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CIK: 0001961893
Total reported value
$3.3M
$3.3M
982 檔
2382.6%
As reported in its official Q1 2024 Form 13F filing, SYSTM Wealth Solutions LLC's tracked investment portfolio stood at $3.3M with 982 total positions.
During Q1 2024, SYSTM Wealth Solutions LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 982 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.40% | — | +0.31% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.87% | — | -2.90% | |
| 3 | ACN | Accenture plc | Stock-Tech | 1.69% | — | +4.28% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 1.50% | — | +11.70% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.46% | — | -6.28% | |
| 6 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.38% | — | -9.50% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 1.31% | — | +1.72% | |
| 8 | INTU | Intuit Inc | Stock-Tech | 1.28% | — | +4.10% | |
| 9 | ADP | Automatic Data Processing | Stock-Tech | 1.19% | — | +14.31% | |
| 10 | ELV | Elevance Health Inc | Stock-Healthcare | 1.16% | — | +21.44% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.12% | — | -11.62% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.11% | — | -4.57% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.06% | — | +3.70% | |
| 14 | FERG | Ferguson Enterprises Inc. | Stock-Industrials | 1.00% | — | +1.38% | |
| 15 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.98% | — | +8.71% | |
| 16 | TXN | Texas Instruments Inc | Stock-Tech | 0.95% | — | +10.97% | |
| 17 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.86% | — | +8.38% | |
| 18 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.85% | — | +28.87% | |
| 19 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.85% | — | +12.03% | |
| 20 | MCHP | Microchip Technology Inc | Stock-Tech | 0.84% | — | +26.14% | |
| 21 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.83% | — | +6.56% | |
| 22 | SYK | Stryker CORP | Stock-Healthcare | 0.83% | — | +0.34% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.82% | — | -4.44% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.82% | — | +2.36% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.82% | — | -1.19% | |
| 26 | ADI | Analog Devices Inc | Stock-Tech | 0.82% | — | +5.57% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | — | +2.14% | |
| 28 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.78% | — | — | |
| 29 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.75% | — | -4.70% | |
| 30 | PGR | Progressive CORP | Stock-Financials | 0.74% | — | +1.71% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.73% | — | +18.24% | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 0.71% | — | +13.85% | |
| 33 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.71% | — | +5.91% | |
| 34 | NDAQ | Nasdaq Inc | Stock-Financials | 0.70% | — | +23.23% | |
| 35 | RJF | Raymond James Financial Inc | Stock-Financials | 0.67% | — | +34246.67% | |
| 36 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.67% | — | +14.81% | |
| 37 | AON | Aon plc | Stock-Financials | 0.64% | — | +17.04% | |
| 38 | MO | Altria Group Inc | Stock-Consumer Staples | 0.62% | — | +8.92% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | — | -11.29% | |
| 40 | UL | Unilever PLC | Stock-Consumer Staples | 0.60% | — | +13.67% | |
| 41 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.58% | — | -2.34% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.57% | — | +0.60% | |
| 43 | TGT | Target CORP | Stock-Consumer Disc | 0.56% | — | +20.75% | |
| 44 | COP | Conocophillips | Stock-Energy | 0.55% | — | +8.98% | |
| 45 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.53% | — | +109.73% | |
| 46 | KLAC | Kla CORP | Stock-Tech | 0.52% | — | +2.54% | |
| 47 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 0.52% | — | +2.46% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | — | +7.77% | |
| 49 | ZTS | Zoetis Inc | Stock-Healthcare | 0.51% | — | +82.08% | |
| 50 | CB | Chubb Limited | Stock-Financials | 0.51% | — | -20.70% |
According to official SEC Form 13F filings, SYSTM Wealth Solutions LLC reported a total U.S. public equity portfolio value of $3.3M across 982 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, GOOGL, ACN) accounted for 2382.6% of total reported equity market value during Q1 2024.
During Q1 2024, SYSTM Wealth Solutions LLC's top holdings by market value included MSFT (3.4%)、GOOGL (1.9%)、ACN (1.7%). The largest single position, MSFT, represented 3.4% of total portfolio value.
In Q1 2024, SYSTM Wealth Solutions LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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