SW
| |
SYSTM Wealth Solutions LLC13F | |
| SYSTM Wealth Solutions LLC | |
| Last update 2024-11-14 | 93 Stocks (2 new) |
| Value $3.00 Mil | Turnover 1 % |
SYSTM Wealth Solutions LLC Top Holdings of 2024-09-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UNH | UnitedHealth Group Inc | 296 | 173.1 | -98.24% | 5.250 | -1.88% | 0.000 | -37.32% | -43.49% | 256,403.2 | Healthcare Plans | |
HSY | The Hershey Co | 878 | 168.4 | -97.37% | 5.110 | -1.33% | 0.000 | +3.69% | +2.88% | 34,704.0 | Consumer Packaged Goods | |
ELV | Elevance Health Inc | 299 | 155.5 | -97.81% | 4.720 | -1.61% | 0.000 | -34.44% | -24.24% | 62,394.7 | Healthcare Plans | |
ADP | Automatic Data Processing Inc | 550 | 152.9 | -98.30% | 4.640 | -1.70% | 0.000 | +3.42% | +4.16% | 122,503.4 | Software | |
MSFT | Microsoft Corp | 347 | 149.3 | -99.27% | 4.530 | -4.72% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AMP | Ameriprise Financial Inc | 305 | 143.3 | -97.93% | 4.350 | -1.37% | 0.000 | +17.61% | +2.90% | 51,853.5 | Asset Management | |
ADI | Analog Devices Inc | 619 | 142.5 | -97.94% | 4.320 | -1.50% | 0.000 | +37.83% | +14.85% | 120,017.6 | Semiconductors | |
NDAQ | Nasdaq Inc | 1,932 | 141.1 | -97.89% | 4.280 | -1.20% | 0.000 | +24.20% | +16.35% | 51,309.2 | Capital Markets | |
PEP | PepsiCo Inc | 801 | 136.2 | -98.32% | 4.130 | -1.73% | 0.000 | +1.38% | -3.93% | 196,106.6 | Beverages - Non-Alcoholic | |
ABBV | AbbVie Inc | 685 | 135.3 | -98.50% | 4.110 | -1.72% | 0.000 | +10.35% | +9.44% | 334,309.4 | Drug Manufacturers |
SYSTM Wealth Solutions LLC's Historical Top Holdings Breakdowns
SYSTM Wealth Solutions LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 2024-09-30 | Reduce Reduce | -4.72% | 395.15 ($427.47) 467.56 | $510.05 | 19.32% | Reduce -99.27% | 347 | -47,279 | |
GOOGL | Alphabet Inc | 2024-09-30 | Sold Out Sold Out | -2.05% | 148.66 ($167.74) 191.18 | $185.06 | 10.33% | Sold Out | 0 | -50,388 | |
UNH | UnitedHealth Group Inc | 2024-09-30 | Reduce Reduce | -1.88% | 488.01 ($565.61) 604.18 | $282.65 | -50.03% | Reduce -98.24% | 296 | -16,517 | |
PEP | PepsiCo Inc | 2024-09-30 | Reduce Reduce | -1.73% | 161.9 ($171.8) 179.3 | $143.24 | -16.62% | Reduce -98.32% | 801 | -46,947 | |
ABBV | AbbVie Inc | 2024-09-30 | Reduce Reduce | -1.72% | 163.84 ($186.63) 199.35 | $189.26 | 1.41% | Reduce -98.5% | 685 | -45,114 | |
ADP | Automatic Data Processing Inc | 2024-09-30 | Reduce Reduce | -1.70% | 233.44 ($261.5) 279.41 | $301.79 | 15.41% | Reduce -98.3% | 550 | -31,812 | |
AMZN | Amazon.com Inc | 2024-09-30 | Reduce Reduce | -1.66% | 161.02 ($182.46) 200 | $226.13 | 23.93% | Reduce -99.9% | 40 | -38,341 | |
HD | The Home Depot Inc | 2024-09-30 | Reduce Reduce | -1.66% | 333.64 ($364.74) 405.2 | $359.40 | -1.46% | Reduce -98.49% | 332 | -21,639 | |
AAPL | Apple Inc | 2024-09-30 | Reduce Reduce | -1.63% | 207.23 ($223.32) 234.82 | $211.18 | -5.44% | Reduce -99.93% | 24 | -34,681 | |
ELV | Elevance Health Inc | 2024-09-30 | Reduce Reduce | -1.61% | 500.12 ($534.22) 562.29 | $277.09 | -48.13% | Reduce -97.81% | 299 | -13,381 |
SYSTM Wealth Solutions LLC Total Holding History ($B)
SYSTM Wealth Solutions LLC's Asset Allocation
SYSTM Wealth Solutions LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
SYSTM Wealth Solutions LLC's Hypothetical Growth since 2024-09-30
SYSTM Wealth Solutions LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SYSTM Wealth Solutions LLC's Holdings Heat Map
Size field:
SYSTM Wealth Solutions LLC's Holdings Bubble Chart
SYSTM Wealth Solutions LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers