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CIK: 0001961893
Total reported value
$3.3M
$3.3M
660 檔
1662.2%
During the Q2 2024 filing period, SYSTM Wealth Solutions LLC (CIK: 0001961893) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.3M across 660 reported positions.
During Q2 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 660 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.75% | — | -25.54% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.05% | — | -48.58% | |
| 3 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.91% | — | -5.10% | |
| 4 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.76% | — | -23.08% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 1.75% | — | -29.58% | |
| 6 | ADP | Automatic Data Processing | Stock-Tech | 1.73% | — | -14.17% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 1.69% | — | -18.91% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.66% | — | -17.53% | |
| 9 | ELV | Elevance Health Inc | Stock-Healthcare | 1.65% | — | -22.86% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.63% | — | -33.12% | |
| 11 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.58% | — | +4.78% | |
| 12 | INTU | Intuit Inc | Stock-Tech | 1.56% | — | -31.91% | |
| 13 | ADI | Analog Devices Inc | Stock-Tech | 1.53% | — | -8.49% | |
| 14 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 1.49% | — | +1.33% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.43% | — | -39.84% | |
| 16 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.42% | — | -19.44% | |
| 17 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.40% | — | -4.09% | |
| 18 | FERG | Ferguson Enterprises Inc. | Stock-Industrials | 1.40% | — | -10.15% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.37% | — | -22.09% | |
| 20 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.37% | — | +4.64% | |
| 21 | MCHP | Microchip Technology Inc | Stock-Tech | 1.31% | — | -12.73% | |
| 22 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.31% | — | -20.14% | |
| 23 | NDAQ | Nasdaq Inc | Stock-Financials | 1.23% | — | +4.74% | |
| 24 | RJF | Raymond James Financial Inc | Stock-Financials | 1.19% | — | +4.49% | |
| 25 | ACN | Accenture plc | Stock-Tech | 1.15% | — | -55.89% | |
| 26 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.09% | — | +4.76% | |
| 27 | AFL | Aflac Inc | Stock-Financials | 1.06% | — | +23.50% | |
| 28 | MO | Altria Group Inc | Stock-Consumer Staples | 1.06% | — | -6.18% | |
| 29 | UBER | Uber Technologies Inc | Stock-Industrials | 1.05% | — | +31.29% | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 1.04% | — | -44.59% | |
| 31 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 1.00% | — | +5.02% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.90% | — | -31.04% | |
| 33 | ZTS | Zoetis Inc | Stock-Healthcare | 0.84% | — | -9.50% | |
| 34 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.81% | — | +11.64% | |
| 35 | MSI | Motorola Solutions Inc | Stock-Tech | 0.79% | — | +9.40% | |
| 36 | MET | Metlife Inc | Stock-Financials | 0.78% | — | +24.55% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.77% | — | -41.82% | |
| 38 | CUBE | Cubesmart | Stock-Real Estate | 0.77% | — | -13.23% | |
| 39 | NOW | Servicenow Inc | Stock-Tech | 0.76% | — | -3.15% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | — | -44.08% | |
| 41 | RYAN | Ryan Specialty Holdings Inc | Stock-Financials | 0.76% | — | -15.19% | |
| 42 | SYK | Stryker CORP | Stock-Healthcare | 0.75% | — | -45.98% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.73% | — | +621.03% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | — | -24.88% | |
| 45 | GWRE | Guidewire Software Inc | Stock-Tech | 0.70% | — | +34.33% | |
| 46 | DHR | Danaher CORP | Stock-Healthcare | 0.70% | — | -8.32% | |
| 47 | AON | Aon plc | Stock-Financials | 0.70% | — | -29.72% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.69% | — | -49.15% | |
| 49 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.69% | — | +4171.63% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.69% | — | -39.80% |
According to official SEC Form 13F filings, SYSTM Wealth Solutions LLC reported a total U.S. public equity portfolio value of $3.3M across 660 disclosed positions in Q2 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, UNH) accounted for 1662.2% of total reported equity market value during Q2 2024.
During Q2 2024, SYSTM Wealth Solutions LLC's top holdings by market value included MSFT (4.8%)、GOOGL (2.0%)、UNH (1.9%). The largest single position, MSFT, represented 4.8% of total portfolio value.
In Q2 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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