Systm Wealth Solutions LLC Reduced Holdings in Q3 2024

Systm Wealth Solutions LLC

  • $3.29 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AZN
Astrazeneca PLC

Healthcare
-10.1K
- 99.87%
$76.67 - $87.62 $773K - $883K
13 $1.01M
AMD
Advanced Micro Devices Inc

Technology
-4.75K
- 99.83%
$128.67 - $183.96 $611K - $874K
8 $1.31M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-723
- 99.72%
$1015.62 - $1159.62 $734K - $838K
2 $2.3M
ETN
Eaton Corp PLC

Industrials
-2.24K
- 99.87%
$272.52 - $333.02 $611K - $747K
3 $995K
ASML
Asml Holding Nv

Technology
-577
- 99.65%
$749.82 - $1098.95 $433K - $634K
2 $1.67M
DIS
Walt Disney CO

Communication Services
-3.46K
- 99.6%
$85.6 - $98.61 $296K - $341K
14 $1.35M
NU
Nu Holdings Ltd.

Financial Services
-10.6K
- 99.74%
$10.71 - $15.14 $113K - $160K
28 $383K
BA
Boeing CO

Industrials
-729
- 99.05%
$152.04 - $190.6 $111K - $139K
7 $1.07M
GOOG
Alphabet Inc.

Communication Services
-670
- 96.26%
$149.54 - $192.66 $100K - $129K
26 $4.35M
ADBE
Adobe Inc.

Technology
-208
- 99.05%
$508.13 - $586.55 $106K - $122K
2 $1.04M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-171
- 98.28%
$460.0 - $505.78 $78.7K - $86.5K
3 $1.4M
CRM
Salesforce, Inc.

Technology
-243
- 99.18%
$238.42 - $276.53 $57.9K - $67.2K
2 $548K
TSLA
Tesla, Inc.

Consumer Cyclical
-236
- 95.93%
$191.76 - $263.26 $45.3K - $62.1K
10 $2.62M
SNOW
Snowflake Inc.

Technology
-174
- 97.75%
$108.56 - $143.02 $18.9K - $24.9K
4 $460K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-106
- 96.36%
$201.82 - $234.36 $21.4K - $24.8K
4 $922K
WMT
Walmart Inc.

Consumer Defensive
-317
- 96.65%
$66.91 - $81.4 $21.2K - $25.8K
11 $889K
TTD
Trade Desk, Inc.

Technology
-130
- 91.55%
$83.08 - $110.79 $10.8K - $14.4K
12 $1.32M
MCO
Moodys Corp

Financial Services
-29
- 93.55%
$421.49 - $494.67 $12.2K - $14.3K
2 $950K
GE
General Electric CO

Industrials
-61
- 92.42%
$156.66 - $189.66 $9.56K - $11.6K
5 $945K
MAR
Marriott International Inc

Consumer Cyclical
-33
- 94.29%
$211.35 - $255.11 $6.97K - $8.42K
2 $498K
DDOG
Datadog, Inc.

Technology
-59
- 90.77%
$104.97 - $134.56 $6.19K - $7.94K
6 $691K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-80
- 54.05%
$100.75 - $111.62 $8.06K - $8.93K
68 $7.45M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-98
- 23.67%
$44.13 - $47.01 $4.32K - $4.61K
316 $14.7M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-57
- 39.86%
$37.37 - $41.82 $2.13K - $2.38K
86 $3.56M
IXJ
Ishares Global Healthcare ETF

ETFs
-23
- 37.7%
$91.63 - $101.25 $2.11K - $2.33K
38 $3.71M
VTV
Vanguard Value ETF

ETFs
-13
- 19.7%
$159.75 - $174.57 $2.08K - $2.27K
53 $9.21M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-24
- 34.78%
$48.27 - $49.33 $1.16K - $1.18K
45 $2.22M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-25
- 21.19%
$41.02 - $46.01 $1.03K - $1.15K
93 $4.25M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-8
- 19.51%
$125.95 - $142.04 $1.01K - $1.14K
33 $4.63M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
-29
- 16.86%
$18.55 - $19.57 $538 - $568
143 $2.74M
XLE
Energy Sector Spdr

ETFs
-4
- 16.0%
$84.35 - $93.39 $337 - $374
21 $1.83M
XLF
Financial Sector Spdr

ETFs
-9
- 16.98%
$40.84 - $45.74 $368 - $412
44 $1.99M
BAR
Granite Shares Gold Trust

ETFs
-20
- 13.51%
$23.01 - $26.37 $460 - $527
128 $3.33M
Activity Summary
Buys All Purchases 9 New Holdings 3 Increased Positions 6 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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