Tandem Wealth Advisors

Latest statistics and disclosures from Tandem Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by Tandem Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Tandem Wealth Advisors

Tandem Wealth Advisors holds 83 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Aggregate Bond Etf Etf (AGG) 19.2 $30M 312k 96.99
Ishares Msci Eafe Etf Etf (EFA) 10.7 $17M 256k 65.64
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 7.9 $12M 165k 75.19
Ishares Mbs Etf Etf (MBB) 7.4 $12M 126k 92.75
S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY) 7.2 $11M 26k 442.80
Vanguard High Dividend Yield Index Etf Etf (VYM) 6.0 $9.5M 88k 108.21
Powershares Qqq Tr Etf (QQQ) 5.3 $8.3M 31k 266.28
Spdr S&p 500 Etf Etf (SPY) 5.1 $8.1M 21k 382.43
Health Care Select Sector Spdr Etf (XLV) 4.6 $7.3M 54k 135.85
Vanguard Information Technology Etf (VGT) 3.4 $5.3M 17k 319.41
Ishares Msci Emerging Markets Etf Etf (EEM) 3.1 $5.0M 131k 37.90
Vanguard Total Stk Mkt Etf (VTI) 2.4 $3.8M 20k 191.19
Vanguard Utilities Etf (VPU) 2.1 $3.4M 22k 153.36
Ishares S&p Smallcap 600 Etf Etf (IJR) 1.9 $3.0M 32k 94.64

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Vanguard Consumer Staples Etf Etf (VDC) 1.5 $2.4M 12k 191.57
Vanguard Total Bond Market Etf Etf (BND) 1.4 $2.2M 30k 71.84
Vanguard Energy Etf Etf (VDE) 1.1 $1.7M 14k 121.28
Vanguard Telecommunications Services Etf Etf (VOX) 0.9 $1.5M 18k 82.25
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP) 0.7 $1.1M 7.8k 141.24
Apple Stock (AAPL) 0.5 $827k 6.4k 129.93
Energy Select Sector Spdr Etf (XLE) 0.5 $773k 8.8k 87.47
Johnson & Johnson Stock (JNJ) 0.4 $630k 3.6k 176.65
Microsoft Stock (MSFT) 0.4 $629k 2.6k 239.82
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.3 $473k 5.4k 88.23
Lilly Eli & Co Stock (LLY) 0.3 $447k 1.2k 365.84
Broadcom Stock (AVGO) 0.3 $414k 741.00 559.13
Thermo Fisher Scientific Stock (TMO) 0.3 $410k 744.00 550.69
Costco Whsl Corp Stock (COST) 0.3 $399k 874.00 456.50
Procter And Gamble Stock (PG) 0.2 $382k 2.5k 151.56
Unitedhealth Group Stock (UNH) 0.2 $379k 715.00 530.18
Cisco Sys Stock (CSCO) 0.2 $366k 7.7k 47.64
Honeywell Intl Stock (HON) 0.2 $365k 1.7k 214.30
Nextera Energy Stock (NEE) 0.2 $316k 3.8k 83.60
Linde Stock (LIN) 0.2 $312k 957.00 326.18
Visa Stock (V) 0.2 $306k 1.5k 207.76
Emerson Elec Stock (EMR) 0.2 $284k 3.0k 96.06
Deere & Co Stock (DE) 0.2 $274k 640.00 428.76
Ishares S&p 500 Growth Etf Etf (IVW) 0.2 $272k 4.6k 58.50
Chubb Stock (CB) 0.2 $271k 1.2k 220.60
Intercontinental Exchange Stock (ICE) 0.2 $260k 2.5k 102.59
Abbott Labs Stock (ABT) 0.2 $240k 2.2k 109.79
Tjx Cos Stock (TJX) 0.1 $232k 2.9k 79.60
Hershey Stock (HSY) 0.1 $227k 981.00 231.57
Raytheon Technologies Corp Stock (RTX) 0.1 $225k 2.2k 100.92
Caterpillar Stock (CAT) 0.1 $220k 917.00 239.56
Nvidia Corporation Stock (NVDA) 0.1 $216k 1.5k 146.14
Jpmorgan Chase & Co Stock (JPM) 0.1 $215k 1.6k 134.10
Home Depot Stock (HD) 0.1 $209k 660.00 315.86
Amazon.com Stock (AMZN) 0.1 $193k 2.3k 84.00
Prologis Reit (PLD) 0.1 $188k 1.7k 112.73
Intuit Stock (INTU) 0.1 $186k 479.00 389.22
Bank America Corp Stock (BAC) 0.1 $185k 5.6k 33.12
Blackstone Stock (BX) 0.1 $174k 2.3k 74.19
Autozone Inc Nev Stock (AZO) 0.1 $168k 68.00 2466.18
United Parcel Service Inc Cl B Stock (UPS) 0.1 $142k 818.00 173.84
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.1 $82k 848.00 96.97
Abrdn Physical Gold Shares Etf Etf (SGOL) 0.0 $65k 3.7k 17.47
Abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free Etf Etf (BCD) 0.0 $59k 1.7k 34.60
Iq Global Resources Etf Etf (GRES) 0.0 $45k 1.3k 34.15
Ishares U.s. Consumer Staples Etf Etf (IYK) 0.0 $38k 187.00 202.78
Vaneck Durable High Dividend Etf Etf (DURA) 0.0 $38k 1.2k 31.87
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.0 $37k 410.00 89.99
Ishares Core Dividend Growth Etf Etf (DGRO) 0.0 $37k 736.00 50.01
Spdr S&p Dividend Etf Etf (SDY) 0.0 $37k 292.00 125.18
First Trust Value Line Dividend Index Fund Etf (FVD) 0.0 $36k 904.00 39.91
Vanguard Growth Etf Etf (VUG) 0.0 $32k 151.00 213.34
Financial Select Sector Spdr Etf (XLF) 0.0 $31k 891.00 34.18
Ishares Russell 2000 Etf Etf (IWM) 0.0 $29k 167.00 174.62
Abrdn Physical Silver Shares Etf Etf (SIVR) 0.0 $23k 1.0k 22.99
Public Svc Enterprise Grp Stock (PEG) 0.0 $21k 338.00 61.27
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.0 $18k 200.00 88.73
Tortoise North American Pipeline Fund Etf (TPYP) 0.0 $17k 696.00 24.70
Invesco Active U.s. Real Estate Fund Etf (PSR) 0.0 $15k 176.00 87.24
Vaneck Rare Earth/strategic Metals Etf Etf (REMX) 0.0 $15k 194.00 76.22
Sirius Xm Holdings Stock (SIRI) 0.0 $15k 2.5k 5.84
Babson Capital Corporate Investors Cef (MCI) 0.0 $13k 943.00 13.96
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.0 $13k 282.00 46.26
Erie Indty Co Cl A Stock (ERIE) 0.0 $11k 43.00 248.72
Nike Inc Cl B Stock (NKE) 0.0 $7.4k 63.00 117.02
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $5.9k 71.00 83.39
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $5.9k 55.00 107.18
Direxion Daily Semiconductor Bull 3x Shares Etf (SOXL) 0.0 $183.999800 19.00 9.68
Gopro Inc Cl A Stock (GPRO) 0.0 $125.000000 25.00 5.00

Past Filings by Tandem Wealth Advisors

SEC 13F filings are viewable for Tandem Wealth Advisors going back to 2022