SYSTM Wealth Solutions LLC historic quarter change: USA Stocks, New
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.
- Q3 2024: Stock FERG; Country of operation —; Class COMMON STOCK NEW; Shares before 0.
- Q2 2024: Stock VRT; Country of operation United States; Class COM CL A; Shares before 0.
- Q2 2024: Stock SPOT; Country of operation —; Class SHS; Shares before 0.
- Q2 2024: Stock SOLV; Country of operation United States; Class COM SHS; Shares before 0.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Q3 2024 | FERG FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 0 | 504 | +504 | $0 | $100,478 | +$100,478 | 2024-11-14 | |
| Q2 2024 | VRT VERTIV HOLDINGS CO | United States | COM CL A | 0 | 12,552 | +12,552 | $0 | $1,086,627 | +$1,086,627 | 2024-08-12 |
| Q2 2024 | SPOT SPOTIFY TECHNOLOGY S A | SHS | 0 | 330 | +330 | $0 | $103,551 | +$103,551 | 2024-08-12 | |
| Q2 2024 | SOLV SOLVENTUM CORP | United States | COM SHS | 0 | 1,391 | +1,391 | $0 | $73,557 | +$73,557 | 2024-08-12 |
| Q2 2024 | COR CENCORA INC | United States | COM | 0 | 160 | +160 | $0 | $36,019 | +$36,019 | 2024-08-12 |
| Q2 2024 | RHP RYMAN HOSPITALITY PPTYS INC | United States | COM | 0 | 315 | +315 | $0 | $31,765 | +$31,765 | 2024-08-12 |
| Q2 2024 | DB DEUTSCHE BANK A G | NAMEN AKT | 0 | 1,935 | +1,935 | $0 | $30,837 | +$30,837 | 2024-08-12 | |
| Q2 2024 | SFM SPROUTS FMRS MKT INC | United States | COM | 0 | 170 | +170 | $0 | $14,223 | +$14,223 | 2024-08-12 |
| Q2 2024 | STRL STERLING INFRASTRUCTURE INC | United States | COM | 0 | 116 | +116 | $0 | $13,728 | +$13,728 | 2024-08-12 |
| Q2 2024 | VECO VEECO INSTRS INC DEL | United States | COM | 0 | 260 | +260 | $0 | $12,145 | +$12,145 | 2024-08-12 |
| Q2 2024 | CSW CSW INDUSTRIALS INC | United States | COM | 0 | 43 | +43 | $0 | $11,409 | +$11,409 | 2024-08-12 |
| Q2 2024 | RDNT RADNET INC | United States | COM | 0 | 193 | +193 | $0 | $11,372 | +$11,372 | 2024-08-12 |
| Q2 2024 | ALKT ALKAMI TECHNOLOGY INC | United States | COM | 0 | 395 | +395 | $0 | $11,250 | +$11,250 | 2024-08-12 |
| Q2 2024 | LMB LIMBACH HLDGS INC | United States | COM | 0 | 165 | +165 | $0 | $9,394 | +$9,394 | 2024-08-12 |
| Q2 2024 | EQH EQUITABLE HLDGS INC | United States | COM | 0 | 226 | +226 | $0 | $9,235 | +$9,235 | 2024-08-12 |
| Q2 2024 | CYTK CYTOKINETICS INC | United States | COM NEW | 0 | 160 | +160 | $0 | $8,669 | +$8,669 | 2024-08-12 |
| Q2 2024 | DDOG DATADOG INC | United States | CL A COM | 0 | 65 | +65 | $0 | $8,430 | +$8,430 | 2024-08-12 |
| Q2 2024 | MIR MIRION TECHNOLOGIES INC | United States | COM CL A | 0 | 697 | +697 | $0 | $7,486 | +$7,486 | 2024-08-12 |
| Q2 2024 | VSTS VESTIS CORPORATION | United States | COM SHS | 0 | 515 | +515 | $0 | $6,299 | +$6,299 | 2024-08-12 |
| Q2 2024 | MZTI LANCASTER COLONY CORP | United States | COM | 0 | 31 | +31 | $0 | $5,859 | +$5,859 | 2024-08-12 |
| Q2 2024 | LH LABCORP HOLDINGS INC | United States | COM SHS | 0 | 25 | +25 | $0 | $5,088 | +$5,088 | 2024-08-12 |
| Q2 2024 | MMYT MAKEMYTRIP LIMITED MAURITIUS | SHS | 0 | 33 | +33 | $0 | $2,776 | +$2,776 | 2024-08-12 | |
| Q2 2024 | AL AIR LEASE CORP | United States | CL A | 0 | 33 | +33 | $0 | $1,574 | +$1,574 | 2024-08-12 |
| Q2 2024 | RCL ROYAL CARIBBEAN GROUP | United States | COM | 0 | 9 | +9 | $0 | $1,435 | +$1,435 | 2024-08-12 |
| Q2 2024 | CLH CLEAN HARBORS INC | United States | COM | 0 | 6 | +6 | $0 | $1,357 | +$1,357 | 2024-08-12 |
| Q2 2024 | CASY CASEYS GEN STORES INC | United States | COM | 0 | 3 | +3 | $0 | $1,145 | +$1,145 | 2024-08-12 |
| Q2 2024 | HSIC HENRY SCHEIN INC | United States | COM | 0 | 13 | +13 | $0 | $834 | +$834 | 2024-08-12 |
| Q2 2024 | PWR QUANTA SVCS INC | United States | COM | 0 | 2 | +2 | $0 | $509 | +$509 | 2024-08-12 |
| Q2 2024 | CHRW C H ROBINSON WORLDWIDE INC | United States | COM NEW | 0 | 0 | 0 | $0 | $14 | +$14 | 2024-08-12 |
| Q1 2024 | HSY HERSHEY CO | United States | COM | 0 | 31,844 | +31,844 | $0 | $6,193,583 | +$6,193,583 | 2024-04-26 |
| Q1 2024 | VLO VALERO ENERGY CORP | United States | COM | 0 | 14,230 | +14,230 | $0 | $2,428,919 | +$2,428,919 | 2024-04-26 |
| Q1 2024 | CPAY CORPAY INC | United States | COM SHS | 0 | 7,239 | +7,239 | $0 | $2,233,522 | +$2,233,522 | 2024-04-26 |
| Q1 2024 | BSX BOSTON SCIENTIFIC CORP | United States | COM | 0 | 17,063 | +17,063 | $0 | $1,168,645 | +$1,168,645 | 2024-04-26 |
| Q1 2024 | EOG EOG RES INC | United States | COM | 0 | 3,807 | +3,807 | $0 | $486,687 | +$486,687 | 2024-04-26 |
| Q1 2024 | NCNO NCINO INC | United States | COM | 0 | 10,234 | +10,234 | $0 | $382,547 | +$382,547 | 2024-04-26 |
| Q1 2024 | DFH DREAM FINDERS HOMES INC | United States | COM CL A | 0 | 7,612 | +7,612 | $0 | $332,873 | +$332,873 | 2024-04-26 |
| Q1 2024 | AS AMER SPORTS INC | Cayman Islands | COM SHS | 0 | 19,591 | +19,591 | $0 | $319,334 | +$319,334 | 2024-04-26 |
| Q1 2024 | AVT AVNET INC | United States | COM | 0 | 5,529 | +5,529 | $0 | $274,128 | +$274,128 | 2024-04-26 |
| Q1 2024 | USPH U S PHYSICAL THERAPY | United States | COM | 0 | 2,372 | +2,372 | $0 | $268,716 | +$268,716 | 2024-04-26 |
| Q1 2024 | FDS FACTSET RESH SYS INC | United States | COM | 0 | 554 | +554 | $0 | $251,733 | +$251,733 | 2024-04-26 |
| Q1 2024 | RVLV REVOLVE GROUP INC | United States | CL A | 0 | 10,215 | +10,215 | $0 | $216,252 | +$216,252 | 2024-04-26 |
| Q1 2024 | MAX MEDIAALPHA INC | United States | CL A | 0 | 8,736 | +8,736 | $0 | $177,953 | +$177,953 | 2024-04-26 |
| Q1 2024 | NRC NATIONAL RESH CORP | United States | COM NEW | 0 | 4,267 | +4,267 | $0 | $169,520 | +$169,520 | 2024-04-26 |
| Q1 2024 | OFLX OMEGA FLEX INC | United States | COM | 0 | 1,749 | +1,749 | $0 | $124,057 | +$124,057 | 2024-04-26 |
| Q1 2024 | OLO OLO INC | United States | CL A | 0 | 19,389 | +19,389 | $0 | $106,446 | +$106,446 | 2024-04-26 |
| Q1 2024 | AN AUTONATION INC | United States | COM | 0 | 578 | +578 | $0 | $95,706 | +$95,706 | 2024-04-26 |
| Q1 2024 | HLLY HOLLEY INC | United States | COM | 0 | 20,265 | +20,265 | $0 | $90,382 | +$90,382 | 2024-04-26 |
| Q1 2024 | PSMT PRICESMART INC | United States | COM | 0 | 1,014 | +1,014 | $0 | $85,176 | +$85,176 | 2024-04-26 |
| Q1 2024 | NOV NOV INC | United States | COM | 0 | 3,972 | +3,972 | $0 | $77,542 | +$77,542 | 2024-04-26 |
| Q1 2024 | SDHC SMITH DOUGLAS HOMES CORP | United States | COM SHS CL A | 0 | 2,557 | +2,557 | $0 | $75,943 | +$75,943 | 2024-04-26 |
| Q1 2024 | COO COOPER COS INC | United States | COM | 0 | 636 | +636 | $0 | $64,531 | +$64,531 | 2024-04-26 |
| Q1 2024 | RPC P10 INC | United States | COM CL A | 0 | 5,830 | +5,830 | $0 | $49,089 | +$49,089 | 2024-04-26 |
| Q1 2024 | LAZ LAZARD INC | COM | 0 | 1,136 | +1,136 | $0 | $47,564 | +$47,564 | 2024-04-26 | |
| Q1 2024 | NVEC NVE CORP | United States | COM NEW | 0 | 525 | +525 | $0 | $47,345 | +$47,345 | 2024-04-26 |
| Q1 2024 | CMC COMMERCIAL METALS CO | United States | COM | 0 | 740 | +740 | $0 | $43,500 | +$43,500 | 2024-04-26 |
| Q1 2024 | HCC WARRIOR MET COAL INC | United States | COM | 0 | 635 | +635 | $0 | $38,545 | +$38,545 | 2024-04-26 |
| Q1 2024 | BRC BRADY CORP | United States | CL A | 0 | 586 | +586 | $0 | $34,739 | +$34,739 | 2024-04-26 |
| Q1 2024 | CG CARLYLE GROUP INC | United States | COM | 0 | 719 | +719 | $0 | $33,729 | +$33,729 | 2024-04-26 |
| Q1 2024 | NNN NNN REIT INC | United States | COM | 0 | 563 | +563 | $0 | $24,063 | +$24,063 | 2024-04-26 |
| Q1 2024 | FROG JFROG LTD | United States | ORD SHS | 0 | 409 | +409 | $0 | $18,086 | +$18,086 | 2024-04-26 |
| Q1 2024 | MTRN MATERION CORP | United States | COM | 0 | 132 | +132 | $0 | $17,392 | +$17,392 | 2024-04-26 |
| Q1 2024 | KRUS KURA SUSHI USA INC | United States | CL A COM | 0 | 131 | +131 | $0 | $15,086 | +$15,086 | 2024-04-26 |
| Q1 2024 | AHR AMERICAN HEALTHCARE REIT INC | United States | COM SHS | 0 | 987 | +987 | $0 | $14,775 | +$14,775 | 2024-04-26 |
| Q1 2024 | FRSH FRESHWORKS INC | United States | CLASS A COM | 0 | 793 | +793 | $0 | $14,441 | +$14,441 | 2024-04-26 |
| Q1 2024 | WY WEYERHAEUSER CO MTN BE | United States | COM NEW | 0 | 387 | +387 | $0 | $13,898 | +$13,898 | 2024-04-26 |
| Q1 2024 | MOD MODINE MFG CO | United States | COM | 0 | 139 | +139 | $0 | $13,232 | +$13,232 | 2024-04-26 |
| Q1 2024 | WTFC WINTRUST FINL CORP | United States | COM | 0 | 123 | +123 | $0 | $12,840 | +$12,840 | 2024-04-26 |
| Q1 2024 | TBBK BANCORP INC DEL | United States | COM | 0 | 307 | +307 | $0 | $10,273 | +$10,273 | 2024-04-26 |
| Q1 2024 | SOFI SOFI TECHNOLOGIES INC | United States | COM | 0 | 848 | +848 | $0 | $6,191 | +$6,191 | 2024-04-26 |
| Q1 2024 | NXT NEXTRACKER INC | United States | CLASS A COM | 0 | 102 | +102 | $0 | $5,740 | +$5,740 | 2024-04-26 |
| Q1 2024 | CEG CONSTELLATION ENERGY CORP | United States | COM | 0 | 29 | +29 | $0 | $5,361 | +$5,361 | 2024-04-26 |
| Q1 2024 | BXP BOSTON PROPERTIES INC | United States | COM | 0 | 67 | +67 | $0 | $4,423 | +$4,423 | 2024-04-26 |
| Q1 2024 | SNPS SYNOPSYS INC | United States | COM | 0 | 6 | +6 | $0 | $3,429 | +$3,429 | 2024-04-26 |
| Q1 2024 | NRG NRG ENERGY INC | United States | COM NEW | 0 | 45 | +45 | $0 | $3,047 | +$3,047 | 2024-04-26 |
| Q1 2024 | PGNY PROGYNY INC | United States | COM | 0 | 64 | +64 | $0 | $2,442 | +$2,442 | 2024-04-26 |
| Q1 2024 | HIMS HIMS & HERS HEALTH INC | United States | COM CL A | 0 | 137 | +137 | $0 | $2,120 | +$2,120 | 2024-04-26 |
| Q1 2024 | ATEC ALPHATEC HLDGS INC | United States | COM NEW | 0 | 121 | +121 | $0 | $1,669 | +$1,669 | 2024-04-26 |
| Q1 2024 | NEO NEOGENOMICS INC | United States | COM NEW | 0 | 102 | +102 | $0 | $1,604 | +$1,604 | 2024-04-26 |
| Q1 2024 | H HYATT HOTELS CORP | United States | COM CL A | 0 | 10 | +10 | $0 | $1,597 | +$1,597 | 2024-04-26 |
| Q1 2024 | TSCO TRACTOR SUPPLY CO | United States | COM | 0 | 6 | +6 | $0 | $1,571 | +$1,571 | 2024-04-26 |
| Q1 2024 | WNS WNS HLDGS LTD | COM SHS | 0 | 30 | +30 | $0 | $1,516 | +$1,516 | 2024-04-26 | |
| Q1 2024 | ELF E L F BEAUTY INC | United States | COM | 0 | 6 | +6 | $0 | $1,177 | +$1,177 | 2024-04-26 |
| Q1 2024 | ECHO ECHOSTAR CORP | United States | CL A | 0 | 82 | +82 | $0 | $1,169 | +$1,169 | 2024-04-26 |
| Q1 2024 | OKTA OKTA INC | United States | CL A | 0 | 10 | +10 | $0 | $1,047 | +$1,047 | 2024-04-26 |
| Q1 2024 | APP APPLOVIN CORP | United States | COM CL A | 0 | 15 | +15 | $0 | $1,039 | +$1,039 | 2024-04-26 |
| Q1 2024 | AGIO AGIOS PHARMACEUTICALS INC | United States | COM | 0 | 35 | +35 | $0 | $1,024 | +$1,024 | 2024-04-26 |
| Q1 2024 | AIZ ASSURANT INC | United States | COM | 0 | 5 | +5 | $0 | $979 | +$979 | 2024-04-26 |
| Q1 2024 | REGN REGENERON PHARMACEUTICALS | United States | COM | 0 | 1 | +1 | $0 | $963 | +$963 | 2024-04-26 |
| Q1 2024 | DOCN DIGITALOCEAN HLDGS INC | United States | COM | 0 | 23 | +23 | $0 | $879 | +$879 | 2024-04-26 |
| Q1 2024 | PLNT PLANET FITNESS INC | United States | CL A | 0 | 14 | +14 | $0 | $877 | +$877 | 2024-04-26 |
| Q1 2024 | STKL SUNOPTA INC | COM | 0 | 111 | +111 | $0 | $763 | +$763 | 2024-04-26 | |
| Q1 2024 | URGN UROGEN PHARMA LTD | COM | 0 | 48 | +48 | $0 | $720 | +$720 | 2024-04-26 | |
| Q1 2024 | MRVI MARAVAI LIFESCIENCES HLDGS I | United States | COM CL A | 0 | 44 | +44 | $0 | $382 | +$382 | 2024-04-26 |
| Q1 2024 | XMTR XOMETRY INC | United States | CLASS A COM | 0 | 17 | +17 | $0 | $288 | +$288 | 2024-04-26 |
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| Not available yet | |||