$165 Million is the total value of Tandem Wealth Advisors LLC's 50 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PNC | PNC FINL SVCS GROUP INC COMstock | $370,559 | -2.5% | 3,018 | 0.0% | 0.23% | -1.7% | |
| NEE | NEXTERA ENERGY INC COMstock | $240,847 | -22.8% | 4,204 | 0.0% | 0.15% | -22.2% | |
| ABT | ABBOTT LABS COMstock | $225,079 | -11.2% | 2,324 | 0.0% | 0.14% | -9.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES AGGREGATE BOND ETF | 4 | Q3 2023 | 19.3% |
| ISHARES MSCI EAFE ETF | 4 | Q3 2023 | 10.9% |
| S & P MID CAP 400 DEP RCPTS MID CAP | 4 | Q3 2023 | 9.3% |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | 4 | Q3 2023 | 7.9% |
| ISHARES MBS ETF | 4 | Q3 2023 | 7.5% |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 4 | Q3 2023 | 6.0% |
| SPDR S&P 500 ETF | 4 | Q3 2023 | 5.8% |
| POWERSHARES QQQ TR | 4 | Q3 2023 | 5.7% |
| VANGUARD INFORMATION TECHNOLOGY | 4 | Q3 2023 | 4.2% |
| ISHARES S&P SMALLCAP 600 ETF | 4 | Q3 2023 | 4.2% |
View Tandem Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-16 |
| 13F-HR | 2023-07-07 |
| 13F-HR | 2023-02-23 |
View Tandem Wealth Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.