Tandem Wealth Advisors LLC Top Holdings and 13F Report (2025) About Tandem Wealth Advisors LLCInvestment ActivityTandem Wealth Advisors LLC has $191.20 million in total holdings as of March 31, 2025.Tandem Wealth Advisors LLC owns shares of 53 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 2.84% of the portfolio was purchased this quarter.About 3.91% of the portfolio was sold this quarter.This quarter, Tandem Wealth Advisors LLC has purchased 52 new stocks and bought additional shares in 30 stocks.Tandem Wealth Advisors LLC sold shares of 19 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $39,132,909SPDR S&P MidCap 400 ETF Trust $15,599,359iShares MSCI EAFE ETF $15,538,430iShares MBS ETF $14,447,463Vanguard Short-Term Corporate Bond ETF $13,521,222 Largest New Holdings this Quarter 92204A405 - Vanguard Financials ETF $3,015,094 Holding697435105 - Palo Alto Networks $209,034 Holding Largest Purchases this Quarter Vanguard Financials ETF 25,293 shares (about $3.02M)SPDR S&P MidCap 400 ETF Trust 785 shares (about $418.64K)Eli Lilly and Company 284 shares (about $234.56K)Palo Alto Networks 1,225 shares (about $209.03K)Apple 919 shares (about $204.14K) Largest Sales this Quarter Vanguard Information Technology ETF 5,712 shares (about $3.10M)iShares MSCI EAFE ETF 6,943 shares (about $568.09K)SPDR S&P 500 ETF Trust 576 shares (about $321.82K)iShares Core Dividend Growth ETF 4,913 shares (about $302.97K)Invesco QQQ 590 shares (about $276.67K) 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$39,132,909$116,098 ▲0.3%395,71820.5%FinanceMDYSPDR S&P MidCap 400 ETF Trust$15,599,359$418,635 ▲2.8%29,2518.2%ETFEFAiShares MSCI EAFE ETF$15,538,430$568,085 ▼-3.5%189,9078.1%FinanceMBBiShares MBS ETF$14,447,463$114,389 ▲0.8%154,0877.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$13,521,222$44,364 ▼-0.3%171,2857.1%ETFSPYSPDR S&P 500 ETF Trust$12,879,025$321,822 ▼-2.4%23,0516.7%FinanceDGROiShares Core Dividend Growth ETF$12,305,524$302,970 ▼-2.4%199,5486.4%ETFRSPInvesco S&P 500 Equal Weight ETF$10,532,729$209,122 ▼-1.9%60,8935.5%ETFQQQInvesco QQQ$8,123,217$276,667 ▼-3.3%17,3234.2%FinanceIJRiShares Core S&P Small-Cap ETF$7,440,306$59,026 ▲0.8%71,2193.9%ETFEEMiShares MSCI Emerging Markets ETF$6,505,290$62,897 ▲1.0%148,8323.4%FinanceAMIDAmerican Midstream Partners$4,415,308$2,077 ▲0.0%140,3322.3%EnergyVTIVanguard Total Stock Market ETF$3,998,097$167,378 ▲4.4%14,5472.1%ETFVFHVanguard Financials ETF$3,015,094$3,015,094 ▲New Holding25,2931.6%ETFBNDVanguard Total Bond Market ETF$2,718,385$63,020 ▲2.4%37,0101.4%ETFVGTVanguard Information Technology ETF$2,575,631$3,099,221 ▼-54.6%4,7471.3%ETFAAPLApple$1,261,698$204,137 ▲19.3%5,6800.7%Computer and TechnologyMSFTMicrosoft$1,009,048$196,704 ▼-16.3%2,6880.5%Computer and TechnologyAMZNAmazon.com$948,827$163,433 ▼-14.7%4,9870.5%Retail/WholesaleMETAMeta Platforms$865,116$9,798 ▼-1.1%1,5010.5%Computer and TechnologyLLYEli Lilly and Company$812,695$234,558 ▲40.6%9840.4%MedicalCOSTCostco Wholesale$721,630$140,921 ▼-16.3%7630.4%Retail/WholesaleGOOGLAlphabet$711,344$102,990 ▼-12.6%4,6000.4%Computer and TechnologyKLACKLA$698,155$61,182 ▲9.6%1,0270.4%Computer and TechnologyICEIntercontinental Exchange$676,200$104,018 ▲18.2%3,9200.4%FinanceXLEEnergy Select Sector SPDR Fund$623,312$68,499 ▲12.3%6,6700.3%ETFNVDANVIDIA$604,219$21,134 ▼-3.4%5,5750.3%Computer and TechnologyUNHUnitedHealth Group$541,558$80,658 ▲17.5%1,0340.3%MedicalPNCThe PNC Financial Services Group$530,5300.0%3,0180.3%FinanceJPMJPMorgan Chase & Co.$520,772$20,605 ▲4.1%2,1230.3%FinanceLINDE PLC SHS$468,899$31,198 ▲7.1%1,0070.2%StockIVOOVanguard S&P Mid-Cap 400 ETF$452,046$22,208 ▲5.2%4,5800.2%ETFCBChubb$433,658$16,307 ▲3.9%1,4360.2%FinanceXLUUtilities Select Sector SPDR Fund$430,363$48,256 ▲12.6%5,4580.2%ETFBACBank of America$409,663$42,272 ▲11.5%9,8170.2%FinanceGEHCGE HealthCare Technologies$398,223$28,248 ▲7.6%4,9340.2%MedicalVVisa$387,609$5,257 ▲1.4%1,1060.2%Business ServicesPGProcter & Gamble$378,673$53,341 ▲16.4%2,2220.2%Consumer StaplesXLREReal Estate Select Sector SPDR Fund$372,674$75,372 ▲25.4%8,9050.2%ETFAVGOBroadcom$368,848$236,411 ▼-39.1%2,2030.2%Computer and TechnologySHWSherwin-Williams$359,666$49,585 ▲16.0%1,0300.2%Basic MaterialsTJXTJX Companies$355,534$5,116 ▲1.5%2,9190.2%Retail/WholesaleETNEaton$354,194$25,552 ▲7.8%1,3030.2%IndustrialsPHParker-Hannifin$341,612$20,059 ▲6.2%5620.2%IndustrialsAZOAutoZone$331,7120.0%870.2%Retail/WholesaleTMOThermo Fisher Scientific$316,971$2,488 ▲0.8%6370.2%MedicalCATCaterpillar$286,596$46,832 ▼-14.0%8690.1%IndustrialsHDHome Depot$285,129$12,461 ▲4.6%7780.1%Retail/WholesaleHONHoneywell International$278,663$2,753 ▼-1.0%1,3160.1%Multi-Sector ConglomeratesBXBlackstone$251,324$85,126 ▼-25.3%1,7980.1%FinanceNFLXNetflix$233,133$7,460 ▼-3.1%2500.1%Consumer DiscretionaryFTNTFortinet$223,708$21,562 ▼-8.8%2,3240.1%Computer and TechnologyPANWPalo Alto Networks$209,034$209,034 ▲New Holding1,2250.1%Computer and TechnologyERIEErie Indemnity$0$1,609,758 ▼-100.0%00.0%FinanceShowing 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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