Fund HoldingsTANDEM CAPITAL MANAGEMENT CORP /ADV

Total Portfolio Value
$186.79M
Total Bought
$9.05M
Total Sold
$19.18M
Net Transaction
-$10.13M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
MARVELL TECHNOLOGY INC(MRVL)38,04036,699-1,3412,7434,0532.17%+1,310
BOEING CO(BA)013,815+13,81502,4451.31%+2,445
CVS HEALTH CORP(CVS)022,315+22,31501,0020.54%+1,002
ALPHABET INC(GOOG)039,822+39,82207,5384.04%+7,538
GE VERNOVA INC(GEV)11,73111,485-2462,9913,7782.02%+787
SALESFORCE INC(CRM)02,099+2,09907020.38%+702
SCHWAB CHARLES CORP(SCHW)049,551+49,55103,6671.96%+3,667
BROOKFIELD WEALTH SOL LTD
CL A EXCHANGEAB
108,554108,234-3205,7716,2173.33%+446
AMAZON COM INC(AMZN)8,0818,843+7621,5061,9401.04%+434
JPMORGAN CHASE & CO.(JPM)17,07016,553-5173,5993,9682.12%+369
LAM RESEARCH CORP(LRCX)05,100+5,10003680.20%+368
ALPHABET INC(GOOG)019,724+19,72403,7562.01%+3,756
APPLE INC(AAPL)25,56125,234-3275,9566,3193.38%+363
BROOKFIELD INFRASTRUCTURE CO(BIPC)08,011+8,01103210.17%+321
ASML HOLDING N V
N Y REGISTRY SHS
405905+5003376270.34%+290
BROOKFIELD ASSET MANAGMT LTD(BAM)38,93639,111+1751,8412,1191.13%+278
CHART INDS INC(GTLS)4,2854,125-1605327870.42%+255
BOSTON SCIENTIFIC CORP(BSX)55,15154,546-6054,6224,8722.61%+250
PAYPAL HLDGS INC(PYPL)7,3429,592+2,2505738190.44%+246
BROADCOM INC(AVGO)0940+94002180.12%+218
GENERAL MTRS CO(GM)040,551+40,55102,1601.16%+2,160
MASTERCARD INCORPORATED(MA)0389+38902050.11%+205
ISHARES TR5,6007,220+1,6205377370.39%+200
META PLATFORMS INC(META)10,39710,487+905,9526,1403.29%+189
VANGUARD SPECIALIZED FUNDS11,69812,685+9872,3172,4841.33%+167
CROWDSTRIKE HLDGS INC(CRWD)2,5972,572-257288800.47%+152
FIDELITY COVINGTON TRUST14,31016,395+2,0856127580.41%+146
UBER TECHNOLOGIES INC(UBER)34,60945,459+10,8502,6012,7421.47%+141
VANGUARD INDEX FDS3,8113,892+811,4631,5970.86%+134
CITIGROUP INC(C)016,443+16,44301,1570.62%+1,157
FIRST CTZNS BANCSHARES INC N(FCNCA)443439-48169280.50%+112
PALO ALTO NETWORKS INC(PANW)3,0886,320+3,2321,0551,1500.62%+95
NVIDIA CORPORATION(NVDA)9,5959,265-3301,1651,2440.67%+79
ISHARES TR1,0681,088+204014370.23%+36
VISA INC(V)2,6722,437-2357357700.41%+36
GOLDMAN SACHS GROUP INC(GS)45145102232580.14%+35
ISHARES TR1,1811,211+306817130.38%+32
ISHARES TR1,8122,012+2002282590.14%+31
FIDELITY COVINGTON TRUST3,2553,237-185685980.32%+30
INVESCO QQQ TR1,1571,15705655910.32%+27
ISHARES TR2,8952,89509109330.50%+22
BROOKFIELD CORP(BN)42,38639,569-2,8172,2532,2731.22%+20
VANGUARD INDEX FDS2,9592,95908388580.46%+20
VERISK ANALYTICS INC(VRSK)1,2441,24403333430.18%+9
AUTOMATIC DATA PROCESSING IN1,5771,521-564364450.24%+9
FIDELITY COVINGTON TRUST9,1709,470+3004644730.25%+8
VANGUARD INDEX FDS67167103543620.19%+7
UNICYCIVE THERAPEUTICS INC15,50015,50006120.01%+6
ENBRIDGE INC(ENB)10,79810,453-3454394440.24%+5
GLOBAL X FDS
US INFR DEV ETF
15,67016,070+4006456490.35%+4
EATON CORP PLC(ETN)13,47413,464-104,4664,4682.39%+2
SCHWAB STRATEGIC TR10,90521,910+11,0056506510.35%+1
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
14,36014,36009669630.52%-3
SPDR SER TR
ST STR P500GRW
6,1955,795-4005145090.27%-4
ISHARES TR
CORE DIVID ETF
10,20510,305+1004944880.26%-6
SELECT SECTOR SPDR TR
ST STR INDL ETF
1,8401,84002492420.13%-7
PROCTER AND GAMBLE CO(PG)1,7661,76603062960.16%-10
VANECK ETF TRUST
SEMICONDUCTR ETF
3,4753,480+58538430.45%-10
BERKSHIRE HATHAWAY INC DEL1106916810.36%-10
MCDONALDS CORP(MCD)72572502212100.11%-11
TRI CONTL CORP(TY)8,1008,10002682570.14%-11
ISHARES TR
CORE DIV GRWTH
6,1016,011-903823690.20%-14
S&P GLOBAL INC(SPGI)475457-182452280.12%-18
INVESCO EXCHANGE TRADED FD T
S&P MIDCAP 400
4,8404,84005675460.29%-21
BERKSHIRE HATHAWAY INC DEL3,3883,38801,5591,5360.82%-24
AMERICAN CENTY ETF TR5,1104,830-2804904660.25%-24
BROOKFIELD BUSINESS CORP(BBUC)55,90557,133+1,2281,4161,3860.74%-30
BROOKFIELD BUSINESS PARTNERS31,67030,170-1,5007387070.38%-31
ON SEMICONDUCTOR CORP(ON)3,6603,710+502662340.13%-32
PHILIP MORRIS INTL INC(PM)13,97613,756-2201,6971,6560.89%-41
WASTE MGMT INC DEL(WM)6,5896,567-221,3681,3250.71%-43
SCHLUMBERGER LTD(SLB)35,44037,530+2,0901,4871,4390.77%-48
FORTIVE CORP(FTV)26,66927,397+7282,1052,0551.10%-50
VANGUARD INDEX FDS3,3903,110-2803302770.15%-53
HOME DEPOT INC(HD)4,4274,42701,7941,7220.92%-72
FORD MTR CO(F)24,69518,890-5,8052611870.10%-74
LOCKHEED MARTIN CORP(LMT)925935+105414540.24%-86
ALBEMARLE CORP(ALB)8,9488,761-1878477540.40%-93
VENTAS INC(VTR)12,92012,320-6008297260.39%-103
ADVANCED MICRO DEVICES INC(AMD)2,4652,46504042980.16%-107
ABBOTT LABS31,06930,349-7203,5423,4331.84%-109
FIDELITY COVINGTON TRUST13,24713,062-1859648540.46%-111
SPDR DOW JONES INDL AVERAGE(DIA)805505-3003412150.12%-126
STONECO LTD(STNE)38,33237,002-1,3304322950.16%-137
NEXTERA ENERGY INC(NEE)9,9359,485-4508406800.36%-160
FIGS INC(FIGS)107,23090,330-16,9007335590.30%-174
STRYKER CORPORATION(SYK)15,42814,984-4445,5745,3952.89%-179
XP INC(XP)20,95616,513-4,4433761960.10%-180
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
43,66942,417-1,2521,5301,3480.72%-182
L3HARRIS TECHNOLOGIES INC(LHX)8,0678,257+1901,9191,7360.93%-183
SHELL PLC(SHEL)023,722+23,72201,4860.80%+1,486
ISHARES TR1,0550-1,0552000-200
JONES LANG LASALLE INC(JLL)13,59713,696+993,6693,4671.86%-202
COMCAST CORP NEW(CCZ)23,18420,404-2,7809687660.41%-203
STEEL DYNAMICS INC(STLD)1,6100-1,6102030-203
REGAL REXNORD CORPORATION(RRX)13,50413,127-3772,2402,0361.09%-204
SL GREEN RLTY CORP(SLG)61,56559,895-1,6704,2864,0682.18%-217
SOUTHERN CO(SO)2,4350-2,4352200-220
NEWMONT CORP(NEM)4,3500-4,3502330-233
AEROVIRONMENT INC6,4176,667+2501,2871,0260.55%-261
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