13F Filings History of SYSTM Wealth Solutions LLC

Latest 13F report
Q3 2024 - 14 Nov 2024
Value $
$3,294,364
Signature - Title
Willson Rasavongxay - Chief Compliance Officer
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by SYSTM Wealth Solutions LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SYSTM Wealth Solutions LLC reported 93 stock holdings with total value $3,294,364 as of Q3 2024. Top holdings included UNH, HSY, ELV, ADP, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2024 93 $3,294,364 +$128,707 -$451,852,916 -$451,724,209 UNH, HSY, ELV, ADP, MSFT 13F-HR 14 Nov 2024, 06:46
Q2 2024 658 $448,124,604 +$26,214,150 -$353,280,112 -$327,065,962 MSFT, GOOGL, UNH, PEP, ABBV 13F-HR 12 Aug 2024, 09:27
Q1 2024 980 $791,330,336 +$84,916,933 -$71,730,866 +$13,186,067 MSFT, GOOGL, ACN, ABBV, JNJ 13F-HR 26 Apr 2024, 06:11
Q4 2023 1,008 $721,968,795 +$97,382,626 -$86,243,534 +$11,139,092 MSFT, GOOGL, ACN, JNJ, PEP 13F-HR 14 Feb 2024, 10:55
Q3 2023 462 $650,058,996 +$51,069,657 -$114,925,821 -$63,856,164 MSFT, GOOGL, JNJ, ACN, PEP 13F-HR 14 Nov 2023, 09:08
Q2 2023 486 $738,514,767 +$121,067,467 -$62,252,289 +$58,815,178 MSFT, JNJ, AAPL, GOOGL, PEP 13F-HR 14 Aug 2023, 17:20
Q1 2023 464 $649,690,701 +$38,949,835 -$214,650,565 -$175,700,730 MSFT, JNJ, UPS, PEP, ACN 13F-HR 12 May 2023, 09:48
Q4 2022 524 $804,259,187 $0 $0 $0 JNJ, MSFT, UNH, PEP, PFE 13F-HR 10 Feb 2023, 12:39