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CIK: 0001842557
Total reported value
$251.2M
$251.2M
49 檔
39.6%
At the close of Q3 2024, Tandem Wealth Advisors LLC disclosed equity holdings valued at approximately $251.2M, spread across 49 reported holdings.
During Q3 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 | 18.73% | -5.95% | +0.87% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-Other | 9.47% | +0.34% | +0.29% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 8.85% | -0.08% | -16.76% | |
| 4 | MBB | Ishares Mbs ETF | ETF-Other | 6.72% | -0.35% | +1.86% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-Other | 6.71% | -0.10% | +10.58% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 6.43% | -0.65% | +0.74% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.92% | -0.16% | -1.03% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.92% | +0.05% | +14.84% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.89% | — | -0.76% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.37% | — | -0.34% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.55% | +0.08% | -1.06% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 3.24% | +0.44% | +0.93% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.70% | -0.03% | +0.50% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-Other | 2.47% | — | -0.46% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 1.24% | -0.36% | +3.19% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | -0.02% | +8.13% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.54% | +0.04% | +0.13% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.03% | +48.39% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.08% | -0.72% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | -0.03% | +66.35% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | -0.07% | +7.94% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | +0.04% | -6.32% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.30% | +0.05% | +872.83% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | +0.11% | -5.77% | |
| 25 | PNC | Pnc Financial Services Group | Stock-Financials | 0.28% | — | — | |
| 26 | XLE | Ss Energy Select Sector | ETF-Other | 0.28% | -0.08% | +1.76% | |
| 27 | KLAC | Kla CORP | Stock-Tech | 0.28% | +0.43% | +9.86% | |
| 28 | ICE | Intercontinental Exchange In | Stock-Financials | 0.25% | — | +16.84% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.25% | -0.01% | +1.28% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.25% | — | +6.79% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.23% | — | +3.72% | |
| 32 | LIN | Linde plc | Stock-Materials | 0.22% | -0.01% | +8.00% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | +0.02% | -1.00% | |
| 34 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.20% | — | -0.69% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.20% | +0.08% | -1.09% | |
| 36 | CB | Chubb Limited | Stock-Financials | 0.20% | — | -1.11% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.20% | — | +8.90% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.19% | +0.05% | +2.79% | |
| 39 | BX | Blackstone Inc | Stock-Financials | 0.19% | — | -1.28% | |
| 40 | ADBE | Adobe Inc | Stock-Tech | 0.18% | — | +7.97% | |
| 41 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.17% | -0.02% | -1.14% | |
| 42 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.16% | +0.01% | -0.59% | |
| 43 | PH | Parker Hannifin CORP | Stock-Industrials | 0.16% | +0.01% | — | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.16% | +0.03% | -0.30% | |
| 45 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.15% | +0.01% | +0.35% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.15% | +0.01% | -1.38% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.15% | +0.02% | -36.64% | |
| 48 | AZO | Autozone Inc | Stock-Consumer Disc | 0.13% | -0.02% | — | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.13% | — | +4.19% |
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 Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AGG, MDY, EFA) accounted for 39.6% of total reported equity market value during Q3 2024.
During Q3 2024, Tandem Wealth Advisors LLC's top holdings by market value included AGG (18.7%)、MDY (9.5%)、EFA (8.8%). The largest single position, AGG, represented 18.7% of total portfolio value.
In Q3 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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