SYSTM Wealth Solutions LLC
- SEC CIK
- 0001961893
- Latest filing
- Nov 14, 2024
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 10, 2023. Long positions only.
- Positions
- 524
- No filing for Q3 2022
- Portfolio value
- $804.3M
- No filing for Q3 2022
SYSTM Wealth Solutions LLC did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| JNJJohnson & Johnson | Stock | 100,637 | $17.8M | 2.2% | – | – | History |
| MSFTMicrosoft Corp | Stock | 68,155 | $16.3M | 2.0% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 22,941 | $12.2M | 1.5% | – | – | History |
| PEPPepsiCo Inc | Stock | 66,666 | $12.0M | 1.5% | – | – | History |
| PFEPfizer Inc | Stock | 219,034 | $11.2M | 1.4% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 64,270 | $11.2M | 1.4% | – | – | History |
| SBUXStarbucks Corp | Stock | 106,465 | $10.6M | 1.3% | – | – | History |
| ACNAccenture plc | Stock | 36,668 | $9.78M | 1.2% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 86,563 | $9.60M | 1.2% | – | – | History |
| ABBVAbbVie Inc. | Stock | 58,335 | $9.43M | 1.2% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 103,033 | $9.09M | 1.1% | – | – | History |
| AAPLApple Inc. | Stock | 65,955 | $8.57M | 1.1% | – | – | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 50,884 | $8.42M | 1.0% | – | – | History |
| HDHome Depot, Inc. | Stock | 26,258 | $8.29M | 1.0% | – | – | History |
| CBChubb Ltd | Stock | 36,609 | $8.08M | 1.0% | – | – | History |
| Legg Mason Martin Cur52471E290 | MUTUAL | 896,845 | $7.99M | 1.0% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 164,072 | $7.82M | 1.0% | – | – | History |
| ELVElevance Health, Inc. | Stock | 13,443 | $6.90M | 0.9% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 19,957 | $6.16M | 0.8% | – | – | History |
| TGTTarget Corp | Stock | 40,267 | $6.00M | 0.7% | – | – | History |
| CVSCVS Health Corp | Stock | 62,975 | $5.87M | 0.7% | – | – | History |
| NKENIKE, Inc. | Stock | 49,137 | $5.75M | 0.7% | – | – | History |
| TXNTexas Instruments Inc | Stock | 34,754 | $5.74M | 0.7% | – | – | History |
| INTUIntuit Inc. | Stock | 14,206 | $5.53M | 0.7% | – | – | History |
| VVisa Inc. | Stock | 26,385 | $5.48M | 0.7% | – | – | History |
| SYYSysco Corp | Stock | 71,604 | $5.47M | 0.7% | – | – | History |
| ABTAbbott Laboratories | Stock | 49,701 | $5.46M | 0.7% | – | – | History |
| ADIAnalog Devices Inc | Stock | 33,265 | $5.46M | 0.7% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 15,598 | $5.36M | 0.7% | – | – | History |
| MAMastercard Inc | Stock | 15,217 | $5.29M | 0.7% | – | – | History |
| FISFidelity National Information Services, Inc. | Stock | 76,484 | $5.19M | 0.6% | – | – | History |
| SYKStryker Corp | Stock | 21,018 | $5.14M | 0.6% | – | – | History |
| MDTMedtronic plc | Stock | 64,773 | $5.03M | 0.6% | – | – | History |
| ORCLOracle Corp | Stock | 56,760 | $4.64M | 0.6% | – | – | History |
| BACBank of America Corp | Stock | 138,540 | $4.59M | 0.6% | – | – | History |
| COPConocoPhillips | Stock | 38,777 | $4.58M | 0.6% | – | – | History |
| VRSKVerisk Analytics, Inc. | COM | 25,808 | $4.55M | 0.6% | – | – | History |
| PGProcter & Gamble Co | Stock | 29,948 | $4.54M | 0.6% | – | – | History |
| MSIMotorola Solutions, Inc. | Stock | 17,596 | $4.53M | 0.6% | – | – | History |
| BDXBecton Dickinson & Co | Stock | 17,439 | $4.43M | 0.6% | – | – | History |
| ULUnilever PLC | SPON ADR NEW | 86,471 | $4.35M | 0.5% | – | – | History |
| BLKBlackRock, Inc. | COM | 6,070 | $4.30M | 0.5% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 13,873 | $4.28M | 0.5% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 17,731 | $4.24M | 0.5% | – | – | History |
| AFLAflac Inc | Stock | 58,743 | $4.23M | 0.5% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 31,301 | $4.20M | 0.5% | – | – | History |
| CVXChevron Corp | Stock | 23,003 | $4.13M | 0.5% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 56,442 | $4.06M | 0.5% | – | – | History |
| AMGNAmgen Inc | Stock | 15,303 | $4.02M | 0.5% | – | – | History |
| OTISOtis Worldwide Corp | Stock | 51,220 | $4.01M | 0.5% | – | – | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 29,717 | $3.99M | 0.5% | – | – | History |
| HOLXHologic Inc | COM | 51,678 | $3.87M | 0.5% | – | – | History |
| WDAYWorkday, Inc. | CL A | 22,832 | $3.82M | 0.5% | – | – | History |
| LOWLowes Companies Inc | Stock | 19,100 | $3.81M | 0.5% | – | – | History |
| PGRProgressive Corp | Stock | 29,013 | $3.76M | 0.5% | – | – | History |
| AVGOBroadcom Inc. | Stock | 6,622 | $3.70M | 0.5% | – | – | History |
| AVTRAvantor, Inc. | COM | 174,498 | $3.68M | 0.5% | – | – | History |
| CMCSAComcast Corp | Stock | 105,154 | $3.68M | 0.5% | – | – | History |
| USBUS Bancorp DE | COM NEW | 83,871 | $3.66M | 0.5% | – | – | History |
| BAHBooz Allen Hamilton Holding Corp | CL A | 34,501 | $3.61M | 0.4% | – | – | History |
| AMZNAmazon Com Inc | Stock | 41,531 | $3.49M | 0.4% | – | – | History |
| AESAES Corp | Stock | 120,953 | $3.48M | 0.4% | – | – | History |
| AONAon plc | CL A | 11,572 | $3.47M | 0.4% | – | – | History |
| CSGPCostar Group, Inc. | COM | 44,229 | $3.42M | 0.4% | – | – | History |
| FERGFerguson Enterprises Inc. | SHS | 26,724 | $3.39M | 0.4% | – | – | History |
| ORLYO Reilly Automotive Inc | Stock | 4,010 | $3.38M | 0.4% | – | – | History |
| CBOECboe Global Markets, Inc. | COM | 25,388 | $3.19M | 0.4% | – | – | History |
| CNHCNH Industrial N.V. | SHS | 197,600 | $3.17M | 0.4% | – | – | History |
| TJXTJX Companies Inc | Stock | 39,705 | $3.16M | 0.4% | – | – | History |
| BALLBALL Corp | COM | 61,295 | $3.13M | 0.4% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 30,083 | $3.04M | 0.4% | – | – | History |
| AVYAvery Dennison Corp | COM | 16,027 | $2.90M | 0.4% | – | – | History |
| CORCencora, Inc. | Stock | 17,367 | $2.88M | 0.4% | – | – | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 31,366 | $2.87M | 0.4% | – | – | History |
| IDAIdacorp Inc | COM | 26,500 | $2.86M | 0.4% | – | – | History |
| GOOGAlphabet Inc. | Stock | 31,008 | $2.75M | 0.3% | – | – | History |
| TFCTruist Financial Corp | COM | 63,794 | $2.75M | 0.3% | – | – | History |
| DHIHorton D R Inc | COM | 30,615 | $2.73M | 0.3% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 32,705 | $2.72M | 0.3% | – | – | History |
| GPCGenuine Parts Co | Stock | 15,120 | $2.62M | 0.3% | – | – | History |
| AAgilent Technologies, Inc. | COM | 17,343 | $2.60M | 0.3% | – | – | History |
| TRVTravelers Companies, Inc. | Stock | 13,779 | $2.58M | 0.3% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 4,684 | $2.58M | 0.3% | – | – | History |
| WMWaste Management Inc | Stock | 16,179 | $2.54M | 0.3% | – | – | History |
| DFSDiscover Financial Services | COM | 25,772 | $2.52M | 0.3% | – | – | History |
| CNCCentene Corp | Stock | 30,737 | $2.52M | 0.3% | – | – | History |
| SNYSanofi | SPONSORED ADR | 51,718 | $2.50M | 0.3% | – | – | History |
| VZVerizon Communications Inc | Stock | 63,110 | $2.49M | 0.3% | – | – | History |
| JKHYJack Henry & Associates Inc | Stock | 13,890 | $2.44M | 0.3% | – | – | History |
| XYLXylem Inc. | COM | 21,792 | $2.41M | 0.3% | – | – | History |
| QCOMQualcomm Inc | Stock | 21,819 | $2.40M | 0.3% | – | – | History |
| KLACKLA Corp | COM NEW | 6,342 | $2.39M | 0.3% | – | – | History |
| CCICrown Castle Inc. | REIT | 17,613 | $2.39M | 0.3% | – | – | History |
| EFXEquifax Inc | COM | 12,175 | $2.37M | 0.3% | – | – | History |
| PPGPPG Industries Inc | Stock | 18,606 | $2.34M | 0.3% | – | – | History |
| ROPRoper Technologies Inc | Stock | 5,276 | $2.28M | 0.3% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 30,504 | $2.27M | 0.3% | – | – | History |
| APHAmphenol Corp | CL A | 29,687 | $2.26M | 0.3% | – | – | History |
| BKNGBooking Holdings Inc. | Stock | 1,118 | $2.25M | 0.3% | – | – | History |
| WFCWells Fargo & Company | Stock | 54,229 | $2.24M | 0.3% | – | – | History |