Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 02-02-2024 | 12-31-2023 | 111 | 161,107,777 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 101 | $516,194 | 9,545 | 0.00 | 0.00 | 100 | 1.06 | 12-31-2023 |
| ISHARES TR | CORE DIVID ETF | 102 | $446,214 | 10,870 | 0.00 | 0.00 | -110 | -1.00 | 12-31-2023 |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 103 | $445,022 | 13,360 | 0.00 | 0.00 | 2,600 | 24.16 | 12-31-2023 |
| CHART INDS INC | COM | 104 | $443,754 | 3,255 | 0.00 | 0.00 | 1,415 | 76.90 | 12-31-2023 |
