Tandem Wealth Advisors LLC Portfolio Holdings

Tandem Wealth Advisors LLC

  • $186 Million
  • Q2 2024

Tandem Wealth Advisors LLC has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $186 Million distributed in 50 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 $35.1M, Ishares Tr Msci Eafe ETF with a value of $19.7M, Spdr S&P Midcap 400 ETF Trust with a value of $17.5M, Ishares Tr with a value of $12.5M, and Vanguard Sht Term Corp Bd ETF with a value of $12.3M.

Examining the 13F form we can see an increase of $3.7M in the current position value, from $182M to 186M.

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 $186 Million
ETFs: $172 Million
Technology: $4.53 Million
Financial Services: $2.62 Million
Consumer Cyclical: $1.53 Million
Healthcare: $1.46 Million
Communication Services: $1.33 Million
Industrials: $1.18 Million
Consumer Defensive: $1.12 Million
Other: $549,000

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 50
  • Current Value $186 Million
  • Prior Value $182 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 08, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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