SYSTM Wealth Solutions LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 3 quarters from 2023-12-31 to 2024-09-30, SYSTM Wealth Solutions LLC opened 94 positions, added to 417, reduced 678 and sold out of 873.
- Q2 2024: Stock CRWD; Country of operation United States; Class CL A; Shares before 211.
- Q2 2024: Stock NTRA; Country of operation United States; Class COM; Shares before 339.
- Q2 2024: Stock CBZ; Country of operation United States; Class COM; Shares before 240.
- Q2 2024: Stock EXR; Country of operation United States; Class COM; Shares before 1,171.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1961893), 3 quarters: Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-26). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|---|---|---|---|---|---|---|---|---|---|
| Q2 2024 | CRWD CROWDSTRIKE HLDGS INC | United States | CL A | 211 | 4,016 | +3,805 | $67,645 | $1,538,892 | +$1,471,247 | 2024-08-12 |
| Q2 2024 | NTRA NATERA INC | United States | COM | 339 | 12,519 | +12,180 | $31,005 | $1,355,683 | +$1,324,678 | 2024-08-12 |
| Q2 2024 | CBZ CBIZ INC | United States | COM | 240 | 17,564 | +17,324 | $18,840 | $1,301,493 | +$1,282,653 | 2024-08-12 |
| Q2 2024 | EXR EXTRA SPACE STORAGE INC | United States | COM | 1,171 | 8,613 | +7,442 | $172,137 | $1,338,499 | +$1,166,362 | 2024-08-12 |
| Q2 2024 | GWRE GUIDEWIRE SOFTWARE INC | United States | COM | 17,019 | 22,861 | +5,842 | $1,986,288 | $3,152,304 | +$1,166,016 | 2024-08-12 |
| Q2 2024 | TTEK TETRA TECH INC NEW | United States | COM | 200 | 5,559 | +5,359 | $36,947 | $1,136,716 | +$1,099,769 | 2024-08-12 |
| Q2 2024 | AFL AFLAC INC | United States | COM | 43,209 | 53,365 | +10,156 | $3,709,956 | $4,766,056 | +$1,056,100 | 2024-08-12 |
| Q2 2024 | UBER UBER TECHNOLOGIES INC | United States | COM | 49,366 | 64,811 | +15,445 | $3,800,689 | $4,710,468 | +$909,779 | 2024-08-12 |
| Q2 2024 | PANW PALO ALTO NETWORKS INC | United States | COM | 9,550 | 10,662 | +1,112 | $2,713,442 | $3,614,623 | +$901,181 | 2024-08-12 |
| Q2 2024 | SHW SHERWIN WILLIAMS CO | United States | COM | 254 | 3,260 | +3,006 | $88,116 | $972,817 | +$884,701 | 2024-08-12 |
| Q2 2024 | NKE NIKE INC | United States | CL B | 39,996 | 40,170 | +174 | $3,769,090 | $3,034,926 | -$734,164 | 2024-08-12 |
| Q2 2024 | ISRG INTUITIVE SURGICAL INC | United States | COM NEW | 10,501 | 11,001 | +500 | $4,190,845 | $4,893,800 | +$702,955 | 2024-08-12 |
| Q2 2024 | FISV FISERV INC | United States | COM | 15,203 | 20,582 | +5,379 | $2,429,744 | $3,067,542 | +$637,798 | 2024-08-12 |
| Q2 2024 | MSI MOTOROLA SOLUTIONS INC | United States | COM NEW | 8,338 | 9,122 | +784 | $2,962,403 | $3,524,017 | +$561,614 | 2024-08-12 |
| Q2 2024 | MET METLIFE INC | United States | COM | 40,098 | 49,944 | +9,846 | $2,971,630 | $3,505,571 | +$533,941 | 2024-08-12 |
| Q2 2024 | AXON AXON ENTERPRISE INC | United States | COM | 2,066 | 3,844 | +1,778 | $646,411 | $1,131,059 | +$484,648 | 2024-08-12 |
| Q2 2024 | MRSH MARSH & MCLENNAN COS INC | United States | COM | 32,054 | 33,585 | +1,531 | $6,602,387 | $7,076,981 | +$474,594 | 2024-08-12 |
| Q2 2024 | TYL TYLER TECHNOLOGIES INC | United States | COM | 4,309 | 4,579 | +270 | $1,831,369 | $2,302,230 | +$470,861 | 2024-08-12 |
| Q2 2024 | BSX BOSTON SCIENTIFIC CORP | United States | COM | 17,063 | 21,136 | +4,073 | $1,168,645 | $1,627,684 | +$459,039 | 2024-08-12 |
| Q2 2024 | MDB MONGODB INC | United States | CL A | 6,750 | 11,338 | +4,588 | $2,420,820 | $2,834,047 | +$413,227 | 2024-08-12 |
| Q2 2024 | POOL POOL CORP | United States | COM | 6,962 | 7,826 | +864 | $2,809,221 | $2,405,266 | -$403,955 | 2024-08-12 |
| Q2 2024 | BAH BOOZ ALLEN HAMILTON HLDG COR | United States | CL A | 27,814 | 29,211 | +1,397 | $4,128,671 | $4,495,507 | +$366,836 | 2024-08-12 |
| Q2 2024 | ETN EATON CORP PLC | SHS | 1,137 | 2,246 | +1,109 | $355,665 | $704,292 | +$348,627 | 2024-08-12 | |
| Q2 2024 | LULU LULULEMON ATHLETICA INC | COM | 4,127 | 4,319 | +192 | $1,612,213 | $1,290,086 | -$322,127 | 2024-08-12 | |
| Q2 2024 | DXCM DEXCOM INC | United States | COM | 22,857 | 25,201 | +2,344 | $3,170,266 | $2,857,290 | -$312,976 | 2024-08-12 |
| Q2 2024 | TREX TREX CO INC | United States | COM | 19,634 | 22,708 | +3,074 | $1,958,492 | $1,683,117 | -$275,375 | 2024-08-12 |
| Q2 2024 | CMG CHIPOTLE MEXICAN GRILL INC | United States | COM | 1,156 | 49,380 | +48,224 | $3,360,227 | $3,093,658 | -$266,569 | 2024-08-12 |
| Q2 2024 | XOMXXXX EXXON MOBIL CORP | COM | 4,352 | 6,462 | +2,110 | $505,906 | $743,903 | +$237,997 | 2024-08-12 | |
| Q2 2024 | CSGP COSTAR GROUP INC | United States | COM | 32,381 | 39,979 | +7,598 | $3,128,005 | $2,964,044 | -$163,961 | 2024-08-12 |
| Q2 2024 | IDXX IDEXX LABS INC | United States | COM | 5,379 | 5,663 | +284 | $2,904,284 | $2,759,014 | -$145,270 | 2024-08-12 |
| Q2 2024 | CPNG COUPANG INC | United States | CL A | 202 | 5,302 | +5,100 | $3,594 | $111,077 | +$107,483 | 2024-08-12 |
| Q2 2024 | INTC INTEL CORP | United States | COM | 11,525 | 13,029 | +1,504 | $509,076 | $403,506 | -$105,570 | 2024-08-12 |
| Q2 2024 | DECK DECKERS OUTDOOR CORP | United States | COM | 945 | 1,023 | +78 | $889,491 | $990,213 | +$100,722 | 2024-08-12 |
| Q2 2024 | VLO VALERO ENERGY CORP | United States | COM | 14,230 | 14,891 | +661 | $2,428,919 | $2,334,269 | -$94,650 | 2024-08-12 |
| Q2 2024 | GWW GRAINGER W W INC | United States | COM | 730 | 739 | +9 | $742,768 | $666,973 | -$75,795 | 2024-08-12 |
| Q2 2024 | HSY HERSHEY CO | United States | COM | 31,844 | 33,322 | +1,478 | $6,193,583 | $6,125,543 | -$68,040 | 2024-08-12 |
| Q2 2024 | CPRT COPART INC | United States | COM | 18,069 | 18,075 | +6 | $1,046,557 | $978,942 | -$67,615 | 2024-08-12 |
| Q2 2024 | TSN TYSON FOODS INC | United States | CL A | 65 | 1,083 | +1,018 | $3,818 | $61,883 | +$58,065 | 2024-08-12 |
| Q2 2024 | AVY AVERY DENNISON CORP | United States | COM | 30,115 | 30,515 | +400 | $6,723,172 | $6,672,058 | -$51,114 | 2024-08-12 |
| Q2 2024 | AVB AVALONBAY CMNTYS INC | United States | COM | 1,806 | 1,855 | +49 | $337,082 | $385,742 | +$48,660 | 2024-08-12 |
| Q2 2024 | NVDA NVIDIA CORPORATION | United States | COM | 3,662 | 26,404 | +22,742 | $3,308,628 | $3,261,922 | -$46,706 | 2024-08-12 |
| Q2 2024 | SRE SEMPRA | United States | COM | 6,183 | 6,437 | +254 | $445,907 | $491,434 | +$45,527 | 2024-08-12 |
| Q2 2024 | COF CAPITAL ONE FINL CORP | United States | COM | 4,078 | 4,143 | +65 | $607,174 | $573,647 | -$33,527 | 2024-08-12 |
| Q2 2024 | GIL GILDAN ACTIVEWEAR INC | COM | 2,035 | 2,709 | +674 | $75,901 | $102,728 | +$26,827 | 2024-08-12 | |
| Q2 2024 | VTRS VIATRIS INC | United States | COM | 19,325 | 19,435 | +110 | $230,741 | $206,595 | -$24,146 | 2024-08-12 |
| Q2 2024 | RJF RAYMOND JAMES FINL INC | United States | COM | 41,216 | 43,067 | +1,851 | $5,300,982 | $5,323,556 | +$22,574 | 2024-08-12 |
| Q2 2024 | URI UNITED RENTALS INC | United States | COM | 1,069 | 1,163 | +94 | $770,673 | $752,147 | -$18,526 | 2024-08-12 |
| Q2 2024 | INSM INSMED INC | United States | COM PAR $.01 | 84 | 262 | +178 | $2,279 | $17,554 | +$15,275 | 2024-08-12 |
| Q2 2024 | UNP UNION PAC CORP | United States | COM | 1,205 | 1,247 | +42 | $296,247 | $282,125 | -$14,122 | 2024-08-12 |
| Q2 2024 | EQIX EQUINIX INC | United States | COM | 234 | 238 | +4 | $193,143 | $180,153 | -$12,990 | 2024-08-12 |
| Q2 2024 | H HYATT HOTELS CORP | United States | COM CL A | 10 | 85 | +75 | $1,597 | $12,914 | +$11,317 | 2024-08-12 |
| Q2 2024 | STM STMICROELECTRONICS N V | NY REGISTRY | 2,889 | 2,897 | +8 | $124,929 | $113,946 | -$10,983 | 2024-08-12 | |
| Q2 2024 | AGCO AGCO CORP | United States | COM | 511 | 534 | +23 | $62,864 | $52,268 | -$10,596 | 2024-08-12 |
| Q2 2024 | HQY HEALTHEQUITY INC | United States | COM | 28 | 126 | +98 | $2,286 | $10,862 | +$8,576 | 2024-08-12 |
| Q2 2024 | NNN NNN REIT INC | United States | COM | 563 | 741 | +178 | $24,063 | $31,567 | +$7,504 | 2024-08-12 |
| Q2 2024 | PYPL PAYPAL HLDGS INC | United States | COM | 330 | 497 | +167 | $22,107 | $28,841 | +$6,734 | 2024-08-12 |
| Q2 2024 | BDX BECTON DICKINSON & CO | United States | COM | 1,699 | 1,771 | +72 | $420,477 | $413,819 | -$6,658 | 2024-08-12 |
| Q2 2024 | XPO XPO INC | United States | COM | 153 | 234 | +81 | $18,671 | $24,840 | +$6,169 | 2024-08-12 |
| Q2 2024 | WY WEYERHAEUSER CO MTN BE | United States | COM NEW | 387 | 680 | +293 | $13,898 | $19,306 | +$5,408 | 2024-08-12 |
| Q2 2024 | ELF E L F BEAUTY INC | United States | COM | 6 | 31 | +25 | $1,177 | $6,533 | +$5,356 | 2024-08-12 |
| Q2 2024 | PPLI IAC INC | United States | COM NEW | 965 | 996 | +31 | $51,474 | $46,663 | -$4,811 | 2024-08-12 |
| Q2 2024 | ITW ILLINOIS TOOL WKS INC | United States | COM | 136 | 137 | +1 | $36,564 | $32,406 | -$4,158 | 2024-08-12 |
| Q2 2024 | HONZZZZ HONEYWELL INTL INC | COM | 263 | 270 | +7 | $53,944 | $57,735 | +$3,791 | 2024-08-12 | |
| Q2 2024 | LBRDK LIBERTY BROADBAND CORP | United States | COM SER C | 92 | 160 | +68 | $5,266 | $8,772 | +$3,506 | 2024-08-12 |
| Q2 2024 | JEF JEFFERIES FINL GROUP INC | United States | COM | 226 | 268 | +42 | $9,967 | $13,336 | +$3,369 | 2024-08-12 |
| Q2 2024 | COLD AMERICOLD REALTY TRUST INC | United States | COM | 1,886 | 1,954 | +68 | $47,259 | $50,283 | +$3,024 | 2024-08-12 |
| Q2 2024 | PDFS PDF SOLUTIONS INC | United States | COM | 229 | 292 | +63 | $7,711 | $10,623 | +$2,912 | 2024-08-12 |
| Q2 2024 | NEOG NEOGEN CORP | United States | COM | 756 | 928 | +172 | $11,930 | $14,505 | +$2,575 | 2024-08-12 |
| Q2 2024 | CNH CNH INDL N V | SHS | 636 | 1,067 | +431 | $8,243 | $10,809 | +$2,566 | 2024-08-12 | |
| Q2 2024 | TFII TFI INTL INC | COM | 305 | 319 | +14 | $48,733 | $46,291 | -$2,442 | 2024-08-12 | |
| Q2 2024 | FRPT FRESHPET INC | United States | COM | 137 | 139 | +2 | $15,873 | $17,986 | +$2,113 | 2024-08-12 |
| Q2 2024 | BAX BAXTER INTL INC | United States | COM | 256 | 387 | +131 | $11,016 | $13,058 | +$2,042 | 2024-08-12 |
| Q2 2024 | TKO TKO GROUP HOLDINGS INC | United States | CL A | 55 | 62 | +7 | $4,753 | $6,696 | +$1,943 | 2024-08-12 |
| Q2 2024 | WTFC WINTRUST FINL CORP | United States | COM | 123 | 147 | +24 | $12,840 | $14,489 | +$1,649 | 2024-08-12 |
| Q2 2024 | PCOR PROCORE TECHNOLOGIES INC | United States | COM | 268 | 354 | +86 | $22,022 | $23,474 | +$1,452 | 2024-08-12 |
| Q2 2024 | JAZZ JAZZ PHARMACEUTICALS PLC | SHS USD | 28 | 45 | +17 | $3,372 | $4,803 | +$1,431 | 2024-08-12 | |
| Q2 2024 | NE NOBLE CORP PLC | United States | ORD SHS A | 13 | 42 | +29 | $631 | $1,876 | +$1,245 | 2024-08-12 |
| Q2 2024 | FTI TECHNIPFMC PLC | United Kingdom | COM | 1,138 | 1,139 | +1 | $28,576 | $29,772 | +$1,196 | 2024-08-12 |
| Q2 2024 | NDAQ NASDAQ INC | United States | COM | 87,303 | 91,437 | +4,134 | $5,508,801 | $5,509,987 | +$1,186 | 2024-08-12 |
| Q2 2024 | TSCO TRACTOR SUPPLY CO | United States | COM | 6 | 10 | +4 | $1,571 | $2,700 | +$1,129 | 2024-08-12 |
| Q2 2024 | FWONK LIBERTY MEDIA CORP DEL | United States | COM LBTY ONE S C | 73 | 81 | +8 | $4,789 | $5,820 | +$1,031 | 2024-08-12 |
| Q2 2024 | STT STATE STR CORP | United States | COM | 297 | 300 | +3 | $23,202 | $22,208 | -$994 | 2024-08-12 |
| Q2 2024 | BXP BOSTON PROPERTIES INC | United States | COM | 67 | 86 | +19 | $4,423 | $5,360 | +$937 | 2024-08-12 |
| Q2 2024 | SCI SERVICE CORP INTL | United States | COM | 298 | 299 | +1 | $22,091 | $21,263 | -$828 | 2024-08-12 |
| Q2 2024 | WBD WARNER BROS DISCOVERY INC | United States | COM SER A | 460 | 649 | +189 | $4,016 | $4,829 | +$813 | 2024-08-12 |
| Q2 2024 | TRNO TERRENO RLTY CORP | United States | COM | 1,129 | 1,254 | +125 | $75,255 | $74,566 | -$689 | 2024-08-12 |
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