Tandem Wealth Advisors LLC Purchases in Q2 2025

Tandem Wealth Advisors LLC

  • $196 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
75.5K
+ 39.75%
$72.96 - $90.39 $5.51M - $6.82M
265K $23.7M
VGT
Vanguard Information Technolog

ETFs
8.82K
+ 185.7%
$470.37 - $663.28 $4.15M - $5.85M
13.6K $9M
VPU
Vanguard Utilities ETF

ETFs
28.5K
New
$158.36 - $178.82 $4.51M - $5.09M
28.5K $5.02M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.19K
+ 18.16%
$496.48 - $617.85 $2.08M - $2.59M
27.2K $16.8M
DGRO
Ishares Core Dividend Growth E

ETFs
39.3K
+ 19.67%
$55.22 - $63.94 $2.17M - $2.51M
239K $15.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
11K
+ 18.02%
$152.93 - $181.74 $1.68M - $1.99M
71.9K $13.1M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2.58K
+ 8.81%
$468.22 - $566.51 $1.21M - $1.46M
31.8K $18M
AVGO
Broadcom Inc.

Technology
1.42K
+ 64.32%
$146.29 - $275.65 $207K - $391K
3.62K $997K
MSFT
Microsoft Corp

Technology
270
+ 10.04%
$354.56 - $497.45 $95.7K - $134K
2.96K $1.47M
NVDA
Nvidia Corp

Technology
1.08K
+ 19.41%
$94.31 - $157.99 $102K - $171K
6.66K $1.05M
AMZN
Amazon Com Inc

Consumer Cyclical
896
+ 17.97%
$167.32 - $223.3 $150K - $200K
5.88K $1.29M
VFH
Vanguard Financial ETF

ETFs
757
+ 2.99%
$104.87 - $127.3 $79.4K - $96.4K
26.1K $3.32M
GS
Goldman Sachs Group Inc

Financial Services
411
New
$462.22 - $707.75 $190K - $291K
411 $290K
META
Meta Platforms, Inc.

Communication Services
51
+ 3.4%
$484.66 - $738.09 $24.7K - $37.6K
1.55K $1.15M
GOOGL
Alphabet Inc.

Communication Services
995
+ 21.63%
$144.7 - $178.6 $144K - $178K
5.6K $986K
PANW
Palo Alto Networks Inc

Technology
1.03K
+ 84.33%
$152.44 - $204.64 $157K - $211K
2.26K $462K
KLAC
Kla Corp

Technology
16
+ 1.56%
$576.53 - $902.94 $9.22K - $14.4K
1.04K $934K
COST
Costco Wholesale Corp

Consumer Defensive
180
+ 23.59%
$908.13 - $1056.85 $163K - $190K
943 $933K
CAT
Caterpillar Inc

Industrials
236
+ 27.16%
$273.94 - $388.21 $64.6K - $91.6K
1.11K $428K
BAC
Bank Of America Corp

Financial Services
1.64K
+ 16.73%
$34.39 - $47.46 $56.5K - $77.9K
11.5K $542K
JPM
Jpmorgan Chase & CO

Financial Services
126
+ 5.93%
$210.28 - $289.91 $26.5K - $36.5K
2.25K $652K
BX
Blackstone Inc.

Financial Services
550
+ 30.59%
$120.07 - $151.11 $66K - $83.1K
2.35K $351K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.05K
+ 2.82%
$72.02 - $73.82 $75.3K - $77.1K
38.1K $2.8M
PH
Parker Hannifin Corp

Industrials
45
+ 8.01%
$517.23 - $700.54 $23.3K - $31.5K
607 $423K
HD
Home Depot, Inc.

Consumer Cyclical
83
+ 10.67%
$335.24 - $380.78 $27.8K - $31.6K
861 $315K
AAPL
Apple Inc.

Technology
516
+ 9.08%
$172.42 - $223.89 $89K - $116K
6.2K $1.27M
TMO
Thermo Fisher Scientific Inc.

Healthcare
145
+ 22.76%
$390.26 - $489.06 $56.6K - $70.9K
782 $317K
AMID
Ea Ser Tr Argent Mid Cap ETF
42.5K
+ 30.31%
N/A
183K $0
SHW
Sherwin Williams CO

Basic Materials
17
+ 1.65%
$313.51 - $363.51 $5.33K - $6.18K
1.05K $359K
XLRE
Select Sector Spdr Tr Real Est

ETFs
47
+ 0.53%
$37.08 - $42.26 $1.74K - $1.99K
8.95K $370K
XLE
Energy Sector Spdr

ETFs
382
+ 5.73%
$76.44 - $94.13 $29.2K - $36K
7.05K $598K
Activity Summary
Buys All Purchases 32 New Holdings 2 Increased Positions 30 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Tandem Wealth Advisors LLC Portfolio

Follow Tandem Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tandem Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tandem Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email