Tandem Wealth Advisors

Tandem Wealth Advisors as of March 31, 2025

Portfolio Holdings for Tandem Wealth Advisors

Tandem Wealth Advisors holds 53 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Aggregate Bond Etf Etf (AGG) 20.5 $39M 396k 98.89
S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY) 8.2 $16M 29k 533.29
Ishares Msci Eafe Etf Etf (EFA) 8.1 $16M 190k 81.82
Ishares Mbs Etf Etf (MBB) 7.6 $14M 154k 93.76
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 7.1 $14M 171k 78.94
Spdr S&p 500 Etf Etf (SPY) 6.7 $13M 23k 558.72
Ishares Core Dividend Growth Etf Etf (DGRO) 6.4 $12M 200k 61.67
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP) 5.5 $11M 61k 172.97
Powershares Qqq Tr Etf (QQQ) 4.2 $8.1M 17k 468.93
Ishares S&p Smallcap 600 Etf Etf (IJR) 3.9 $7.4M 71k 104.47
Ishares Msci Emerging Markets Etf Etf (EEM) 3.4 $6.5M 149k 43.71
Argent Mid Cap Etf Etf (AMID) 2.3 $4.4M 140k 31.46
Vanguard Total Stk Mkt Etf (VTI) 2.1 $4.0M 15k 274.84
Vanguard Financials Etf Etf (VFH) 1.6 $3.0M 25k 119.21
Vanguard Total Bond Market Etf Etf (BND) 1.4 $2.7M 37k 73.45
Vanguard Information Technology Etf (VGT) 1.3 $2.6M 4.7k 542.58
Apple Stock (AAPL) 0.7 $1.3M 5.7k 222.13
Microsoft Stock (MSFT) 0.5 $1.0M 2.7k 375.39
Amazon.com Stock (AMZN) 0.5 $949k 5.0k 190.26
Meta Platforms Inc Cl A Stock (META) 0.5 $865k 1.5k 576.36
Eli Lilly & Co Stock (LLY) 0.4 $813k 984.00 825.91
Costco Whsl Corp Stock (COST) 0.4 $722k 763.00 945.78
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.4 $711k 4.6k 154.64
Kla Corp Stock (KLAC) 0.4 $698k 1.0k 679.80
Intercontinental Exchange Stock (ICE) 0.4 $676k 3.9k 172.50
Energy Select Sector Spdr Etf (XLE) 0.3 $623k 6.7k 93.45
Nvidia Corporation Stock (NVDA) 0.3 $604k 5.6k 108.38
Unitedhealth Group Stock (UNH) 0.3 $542k 1.0k 523.75
Pnc Finl Svcs Group Stock (PNC) 0.3 $531k 3.0k 175.79
Jpmorgan Chase & Co Stock (JPM) 0.3 $521k 2.1k 245.30
Linde Stock (LIN) 0.2 $469k 1.0k 465.64
Vanguard S&p Mid-cap 400 Etf Etf (IVOO) 0.2 $452k 4.6k 98.70
Chubb Stock (CB) 0.2 $434k 1.4k 301.99
Utilities Select Sector Spdr Fund Etf (XLU) 0.2 $430k 5.5k 78.85
Bank America Corp Stock (BAC) 0.2 $410k 9.8k 41.73
Ge Healthcare Technologies Stock (GEHC) 0.2 $398k 4.9k 80.71
Visa Stock (V) 0.2 $388k 1.1k 350.46
Procter And Gamble Stock (PG) 0.2 $379k 2.2k 170.42
Real Estate Select Sector Spdr Fund Etf (XLRE) 0.2 $373k 8.9k 41.85
Broadcom Stock (AVGO) 0.2 $369k 2.2k 167.43
Sherwin Williams Stock (SHW) 0.2 $360k 1.0k 349.19
Tjx Cos Stock (TJX) 0.2 $356k 2.9k 121.80
Eaton Corp Stock (ETN) 0.2 $354k 1.3k 271.83
Parker-hannifin Corp Stock (PH) 0.2 $342k 562.00 607.85
Autozone Inc Nev Stock (AZO) 0.2 $332k 87.00 3812.78
Thermo Fisher Scientific Stock (TMO) 0.2 $317k 637.00 497.60
Caterpillar Stock (CAT) 0.1 $287k 869.00 329.80
Home Depot Stock (HD) 0.1 $285k 778.00 366.49
Honeywell Intl Stock (HON) 0.1 $279k 1.3k 211.75
Blackstone Stock (BX) 0.1 $251k 1.8k 139.78
Netflix Stock (NFLX) 0.1 $233k 250.00 932.53
Fortinet Stock (FTNT) 0.1 $224k 2.3k 96.26
Palo Alto Networks Stock (PANW) 0.1 $209k 1.2k 170.64