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  Name: Tandem Wealth Advisors LLC
  City: PHOENIX
  State: AZ
  Zip: 85004
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $181,967,000
  Total Value Change : $8,541,000
  Securities Held Change : -17
   
All Securities Held : 49
  New Positions : 1
  Closed Positions : 18
  Increased Positions : 17
  Unchanged Positions : 14
  Decreased Positions : 17

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 14     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PNC)1 Year Chart         PNC PNC Financial Services Grou... 24 - $150.25 $488,000 3,018 0.27% 21,000 0 0.001    Domestic Money Center...
   (V)1 Year Chart         V Visa Inc 26 - $274.67 $459,000 1,643 0.25% 31,000 0 0    Business Services
   (PG)1 Year Chart         PG Procter & Gamble Co 29 - $167.48 $419,000 2,580 0.23% 41,000 0 0    Cleaning Products
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 33 - $496.22 $386,000 781 0.21% -25,000 0 0    Health Care Plans
   (LIN)1 Year Chart         LIN Linde Plc 32 - $435.48 $386,000 832 0.21% 44,000 0 0    N/A
   (BX)1 Year Chart         BX Blackstone Group LP 38 - $120.62 $319,000 2,426 0.18% 1,000 0 0    Asset Management
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 39 - $462.69 $316,000 627 0.17% -58,000 0 0    Application Software
   (HD)1 Year Chart         HD Home Depot Inc 42 - $335.72 $278,000 725 0.15% 27,000 0 0    Home Improvement Stores
   (DE)1 Year Chart         DE Deere & Co 43 - $365.13 $272,000 663 0.15% 7,000 0 0    Farm & Construction M...
   (NEE)1 Year Chart         NEE NextEra Energy 44 - $72.74 $269,000 4,204 0.15% 14,000 0 0    Electric Utilities
   (AZO)1 Year Chart         AZO Autozone Inc 45 - $2,811.03 $265,000 84 0.15% 48,000 0 0    Auto Parts Stores
   (ABT)1 Year Chart         ABT Abbott Laboratories 46 - $105.81 $264,000 2,324 0.15% 8,000 0 0    Drug Manufacturers - ...
   (XLRE)1 Year Chart         XLRE Real Estate Select Sector S... 47 - $38.04 $261,000 6,613 0.14% -4,000 0 0.001    N/A
   (HON)1 Year Chart         HON Honeywell International Inc 49 - $209.48 $245,000 1,193 0.13% -5,000 0 0    Conglomerates

      14 Records Found
  1    
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