Tandem Wealth Advisors LLC Reduced Holdings in Q3 2024

Tandem Wealth Advisors LLC

  • $197 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
-42.1K
- 16.76%
$75.32 - $84.37 $3.17M - $3.55M
209K $17.5M
V
Visa Inc.

Financial Services
-602
- 36.64%
$253.74 - $291.56 $153K - $176K
1.04K $286K
GOOGL
Alphabet Inc.

Communication Services
-36
- 0.72%
$148.65 - $191.18 $5.35K - $6.88K
4.96K $822K
NVDA
Nvidia Corp

Technology
-345
- 6.32%
$98.91 - $134.91 $34.1K - $46.5K
5.12K $621K
LLY
Eli Lilly & CO

Healthcare
-40
- 5.77%
$772.14 - $960.02 $30.9K - $38.4K
653 $578K
BAC
Bank Of America Corp

Financial Services
-23
- 0.3%
$36.65 - $44.13 $843 - $1.01K
7.74K $307K
Ge Healthcare Technologies Inc Common Stock
-29
- 0.69%
N/A
4.2K $0
JPM
Jpmorgan Chase & CO

Financial Services
-20
- 1.0%
$194.9 - $224.8 $3.9K - $4.5K
1.98K $417K
TJX
Tjx Companies Inc

Consumer Cyclical
-32
- 1.14%
$107.93 - $120.23 $3.45K - $3.85K
2.77K $325K
CB
Chubb LTD

Financial Services
-15
- 1.11%
$252.51 - $292.2 $3.79K - $4.38K
1.34K $386K
VGT
Vanguard Information Technolog

ETFs
-128
- 1.06%
$514.43 - $606.85 $65.8K - $77.7K
12K $7.01M
CAT
Caterpillar Inc

Industrials
-11
- 1.09%
$316.8 - $391.12 $3.48K - $4.3K
995 $389K
BX
Blackstone Inc.

Financial Services
-31
- 1.28%
$120.77 - $159.66 $3.74K - $4.95K
2.4K $366K
SHW
Sherwin Williams CO

Basic Materials
-5
- 0.59%
$294.65 - $384.0 $1.47K - $1.92K
841 $320K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-152
- 0.76%
$434.77 - $502.96 $66.1K - $76.4K
19.8K $9.64M
XLV
Select Sector Spdr Fund Health

ETFs
-145
- 0.46%
$143.3 - $157.24 $20.8K - $22.8K
31.7K $4.88M
SPY
Spdr S&P 500 ETF Trust

ETFs
-211
- 1.03%
$517.38 - $573.86 $109K - $121K
20.4K $11.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-248
- 0.33%
$105.53 - $118.34 $26.2K - $29.3K
73.8K $8.63M
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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