Tandem Wealth Advisors

Tandem Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Tandem Wealth Advisors

Tandem Wealth Advisors holds 52 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Aggregate Bond Etf Etf (AGG) 19.5 $38M 395k 96.90
S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY) 8.3 $16M 29k 569.58
Ishares Msci Eafe Etf Etf (EFA) 7.6 $15M 197k 75.61
Ishares Mbs Etf Etf (MBB) 7.2 $14M 153k 91.68
Spdr S&p 500 Etf Etf (SPY) 7.1 $14M 24k 586.08
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 6.8 $13M 172k 78.01
Ishares Core Dividend Growth Etf Etf (DGRO) 6.4 $13M 205k 61.34
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP) 5.6 $11M 62k 175.23
Powershares Qqq Tr Etf (QQQ) 4.7 $9.2M 18k 511.24
Ishares S&p Smallcap 600 Etf Etf (IJR) 4.2 $8.1M 71k 115.22
Vanguard Information Technology Etf (VGT) 3.3 $6.5M 11k 621.81
Ishares Msci Emerging Markets Etf Etf (EEM) 3.1 $6.2M 147k 41.82
Argent Mid Cap Etf Etf (AMID) 2.4 $4.8M 140k 34.12
Vanguard Total Stk Mkt Etf (VTI) 2.1 $4.0M 14k 289.81
Vanguard Total Bond Market Etf Etf (BND) 1.3 $2.6M 36k 71.91
Erie Indty Co Cl A Stock (ERIE) 0.8 $1.6M 3.9k 412.23
Microsoft Stock (MSFT) 0.7 $1.4M 3.2k 421.50
Amazon.com Stock (AMZN) 0.7 $1.3M 5.8k 219.39
Apple Stock (AAPL) 0.6 $1.2M 4.8k 250.42
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.5 $997k 5.3k 189.30
Meta Platforms Inc Cl A Stock (META) 0.5 $889k 1.5k 585.51
Broadcom Stock (AVGO) 0.4 $838k 3.6k 231.84
Costco Whsl Corp Stock (COST) 0.4 $836k 912.00 916.27
Nvidia Corporation Stock (NVDA) 0.4 $775k 5.8k 134.29
Kla Corp Stock (KLAC) 0.3 $590k 937.00 630.12
Pnc Finl Svcs Group Stock (PNC) 0.3 $582k 3.0k 192.87
Eli Lilly & Co Stock (LLY) 0.3 $540k 700.00 772.00
Energy Select Sector Spdr Etf (XLE) 0.3 $509k 5.9k 85.66
Intercontinental Exchange Stock (ICE) 0.3 $494k 3.3k 149.01
Jpmorgan Chase & Co Stock (JPM) 0.2 $489k 2.0k 239.71
Vanguard S&p Mid-cap 400 Etf Etf (IVOO) 0.2 $460k 4.4k 105.50
Unitedhealth Group Stock (UNH) 0.2 $445k 880.00 505.86
Blackstone Stock (BX) 0.2 $415k 2.4k 172.42
Eaton Corp Stock (ETN) 0.2 $401k 1.2k 331.87
Linde Stock (LIN) 0.2 $394k 940.00 418.67
Bank America Corp Stock (BAC) 0.2 $387k 8.8k 43.95
Chubb Stock (CB) 0.2 $382k 1.4k 276.30
Utilities Select Sector Spdr Fund Etf (XLU) 0.2 $367k 4.8k 75.69
Caterpillar Stock (CAT) 0.2 $367k 1.0k 362.76
Ge Healthcare Technologies Stock (GEHC) 0.2 $358k 4.6k 78.18
Tjx Cos Stock (TJX) 0.2 $348k 2.9k 120.81
Visa Stock (V) 0.2 $345k 1.1k 316.04
Parker-hannifin Corp Stock (PH) 0.2 $337k 529.00 636.03
Thermo Fisher Scientific Stock (TMO) 0.2 $329k 632.00 520.23
Procter And Gamble Stock (PG) 0.2 $320k 1.9k 167.65
Sherwin Williams Stock (SHW) 0.2 $302k 888.00 339.93
Honeywell Intl Stock (HON) 0.2 $300k 1.3k 225.89
Home Depot Stock (HD) 0.1 $289k 744.00 388.99
Real Estate Select Sector Spdr Fund Etf (XLRE) 0.1 $289k 7.1k 40.67
Autozone Inc Nev Stock (AZO) 0.1 $279k 87.00 3202.00
Fortinet Stock (FTNT) 0.1 $241k 2.5k 94.48
Netflix Stock (NFLX) 0.1 $230k 258.00 891.32