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 53.59% of Tandem Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: DGRO (+$9.0M), AGG, GEHC, MSFT, ADBE, DFGP, DFAS, DFUV, AVEM, AVUV.
- Started 9 new stock positions in AVUV, AVDV, AVEM, GEHC, DFUS, DFGP, DGRO, DFAS, DFUV.
- Reduced shares in these 10 stocks: VYM (-$9.3M), QQQ, VCSH, VGT, SPY, , MDY, EFA, MBB, JNJ.
- Sold out of its positions in CSCO, VYM.
- Tandem Wealth Advisors was a net seller of stock by $-4.0M.
- Tandem Wealth Advisors has $173M in assets under management (AUM), dropping by 5.96%.
- Central Index Key (CIK): 0001842557
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Positions held by Tandem Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Tandem Wealth Advisors
Tandem Wealth Advisors holds 66 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Ishares Aggregate Bond Etf Etf (AGG) | 19.7 | $34M | +5% | 344k | 99.25 |
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Ishares Msci Eafe Etf Etf (EFA) | 10.7 | $19M | 246k | 75.35 |
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S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY) | 9.5 | $16M | -2% | 32k | 507.38 |
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Ishares Mbs Etf Etf (MBB) | 6.9 | $12M | -2% | 128k | 94.08 |
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Vanguard Short-term Corporate Bond Etf Etf (VCSH) | 6.8 | $12M | -9% | 152k | 77.37 |
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Spdr S&p 500 Etf Etf (SPY) | 5.7 | $9.9M | -5% | 21k | 475.31 |
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Powershares Qqq Tr Etf (QQQ) | 5.2 | $9.0M | -13% | 22k | 409.52 |
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Ishares Core Dividend Growth Etf Etf (DGRO) | 5.2 | $9.0M | NEW | 167k | 53.82 |
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Ishares S&p Smallcap 600 Etf Etf (IJR) | 4.4 | $7.7M | -2% | 71k | 108.25 |
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Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP) | 4.1 | $7.2M | -2% | 46k | 157.80 |
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Vanguard Information Technology Etf (VGT) | 4.0 | $7.0M | -9% | 14k | 484.00 |
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Ishares Msci Emerging Markets Etf Etf (EEM) | 3.1 | $5.4M | 134k | 40.21 |
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Vanguard Total Stk Mkt Etf (VTI) | 2.6 | $4.5M | -2% | 19k | 237.22 |
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Health Care Select Sector Spdr Etf (XLV) | 2.4 | $4.2M | 31k | 136.38 |
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Vanguard Total Bond Market Etf Etf (BND) | 1.3 | $2.3M | 31k | 73.55 |
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Microsoft Stock (MSFT) | 0.6 | $1.0M | +21% | 2.7k | 376.04 |
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Apple Stock (AAPL) | 0.5 | $876k | 4.6k | 192.53 |
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.4 | $711k | 5.1k | 139.69 |
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Energy Select Sector Spdr Etf (XLE) | 0.4 | $663k | -2% | 7.9k | 83.84 |
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Costco Whsl Corp Stock (COST) | 0.3 | $588k | -2% | 890.00 | 660.08 |
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Pnc Finl Svcs Group Stock (PNC) | 0.3 | $467k | 3.0k | 154.87 |
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Eli Lilly & Co Stock (LLY) | 0.3 | $464k | -4% | 796.00 | 582.92 |
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Broadcom Stock (AVGO) | 0.3 | $457k | -5% | 409.00 | 1116.25 |
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Amazon.com Stock (AMZN) | 0.3 | $437k | 2.9k | 151.94 |
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Visa Stock (V) | 0.2 | $428k | 1.6k | 260.35 |
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Thermo Fisher Scientific Stock (TMO) | 0.2 | $422k | 795.00 | 530.79 |
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Kla Corp Stock (KLAC) | 0.2 | $413k | -3% | 710.00 | 581.30 |
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Unitedhealth Group Stock (UNH) | 0.2 | $411k | 781.00 | 526.47 |
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Tjx Cos Stock (TJX) | 0.2 | $385k | 4.1k | 93.81 |
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Procter And Gamble Stock (PG) | 0.2 | $378k | 2.6k | 146.54 |
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Adobe Stock (ADBE) | 0.2 | $374k | +42% | 627.00 | 596.60 |
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Linde Stock (LIN) | 0.2 | $342k | 832.00 | 410.71 |
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Intercontinental Exchange Stock (ICE) | 0.2 | $342k | 2.7k | 128.43 |
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Johnson & Johnson Stock (JNJ) | 0.2 | $341k | -43% | 2.2k | 156.74 |
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Nvidia Corporation Stock (NVDA) | 0.2 | $323k | 653.00 | 495.22 |
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Ge Healthcare Technologies Stock (GEHC) | 0.2 | $322k | NEW | 4.2k | 77.32 |
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Jpmorgan Chase & Co Stock (JPM) | 0.2 | $320k | 1.9k | 170.10 |
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Blackstone Stock (BX) | 0.2 | $318k | -2% | 2.4k | 130.92 |
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Chubb Stock (CB) | 0.2 | $309k | 1.4k | 226.00 |
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Caterpillar Stock (CAT) | 0.2 | $296k | 1.0k | 295.67 |
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Emerson Elec Stock (EMR) | 0.2 | $280k | 2.9k | 97.33 |
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Deere & Co Stock (DE) | 0.2 | $265k | 663.00 | 399.87 |
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Real Estate Select Sector Spdr Fund Etf (XLRE) | 0.2 | $265k | 6.6k | 40.06 |
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Abbott Labs Stock (ABT) | 0.1 | $256k | 2.3k | 110.07 |
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Nextera Energy Stock (NEE) | 0.1 | $255k | 4.2k | 60.74 |
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Home Depot Stock (HD) | 0.1 | $251k | 725.00 | 346.55 |
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Honeywell Intl Stock (HON) | 0.1 | $250k | 1.2k | 209.71 |
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Bank America Corp Stock (BAC) | 0.1 | $227k | 6.7k | 33.67 |
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Autozone Inc Nev Stock (AZO) | 0.1 | $217k | 84.00 | 2585.61 |
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Fortinet Stock (FTNT) | 0.1 | $217k | 3.7k | 58.53 |
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Hershey Stock (HSY) | 0.1 | $189k | 1.0k | 186.44 |
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Dimensional Global Core Plus Fixed Income Etf Etf (DFGP) | 0.0 | $61k | NEW | 1.1k | 53.26 |
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Dimensional U.s. Small Cap Etf Etf (DFAS) | 0.0 | $40k | NEW | 669.00 | 59.62 |
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Workday Inc Cl A Stock (WDAY) | 0.0 | $28k | 100.00 | 276.06 |
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Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.0 | $27k | 193.00 | 140.93 |
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Dimensional Us Marketwide Value Etf Etf (DFUV) | 0.0 | $25k | NEW | 675.00 | 37.22 |
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Avantis Emerging Markets Equity Etf Etf (AVEM) | 0.0 | $25k | NEW | 435.00 | 56.39 |
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Public Svc Enterprise Grp Stock (PEG) | 0.0 | $21k | 338.00 | 61.15 |
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Avantis U.s. Small Cap Value Etf Etf (AVUV) | 0.0 | $18k | NEW | 199.00 | 89.80 |
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Erie Indty Co Cl A Stock (ERIE) | 0.0 | $14k | 43.00 | 334.93 |
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Sirius Xm Holdings Stock (SIRI) | 0.0 | $14k | 2.5k | 5.47 |
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Dimensional U.s. Equity Etf Etf (DFUS) | 0.0 | $13k | NEW | 259.00 | 51.83 |
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Avantis International Small Cap Value Etf Etf (AVDV) | 0.0 | $8.6k | NEW | 137.00 | 62.49 |
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Nike Inc Cl B Stock (NKE) | 0.0 | $6.8k | 63.00 | 108.57 |
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Intel Corp Stock (INTC) | 0.0 | $5.0k | 100.00 | 50.25 |
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Merck & Co Stock (MRK) | 0.0 | $4.8k | 44.00 | 109.02 |
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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 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