SYSTM Wealth Solutions
Latest statistics and disclosures from SYSTM Wealth Solutions's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, GOOGL, UNH, PEP, ABBV, and represent 12.22% of SYSTM Wealth Solutions's stock portfolio.
- Added to shares of these 10 stocks: CMG, NVDA, CRWD, NTRA, CBZ, EXR, MDB, UBER, TTEK, VRT.
- Started 33 new stock positions in CYTK, SE, MMYT, VSTS, CASY, SWTX, VRT, RCL, VECO, AL.
- Reduced shares in these 10 stocks: GOOGL (-$8.7M), MSFT (-$7.3M), ACN (-$6.6M), APD (-$5.3M), JNJ, TXN, AAPL, PGR, JPM, BRK.B.
- Sold out of its positions in AES, AMN, ASGN, ACIW, AYI, WMS, A, AGYS, AGIO, ATSG.
- SYSTM Wealth Solutions was a net seller of stock by $-327M.
- SYSTM Wealth Solutions has $448M in assets under management (AUM), dropping by -43.37%.
- Central Index Key (CIK): 0001961893
Tip: Access up to 7 years of quarterly data
Positions held by SYSTM Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for SYSTM Wealth Solutions
SYSTM Wealth Solutions holds 660 positions in its portfolio as reported in the June 2024 quarterly 13F filing
SYSTM Wealth Solutions has 660 total positions. Only the first 250 positions are shown.
- Sign up to view all of the SYSTM Wealth Solutions June 30, 2024 positions
- Download the SYSTM Wealth Solutions June 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.8 | $21M | -25% | 48k | 446.95 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $9.2M | -48% | 50k | 182.15 |
|
| UnitedHealth (UNH) | 1.9 | $8.6M | -5% | 17k | 509.27 |
|
| Pepsi (PEP) | 1.8 | $7.9M | -23% | 48k | 164.93 |
|
| Abbvie (ABBV) | 1.8 | $7.9M | -29% | 46k | 171.52 |
|
| Automatic Data Processing (ADP) | 1.7 | $7.7M | -14% | 32k | 239.30 |
|
| Home Depot (HD) | 1.7 | $7.6M | -18% | 22k | 344.24 |
|
| Amazon (AMZN) | 1.7 | $7.4M | -17% | 38k | 193.25 |
|
| Anthem (ELV) | 1.7 | $7.4M | -22% | 14k | 541.84 |
|
| Apple (AAPL) | 1.6 | $7.3M | -33% | 35k | 210.62 |
|
| Marsh & McLennan Companies (MMC) | 1.6 | $7.1M | +4% | 34k | 210.72 |
|
| Intuit (INTU) | 1.6 | $7.0M | -31% | 11k | 657.20 |
|
| Analog Devices (ADI) | 1.5 | $6.8M | -8% | 30k | 228.26 |
|
| Avery Dennison Corporation (AVY) | 1.5 | $6.7M | 31k | 218.65 |
|
|
| Johnson & Johnson (JNJ) | 1.4 | $6.4M | -39% | 44k | 146.16 |
|
| Charles Schwab Corporation (SCHW) | 1.4 | $6.4M | -19% | 87k | 73.69 |
|
| Ameriprise Financial (AMP) | 1.4 | $6.3M | -4% | 15k | 427.18 |
|
| Ferguson SHS | 1.4 | $6.3M | -10% | 32k | 193.97 |
|
| Broadcom (AVGO) | 1.4 | $6.1M | -22% | 3.8k | 1605.38 |
|
| Hershey Company (HSY) | 1.4 | $6.1M | +4% | 33k | 183.83 |
|
| Microchip Technology (MCHP) | 1.3 | $5.9M | -12% | 64k | 91.50 |
|
| Goldman Sachs (GS) | 1.3 | $5.9M | -20% | 13k | 452.33 |
|
| Nasdaq Omx (NDAQ) | 1.2 | $5.5M | +4% | 91k | 60.26 |
|
| Raymond James Financial (RJF) | 1.2 | $5.3M | +4% | 43k | 123.61 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.2 | $5.2M | -55% | 17k | 303.41 |
|
| Intuitive Surgical Com New (ISRG) | 1.1 | $4.9M | +4% | 11k | 444.85 |
|
| AFLAC Incorporated (AFL) | 1.1 | $4.8M | +23% | 53k | 89.31 |
|
| Altria (MO) | 1.1 | $4.8M | -6% | 104k | 45.95 |
|
| Uber Technologies (UBER) | 1.1 | $4.7M | +31% | 65k | 72.68 |
|
| Texas Instruments Incorporated (TXN) | 1.0 | $4.7M | -44% | 24k | 194.53 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 1.0 | $4.5M | +5% | 29k | 153.90 |
|
| Procter & Gamble Company (PG) | 0.9 | $4.0M | -31% | 24k | 164.92 |
|
| Zoetis Cl A (ZTS) | 0.8 | $3.8M | -9% | 22k | 173.36 |
|
| Palo Alto Networks (PANW) | 0.8 | $3.6M | +11% | 11k | 339.02 |
|
| Motorola Solutions Com New (MSI) | 0.8 | $3.5M | +9% | 9.1k | 386.32 |
|
| MetLife (MET) | 0.8 | $3.5M | +24% | 50k | 70.19 |
|
| Mastercard Incorporated Cl A (MA) | 0.8 | $3.5M | -41% | 7.8k | 441.14 |
|
| Cubesmart (CUBE) | 0.8 | $3.5M | -13% | 77k | 45.17 |
|
| Servicenow (NOW) | 0.8 | $3.4M | -3% | 4.3k | 786.73 |
|
| Visa Com Cl A (V) | 0.8 | $3.4M | -44% | 13k | 262.47 |
|
| Ryan Specialty Holdings Cl A (RYAN) | 0.8 | $3.4M | -15% | 59k | 57.91 |
|
| Stryker Corporation (SYK) | 0.8 | $3.4M | -45% | 9.9k | 340.64 |
|
| NVIDIA Corporation (NVDA) | 0.7 | $3.3M | +621% | 26k | 123.54 |
|
| Meta Platforms Cl A (META) | 0.7 | $3.2M | -24% | 6.3k | 504.25 |
|
| Guidewire Software (GWRE) | 0.7 | $3.2M | +34% | 23k | 137.89 |
|
| Danaher Corporation (DHR) | 0.7 | $3.2M | -8% | 13k | 249.92 |
|
| Aon Shs Cl A (AON) | 0.7 | $3.1M | -29% | 11k | 293.58 |
|
| Merck & Co (MRK) | 0.7 | $3.1M | -49% | 25k | 124.11 |
|
| Chipotle Mexican Grill (CMG) | 0.7 | $3.1M | +4171% | 49k | 62.65 |
|
| Oracle Corporation (ORCL) | 0.7 | $3.1M | -39% | 22k | 141.20 |
|
| Fiserv (FI) | 0.7 | $3.1M | +35% | 21k | 149.04 |
|
| ConocoPhillips (COP) | 0.7 | $3.1M | -21% | 27k | 114.38 |
|
| Nike CL B (NKE) | 0.7 | $3.0M | 40k | 75.55 |
|
|
| CoStar (CSGP) | 0.7 | $3.0M | +23% | 40k | 74.14 |
|
| Dex (DXCM) | 0.6 | $2.9M | +10% | 25k | 113.38 |
|
| Mongodb Cl A (MDB) | 0.6 | $2.8M | +67% | 11k | 249.96 |
|
| Unilever Spon Adr New (UL) | 0.6 | $2.8M | -46% | 51k | 54.99 |
|
| IDEXX Laboratories (IDXX) | 0.6 | $2.8M | +5% | 5.7k | 487.20 |
|
| Morgan Stanley Com New (MS) | 0.6 | $2.6M | -20% | 27k | 97.19 |
|
| Kla Corp Com New (KLAC) | 0.6 | $2.5M | -48% | 3.1k | 824.60 |
|
| United Parcel Service CL B (UPS) | 0.6 | $2.5M | -54% | 18k | 136.85 |
|
| Public Service Enterprise (PEG) | 0.5 | $2.4M | -14% | 33k | 73.70 |
|
| Comcast Corp Cl A (CMCSA) | 0.5 | $2.4M | -52% | 62k | 39.16 |
|
| Pool Corporation (POOL) | 0.5 | $2.4M | +12% | 7.8k | 307.34 |
|
| Abbott Laboratories (ABT) | 0.5 | $2.4M | -54% | 23k | 103.91 |
|
| Valero Energy Corporation (VLO) | 0.5 | $2.3M | +4% | 15k | 156.76 |
|
| Monday SHS (MNDY) | 0.5 | $2.3M | 9.6k | 240.76 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.5 | $2.3M | -14% | 17k | 133.28 |
|
| Tyler Technologies (TYL) | 0.5 | $2.3M | +6% | 4.6k | 502.78 |
|
| Progressive Corporation (PGR) | 0.5 | $2.2M | -61% | 11k | 207.70 |
|
| Lamar Advertising Cl A (LAMR) | 0.5 | $2.2M | -17% | 19k | 119.53 |
|
| Old Republic International Corporation (ORI) | 0.5 | $2.1M | -14% | 69k | 30.90 |
|
| Airbnb Com Cl A (ABNB) | 0.5 | $2.1M | -29% | 14k | 151.62 |
|
| Waste Management (WM) | 0.5 | $2.0M | -37% | 9.6k | 213.34 |
|
| Watsco, Incorporated (WSO) | 0.5 | $2.0M | -43% | 4.4k | 463.20 |
|
| Cummins (CMI) | 0.4 | $2.0M | -13% | 7.2k | 276.91 |
|
| Target Corporation (TGT) | 0.4 | $2.0M | -46% | 13k | 148.04 |
|
| Paychex (PAYX) | 0.4 | $1.9M | -28% | 16k | 118.56 |
|
| Cme (CME) | 0.4 | $1.8M | -10% | 9.1k | 196.59 |
|
| Enterprise Products Partners (EPD) | 0.4 | $1.8M | -38% | 61k | 28.98 |
|
| Snap-on Incorporated (SNA) | 0.4 | $1.8M | -11% | 6.8k | 261.37 |
|
| Broadridge Financial Solutions (BR) | 0.4 | $1.8M | -38% | 8.9k | 197.38 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $1.7M | -7% | 1.9k | 905.59 |
|
| Align Technology (ALGN) | 0.4 | $1.7M | 7.2k | 241.43 |
|
|
| Netflix (NFLX) | 0.4 | $1.7M | -7% | 2.5k | 674.88 |
|
| Trex Company (TREX) | 0.4 | $1.7M | +15% | 23k | 74.12 |
|
| Equifax (EFX) | 0.4 | $1.6M | -44% | 6.8k | 242.45 |
|
| Darden Restaurants (DRI) | 0.4 | $1.6M | -11% | 11k | 151.32 |
|
| Boston Scientific Corporation (BSX) | 0.4 | $1.6M | +23% | 21k | 77.01 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $1.6M | -31% | 9.3k | 173.94 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $1.6M | 1.9k | 849.76 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $1.5M | +1803% | 4.0k | 383.19 |
|
| Transmedics Group (TMDX) | 0.3 | $1.5M | -35% | 10k | 150.62 |
|
| Workday Cl A (WDAY) | 0.3 | $1.5M | -34% | 6.9k | 223.56 |
|
| Starbucks Corporation (SBUX) | 0.3 | $1.5M | -60% | 20k | 77.85 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.4M | -71% | 6.9k | 202.26 |
|
| Natera (NTRA) | 0.3 | $1.4M | +3592% | 13k | 108.29 |
|
| Veeva Sys Cl A Com (VEEV) | 0.3 | $1.4M | -44% | 7.4k | 183.01 |
|
| Extra Space Storage (EXR) | 0.3 | $1.3M | +635% | 8.6k | 155.40 |
|
| Amphenol Corp Cl A (APH) | 0.3 | $1.3M | -19% | 20k | 67.43 |
|
| Genuine Parts Company (GPC) | 0.3 | $1.3M | -39% | 9.4k | 138.46 |
|
| Keurig Dr Pepper (KDP) | 0.3 | $1.3M | -40% | 39k | 33.41 |
|
| Cbiz (CBZ) | 0.3 | $1.3M | +7218% | 18k | 74.10 |
|
| Lululemon Athletica (LULU) | 0.3 | $1.3M | +4% | 4.3k | 298.70 |
|
| Tetra Tech (TTEK) | 0.3 | $1.1M | +2679% | 5.6k | 204.48 |
|
| Axon Enterprise (AXON) | 0.3 | $1.1M | +86% | 3.8k | 294.24 |
|
| Verisk Analytics (VRSK) | 0.2 | $1.1M | -49% | 4.1k | 269.55 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $1.1M | NEW | 13k | 86.57 |
|
| Take-Two Interactive Software (TTWO) | 0.2 | $1.1M | -53% | 6.9k | 155.49 |
|
| Chubb (CB) | 0.2 | $1.1M | -73% | 4.1k | 255.43 |
|
| Applied Materials (AMAT) | 0.2 | $1.1M | -53% | 4.5k | 235.99 |
|
| Cadence Design Systems (CDNS) | 0.2 | $1.0M | -14% | 3.3k | 307.75 |
|
| Ferrari Nv Ord (RACE) | 0.2 | $993k | -45% | 2.4k | 408.39 |
|
| Deckers Outdoor Corporation (DECK) | 0.2 | $990k | +8% | 1.0k | 967.95 |
|
| Copart (CPRT) | 0.2 | $979k | 18k | 54.16 |
|
|
| Sherwin-Williams Company (SHW) | 0.2 | $973k | +1183% | 3.3k | 298.41 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $959k | -56% | 6.7k | 142.73 |
|
| McDonald's Corporation (MCD) | 0.2 | $917k | -9% | 3.6k | 254.85 |
|
| Ball Corporation (BALL) | 0.2 | $861k | -45% | 14k | 60.02 |
|
| Fair Isaac Corporation (FICO) | 0.2 | $850k | -6% | 571.00 | 1488.66 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $824k | -6% | 8.2k | 100.39 |
|
| Arista Networks (ANET) | 0.2 | $790k | -43% | 2.3k | 350.48 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $787k | -33% | 10k | 77.99 |
|
| Advanced Micro Devices (AMD) | 0.2 | $772k | -14% | 4.8k | 162.21 |
|
| O'reilly Automotive (ORLY) | 0.2 | $766k | 725.00 | 1056.06 |
|
|
| Chevron Corporation (CVX) | 0.2 | $756k | -53% | 4.8k | 156.42 |
|
| United Rentals (URI) | 0.2 | $752k | +8% | 1.2k | 646.73 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $744k | +48% | 6.5k | 115.12 |
|
| Eaton Corp SHS (ETN) | 0.2 | $704k | +97% | 2.2k | 313.58 |
|
| Sap Se Spon Adr (SAP) | 0.2 | $704k | -47% | 3.5k | 201.73 |
|
| W.W. Grainger (GWW) | 0.1 | $667k | 739.00 | 902.53 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $639k | -79% | 16k | 39.77 |
|
| General Dynamics Corporation (GD) | 0.1 | $633k | -33% | 2.2k | 290.12 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $615k | -4% | 9.2k | 66.61 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $592k | -65% | 579.00 | 1022.32 |
|
| Linde SHS (LIN) | 0.1 | $576k | -68% | 1.3k | 438.79 |
|
| Capital One Financial (COF) | 0.1 | $574k | 4.1k | 138.46 |
|
|
| American Tower Reit (AMT) | 0.1 | $552k | -72% | 2.8k | 195.39 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $547k | -12% | 8.3k | 65.56 |
|
| Travelers Companies (TRV) | 0.1 | $530k | -66% | 2.6k | 203.37 |
|
| Kenvue (KVUE) | 0.1 | $513k | -59% | 28k | 18.18 |
|
| Lowe's Companies (LOW) | 0.1 | $500k | -70% | 2.3k | 220.50 |
|
| Medtronic SHS (MDT) | 0.1 | $494k | -76% | 6.3k | 79.00 |
|
| Sempra Energy (SRE) | 0.1 | $491k | +4% | 6.4k | 76.35 |
|
| Apollo Global Mgmt (APO) | 0.1 | $483k | -6% | 4.1k | 118.07 |
|
| Williams Companies (WMB) | 0.1 | $478k | -83% | 11k | 42.50 |
|
| Cigna Corp (CI) | 0.1 | $470k | -66% | 1.4k | 330.57 |
|
| Relx Sponsored Adr (RELX) | 0.1 | $467k | -16% | 10k | 45.88 |
|
| Cisco Systems (CSCO) | 0.1 | $423k | -86% | 8.9k | 47.51 |
|
| American Express Company (AXP) | 0.1 | $418k | -42% | 1.8k | 231.56 |
|
| Becton, Dickinson and (BDX) | 0.1 | $414k | +4% | 1.8k | 233.66 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $408k | -58% | 3.2k | 126.09 |
|
| Intel Corporation (INTC) | 0.1 | $404k | +13% | 13k | 30.97 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $402k | -14% | 3.8k | 106.47 |
|
| Icon SHS (ICLR) | 0.1 | $393k | -82% | 1.3k | 313.47 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $389k | -89% | 956.00 | 406.80 |
|
| AvalonBay Communities (AVB) | 0.1 | $386k | +2% | 1.9k | 207.95 |
|
| BP Sponsored Adr (BP) | 0.1 | $366k | -62% | 10k | 36.10 |
|
| Pfizer (PFE) | 0.1 | $360k | -83% | 13k | 27.98 |
|
| Coca-Cola Company (KO) | 0.1 | $346k | -13% | 5.4k | 63.92 |
|
| Walt Disney Company (DIS) | 0.1 | $344k | -3% | 3.5k | 99.29 |
|
| Citigroup Com New (C) | 0.1 | $341k | -80% | 5.4k | 63.46 |
|
| Arrow Electronics (ARW) | 0.1 | $334k | -59% | 2.8k | 120.76 |
|
| Metropcs Communications (TMUS) | 0.1 | $330k | -61% | 1.9k | 176.18 |
|
| Canadian Pacific Kansas City (CP) | 0.1 | $329k | -71% | 4.2k | 78.73 |
|
| Enbridge (ENB) | 0.1 | $325k | -2% | 9.1k | 35.59 |
|
| Philip Morris International (PM) | 0.1 | $311k | -88% | 3.0k | 102.13 |
|
| Canadian Natl Ry (CNI) | 0.1 | $310k | -40% | 2.6k | 118.14 |
|
| Packaging Corporation of America (PKG) | 0.1 | $310k | -18% | 1.7k | 182.83 |
|
| Vulcan Materials Company (VMC) | 0.1 | $306k | -5% | 1.2k | 248.69 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $301k | -10% | 7.8k | 38.85 |
|
| Axalta Coating Sys (AXTA) | 0.1 | $298k | 8.7k | 34.17 |
|
|
| Nextera Energy (NEE) | 0.1 | $297k | -20% | 4.2k | 70.81 |
|
| Wells Fargo & Company (WFC) | 0.1 | $290k | -84% | 4.9k | 59.39 |
|
| Humana (HUM) | 0.1 | $284k | -74% | 760.00 | 373.65 |
|
| Union Pacific Corporation (UNP) | 0.1 | $282k | +3% | 1.2k | 226.24 |
|
| Allstate Corporation (ALL) | 0.1 | $271k | -71% | 1.7k | 159.84 |
|
| Vici Pptys (VICI) | 0.1 | $263k | -31% | 9.1k | 28.94 |
|
| Air Products & Chemicals (APD) | 0.1 | $261k | -95% | 1.0k | 258.15 |
|
| Icici Bank Adr (IBN) | 0.1 | $254k | -66% | 8.8k | 28.81 |
|
| Verizon Communications (VZ) | 0.1 | $237k | -70% | 5.7k | 41.24 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $232k | -78% | 2.3k | 100.23 |
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $232k | -32% | 14k | 17.14 |
|
| Shell Spon Ads (SHEL) | 0.0 | $218k | -72% | 3.0k | 72.18 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $215k | 3.6k | 60.45 |
|
|
| Viatris (VTRS) | 0.0 | $207k | 19k | 10.63 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $198k | -92% | 4.8k | 41.53 |
|
| Haleon Spon Ads (HLN) | 0.0 | $197k | +4% | 24k | 8.26 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $196k | -86% | 4.9k | 39.79 |
|
| PPG Industries (PPG) | 0.0 | $194k | -23% | 1.5k | 125.90 |
|
| Barclays Adr (BCS) | 0.0 | $189k | -37% | 18k | 10.71 |
|
| Dow (DOW) | 0.0 | $188k | -6% | 3.6k | 53.04 |
|
| At&t (T) | 0.0 | $188k | -20% | 9.8k | 19.11 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $188k | -20% | 2.8k | 66.81 |
|
| Edison International (EIX) | 0.0 | $184k | -9% | 2.6k | 71.81 |
|
| Equinix (EQIX) | 0.0 | $180k | 238.00 | 756.95 |
|
|
| MercadoLibre (MELI) | 0.0 | $179k | -78% | 109.00 | 1643.40 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $175k | -80% | 400.00 | 436.39 |
|
| Ryanair Holdings Sponsored Ads (RYAAY) | 0.0 | $173k | -37% | 1.5k | 116.40 |
|
| MGM Resorts International. (MGM) | 0.0 | $172k | -70% | 3.9k | 44.44 |
|
| Bce Com New (BCE) | 0.0 | $167k | -24% | 5.2k | 32.37 |
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.0 | $164k | -63% | 4.4k | 37.39 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $164k | -77% | 2.2k | 72.87 |
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $163k | -80% | 922.00 | 176.88 |
|
| Crown Castle Intl (CCI) | 0.0 | $161k | -85% | 1.6k | 97.71 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $161k | -58% | 2.5k | 64.40 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $158k | -30% | 3.3k | 48.60 |
|
| Public Storage (PSA) | 0.0 | $157k | -4% | 547.00 | 287.65 |
|
| Prologis (PLD) | 0.0 | $156k | -18% | 1.4k | 112.31 |
|
| Peak (DOC) | 0.0 | $154k | -6% | 7.9k | 19.60 |
|
| Teck Resources CL B (TECK) | 0.0 | $154k | -52% | 3.2k | 47.90 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $151k | -25% | 1.5k | 104.25 |
|
| CRH Ord (CRH) | 0.0 | $151k | -94% | 2.0k | 74.98 |
|
| PNC Financial Services (PNC) | 0.0 | $151k | -91% | 971.00 | 155.53 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $147k | -78% | 1.5k | 100.89 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $147k | -27% | 2.4k | 59.89 |
|
| Thomson Reuters Corp. (TRI) | 0.0 | $144k | -73% | 851.00 | 168.57 |
|
| Rentokil Initial Sponsored Adr (RTO) | 0.0 | $140k | +19% | 4.7k | 29.65 |
|
| American Intl Group Com New (AIG) | 0.0 | $140k | -94% | 1.9k | 74.25 |
|
| BorgWarner (BWA) | 0.0 | $140k | 4.3k | 32.24 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $137k | -74% | 11k | 12.89 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $135k | -30% | 4.4k | 30.96 |
|
| Boeing Company (BA) | 0.0 | $134k | -87% | 736.00 | 182.01 |
|
| DTE Energy Company (DTE) | 0.0 | $131k | -38% | 1.2k | 111.54 |
|
| Ventas (VTR) | 0.0 | $130k | 2.5k | 51.26 |
|
|
| Canadian Natural Resources (CNQ) | 0.0 | $129k | -77% | 3.6k | 35.62 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $128k | -68% | 232.00 | 552.67 |
|
| Owens Corning (OC) | 0.0 | $128k | 736.00 | 173.72 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $128k | -89% | 696.00 | 183.48 |
|
| Gilead Sciences (GILD) | 0.0 | $127k | -15% | 1.9k | 68.61 |
|
| Markel Corporation (MKL) | 0.0 | $126k | -92% | 80.00 | 1575.66 |
|
| Steris Shs Usd (STE) | 0.0 | $126k | -76% | 573.00 | 219.54 |
|
| Suncor Energy (SU) | 0.0 | $124k | -76% | 3.3k | 38.09 |
|
| Prudential Adr (PUK) | 0.0 | $118k | -24% | 6.4k | 18.32 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $117k | -33% | 2.0k | 58.16 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $117k | -74% | 210.00 | 555.54 |
|
| General Motors Company (GM) | 0.0 | $114k | -20% | 2.5k | 46.46 |
|
| Waste Connections (WCN) | 0.0 | $114k | -79% | 650.00 | 175.36 |
|
| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $114k | 2.9k | 39.33 |
|
|
| Coupang Cl A (CPNG) | 0.0 | $111k | +2524% | 5.3k | 20.95 |
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.0 | $105k | -55% | 4.2k | 25.20 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $104k | NEW | 330.00 | 313.79 |
|
| Gildan Activewear Inc Com Cad (GIL) | 0.0 | $103k | +33% | 2.7k | 37.92 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $102k | -95% | 2.1k | 48.52 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $98k | -24% | 1.4k | 72.17 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $97k | 8.5k | 11.42 |
|
|
| Ubs Group SHS (UBS) | 0.0 | $95k | -74% | 3.2k | 29.54 |
|
| Invitation Homes (INVH) | 0.0 | $90k | -27% | 2.5k | 36.13 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $90k | -43% | 2.3k | 38.54 |
|
| TJX Companies (TJX) | 0.0 | $89k | -78% | 808.00 | 110.04 |
|
Past Filings by SYSTM Wealth Solutions
SEC 13F filings are viewable for SYSTM Wealth Solutions going back to 2022
- SYSTM Wealth Solutions 2024 Q2 filed Aug. 12, 2024
- SYSTM Wealth Solutions 2024 Q1 filed April 26, 2024
- SYSTM Wealth Solutions 2023 Q3 filed Nov. 14, 2023
- SYSTM Wealth Solutions 2023 Q2 filed Aug. 14, 2023
- SYSTM Wealth Solutions 2023 Q1 filed May 12, 2023
- SYSTM Wealth Solutions 2022 Q4 filed Feb. 10, 2023