CUSTOM INDEX SYSTEMS, LLC

13F Filings History

Latest 13F report: Q4 2024 - Jan 23, 2025
Value $: $186M
Signature - Title: Maria Lee - Chief Compliance Officer
Location: New York, NY
Summary: This page shows a list of all the recent 13F filings made by CUSTOM INDEX SYSTEMS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CUSTOM INDEX SYSTEMS, LLC reported 251 stock holdings with total value $186M as of Q4 2024. Top holdings included AAPL, NVDA, IWF, IVW, and MSFT.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	251	$186M	+$23M	-$19.8M	+$3.23M	AAPL, NVDA, IWF, IVW, MSFT	13F-HR	1/23/2025, 05:15 PM
Q3 2024	236	$185M	+$48.6M	-$43.6M	+$5.03M	AAPL, NVDA, IWF, IVW, FTRB	13F-HR	10/24/2024, 04:51 PM
Q2 2024	244	$174M	+$40.9M	-$43.1M	-$2.15M	AAPL, IWF, NVDA, IVW, IWD	13F-HR	8/6/2024, 04:20 PM
Q1 2024	242	$175M	+$52.7M	-$46.2M	+$6.52M	AAPL, IWF, IWD, IVE, IWS	13F-HR	5/14/2024, 03:59 PM
Q4 2023	236	$162M				AAPL, IWF, IWS, IWD, SPY	13F-HR	1/26/2024, 04:28 PM