Systelligence, LLC Portfolio Holdings

Systelligence, LLC

  • $378 Million
  • Q3 2024

Systelligence, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $378 Million distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Wellington Fd U S Qua with a value of $17.5M, Invesco Exchange Traded Fd Tr with a value of $16.1M, Fidelity High Dividend ETF with a value of $14.4M, Schwab Fundamental U S Broad M with a value of $14.2M, and Vanguard Value ETF with a value of $14.1M.

Examining the 13F form we can see an increase of $27.1M in the current position value, from $351M to 378M.

Below you can find more details about Systelligence, LLC portfolio as well as his latest detailed transactions.

Portfolio value $378 Million
ETFs: $378 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $378 Million
  • Prior Value $351 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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