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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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