Tandem Wealth Advisors LLC Portfolio Holdings
Q3 2025•47 long positions•$210.3M portfolio value
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Holding51 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $40.3M 19.18% | +$2.8M Bought | — 402.3K shares | 374.3K → 402.3K +$2.8M | +7.5% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $18.4M 8.73% | -$615.7K Sold | — 30.8K shares | 31.8K → 30.8K −$615.7K | -3.25% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $17.2M 8.2% | -$7.5M Sold | — 184.6K shares | 265.4K → 184.6K −$7.5M | -30.44% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $17.1M 8.12% | -$1.1M Sold | — 25.6K shares | 27.2K → 25.6K −$1.1M | -5.9% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $16.1M 7.64% | -$197.8K Sold | — 235.9K shares | 238.8K → 235.9K −$197.8K | -1.22% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $14.9M 7.07% | +$1.0M Bought | — 156.4K shares | 145.7K → 156.4K +$1.0M | +7.35% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $14.0M 6.64% | +$1.1M Bought | — 174.8K shares | 161.2K → 174.8K +$1.1M | +8.47% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $13.4M 6.36% | -$248.3K Sold | — 70.6K shares | 71.9K → 70.6K −$248.3K | -1.82% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $12.8M 6.08% | +$12.8M Bought | — 239.3K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $8.5M 4.06% | -$1.6M Sold | — 11.4K shares | 13.6K → 11.4K −$1.6M | -15.62% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $5.9M 2.79% | -$341.8K Sold | — 172.8K shares | 182.9K → 172.8K −$341.8K | -5.5% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.2M 2.0% | -$298.3K Sold | — 12.8K shares | 13.7K → 12.8K −$298.3K | -6.63% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.3M 1.58% | -$95.8K Sold | — 25.3K shares | 26.1K → 25.3K −$95.8K | -2.8% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.0M 1.44% | +$206.3K Bought | — 40.8K shares | 38.1K → 40.8K +$206.3K | +7.29% | — — | Q4 2022 Held for 2y 11m | |
Consumer Electronics Technology | $1.4M 0.662% | -$185.6K Sold | 0.0% 5.5K shares | 6.2K → 5.5K −$185.6K | -11.77% | $3.78T Mega Cap | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $1.4M 0.647% | -$170.9K Sold | 0.0% 2.6K shares | 3.0K → 2.6K −$170.9K | -11.16% | $3.85T Mega Cap | Q4 2022 Held for 2y 11m | |
Specialty Retail Consumer Cyclical | $1.2M 0.576% | -$81.2K Sold | 0.0% 5.5K shares | 5.9K → 5.5K −$81.2K | -6.29% | $2.34T Mega Cap | Q4 2022 Held for 2y 11m | |
Discount Stores Consumer Defensive | $1.0M 0.478% | +$133.3K Bought | 0.0% 1.1K shares | 943.0 → 1.1K +$133.3K | +15.27% | $410.27B Mega Cap | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $975.3K 0.464% | -$384.8K Sold | 0.0% 4.0K shares | 5.6K → 4.0K −$384.8K | -28.29% | $2.95T Mega Cap | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $974.5K 0.463% | -$165.2K Sold | 0.0% 1.3K shares | 1.6K → 1.3K −$165.2K | -14.5% | $1.84T Mega Cap | Q2 2024 Held for 1y 5m | |
Semiconductors Technology | $927.7K 0.441% | -$314.4K Sold | 0.0% 5.0K shares | 6.7K → 5.0K −$314.4K | -25.31% | $4.54T Mega Cap | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $846.7K 0.403% | -$278.3K Sold | 0.001% 785.0 shares | 1.0K → 785.0 −$278.3K | -24.74% | $142.03B Large Cap | Q1 2023 Held for 2y 8m | |
Drug Manufacturers - General Healthcare | $814.1K 0.387% | +$87.7K Bought | 0.0% 1.1K shares | 952.0 → 1.1K +$87.7K | +12.08% | $684.00B Mega Cap | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $736.4K 0.35% | -$457.9K Sold | 0.0% 2.2K shares | 3.6K → 2.2K −$457.9K | -38.34% | $1.56T Mega Cap | Q4 2022 Held for 2y 11m | |
Industrial - Machinery Industrials | $714.1K 0.34% | -$115.3K Sold | 0.0% 1.9K shares | 2.2K → 1.9K −$115.3K | -13.9% | $145.70B Large Cap | Q2 2024 Held for 1y 5m | |
Software - Infrastructure Technology | $681.5K 0.324% | +$221.7K Bought | 0.0% 3.3K shares | 2.3K → 3.3K +$221.7K | +48.23% | $137.82B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $673.7K 0.32% | +$43.7K Bought | — 7.5K shares | 7.1K → 7.5K +$43.7K | +6.93% | — — | Q4 2022 Held for 2y 11m | |
Financial - Data & Stock Exchanges Financial Services | $659.8K 0.314% | +$37.6K Bought | 0.001% 3.9K shares | 3.7K → 3.9K +$37.6K | +6.04% | $96.4B Large Cap | Q4 2022 Held for 2y 11m | |
Banks - Diversified Financial Services | $611.6K 0.291% | -$97.8K Sold | 0.0% 1.9K shares | 2.2K → 1.9K −$97.8K | -13.78% | $867.35B Mega Cap | Q4 2022 Held for 2y 11m | |
Banks - Regional Financial Services | $606.5K 0.288% | — | 0.001% 3.0K shares | — | — | $79.1B Large Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $584.0K 0.278% | +$111.3K Bought | — 6.7K shares | 5.4K → 6.7K +$111.3K | +23.54% | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $519.1K 0.247% | +$205.9K Bought | 0.001% 121.0 shares | 73.0 → 121.0 +$205.9K | +65.75% | $71.5B Large Cap | Q4 2022 Held for 2y 11m | |
Banks - Diversified Financial Services | $490.6K 0.233% | -$100.5K Sold | 0.0% 9.5K shares | 11.5K → 9.5K −$100.5K | -17.01% | $382.12B Mega Cap | Q3 2023 Held for 2y 2m | |
Chemicals - Specialty Basic Materials | $479.3K 0.228% | +$26.6K Bought | 0.0% 1.0K shares | 953.0 → 1.0K +$26.6K | +5.88% | $222.73B Mega Cap | Q4 2022 Held for 2y 11m | |
Financial - Capital Markets Financial Services | $438.8K 0.209% | +$111.5K Bought | 0.0% 551.0 shares | 411.0 → 551.0 +$111.5K | +34.06% | $241.07B Mega Cap | Q2 2025 Held for 5 months | |
Insurance - Property & Casualty Financial Services | $425.1K 0.202% | +$63.5K Bought | 0.0% 1.5K shares | 1.3K → 1.5K +$63.5K | +17.56% | $112.53B Large Cap | Q4 2022 Held for 2y 11m | |
Industrial - Machinery Industrials | $411.7K 0.196% | -$48.5K Sold | 0.0% 543.0 shares | 607.0 → 543.0 −$48.5K | -10.54% | $95.9B Large Cap | Q3 2024 Held for 1y 2m | |
Apparel - Retail Consumer Cyclical | $402.5K 0.191% | +$12.4K Bought | 0.0% 2.8K shares | 2.7K → 2.8K +$12.4K | +3.19% | $160.86B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $402.4K 0.191% | +$25.3K Bought | — 9.6K shares | 9.0K → 9.6K +$25.3K | +6.7% | — — | Q3 2023 Held for 2y 2m | |
Aerospace & Defense Industrials | $402.3K 0.191% | +$402.3K New | 0.0% 1.9K shares | 0 → 1.9K +$402.3K | New | $163.20B Large Cap | Q3 2025 Held for 2 months | |
Chemicals - Specialty Basic Materials | $401.0K 0.191% | +$38.4K Bought | 0.0% 1.2K shares | 1.0K → 1.2K +$38.4K | +10.6% | $86.3B Large Cap | Q1 2024 Held for 1y 8m | |
Medical - Diagnostics & Research Healthcare | $400.6K 0.19% | +$21.3K Bought | 0.0% 826.0 shares | 782.0 → 826.0 +$21.3K | +5.63% | $183.15B Large Cap | Q4 2022 Held for 2y 11m | |
Agricultural - Machinery Industrials | $392.2K 0.186% | -$135.0K Sold | 0.0% 822.0 shares | 1.1K → 822.0 −$135.0K | -25.61% | $223.53B Mega Cap | Q4 2022 Held for 2y 11m | |
Financial - Credit Services Financial Services | $389.2K 0.185% | +$35.2K Bought | 0.0% 1.1K shares | 1.0K → 1.1K +$35.2K | +9.93% | $662.60B Mega Cap | Q4 2022 Held for 2y 11m | |
Home Improvement Consumer Cyclical | $340.4K 0.162% | -$8.5K Sold | 0.0% 840.0 shares | 861.0 → 840.0 −$8.5K | -2.44% | $403.32B Mega Cap | Q4 2022 Held for 2y 11m | |
Asset Management Financial Services | $325.5K 0.155% | -$75.7K Sold | 0.0% 1.9K shares | 2.3K → 1.9K −$75.7K | -18.87% | $133.37B Large Cap | Q4 2022 Held for 2y 11m | |
Entertainment Communication Services | $278.1K 0.132% | +$52.8K Bought | 0.0% 232.0 shares | 188.0 → 232.0 +$52.8K | +23.4% | $509.45B Mega Cap | Q4 2024 Held for 11 months | |
Household & Personal Products Consumer Defensive | - — | -$346.2K Sold | — - shares | 2.2K → 0 −$346.2K | Sold | $375.97B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | - — | -$5.0M Sold | — - shares | 28.5K → 0 −$5.0M | Sold | — — | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | - — | -$226.7K Sold | — - shares | 2.1K → 0 −$226.7K | Sold | $79.9B Large Cap | Q3 2023 Held for 2y 2m |
