Systm Wealth Solutions LLC Top Holdings and 13F Report (2024) About Systm Wealth Solutions LLCInvestment ActivitySystm Wealth Solutions LLC has $3.29 million in total holdings as of September 30, 2024.Systm Wealth Solutions LLC owns shares of 93 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 3.91% of the portfolio was purchased this quarter.About 13,715.94% of the portfolio was sold this quarter.This quarter, Systm Wealth Solutions LLC has purchased 660 new stocks and bought additional shares in 6 stocks.Systm Wealth Solutions LLC sold shares of 84 stocks and completely divested from 570 stocks this quarter.Largest Holdings UnitedHealth Group $173,066Hershey $168,383Elevance Health $155,480Automatic Data Processing $152,936Microsoft $149,315 Largest New Holdings this Quarter FERGUSON ENTERPRISES INC $100,478 HoldingFidelity MSCI Information Technology Index ETF $7,339 HoldingFidelity MSCI Consumer Discretionary Index ETF $2,747 Holding Largest Purchases this Quarter FERGUSON ENTERPRISES INC 504 shares (about $100.48K)SPDR Portfolio Short Term Treasury ETF 366 shares (about $10.77K)Fidelity MSCI Information Technology Index ETF 42 shares (about $7.34K)Fidelity MSCI Consumer Discretionary Index ETF 31 shares (about $2.75K)iShares MSCI Emerging Markets ex China ETF 39 shares (about $2.39K) Largest Sales this Quarter Microsoft 47,279 shares (about $20.34M)UnitedHealth Group 16,517 shares (about $9.66M)AbbVie 45,114 shares (about $8.91M)Automatic Data Processing 31,812 shares (about $8.85M)Home Depot 21,639 shares (about $8.77M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSystm Wealth Solutions LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUNHUnitedHealth Group$173,066$9,657,200 ▼-98.2%2965.3%MedicalHSYHershey$168,383$6,222,116 ▼-97.4%8785.1%Consumer StaplesELVElevance Health$155,480$6,958,120 ▼-97.8%2994.7%MedicalADPAutomatic Data Processing$152,936$8,845,818 ▼-98.3%5504.6%Business ServicesMSFTMicrosoft$149,315$20,344,276 ▼-99.3%3474.5%Computer and TechnologyAMPAmeriprise Financial$143,293$6,763,899 ▼-97.9%3054.3%FinanceADIAnalog Devices$142,476$6,757,828 ▼-97.9%6194.3%Computer and TechnologyNDAQNasdaq$141,056$6,534,792 ▼-97.9%1,9324.3%FinancePEPPepsiCo$136,211$7,983,393 ▼-98.3%8014.1%Consumer StaplesABBVAbbVie$135,274$8,909,126 ▼-98.5%6854.1%MedicalHDHome Depot$134,527$8,768,162 ▼-98.5%3324.1%Retail/WholesaleRJFRaymond James$130,420$5,143,569 ▼-97.5%1,0654.0%FinanceSCHWCharles Schwab$113,224$5,498,396 ▼-98.0%1,7473.4%FinanceAFLAflac$112,471$5,853,747 ▼-98.1%1,0063.4%FinanceMOAltria Group$112,192$5,281,502 ▼-97.9%2,1573.4%Consumer StaplesMCHPMicrochip Technology$112,005$5,053,955 ▼-97.8%1,3953.4%Computer and TechnologyCUBECubeSmart$111,805$4,004,148 ▼-97.3%2,0773.4%FinanceAVYAvery Dennison$109,277$6,627,264 ▼-98.4%4953.3%Industrial ProductsFERGUSON ENTERPRISES INC$100,478$100,478 ▲New Holding5043.0%COMMON STOCK NEWBAHBooz Allen Hamilton$100,423$4,653,963 ▼-97.9%6173.0%Business ServicesMETMetLife$83,140$4,036,249 ▼-98.0%1,0082.5%FinanceMMCMarsh & McLennan Companies$76,520$7,415,970 ▼-99.0%3432.3%FinanceVLOValero Energy$75,077$1,935,663 ▼-96.3%5562.3%Oils/EnergyJNJJohnson & Johnson$58,504$7,063,588 ▼-99.2%3611.8%MedicalABTAbbott Laboratories$55,067$2,538,897 ▼-97.9%4831.7%MedicalGSThe Goldman Sachs Group$47,531$6,388,959 ▼-99.3%961.4%FinanceMRKMerck & Co., Inc.$38,174$2,817,904 ▼-98.7%3341.2%MedicalACNAccenture$18,381$6,006,699 ▼-99.7%520.6%Computer and TechnologyNKENIKE$16,885$3,534,269 ▼-99.5%1910.5%Consumer DiscretionaryJMBSJanus Henderson Mortgage-Backed Securities ETF$14,744$4,573 ▼-23.7%3160.4%ETFSPTSSPDR Portfolio Short Term Treasury ETF$13,859$10,769 ▲348.6%4710.4%ETFEMXCiShares MSCI Emerging Markets ex China ETF$10,041$2,388 ▲31.2%1640.3%ManufacturingVTVVanguard Value ETF$9,208$2,259 ▼-19.7%530.3%ETFNVDANVIDIA$8,501$3,198,076 ▼-99.7%700.3%Computer and TechnologyAMZNAmazon.com$7,454$7,144,845 ▼-99.9%400.2%Retail/WholesaleTLHiShares 10-20 Year Treasury Bond ETF$7,453$8,768 ▼-54.1%680.2%ETFFTECFidelity MSCI Information Technology Index ETF$7,339$7,339 ▲New Holding420.2%ETFMETAMeta Platforms$5,725$3,617,055 ▼-99.8%100.2%Computer and TechnologyAAPLApple$5,592$8,080,673 ▼-99.9%240.2%Computer and TechnologyAVGOBroadcom$5,003$654,530 ▼-99.2%290.2%Computer and TechnologySDYSPDR S&P Dividend ETF$4,626$1,121 ▼-19.5%330.1%ETFLLYEli Lilly and Company$4,430$1,704,664 ▼-99.7%50.1%MedicalGOOGAlphabet$4,347$112,019 ▼-96.3%260.1%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$4,248$1,142 ▼-21.2%930.1%ETFIXJiShares Global Healthcare ETF$3,706$2,243 ▼-37.7%380.1%ETFIQLTiShares MSCI Intl Quality Factor ETF$3,560$2,360 ▼-39.9%860.1%ETFNFLXNetflix$3,547$1,796,910 ▼-99.8%50.1%Consumer DiscretionaryBARGraniteshares Gold Trust$3,325$520 ▼-13.5%1280.1%FinanceEXIiShares Global Industrials ETF$3,294$1,946 ▲144.4%220.1%ETFFDISFidelity MSCI Consumer Discretionary Index ETF$2,747$2,747 ▲New Holding310.1%ETFIVOLQuadratic Interest Rate Volatility and Inflation Hedge ETF$2,744$556 ▼-16.9%1430.1%ETFTSLATesla$2,617$61,761 ▼-95.9%100.1%Auto/Tires/TrucksVVisa$2,475$3,557,675 ▼-99.9%90.1%Business ServicesMAMastercard$2,469$3,867,442 ▼-99.9%50.1%Business ServicesORLYO'Reilly Automotive$2,304$832,896 ▼-99.7%20.1%Retail/WholesaleBBCAJPMorgan BetaBuilders Canada ETF$2,279$1,068 ▲88.2%320.1%ETFJBBBJanus Henderson B-BBB CLO ETF$2,222$1,185 ▼-34.8%450.1%ETFEZUiShares MSCI Eurozone ETF$2,201$943 ▲75.0%420.1%ETFGNRSPDR S&P Global Natural Resources ETF$2,113$1,028 ▲94.7%370.1%ETFXLFFinancial Select Sector SPDR Fund$1,986$406 ▼-17.0%440.1%ETFNVONovo Nordisk A/S$1,906$798,376 ▼-99.8%160.1%MedicalXLEEnergy Select Sector SPDR Fund$1,825$348 ▼-16.0%210.1%ETFNOWServiceNow$1,789$3,881,236 ▼-100.0%20.1%Computer and TechnologyCOSTCostco Wholesale$1,774$1,641,837 ▼-99.9%20.1%Retail/WholesaleASMLASML$1,667$480,930 ▼-99.7%20.1%Computer and TechnologyISRGIntuitive Surgical$1,474$5,403,684 ▼-100.0%30.0%MedicalVRTXVertex Pharmaceuticals$1,396$79,572 ▼-98.3%30.0%MedicalCDNSCadence Design Systems$1,356$888,722 ▼-99.8%50.0%Computer and TechnologyDISWalt Disney$1,347$332,420 ▼-99.6%140.0%Consumer DiscretionaryTTDTrade Desk$1,316$14,257 ▼-91.5%120.0%Computer and TechnologyAMDAdvanced Micro Devices$1,313$779,594 ▼-99.8%80.0%Computer and TechnologyUBERUber Technologies$1,203$4,871,774 ▼-100.0%160.0%Computer and TechnologyCRWDCrowdStrike$1,122$1,125,366 ▼-99.9%40.0%Computer and TechnologyBABoeing$1,065$110,912 ▼-99.0%70.0%AerospaceADBEAdobe$1,036$107,744 ▼-99.0%20.0%Computer and TechnologyPGRProgressive$1,016$2,742,946 ▼-100.0%40.0%FinanceABNBAirbnb$1,015$1,722,328 ▼-99.9%80.0%Consumer DiscretionaryAZNAstraZeneca$1,013$785,620 ▼-99.9%130.0%MedicalETNEaton$995$743,928 ▼-99.9%30.0%Industrial ProductsMCOMoody's$950$13,775 ▼-93.5%20.0%FinanceGEGeneral Electric$945$11,529 ▼-92.4%50.0%TransportationHLTHilton Worldwide$922$24,433 ▼-96.4%40.0%Consumer DiscretionaryWMTWalmart$889$25,619 ▼-96.6%110.0%Retail/WholesaleTJXTJX Companies$706$94,369 ▼-99.3%60.0%Retail/WholesaleDDOGDatadog$691$6,795 ▼-90.8%60.0%Computer and TechnologyPANWPalo Alto Networks$684$3,645,720 ▼-100.0%20.0%Computer and TechnologyCRMSalesforce$548$66,582 ▼-99.2%20.0%Computer and TechnologyMDBMongoDB$541$3,066,388 ▼-100.0%20.0%Computer and TechnologyMARMarriott International$498$8,217 ▼-94.3%20.0%Consumer DiscretionaryDXCMDexCom$470$1,691,597 ▼-100.0%70.0%MedicalSNOWSnowflake$460$20,010 ▼-97.8%40.0%Computer and TechnologyNUNU$383$144,541 ▼-99.7%280.0%Business ServicesVRTVertiv$299$1,250,717 ▼-100.0%30.0%Computer and TechnologyGOOGLAlphabet$0$9,178,173 ▼-100.0%00.0%Computer and TechnologyINTUIntuit$0$6,985,390 ▼-100.0%00.0%Computer and TechnologyFERGFerguson$0$6,276,249 ▼-100.0%00.0%Industrial ProductsTXNTexas Instruments$0$4,667,497 ▼-100.0%00.0%Computer and TechnologyPGProcter & Gamble$0$4,022,979 ▼-100.0%00.0%Consumer StaplesZTSZoetis$0$3,772,427 ▼-100.0%00.0%MedicalMSIMotorola Solutions$0$3,524,017 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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