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| Name: |
Tandem Wealth Advisors LLC |
| City: |
PHOENIX |
| State: |
AZ |
| Zip: |
85004 |
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data |
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| Holdings
Found :
17 |
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Menu
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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 |
|
SPY |
Standard & Poors Depository... |
7 |
- |
$527.37 |
$10,714,000 |
20,627 |
5.89% |
846,000 |
-135 |
0 |
Closed - End Fund - E... |
|
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QQQ |
Invesco QQQ Trust Series I |
9 |
- |
$450.71 |
$8,773,000 |
19,912 |
4.82% |
-233,000 |
-2,079 |
0.004 |
Closed - End Fund - Debt |
|
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VGT |
Vanguard I T VIPERS |
11 |
- |
$534.61 |
$6,276,000 |
12,091 |
3.45% |
-697,000 |
-2,316 |
0.001 |
Closed - End Fund - E... |
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VTI |
Vanguard Total Stock Market... |
13 |
- |
$260.44 |
$4,843,000 |
18,635 |
2.66% |
329,000 |
-393 |
0.002 |
Closed - End Fund - E... |
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BND |
Vanguard Total Bond Market ETF |
15 |
- |
$71.64 |
$2,234,000 |
30,765 |
1.23% |
-36,000 |
-102 |
0.003 |
Closed - End Fund - E... |
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GOOGL |
Alphabet Inc |
18 |
- |
$172.50 |
$760,000 |
5,035 |
0.42% |
49,000 |
-52 |
0 |
Search Engines & Info... |
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COST |
Costco Wholesale Corp |
20 |
- |
$809.89 |
$600,000 |
819 |
0.33% |
13,000 |
-71 |
0 |
Discount, Variety Stores |
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XLE |
SPDR Energy Sector |
21 |
- |
$93.20 |
$591,000 |
6,258 |
0.32% |
-72,000 |
-1,653 |
0 |
Closed - End Fund - E... |
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LLY |
Eli Lilly & Co |
22 |
- |
$820.34 |
$543,000 |
698 |
0.3% |
79,000 |
-98 |
0 |
Drug Manufacturers - ... |
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NVDA |
NVIDIA Corporation |
23 |
- |
$1,096.33 |
$511,000 |
565 |
0.28% |
188,000 |
-88 |
0 |
Semiconductor - Speci... |
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AVGO |
Broadcom Limited |
25 |
- |
$1,328.55 |
$478,000 |
361 |
0.26% |
21,000 |
-48 |
0 |
Semiconductor- Broad... |
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TMO |
Thermo Fisher Scientific |
27 |
- |
$567.98 |
$454,000 |
781 |
0.25% |
32,000 |
-14 |
0 |
Medical Laboratories ... |
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KLAC |
KLA-Tencor Corp |
28 |
- |
$759.53 |
$453,000 |
649 |
0.25% |
40,000 |
-61 |
0 |
Semiconductor Equipme... |
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TJX |
TJX Companies Inc |
30 |
- |
$103.10 |
$414,000 |
4,083 |
0.23% |
29,000 |
-21 |
0 |
Discount, Variety Stores |
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ICE |
Intercontinental Exchange Inc |
36 |
- |
$133.90 |
$363,000 |
2,642 |
0.2% |
22,000 |
-17 |
0 |
Business Services |
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CB |
Chubb Ltd (ACE Ltd) |
37 |
- |
$270.82 |
$352,000 |
1,357 |
0.19% |
43,000 |
-12 |
0 |
Property & Casualty I... |
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FTNT |
Fortinet Inc |
48 |
- |
$59.32 |
$248,000 |
3,624 |
0.14% |
31,000 |
-85 |
0 |
Computer Peripherals |
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