Systm Wealth Solutions LLC Portfolio Holdings
Systm Wealth Solutions LLC
- $791 Billion
- Q1 2024
Systm Wealth Solutions LLC has filed its 13F form on April 26, 2024 for Q1 2024 where it was disclosed a total value porftolio of $791 Billion distributed in 982 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $26.9B, Alphabet Inc. with a value of $14.8B, Accenture PLC with a value of $13.4B, Abb Vie Inc. with a value of $11.8B, and Johnson & Johnson with a value of $11.6B.
Examining the 13F form we can see an increase of $69.4B in the current position value, from $722B to 791B. Also it can be appreciated an additional of 75 stocks purchases and 1 closed positions.
Systm Wealth Solutions LLC is based out at Chicago, IL
Below you can find more details about Systm Wealth Solutions LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 982
- Current Value $791 Billion
- Prior Value $722 Billion
- Filing
- Period Q1 2024
- Filing Date April 26, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 75 stocks
- Additional Purchases 354 stocks
- Sold out of 1 stocks
- Reduced holdings in 369 stocks