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Systm Wealth Solutions Llc

Portfolio Manager
Systm Wealth Solutions Llc
Performance
0% (N/A)
AUM (13F)
$3.29M
# of Holdings
93
Performance Rank
N/A
Allocation (Top 20)
N/A

Systm Wealth Solutions Llc Holdings Map

Top 50 Systm Wealth Solutions Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
UNH
UNITEDHEALTH GROUP INC
5.25%296$173K
-98.24%(-16.52K)
2023-Q3: 19.8K shares2023-Q4: 18.6K shares2024-Q1: 17.7K shares2024-Q2: 16.8K shares2024-Q3: 296 shares2024-09-30
HSY
HERSHEY CO
5.11%878$168K
-97.37%(-32.44K)
2024-Q1: 31.8K shares2024-Q2: 33.3K shares2024-Q3: 878 shares2024-09-30
ELV
ELEVANCE HEALTH INC
4.72%299$155K
-97.81%(-13.38K)
2023-Q3: 13.5K shares2023-Q4: 14.6K shares2024-Q1: 17.7K shares2024-Q2: 13.7K shares2024-Q3: 299 shares2024-09-30
ADP
AUTOMATIC DATA PROCESSING IN
4.64%550$153K
-98.30%(-31.81K)
2023-Q3: 31.6K shares2023-Q4: 33.0K shares2024-Q1: 37.7K shares2024-Q2: 32.4K shares2024-Q3: 550 shares2024-09-30
MSFT
MICROSOFT CORP
4.53%347$149K
-99.27%(-47.28K)
2023-Q3: 64.8K shares2023-Q4: 63.8K shares2024-Q1: 64.0K shares2024-Q2: 47.6K shares2024-Q3: 347 shares2024-09-30
AMP
AMERIPRISE FINL INC
4.35%305$143K
-97.93%(-14.40K)
2023-Q3: 12.2K shares2023-Q4: 13.7K shares2024-Q1: 15.3K shares2024-Q2: 14.7K shares2024-Q3: 305 shares2024-09-30
ADI
ANALOG DEVICES INC
4.32%619$142K
-97.94%(-29.36K)
2023-Q3: 28.2K shares2023-Q4: 31.0K shares2024-Q1: 32.8K shares2024-Q2: 30.0K shares2024-Q3: 619 shares2024-09-30
NDAQ
NASDAQ INC
4.28%1.9K$141K
-97.89%(-89.50K)
2023-Q3: 58.5K shares2023-Q4: 70.8K shares2024-Q1: 87.3K shares2024-Q2: 91.4K shares2024-Q3: 1.9K shares2024-09-30
PEP
PEPSICO INC
4.13%801$136K
-98.32%(-46.95K)
2023-Q3: 61.3K shares2023-Q4: 68.6K shares2024-Q1: 62.1K shares2024-Q2: 47.7K shares2024-Q3: 801 shares2024-09-30
ABBV
ABBVIE INC
4.11%685$135K
-98.50%(-45.11K)
2023-Q3: 57.9K shares2023-Q4: 58.2K shares2024-Q1: 65.0K shares2024-Q2: 45.8K shares2024-Q3: 685 shares2024-09-30

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