ES ETF 464287739 469 4337 SH SOLE 0 0 4337 ISHARES TR CORE S&P SCP ETF 464287804 1085 10058 SH SOLE 0 0 10057 ISHARES TR EUROPE ETF 464287861 308 6122 SH SOLE 0 0 6122 ISHARES TR EAFE SML CP ETF 464288273 441 6645 SH SOLE 0 0 6645 ISHARES TR NATIONAL MUN ETF 464288414 2033 18546 SH SOLE 0 0 18546 ISHARES TR INTL SEL DIV ETF 464288448 241 7596 SH SOLE 0 0 7595 ISHARES TR PFD AND INCM SEC 464288687 542 14878 SH SOLE 0 0 14878 ISHARES TR EAFE VALUE ETF 464288877 214 4253 SH SOLE 0 0 4253 ISHARES TR EAFE GRWTH ETF 464288885 259 2687 SH SOLE 0 0 2686 ISHARES TR 0-5 YR TIPS ETF 46429B747 11868 113097 SH SOLE 0 0 113097 ISHARES TR MSCI USA QLT FCT 46432F339 83726 621899 SH SOLE 0 0 621898 ISHARES TR CORE MSCI EAFE 46432F842 3431 49362 SH SOLE 0 0 49361 ISHARES INC CORE MSCI EMKT 46434G103 605 10886 SH SOLE 0 0 10885 ISHARES TR MSCI USA SML CP 46434V290 10649 195151 SH SOLE 0 0 195151 ISHARES TR CORE TOTAL USD 46434V613 1350 27203 SH SOLE 0 0 27203 JPMORGAN CHASE & CO COM 46625H100 2637 19341 SH SOLE 0 0 19341 JOHNSON & JOHNSON COM 478160104 1580 8913 SH SOLE 0 0 8912 LKQ CORP COM 501889208 373 8221 SH SOLE 0 0 8221 LILLY ELI & CO COM 532457108 4249 14838 SH SOLE 0 0 14838 LOWES COS INC COM 548661107 247 1224 SH SOLE 0 0 1224 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 222 4534 SH SOLE 0 0 4534 MARRIOTT INTL INC NEW CL A 571903202 387 2202 SH SOLE 0 0 2202 MASTERCARD INCORPORATED CL A 57636Q104 332 929 SH SOLE 0 0 929 MCDONALDS CORP COM 580135101 656 2653 SH SOLE 0 0 2653 MERCK & CO INC COM 58933Y105 1678 20452 SH SOLE 0 0 20451 MICROSOFT CORP COM 594918104 6389 20721 SH SOLE 0 0 20721 MICRON TECHNOLOGY INC COM 595112103 238 3061 SH SOLE 0 0 3061 MONROE CAP CORP COM 610335101 168 15550 SH SOLE 0 0 15549 MONSTER BEVERAGE CORP NEW COM 61174X109 352 4405 SH SOLE 0 0 4405 MOODYS CORP COM 615369105 282 837 SH SOLE 0 0 836 NRG ENERGY INC COM NEW 629377508 278 7242 SH SOLE 0 0 7242 NETFLIX INC COM 64110L106 286 764 SH SOLE 0 0 764 NEW MTN FIN CORP COM 647551100 153 11025 SH SOLE 0 0 11025 NEXTERA ENERGY INC COM 65339F101 1591 18784 SH SOLE 0 0 18783 NIKE INC CL B 654106103 205 1521 SH SOLE 0 0 1521 NVIDIA CORPORATION COM 67066G104 1093 4006 SH SOLE 0 0 4006 ORACLE CORP COM 68389X105 688 8314 SH SOLE 0 0 8314 OTIS WORLDWIDE CORP COM 68902V107 430 5587 SH SOLE 0 0 5586 PVH CORPORATION COM 693656100 380 4963 SH SOLE 0 0 4963 PALO ALTO NETWORKS INC COM 697435105 267 429 SH SOLE 0 0 429 PAYCHEX INC COM 704326107 224 1643 SH SOLE 0 0 1643 PEPSICO INC COM 713448108 831 4963 SH SOLE 0 0 4962 PFIZER INC COM 717081103 932 18001 SH SOLE 0 0 18001 PROCTER AND GAMBLE CO COM 742718109 2081 13617 SH SOLE 0 0 13617 QUALCOMM INC COM 747525103 1004 6572 SH SOLE 0 0 6572 QUEST DIAGNOSTICS INC COM 74834L100 2278 16642 SH SOLE 0 0 16642 RBB FD INC MOTLEY FOOL GBL 74933W635 217 7432 SH SOLE 0 0 7432 RAYTHEON TECHNOLOGIES CORP COM 75513E101 848 8559 SH SOLE 0 0 8559 REALTY INCOME CORP COM 756109104 318 4585 SH SOLE 0 0 4584 REGULUS THERAPEUTICS INC COM NEW 75915K200 10 34000 SH SOLE 0 0 34000 RELX PLC SPONSORED ADR 759530108 236 7589 SH SOLE 0 0 7589 REPUBLIC SVCS INC COM 760759100 719 5428 SH SOLE 0 0 5428 RESTAURANT BRANDS INTL INC COM 76131D103 507 8678 SH SOLE 0 0 8678 RIO TINTO PLC SPONSORED ADR 767204100 274 3410 SH SOLE 0 0 3410 S&P GLOBAL INC COM 78409V104 521 1269 SH SOLE 0 0 1269 SPDR S&P 500 ETF TR TR UNIT 78462F103 34613 76638 SH SOLE 0 0 76638 SPDR GOLD TR GOLD SHS 78463V107 441 2441 SH SOLE 0 0 2440 SPDR SER TR PORTFOLIO INTRMD 78464A375 927 27149 SH SOLE 0 0 27148 SPDR SER TR DJ REIT ETF 78464A607 249 2123 SH SOLE 0 0 2123 SPDR SER TR PORTFOLIO AGRGTE 78464A649 7526 270804 SH SOLE 0 0 270804 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 785 2262 SH SOLE 0 0 2262 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 459 937 SH SOLE 0 0 936 SPDR SER TR SPDR S&P 500 ETF 78468R796 433 3903 SH SOLE 0 0 3903 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 8335 156114 SH SOLE 0 0 156114 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1464 52714 SH SOLE 0 0 52714 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 366 2669 SH SOLE 0 0 2669 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1088 5882 SH SOLE 0 0 5882 SELECT SECTOR SPDR TR ENERGY 81369Y506 1264 16537 SH SOLE 0 0 16537 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 633 16507 SH SOLE 0 0 16507 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 255 2481 SH SOLE 0 0 2481 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 5466 34392 SH SOLE 0 0 34392 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 926 13459 SH SOLE 0 0 13458 SEMPRA COM 816851109 341 2028 SH SOLE 0 0 2028 STARBUCKS CORP COM 855244109 720 7919 SH SOLE 0 0 7918 TJX COS INC NEW COM 872540109 455 7513 SH SOLE 0 0 7513 TESLA INC COM 88160R101 517 480 SH SOLE 0 0 480 THERMO FISHER SCIENTIFIC INC COM 883556102 297 502 SH SOLE 0 0 502 US BANCORP DEL COM NEW 902973304 295 5559 SH SOLE 0 0 5559 UNION PAC CORP COM 907818108 850 3111 SH SOLE 0 0 3111 UNITED PARCEL SERVICE INC CL B 911312106 1188 5541 SH SOLE 0 0 5540 UNITEDHEALTH GROUP INC COM 91324P102 1275 2500 SH SOLE 0 0 2499 VANECK ETF TRUST GOLD MINERS ETF 92189F106 204 5315 SH SOLE 0 0 5315 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 21182 130626 SH SOLE 0 0 130625 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 1254 4550 SH SOLE 0 0 4550 VANGUARD WELLINGTON FD US QUALITY 921935706 5905 50808 SH SOLE 0 0 50808 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 16446 211116 SH SOLE 0 0 211116 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 363 4564 SH SOLE 0 0 4564 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 236 4907 SH SOLE 0 0 4907 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 872 18913 SH SOLE 0 0 18913 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 24615 96765 SH SOLE 0 0 96765 VANGUARD WORLD FDS INF TECH ETF 92204A702 285 684 SH SOLE 0 0 684 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1087 2618 SH SOLE 0 0 2617 VANGUARD INDEX FDS SM CP VAL ETF 922908611 234 1331 SH SOLE 0 0 1331 VANGUARD INDEX FDS MID CAP ETF 922908629 2650 11141 SH SOLE 0 0 11141 VANGUARD INDEX FDS VALUE ETF 922908744 1610 10895 SH SOLE 0 0 10895 VANGUARD INDEX FDS TOTAL STK MKT 922908769 10162 44634 SH SOLE 0 0 44634 VERIZON COMMUNICATIONS INC COM 92343V104 1504 29523 SH SOLE 0 0 29522 VISA INC COM CL A 92826C839 1407 6346 SH SOLE 0 0 6345 WALMART INC COM 931142103 721 4844 SH SOLE 0 0 4843 WEBSTER FINL CORP COM 947890109 219 3894 SH SOLE 0 0 3894 WISDOMTREE TR EMG MKTS SMCAP 97717W281 268 5021 SH SOLE 0 0 5021 WISDOMTREE TR US LARGECAP DIVD 97717W307 564 8588 SH SOLE 0 0 8588 WISDOMTREE TR EMER MKT HIGH FD 97717W315 540 12351 SH SOLE 0 0 12350 WISDOMTREE TR US AI ENHANCED 97717W406 202 2042 SH SOLE 0 0 2042 WISDOMTREE TR US MIDCAP DIVID 97717W505 1156 26026 SH SOLE 0 0 26025 WISDOMTREE TR US SMALLCAP DIVD 97717W604 638 20030 SH SOLE 0 0 20029 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 339 4600 SH SOLE 0 0 4600 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 237 703 SH SOLE 0 0 703 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 269 4068 SH SOLE 0 0 4068 LINDE PLC SHS G5494J103 393 1229 SH SOLE 0 0 1229 MEDTRONIC PLC SHS G5960L103 1136 10242 SH SOLE 0 0 10242 WEJO GROUP LIMITED COMMON SHARES G9525W109 241 59538 SH SOLE 0 0 59538