Tandem Wealth Advisors LLC Top Holdings and 13F Report (2024) About Tandem Wealth Advisors LLCInvestment ActivityTandem Wealth Advisors LLC has $197.36 million in total holdings as of September 30, 2024.Tandem Wealth Advisors LLC owns shares of 49 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 2.84% of the portfolio was purchased this quarter.About 2.32% of the portfolio was sold this quarter.This quarter, Tandem Wealth Advisors LLC has purchased 50 new stocks and bought additional shares in 27 stocks.Tandem Wealth Advisors LLC sold shares of 19 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $36,956,981SPDR S&P MidCap 400 ETF Trust $18,687,717iShares MSCI EAFE ETF $17,472,095iShares MBS ETF $13,254,358iShares Core Dividend Growth ETF $13,247,075 Largest New Holdings this Quarter Parker-Hannifin $317,805 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 8,423 shares (about $1.51M)iShares Core Dividend Growth ETF 20,213 shares (about $1.27M)Broadcom 3,116 shares (about $537.51K)Amazon.com 1,824 shares (about $339.87K)Meta Platforms 556 shares (about $318.28K) Largest Sales this Quarter iShares MSCI EAFE ETF 42,055 shares (about $3.52M)Visa 602 shares (about $165.52K)SPDR S&P 500 ETF Trust 211 shares (about $121.06K)Vanguard Information Technology ETF 128 shares (about $75.07K)Invesco QQQ 152 shares (about $74.19K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTandem Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$36,956,981$317,482 ▲0.9%364,93518.7%FinanceMDYSPDR S&P MidCap 400 ETF Trust$18,687,717$53,548 ▲0.3%32,8059.5%ETFEFAiShares MSCI EAFE ETF$17,472,095$3,517,066 ▼-16.8%208,9218.9%FinanceMBBiShares MBS ETF$13,254,358$242,591 ▲1.9%138,3406.7%ETFDGROiShares Core Dividend Growth ETF$13,247,075$1,267,152 ▲10.6%211,3116.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$12,684,901$93,239 ▲0.7%159,7196.4%ETFSPYSPDR S&P 500 ETF Trust$11,686,298$121,063 ▼-1.0%20,3685.9%FinanceRSPInvesco S&P 500 Equal Weight ETF$11,680,832$1,509,059 ▲14.8%65,1985.9%ETFQQQInvesco QQQ$9,643,186$74,186 ▼-0.8%19,7584.9%FinanceIJRiShares Core S&P Small-Cap ETF$8,630,485$29,006 ▼-0.3%73,7904.4%ETFVGTVanguard Information Technology ETF$7,012,214$75,072 ▼-1.1%11,9563.6%ETFEEMiShares MSCI Emerging Markets ETF$6,391,612$58,793 ▲0.9%139,3723.2%FinanceVTIVanguard Total Stock Market ETF$5,333,602$26,334 ▲0.5%18,8362.7%ETFXLVHealth Care Select Sector SPDR Fund$4,875,754$22,333 ▼-0.5%31,6572.5%ETFBNDVanguard Total Bond Market ETF$2,451,741$75,861 ▲3.2%32,6421.2%ETFMSFTMicrosoft$1,269,815$95,527 ▲8.1%2,9510.6%Computer and TechnologyAAPLApple$1,069,237$1,398 ▲0.1%4,5890.5%Computer and TechnologyAMZNAmazon.com$1,042,144$339,866 ▲48.4%5,5930.5%Retail/WholesaleGOOGLAlphabet$822,782$5,971 ▼-0.7%4,9610.4%Computer and TechnologyMETAMeta Platforms$797,981$318,276 ▲66.3%1,3940.4%Computer and TechnologyCOSTCostco Wholesale$783,684$57,624 ▲7.9%8840.4%Retail/WholesaleNVDANVIDIA$621,166$41,897 ▼-6.3%5,1150.3%Computer and TechnologyAVGOBroadcom$599,093$537,510 ▲872.8%3,4730.3%Computer and TechnologyLLYEli Lilly and Company$578,519$35,438 ▼-5.8%6530.3%MedicalPNCThe PNC Financial Services Group$557,9370.0%3,0180.3%FinanceXLEEnergy Select Sector SPDR Fund$554,457$9,570 ▲1.8%6,3150.3%ETFKLACKLA$552,154$49,562 ▲9.9%7130.3%Computer and TechnologyICEIntercontinental Exchange$495,896$71,485 ▲16.8%3,0870.3%FinanceTMOThermo Fisher Scientific$489,289$6,186 ▲1.3%7910.2%MedicalUNHUnitedHealth Group$487,623$30,988 ▲6.8%8340.2%MedicalPGProcter & Gamble$463,483$16,627 ▲3.7%2,6760.2%Consumer StaplesLINDE PLC SHS$424,882$31,473 ▲8.0%8910.2%StockJPMJPMorgan Chase & Co.$417,503$4,217 ▼-1.0%1,9800.2%FinanceGEHCGE HealthCare Technologies$393,701$2,722 ▼-0.7%4,1950.2%MedicalCATCaterpillar$389,164$4,302 ▼-1.1%9950.2%Industrial ProductsCBChubb$387,019$4,326 ▼-1.1%1,3420.2%FinanceNEENextEra Energy$386,978$31,614 ▲8.9%4,5780.2%UtilitiesETNEaton$378,836$10,275 ▲2.8%1,1430.2%Industrial ProductsBXBlackstone$366,746$4,747 ▼-1.3%2,3950.2%FinanceADBEAdobe$350,537$25,889 ▲8.0%6770.2%Computer and TechnologyTJXTJX Companies$325,938$3,761 ▼-1.1%2,7730.2%Retail/WholesaleSHWSherwin-Williams$320,984$1,908 ▼-0.6%8410.2%Basic MaterialsPHParker-Hannifin$317,805$317,805 ▲New Holding5030.2%Industrial ProductsBACBank of America$306,964$913 ▼-0.3%7,7360.2%FinanceXLREReal Estate Select Sector SPDR Fund$296,430$1,027 ▲0.3%6,6360.2%ETFHDHome Depot$289,718$4,052 ▼-1.4%7150.1%Retail/WholesaleVVisa$286,223$165,520 ▼-36.6%1,0410.1%Business ServicesAZOAutoZone$264,6030.0%840.1%Retail/WholesaleHONHoneywell International$256,941$10,336 ▲4.2%1,2430.1%Multi-Sector ConglomeratesDEDeere & Company$0$240,991 ▼-100.0%00.0%Industrial ProductsFTNTFortinet$0$218,418 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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