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CIK: 0001842557
Total reported value
$251.2M
$251.2M
49 檔
38.3%
In Q1 2024, Tandem Wealth Advisors LLC's U.S. equity holdings reached a combined market value of $251.2M, distributed across 49 disclosed stock positions.
During Q1 2024, Tandem Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 18.93% | -5.95% | +2.61% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 10.80% | -0.08% | +0.48% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-Other | 9.81% | +0.34% | +0.23% | |
| 4 | MBB | Ishares Mbs ETF | ETF-Other | 6.70% | -0.35% | +3.58% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 6.59% | -0.65% | +2.04% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-Other | 5.96% | -0.10% | +12.72% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.89% | -0.16% | -0.65% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.13% | +0.05% | +22.05% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.82% | — | -9.45% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.35% | — | +1.92% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.45% | +0.08% | -16.08% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 3.07% | +0.44% | +1.46% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.66% | -0.03% | -2.07% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-Other | 2.51% | — | +0.87% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 1.23% | -0.36% | -0.33% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | -0.02% | +0.44% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.43% | +0.04% | +0.68% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.08% | -1.02% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | +0.03% | +31.93% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.33% | -0.07% | -7.98% | |
| 21 | XLE | Ss Energy Select Sector | ETF-Other | 0.32% | -0.08% | -20.89% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.30% | +0.11% | -12.31% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.28% | +0.04% | -13.48% | |
| 24 | PNC | Pnc Financial Services Group | Stock-Financials | 0.27% | — | — | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.26% | +0.05% | -11.74% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.25% | +0.02% | — | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.25% | -0.01% | -1.76% | |
| 28 | KLAC | Kla CORP | Stock-Tech | 0.25% | +0.43% | -8.59% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.23% | — | — | |
| 30 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.23% | -0.02% | -0.51% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.22% | +0.02% | +6.38% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.21% | — | — | |
| 33 | LIN | Linde plc | Stock-Materials | 0.21% | -0.01% | — | |
| 34 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.21% | — | +1.32% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.20% | +0.08% | +1.40% | |
| 36 | ICE | Intercontinental Exchange In | Stock-Financials | 0.20% | — | -0.64% | |
| 37 | CB | Chubb Limited | Stock-Financials | 0.19% | — | -0.88% | |
| 38 | BX | Blackstone Inc | Stock-Financials | 0.18% | — | — | |
| 39 | ADBE | Adobe Inc | Stock-Tech | 0.17% | — | — | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.16% | +0.03% | +15.22% | |
| 41 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.16% | +0.01% | — | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.15% | +0.01% | — | |
| 43 | DE | Deere & Co | Stock-Industrials | 0.15% | — | — | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.15% | — | — | |
| 45 | AZO | Autozone Inc | Stock-Consumer Disc | 0.15% | -0.02% | — | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.15% | — | — | |
| 47 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.14% | +0.01% | — | |
| 48 | FTNT | Fortinet Inc | Stock-Tech | 0.14% | — | -2.29% | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.13% | — | — |
According to official SEC Form 13F filings, Tandem Wealth Advisors LLC reported a total U.S. public equity portfolio value of $251.2M across 49 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AGG, EFA, MDY) accounted for 38.3% of total reported equity market value during Q1 2024.
During Q1 2024, Tandem Wealth Advisors LLC's top holdings by market value included AGG (18.9%)、EFA (10.8%)、MDY (9.8%). The largest single position, AGG, represented 18.9% of total portfolio value.
In Q1 2024, Tandem Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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