Systm Wealth Solutions LLC

Filing Details

13F-HR • 2024-09-30
SEC
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% identified
77 identified16 unidentified

Holdings

93 positions
Manager:
SEC
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Page 3 of 5
78464A763
SDY|78464A763
Shares:
33(-19.5%)
Value:
$4.6M(-12.1%)
ELI LILLY & Co
LLY|532457108
Shares:
5(-99.7%)
Value:
$4.4M(-99.7%)
Alphabet Inc.
GOOG|02079K107
Shares:
26(-96.3%)
Value:
$4.3M(-96.6%)
78468R853
78468R853
Shares:
93(-21.2%)
Value:
$4.2M(-13.3%)
464287325
464287325
Shares:
38(-37.7%)
Value:
$3.7M(-34.3%)
46434V456
46434V456
Shares:
86(-39.9%)
Value:
$3.6M(-36.1%)
NETFLIX INC
NFLX|64110L106
Shares:
5(-99.8%)
Value:
$3.5M(-99.8%)
38748G101
38748G101
Shares:
128(-13.5%)
Value:
$3.3M(-2.2%)
464288729
464288729
Shares:
22(+144.4%)
Value:
$3.3M(+166.7%)
316092204
316092204
Shares:
31
Value:
$2.7M
500767736
500767736
Shares:
143(-16.9%)
Value:
$2.7M(-13.9%)
Tesla, Inc.
TSLA|88160R101
Shares:
10(-95.9%)
Value:
$2.6M(-94.6%)
VISA INC.
V|92826C839
Shares:
9(-99.9%)
Value:
$2.5M(-99.9%)
Mastercard Inc
MA|57636Q104
Shares:
5(-99.9%)
Value:
$2.5M(-99.9%)
O REILLY AUTOMOTIVE INC
ORLY|67103H107
Shares:
2(-99.7%)
Value:
$2.3M(-99.7%)
46641Q225
BBCA|46641Q225
Shares:
32(+88.2%)
Value:
$2.3M(+102.4%)
47103U753
47103U753
Shares:
45(-34.8%)
Value:
$2.2M(-34.5%)
464286608
464286608
Shares:
42(+75.0%)
Value:
$2.2M(+86.7%)
78463X541
78463X541
Shares:
37(+94.7%)
Value:
$2.1M(+103.0%)
81369Y605
81369Y605
Shares:
44(-17.0%)
Value:
$2.0M(-8.3%)