Tandem Wealth Advisors LLC Purchases and Sells in Q4 2024

Tandem Wealth Advisors LLC

$190 Million
Q4 2024

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	3.26K + 16.0%	$567.81 - $607.81 $1.85M - $1.98M	23.6K $13.8M
AGG	29.6K + 8.11%	$96.64 - $101.23 $2.86M - $3M	395K $38.2M
MBB	14.5K + 10.5%	$91.26 - $95.82 $1.33M - $1.39M	153K $14M
VCSH	12.1K + 7.59%	$77.86 - $79.27 $944K - $961K	172K $13.4M
AMZN	253 + 4.52%	$180.88 - $232.93 $45.8K - $58.9K	5.85K $1.28M
AVGO	142 + 4.09%	$159.67 - $250.0 $22.7K - $35.5K	3.62K $838K

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ERIE	3.91K New	$401.65 - $542.86 $1.57M - $2.12M	3.91K $1.61M
IVOO	4.36K New	$104.52 - $115.08 $455K - $501K	4.36K $459K
XLU	4.85K New	$74.89 - $82.93 $363K - $402K	4.85K $366K
FTNT	2.55K New	$76.49 - $99.21 $195K - $253K	2.55K $240K
NFLX	258 New	$687.65 - $936.56 $177K - $242K	258 $229K
AMID	140K New	N/A	140K $0

Top Sells

Reduced Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFA	-12.1K - 5.78%	$75.1 - $82.99 $907K - $1M	197K $14.9M
MDY	-4.34K - 13.23%	$563.99 - $620.12 $2.45M - $2.69M	28.5K $16.2M
VTI	-4.9K - 26.0%	$280.04 - $302.45 $1.37M - $1.48M	13.9K $4.04M
RSP	-3.1K - 4.75%	$174.22 - $187.62 $539K - $581K	62.1K $10.9M
DGRO	-6.85K - 3.24%	$60.73 - $64.94 $416K - $445K	204K $12.5M
VGT	-1.5K - 12.52%	$571.78 - $647.97 $856K - $970K	10.5K $6.5M

Activity Summary All Purchases 40 New Holdings 6 Increased Positions 34 All Sells 11 Reductions 11 Sold out 0 Calls 0 Puts 0

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