Tandem Wealth Advisors LLC Portfolio Holdings by Sector
Tandem Wealth Advisors LLC
- $197 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
AGG MDY EFA MBB DGRO VCSH SPY RSP 15 stocks |
$169,129
86.07% of portfolio
|
9
|
6
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$6,391
3.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$5,333
2.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE 2 stocks |
$1,619
0.82% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$1,619
0.82% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$1,220
0.62% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,068
0.54% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,042
0.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$783
0.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$724
0.37% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN PH 2 stocks |
$695
0.35% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$578
0.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC 1 stocks |
$557
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC 1 stocks |
$551
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$495
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$489
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$487
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$463
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$389
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$386
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$386
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$366
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$325
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$320
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$289
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$286
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO 1 stocks |
$264
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$256
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|