Systm Wealth Solutions LLC Reduced Holdings in Q3 2024

Systm Wealth Solutions LLC

  • $3.29 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-47.3K
- 99.27%
$395.15 - $467.56 $18.7M - $22.1M
347 $149M
UNH
Unitedhealth Group Inc

Healthcare
-16.5K
- 98.24%
$488.01 - $604.18 $8.06M - $9.98M
296 $173M
PEP
Pepsico Inc

Consumer Defensive
-46.9K
- 98.32%
$161.9 - $179.3 $7.6M - $8.42M
801 $136M
ABBV
Abb Vie Inc.

Healthcare
-45.1K
- 98.5%
$163.84 - $199.33 $7.39M - $8.99M
685 $135M
ADP
Automatic Data Processing Inc

Industrials
-31.8K
- 98.3%
$233.44 - $279.45 $7.43M - $8.89M
550 $153M
HD
Home Depot, Inc.

Consumer Cyclical
-21.6K
- 98.49%
$333.64 - $405.2 $7.22M - $8.77M
332 $135M
AMZN
Amazon Com Inc

Consumer Cyclical
-38.3K
- 99.9%
$161.02 - $200.0 $6.17M - $7.67M
40 $7.45M
AAPL
Apple Inc.

Technology
-34.7K
- 99.93%
$207.23 - $234.82 $7.19M - $8.14M
24 $5.59M
ELV
Elevance Health, Inc.

Healthcare
-13.4K
- 97.81%
$500.12 - $562.29 $6.69M - $7.52M
299 $155M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-33.2K
- 98.98%
$210.25 - $231.86 $6.99M - $7.71M
343 $76.5M
AVY
Avery Dennison Corp

Industrials
-30K
- 98.38%
$202.27 - $224.18 $6.07M - $6.73M
495 $109M
JNJ
Johnson & Johnson

Healthcare
-43.6K
- 99.18%
$145.48 - $167.38 $6.34M - $7.3M
361 $58.5M
SCHW
Schwab Charles Corp

Financial Services
-84.8K
- 97.98%
$61.74 - $76.08 $5.24M - $6.45M
1.75K $113M
AMP
Ameriprise Financial Inc

Financial Services
-14.4K
- 97.93%
$391.53 - $469.81 $5.64M - $6.76M
305 $143M
AVGO
Broadcom Inc.

Technology
-3.79K
- 99.24%
$136.27 - $1745.86 $517K - $6.62M
29 $5M
HSY
Hershey CO

Consumer Defensive
-32.4K
- 97.37%
$182.45 - $203.25 $5.92M - $6.59M
878 $168M
GS
Goldman Sachs Group Inc

Financial Services
-12.9K
- 99.26%
$459.02 - $510.25 $5.92M - $6.58M
96 $47.5M
MCHP
Microchip Technology Inc

Technology
-62.9K
- 97.83%
$72.0 - $95.98 $4.53M - $6.04M
1.4K $112M
NDAQ
Nasdaq, Inc.

Financial Services
-89.5K
- 97.89%
$59.48 - $74.31 $5.32M - $6.65M
1.93K $141M
RJF
Raymond James Financial Inc

Financial Services
-42K
- 97.53%
$106.39 - $125.13 $4.47M - $5.26M
1.07K $130M
ACN
Accenture PLC

Technology
-17K
- 99.69%
$295.44 - $355.81 $5.02M - $6.05M
52 $18.4M
ISRG
Intuitive Surgical Inc

Healthcare
-11K
- 99.97%
$416.14 - $494.01 $4.58M - $5.43M
3 $1.47M
UBER
Uber Technologies, Inc

Technology
-64.8K
- 99.98%
$58.48 - $77.47 $3.79M - $5.02M
16 $1.2M
AFL
Aflac Inc

Financial Services
-52.4K
- 98.11%
$88.52 - $111.8 $4.63M - $5.85M
1.01K $112M
MO
Altria Group, Inc.

Consumer Defensive
-102K
- 97.92%
$45.95 - $54.71 $4.67M - $5.56M
2.16K $112M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-28.6K
- 97.89%
$138.82 - $162.76 $3.97M - $4.65M
617 $100M
PANW
Palo Alto Networks Inc

Technology
-10.7K
- 99.98%
$294.18 - $368.01 $3.14M - $3.92M
2 $684K
MA
Mastercard Inc

Financial Services
-7.83K
- 99.94%
$429.6 - $500.99 $3.36M - $3.92M
5 $2.47M
MET
Metlife Inc

Financial Services
-48.9K
- 97.98%
$67.96 - $82.48 $3.33M - $4.04M
1.01K $83.1M
NOW
Service Now, Inc.

Technology
-4.34K
- 99.95%
$730.87 - $937.36 $3.17M - $4.07M
2 $1.79M
V
Visa Inc.

Financial Services
-12.9K
- 99.93%
$253.74 - $291.56 $3.28M - $3.77M
9 $2.48M
CUBE
Cube Smart

Real Estate
-74.4K
- 97.28%
$43.74 - $54.55 $3.25M - $4.06M
2.08K $112M
NVDA
Nvidia Corp

Technology
-26.3K
- 99.73%
$98.91 - $134.91 $2.6M - $3.55M
70 $8.5M
META
Meta Platforms, Inc.

Communication Services
-6.32K
- 99.84%
$453.41 - $572.44 $2.86M - $3.62M
10 $5.73M
MRK
Merck & Co., Inc.

Healthcare
-24.7K
- 98.66%
$111.15 - $128.97 $2.74M - $3.18M
334 $38.2M
NKE
Nike, Inc.

Consumer Cyclical
-40K
- 99.52%
$71.09 - $89.44 $2.84M - $3.58M
191 $16.9M
DXCM
Dexcom Inc

Healthcare
-25.2K
- 99.97%
$64.0 - $116.06 $1.61M - $2.92M
7 $470K
MDB
Mongo Db, Inc.

Technology
-11.3K
- 99.98%
$221.5 - $296.69 $2.51M - $3.36M
2 $541K
ABT
Abbott Laboratories

Healthcare
-22.3K
- 97.88%
$100.07 - $118.13 $2.23M - $2.63M
483 $55.1M
VLO
Valero Energy Corp

Energy
-14.3K
- 96.27%
$132.81 - $163.48 $1.9M - $2.34M
556 $75.1M
PGR
Progressive Corp

Financial Services
-10.8K
- 99.96%
$209.46 - $259.24 $2.26M - $2.8M
4 $1.02M
ABNB
Airbnb, Inc.

Consumer Cyclical
-13.6K
- 99.94%
$113.01 - $154.34 $1.53M - $2.1M
8 $1.02M
LLY
Eli Lilly & CO

Healthcare
-1.92K
- 99.74%
$772.14 - $960.02 $1.49M - $1.85M
5 $4.43M
NFLX
Netflix Inc

Communication Services
-2.53K
- 99.8%
$598.55 - $722.26 $1.52M - $1.83M
5 $3.55M
COST
Costco Wholesale Corp

Consumer Defensive
-1.85K
- 99.89%
$801.83 - $917.05 $1.48M - $1.7M
2 $1.77M
CRWD
Crowd Strike Holdings, Inc.

Technology
-4.01K
- 99.9%
$217.89 - $392.15 $874K - $1.57M
4 $1.12M
VRT
Vertiv Holdings CO

Industrials
-12.5K
- 99.98%
$86.66 - $86.66 $1.09M - $1.09M
3 $299K
CDNS
Cadence Design Systems Inc

Technology
-3.28K
- 99.85%
$246.84 - $321.11 $809K - $1.05M
5 $1.36M
NVO
Novo Nordisk A S

Healthcare
-6.7K
- 99.76%
$119.07 - $145.42 $798K - $975K
16 $1.91M
Activity Summary
Buys All Purchases 9 New Holdings 3 Increased Positions 6 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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