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:
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Page 4 of 5
81369Y506
Shares:
21(-16.0%)
Value:
$1.8M(-18.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Novo Nordisk A S(NVOcusip670100205) | 16 | YoY- | All Managers (Combined) | $1.9K | YoY- |
(cusip81369Y506)✕ | 21 | QoQ -16.00% (-4)YoY- | All Managers (Combined) | $1.8K | YoY- |
Servicenow, Inc.(NOWcusip81762P102) | 2 | YoY- | All Managers (Combined) | $1.8K | YoY- |
2 | YoY- | All Managers (Combined) | $1.8K | YoY- | |
Asml Holding Nv(ASMLcusipN07059210) | 2 | YoY- | All Managers (Combined) | $1.7K | YoY- |
3 | YoY- | All Managers (Combined) | $1.5K | YoY- | |
3 | YoY- | All Managers (Combined) | $1.4K | YoY- | |
5 | YoY- | All Managers (Combined) | $1.4K | YoY- | |
Walt Disney Co(DIScusip254687106) | 14 | YoY- | All Managers (Combined) | $1.3K | YoY- |
Trade Desk, Inc.(TTDcusip88339J105) | 12 | YoY- | All Managers (Combined) | $1.3K | YoY- |
8 | YoY- | All Managers (Combined) | $1.3K | YoY- | |
16 | YoY- | All Managers (Combined) | $1.2K | YoY- | |
4 | YoY- | All Managers (Combined) | $1.1K | YoY- | |
7 | YoY- | All Managers (Combined) | $1.1K | YoY- | |
Adobe Inc.(ADBEcusip00724F101) | 2 | YoY- | All Managers (Combined) | $1.0K | YoY- |
4 | YoY- | All Managers (Combined) | $1.0K | YoY- | |
Airbnb, Inc.(ABNBcusip009066101) | 8 | YoY- | All Managers (Combined) | $1.0K | YoY- |
Astrazeneca Plc(AZNcusip046353108) | 13 | YoY- | All Managers (Combined) | $1.0K | YoY- |
Eaton Corp Plc(ETNcusipG29183103) | 3 | YoY- | All Managers (Combined) | $995 | YoY- |
Moodys Corp /De/(MCOcusip615369105) | 2 | QoQ -93.54% (-29)YoY- | All Managers (Combined) | $950 | YoY- |