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| Systm Wealth Solutions LLC
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|---|---|
| CRD # | 321267 |
| SEC # | 801-126218 |
| CIK # | 0001961893 |
| AUM | $839.2 MM (2024-03-29) |
| Employees | 1 (0% Investors, 100% Brokers) |
| Phone | 312-236-1600 |
| Address | 150 N Riverside Plaza Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 21.3 | |
| GOOGL | 1,475,138.5 | 9.2 | |
| UNH | 477,004.0 | 8.6 | |
| PEP | 226,773.9 | 7.9 | |
| ABBV | 269,466.6 | 7.9 | |
| ADP | 89,423.0 | 7.7 | |
| HD | 277,648.0 | 7.6 | |
| AMZN | 1,092,997.8 | 7.4 | |
| ELV | 114,054.8 | 7.4 | |
| AAPL | 2,382,844.0 | 7.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,256 | 735.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 58 | 104.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,315 | 839.2 |
| By Discretionary | ||
| Discretionary | 1,315 | 839.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,315 | 839.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 839.2 | |
| Total | 1,315 | 839.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001961893] |
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|---|---|---|
|
Southern Financial Group LLC
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|
AL | 0.9 |
|
American Financial Advisors LLC
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GA | 0.9 |
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Baseline Wealth Management Ltd
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0.9 | |
|
Chemistry Wealth Management LLC
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NY | 0.8 |
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Smith Brothers Financial LLC
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CT | 0.8 |
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Barton Investment Management LLC
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PA | 0.8 |
|
Geometric Wealth Advisors LLC
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DC | 0.8 |
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Penn Davis McFarland Inc
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TX | 0.8 |
|
McGowan Group Asset Management Inc
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TX | 0.8 |
|
JLB & Associates Inc
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MI | 0.8 |