Portfolio (Quarterly)
Guide ↗
Tandem Wealth Advisors LLC
· CIK 0001842557| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | CAT | Caterpillar | Industrials | 673.0 | $477K | 0.21% | -264.0 | -28.2% | $708.46 | +28.4% |
| 42 | NFLX | Netflix | Communication Services | 4,942.0 | $475K | 0.21% | +2K | +69.2% | $96.15 | -9.2% |
| 43 | V | Visa | Financial Services | 1,568.0 | $474K | 0.21% | +202.0 | +14.8% | $302.24 | +8.4% |
| 44 | SHW | Sherwin Williams | Basic Materials | 1,460.0 | $468K | 0.21% | +40.0 | +2.8% | $320.55 | -3.3% |
| 45 | HD | Home Depot | Consumer Cyclical | 1,181.0 | $388K | 0.17% | +134.0 | +12.8% | $328.89 | -3.4% |
| 46 | UPS | United Parcel Services | Industrials | 3,388.0 | $333K | 0.15% | NEW | — | $98.38 | +6.2% |
| 47 | SPMD | State Street S&P 400 Mid Cap ETF | — | 5,095.0 | $302K | 0.14% | -1K | -18.1% | $59.22 | +10.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
68.4%
Technology
11.2%
Consumer Cyclical
5.1%
Industrials
4.8%
Communication Services
4.3%
Healthcare
2.3%
Consumer Defensive
2.1%
Basic Materials
1.8%