Systm Wealth Solutions LLC Top Holdings and 13F Report (2024) → Exposed: 10 CENT Crypto to Explode May 20th? (From True Market Insiders) (Ad) About Systm Wealth Solutions LLCInvestment ActivitySystm Wealth Solutions LLC has $791.34 million in total holdings as of March 31, 2024.Systm Wealth Solutions LLC owns shares of 982 different stocks, but just 168 companies or ETFs make up 80% of its holdings.Approximately 10.73% of the portfolio was purchased this quarter.About ∞ of the portfolio was sold this quarter.This quarter, Systm Wealth Solutions LLC has purchased 1,010 new stocks and bought additional shares in 354 stocks.Systm Wealth Solutions LLC sold shares of 370 stocks and completely divested from 104 stocks this quarter.Largest Holdings Microsoft $26,908,254Alphabet $14,790,839Accenture $13,393,803AbbVie $11,843,496Johnson & Johnson $11,556,244 Largest New Holdings this Quarter Hershey $6,193,583 HoldingValero Energy $2,428,919 HoldingCORPAY INC $2,233,522 HoldingCENCORA INC $1,528,600 HoldingBoston Scientific $1,168,645 Holding Largest Purchases this Quarter Hershey 31,844 shares (about $6.19M)Raymond James 41,096 shares (about $5.29M)Valero Energy 14,230 shares (about $2.43M)CORPAY INC 7,239 shares (about $2.23M)Intuitive Surgical 5,494 shares (about $2.19M) Largest Sales this Quarter FedEx 12 shares (about $∞T)Discover Financial Services 42,387 shares (about $5.56M)iShares Russell 1000 Value ETF 23,766 shares (about $4.26M)Pfizer 115,320 shares (about $3.20M)BlackRock 3,204 shares (about $2.67M) 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 PortfolioSectorMSFTMicrosoft$26,908,254$83,302 ▲0.3%63,9583.4%Computer and TechnologyGOOGLAlphabet$14,790,839$441,017 ▼-2.9%97,9981.9%Computer and TechnologyACNAccenture$13,393,803$550,074 ▲4.3%38,6421.7%Business ServicesABBVAbbVie$11,843,496$1,240,837 ▲11.7%65,0381.5%MedicalJNJJohnson & Johnson$11,556,244$774,498 ▼-6.3%73,0531.5%MedicalPEPPepsiCo$10,918,368$1,146,395 ▼-9.5%62,0781.4%Consumer StaplesHDHome Depot$10,392,824$175,304 ▲1.7%27,0931.3%Retail/WholesaleINTUIntuit$10,146,872$399,739 ▲4.1%15,6111.3%Computer and TechnologyADPAutomatic Data Processing$9,445,029$1,182,069 ▲14.3%37,7061.2%Business ServicesELVElevance Health$9,195,327$1,623,559 ▲21.4%17,7331.2%MedicalAAPLApple$8,898,590$1,169,834 ▼-11.6%51,8931.1%Computer and TechnologyUNHUnitedHealth Group$8,764,562$419,998 ▼-4.6%17,7171.1%MedicalAMZNAmazon.com$8,395,246$299,792 ▲3.7%46,5421.1%Retail/WholesaleFERGFerguson$7,879,775$107,436 ▲1.4%36,0121.0%Industrial ProductsSCHWCharles Schwab$7,774,678$623,210 ▲8.7%107,4741.0%FinanceTXNTexas Instruments$7,543,891$745,800 ▲11.0%43,3031.0%Computer and TechnologyGSThe Goldman Sachs Group$6,799,329$525,467 ▲8.4%16,2780.9%FinanceAVYAvery Dennison$6,723,172$1,506,267 ▲28.9%30,1150.8%Industrial ProductsAMPAmeriprise Financial$6,720,696$721,656 ▲12.0%15,3290.8%FinanceMCHPMicrochip Technology$6,613,905$1,370,597 ▲26.1%73,7250.8%Computer and TechnologyMMCMarsh & McLennan Companies$6,602,387$406,393 ▲6.6%32,0540.8%FinanceSYKStryker$6,558,754$22,221 ▲0.3%18,3000.8%MedicalMRKMerck & Co., Inc.$6,507,960$302,052 ▼-4.4%49,1460.8%MedicalAVGOBroadcom$6,503,261$149,759 ▲2.4%4,9070.8%Computer and TechnologyMAMastercard$6,487,424$78,017 ▼-1.2%13,4710.8%Business ServicesADIAnalog Devices$6,479,923$341,975 ▲5.6%32,7620.8%Computer and TechnologyVVisa$6,461,304$135,076 ▲2.1%23,1520.8%Business ServicesHSYHershey$6,193,583$6,193,583 ▲New Holding31,8440.8%Consumer StaplesUPSUnited Parcel Service$5,945,231$293,397 ▼-4.7%40,0000.8%TransportationPGRProgressive$5,831,879$98,032 ▲1.7%28,1980.7%FinancePGProcter & Gamble$5,739,632$885,566 ▲18.2%35,3750.7%Consumer StaplesABTAbbott Laboratories$5,629,876$685,023 ▲13.9%49,5330.7%MedicalCMCSAComcast$5,607,905$312,815 ▲5.9%129,3630.7%Consumer DiscretionaryNDAQNasdaq$5,508,801$1,038,307 ▲23.2%87,3030.7%FinanceRJFRaymond James$5,300,982$5,285,548 ▲34,246.7%41,2160.7%FinanceAPDAir Products and Chemicals$5,277,535$680,666 ▲14.8%21,7020.7%Basic MaterialsAONAON$5,063,058$737,167 ▲17.0%15,1720.6%FinanceMOAltria Group$4,872,316$399,098 ▲8.9%110,5340.6%Consumer StaplesJPMJPMorgan Chase & Co.$4,773,052$607,698 ▼-11.3%23,8300.6%FinanceULUnilever$4,727,738$568,501 ▲13.7%94,1970.6%Consumer StaplesSBUXStarbucks$4,556,344$109,211 ▼-2.3%49,8560.6%Retail/WholesaleORCLOracle$4,543,759$27,131 ▲0.6%36,1740.6%Computer and TechnologyTGTTarget$4,440,611$763,080 ▲20.7%25,0580.6%Retail/WholesaleCOPConocoPhillips$4,336,064$357,276 ▲9.0%34,0670.5%Oils/EnergyISRGIntuitive Surgical$4,190,845$2,192,601 ▲109.7%10,5010.5%MedicalKLACKLA$4,148,266$102,694 ▲2.5%5,9380.5%Computer and TechnologyBAHBooz Allen Hamilton$4,128,671$99,305 ▲2.5%27,8140.5%Business ServicesMETAMeta Platforms$4,090,308$294,731 ▲7.8%8,4240.5%Computer and TechnologyZTSZoetis$4,068,900$1,834,271 ▲82.1%24,0460.5%MedicalCBChubb$4,014,908$1,047,740 ▼-20.7%15,4620.5%FinanceCUBECubeSmart$4,005,354$391,968 ▼-8.9%88,1250.5%FinanceBRK.BBerkshire Hathaway$3,939,011$199,326 ▼-4.8%9,3670.5%FinanceRYANRyan Specialty$3,832,134$1,154,907 ▲43.1%69,0470.5%FinanceUBERUber Technologies$3,800,689$1,246,930 ▲48.8%49,3660.5%Computer and TechnologyNKENIKE$3,769,090$235,215 ▼-5.9%39,9960.5%Consumer DiscretionaryAFLAflac$3,709,956$1,262,067 ▲51.6%43,2090.5%FinanceCVSCVS Health$3,652,009$418,744 ▲13.0%45,7870.5%Retail/WholesaleBMYBristol-Myers Squibb$3,589,445$425,762 ▼-10.6%66,1890.5%MedicalDHRDanaher$3,434,593$474,418 ▲16.0%13,7480.4%Multi-Sector ConglomeratesNOWServiceNow$3,417,077$1,299,130 ▼-27.5%4,4820.4%Computer and TechnologyCMGChipotle Mexican Grill$3,360,227$2,907 ▼-0.1%1,1560.4%Retail/WholesaleWSOWatsco$3,340,745$348,156 ▲11.6%7,7340.4%ConstructionNVDANVIDIA$3,308,628$406,576 ▲14.0%3,6620.4%Computer and TechnologyEFXEquifax$3,298,851$56,180 ▼-1.7%12,3310.4%Business ServicesCSCOCisco Systems$3,296,909$404,371 ▼-10.9%66,0570.4%Computer and TechnologyWMWaste Management$3,265,280$17,692 ▼-0.5%15,3190.4%Business ServicesCRH PLC$3,222,785$249,770 ▼-7.2%37,2510.4%ORDABNBAirbnb$3,192,801$351,200 ▲12.4%19,3550.4%Computer and TechnologyDXCMDexCom$3,170,266$184,471 ▲6.2%22,8570.4%MedicalMSMorgan Stanley$3,154,052$386,712 ▲14.0%33,4970.4%FinanceCSGPCoStar Group$3,128,005$287,288 ▲10.1%32,3810.4%Computer and TechnologyVEEVVeeva Systems$3,080,087$278,955 ▲10.0%13,2940.4%Computer and TechnologyBACBank of America$3,004,015$346,285 ▼-10.3%79,2200.4%FinanceMETMetLife$2,971,630$422,496 ▲16.6%40,0980.4%FinanceBRBroadridge Financial Solutions$2,963,457$10,064 ▼-0.3%14,4280.4%Business ServicesMSIMotorola Solutions$2,962,403$1,765,433 ▼-37.3%8,3380.4%Computer and TechnologyIDXXIDEXX Laboratories$2,904,284$217,052 ▲8.1%5,3790.4%MedicalEPDEnterprise Products Partners$2,899,599$825,651 ▲39.8%99,3690.4%Oils/EnergyAMGNAmgen$2,860,045$96,103 ▼-3.3%10,0590.4%MedicalWDAYWorkday$2,848,874$38,731 ▲1.4%10,4450.4%Computer and TechnologyPOOLPool$2,809,221$268,333 ▲10.6%6,9620.4%Consumer DiscretionaryAPHAmphenol$2,807,223$374,104 ▼-11.8%24,3050.4%Computer and TechnologyPAYXPaychex$2,757,879$690,759 ▲33.4%22,4580.3%Business ServicesBKNGBooking$2,732,418$116,119 ▼-4.1%7530.3%Retail/WholesalePANWPalo Alto Networks$2,713,442$117,346 ▲4.5%9,5500.3%Computer and TechnologyLAMRLamar Advertising$2,705,322$509,994 ▲23.2%22,6560.3%FinanceARESAres Management$2,689,794$34,176 ▲1.3%20,2270.3%FinanceAIGAmerican International Group$2,636,573$296,418 ▲12.7%33,7290.3%FinanceWMBWilliams Companies$2,583,711$110,987 ▼-4.1%66,3000.3%Oils/EnergyPEGPublic Service Enterprise Group$2,556,928$812,776 ▲46.6%38,2890.3%UtilitiesPMPhilip Morris International$2,490,012$49,210 ▼-1.9%26,9190.3%Consumer DefensiveORIOld Republic International$2,476,999$440,036 ▲21.6%80,6310.3%FinanceCMICummins$2,447,914$855,061 ▲53.7%8,3080.3%Auto/Tires/TrucksFIFiserv$2,429,744$123,701 ▲5.4%15,2030.3%Business ServicesVLOValero Energy$2,428,919$2,428,919 ▲New Holding14,2300.3%Oils/EnergyMDBMongoDB$2,420,820$256,069 ▲11.8%6,7500.3%Computer and TechnologyGPCGenuine Parts$2,405,200$562,523 ▲30.5%15,4910.3%Auto/Tires/TrucksALGNAlign Technology$2,390,209$361,040 ▼-13.1%7,2890.3%MedicalICLRICON Public$2,366,432$50,728 ▲2.2%7,0440.3%MedicalMDTMedtronic$2,355,072$148,275 ▼-5.9%26,9060.3%MedicalShowing largest 100 holdings. 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