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SYSTM Wealth Solutions LLC Top Holdings
As of  06/30/2023, below is a summary of the SYSTM Wealth Solutions LLC top holdings by largest position size, as per the latest 13f filing made by SYSTM Wealth Solutions LLC. In the SYSTM Wealth Solutions LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by SYSTM Wealth Solutions LLC in that top holding, then the share count change between reporting periods, and finally the SYSTM Wealth Solutions LLC top holding position size for that row.

   EntityAmountChange
 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
MICROSOFT 67,329 +6,727 $22,928
     MSFT67,329+6,727$22,928
JOHNSON & JOHNSON 94,372 +6,464 $15,621
     JNJ94,372+6,464$15,621
APPLE COMPUTER INC 67,541 +13,939 $13,101
     AAPL67,541+13,939$13,101
ALPHABET INC CAP STK 102,929 +13,485 $12,321
     GOOGL102,929+13,485$12,321
PEPSICO INC 62,835 +4,528 $11,638
     PEP62,835+4,528$11,638
UNITED PARCEL SERVICE 62,859 +2,791 $11,267
     UPS62,859+2,791$11,267
ACCENTURE PLC IRELAND 35,978 +3,161 $11,102
     ACN35,978+3,161$11,102
UNITEDHEALTH GROUP IN 22,775 +3,638 $10,946
     UNH22,775+3,638$10,946
MARSH & MCLENNAN COS 52,774 +2,763 $9,926
     MMC52,774+2,763$9,926
PFIZER INC 224,419 +17,059 $8,232
     PFE224,419+17,059$8,232
LEGG MASON MARTIN CUR      $8,175
     MUTUAL815,914+648,485$8,175
HOME DEPOT INC COM 25,702 +1,078 $7,984
     HD25,702+1,078$7,984
ABBVIE INC COM 55,272 +1,793 $7,447
     ABBV55,272+1,793$7,447
TEXAS INSTRS INC COM 39,272 +7,068 $7,070
     TXN39,272+7,068$7,070
MERCK & CO INC COM 60,870 -20,989 $7,024
     MRK60,870-20,989$7,024
AUTOMATIC DATA PROCES 31,635 +17,899 $6,953
     ADP31,635+17,899$6,953
INTUIT COM 15,022 +1,689 $6,883
     INTU15,022+1,689$6,883
STARBUCKS CORP COM 67,677 +5,159 $6,704
     SBUX67,677+5,159$6,704
STRYKER CORPORATION C 20,922 +3,495 $6,383
     SYK20,922+3,495$6,383
VISA INC COM CL A 24,904 +4,068 $5,914
     V24,904+4,068$5,914
CHUBB LIMITED COM 30,101 -6,264 $5,796
     CB30,101-6,264$5,796
AMAZON COM INC COM 42,925 +7,392 $5,596
     AMZN42,925+7,392$5,596
ORACLE SYS CORP 46,397 -6,670 $5,525
     ORCL46,397-6,670$5,525
ANTHEM INC COM 12,228 -585 $5,433
     ELV12,228-585$5,433
ANALOG DEVICES INC CO 27,864 -3,869 $5,428
     ADI27,864-3,869$5,428
MASTERCARD INCORPORAT 13,689 +1,757 $5,384
     MA13,689+1,757$5,384
NIKE INC CL B 48,764 +6,988 $5,382
     NKE48,764+6,988$5,382
COMCAST CORP NEW COM 128,382 +15,205 $5,334
     CMCSA128,382+15,205$5,334
JPMORGAN CHASE & CO C 34,330 +5,559 $4,993
     JPM34,330+5,559$4,993
CISCO SYS INC COM 93,922 -72,650 $4,860
     CSCO93,922-72,650$4,860
SCHWAB CHARLES CORP C 84,088 +63,383 $4,766
     SCHW84,088+63,383$4,766
UNILEVER PLC SPON ADR 89,503 +12,069 $4,666
     UL89,503+12,069$4,666
BRISTOL MYERS SQUIBB 72,954 -24 $4,665
     BMY72,954-24$4,665
PROCTER & GAMBLE COMP 30,564 +7,659 $4,638
     PG30,564+7,659$4,638
ABBOTT LABS 41,935 -5,799 $4,572
     ABT41,935-5,799$4,572
FERGUSON PLC NEW REGI 28,387 -3,211 $4,466
     FERG28,387-3,211$4,466
GOLDMAN SACHS GROUP I 13,641 -1,943 $4,400
     GS13,641-1,943$4,400
BROADCOM INC COM 4,904 +617 $4,254
     AVGO4,904+617$4,254
AON PLC REGISTERED SH 12,307 +432 $4,249
     AON12,307+432$4,249
ALTRIA GROUP INC COM 88,892 +59,538 $4,027
     MO88,892+59,538$4,027
CONOCOPHILLIPS COM 38,766 +11,125 $4,017
     COP38,766+11,125$4,017
BERKSHIRE HATHAWAY IN      $3,959
     BRK.B11,609+1,351$3,959
LOWES COS INC COM 17,344 +351 $3,915
     LOW17,344+351$3,915
AMERIPRISE FINL INC C 11,749 -1,653 $3,902
     AMP11,749-1,653$3,902
PROGRESSIVE CORP COM 28,908 +333 $3,827
     PGR28,908+333$3,827
CHEVRON CORP NEW COM 24,047 +3,209 $3,784
     CVX24,047+3,209$3,784
MEDTRONIC PLC SHS 42,739 +705 $3,765
     MDT42,739+705$3,765
BLACKROCK INC COM 5,426 -428 $3,750
     BLK5,426-428$3,750
AFLAC INC COM 52,854 -6,085 $3,689
     AFL52,854-6,085$3,689
CVS CORP COM 53,183 +3,936 $3,677
     CVS53,183+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

SYSTM Wealth Solutions LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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