Principal

0001398344-24-012981.txt : 20240724 0001398344-24-012981.hdr.sgml : 20240724 20240723194511 ACCESSION NUMBER: 0001398344-24-012981 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240724 DATE AS OF CHANGE: 20240723 EFFECTIVENESS DATE: 20240724 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: 241135851 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 06-30-2024 06-30-2024 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 07-23-2024 0 184 126435904 INFORMATION TABLE 2 fp0089202-1_13fhr-table.xml ADOBE INC COM 00724F101 28889 52 SH SOLE 0 0 52 AFLAC INC COM 001055102 26793 300 SH SOLE 0 0 300 AIR PRODS & CHEMS INC COM 009158106 558860 2166 SH SOLE 0 0 2166 ALCON AG ORD SHS H01301128 22270 250 SH SOLE 0 0 250 ALIMERA SCIENCES INC COM NEW 016259202 445 80 SH SOLE 0 0 80 ALLSTATE CORP COM 020002101 4471 28 SH SOLE 0 0 28 ALPHABET INC CAP STK CL A 02079K305 404577 2221 SH SOLE 0 0 2221 ALPHABET INC CAP STK CL C 02079K107 1989538 10847 SH SOLE 0 0 10847 ALTRIA GROUP INC COM 02209S103 11388 250 SH SOLE 0 0 250 AMAZON COM INC COM 023135106 749810 3880 SH SOLE 0 0 3880 AMERICAN AIRLS GROUP INC COM 02376R102 2266 200 SH SOLE 0 0 200 AMERICAN TOWER CORP NEW COM 03027X100 533114 2743 SH SOLE 0 0 2743 AMERICOLD REALTY TRUST INC COM 03064D108 526431 20612 SH SOLE 0 0 20612 AMGEN INC COM 031162100 74051 237 SH SOLE 0 0 237 APPLE INC COM 037833100 6370004 30244 SH SOLE 0 0 30244 APPLIED MATLS INC COM 038222105 11564 49 SH SOLE 0 0 49 AT&T INC COM 00206R102 10243 536 SH SOLE 0 0 536 AUTOMATIC DATA PROCESSING IN COM 053015103 9309 39 SH SOLE 0 0 39 BANK AMERICA CORP COM 060505104 221531 5570 SH SOLE 0 0 5570 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 416564 1024 SH SOLE 0 0 1024 BLACKROCK INC COM 09247X101 409550 520 SH SOLE 0 0 520 BLACKSTONE INC COM 09260D107 5332 43 SH SOLE 0 0 43 BOEING CO COM 097023105 724036 3978 SH SOLE 0 0 3978 BOOKING HOLDINGS INC COM 09857L108 7923 2 SH SOLE 0 0 2 BOSTON PROPERTIES INC COM 101121101 515760 8378 SH SOLE 0 0 8378 BROADCOM INC COM 11135F101 1127616 702 SH SOLE 0 0 702 C4 THERAPEUTICS INC COM STK 12529R107 4620 1000 SH SOLE 0 0 1000 CARNIVAL CORP UNIT 99/99/9999 143658300 4868 260 SH SOLE 0 0 260 CARRIER GLOBAL CORPORATION COM 14448C104 7444 118 SH SOLE 0 0 118 CATERPILLAR INC COM 149123101 44969 135 SH SOLE 0 0 135 CBOE GLOBAL MKTS INC COM 12503M108 17006 100 SH SOLE 0 0 100 CHEVRON CORP NEW COM 166764100 435017 2781 SH SOLE 0 0 2781 CISCO SYS INC COM 17275R102 586186 12338 SH SOLE 0 0 12338 CITIGROUP INC COM NEW 172967424 11360 179 SH SOLE 0 0 179 CLOROX CO DEL COM 189054109 30160 221 SH SOLE 0 0 221 COCA COLA CO COM 191216100 12730 200 SH SOLE 0 0 200 COLGATE PALMOLIVE CO COM 194162103 16012 165 SH SOLE 0 0 165 COMCAST CORP NEW CL A 20030N101 81297 2076 SH SOLE 0 0 2076 CONSOLIDATED EDISON INC COM 209115104 99614 1114 SH SOLE 0 0 1114 COSTCO WHSL CORP NEW COM 22160K105 333197 392 SH SOLE 0 0 392 CRISPR THERAPEUTICS AG NAMEN AKT H17182108 13503 250 SH SOLE 0 0 250 CSX CORP COM 126408103 10838 324 SH SOLE 0 0 324 CUBESMART COM 229663109 453868 10048 SH SOLE 0 0 10048 CVS HEALTH CORP COM 126650100 54749 927 SH SOLE 0 0 927 DARDEN RESTAURANTS INC COM 237194105 50995 337 SH SOLE 0 0 337 DEERE & CO COM 244199105 10089 27 SH SOLE 0 0 27 DELTA AIR LINES INC DEL COM NEW 247361702 4744 100 SH SOLE 0 0 100 DIGITAL RLTY TR INC COM 253868103 92439 608 SH SOLE 0 0 608 DISNEY WALT CO COM 254687106 47138 475 SH SOLE 0 0 475 DOW INC COM 260557103 529235 9976 SH SOLE 0 0 9976 DUPONT DE NEMOURS INC COM 26614N102 8049 100 SH SOLE 0 0 100 DXC TECHNOLOGY CO COM 23355L106 3093 162 SH SOLE 0 0 162 EATON CORP PLC SHS G29183103 70549 225 SH SOLE 0 0 225 ELEVANCE HEALTH INC COM 036752103 19767 36 SH SOLE 0 0 36 ELI LILLY & CO COM 532457108 292438 323 SH SOLE 0 0 323 EMERSON ELEC CO COM 291011104 27651 251 SH SOLE 0 0 251 EXXON MOBIL CORP COM 30231G102 17499 152 SH SOLE 0 0 152 FEDEX CORP COM 31428X106 702053 2341 SH SOLE 0 0 2341 FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500 3401 100 SH SOLE 0 0 100 FMC CORP COM NEW 302491303 422130 7335 SH SOLE 0 0 7335 FORTUNE BRANDS INNOVATIONS I COM 34964C106 6494 100 SH SOLE 0 0 100 FREEPORT-MCMORAN INC CL B 35671D857 20100 414 SH SOLE 0 0 414 GENERAL DYNAMICS CORP COM 369550108 73116 252 SH SOLE 0 0 252 GENERAL MTRS CO COM 37045V100 21651 466 SH SOLE 0 0 466 GLOBUS MED INC CL A 379577208 68490 1000 SH SOLE 0 0 1000 GOLDMAN SACHS GROUP INC COM 38141G104 5428 12 SH SOLE 0 0 12 GRINDR INC COM 39854F101 1224 100 SH SOLE 0 0 100 GUARDANT HEALTH INC COM 40131M109 5776 200 SH SOLE 0 0 200 HAWAIIAN ELEC INDUSTRIES COM 419870100 4585 508 SH SOLE 0 0 508 HEWLETT PACKARD ENTERPRISE C COM 42824C109 40160 1897 SH SOLE 0 0 1897 HOME DEPOT INC COM 437076102 277322 806 SH SOLE 0 0 806 HONEYWELL INTL INC COM 438516106 40787 191 SH SOLE 0 0 191 HP INC COM 40434L105 66433 1897 SH SOLE 0 0 1897 INTEL CORP COM 458140100 486273 15701 SH SOLE 0 0 15701 INTERCONTINENTAL EXCHANGE IN COM 45866F104 36139 264 SH SOLE 0 0 264 INVESCO QQQ TR UNIT SER 1 46090E103 502601 1049 SH SOLE 0 0 1049 ISHARES INC CORE MSCI EMKT 46434G103 275589 5148 SH SOLE 0 0 5148 ISHARES TR 0-5YR HI YL CP 46434V407 34317 813 SH SOLE 0 0 813 ISHARES TR 1 3 YR TREAS BD 464287457 12362429 151408 SH SOLE 0 0 151408 ISHARES TR 20 YR TR BD ETF 464287432 4012235 43716 SH SOLE 0 0 43716 ISHARES TR 7-10 YR TRSY BD 464287440 1109991 11853 SH SOLE 0 0 11853 ISHARES TR ASIA 50 ETF 464288430 2349 35 SH SOLE 0 0 35 ISHARES TR CORE HIGH DV ETF 46429B663 42012 386 SH SOLE 0 0 386 ISHARES TR CORE MSCI EURO 46434V738 5497309 96529 SH SOLE 0 0 96529 ISHARES TR CORE S&P MCP ETF 464287507 5301912 90600 SH SOLE 0 0 90600 ISHARES TR CORE S&P SCP ETF 464287804 1166453 10936 SH SOLE 0 0 10936 ISHARES TR CORE S&P TTL STK 464287150 7074 60 SH SOLE 0 0 60 ISHARES TR CORE S&P500 ETF 464287200 11254006 20565 SH SOLE 0 0 20565 ISHARES TR DOW JONES US ETF 464287846 62451 472 SH SOLE 0 0 472 ISHARES TR IBOXX INV CP ETF 464287242 830274 7751 SH SOLE 0 0 7751 ISHARES TR INTL SEL DIV ETF 464288448 378475 13678 SH SOLE 0 0 13678 ISHARES TR ISHS 1-5YR INVS 464288646 33563 655 SH SOLE 0 0 655 ISHARES TR MSCI ACWI EX US 464288240 5792483 109025 SH SOLE 0 0 109025 ISHARES TR MSCI USA MIN VOL 46429B697 108882 1297 SH SOLE 0 0 1297 ISHARES TR MSCI USA QLT FCT 46432F339 974533 5707 SH SOLE 0 0 5707 ISHARES TR MSCI USA VALUE 46432F388 7400128 71526 SH SOLE 0 0 71526 ISHARES TR PFD AND INCM SEC 464288687 41706 1322 SH SOLE 0 0 1322 ISHARES TR RUS 1000 VAL ETF 464287598 21286 122 SH SOLE 0 0 122 ISHARES TR RUS 2000 GRW ETF 464287648 38330 146 SH SOLE 0 0 146 ISHARES TR RUS MD CP GR ETF 464287481 28912 262 SH SOLE 0 0 262 ISHARES TR TIPS BD ETF 464287176 472644 4426 SH SOLE 0 0 4426 ISHARES TR U.S. FINLS ETF 464287788 38207 404 SH SOLE 0 0 404 ISHARES TR US AER DEF ETF 464288760 20865 158 SH SOLE 0 0 158 ISHARES TR US TREAS BD ETF 46429B267 547647 24264 SH SOLE 0 0 24264 JOHNSON & JOHNSON COM 478160104 60072 411 SH SOLE 0 0 411 JPMORGAN CHASE & CO. COM 46625H100 1613875 7979 SH SOLE 0 0 7979 KLA CORP COM NEW 482480100 23911 29 SH SOLE 0 0 29 KROGER CO COM 501044101 21620 433 SH SOLE 0 0 433 LAS VEGAS SANDS CORP COM 517834107 5709 129 SH SOLE 0 0 129 LEXICON PHARMACEUTICALS INC COM NEW 528872302 239 142 SH SOLE 0 0 142 LOCKHEED MARTIN CORP COM 539830109 486055 1041 SH SOLE 0 0 1041 LOWES COS INC COM 548661107 22046 100 SH SOLE 0 0 100 MATCH GROUP INC NEW COM 57667L107 3038 100 SH SOLE 0 0 100 MCDONALDS CORP COM 580135101 6371 25 SH SOLE 0 0 25 MEDTRONIC PLC SHS G5960L103 71705 911 SH SOLE 0 0 911 MERCADOLIBRE INC COM 58733R102 8217 5 SH SOLE 0 0 5 MERCK & CO INC COM 58933Y105 269265 2175 SH SOLE 0 0 2175 META PLATFORMS INC CL A 30303M102 123534 245 SH SOLE 0 0 245 MGM RESORTS INTERNATIONAL COM 552953101 8444 190 SH SOLE 0 0 190 MICROSOFT CORP COM 594918104 3386782 7578 SH SOLE 0 0 7578 MONDELEZ INTL INC CL A 609207105 17604 269 SH SOLE 0 0 269 MONSTER BEVERAGE CORP NEW COM 61174X109 9990 200 SH SOLE 0 0 200 MOTOROLA SOLUTIONS INC COM NEW 620076307 2317 6 SH SOLE 0 0 6 NETFLIX INC COM 64110L106 118104 175 SH SOLE 0 0 175 NEWMONT CORP COM 651639106 563063 13448 SH SOLE 0 0 13448 NEXTERA ENERGY INC COM 65339F101 56932 804 SH SOLE 0 0 804 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 31601 1143 SH SOLE 0 0 1143 NIKE INC CL B 654106103 7537 100 SH SOLE 0 0 100 NUTRIEN LTD COM 67077M108 417407 8199 SH SOLE 0 0 8199 OTIS WORLDWIDE CORP COM 68902V107 5680 59 SH SOLE 0 0 59 PAYCHEX INC COM 704326107 253482 2138 SH SOLE 0 0 2138 PEPSICO INC COM 713448108 16493 100 SH SOLE 0 0 100 PFIZER INC COM 717081103 58703 2098 SH SOLE 0 0 2098 PHILLIPS EDISON & CO INC COMMON STOCK 71844V201 82659 2527 SH SOLE 0 0 2527 PRIMORIS SVCS CORP COM 74164F103 2495 50 SH SOLE 0 0 50 PROLOGIS INC. COM 74340W103 655140 5833 SH SOLE 0 0 5833 PROSHARES TR S&P 500 DV ARIST 74348A467 4377267 45535 SH SOLE 0 0 45535 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 23216 315 SH SOLE 0 0 315 QUALCOMM INC COM 747525103 856559 4300 SH SOLE 0 0 4300 QUANTUMSCAPE CORP COM CL A 74767V109 738 150 SH SOLE 0 0 150 REGENERON PHARMACEUTICALS COM 75886F107 362606 345 SH SOLE 0 0 345 RTX CORPORATION COM 75513E101 596417 5941 SH SOLE 0 0 5941 SAP SE SPON ADR 803054204 74633 370 SH SOLE 0 0 370 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 71409 1737 SH SOLE 0 0 1737 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 240562 6263 SH SOLE 0 0 6263 SERVICENOW INC COM 81762P102 19667 25 SH SOLE 0 0 25 SHELL PLC SPON ADS 780259305 5991 83 SH SOLE 0 0 83 SHERWIN WILLIAMS CO COM 824348106 11639 39 SH SOLE 0 0 39 SMUCKER J M CO COM NEW 832696405 12213 112 SH SOLE 0 0 112 SOUTHWEST AIRLS CO COM 844741108 3949 138 SH SOLE 0 0 138 SPDR S&P 500 ETF TR TR UNIT 78462F103 5409398 9940 SH SOLE 0 0 9940 SPDR SER TR BBG CONV SEC ETF 78464A359 38697 537 SH SOLE 0 0 537 SPIRIT AIRLS INC COM 848577102 659 180 SH SOLE 0 0 180 STARBUCKS CORP COM 855244109 23355 300 SH SOLE 0 0 300 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 208399 1199 SH SOLE 0 0 1199 TELADOC HEALTH INC COM 87918A105 978 100 SH SOLE 0 0 100 TESLA INC COM 88160R101 74205 375 SH SOLE 0 0 375 THERMO FISHER SCIENTIFIC INC COM 883556102 48664 88 SH SOLE 0 0 88 UNION PAC CORP COM 907818108 22400 99 SH SOLE 0 0 99 UNITED AIRLS HLDGS INC COM 910047109 4866 100 SH SOLE 0 0 100 UNITED PARCEL SERVICE INC CL B 911312106 13768 101 SH SOLE 0 0 101 UNITEDHEALTH GROUP INC COM 91324P102 34121 67 SH SOLE 0 0 67 US BANCORP DEL COM NEW 902973304 12943 326 SH SOLE 0 0 326 VANECK ETF TRUST GOLD MINERS ETF 92189F106 12996 383 SH SOLE 0 0 383 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 192142 837 SH SOLE 0 0 837 VANGUARD INDEX FDS SMALL CP ETF 922908751 28128 129 SH SOLE 0 0 129 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 135818 744 SH SOLE 0 0 744 VENTAS INC COM 92276F100 11790 230 SH SOLE 0 0 230 VERIZON COMMUNICATIONS INC COM 92343V104 53612 1300 SH SOLE 0 0 1300 VISA INC COM CL A 92826C839 332486 1267 SH SOLE 0 0 1267 WASTE MGMT INC DEL COM 94106L109 427730 2005 SH SOLE 0 0 2005 WELLS FARGO CO NEW COM 949746101 120919 2036 SH SOLE 0 0 2036 WYNN RESORTS LTD COM 983134107 7966 89 SH SOLE 0 0 89 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 7044 119 SH SOLE 0 0 119 AIR PRODUCTS & CHEMICALS INC COMM 009158106 2838550 11000 SH SOLE 11000 0 0 AMERICAN TOWER CORP-CL A COMM 03027X100 2721320 14000 SH SOLE 14000 0 0 AMERICOLD REALTY TRUST REIT 03064D108 2937100 115000 SH SOLE 115000 0 0 BOSTON PROPERTIES INC REIT 101121101 2462400 40000 SH SOLE 40000 0 0 CUBESMART REIT 229663109 2710200 60000 SH SOLE 60000 0 0 FEDEX CORP COMM 31428X106 2998400 10000 SH SOLE 10000 0 0 FMC CORP COMM 302491303 287750 5000 SH SOLE 5000 0 0 Newmont Corp COMM 651639106 2930900 70000 SH SOLE 70000 0 0 NUTRIEN LTD COMM 67077M108 2545500 50000 SH SOLE 50000 0 0 PROLOGIS INC REIT 74340W103 2920060 26000 SH SOLE 26000 0 0