Chief Compliance Officer

0001725547-22-000170.txt : 20221101 0001725547-22-000170.hdr.sgml : 20221101 20221101095839 ACCESSION NUMBER: 0001725547-22-000170 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221101 DATE AS OF CHANGE: 20221101 EFFECTIVENESS DATE: 20221101 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: 221348836 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 1 primary_doc.xml 13F-HR LIVE false false 0001767715 XXXXXXXX 09-30-2022 09-30-2022 false GYL Financial Synergies, LLC

75 ISHAM ROAD SUITE 310 West Hartford CT 06107

13F HOLDINGS REPORT 028-19333 N Michael Lepore Chief Compliance Officer 860-206-7400 /s/ Michael Lepore West Hartford CT 11-01-2022 0 190 366709 false INFORMATION TABLE 2 Form13fInfoTable.xml AES CORP COM 00130H105 259 11452 SH SOLE 0 0 11451 AT&T INC COM 00206R102 223 14509 SH SOLE 0 0 14508 ABBOTT LABS COM 002824100 329 3400 SH SOLE 0 0 3400 ABBVIE INC COM 00287Y109 1349 10051 SH SOLE 0 0 10051 ADOBE SYSTEMS INCORPORATED COM 00724F101 457 1661 SH SOLE 0 0 1661 ALLSTATE CORP COM 020002101 520 4172 SH SOLE 0 0 4172 ALLY FINL INC COM 02005N100 307 11028 SH SOLE 0 0 11028 ALPHABET INC CAP STK CL C 02079K107 1400 14557 SH SOLE 0 0 14557 ALPHABET INC CAP STK CL A 02079K305 1211 12663 SH SOLE 0 0 12663 ALTRIA GROUP INC COM 02209S103 217 5386 SH SOLE 0 0 5385 AMAZON COM INC COM 023135106 2245 19869 SH SOLE 0 0 19869 AMERICAN EXPRESS CO COM 025816109 595 4412 SH SOLE 0 0 4412 AMERICAN TOWER CORP NEW COM 03027X100 635 2956 SH SOLE 0 0 2955 AMGEN INC COM 031162100 380 1686 SH SOLE 0 0 1686 APOLLO GLOBAL MGMT INC COM 03769M106 358 7696 SH SOLE 0 0 7696 APPLE INC COM 037833100 15428 111638 SH SOLE 0 0 111637 AUTOMATIC DATA PROCESSING IN COM 053015103 497 2198 SH SOLE 0 0 2198 AUTONATION INC COM 05329W102 402 3945 SH SOLE 0 0 3944 AUTOZONE INC COM 053332102 388 181 SH SOLE 0 0 181 BGC PARTNERS INC CL A 05541T101 71 22532 SH SOLE 0 0 22532 BK OF AMERICA CORP COM 060505104 483 15987 SH SOLE 0 0 15986 BANK NEW YORK MELLON CORP COM 064058100 402 10434 SH SOLE 0 0 10434 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3164 11850 SH SOLE 0 0 11849 BLACKROCK INC COM 09247X101 220 401 SH SOLE 0 0 400 BLACKSTONE INC COM 09260D107 583 6967 SH SOLE 0 0 6967 BOEING CO COM 097023105 274 2264 SH SOLE 0 0 2264 BRISTOL-MYERS SQUIBB CO COM 110122108 538 7568 SH SOLE 0 0 7567 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 298 7291 SH SOLE 0 0 7291 CIGNA CORP NEW COM 125523100 787 2838 SH SOLE 0 0 2838 CSX CORP COM 126408103 210 7875 SH SOLE 0 0 7875 CVS HEALTH CORP COM 126650100 368 3856 SH SOLE 0 0 3855 CARNIVAL CORP COMMON STOCK 143658300 106 15036 SH SOLE 0 0 15036 CARRIER GLOBAL CORPORATION COM 14448C104 426 11990 SH SOLE 0 0 11990 CATERPILLAR INC COM 149123101 340 2070 SH SOLE 0 0 2070 CHEVRON CORP NEW COM 166764100 848 5901 SH SOLE 0 0 5901 CISCO SYS INC COM 17275R102 326 8149 SH SOLE 0 0 8149 CITIGROUP INC COM NEW 172967424 473 11354 SH SOLE 0 0 11353 COCA COLA CO COM 191216100 1286 22947 SH SOLE 0 0 22947 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 6068 362732 SH SOLE 0 0 362731 COMCAST CORP NEW CL A 20030N101 280 9554 SH SOLE 0 0 9553 CONAGRA BRANDS INC COM 205887102 394 12068 SH SOLE 0 0 12067 CONOCOPHILLIPS COM 20825C104 1159 11320 SH SOLE 0 0 11320 COSTCO WHSL CORP NEW COM 22160K105 794 1680 SH SOLE 0 0 1680 COSTAR GROUP INC COM 22160N109 434 6229 SH SOLE 0 0 6229 DANAHER CORPORATION COM 235851102 498 1929 SH SOLE 0 0 1929 DEERE & CO COM 244199105 365 1092 SH SOLE 0 0 1092 DISNEY WALT CO COM 254687106 537 5698 SH SOLE 0 0 5697 ELECTRONIC ARTS INC COM 285512109 549 4744 SH SOLE 0 0 4743 ENTERPRISE PRODS PARTNERS L COM 293792107 311 13071 SH SOLE 0 0 13070 EXXON MOBIL CORP COM 30231G102 1726 19772 SH SOLE 0 0 19771 META PLATFORMS INC CL A 30303M102 1022 7534 SH SOLE 0 0 7534 FACTSET RESH SYS INC COM 303075105 541 1351 SH SOLE 0 0 1351 FEDEX CORP COM 31428X106 465 3132 SH SOLE 0 0 3132 FOCUS FINL PARTNERS INC COM CL A 34417P100 347 11000 SH SOLE 0 0 11000 GENERAL DYNAMICS CORP COM 369550108 317 1495 SH SOLE 0 0 1495 GENERAL ELECTRIC CO COM NEW 369604301 211 3401 SH SOLE 0 0 3400 GILEAD SCIENCES INC COM 375558103 655 10611 SH SOLE 0 0 10611 GSK PLC SPONSORED ADR 37733W204 265 8993 SH SOLE 0 0 8993 GOLDMAN SACHS GROUP INC COM 38141G104 449 1532 SH SOLE 0 0 1532 HALEON PLC SPON ADS 405552100 72 11782 SH SOLE 0 0 11782 HOME DEPOT INC COM 437076102 882 3197 SH SOLE 0 0 3196 HONEYWELL INTL INC COM 438516106 341 2045 SH SOLE 0 0 2044 HORMEL FOODS CORP COM 440452100 360 7929 SH SOLE 0 0 7928 INGREDION INC COM 457187102 205 2552 SH SOLE 0 0 2552 INTEL CORP COM 458140100 555 21543 SH SOLE 0 0 21543 INTERNATIONAL BUSINESS MACHS COM 459200101 548 4610 SH SOLE 0 0 4610 INVESCO QQQ TR UNIT SER 1 46090E103 2490 9317 SH SOLE 0 0 9316 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 309 2555 SH SOLE 0 0 2555 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 818 5745 SH SOLE 0 0 5745 SELECT SECTOR SPDR TR ENERGY 81369Y506 1344 18663 SH SOLE 0 0 18663 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 509 16769 SH SOLE 0 0 16769 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 206 2481 SH SOLE 0 0 2481 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 4069 34260 SH SOLE 0 0 34259 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 427 8920 SH SOLE 0 0 8920 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 254 3877 SH SOLE 0 0 3876 SEMPRA COM 816851109 223 1485 SH SOLE 0 0 1485 STARBUCKS CORP COM 855244109 642 7616 SH SOLE 0 0 7615 TESLA INC COM 88160R101 427 1611 SH SOLE 0 0 1611 THERMO FISHER SCIENTIFIC INC COM 883556102 255 502 SH SOLE 0 0 502 3M CO COM 88579Y101 253 2292 SH SOLE 0 0 2292 US BANCORP DEL COM NEW 902973304 244 6052 SH SOLE 0 0 6052 UNION PAC CORP COM 907818108 598 3070 SH SOLE 0 0 3070 UNITED PARCEL SERVICE INC CL B 911312106 926 5733 SH SOLE 0 0 5733 UNITEDHEALTH GROUP INC COM 91324P102 1239 2453 SH SOLE 0 0 2452 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 16638 123097 SH SOLE 0 0 123097 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 2033 9748 SH SOLE 0 0 9748 VANGUARD WELLINGTON FD US QUALITY 921935706 9250 97117 SH SOLE 0 0 97116 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 14493 193703 SH SOLE 0 0 193703 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 336 4716 SH SOLE 0 0 4716 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1181 32359 SH SOLE 0 0 32359 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 8004 35778 SH SOLE 0 0 35777 VANGUARD WORLD FDS INF TECH ETF 92204A702 211 686 SH SOLE 0 0 686 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2066 6293 SH SOLE 0 0 6293 VANGUARD INDEX FDS MID CAP ETF 922908629 2012 10704 SH SOLE 0 0 10703 VANGUARD INDEX FDS VALUE ETF 922908744 1235 9998 SH SOLE 0 0 9998 VANGUARD INDEX FDS TOTAL STK MKT 922908769 7942 44252 SH SOLE 0 0 44252 VERIZON COMMUNICATIONS INC COM 92343V104 1021 26890 SH SOLE 0 0 26889 VISA INC COM CL A 92826C839 1070 6024 SH SOLE 0 0 6024 WALMART INC COM 931142103 625 4821 SH SOLE 0 0 4821 WISDOMTREE TR US LARGECAP DIVD 97717W307 659 11923 SH SOLE 0 0 11922 WISDOMTREE TR EMER MKT HIGH FD 97717W315 579 17791 SH SOLE 0 0 17790 WISDOMTREE TR US MIDCAP DIVID 97717W505 1002 26602 SH SOLE 0 0 26601 WISDOMTREE TR US SMALLCAP DIVD 97717W604 778 30237 SH SOLE 0 0 30237 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 286 4600 SH SOLE 0 0 4600 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 219 6102 SH SOLE 0 0 6102 LINDE PLC SHS G5494J103 767 2846 SH SOLE 0 0 2846 MEDTRONIC PLC SHS G5960L103 724 8964 SH SOLE 0 0 8963 WEJO GROUP LIMITED COMMON SHARES G9525W109 65 59538 SH SOLE 0 0 59538 EXPRO GROUP HOLDINGS NV COM N3144W105 498 39052 SH SOLE 0 0 39052 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1496 11753 SH SOLE 0 0 11753 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 768 13276 SH SOLE 0 0 13275 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 2311 194550 SH SOLE 0 0 194549 ISHARES TR CORE S&P TTL STK 464287150 301 3780 SH SOLE 0 0 3780 ISHARES TR SELECT DIVID ETF 464287168 489 4562 SH SOLE 0 0 4562 ISHARES TR CORE S&P500 ETF 464287200 7531 20997 SH SOLE 0 0 20996 ISHARES TR MSCI EMG MKT ETF 464287234 455 13041 SH SOLE 0 0 13041 ISHARES TR MSCI EAFE ETF 464287465 1197 21362 SH SOLE 0 0 21362 ISHARES TR RUS MDCP VAL ETF 464287473 257 2678 SH SOLE 0 0 2678 ISHARES TR RUS MD CP GR ETF 464287481 352 4489 SH SOLE 0 0 4489 ISHARES TR RUS MID CAP ETF 464287499 328 5270 SH SOLE 0 0 5270 ISHARES TR CORE S&P MCP ETF 464287507 4807 21923 SH SOLE 0 0 21923 ISHARES TR COHEN STEER REIT 464287564 962 17933 SH SOLE 0 0 17933 ISHARES TR RUS 1000 VAL ETF 464287598 425 3127 SH SOLE 0 0 3126 ISHARES TR S&P MC 400GR ETF 464287606 260 4124 SH SOLE 0 0 4124 ISHARES TR RUS 1000 GRW ETF 464287614 599 2847 SH SOLE 0 0 2846 ISHARES TR RUSSELL 2000 ETF 464287655 743 4508 SH SOLE 0 0 4508 ISHARES TR U.S. REAL ES ETF 464287739 353 4337 SH SOLE 0 0 4337 ISHARES TR CORE S&P SCP ETF 464287804 1027 11784 SH SOLE 0 0 11784 ISHARES TR NATIONAL MUN ETF 464288414 10030 97773 SH SOLE 0 0 97773 ISHARES TR INTL SEL DIV ETF 464288448 283 12572 SH SOLE 0 0 12571 ISHARES TR SHORT TREAS BD 464288679 1631 14828 SH SOLE 0 0 14828 ISHARES TR PFD AND INCM SEC 464288687 463 14606 SH SOLE 0 0 14606 ISHARES TR EAFE VALUE ETF 464288877 295 7651 SH SOLE 0 0 7651 ISHARES TR EAFE GRWTH ETF 464288885 592 8155 SH SOLE 0 0 8155 ISHARES TR RUS TOP 200 ETF 464289446 335 3949 SH SOLE 0 0 3949 ISHARES TR GRWT ALLOCAT ETF 464289867 302 6754 SH SOLE 0 0 6754 ISHARES TR 0-5 YR TIPS ETF 46429B747 10710 111438 SH SOLE 0 0 111438 ISHARES TR MSCI USA QLT FCT 46432F339 65916 634172 SH SOLE 0 0 634172 ISHARES TR CORE MSCI EAFE 46432F842 4310 81827 SH SOLE 0 0 81826 ISHARES INC CORE MSCI EMKT 46434G103 2904 67567 SH SOLE 0 0 67567 ISHARES TR MSCI USA SML CP 46434V290 10007 223568 SH SOLE 0 0 223568 ISHARES TR CORE TOTAL USD 46434V613 6695 150461 SH SOLE 0 0 150460 ISHARES TR ESG AWR US AGRGT 46435U549 1212 26093 SH SOLE 0 0 26093 ISHARES TR BROAD USD HIGH 46435U853 1354 40288 SH SOLE 0 0 40288 JPMORGAN CHASE & CO COM 46625H100 2222 21263 SH SOLE 0 0 21263 JOHNSON & JOHNSON COM 478160104 1462 8951 SH SOLE 0 0 8950 LKQ CORP COM 501889208 381 8072 SH SOLE 0 0 8072 LILLY ELI & CO COM 532457108 4867 15053 SH SOLE 0 0 15053 LOWES COS INC COM 548661107 254 1350 SH SOLE 0 0 1350 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 217 4576 SH SOLE 0 0 4575 MARRIOTT INTL INC NEW CL A 571903202 262 1869 SH SOLE 0 0 1868 MASTERCARD INCORPORATED CL A 57636Q104 267 939 SH SOLE 0 0 939 MCDONALDS CORP COM 580135101 648 2809 SH SOLE 0 0 2809 MERCK & CO INC COM 58933Y105 1828 21223 SH SOLE 0 0 21223 MICROSOFT CORP COM 594918104 5411 23231 SH SOLE 0 0 23231 MONROE CAP CORP COM 610335101 113 15658 SH SOLE 0 0 15657 MONSTER BEVERAGE CORP NEW COM 61174X109 383 4405 SH SOLE 0 0 4405 NRG ENERGY INC COM NEW 629377508 276 7211 SH SOLE 0 0 7210 NETFLIX INC COM 64110L106 975 4140 SH SOLE 0 0 4140 NEW MTN FIN CORP COM 647551100 149 12885 SH SOLE 0 0 12885 NEXTERA ENERGY INC COM 65339F101 1102 14056 SH SOLE 0 0 14055 NVIDIA CORPORATION COM 67066G104 508 4181 SH SOLE 0 0 4181 ORACLE CORP COM 68389X105 612 10015 SH SOLE 0 0 10015 OTIS WORLDWIDE CORP COM 68902V107 248 3884 SH SOLE 0 0 3884 PVH CORPORATION COM 693656100 426 9507 SH SOLE 0 0 9507 PALO ALTO NETWORKS INC COM 697435105 216 1317 SH SOLE 0 0 1317 PEPSICO INC COM 713448108 783 4797 SH SOLE 0 0 4796 PFIZER INC COM 717081103 955 21827 SH SOLE 0 0 21827 PROCTER AND GAMBLE CO COM 742718109 2044 16187 SH SOLE 0 0 16186 QUALCOMM INC COM 747525103 696 6156 SH SOLE 0 0 6156 QUANTA SVCS INC COM 74762E102 637 5000 SH SOLE 0 0 5000 QUEST DIAGNOSTICS INC COM 74834L100 2042 16642 SH SOLE 0 0 16642 RAYTHEON TECHNOLOGIES CORP COM 75513E101 757 9248 SH SOLE 0 0 9247 REALTY INCOME CORP COM 756109104 440 7562 SH SOLE 0 0 7561 REPUBLIC SVCS INC COM 760759100 713 5244 SH SOLE 0 0 5244 RESTAURANT BRANDS INTL INC COM 76131D103 430 8091 SH SOLE 0 0 8090 S&P GLOBAL INC COM 78409V104 381 1247 SH SOLE 0 0 1247 SPDR S&P 500 ETF TR TR UNIT 78462F103 25913 72548 SH SOLE 0 0 72548 SPDR GOLD TR GOLD SHS 78463V107 406 2624 SH SOLE 0 0 2623 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 391 10102 SH SOLE 0 0 10102 SPDR SER TR NUVEEN BLOOMBERG 78464A284 542 11318 SH SOLE 0 0 11318 SPDR SER TR PORTFOLIO INTRMD 78464A375 814 25984 SH SOLE 0 0 25983 SPDR SER TR PORTFOLIO AGRGTE 78464A649 6082 243751 SH SOLE 0 0 243750 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 650 2262 SH SOLE 0 0 2262 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 301 750 SH SOLE 0 0 750 SPDR SER TR S&P KENSHO NEW 78468R648 339 8777 SH SOLE 0 0 8777 SPDR SER TR SPDR S&P 500 ETF 78468R796 340 3903 SH SOLE 0 0 3903 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 6957 165683 SH SOLE 0 0 165682 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1434 64000 SH SOLE 0 0 63999 SCHWAB STRATEGIC TR US REIT ETF 808524847 455 24370 SH SOLE 0 0 24370