
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
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67,329 | +6,727 | $22,928 |
MSFT | 67,329 | +6,727 | $22,928 |
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94,372 | +6,464 | $15,621 |
JNJ | 94,372 | +6,464 | $15,621 |
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67,541 | +13,939 | $13,101 |
AAPL | 67,541 | +13,939 | $13,101 |
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102,929 | +13,485 | $12,321 |
GOOGL | 102,929 | +13,485 | $12,321 |
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62,835 | +4,528 | $11,638 |
PEP | 62,835 | +4,528 | $11,638 |
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62,859 | +2,791 | $11,267 |
UPS | 62,859 | +2,791 | $11,267 |
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35,978 | +3,161 | $11,102 |
ACN | 35,978 | +3,161 | $11,102 |
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22,775 | +3,638 | $10,946 |
UNH | 22,775 | +3,638 | $10,946 |
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52,774 | +2,763 | $9,926 |
MMC | 52,774 | +2,763 | $9,926 |
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224,419 | +17,059 | $8,232 |
PFE | 224,419 | +17,059 | $8,232 |
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$8,175 | ||
MUTUAL | 815,914 | +648,485 | $8,175 |
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25,702 | +1,078 | $7,984 |
HD | 25,702 | +1,078 | $7,984 |
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55,272 | +1,793 | $7,447 |
ABBV | 55,272 | +1,793 | $7,447 |
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39,272 | +7,068 | $7,070 |
TXN | 39,272 | +7,068 | $7,070 |
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60,870 | -20,989 | $7,024 |
MRK | 60,870 | -20,989 | $7,024 |
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31,635 | +17,899 | $6,953 |
ADP | 31,635 | +17,899 | $6,953 |
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15,022 | +1,689 | $6,883 |
INTU | 15,022 | +1,689 | $6,883 |
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67,677 | +5,159 | $6,704 |
SBUX | 67,677 | +5,159 | $6,704 |
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20,922 | +3,495 | $6,383 |
SYK | 20,922 | +3,495 | $6,383 |
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24,904 | +4,068 | $5,914 |
V | 24,904 | +4,068 | $5,914 |
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30,101 | -6,264 | $5,796 |
CB | 30,101 | -6,264 | $5,796 |
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42,925 | +7,392 | $5,596 |
AMZN | 42,925 | +7,392 | $5,596 |
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46,397 | -6,670 | $5,525 |
ORCL | 46,397 | -6,670 | $5,525 |
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12,228 | -585 | $5,433 |
ELV | 12,228 | -585 | $5,433 |
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27,864 | -3,869 | $5,428 |
ADI | 27,864 | -3,869 | $5,428 |
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13,689 | +1,757 | $5,384 |
MA | 13,689 | +1,757 | $5,384 |
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48,764 | +6,988 | $5,382 |
NKE | 48,764 | +6,988 | $5,382 |
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128,382 | +15,205 | $5,334 |
CMCSA | 128,382 | +15,205 | $5,334 |
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34,330 | +5,559 | $4,993 |
JPM | 34,330 | +5,559 | $4,993 |
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93,922 | -72,650 | $4,860 |
CSCO | 93,922 | -72,650 | $4,860 |
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84,088 | +63,383 | $4,766 |
SCHW | 84,088 | +63,383 | $4,766 |
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89,503 | +12,069 | $4,666 |
UL | 89,503 | +12,069 | $4,666 |
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72,954 | -24 | $4,665 |
BMY | 72,954 | -24 | $4,665 |
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30,564 | +7,659 | $4,638 |
PG | 30,564 | +7,659 | $4,638 |
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41,935 | -5,799 | $4,572 |
ABT | 41,935 | -5,799 | $4,572 |
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28,387 | -3,211 | $4,466 |
FERG | 28,387 | -3,211 | $4,466 |
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13,641 | -1,943 | $4,400 |
GS | 13,641 | -1,943 | $4,400 |
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4,904 | +617 | $4,254 |
AVGO | 4,904 | +617 | $4,254 |
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12,307 | +432 | $4,249 |
AON | 12,307 | +432 | $4,249 |
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88,892 | +59,538 | $4,027 |
MO | 88,892 | +59,538 | $4,027 |
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38,766 | +11,125 | $4,017 |
COP | 38,766 | +11,125 | $4,017 |
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$3,959 | ||
BRK.B | 11,609 | +1,351 | $3,959 |
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17,344 | +351 | $3,915 |
LOW | 17,344 | +351 | $3,915 |
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11,749 | -1,653 | $3,902 |
AMP | 11,749 | -1,653 | $3,902 |
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28,908 | +333 | $3,827 |
PGR | 28,908 | +333 | $3,827 |
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24,047 | +3,209 | $3,784 |
CVX | 24,047 | +3,209 | $3,784 |
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42,739 | +705 | $3,765 |
MDT | 42,739 | +705 | $3,765 |
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5,426 | -428 | $3,750 |
BLK | 5,426 | -428 | $3,750 |
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52,854 | -6,085 | $3,689 |
AFL | 52,854 | -6,085 | $3,689 |
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53,183 | +3,936 | $3,677 |
CVS | 53,183 | +3,936 | $3,677 |
See Full List: All Stocks Held By SYSTM Wealth Solutions LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By SYSTM Wealth Solutions LLC
![]() At 06/30/2023: $738,511 At 03/31/2023: $649,692 SYSTM Wealth Solutions LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from SYSTM Wealth Solutions LLC 13F filings. Link to 13F filings: SEC filings |