Systm Wealth Solutions LLC
Filing Details
13F-HR • 2024-09-30
Filing Details
13F-HR • 2024-09-30- Report Date
- 2024-09-30
- Filing Date
- 2024-11-14
- Total Holdings
- 93
- Total Value
- 3294364
- Accession Number
- 0001104659-24-118217
- Form Type
- 13F-HR
- CIK
- 0001961893
- Manager Name
- Systm Wealth Solutions LLC
Data Enrichment
83% identified77 identified16 unidentified
Holdings
93 positions
Manager:
Search and click to pin securities to the top
Page 2 of 5
47103U852
Shares:
316(-23.7%)
Value:
$14.7M(-20.2%)
78468R101
Shares:
471(+348.6%)
Value:
$13.9M(+357.1%)
464288653
Shares:
68(-54.0%)
Value:
$7.5M(-50.9%)
316092808
Shares:
42
Value:
$7.3M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Metlife Inc(METcusip59156R108) | 1.0K | YoY- | All Managers (Combined) | $83.1K | YoY- |
343 | YoY- | All Managers (Combined) | $76.5K | YoY- | |
556 | YoY- | All Managers (Combined) | $75.1K | YoY- | |
361 | YoY- | All Managers (Combined) | $58.5K | YoY- | |
483 | YoY- | All Managers (Combined) | $55.1K | YoY- | |
96 | YoY- | All Managers (Combined) | $47.5K | YoY- | |
334 | YoY- | All Managers (Combined) | $38.2K | YoY- | |
Accenture Plc(ACNcusipG1151C101) | 52 | YoY- | All Managers (Combined) | $18.4K | YoY- |
Nike, Inc.(NKEcusip654106103) | 191 | YoY- | All Managers (Combined) | $16.9K | YoY- |
(cusip47103U852)✕ | 316 | QoQ -23.67% (-98)YoY- | All Managers (Combined) | $14.7K | YoY- |
(cusip78468R101)✕ | 471 | YoY- | All Managers (Combined) | $13.9K | YoY- |
164 | QoQ +31.20% (+39)YoY- | All Managers (Combined) | $10.0K | YoY- | |
53 | QoQ -19.69% (-13)YoY- | All Managers (Combined) | $9.2K | YoY- | |
Nvidia Corp(NVDAcusip67066G104) | 70 | YoY- | All Managers (Combined) | $8.5K | YoY- |
Amazon Com Inc(AMZNcusip023135106) | 40 | YoY- | All Managers (Combined) | $7.5K | YoY- |
(cusip464288653)✕ | 68 | QoQ -54.05% (-80)YoY- | All Managers (Combined) | $7.5K | YoY- |
(cusip316092808)✕ | 42 | QoQ NEW(+42) YoY- | All Managers (Combined) | $7.3K | QoQ NEW(+$7.3K) YoY- |
10 | YoY- | All Managers (Combined) | $5.7K | YoY- | |
Apple Inc.(AAPLcusip037833100) | 24 | YoY- | All Managers (Combined) | $5.6K | YoY- |
Broadcom Inc.(AVGOcusip11135F101) | 29 | YoY- | All Managers (Combined) | $5.0K | YoY- |