Tandem Wealth Advisors LLC Portfolio Holdings

Tandem Wealth Advisors LLC

  • $197 Million
  • Q3 2024

Tandem Wealth Advisors LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $197 Million distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $37M, Spdr S&P Midcap 400 ETF Trust with a value of $18.7M, Ishares Tr Msci Eafe ETF with a value of $17.5M, Ishares Tr with a value of $13.3M, and Ishares Core Dividend Growth E with a value of $13.2M.

Examining the 13F form we can see an increase of $10.6M in the current position value, from $186M to 197M.

Tandem Wealth Advisors LLC is based out at Phoenix, AZ

Below you can find more details about Tandem Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $197 Million
ETFs: $181 Million
Technology: $4.46 Million
Financial Services: $2.81 Million
Consumer Cyclical: $1.92 Million
Communication Services: $1.62 Million
Healthcare: $1.55 Million
Industrials: $1.34 Million
Consumer Defensive: $1.25 Million
Other: $706,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $197 Million
  • Prior Value $186 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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