Principal

0001398344-24-008854.txt : 20240507 0001398344-24-008854.hdr.sgml : 20240507 20240506185442 ACCESSION NUMBER: 0001398344-24-008854 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240507 DATE AS OF CHANGE: 20240506 EFFECTIVENESS DATE: 20240507 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SYNTAX RESEARCH, INC. CENTRAL INDEX KEY: 0001999827 ORGANIZATION NAME: IRS NUMBER: 030407879 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23441 FILM NUMBER: 24919070 BUSINESS ADDRESS: STREET 1: 150 EAST PALMETTO PARK ROAD STREET 2: SUITE 800 CITY: BOCA RATON STATE: FL ZIP: 33432 BUSINESS PHONE: 5614004940 MAIL ADDRESS: STREET 1: 150 EAST PALMETTO PARK ROAD STREET 2: SUITE 800 CITY: BOCA RATON STATE: FL ZIP: 33432 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001999827 XXXXXXXX 03-31-2024 03-31-2024 false SYNTAX RESEARCH, INC.

150 EAST PALMETTO PARK ROAD SUITE 800 BOCA RATON FL 33432

13F HOLDINGS REPORT 028-23441 000151948 801-76880 N Sandeep Sharma Principal 561-400-4940 /s/ Sandeep Sharma Boca Raton FL 04-25-2024 0 182 130970013 INFORMATION TABLE 2 fp0088123-1_13fhr-table.xml ADOBE INC COM 00724F101 26240 52 SH SOLE 0 0 52 AFLAC INC COM 001055102 25758 300 SH SOLE 0 0 300 AIR PRODS & CHEMS INC COM 009158106 514695 2124 SH SOLE 0 0 2124 ALCON AG ORD SHS H01301128 20823 250 SH SOLE 0 0 250 ALIMERA SCIENCES INC COM NEW 016259202 312 80 SH SOLE 0 0 80 ALLSTATE CORP COM 020002101 4845 28 SH SOLE 0 0 28 ALPHABET INC CAP STK CL A 02079K305 335065 2220 SH SOLE 0 0 2220 ALPHABET INC CAP STK CL C 02079K107 1649987 10837 SH SOLE 0 0 10837 ALTRIA GROUP INC COM 02209S103 10905 250 SH SOLE 0 0 250 AMAZON COM INC COM 023135106 699875 3880 SH SOLE 0 0 3880 AMERICAN AIRLS GROUP INC COM 02376R102 3070 200 SH SOLE 0 0 200 AMERICAN TOWER CORP NEW COM 03027X100 490261 2481 SH SOLE 0 0 2481 AMGEN INC COM 031162100 67384 237 SH SOLE 0 0 237 APPLE INC COM 037833100 5182698 30223 SH SOLE 0 0 30223 APPLIED MATLS INC COM 038222105 10106 49 SH SOLE 0 0 49 ARCHER DANIELS MIDLAND CO COM 039483102 354288 5641 SH SOLE 0 0 5641 AT&T INC COM 00206R102 9434 536 SH SOLE 0 0 536 AUTOMATIC DATA PROCESSING IN COM 053015103 9740 39 SH SOLE 0 0 39 BANK AMERICA CORP COM 060505104 210612 5554 SH SOLE 0 0 5554 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 430613 1024 SH SOLE 0 0 1024 BLACKROCK INC COM 09247X101 423361 508 SH SOLE 0 0 508 BLACKSTONE INC COM 09260D107 5625 43 SH SOLE 0 0 43 BOEING CO COM 097023105 647289 3354 SH SOLE 0 0 3354 BOOKING HOLDINGS INC COM 09857L108 7256 2 SH SOLE 0 0 2 BOSTON PROPERTIES INC COM 101121101 491422 7524 SH SOLE 0 0 7524 BROADCOM INC COM 11135F101 1029291 777 SH SOLE 0 0 777 C4 THERAPEUTICS INC COM STK 12529R107 8170 1000 SH SOLE 0 0 1000 CARNIVAL CORP UNIT 99/99/9999 143658300 4249 260 SH SOLE 0 0 260 CARRIER GLOBAL CORPORATION COM 14448C104 6860 118 SH SOLE 0 0 118 CATERPILLAR INC COM 149123101 49469 135 SH SOLE 0 0 135 CBOE GLOBAL MKTS INC COM 12503M108 18373 100 SH SOLE 0 0 100 CHEVRON CORP NEW COM 166764100 426241 2702 SH SOLE 0 0 2702 CISCO SYS INC COM 17275R102 178292 3572 SH SOLE 0 0 3572 CITIGROUP INC COM NEW 172967424 11320 179 SH SOLE 0 0 179 CLOROX CO DEL COM 189054109 33838 221 SH SOLE 0 0 221 COCA COLA CO COM 191216100 12236 200 SH SOLE 0 0 200 COLGATE PALMOLIVE CO COM 194162103 14859 165 SH SOLE 0 0 165 COMCAST CORP NEW CL A 20030N101 89752 2070 SH SOLE 0 0 2070 CONSOLIDATED EDISON INC COM 209115104 101163 1114 SH SOLE 0 0 1114 COSTCO WHSL CORP NEW COM 22160K105 287191 392 SH SOLE 0 0 392 CRISPR THERAPEUTICS AG NAMEN AKT H17182108 17040 250 SH SOLE 0 0 250 CSX CORP COM 126408103 12011 324 SH SOLE 0 0 324 CUBESMART COM 229663109 418003 9244 SH SOLE 0 0 9244 CVS HEALTH CORP COM 126650100 73938 927 SH SOLE 0 0 927 DARDEN RESTAURANTS INC COM 237194105 56330 337 SH SOLE 0 0 337 DEERE & CO COM 244199105 11090 27 SH SOLE 0 0 27 DELTA AIR LINES INC DEL COM NEW 247361702 4787 100 SH SOLE 0 0 100 DIGITAL RLTY TR INC COM 253868103 627172 4354 SH SOLE 0 0 4354 DISNEY WALT CO COM 254687106 58091 475 SH SOLE 0 0 475 DOW INC COM 260557103 557287 9620 SH SOLE 0 0 9620 DUPONT DE NEMOURS INC COM 26614N102 7667 100 SH SOLE 0 0 100 DXC TECHNOLOGY CO COM 23355L106 3437 162 SH SOLE 0 0 162 EATON CORP PLC SHS G29183103 70353 225 SH SOLE 0 0 225 ELEVANCE HEALTH INC COM 036752103 18859 36 SH SOLE 0 0 36 ELI LILLY & CO COM 532457108 251282 323 SH SOLE 0 0 323 EMERSON ELEC CO COM 291011104 28469 251 SH SOLE 0 0 251 EXXON MOBIL CORP COM 30231G102 17669 152 SH SOLE 0 0 152 FEDEX CORP COM 31428X106 714960 2468 SH SOLE 0 0 2468 FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500 3468 100 SH SOLE 0 0 100 FREEPORT-MCMORAN INC CL B 35671D857 19433 413 SH SOLE 0 0 413 GENERAL DYNAMICS CORP COM 369550108 71188 252 SH SOLE 0 0 252 GENERAL MTRS CO COM 37045V100 21134 466 SH SOLE 0 0 466 GLOBUS MED INC CL A 379577208 53640 1000 SH SOLE 0 0 1000 GOLDMAN SACHS GROUP INC COM 38141G104 5013 12 SH SOLE 0 0 12 GUARDANT HEALTH INC COM 40131M109 4126 200 SH SOLE 0 0 200 HAWAIIAN ELEC INDUSTRIES COM 419870100 5729 508 SH SOLE 0 0 508 HEWLETT PACKARD ENTERPRISE C COM 42824C109 33634 1897 SH SOLE 0 0 1897 HOME DEPOT INC COM 437076102 308412 804 SH SOLE 0 0 804 HONEYWELL INTL INC COM 438516106 39203 191 SH SOLE 0 0 191 HP INC COM 40434L105 57328 1897 SH SOLE 0 0 1897 INTEL CORP COM 458140100 680263 15401 SH SOLE 0 0 15401 INTERCONTINENTAL EXCHANGE IN COM 45866F104 36282 264 SH SOLE 0 0 264 INVESCO QQQ TR UNIT SER 1 46090E103 2181083 4912 SH SOLE 0 0 4912 ISHARES INC CORE MSCI EMKT 46434G103 1220176 23647 SH SOLE 0 0 23647 ISHARES TR 0-5YR HI YL CP 46434V407 40899 961 SH SOLE 0 0 961 ISHARES TR 1 3 YR TREAS BD 464287457 10792105 131965 SH SOLE 0 0 131965 ISHARES TR 20 YR TR BD ETF 464287432 3873054 40933 SH SOLE 0 0 40933 ISHARES TR 7-10 YR TRSY BD 464287440 1008909 10658 SH SOLE 0 0 10658 ISHARES TR ASIA 50 ETF 464288430 403386 6644 SH SOLE 0 0 6644 ISHARES TR CORE HIGH DV ETF 46429B663 659519 5984 SH SOLE 0 0 5984 ISHARES TR CORE MSCI EURO 46434V738 4283101 74038 SH SOLE 0 0 74038 ISHARES TR CORE S&P MCP ETF 464287507 5547183 91327 SH SOLE 0 0 91327 ISHARES TR CORE S&P SCP ETF 464287804 1117973 10116 SH SOLE 0 0 10116 ISHARES TR CORE S&P TTL STK 464287150 6867 60 SH SOLE 0 0 60 ISHARES TR CORE S&P500 ETF 464287200 10666262 20288 SH SOLE 0 0 20288 ISHARES TR DOW JONES US ETF 464287846 60459 472 SH SOLE 0 0 472 ISHARES TR IBOXX INV CP ETF 464287242 934995 8584 SH SOLE 0 0 8584 ISHARES TR INTL SEL DIV ETF 464288448 504676 17998 SH SOLE 0 0 17998 ISHARES TR ISHS 1-5YR INVS 464288646 183765 3584 SH SOLE 0 0 3584 ISHARES TR MSCI ACWI EX US 464288240 4508864 84451 SH SOLE 0 0 84451 ISHARES TR MSCI USA MIN VOL 46429B697 123267 1475 SH SOLE 0 0 1475 ISHARES TR MSCI USA QLT FCT 46432F339 407107 2477 SH SOLE 0 0 2477 ISHARES TR MSCI USA VALUE 46432F388 7100986 65562 SH SOLE 0 0 65562 ISHARES TR PFD AND INCM SEC 464288687 46988 1458 SH SOLE 0 0 1458 ISHARES TR RUS 1000 VAL ETF 464287598 21852 122 SH SOLE 0 0 122 ISHARES TR RUS 2000 GRW ETF 464287648 39537 146 SH SOLE 0 0 146 ISHARES TR RUS MD CP GR ETF 464287481 29905 262 SH SOLE 0 0 262 ISHARES TR SELECT DIVID ETF 464287168 231256 1877 SH SOLE 0 0 1877 ISHARES TR TIPS BD ETF 464287176 468865 4365 SH SOLE 0 0 4365 ISHARES TR U.S. FINLS ETF 464287788 38643 404 SH SOLE 0 0 404 ISHARES TR US AER DEF ETF 464288760 20846 158 SH SOLE 0 0 158 ISHARES TR US TREAS BD ETF 46429B267 705253 30973 SH SOLE 0 0 30973 JOHNSON & JOHNSON COM 478160104 65017 411 SH SOLE 0 0 411 JPMORGAN CHASE & CO COM 46625H100 1645505 8215 SH SOLE 0 0 8215 KLA CORP COM NEW 482480100 20259 29 SH SOLE 0 0 29 KROGER CO COM 501044101 24738 433 SH SOLE 0 0 433 LAS VEGAS SANDS CORP COM 517834107 6670 129 SH SOLE 0 0 129 LEIDOS HOLDINGS INC COM 525327102 94 1 SH SOLE 0 0 1 LEXICON PHARMACEUTICALS INC COM NEW 528872302 341 142 SH SOLE 0 0 142 LOCKHEED MARTIN CORP COM 539830109 472598 1039 SH SOLE 0 0 1039 LOWES COS INC COM 548661107 25473 100 SH SOLE 0 0 100 MATCH GROUP INC NEW COM 57667L107 3628 100 SH SOLE 0 0 100 MCDONALDS CORP COM 580135101 7049 25 SH SOLE 0 0 25 MEDTRONIC PLC SHS G5960L103 525749 6033 SH SOLE 0 0 6033 MERCADOLIBRE INC COM 58733R102 7560 5 SH SOLE 0 0 5 MERCK & CO INC COM 58933Y105 286992 2175 SH SOLE 0 0 2175 META PLATFORMS INC CL A 30303M102 118968 245 SH SOLE 0 0 245 MGM RESORTS INTERNATIONAL COM 552953101 8970 190 SH SOLE 0 0 190 MICROSOFT CORP COM 594918104 3186897 7575 SH SOLE 0 0 7575 MONDELEZ INTL INC CL A 609207105 18830 269 SH SOLE 0 0 269 MONSTER BEVERAGE CORP NEW COM 61174X109 11856 200 SH SOLE 0 0 200 MOTOROLA SOLUTIONS INC COM NEW 620076307 2130 6 SH SOLE 0 0 6 NETFLIX INC COM 64110L106 106283 175 SH SOLE 0 0 175 NEWMONT CORP COM 651639106 460899 12860 SH SOLE 0 0 12860 NEXTERA ENERGY INC COM 65339F101 51384 804 SH SOLE 0 0 804 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 33474 1113 SH SOLE 0 0 1113 NUTRIEN LTD COM 67077M108 402321 7408 SH SOLE 0 0 7408 OTIS WORLDWIDE CORP COM 68902V107 5857 59 SH SOLE 0 0 59 PAYCHEX INC COM 704326107 262547 2138 SH SOLE 0 0 2138 PEPSICO INC COM 713448108 17501 100 SH SOLE 0 0 100 PFIZER INC COM 717081103 58220 2098 SH SOLE 0 0 2098 PHILLIPS EDISON & CO INC COMMON STOCK 71844V201 90644 2527 SH SOLE 0 0 2527 PROLOGIS INC. COM 74340W103 666822 5121 SH SOLE 0 0 5121 PROSHARES TR S&P 500 DV ARIST 74348A467 4516534 44537 SH SOLE 0 0 44537 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 21036 315 SH SOLE 0 0 315 QUALCOMM INC COM 747525103 898038 5304 SH SOLE 0 0 5304 QUANTUMSCAPE CORP COM CL A 74767V109 944 150 SH SOLE 0 0 150 REGENERON PHARMACEUTICALS COM 75886F107 332060 345 SH SOLE 0 0 345 RTX CORPORATION COM 75513E101 653577 6701 SH SOLE 0 0 6701 SAP SE SPON ADR 803054204 72162 370 SH SOLE 0 0 370 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 73163 1737 SH SOLE 0 0 1737 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 597810 15123 SH SOLE 0 0 15123 SERVICENOW INC COM 81762P102 19060 25 SH SOLE 0 0 25 SHELL PLC SPON ADS 780259305 5565 83 SH SOLE 0 0 83 SHERWIN WILLIAMS CO COM 824348106 13546 39 SH SOLE 0 0 39 SMUCKER J M CO COM NEW 832696405 14098 112 SH SOLE 0 0 112 SOUTHWEST AIRLS CO COM 844741108 4029 138 SH SOLE 0 0 138 SPDR S&P 500 ETF TR TR UNIT 78462F103 5184960 9913 SH SOLE 0 0 9913 SPDR SER TR BBG CONV SEC ETF 78464A359 45431 622 SH SOLE 0 0 622 SPIRIT AIRLS INC COM 848577102 872 180 SH SOLE 0 0 180 STARBUCKS CORP COM 855244109 27417 300 SH SOLE 0 0 300 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 163229 1200 SH SOLE 0 0 1200 TESLA INC COM 88160R101 65922 375 SH SOLE 0 0 375 THERMO FISHER SCIENTIFIC INC COM 883556102 51147 88 SH SOLE 0 0 88 UNION PAC CORP COM 907818108 24348 99 SH SOLE 0 0 99 UNITED AIRLS HLDGS INC COM 910047109 4788 100 SH SOLE 0 0 100 UNITEDHEALTH GROUP INC COM 91324P102 33145 67 SH SOLE 0 0 67 US BANCORP DEL COM NEW 902973304 14573 326 SH SOLE 0 0 326 VANECK ETF TRUST GOLD MINERS ETF 92189F106 12111 383 SH SOLE 0 0 383 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 197357 837 SH SOLE 0 0 837 VANGUARD INDEX FDS SMALL CP ETF 922908751 29489 129 SH SOLE 0 0 129 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 135864 744 SH SOLE 0 0 744 VENTAS INC COM 92276F100 10015 230 SH SOLE 0 0 230 VERIZON COMMUNICATIONS INC COM 92343V104 54548 1300 SH SOLE 0 0 1300 VISA INC COM CL A 92826C839 353269 1266 SH SOLE 0 0 1266 WASTE MGMT INC DEL COM 94106L109 478347 2244 SH SOLE 0 0 2244 WELLS FARGO CO NEW COM 949746101 118007 2036 SH SOLE 0 0 2036 WYNN RESORTS LTD COM 983134107 9099 89 SH SOLE 0 0 89 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 7780 119 SH SOLE 0 0 119 AIR PRODUCTS & CHEMICALS INC COMM 009158106 2907240 12000 SH SOLE 12000 0 0 AMERICAN TOWER CORP-CL A COMM 03027X100 2766260 14000 SH SOLE 14000 0 0 AMERICOLD REALTY TRUST REIT 03064D108 2492000 100000 SH SOLE 100000 0 0 ARCHER-DANIELS-MIDLAND CO COMM 039483102 2198350 35000 SH SOLE 35000 0 0 BOSTON PROPERTIES INC REIT 101121101 2612400 40000 SH SOLE 40000 0 0 CUBESMART REIT 229663109 2487100 55000 SH SOLE 55000 0 0 DIGITAL REALTY TRUST INC REIT 253868103 2016560 14000 SH SOLE 14000 0 0 FEDEX CORP COMM 31428X106 2317920 8000 SH SOLE 8000 0 0 Newmont Corp COMM 651639106 2867200 80000 SH SOLE 80000 0 0 NUTRIEN LTD COMM 67077M108 2987050 55000 SH SOLE 55000 0 0 PROLOGIS INC REIT 74340W103 2083520 16000 SH SOLE 16000 0 0 QUALCOMM INC COMM 747525103 2539500 15000 SH SOLE 15000 0 0 RAYTHEON TECHNOLOGIES CORP COMM 75513E101 2438250 25000 SH SOLE 25000 0 0