Tandem Wealth Advisors LLC Reduced Holdings in Q3 2025

Tandem Wealth Advisors LLC

  • $204 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
-80.8K
- 30.44%
$87.29 - $93.61 $7.05M - $7.56M
185K $17.2M
VGT
Vanguard Information Technolog

ETFs
-2.12K
- 15.62%
$656.44 - $753.15 $1.39M - $1.6M
11.4K $8.54M
AVGO
Broadcom Inc.

Technology
-1.39K
- 38.34%
$264.74 - $369.57 $367K - $513K
2.23K $736K
META
Meta Platforms, Inc.

Communication Services
-225
- 14.5%
$695.21 - $791.73 $156K - $178K
1.33K $974K
NVDA
Nvidia Corp

Technology
-1.69K
- 25.31%
$153.3 - $186.58 $258K - $314K
4.97K $927K
MSFT
Microsoft Corp

Technology
-330
- 11.16%
$491.09 - $535.64 $162K - $177K
2.63K $1.36M
KLAC
Kla Corp

Technology
-258
- 24.74%
$843.9 - $1078.6 $218K - $278K
785 $846K
AMZN
Amazon Com Inc

Consumer Cyclical
-370
- 6.29%
$211.65 - $238.24 $78.3K - $88.1K
5.51K $1.21M
ETN
Eaton Corp PLC

Industrials
-308
- 13.9%
$342.99 - $392.76 $106K - $121K
1.91K $714K
BAC
Bank Of America Corp

Financial Services
-1.95K
- 17.01%
$44.92 - $52.42 $87.5K - $102K
9.51K $490K
CAT
Caterpillar Inc

Industrials
-283
- 25.61%
$390.92 - $477.15 $111K - $135K
822 $392K
BX
Blackstone Inc.

Financial Services
-443
- 18.87%
$152.77 - $188.68 $67.7K - $83.6K
1.91K $325K
PH
Parker Hannifin Corp

Industrials
-64
- 10.54%
$697.13 - $769.67 $44.6K - $49.3K
543 $411K
GOOGL
Alphabet Inc.

Communication Services
-1.58K
- 28.29%
$174.36 - $254.72 $276K - $403K
4.01K $975K
AMID
Ea Ser Tr Argent Mid Cap ETF
-10.1K
- 5.5%
N/A
173K $0
VFH
Vanguard Financial ETF

ETFs
-730
- 2.8%
$125.23 - $132.78 $91.4K - $96.9K
25.3K $3.32M
HD
Home Depot, Inc.

Consumer Cyclical
-21
- 2.44%
$357.4 - $423.42 $7.51K - $8.89K
840 $340K
VTI
Vanguard Total Stock Market Et

ETFs
-909
- 6.63%
$303.93 - $329.86 $276K - $300K
12.8K $4.2M
AAPL
Apple Inc.

Technology
-729
- 11.77%
$202.38 - $256.87 $148K - $187K
5.47K $1.39M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.61K
- 5.9%
$617.65 - $666.84 $993K - $1.07M
25.6K $17.1M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.31K
- 1.82%
$181.56 - $190.33 $238K - $249K
70.6K $13.4M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.03K
- 3.25%
$567.09 - $607.37 $586K - $627K
30.8K $18.4M
DGRO
Ishares Core Dividend Growth E

ETFs
-2.91K
- 1.22%
$64.12 - $68.08 $186K - $198K
236K $16.1M
Activity Summary
Buys All Purchases 22 New Holdings 2 Increased Positions 20 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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