Tandem Wealth Advisors LLC Incresed Positions in Q1 2025

Tandem Wealth Advisors LLC

  • $186 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.17K
+ 0.3%
$95.85 - $99.25 $113K - $117K
396K $39.1M
MBB
Ishares Tr

ETFs
1.22K
+ 0.8%
$90.37 - $94.08 $110K - $115K
154K $14.5M
EEM
Ishares Msci Emerging Markets

ETFs
1.44K
+ 0.98%
$40.81 - $45.34 $58.7K - $65.2K
149K $6.5M
LLY
Eli Lilly & CO

Healthcare
284
+ 40.57%
$725.72 - $929.72 $206K - $264K
984 $812K
ICE
Intercontinental Exchange, Inc.

Financial Services
603
+ 18.18%
$142.8 - $176.36 $86.1K - $106K
3.92K $676K
BND
Vanguard Bd Index Fd Inc Total

ETFs
858
+ 2.37%
$71.17 - $73.66 $61.1K - $63.2K
37K $2.72M
XLE
Energy Sector Spdr

ETFs
733
+ 12.35%
$85.7 - $93.96 $62.8K - $68.9K
6.67K $623K
KLAC
Kla Corp

Technology
90
+ 9.61%
$636.62 - $777.63 $57.3K - $70K
1.03K $698K
UNH
Unitedhealth Group Inc

Healthcare
154
+ 17.5%
$461.52 - $548.18 $71.1K - $84.4K
1.03K $541K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.8K
+ 25.35%
$39.18 - $43.52 $70.6K - $78.4K
8.91K $372K
XLU
Utilities Sector Spdr

ETFs
612
+ 12.63%
$74.7 - $80.27 $45.7K - $49.1K
5.46K $430K
SHW
Sherwin Williams CO

Basic Materials
142
+ 15.99%
$330.16 - $365.55 $46.9K - $51.9K
1.03K $359K
PG
Procter & Gamble CO

Consumer Defensive
313
+ 16.4%
$158.56 - $176.26 $49.6K - $55.2K
2.22K $378K
CB
Chubb LTD

Financial Services
54
+ 3.91%
$257.71 - $301.99 $13.9K - $16.3K
1.44K $433K
V
Visa Inc.

Financial Services
15
+ 1.37%
$306.92 - $362.71 $4.6K - $5.44K
1.11K $387K
JPM
Jpmorgan Chase & CO

Financial Services
84
+ 4.12%
$225.19 - $279.95 $18.9K - $23.5K
2.12K $520K
BAC
Bank Of America Corp

Financial Services
1.01K
+ 11.51%
$39.61 - $47.74 $40.1K - $48.4K
9.82K $409K
TJX
Tjx Companies Inc

Consumer Cyclical
42
+ 1.46%
$112.81 - $126.16 $4.74K - $5.3K
2.92K $355K
PH
Parker Hannifin Corp

Industrials
33
+ 6.24%
$591.65 - $707.05 $19.5K - $23.3K
562 $341K
Ge Healthcare Technologies Inc Common Stock
350
+ 7.64%
N/A
4.93K $0
AMID
Ea Ser Tr Argent Mid Cap ETF
66
+ 0.05%
N/A
140K $0
Linde PLC Shs
67
+ 7.13%
N/A
1.01K $0
HD
Home Depot, Inc.

Consumer Cyclical
34
+ 4.57%
$347.25 - $424.87 $11.8K - $14.4K
778 $285K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
225
+ 5.17%
$96.85 - $111.39 $21.8K - $25.1K
4.58K $452K
TMO
Thermo Fisher Scientific Inc.

Healthcare
5
+ 0.79%
$497.6 - $606.74 $2.49K - $3.03K
637 $316K
VTI
Vanguard Total Stock Market Et

ETFs
609
+ 4.37%
$271.18 - $303.12 $165K - $185K
14.5K $4M
ETN
Eaton Corp PLC

Industrials
94
+ 7.78%
$271.83 - $371.23 $25.6K - $34.9K
1.3K $354K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
785
+ 2.76%
$522.96 - $601.18 $411K - $472K
29.3K $15.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
565
+ 0.8%
$102.49 - $119.96 $57.9K - $67.8K
71.2K $7.45M
Activity Summary
Buys All Purchases 32 New Holdings 2 Increased Positions 30 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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