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Showing Q3 2024 data
SYSTM Wealth Solutions LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
SYSTM Wealth Solutions LLC
•CIK: 1961893•Filing: Q3 2024
**SYSTM Wealth Solutions LLC** manages a $3M AUM across a diversified portfolio of 93 positions. The fund exhibits concentrated exposure to healthcare and technology, with top holdings including UNH, HSY, and ELV, each representing $0.2M allocations. Further significant positions include ADP, MSFT, and ADI, each commanding a $0.1M weighting. This structure suggests a tactical, multi-sector approach targeting established market leaders.
Total AUM
$3.3M
QoQ Performance
-99.3%
Positions
84
Top 10 Concentration
45.5%
Latest Filing
Q3 2024
Top Holdings Allocation
UNH
HSY
UNH5.3%
HSY5.1%
ELV4.7%
ADP4.6%
MSFT4.5%
A4S4.3%
ADI4.3%
NDAQ4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other59.7%
Healthcare14.1%
Consumer Staples7.5%
Technology6.1%
Consumer5.1%
Financial5.0%
Energy2.3%
Communication0.1%
🚪 Exited Positionssold since Q2 2024
+563 more exited positions
Changes from Q2 2024
NEW3 new positions
↑6 increased
↓84 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023