Systm Wealth Solutions LLC Portfolio Holdings

Systm Wealth Solutions LLC

  • $3.29 Billion
  • Q3 2024

Systm Wealth Solutions LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.29 Billion distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Unitedhealth Group Inc with a value of $173M, Hershey CO with a value of $168M, Elevance Health, Inc. with a value of $155M, Automatic Data Processing Inc with a value of $153M, and Microsoft Corp with a value of $149M.

Examining the 13F form we can see an decrease of $445B in the current position value, from $448B to 3.29B.

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 $3.29 Billion
Financial Services: $855 Million
Healthcare: $626 Million
Technology: $455 Million
Consumer Defensive: $419 Million
Industrials: $366 Million
Consumer Cyclical: $167 Million
Real Estate: $112 Million
ETFs: $104 Million
Other: $90 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $3.29 Billion
  • Prior Value $448 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
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