SYSTM Wealth Solutions LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), SYSTM Wealth Solutions LLC reported 93 stock positions worth $3.3 million. Its top holding was Unitedhealth (UNH) at 5.3% of the portfolio, followed by Hershey (HSY, 5.1%) and Elevance Health (ELV, 4.7%).
- Most Recent 13F
- Q3 2024
- Location
- Chicago, IL
- CIK
- 0001961893
- Portfolio Value
- $3.3M (Q3 2024)
- SEC Filing
- 0001104659-24-118217 ↗ filed Nov 14, 2024
Holdings Value
Holdings 93 stocks · $3.3M
| UNH Unitedhealth Group Inc. | 5.25% | 296 | $173K | — |
| HSY The Hershey Co. | 5.11% | 878 | $168K | — |
| ELV Elevance Health Inc. | 4.72% | 299 | $155K | — |
| ADP Automatic Data Processing | 4.64% | 550 | $153K | — |
| MSFT Microsoft Corp. | 4.53% | 347 | $149K | — |
| AMP Ameriprise Financial Inc. | 4.35% | 305 | $143K | — |
| ADI Analog Devices Inc. | 4.32% | 619 | $142K | — |
| NDAQ Nasdaq Inc. | 4.28% | 1,932 | $141K | — |
| PEP Pepsico Inc. | 4.13% | 801 | $136K | — |
| ABBV Abbvie Inc. | 4.11% | 685 | $135K | — |
| HD Home Depot Inc. | 4.08% | 332 | $135K | — |
| RJF Raymond James Financial Inc. | 3.96% | 1,065 | $130K | — |
| SCHW Schwab (charles) Corp. | 3.44% | 1,747 | $113K | — |
| AFL Aflac Inc. | 3.41% | 1,006 | $112K | — |
| MO Altria Group Inc. | 3.41% | 2,157 | $112K | — |
| MCHP Microchip Technology Inc. | 3.40% | 1,395 | $112K | — |
| CUBE Cubesmart | 3.39% | 2,077 | $112K | — |
| AVY Avery Dennison Corp. | 3.32% | 495 | $109K | — |
| FERG Ferguson Enterprises Inc. | 3.05% | 504 | $100K | — |
| BAH Booz Allen Hamilton Holdings | 3.05% | 617 | $100K | — |
| MET Metlife Inc. | 2.52% | 1,008 | $83K | — |
| MRSH Marsh & McLennan Cos | 2.32% | 343 | $77K | — |
| VLO Valero Energy Corp. | 2.28% | 556 | $75K | — |
| JNJ Johnson & Johnson | 1.78% | 361 | $59K | — |
| ABT Abbott Laboratories | 1.67% | 483 | $55K | — |
| GS Goldman Sachs Group Inc. | 1.44% | 96 | $48K | — |
| MRK Merck & Co. Inc. | 1.16% | 334 | $38K | — |
| ACN Accenture PLC Class A | 0.56% | 52 | $18K | — |
| NKE Nike Inc. Class B | 0.51% | 191 | $17K | — |
| JMBS Janus Henderson Mortg Backed | 0.45% | 316 | $15K | — |
| SPTS SS SPDR P St Term TSY ETF | 0.42% | 471 | $14K | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.30% | 164 | $10K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.28% | 53 | $9K | — |
| NVDA Nvidia Corp. | 0.26% | 70 | $9K | — |
| AMZN Amazon.com Inc. | 0.23% | 40 | $7K | — |
| TLH iShares 10-20 Year Treasury | 0.23% | 68 | $7K | — |
| FTEC Fidelity MSCI Info Tech Indx | 0.22% | 42 | $7K | — |
| META Meta Platforms Inc. Class A | 0.17% | 10 | $6K | — |
| AAPL Apple Inc. | 0.17% | 24 | $6K | — |
| AVGO Broadcom Inc. | 0.15% | 29 | $5K | — |
| SDY SS SPDR S&P Dividend ETF | 0.14% | 33 | $5K | — |
| LLY Eli Lilly & Co. | 0.13% | 5 | $4K | — |
| GOOG Alphabet Inc. Class C | 0.13% | 26 | $4K | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.13% | 93 | $4K | — |
| IXJ iShares Global Healthcare Et | 0.11% | 38 | $4K | — |
| IQLT iShares MSCI International Q | 0.11% | 86 | $4K | — |
| NFLX Netflix Inc. | 0.11% | 5 | $4K | — |
| BAR Graniteshares Gold Trust | 0.10% | 128 | $3K | — |
| EXI iShares Global Industrials E | 0.10% | 22 | $3K | — |
| FDIS Fidelity MSCI Cons Discr Ind | 0.08% | 31 | $3K | — |
| IVOL Quadratic Int Rte Vol Infl H | 0.08% | 143 | $3K | — |
| TSLA Tesla Inc. | 0.08% | 10 | $3K | — |
| V Visa Inc. Class A | 0.08% | 9 | $2K | — |
| MA Mastercard Inc. Class A | 0.07% | 5 | $2K | — |
| ORLY O'reilly Automotive Inc. | 0.07% | 2 | $2K | — |
| BBCA JPMorgan Betabuilders Canada | 0.07% | 32 | $2K | — |
| JBBB Janus Henderson B-BBB Clo Et | 0.07% | 45 | $2K | — |
| EZU iShares MSCI Eurozone ETF | 0.07% | 42 | $2K | — |
| GNR State Street SPDR S&P Global | 0.06% | 37 | $2K | — |
| XLF SS Financial Select Sector | 0.06% | 44 | $2K | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.06% | 16 | $2K | — |
| XLE SS Energy Select Sector | 0.06% | 21 | $2K | — |
| NOW ServiceNow Inc. | 0.05% | 2 | $2K | — |
| COST Costco Wholesale Corp. | 0.05% | 2 | $2K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.05% | 2 | $2K | — |
| ISRG Intuitive Surgical Inc. | 0.04% | 3 | $1K | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.04% | 3 | $1K | — |
| CDNS Cadence Design SYS Inc. | 0.04% | 5 | $1K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.04% | 14 | $1K | — |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.04% | 12 | $1K | — |
| AMD Advanced Micro Devices | 0.04% | 8 | $1K | — |
| UBER Uber Technologies Inc. | 0.04% | 16 | $1K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.03% | 4 | $1K | — |
| BA The Boeing Co. | 0.03% | 7 | $1K | — |
| ADBE Adobe Inc. | 0.03% | 2 | $1K | — |
| PGR Progressive Corp. | 0.03% | 4 | $1K | — |
| ABNB Airbnb Inc. Class A | 0.03% | 8 | $1K | — |
| AZN Astrazeneca PLC-Spons ADR | 0.03% | 13 | $1K | — |
| ETN Eaton Corp. PLC | 0.03% | 3 | $995 | — |
| MCO Moody's Corp. | 0.03% | 2 | $950 | — |
| GE General Electric filed as GE AEROSPACE | 0.03% | 5 | $945 | — |
| HLT Hilton Worldwide Holdings Inc. | 0.03% | 4 | $922 | — |
| WMT Walmart Inc. | 0.03% | 11 | $889 | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.02% | 6 | $706 | — |
| DDOG Datadog Inc. Class A | 0.02% | 6 | $691 | — |
| PANW Palo Alto Networks Inc. | 0.02% | 2 | $684 | — |
| CRM Salesforce Inc. | 0.02% | 2 | $548 | — |
| MDB Mongodb Inc. | 0.02% | 2 | $541 | — |
| MAR Marriott International Class A | 0.02% | 2 | $498 | — |
| DXCM Dexcom Inc. | 0.01% | 7 | $470 | — |
| SNOW Snowflake Inc. | 0.01% | 4 | $460 | — |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.01% | 28 | $383 | — |
| VRT Vertiv Holdings Co. Class A | 0.01% | 3 | $299 | — |
Portfolio Sells Q3 2024
No earlier filing to compare with.
Portfolio Buys Q3 2024
No earlier filing to compare with.