Tandem Wealth Advisors LLC Portfolio Holdings

Tandem Wealth Advisors LLC

  • $190 Million
  • Q4 2024

Tandem Wealth Advisors LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $190 Million distributed in 52 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 $38.2M, Spdr S&P Midcap 400 ETF Trust with a value of $16.2M, Ishares Tr Msci Eafe ETF with a value of $14.9M, Ishares Tr with a value of $14M, and Spdr S&P 500 ETF Trust with a value of $13.8M.

Examining the 13F form we can see an decrease of $6.1M in the current position value, from $197M to 190M.

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 $190 Million
ETFs: $172 Million
Technology: $4.99 Million
Financial Services: $4.7 Million
Consumer Cyclical: $2.2 Million
Communication Services: $2.12 Million
Industrials: $1.4 Million
Healthcare: $1.31 Million
Consumer Defensive: $1.16 Million
Other: $301,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$38.2 Million 20.08% of portfolio
394,544
Q4 2024 Added 8.11%
$0
$16.2 Million 8.51% of portfolio
28,466
Q4 2024 Reduced 13.23%
$0
$14.9 Million 7.82% of portfolio
196,850
Q4 2024 Reduced 5.78%
$0
$14 Million 7.36% of portfolio
152,867
Q4 2024 Added 10.5%
$0
$13.8 Million 7.27% of portfolio
23,627
Q4 2024 Added 16.0%
$0
$13.4 Million 7.04% of portfolio
171,847
Q4 2024 Added 7.59%
$0
$12.5 Million 6.59% of portfolio
204,461
Q4 2024 Reduced 3.24%
$0
$10.9 Million 5.71% of portfolio
62,102
Q4 2024 Reduced 4.75%
$0
$9.16 Million 4.81% of portfolio
17,913
Q4 2024 Reduced 9.34%
$0
$8.14 Million 4.27% of portfolio
70,654
Q4 2024 Reduced 4.25%
$0
$6.5 Million 3.42% of portfolio
10,459
Q4 2024 Reduced 12.52%
$0
$6.16 Million 3.24% of portfolio
147,393
Q4 2024 Added 5.76%
$0
$4.04 Million 2.12% of portfolio
13,938
Q4 2024 Reduced 26.0%
$0
$2.6 Million 1.36% of portfolio
36,152
Q4 2024 Added 10.75%
$0
$508,000 0.27% of portfolio
5,937
Q4 2024 Reduced 5.99%
$0
$459,000 0.24% of portfolio
4,355
Q4 2024 New
$0
$288,000 0.15% of portfolio
7,104
Q4 2024 Added 7.05%

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $190 Million
  • Prior Value $197 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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