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Size ($ in 1000's)
At 03/31/2024: $791,344
At 12/31/2023: $721,843
SYSTM Wealth Solutions LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from SYSTM Wealth Solutions LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the SYSTM Wealth Solutions LLC top holdings by largest position size, as per the latest 13f filing made by SYSTM Wealth Solutions LLC.
In the SYSTM Wealth Solutions LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by SYSTM Wealth Solutions LLC in that top holding, then the share count change between reporting periods, and finally the SYSTM Wealth Solutions LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| MICROSOFT CORP |
63,958 |
+198 |
$26,908 | | MSFT | 63,958 | +198 | $26,908 | | ALPHABET INC |
97,998 |
-2,922 |
$14,791 | | GOOGL | 97,998 | -2,922 | $14,791 | | ACCENTURE PLC IRELAND |
38,642 |
+1,587 |
$13,394 | | ACN | 38,642 | +1,587 | $13,394 | | ABBVIE INC |
65,038 |
+6,814 |
$11,843 | | ABBV | 65,038 | +6,814 | $11,843 | | JOHNSON & JOHNSON |
73,053 |
-4,896 |
$11,556 | | JNJ | 73,053 | -4,896 | $11,556 | | PEPSICO INC |
62,078 |
-6,518 |
$10,918 | | PEP | 62,078 | -6,518 | $10,918 | | HOME DEPOT INC |
27,093 |
+457 |
$10,393 | | HD | 27,093 | +457 | $10,393 | | INTUIT |
15,611 |
+615 |
$10,147 | | INTU | 15,611 | +615 | $10,147 | | AUTOMATIC DATA PROCESSING IN |
37,706 |
+4,719 |
$9,445 | | ADP | 37,706 | +4,719 | $9,445 | | ELEVANCE HEALTH INC |
17,733 |
+3,131 |
$9,195 | | ELV | 17,733 | +3,131 | $9,195 | | APPLE INC |
51,893 |
-6,822 |
$8,899 | | AAPL | 51,893 | -6,822 | $8,899 | | UNITEDHEALTH GROUP INC |
17,717 |
-849 |
$8,765 | | UNH | 17,717 | -849 | $8,765 | | AMAZON COM INC |
46,542 |
+1,662 |
$8,395 | | AMZN | 46,542 | +1,662 | $8,395 | | FERGUSON PLC NEW |
36,012 |
+491 |
$7,880 | | FERG | 36,012 | +491 | $7,880 | | SCHWAB CHARLES CORP |
107,474 |
+8,615 |
$7,775 | | SCHW | 107,474 | +8,615 | $7,775 | | TEXAS INSTRS INC |
43,303 |
+4,281 |
$7,544 | | TXN | 43,303 | +4,281 | $7,544 | | GOLDMAN SACHS GROUP INC |
16,278 |
+1,258 |
$6,799 | | GS | 16,278 | +1,258 | $6,799 | | AVERY DENNISON CORP |
30,115 |
+6,747 |
$6,723 | | AVY | 30,115 | +6,747 | $6,723 | | AMERIPRISE FINL INC |
15,329 |
+1,646 |
$6,721 | | AMP | 15,329 | +1,646 | $6,721 | | MICROCHIP TECHNOLOGY INC. |
73,725 |
+15,278 |
$6,614 | | MCHP | 73,725 | +15,278 | $6,614 | | MARSH & MCLENNAN COS INC |
32,054 |
+1,973 |
$6,602 | | MMC | 32,054 | +1,973 | $6,602 | | STRYKER CORPORATION |
18,300 |
+62 |
$6,559 | | SYK | 18,300 | +62 | $6,559 | | MERCK & CO INC |
49,146 |
-2,281 |
$6,508 | | MRK | 49,146 | -2,281 | $6,508 | | BROADCOM INC |
4,907 |
+113 |
$6,503 | | AVGO | 4,907 | +113 | $6,503 | | MASTERCARD INCORPORATED |
13,471 |
-162 |
$6,487 | | MA | 13,471 | -162 | $6,487 | | ANALOG DEVICES INC |
32,762 |
+1,729 |
$6,480 | | ADI | 32,762 | +1,729 | $6,480 | | VISA INC |
23,152 |
+484 |
$6,461 | | V | 23,152 | +484 | $6,461 | | HERSHEY CO |
31,844 |
+31,844 |
$6,194 | | HSY | 31,844 | +31,844 | $6,194 | | UNITED PARCEL SERVICE INC |
40,000 |
-1,974 |
$5,945 | | UPS | 40,000 | -1,974 | $5,945 | | PROGRESSIVE CORP |
28,198 |
+474 |
$5,832 | | PGR | 28,198 | +474 | $5,832 | | PROCTER AND GAMBLE CO |
35,375 |
+5,458 |
$5,740 | | PG | 35,375 | +5,458 | $5,740 | | ABBOTT LABS |
49,533 |
+6,027 |
$5,630 | | ABT | 49,533 | +6,027 | $5,630 | | COMCAST CORP NEW |
129,363 |
+7,216 |
$5,608 | | CMCSA | 129,363 | +7,216 | $5,608 | | NASDAQ INC |
87,303 |
+16,455 |
$5,509 | | NDAQ | 87,303 | +16,455 | $5,509 | | RAYMOND JAMES FINL INC |
41,216 |
+41,096 |
$5,301 | | RJF | 41,216 | +41,096 | $5,301 | | AIR PRODS & CHEMS INC |
21,702 |
+2,799 |
$5,278 | | APD | 21,702 | +2,799 | $5,278 | | AON PLC |
15,172 |
+2,209 |
$5,063 | | AON | 15,172 | +2,209 | $5,063 | | ALTRIA GROUP INC |
110,534 |
+9,054 |
$4,872 | | MO | 110,534 | +9,054 | $4,872 | | JPMORGAN CHASE & CO |
23,830 |
-3,034 |
$4,773 | | JPM | 23,830 | -3,034 | $4,773 | | UNILEVER PLC |
94,197 |
+11,327 |
$4,728 | | UL | 94,197 | +11,327 | $4,728 | | STARBUCKS CORP |
49,856 |
-1,195 |
$4,556 | | SBUX | 49,856 | -1,195 | $4,556 | | ORACLE CORP |
36,174 |
+216 |
$4,544 | | ORCL | 36,174 | +216 | $4,544 | | TARGET CORP |
25,058 |
+4,306 |
$4,441 | | TGT | 25,058 | +4,306 | $4,441 | | CONOCOPHILLIPS |
34,067 |
+2,807 |
$4,336 | | COP | 34,067 | +2,807 | $4,336 | | INTUITIVE SURGICAL INC |
10,501 |
+5,494 |
$4,191 | | ISRG | 10,501 | +5,494 | $4,191 | | KLA CORP |
5,938 |
+147 |
$4,148 | | KLAC | 5,938 | +147 | $4,148 | | BOOZ ALLEN HAMILTON HLDG COR |
27,814 |
+669 |
$4,129 | | BAH | 27,814 | +669 | $4,129 | | META PLATFORMS INC |
8,424 |
+607 |
$4,090 | | META | 8,424 | +607 | $4,090 | | ZOETIS INC |
24,046 |
+10,840 |
$4,069 | | ZTS | 24,046 | +10,840 | $4,069 | | CHUBB LIMITED |
15,462 |
-4,035 |
$4,015 | | CB | 15,462 | -4,035 | $4,015 |
See Full List: All Stocks Held By SYSTM Wealth Solutions LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By SYSTM Wealth Solutions LLC
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