SEC 13F Intelligence

Systm Wealth Solutions LLC / HD

Systm Wealth Solutions LLC’s Home Depot Inc Position

Does Systm Wealth Solutions LLC own Home Depot Inc (HD)? Yes — 332 shares worth $134,527 (+4.08% of its 13F portfolio) as of Q3 2024, down from 22.0K shares the prior filed quarter.

Position Value
$134,527
Q3 2024
Shares
332
% of Portfolio
+4.08%
Quarters Held
8
currently held

Position History HD

Reported value by quarter
Q4 ’22: $8MQ4 ’22Q1 ’23: $7MQ1 ’23Q2 ’23: $8MQ2 ’23Q3 ’23: $8MQ3 ’23Q4 ’23: $9MQ4 ’23Q1 ’24: $10MQ1 ’24Q2 ’24: $8MQ2 ’24Q3 ’24: $134,527Q3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024332$134,527+4.08%
Q2 202422.0K$8M+1.69%
Q1 202427.1K$10M+1.31%
Q4 202326.6K$9M+1.28%
Q3 202327.2K$8M+1.26%
Q2 202325.7K$8M+1.08%
Q1 202324.6K$7M+1.12%
Q4 202226.3K$8M+1.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Systm Wealth Solutions LLC’s full portfolio or all institutional holders of HD.