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Home > Institutional Investor > Systm Wealth Solutions Llc > Profile

Instuitional Investor - Systm Wealth Solutions Llc

Fund Profile
Filing Period:
Fund Name: Systm Wealth Solutions Llc
Portfolio Value $3,294,364
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Unitedhealth Group Inc
 UNH 296 $173,066 5.25%
2.
Hershey Co
 HSY 878 $168,383 5.11%
3.
Elevance Health Inc.
 ELV 299 $155,480 4.72%
4.
Automatic Data Processing Inc
 ADP 550 $152,936 4.64%
5.
Microsoft Corp
 MSFT 347 $149,315 4.53%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)