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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
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| 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 | -48.59% | -40.08% | 271,870.0 | Healthcare Plans | |
HSY | The Hershey Co | 878 | 168.4 | -97.37% | 5.110 | -1.33% | 0.000 | -2.46% | -1.07% | 33,372.9 | Consumer Packaged Goods | |
ELV | Elevance Health Inc | 299 | 155.5 | -97.81% | 4.720 | -1.61% | 0.000 | -23.35% | -7.95% | 76,064.3 | Healthcare Plans | |
ADP | Automatic Data Processing Inc | 550 | 152.9 | -98.30% | 4.640 | -1.70% | 0.000 | +0.99% | +4.60% | 123,012.9 | Software | |
MSFT | Microsoft Corp | 347 | 149.3 | -99.27% | 4.530 | -4.72% | 0.000 | +29.81% | +19.67% | 3,734,667.5 | Software | |
AMP | Ameriprise Financial Inc | 305 | 143.3 | -97.93% | 4.350 | -1.37% | 0.000 | +14.01% | +1.87% | 51,337.4 | Asset Management | |
ADI | Analog Devices Inc | 619 | 142.5 | -97.94% | 4.320 | -1.50% | 0.000 | +36.98% | +15.65% | 120,856.3 | Semiconductors | |
NDAQ | Nasdaq Inc | 1,932 | 141.1 | -97.89% | 4.280 | -1.20% | 0.000 | +23.69% | +16.83% | 51,521.7 | Capital Markets | |
PEP | PepsiCo Inc | 801 | 136.2 | -98.32% | 4.130 | -1.73% | 0.000 | -6.61% | -9.08% | 185,863.5 | Beverages - Non-Alcoholic | |
ABBV | AbbVie Inc | 685 | 135.3 | -98.50% | 4.110 | -1.72% | 0.000 | +7.59% | +9.46% | 337,259.3 | Drug Manufacturers |
SYSTM Wealth Solutions LLC's Historical Top Holdings Breakdowns
SYSTM Wealth Solutions LLC's Top Stock Picks
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| 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 | $502.46 | 17.54% | Reduce -99.27% | 347 | -47,279 | |
GOOGL | Alphabet Inc | 2024-09-30 | Sold Out Sold Out | -2.05% | 148.66 ($167.74) 191.18 | $180.86 | 7.82% | Sold Out | 0 | -50,388 | |
UNH | UnitedHealth Group Inc | 2024-09-30 | Reduce Reduce | -1.88% | 488.01 ($565.61) 604.18 | $299.80 | -47.00% | Reduce -98.24% | 296 | -16,517 | |
PEP | PepsiCo Inc | 2024-09-30 | Reduce Reduce | -1.73% | 161.9 ($171.8) 179.3 | $135.76 | -20.97% | Reduce -98.32% | 801 | -46,947 | |
ABBV | AbbVie Inc | 2024-09-30 | Reduce Reduce | -1.72% | 163.84 ($186.63) 199.35 | $191.32 | 2.51% | Reduce -98.5% | 685 | -45,114 | |
ADP | Automatic Data Processing Inc | 2024-09-30 | Reduce Reduce | -1.70% | 233.44 ($261.5) 279.41 | $303.24 | 15.96% | Reduce -98.3% | 550 | -31,812 | |
AMZN | Amazon.com Inc | 2024-09-30 | Reduce Reduce | -1.66% | 161.02 ($182.46) 200 | $225.86 | 23.79% | Reduce -99.9% | 40 | -38,341 | |
HD | The Home Depot Inc | 2024-09-30 | Reduce Reduce | -1.66% | 333.64 ($364.74) 405.2 | $368.12 | 0.93% | Reduce -98.49% | 332 | -21,639 | |
AAPL | Apple Inc | 2024-09-30 | Reduce Reduce | -1.63% | 207.23 ($223.32) 234.82 | $209.05 | -6.39% | Reduce -99.93% | 24 | -34,681 | |
ELV | Elevance Health Inc | 2024-09-30 | Reduce Reduce | -1.61% | 500.12 ($534.22) 562.29 | $336.67 | -36.98% | Reduce -97.81% | 299 | -13,381 |
SYSTM Wealth Solutions LLC Total Holding History ($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
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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
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SYSTM Wealth Solutions LLC's Holdings Bubble Chart
SYSTM Wealth Solutions LLC News
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