Systm Wealth Solutions LLC Portfolio Holdings
Systm Wealth Solutions LLC
- $448 Billion
- Q2 2024
Systm Wealth Solutions LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $448 Billion distributed in 660 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $21.3B, Alphabet Inc. with a value of $9.18B, Unitedhealth Group Inc with a value of $8.56B, Pepsico Inc with a value of $7.88B, and Abb Vie Inc. with a value of $7.86B.
Examining the 13F form we can see an decrease of $343B in the current position value, from $791B to 448B.
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.
Portfolio value
$448 Billion
Technology: $118 Billion
Financial Services: $78.6 Billion
Healthcare: $72.6 Billion
Industrials: $55.4 Billion
Consumer Cyclical: $36.8 Billion
Consumer Defensive: $33.1 Billion
Communication Services: $19.7 Billion
Real Estate: $13.5 Billion
Other: $17.8 Billion
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 660
- Current Value $448 Billion
- Prior Value $791 Billion
- Filing
- Period Q2 2024
- Filing Date August 12, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 33 stocks
- Additional Purchases 116 stocks
- Sold out of 0 stocks
- Reduced holdings in 365 stocks