13FBOX
SYSTM Wealth Solutions LLC · 13F Holdings
Options Calculator Rankings

SYSTM Wealth Solutions LLC

No.9918 Data as of 2024Q4
Latest AUM (Q4 2024)
$3.3M
QoQ Change Q3 2024
-$3200.0%
Holdings
93
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
93
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q4 2024 ValueQ4 2024 SharesPrev Q ValuePrev Q SharesShares ChangeAction
UNITEDHEALTH GROUP INCUNH
5.25%5.25%$173,066296$173,06629600.00%Unchanged
HERSHEY CO COMHSY
5.11%5.11%$168,383878$168,38387800.00%Unchanged
ELEVANCE HEALTH INC FORMERLYELV
4.72%4.72%$155,480299$155,48029900.00%Unchanged
AUTOMATIC DATA PROCESSING INADP
4.64%4.64%$152,936550$152,93655000.00%Unchanged
MICROSOFT CORPMSFT
4.53%4.53%$149,315347$149,31534700.00%Unchanged
AMERIPRISE FINL INCAMP
4.35%4.35%$143,293305$143,29330500.00%Unchanged
ANALOG DEVICES INC COMADI
4.33%4.33%$142,476619$142,47661900.00%Unchanged
NNASDAQ INCNDAQ
4.28%4.28%$141,0561,932$141,0561,93200.00%Unchanged
PEPSICO INCPEP
4.14%4.14%$136,211801$136,21180100.00%Unchanged
ABBVIE INCABBV
4.11%4.11%$135,274685$135,27468500.00%Unchanged
HOME DEPOT INCHD
4.08%4.08%$134,527332$134,52733200.00%Unchanged
RAYMOND JAMES FINL INCRJF
3.96%3.96%$130,4201,065$130,4201,06500.00%Unchanged
SCHWAB CHARLES CORPSCHW
3.44%3.44%$113,2241,747$113,2241,74700.00%Unchanged
AFLAC INC COMAFL
3.41%3.41%$112,4711,006$112,4711,00600.00%Unchanged
ALTRIA GROUP INCMO
3.41%3.41%$112,1922,157$112,1922,15700.00%Unchanged
MICROCHIP TECHNOLOGYMCHP
3.4%3.4%$112,0051,395$112,0051,39500.00%Unchanged
CUBESMARTCUBE
3.39%3.39%$111,8052,077$111,8052,07700.00%Unchanged
AVERY DENNISON CORPAVY
3.32%3.32%$109,277495$109,27749500.00%Unchanged
FERGUSON ENTERPRISES INCFERG
3.05%3.05%$100,478504$100,47850400.00%Unchanged
BBOOZ ALLEN HAMILTON HLDG CORBAH
3.05%3.05%$100,423617$100,42361700.00%Unchanged
METLIFE INC COMMET
2.52%2.52%$83,1401,008$83,1401,00800.00%Unchanged
MMARSH & MCLENNAN COS INC COMMRSH
2.32%2.32%$76,520343$76,52034300.00%Unchanged
VALERO ENERGY CORP COMVLO
2.28%2.28%$75,077556$75,07755600.00%Unchanged
JOHNSON & JOHNSONJNJ
1.78%1.78%$58,504361$58,50436100.00%Unchanged
ABBOTT LABORATORIESABT
1.67%1.67%$55,067483$55,06748300.00%Unchanged
GOLDMAN SACHS GROUP INCGS
1.44%1.44%$47,53196$47,5319600.00%Unchanged
MERCK & CO INCMRK
1.16%1.16%$38,174334$38,17433400.00%Unchanged
ACCENTURE PLC IRELANDACN
0.56%0.56%$18,38152$18,3815200.00%Unchanged
NIKE INCNKE
0.51%0.51%$16,885191$16,88519100.00%Unchanged
JJANUS DETROIT STR TRJMBS
0.45%0.45%$14,744316$14,74431600.00%Unchanged
SSTATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS
0.42%0.42%$13,859471$13,85947100.00%Unchanged
IISHARES MSCI EMERGING MARKETS EX CHINA ETFEMXC
0.3%0.3%$10,041164$10,04116400.00%Unchanged
VVANGUARD INDEX FDSVTV
0.28%0.28%$9,20853$9,2085300.00%Unchanged
NVIDIA CORPORATIONNVDA
0.26%0.26%$8,50170$8,5017000.00%Unchanged
AMAZON COM INCAMZN
0.23%0.23%$7,45440$7,4544000.00%Unchanged
IISHARES TRTLH
0.23%0.23%$7,45368$7,4536800.00%Unchanged
FFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC
0.22%0.22%$7,33942$7,3394200.00%Unchanged
META PLATFORMS INCMETA
0.17%0.17%$5,72510$5,7251000.00%Unchanged
APPLE INCAAPL
0.17%0.17%$5,59224$5,5922400.00%Unchanged
BROADCOM INCAVGO
0.15%0.15%$5,00329$5,0032900.00%Unchanged
SSPDR SERIES TRUSTSDY
0.14%0.14%$4,62633$4,6263300.00%Unchanged
ELI LILLY & COLLY
0.13%0.13%$4,4305$4,430500.00%Unchanged
AAlphabet Inc Class CGOOG
0.13%0.13%$4,34726$4,3472600.00%Unchanged
SSTATE STREETSPSM
0.13%0.13%$4,24893$4,2489300.00%Unchanged
IISHARES TRIXJ
0.11%0.11%$3,70638$3,7063800.00%Unchanged
IISHARES TRIQLT
0.11%0.11%$3,56086$3,5608600.00%Unchanged
NETFLIX INCNFLX
0.11%0.11%$3,5475$3,547500.00%Unchanged
GGRANITESHARES GOLD TRUSTBAR
0.1%0.1%$3,325128$3,32512800.00%Unchanged
IISHARES TREXI
0.1%0.1%$3,29422$3,2942200.00%Unchanged
FFIDELITY COVINGTON TRUSTFDIS
0.08%0.08%$2,74731$2,7473100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow