Tandem Wealth Advisors LLC Top Holdings and 13F Report (2025) About Tandem Wealth Advisors LLCInvestment ActivityTandem Wealth Advisors LLC has $195.97 million in total holdings as of December 31, 2024.Tandem Wealth Advisors LLC owns shares of 52 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 8.33% of the portfolio was purchased this quarter.About 7.07% of the portfolio was sold this quarter.This quarter, Tandem Wealth Advisors LLC has purchased 49 new stocks and bought additional shares in 34 stocks.Tandem Wealth Advisors LLC sold shares of 11 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $38,231,326SPDR S&P MidCap 400 ETF Trust $16,213,744iShares MSCI EAFE ETF $14,883,833iShares MBS ETF $14,014,831SPDR S&P 500 ETF Trust $13,847,361 Largest New Holdings this Quarter American Midstream Partners $4,786,468 HoldingErie Indemnity $1,609,758 HoldingVanguard S&P Mid-Cap 400 ETF $459,453 HoldingUtilities Select Sector SPDR Fund $366,794 HoldingFortinet $240,735 Holding Largest Purchases this Quarter American Midstream Partners 140,266 shares (about $4.79M)iShares Core U.S. Aggregate Bond ETF 29,609 shares (about $2.87M)SPDR S&P 500 ETF Trust 3,259 shares (about $1.91M)Erie Indemnity 3,905 shares (about $1.61M)iShares MBS ETF 14,527 shares (about $1.33M) Largest Sales this Quarter SPDR S&P MidCap 400 ETF Trust 4,339 shares (about $2.47M)Vanguard Total Stock Market ETF 4,898 shares (about $1.42M)Invesco QQQ 1,845 shares (about $943.24K)Vanguard Information Technology ETF 1,497 shares (about $930.85K)iShares MSCI EAFE ETF 12,071 shares (about $912.69K) 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$38,231,326$2,869,113 ▲8.1%394,54419.5%FinanceMDYSPDR S&P MidCap 400 ETF Trust$16,213,744$2,471,420 ▼-13.2%28,4668.3%ETFEFAiShares MSCI EAFE ETF$14,883,833$912,689 ▼-5.8%196,8507.6%FinanceMBBiShares MBS ETF$14,014,831$1,331,834 ▲10.5%152,8677.2%ETFSPYSPDR S&P 500 ETF Trust$13,847,361$1,910,041 ▲16.0%23,6277.1%FinanceVCSHVanguard Short-Term Corporate Bond ETF$13,405,761$946,104 ▲7.6%171,8476.8%ETFDGROiShares Core Dividend Growth ETF$12,541,617$420,178 ▼-3.2%204,4616.4%ETFRSPInvesco S&P 500 Equal Weight ETF$10,882,151$542,513 ▼-4.7%62,1025.6%ETFQQQInvesco QQQ$9,157,831$943,237 ▼-9.3%17,9134.7%FinanceIJRiShares Core S&P Small-Cap ETF$8,140,805$361,332 ▼-4.2%70,6544.2%ETFVGTVanguard Information Technology ETF$6,503,506$930,849 ▼-12.5%10,4593.3%ETFEEMiShares MSCI Emerging Markets ETF$6,163,976$335,438 ▲5.8%147,3933.1%FinanceAMIDAmerican Midstream Partners$4,786,468$4,786,468 ▲New Holding140,2662.4%Oils/EnergyVTIVanguard Total Stock Market ETF$4,039,372$1,419,489 ▼-26.0%13,9382.1%ETFBNDVanguard Total Bond Market ETF$2,599,690$252,404 ▲10.8%36,1521.3%ETFERIEErie Indemnity$1,609,758$1,609,758 ▲New Holding3,9050.8%FinanceMSFTMicrosoft$1,353,858$110,012 ▲8.8%3,2120.7%Computer and TechnologyAMZNAmazon.com$1,282,554$55,506 ▲4.5%5,8460.7%Retail/WholesaleAAPLApple$1,192,250$43,072 ▲3.7%4,7610.6%Computer and TechnologyGOOGLAlphabet$996,854$57,737 ▲6.1%5,2660.5%Computer and TechnologyMETAMeta Platforms$888,804$72,603 ▲8.9%1,5180.5%Computer and TechnologyAVGOBroadcom$838,102$32,921 ▲4.1%3,6150.4%Computer and TechnologyCOSTCostco Wholesale$835,638$25,656 ▲3.2%9120.4%Retail/WholesaleNVDANVIDIA$774,853$87,960 ▲12.8%5,7700.4%Computer and TechnologyKLACKLA$590,422$141,147 ▲31.4%9370.3%Computer and TechnologyPNCThe PNC Financial Services Group$582,0830.0%3,0180.3%FinanceLLYEli Lilly and Company$540,400$36,284 ▲7.2%7000.3%MedicalXLEEnergy Select Sector SPDR Fund$508,563$32,379 ▼-6.0%5,9370.3%ETFICEIntercontinental Exchange$494,266$34,272 ▲7.5%3,3170.3%FinanceJPMJPMorgan Chase & Co.$488,769$14,143 ▲3.0%2,0390.2%FinanceIVOOVanguard S&P Mid-Cap 400 ETF$459,453$459,453 ▲New Holding4,3550.2%ETFUNHUnitedHealth Group$445,157$23,270 ▲5.5%8800.2%MedicalBXBlackstone$415,015$2,069 ▲0.5%2,4070.2%FinanceETNEaton$401,231$21,903 ▲5.8%1,2090.2%Industrial ProductsLINDE PLC SHS$393,550$20,515 ▲5.5%9400.2%StockBACBank of America$386,936$46,939 ▲13.8%8,8040.2%FinanceCBChubb$381,847$11,052 ▲3.0%1,3820.2%FinanceXLUUtilities Select Sector SPDR Fund$366,794$366,794 ▲New Holding4,8460.2%ETFCATCaterpillar$366,750$5,804 ▲1.6%1,0110.2%Industrial ProductsGEHCGE HealthCare Technologies$358,377$30,412 ▲9.3%4,5840.2%MedicalTJXTJX Companies$347,570$12,564 ▲3.8%2,8770.2%Retail/WholesaleVVisa$344,800$15,802 ▲4.8%1,0910.2%Business ServicesPHParker-Hannifin$336,460$16,537 ▲5.2%5290.2%Industrial ProductsTMOThermo Fisher Scientific$328,785$82,716 ▼-20.1%6320.2%MedicalPGProcter & Gamble$320,044$128,588 ▼-28.7%1,9090.2%Consumer StaplesSHWSherwin-Williams$301,858$15,977 ▲5.6%8880.2%Basic MaterialsHONHoneywell International$300,208$19,427 ▲6.9%1,3290.2%Multi-Sector ConglomeratesHDHome Depot$289,409$11,281 ▲4.1%7440.1%Retail/WholesaleXLREReal Estate Select Sector SPDR Fund$288,920$19,034 ▲7.1%7,1040.1%ETFAZOAutoZone$278,574$9,606 ▲3.6%870.1%Retail/WholesaleFTNTFortinet$240,735$240,735 ▲New Holding2,5480.1%Computer and TechnologyNFLXNetflix$229,961$229,961 ▲New Holding2580.1%Consumer DiscretionaryXLVHealth Care Select Sector SPDR Fund$0$4,875,754 ▼-100.0%00.0%ETFNEENextEra Energy$0$386,978 ▼-100.0%00.0%UtilitiesADBEAdobe$0$350,537 ▼-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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