Tandem Wealth Advisors as of June 30, 2025
Portfolio Holdings for Tandem Wealth Advisors
Tandem Wealth Advisors holds 49 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Aggregate Bond Etf Etf (AGG) | 18.4 | $37M | 374k | 99.20 | |
| Ishares Msci Eafe Etf Etf (EFA) | 11.7 | $24M | 265k | 89.39 | |
| S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY) | 8.9 | $18M | 32k | 566.49 | |
| Spdr S&p 500 Etf Etf (SPY) | 8.3 | $17M | 27k | 617.85 | |
| Ishares Core Dividend Growth Etf Etf (DGRO) | 7.6 | $15M | 239k | 63.94 | |
| Ishares Mbs Etf Etf (MBB) | 6.8 | $14M | 146k | 93.89 | |
| Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP) | 6.5 | $13M | 72k | 181.74 | |
| Vanguard Short-term Corporate Bond Etf Etf (VCSH) | 6.3 | $13M | 161k | 79.50 | |
| Vanguard Information Technology Etf (VGT) | 4.4 | $9.0M | 14k | 663.27 | |
| Argent Mid Cap Etf Etf (AMID) | 3.0 | $6.1M | 183k | 33.26 | |
| Vanguard Utilities Etf (VPU) | 2.5 | $5.0M | 29k | 176.51 | |
| Vanguard Total Stk Mkt Etf (VTI) | 2.1 | $4.2M | 14k | 303.93 | |
| Vanguard Financials Etf Etf (VFH) | 1.6 | $3.3M | 26k | 127.30 | |
| Vanguard Total Bond Market Etf Etf (BND) | 1.4 | $2.8M | 38k | 73.63 | |
| Microsoft Stock (MSFT) | 0.7 | $1.5M | 3.0k | 497.41 | |
| Amazon.com Stock (AMZN) | 0.6 | $1.3M | 5.9k | 219.39 | |
| Apple Stock (AAPL) | 0.6 | $1.3M | 6.2k | 205.17 | |
| Meta Platforms Inc Cl A Stock (META) | 0.6 | $1.1M | 1.6k | 738.09 | |
| Nvidia Corporation Stock (NVDA) | 0.5 | $1.1M | 6.7k | 157.98 | |
| Broadcom Stock (AVGO) | 0.5 | $998k | 3.6k | 275.65 | |
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.5 | $986k | 5.6k | 176.23 | |
| Kla Corp Stock (KLAC) | 0.5 | $934k | 1.0k | 895.74 | |
| Costco Whsl Corp Stock (COST) | 0.5 | $934k | 943.00 | 989.94 | |
| Eaton Corp Stock (ETN) | 0.4 | $791k | 2.2k | 356.99 | |
| Eli Lilly & Co Stock (LLY) | 0.4 | $742k | 952.00 | 779.53 | |
| Intercontinental Exchange Stock (ICE) | 0.3 | $678k | 3.7k | 183.47 | |
| Jpmorgan Chase & Co Stock (JPM) | 0.3 | $652k | 2.2k | 289.91 | |
| Energy Select Sector Spdr Etf (XLE) | 0.3 | $598k | 7.1k | 84.81 | |
| Pnc Finl Svcs Group Stock (PNC) | 0.3 | $563k | 3.0k | 186.44 | |
| Bank America Corp Stock (BAC) | 0.3 | $542k | 12k | 47.32 | |
| Palo Alto Networks Stock (PANW) | 0.2 | $462k | 2.3k | 204.64 | |
| Linde Stock (LIN) | 0.2 | $447k | 953.00 | 469.18 | |
| Utilities Select Sector Spdr Fund Etf (XLU) | 0.2 | $443k | 5.4k | 81.66 | |
| Caterpillar Stock (CAT) | 0.2 | $429k | 1.1k | 388.21 | |
| Parker-hannifin Corp Stock (PH) | 0.2 | $424k | 607.00 | 698.47 | |
| Chubb Stock (CB) | 0.2 | $371k | 1.3k | 289.72 | |
| Real Estate Select Sector Spdr Fund Etf (XLRE) | 0.2 | $371k | 9.0k | 41.42 | |
| Visa Stock (V) | 0.2 | $368k | 1.0k | 355.05 | |
| Sherwin Williams Stock (SHW) | 0.2 | $360k | 1.0k | 343.36 | |
| Blackstone Stock (BX) | 0.2 | $351k | 2.3k | 149.58 | |
| Procter And Gamble Stock (PG) | 0.2 | $346k | 2.2k | 159.32 | |
| Tjx Cos Stock (TJX) | 0.2 | $333k | 2.7k | 123.49 | |
| Thermo Fisher Scientific Stock (TMO) | 0.2 | $317k | 782.00 | 405.46 | |
| Home Depot Stock (HD) | 0.2 | $316k | 861.00 | 366.64 | |
| Goldman Sachs Group Stock (GS) | 0.1 | $291k | 411.00 | 707.75 | |
| Unitedhealth Group Stock (UNH) | 0.1 | $285k | 912.00 | 311.97 | |
| Autozone Inc Nev Stock (AZO) | 0.1 | $271k | 73.00 | 3712.23 | |
| Netflix Stock (NFLX) | 0.1 | $252k | 188.00 | 1339.13 | |
| Fortinet Stock (FTNT) | 0.1 | $227k | 2.1k | 105.72 |
