StockDriftsStockDriftsTop 50 Systm Wealth Solutions Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | 5.25% | 296 | $173K | -98.24%(-16.52K) | — | 2024-09-30 | |
| HSY | HERSHEY CO | 5.11% | 878 | $168K | -97.37%(-32.44K) | — | 2024-09-30 | |
| ELV | ELEVANCE HEALTH INC | 4.72% | 299 | $155K | -97.81%(-13.38K) | — | 2024-09-30 | |
| ADP | AUTOMATIC DATA PROCESSING IN | 4.64% | 550 | $153K | -98.30%(-31.81K) | — | 2024-09-30 | |
| MSFT | MICROSOFT CORP | 4.53% | 347 | $149K | -99.27%(-47.28K) | — | 2024-09-30 | |
| AMP | AMERIPRISE FINL INC | 4.35% | 305 | $143K | -97.93%(-14.40K) | — | 2024-09-30 | |
| ADI | ANALOG DEVICES INC | 4.32% | 619 | $142K | -97.94%(-29.36K) | — | 2024-09-30 | |
| NDAQ | NASDAQ INC | 4.28% | 1.9K | $141K | -97.89%(-89.50K) | — | 2024-09-30 | |
| PEP | PEPSICO INC | 4.13% | 801 | $136K | -98.32%(-46.95K) | — | 2024-09-30 | |
| ABBV | ABBVIE INC | 4.11% | 685 | $135K | -98.50%(-45.11K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Systm Wealth Solutions Llc reports $3.29M in US-listed equity holdings across 93 positions in its most recent 13F filing. Its largest disclosed positions are UNH (5.3%), HSY (5.1%) and ELV (4.7%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Systm Wealth Solutions Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1961893). View Systm Wealth Solutions Llc’s 13F filings on SEC