Tandem-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "GOOGL", "CAT", "AVGO", "HON", "HD", "ICE", "META", null, null, null, "LIN", "MSFT", "BX", "IJR", "KLAC", null, "EEM", "PANW", "PNC", "UNH", "AAPL", "SPY", "NVDA", "GEHC", "PG", "SHW", null, "TMO", "TJX", "IVOO", null, "FTNT", "AMZN", "VGT", "VFH", null, "BND", "V", "DGRO", "AZO", "BAC", "CB", "COST", "RSP", "EFA", "QQQ", "MDY", "ETN", "LLY", "NFLX", "PH", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-14
- Total Holdings
- 53
- Total Value
- 191201025
- Accession Number
- 0001986042-25-000007
- Form Type
- 13F-HR
- Manager Name
- Tandem-Wealth-Advisors
Data Enrichment
87% identified46 identified7 unidentified
Holdings
53 positions • $191.2M total value
Manager:
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Page 2 of 3
Shares:763
Value:$721.6K
% of Portfolio:0.4% ($721.6K/$191.2M)
Shares:3.9K
Value:$676.2K
% of Portfolio:0.4% ($676.2K/$191.2M)
81369Y506
Shares:6.7K
Value:$623.3K
% of Portfolio:0.3% ($623.3K/$191.2M)
Shares:3.0K
Value:$530.5K
% of Portfolio:0.3% ($530.5K/$191.2M)
81369Y886
Shares:5.5K
Value:$430.4K
% of Portfolio:0.2% ($430.4K/$191.2M)
Shares:4.9K
Value:$398.2K
% of Portfolio:0.2% ($398.2K/$191.2M)
81369Y860
Shares:8.9K
Value:$372.7K
% of Portfolio:0.2% ($372.7K/$191.2M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
ELI LILLY & Co(LLYcusip532457108) | 984 | All Managers (Combined) | $812.7K | 0.4% ($812.7K/$191.2M) | ||
| 763 | YoY -6.83% (-56) | All Managers (Combined) | $721.6K | 0.4% ($721.6K/$191.2M) | ||
Alphabet Inc.(GOOGLcusip02079K305) | 4.6K | All Managers (Combined) | $711.3K | 0.4% ($711.3K/$191.2M) | ||
| 1.0K | QoQ +9.60% (+90) | All Managers (Combined) | $698.2K | 0.4% ($698.2K/$191.2M) | ||
| 3.9K | All Managers (Combined) | $676.2K | 0.4% ($676.2K/$191.2M) | |||
(cusip81369Y506)✕ | 6.7K | All Managers (Combined) | $623.3K | 0.3% ($623.3K/$191.2M) | ||
NVIDIA CORP(NVDAcusip67066G104) | 5.6K | All Managers (Combined) | $604.2K | 0.3% ($604.2K/$191.2M) | ||
| 1.0K | All Managers (Combined) | $541.6K | 0.3% ($541.6K/$191.2M) | |||
| 3.0K | All Managers (Combined) | $530.5K | 0.3% ($530.5K/$191.2M) | |||
| 2.1K | QoQ +4.11% (+84)YoY +6.15% (+123) | All Managers (Combined) | $520.8K | 0.3% ($520.8K/$191.2M) | ||
| 1.0K | QoQ +7.12% (+67) | All Managers (Combined) | $468.9K | 0.2% ($468.9K/$191.2M) | ||
| 4.6K | QoQ +5.16% (-225)YoY NEW(+4.6K) | All Managers (Combined) | $452.0K | 0.2% ($452.0K/$191.2M) | YoY NEW(+$452.0K) | |
| 1.4K | QoQ +3.90% (+54)YoY +5.82% (+79) | All Managers (Combined) | $433.7K | 0.2% ($433.7K/$191.2M) | ||
(cusip81369Y886)✕ | 5.5K | YoY NEW(+5.5K) | All Managers (Combined) | $430.4K | 0.2% ($430.4K/$191.2M) | YoY NEW(+$430.4K) |
| 9.8K | All Managers (Combined) | $409.7K | 0.2% ($409.7K/$191.2M) | |||
| 4.9K | All Managers (Combined) | $398.2K | 0.2% ($398.2K/$191.2M) | |||
| 1.1K | QoQ +1.37% (+15) | All Managers (Combined) | $387.6K | 0.2% ($387.6K/$191.2M) | ||
| 2.2K | All Managers (Combined) | $378.7K | 0.2% ($378.7K/$191.2M) | |||
(cusip81369Y860)✕ | 8.9K | All Managers (Combined) | $372.7K | 0.2% ($372.7K/$191.2M) | ||
Broadcom Inc.(AVGOcusip11135F101) | 2.2K | All Managers (Combined) | $368.8K | 0.2% ($368.8K/$191.2M) |