Systm Wealth Solutions LLC

Filing Details

13F-HR • 2024-09-30
SEC
Report Date
2024-09-30
Filing Date
2024-11-14
Total Holdings
93
Total Value
3294364
Accession Number
0001104659-24-118217
Form Type
13F-HR
CIK
0001961893
Manager Name
Systm Wealth Solutions LLC
Data Enrichment
83% identified
77 identified16 unidentified

Holdings

93 positions
Manager:
SEC
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Page 1 of 5
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
296(-98.2%)
Value:
$173.1M(-98.0%)
HERSHEY CO
HSY|427866108
Shares:
878(-97.4%)
Value:
$168.4M(-97.3%)
Elevance Health, Inc.
ELV|036752103
Shares:
299(-97.8%)
Value:
$155.5M(-97.9%)
AUTOMATIC DATA PROCESSING INC
ADP|053015103
Shares:
550(-98.3%)
Value:
$152.9M(-98.0%)
MICROSOFT CORP
MSFT|594918104
Shares:
347(-99.3%)
Value:
$149.3M(-99.3%)
AMERIPRISE FINANCIAL INC
AMP|03076C106
Shares:
305(-97.9%)
Value:
$143.3M(-97.7%)
ANALOG DEVICES INC
ADI|032654105
Shares:
619(-97.9%)
Value:
$142.5M(-97.9%)
NASDAQ, INC.
NDAQ|631103108
Shares:
1932(-97.9%)
Value:
$141.1M(-97.4%)
PEPSICO INC
PEP|713448108
Shares:
801(-98.3%)
Value:
$136.2M(-98.3%)
AbbVie Inc.
ABBV|00287Y109
Shares:
685(-98.5%)
Value:
$135.3M(-98.3%)
HOME DEPOT, INC.
HD|437076102
Shares:
332(-98.5%)
Value:
$134.5M(-98.2%)
RAYMOND JAMES FINANCIAL INC
RJF|754730109
Shares:
1065(-97.5%)
Value:
$130.4M(-97.5%)
SCHWAB CHARLES CORP
SCHW|808513105
Shares:
1747(-98.0%)
Value:
$113.2M(-98.2%)
AFLAC INC
AFL|001055102
Shares:
1006(-98.1%)
Value:
$112.5M(-97.6%)
ALTRIA GROUP, INC.
MO|02209S103
Shares:
2157(-97.9%)
Value:
$112.2M(-97.6%)
MICROCHIP TECHNOLOGY INC
MCHP|595017104
Shares:
1395(-97.8%)
Value:
$112.0M(-98.1%)
CubeSmart
CUBE|229663109
Shares:
2077(-97.3%)
Value:
$111.8M(-96.8%)
Avery Dennison Corp
AVY|053611109
Shares:
495(-98.4%)
Value:
$109.3M(-98.4%)
Ferguson Enterprises Inc. /DE/
FERG|31488V107
Shares:
504
Value:
$100.5M
Booz Allen Hamilton Holding Corp
BAH|099502106
Shares:
617(-97.9%)
Value:
$100.4M(-97.8%)