Tandem Wealth Advisors
Latest statistics and disclosures from Tandem Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AGG, EFA, MDY, MBB, VCSH, and represent 52.82% of Tandem Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: RSP, DGRO, AGG, MBB, SHW, VCSH, AMZN, IJR, EFA, EEM.
- Started 1 new stock position in SHW.
- Reduced shares in these 10 stocks: VGT, QQQ, JNJ, EMR, HSY, XLE, VTI, NVDA, LLY, SPY.
- Sold out of its positions in GOOG, AVEM, AVDV, AVUV, DFUS, DFAS, DFGP, DFUV, EMR, ERIE. HSY, INTC, JNJ, MRK, NKE, PEG, SIRI, WDAY.
- Tandem Wealth Advisors was a net buyer of stock by $1.5M.
- Tandem Wealth Advisors has $182M in assets under management (AUM), dropping by 4.92%.
- Central Index Key (CIK): 0001842557
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Portfolio Holdings for Tandem Wealth Advisors
Tandem Wealth Advisors holds 49 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Aggregate Bond Etf Etf (AGG) | 18.9 | $34M | +2% | 353k | 97.46 |
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| Ishares Msci Eafe Etf Etf (EFA) | 10.8 | $20M | 247k | 79.49 |
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| S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY) | 9.8 | $18M | 32k | 551.03 |
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| Ishares Mbs Etf Etf (MBB) | 6.7 | $12M | +3% | 133k | 91.89 |
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| Vanguard Short-term Corporate Bond Etf Etf (VCSH) | 6.6 | $12M | +2% | 155k | 77.19 |
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| Ishares Core Dividend Growth Etf Etf (DGRO) | 6.0 | $11M | +12% | 188k | 57.68 |
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| Spdr S&p 500 Etf Etf (SPY) | 5.9 | $11M | 21k | 519.40 |
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| Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP) | 5.1 | $9.3M | +22% | 56k | 167.89 |
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| Powershares Qqq Tr Etf (QQQ) | 4.8 | $8.8M | -9% | 20k | 440.56 |
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| Ishares S&p Smallcap 600 Etf Etf (IJR) | 4.4 | $7.9M | 72k | 109.43 |
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| Vanguard Information Technology Etf (VGT) | 3.4 | $6.3M | -16% | 12k | 519.08 |
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| Ishares Msci Emerging Markets Etf Etf (EEM) | 3.1 | $5.6M | 136k | 41.07 |
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| Vanguard Total Stk Mkt Etf (VTI) | 2.7 | $4.8M | -2% | 19k | 259.90 |
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| Health Care Select Sector Spdr Etf (XLV) | 2.5 | $4.6M | 31k | 146.35 |
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| Vanguard Total Bond Market Etf Etf (BND) | 1.2 | $2.2M | 31k | 72.63 |
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| Microsoft Stock (MSFT) | 0.6 | $1.2M | 2.7k | 420.72 |
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| Apple Stock (AAPL) | 0.4 | $786k | 4.6k | 171.48 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.4 | $760k | 5.0k | 150.93 |
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| Amazon.com Stock (AMZN) | 0.4 | $684k | +31% | 3.8k | 180.38 |
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| Costco Whsl Corp Stock (COST) | 0.3 | $600k | -7% | 819.00 | 732.63 |
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| Energy Select Sector Spdr Etf (XLE) | 0.3 | $591k | -20% | 6.3k | 94.41 |
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| Eli Lilly & Co Stock (LLY) | 0.3 | $543k | -12% | 698.00 | 777.96 |
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| Nvidia Corporation Stock (NVDA) | 0.3 | $511k | -13% | 565.00 | 903.56 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.3 | $488k | 3.0k | 161.62 |
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| Broadcom Stock (AVGO) | 0.3 | $479k | -11% | 361.00 | 1325.41 |
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| Visa Stock (V) | 0.3 | $459k | 1.6k | 279.08 |
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| Thermo Fisher Scientific Stock (TMO) | 0.2 | $454k | 781.00 | 581.21 |
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| Kla Corp Stock (KLAC) | 0.2 | $453k | -8% | 649.00 | 698.57 |
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| Procter And Gamble Stock (PG) | 0.2 | $419k | 2.6k | 162.25 |
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| Tjx Cos Stock (TJX) | 0.2 | $414k | 4.1k | 101.42 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.2 | $401k | +6% | 2.0k | 200.30 |
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| Unitedhealth Group Stock (UNH) | 0.2 | $386k | 781.00 | 494.70 |
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| Linde Stock (LIN) | 0.2 | $386k | 832.00 | 464.32 |
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| Ge Healthcare Technologies Stock (GEHC) | 0.2 | $384k | 4.2k | 90.91 |
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| Caterpillar Stock (CAT) | 0.2 | $372k | 1.0k | 366.43 |
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| Intercontinental Exchange Stock (ICE) | 0.2 | $363k | 2.6k | 137.43 |
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| Chubb Stock (CB) | 0.2 | $352k | 1.4k | 259.13 |
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| Blackstone Stock (BX) | 0.2 | $319k | 2.4k | 131.37 |
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| Adobe Stock (ADBE) | 0.2 | $316k | 627.00 | 504.60 |
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| Bank America Corp Stock (BAC) | 0.2 | $294k | +15% | 7.8k | 37.92 |
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| Sherwin Williams Stock (SHW) | 0.2 | $294k | NEW | 846.00 | 347.33 |
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| Home Depot Stock (HD) | 0.2 | $278k | 725.00 | 383.60 |
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| Deere & Co Stock (DE) | 0.1 | $272k | 663.00 | 410.74 |
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| Nextera Energy Stock (NEE) | 0.1 | $269k | 4.2k | 63.91 |
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| Autozone Inc Nev Stock (AZO) | 0.1 | $265k | 84.00 | 3151.65 |
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| Abbott Labs Stock (ABT) | 0.1 | $264k | 2.3k | 113.66 |
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| Real Estate Select Sector Spdr Fund Etf (XLRE) | 0.1 | $261k | 6.6k | 39.53 |
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| Fortinet Stock (FTNT) | 0.1 | $248k | -2% | 3.6k | 68.31 |
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| Honeywell Intl Stock (HON) | 0.1 | $245k | 1.2k | 205.25 |
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Past Filings by Tandem Wealth Advisors
SEC 13F filings are viewable for Tandem Wealth Advisors going back to 2022
- Tandem Wealth Advisors 2024 Q1 filed May 9, 2024
- Tandem Wealth Advisors 2023 Q4 filed Jan. 17, 2024
- Tandem Wealth Advisors 2023 Q3 filed Oct. 27, 2023
- Tandem Wealth Advisors 2023 Q2 filed Aug. 16, 2023
- Tandem Wealth Advisors 2023 Q1 filed July 7, 2023
- Tandem Wealth Advisors 2022 Q4 filed Feb. 23, 2023