Tandem Wealth Advisors LLC Incresed Positions in Q4 2024

Tandem Wealth Advisors LLC

  • $190 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
3.26K
+ 16.0%
$567.81 - $607.81 $1.85M - $1.98M
23.6K $13.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
29.6K
+ 8.11%
$96.64 - $101.23 $2.86M - $3M
395K $38.2M
MBB
Ishares Tr

ETFs
14.5K
+ 10.5%
$91.26 - $95.82 $1.33M - $1.39M
153K $14M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
12.1K
+ 7.59%
$77.86 - $79.27 $944K - $961K
172K $13.4M
AMZN
Amazon Com Inc

Consumer Cyclical
253
+ 4.52%
$180.88 - $232.93 $45.8K - $58.9K
5.85K $1.28M
AVGO
Broadcom Inc.

Technology
142
+ 4.09%
$159.67 - $250.0 $22.7K - $35.5K
3.62K $838K
GOOGL
Alphabet Inc.

Communication Services
305
+ 6.15%
$161.86 - $196.66 $49.4K - $60K
5.27K $996K
NVDA
Nvidia Corp

Technology
655
+ 12.81%
$117.0 - $148.88 $76.6K - $97.5K
5.77K $774K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.51K
+ 10.75%
$71.75 - $75.11 $252K - $264K
36.2K $2.6M
AAPL
Apple Inc.

Technology
172
+ 3.75%
$221.69 - $259.02 $38.1K - $44.6K
4.76K $1.19M
MSFT
Microsoft Corp

Technology
261
+ 8.84%
$406.35 - $454.46 $106K - $119K
3.21K $1.35M
BAC
Bank Of America Corp

Financial Services
1.07K
+ 13.81%
$39.22 - $47.77 $41.9K - $51K
8.8K $386K
JPM
Jpmorgan Chase & CO

Financial Services
59
+ 2.98%
$205.18 - $250.29 $12.1K - $14.8K
2.04K $488K
V
Visa Inc.

Financial Services
50
+ 4.8%
$273.87 - $320.91 $13.7K - $16K
1.09K $344K
COST
Costco Wholesale Corp

Consumer Defensive
28
+ 3.17%
$873.59 - $994.69 $24.5K - $27.9K
912 $835K
BX
Blackstone Inc.

Financial Services
12
+ 0.5%
$148.45 - $199.05 $1.78K - $2.39K
2.41K $415K
HON
Honeywell International Inc

Industrials
86
+ 6.92%
$202.84 - $236.0 $17.4K - $20.3K
1.33K $300K
KLAC
Kla Corp

Technology
224
+ 31.42%
$614.46 - $829.55 $138K - $186K
937 $590K
ETN
Eaton Corp PLC

Industrials
66
+ 5.77%
$326.96 - $377.52 $21.6K - $24.9K
1.21K $401K
TJX
Tjx Companies Inc

Consumer Cyclical
104
+ 3.75%
$112.15 - $127.2 $11.7K - $13.2K
2.88K $347K
PH
Parker Hannifin Corp

Industrials
26
+ 5.17%
$621.74 - $709.46 $16.2K - $18.4K
529 $336K
AZO
Autozone Inc

Consumer Cyclical
3
+ 3.57%
$2981.19 - $3370.27 $8.94K - $10.1K
87 $278K
HD
Home Depot, Inc.

Consumer Cyclical
29
+ 4.06%
$385.02 - $431.37 $11.2K - $12.5K
744 $289K
Ge Healthcare Technologies Inc Common Stock
389
+ 9.27%
N/A
4.58K $0
Linde PLC Shs
49
+ 5.5%
N/A
940 $0
ICE
Intercontinental Exchange, Inc.

Financial Services
230
+ 7.45%
$148.29 - $166.93 $34.1K - $38.4K
3.32K $494K
CB
Chubb LTD

Financial Services
40
+ 2.98%
$271.57 - $301.89 $10.9K - $12.1K
1.38K $381K
XLRE
Select Sector Spdr Tr Real Est

ETFs
468
+ 7.05%
$40.06 - $45.21 $18.7K - $21.2K
7.1K $288K
SHW
Sherwin Williams CO

Basic Materials
47
+ 5.59%
$338.75 - $399.71 $15.9K - $18.8K
888 $301K
CAT
Caterpillar Inc

Industrials
16
+ 1.61%
$360.37 - $416.88 $5.77K - $6.67K
1.01K $366K
LLY
Eli Lilly & CO

Healthcare
47
+ 7.2%
$727.2 - $932.06 $34.2K - $43.8K
700 $540K
UNH
Unitedhealth Group Inc

Healthcare
46
+ 5.52%
$485.52 - $625.25 $22.3K - $28.8K
880 $445K
EEM
Ishares Msci Emerging Markets

ETFs
8.02K
+ 5.76%
$41.82 - $47.36 $335K - $380K
147K $6.16M
Activity Summary
Buys All Purchases 40 New Holdings 6 Increased Positions 34 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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