SYSTM Wealth Solutions LLC 13F Holdings

CIK 0001961893 · Chicago, IL

As of Sep 30, 2024, SYSTM Wealth Solutions LLC reported 93 positions worth $3.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
UNITEDHEALTH GROUP INCUNHHealthcare296 73.1K5.25%
HERSHEY COHSYConsumer Defensive878 68.4K5.11%
ELEVANCE HEALTH INCELVHealthcare299 55.5K4.72%
AUTOMATIC DATA PROCESSING INCADPIndustrials550 52.9K4.64%
MICROSOFT CORPMSFTTechnology347 49.3K4.53%
AMERIPRISE FINANCIAL INCAMPFinancial Services305 43.3K4.35%
ANALOG DEVICES INCADITechnology619 42.5K4.32%
NASDAQ INCNDAQFinancial Services1,932 41.1K4.28%
PEPSICO INCPEPConsumer Defensive801 36.2K4.13%
ABBVIE INCABBVEquity685 35.3K4.11%
HOME DEPOT INCHDConsumer Cyclical332 34.5K4.08%
RAYMOND JAMES FINANCIAL INCRJFFinancial Services1,065 30.4K3.96%
SCHWAB CHARLES CORPSCHWEquity1,747 13.2K3.44%
AFLAC INCAFLFinancial Services1,006 12.5K3.41%
ALTRIA GROUP INCMOEquity2,157 12.2K3.41%
MICROCHIP TECHNOLOGY INCMCHPTechnology1,395 12.0K3.40%
CUBESMARTCUBEReal Estate2,077 11.8K3.39%
AVERY DENNISON CORPAVYConsumer Cyclical495 09.3K3.32%
FERGUSON ENTERPRISES INCFERGIndustrials504 00.5K3.05%
BOOZ ALLEN HAMILTON HOLDING CORPBAHIndustrials617 00.4K3.05%
METLIFE INCMETFinancial Services1,008$83.1K2.52%
MARSH & MCLENNAN COMPANIES INCMMCFinancial Services343$76.5K2.32%
VALERO ENERGY CORPVLOEnergy556$75.1K2.28%
JOHNSON & JOHNSONJNJHealthcare361$58.5K1.78%
ABBOTT LABORATORIESABTHealthcare483$55.1K1.67%