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

SEC FilingSEC DataHachi Filing

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
CIK: tandem-wealth-advisors
Manager Name: Tandem-Wealth-Advisors

Data Enrichment

87% identified

46 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

53 positions • $191.2M total value

SEC FilingSEC DataHachi Filing

Manager:

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SHERWIN WILLIAMS CO

SHW|824348106

Shares:1.0K

Value:$359.7K

% of Portfolio:0.2% ($359.7K/$191.2M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:2.9K

Value:$355.5K

% of Portfolio:0.2% ($355.5K/$191.2M)

Eaton Corp plc

ETN|G29183103

Shares:1.3K

Value:$354.2K

% of Portfolio:0.2% ($354.2K/$191.2M)

Parker-Hannifin Corp

PH|701094104

Shares:562

Value:$341.6K

% of Portfolio:0.2% ($341.6K/$191.2M)

AUTOZONE INC

AZO|053332102

Shares:87

Value:$331.7K

% of Portfolio:0.2% ($331.7K/$191.2M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:637

Value:$317.0K

% of Portfolio:0.2% ($317.0K/$191.2M)

CATERPILLAR INC

CAT|149123101

Shares:869

Value:$286.6K

% of Portfolio:0.1% ($286.6K/$191.2M)

HOME DEPOT, INC.

HD|437076102

Shares:778

Value:$285.1K

% of Portfolio:0.1% ($285.1K/$191.2M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:1.3K

Value:$278.7K

% of Portfolio:0.1% ($278.7K/$191.2M)

Blackstone Inc.

BX|09260D107

Shares:1.8K

Value:$251.3K

% of Portfolio:0.1% ($251.3K/$191.2M)

NETFLIX INC

NFLX|64110L106

Shares:250

Value:$233.1K

% of Portfolio:0.1% ($233.1K/$191.2M)

Fortinet, Inc.

FTNT|34959E109

Shares:2.3K

Value:$223.7K

% of Portfolio:0.1% ($223.7K/$191.2M)

Palo Alto Networks Inc

PANW|697435105

Shares:1.2K

Value:$209.0K

% of Portfolio:0.1% ($209.0K/$191.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SHERWIN WILLIAMS CO(SHWcusip824348106)	1.0K	QoQ +15.99% (+142) YoY +21.74% (+184)	All Managers (Combined)	$359.7K	0.2% ($359.7K/$191.2M)	QoQ +19.15% (+$57.8K) YoY +22.40% (+$65.8K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	2.9K	QoQ +1.45% (+42) YoY -28.50% (-1.2K)	All Managers (Combined)	$355.5K	0.2% ($355.5K/$191.2M)	QoQ +2.29% (+$8.0K) YoY -14.14% (-$58.6K)
Eaton Corp plc(ETNcusipG29183103)	1.3K	QoQ +7.77% (-94) YoY NEW(+1.3K)	All Managers (Combined)	$354.2K	0.2% ($354.2K/$191.2M)	QoQ -11.72% (-$47.0K) YoY NEW(+$354.2K)
Parker-Hannifin Corp(PHcusip701094104)	562	QoQ +6.23% (+33) YoY NEW(+562)	All Managers (Combined)	$341.6K	0.2% ($341.6K/$191.2M)	QoQ +1.53% (+$5.2K) YoY NEW(+$341.6K)
AUTOZONE INC(AZOcusip053332102)	87	QoQ 0.00% (+0) YoY +3.57% (+3)	All Managers (Combined)	$331.7K	0.2% ($331.7K/$191.2M)	QoQ +19.07% (+$53.1K) YoY +25.29% (+$67.0K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	637	QoQ +0.79% (-5) YoY -18.43% (-144)	All Managers (Combined)	$317.0K	0.2% ($317.0K/$191.2M)	QoQ -3.59% (-$11.8K) YoY -30.17% (-$137.0K)
CATERPILLAR INC(CATcusip149123101)	869	QoQ -14.04% (-142) YoY -14.38% (-146)	All Managers (Combined)	$286.6K	0.1% ($286.6K/$191.2M)	QoQ -21.85% (-$80.2K) YoY -22.94% (-$85.3K)
HOME DEPOT, INC.(HDcusip437076102)	778	QoQ +4.56% (-34) YoY +7.31% (+53)	All Managers (Combined)	$285.1K	0.1% ($285.1K/$191.2M)	QoQ -1.47% (-$4.3K) YoY +2.52% (+$7.0K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	1.3K	QoQ -0.97% (-13) YoY +10.31% (+123)	All Managers (Combined)	$278.7K	0.1% ($278.7K/$191.2M)	QoQ -7.17% (-$21.5K) YoY +13.80% (+$33.8K)
Blackstone Inc.(BXcusip09260D107)	1.8K	QoQ -25.30% (-609) YoY -25.88% (-628)	All Managers (Combined)	$251.3K	0.1% ($251.3K/$191.2M)	QoQ -39.44% (-$163.7K) YoY -21.14% (-$67.4K)
NETFLIX INC(NFLXcusip64110L106)	250	QoQ -3.10% (-8) YoY NEW(+250)	All Managers (Combined)	$233.1K	0.1% ($233.1K/$191.2M)	QoQ +1.37% (-$3.2K) YoY NEW(+$233.1K)
Fortinet, Inc.(FTNTcusip34959E109)	2.3K	QoQ -8.79% (-224) YoY -35.87% (-1.3K)	All Managers (Combined)	$223.7K	0.1% ($223.7K/$191.2M)	QoQ -7.07% (-$17.0K) YoY -9.63% (-$23.8K)
Palo Alto Networks Inc(PANWcusip697435105)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$209.0K	0.1% ($209.0K/$191.2M)	QoQ NEW(+$209.0K) YoY NEW(+$209.0K)