Tandem Wealth Advisors LLC Top Holdings and 13F Report (2024) → Who are Nvidia’s New Silent Partners? (From Weiss Ratings) (Ad) About Tandem Wealth Advisors LLCInvestment ActivityTandem Wealth Advisors LLC has $181.97 million in total holdings as of March 31, 2024.Tandem Wealth Advisors LLC owns shares of 49 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 2.96% of the portfolio was purchased this quarter.About 2.15% of the portfolio was sold this quarter.This quarter, Tandem Wealth Advisors LLC has purchased 66 new stocks and bought additional shares in 17 stocks.Tandem Wealth Advisors LLC sold shares of 17 stocks and completely divested from 18 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $34,440,328iShares MSCI EAFE ETF $19,653,861SPDR S&P MidCap 400 ETF Trust $17,844,165iShares MBS ETF $12,194,276Vanguard Short-Term Corporate Bond ETF $11,986,856 Largest New Holdings this Quarter Sherwin-Williams $293,841 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 10,036 shares (about $1.68M)iShares Core Dividend Growth ETF 21,205 shares (about $1.22M)iShares Core U.S. Aggregate Bond ETF 8,978 shares (about $875.02K)iShares MBS ETF 4,589 shares (about $421.69K)Sherwin-Williams 846 shares (about $293.84K) Largest Sales this Quarter Vanguard Information Technology ETF 2,316 shares (about $1.20M)Invesco QQQ 2,079 shares (about $915.93K)Energy Select Sector SPDR Fund 1,653 shares (about $156.06K)Vanguard Total Stock Market ETF 393 shares (about $102.14K)NVIDIA 88 shares (about $79.51K) 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$34,440,328$875,018 ▲2.6%353,37018.9%FinanceEFAiShares MSCI EAFE ETF$19,653,861$94,119 ▲0.5%247,24210.8%FinanceMDYSPDR S&P MidCap 400 ETF Trust$17,844,165$41,328 ▲0.2%32,3839.8%ETFMBBiShares MBS ETF$12,194,276$421,687 ▲3.6%132,7046.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$11,986,856$239,507 ▲2.0%155,2996.6%ETFDGROiShares Core Dividend Growth ETF$10,837,328$1,223,027 ▲12.7%187,8996.0%ETFSPYSPDR S&P 500 ETF Trust$10,713,762$70,120 ▼-0.7%20,6275.9%FinanceRSPInvesco S&P 500 Equal Weight ETF$9,326,594$1,684,908 ▲22.0%55,5535.1%ETFQQQInvesco QQQ$8,772,504$915,932 ▼-9.5%19,9124.8%FinanceIJRiShares Core S&P Small-Cap ETF$7,917,384$149,482 ▲1.9%72,3514.4%ETFVGTVanguard Information Technology ETF$6,276,170$1,202,184 ▼-16.1%12,0913.4%ETFEEMiShares MSCI Emerging Markets ETF$5,594,541$80,244 ▲1.5%136,2313.1%FinanceVTIVanguard Total Stock Market ETF$4,843,237$102,141 ▼-2.1%18,6352.7%ETFXLVHealth Care Select Sector SPDR Fund$4,568,863$39,223 ▲0.9%31,2182.5%ETFBNDVanguard Total Bond Market ETF$2,234,462$7,408 ▼-0.3%30,7651.2%ETFMSFTMicrosoft$1,154,035$5,049 ▲0.4%2,7430.6%Computer and TechnologyAAPLApple$785,893$5,316 ▲0.7%4,5830.4%Computer and TechnologyGOOGLAlphabet$759,933$7,848 ▼-1.0%5,0350.4%Computer and TechnologyAMZNAmazon.com$684,181$165,589 ▲31.9%3,7930.4%Retail/WholesaleCOSTCostco Wholesale$600,024$52,017 ▼-8.0%8190.3%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$590,818$156,060 ▼-20.9%6,2580.3%ETFLLYEli Lilly and Company$543,016$76,240 ▼-12.3%6980.3%MedicalNVDANVIDIA$510,511$79,513 ▼-13.5%5650.3%Computer and TechnologyPNCThe PNC Financial Services Group$487,7610.0%3,0180.3%FinanceAVGOBroadcom$478,473$63,620 ▼-11.7%3610.3%Computer and TechnologyVVisa$458,5280.0%1,6430.3%Business ServicesTMOThermo Fisher Scientific$453,925$8,137 ▼-1.8%7810.2%MedicalKLACKLA$453,372$42,613 ▼-8.6%6490.2%Computer and TechnologyPGProcter & Gamble$418,6050.0%2,5800.2%Consumer StaplesTJXTJX Companies$414,098$2,130 ▼-0.5%4,0830.2%Retail/WholesaleJPMJPMorgan Chase & Co.$400,600$24,036 ▲6.4%2,0000.2%FinanceUNHUnitedHealth Group$386,3610.0%7810.2%MedicalLINDE PLC SHS$386,3140.0%8320.2%StockGEHCGE HealthCare Technologies$384,004$5,000 ▲1.3%4,2240.2%MedicalCATCaterpillar$371,926$5,130 ▲1.4%1,0150.2%Industrial ProductsICEIntercontinental Exchange$363,090$2,336 ▼-0.6%2,6420.2%FinanceCBChubb$351,639$3,110 ▼-0.9%1,3570.2%FinanceBXBlackstone$318,7040.0%2,4260.2%FinanceADBEAdobe$316,3840.0%6270.2%Computer and TechnologyBACBank of America$294,221$38,868 ▲15.2%7,7590.2%FinanceSHWSherwin-Williams$293,841$293,841 ▲New Holding8460.2%ConstructionHDHome Depot$278,1100.0%7250.2%Retail/WholesaleDEDeere & Company$272,3210.0%6630.1%Industrial ProductsNEENextEra Energy$268,6780.0%4,2040.1%UtilitiesAZOAutoZone$264,7390.0%840.1%Retail/WholesaleABTAbbott Laboratories$264,1460.0%2,3240.1%MedicalXLREReal Estate Select Sector SPDR Fund$261,4120.0%6,6130.1%ETFFTNTFortinet$247,555$5,806 ▼-2.3%3,6240.1%Computer and TechnologyHONHoneywell International$244,8630.0%1,1930.1%Multi-Sector ConglomeratesJNJJohnson & Johnson$0$341,380 ▼-100.0%00.0%MedicalEMREmerson Electric$0$279,824 ▼-100.0%00.0%Industrial ProductsHSYHershey$0$189,423 ▼-100.0%00.0%Consumer StaplesDIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF$0$60,879 ▼-100.0%00.0%ETFDFASDimensional U.S. Small Cap ETF$0$39,886 ▼-100.0%00.0%ETFWDAYWorkday$0$27,606 ▼-100.0%00.0%Computer and TechnologyGOOGAlphabet$0$27,199 ▼-100.0%00.0%Computer and TechnologyDFUVDimensional US Marketwide Value ETF$0$25,124 ▼-100.0%00.0%ETFAVEMAvantis Emerging Markets Equity ETF$0$24,530 ▼-100.0%00.0%ETFPEGPublic Service Enterprise Group$0$20,669 ▼-100.0%00.0%UtilitiesAVUVAvantis U.S. Small Cap Value ETF$0$17,870 ▼-100.0%00.0%ETFERIEErie Indemnity$0$14,402 ▼-100.0%00.0%FinanceSIRISirius XM$0$13,675 ▼-100.0%00.0%Consumer DiscretionaryDFUSDimensional U.S. Equity ETF$0$13,424 ▼-100.0%00.0%ETFAVDVAvantis International Small Cap Value ETF$0$8,561 ▼-100.0%00.0%ETFNKENIKE$0$6,840 ▼-100.0%00.0%Consumer DiscretionaryINTCIntel$0$5,025 ▼-100.0%00.0%Computer and TechnologyMRKMerck & Co., Inc.$0$4,797 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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