HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MICROSOFT |
67,329 | +6,727 | $22,928 |
| MSFT | 67,329 | +6,727 | $22,928 |
| JOHNSON & JOHNSON |
94,372 | +6,464 | $15,621 |
| JNJ | 94,372 | +6,464 | $15,621 |
| APPLE COMPUTER INC |
67,541 | +13,939 | $13,101 |
| AAPL | 67,541 | +13,939 | $13,101 |
| ALPHABET INC CAP STK |
102,929 | +13,485 | $12,321 |
| GOOGL | 102,929 | +13,485 | $12,321 |
| PEPSICO INC |
62,835 | +4,528 | $11,638 |
| PEP | 62,835 | +4,528 | $11,638 |
| UNITED PARCEL SERVICE |
62,859 | +2,791 | $11,267 |
| UPS | 62,859 | +2,791 | $11,267 |
| ACCENTURE PLC IRELAND |
35,978 | +3,161 | $11,102 |
| ACN | 35,978 | +3,161 | $11,102 |
| UNITEDHEALTH GROUP IN |
22,775 | +3,638 | $10,946 |
| UNH | 22,775 | +3,638 | $10,946 |
| MARSH & MCLENNAN COS |
52,774 | +2,763 | $9,926 |
| MMC | 52,774 | +2,763 | $9,926 |
| PFIZER INC |
224,419 | +17,059 | $8,232 |
| PFE | 224,419 | +17,059 | $8,232 |
 LEGG MASON MARTIN CUR |
$8,175 | ||
| MUTUAL | 815,914 | +648,485 | $8,175 |
| HOME DEPOT INC COM |
25,702 | +1,078 | $7,984 |
| HD | 25,702 | +1,078 | $7,984 |
| ABBVIE INC COM |
55,272 | +1,793 | $7,447 |
| ABBV | 55,272 | +1,793 | $7,447 |
| TEXAS INSTRS INC COM |
39,272 | +7,068 | $7,070 |
| TXN | 39,272 | +7,068 | $7,070 |
| MERCK & CO INC COM |
60,870 | -20,989 | $7,024 |
| MRK | 60,870 | -20,989 | $7,024 |
| AUTOMATIC DATA PROCES |
31,635 | +17,899 | $6,953 |
| ADP | 31,635 | +17,899 | $6,953 |
| INTUIT COM |
15,022 | +1,689 | $6,883 |
| INTU | 15,022 | +1,689 | $6,883 |
| STARBUCKS CORP COM |
67,677 | +5,159 | $6,704 |
| SBUX | 67,677 | +5,159 | $6,704 |
| STRYKER CORPORATION C |
20,922 | +3,495 | $6,383 |
| SYK | 20,922 | +3,495 | $6,383 |
| VISA INC COM CL A |
24,904 | +4,068 | $5,914 |
| V | 24,904 | +4,068 | $5,914 |
| CHUBB LIMITED COM |
30,101 | -6,264 | $5,796 |
| CB | 30,101 | -6,264 | $5,796 |
| AMAZON COM INC COM |
42,925 | +7,392 | $5,596 |
| AMZN | 42,925 | +7,392 | $5,596 |
| ORACLE SYS CORP |
46,397 | -6,670 | $5,525 |
| ORCL | 46,397 | -6,670 | $5,525 |
| ANTHEM INC COM |
12,228 | -585 | $5,433 |
| ELV | 12,228 | -585 | $5,433 |
| ANALOG DEVICES INC CO |
27,864 | -3,869 | $5,428 |
| ADI | 27,864 | -3,869 | $5,428 |
| MASTERCARD INCORPORAT |
13,689 | +1,757 | $5,384 |
| MA | 13,689 | +1,757 | $5,384 |
| NIKE INC CL B |
48,764 | +6,988 | $5,382 |
| NKE | 48,764 | +6,988 | $5,382 |
| COMCAST CORP NEW COM |
128,382 | +15,205 | $5,334 |
| CMCSA | 128,382 | +15,205 | $5,334 |
| JPMORGAN CHASE & CO C |
34,330 | +5,559 | $4,993 |
| JPM | 34,330 | +5,559 | $4,993 |
| CISCO SYS INC COM |
93,922 | -72,650 | $4,860 |
| CSCO | 93,922 | -72,650 | $4,860 |
| SCHWAB CHARLES CORP C |
84,088 | +63,383 | $4,766 |
| SCHW | 84,088 | +63,383 | $4,766 |
| UNILEVER PLC SPON ADR |
89,503 | +12,069 | $4,666 |
| UL | 89,503 | +12,069 | $4,666 |
| BRISTOL MYERS SQUIBB |
72,954 | -24 | $4,665 |
| BMY | 72,954 | -24 | $4,665 |
| PROCTER & GAMBLE COMP |
30,564 | +7,659 | $4,638 |
| PG | 30,564 | +7,659 | $4,638 |
| ABBOTT LABS |
41,935 | -5,799 | $4,572 |
| ABT | 41,935 | -5,799 | $4,572 |
| FERGUSON PLC NEW REGI |
28,387 | -3,211 | $4,466 |
| FERG | 28,387 | -3,211 | $4,466 |
| GOLDMAN SACHS GROUP I |
13,641 | -1,943 | $4,400 |
| GS | 13,641 | -1,943 | $4,400 |
| BROADCOM INC COM |
4,904 | +617 | $4,254 |
| AVGO | 4,904 | +617 | $4,254 |
| AON PLC REGISTERED SH |
12,307 | +432 | $4,249 |
| AON | 12,307 | +432 | $4,249 |
| ALTRIA GROUP INC COM |
88,892 | +59,538 | $4,027 |
| MO | 88,892 | +59,538 | $4,027 |
| CONOCOPHILLIPS COM |
38,766 | +11,125 | $4,017 |
| COP | 38,766 | +11,125 | $4,017 |
| BERKSHIRE HATHAWAY IN |
$3,959 | ||
| BRK.B | 11,609 | +1,351 | $3,959 |
| LOWES COS INC COM |
17,344 | +351 | $3,915 |
| LOW | 17,344 | +351 | $3,915 |
| AMERIPRISE FINL INC C |
11,749 | -1,653 | $3,902 |
| AMP | 11,749 | -1,653 | $3,902 |
| PROGRESSIVE CORP COM |
28,908 | +333 | $3,827 |
| PGR | 28,908 | +333 | $3,827 |
| CHEVRON CORP NEW COM |
24,047 | +3,209 | $3,784 |
| CVX | 24,047 | +3,209 | $3,784 |
| MEDTRONIC PLC SHS |
42,739 | +705 | $3,765 |
| MDT | 42,739 | +705 | $3,765 |
| BLACKROCK INC COM |
5,426 | -428 | $3,750 |
| BLK | 5,426 | -428 | $3,750 |
| AFLAC INC COM |
52,854 | -6,085 | $3,689 |
| AFL | 52,854 | -6,085 | $3,689 |
| CVS CORP COM |
53,183 | +3,936 | $3,677 |
| CVS | 53,183 | +3,936 | $3,677 |
See Full List: All Stocks Held By SYSTM Wealth Solutions LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By SYSTM Wealth Solutions LLC
|
Size ($ in 1000's)
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 |
