| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 7 | Q2 2024 | 4.8% |
| JOHNSON & JOHNSON | 7 | Q2 2024 | 2.2% |
| ALPHABET INC CAP STK CL A | 7 | Q2 2024 | 2.0% |
| PEPSICO INC | 7 | Q2 2024 | 1.8% |
| ACCENTURE PLC IRELAND SHS CLAS | 7 | Q2 2024 | 1.8% |
| UNITEDHEALTH GROUP INC COM | 7 | Q2 2024 | 1.9% |
| APPLE INC | 7 | Q2 2024 | 1.8% |
| ABBVIE INC COM | 7 | Q2 2024 | 1.8% |
| HOME DEPOT INC COM | 7 | Q2 2024 | 1.7% |
| MARSH & MCLENNAN COS INC COM | 7 | Q2 2024 | 1.6% |
View SYSTM Wealth Solutions LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-10 |
View SYSTM Wealth Solutions LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.