Tandem Wealth Advisors LLC Purchases in Q3 2024

Tandem Wealth Advisors LLC

  • $197 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
8.42K
+ 14.84%
$162.83 - $179.16 $1.37M - $1.51M
65.2K $11.7M
DGRO
Ishares Core Dividend Growth E

ETFs
20.2K
+ 10.58%
$57.47 - $62.76 $1.16M - $1.27M
211K $13.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.14K
+ 0.87%
$96.25 - $101.98 $302K - $320K
365K $37M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
94
+ 0.29%
$523.84 - $572.02 $49.2K - $53.8K
32.8K $18.7M
MBB
Ishares Tr

ETFs
2.53K
+ 1.86%
$90.85 - $96.66 $230K - $245K
138K $13.3M
EEM
Ishares Msci Emerging Markets

ETFs
1.28K
+ 0.93%
$40.42 - $46.7 $51.8K - $59.9K
139K $6.39M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.17K
+ 0.74%
$76.94 - $79.54 $90.3K - $93.4K
160K $12.7M
META
Meta Platforms, Inc.

Communication Services
556
+ 66.35%
$453.41 - $572.44 $252K - $318K
1.39K $797K
VTI
Vanguard Total Stock Market Et

ETFs
93
+ 0.5%
$255.18 - $283.2 $23.7K - $26.3K
18.8K $5.33M
PH
Parker Hannifin Corp

Industrials
503
New
$501.01 - $635.92 $252K - $320K
503 $317K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.01K
+ 3.19%
$71.45 - $75.64 $72.2K - $76.4K
32.6K $2.45M
ICE
Intercontinental Exchange, Inc.

Financial Services
445
+ 16.84%
$136.93 - $162.81 $60.9K - $72.5K
3.09K $495K
AAPL
Apple Inc.

Technology
6
+ 0.13%
$207.23 - $234.82 $1.24K - $1.41K
4.59K $1.07M
UNH
Unitedhealth Group Inc

Healthcare
53
+ 6.79%
$488.01 - $604.18 $25.9K - $32K
834 $487K
NEE
Nextera Energy Inc

Utilities
374
+ 8.9%
$69.9 - $84.97 $26.1K - $31.8K
4.58K $386K
COST
Costco Wholesale Corp

Consumer Defensive
65
+ 7.94%
$801.83 - $917.05 $52.1K - $59.6K
884 $783K
TMO
Thermo Fisher Scientific Inc.

Healthcare
10
+ 1.28%
$531.86 - $624.21 $5.32K - $6.24K
791 $489K
MSFT
Microsoft Corp

Technology
222
+ 8.13%
$395.15 - $467.56 $87.7K - $104K
2.95K $1.27M
XLRE
Select Sector Spdr Tr Real Est

ETFs
23
+ 0.35%
$38.04 - $45.36 $875 - $1.04K
6.64K $296K
PG
Procter & Gamble CO

Consumer Defensive
96
+ 3.72%
$160.76 - $177.82 $15.4K - $17.1K
2.68K $463K
ETN
Eaton Corp PLC

Industrials
31
+ 2.79%
$272.52 - $333.02 $8.45K - $10.3K
1.14K $378K
AVGO
Broadcom Inc.

Technology
3.12K
+ 872.83%
$136.27 - $1745.86 $425K - $5.44M
3.47K $599K
KLAC
Kla Corp

Technology
64
+ 9.86%
$696.17 - $892.35 $44.6K - $57.1K
713 $551K
ADBE
Adobe Inc.

Technology
50
+ 7.97%
$508.13 - $586.55 $25.4K - $29.3K
677 $350K
HON
Honeywell International Inc

Industrials
50
+ 4.19%
$196.73 - $220.21 $9.84K - $11K
1.24K $256K
Linde PLC Shs
66
+ 8.0%
N/A
891 $0
XLE
Energy Sector Spdr

ETFs
109
+ 1.76%
$84.35 - $93.39 $9.19K - $10.2K
6.32K $554K
Activity Summary
Buys All Purchases 28 New Holdings 1 Increased Positions 27 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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