Tandem Financial, LLC Top Holdings and 13F Report (2025) About Tandem Financial, LLCInvestment ActivityTandem Financial, LLC has $94.46 million in total holdings as of December 31, 2024.Tandem Financial, LLC owns shares of 84 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard Long-Term Treasury Index ETF $8,525,598VanEck Gold Miners ETF $7,621,415iShares Russell 1000 Growth ETF $7,475,928iShares Russell 1000 Value ETF $6,827,486FT Vest S&P 500 Dividend Aristocrats Target Income ETF $6,684,253 Sector AllocationMap of 500 Largest Holdings ofTandem Financial, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVGLTVanguard Long-Term Treasury Index ETF$8,525,598154,0319.0%ETFGDXVanEck Gold Miners ETF$7,621,415224,7548.1%ETFIWFiShares Russell 1000 Growth ETF$7,475,92818,6167.9%ETFIWDiShares Russell 1000 Value ETF$6,827,48636,8797.2%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$6,684,253133,1267.1%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$4,954,81865,6015.2%ETFSPYSPDR S&P 500 ETF Trust$4,757,4608,0915.0%FinanceQQQInvesco QQQ$4,142,7088,1034.4%FinancePWRQuanta Services$3,668,71211,6083.9%ConstructionVBKVanguard Small-Cap Growth ETF$3,608,01412,8833.8%ETFGLDSPDR Gold Shares$2,490,55010,2862.6%FinancePMPhilip Morris International$2,170,88517,8382.3%Consumer StaplesITAiShares U.S. Aerospace & Defense ETF$2,169,42614,9262.3%ETFAPPLE INC$2,158,1248,6182.3%COMMSFTMicrosoft$2,123,2925,0372.2%Computer and TechnologyTCW ETF TRUST$1,594,93241,2341.7%FLEXIBLE INCOMEURNMSprott Uranium Miners ETF$1,418,16735,1821.5%ETFCXWCoreCivic$1,355,81726,3651.4%FinanceURAGlobal X Uranium ETF$1,308,46047,5381.4%ETFNUVNuveen Municipal Value Fund$1,100,354128,0971.2%FinanceIWMiShares Russell 2000 ETF$1,025,0534,6391.1%FinanceXSWSPDR S&P Software & Services ETF$1,003,2055,3091.1%ETFEMLPFirst Trust North American Energy Infrastructure Fund$910,43025,5381.0%ETFCARRCarrier Global$852,19012,4430.9%Computer and TechnologyALPHABET INC$769,9444,0670.8%CAP STK CL AJEPIJPMorgan Equity Premium Income ETF$756,73013,0640.8%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$728,69312,8210.8%ETFMPMP Materials$698,47544,7740.7%Basic MaterialsMOAltria Group$686,84712,8840.7%Consumer StaplesINVESCO QQQ TR$664,5991,3000.7%CALLAMLPAlerian MLP ETF$643,56313,3630.7%ETFGOOGAlphabet$603,1243,1670.6%Computer and TechnologyNVDANVIDIA$595,3084,4330.6%Computer and TechnologyPFXFVanEck Preferred Securities ex Financials ETF$559,29732,4230.6%ETFVWOVanguard FTSE Emerging Markets ETF$536,50312,1820.6%ETFAMZNAmazon.com$424,7401,9360.4%Retail/WholesaleXOMExxon Mobil$422,0373,9230.4%Oils/EnergyORCLOracle$413,6012,4820.4%Computer and TechnologyHPHelmerich & Payne$412,95912,8970.4%Oils/EnergyRTX CORPORATION$381,8763,3000.4%CALLINCYIncyte$357,7155,1790.4%MedicalEXXON MOBIL CORP$333,4673,1000.4%CALLNLYAnnaly Capital Management$326,96417,2540.3%FinanceTLTiShares 20+ Year Treasury Bond ETF$274,1293,1390.3%ETFXLEEnergy Select Sector SPDR Fund$274,1123,2000.3%ETFRIORio Tinto Group$267,1164,5420.3%Basic MaterialsVTVanguard Total World Stock ETF$255,7542,1770.3%ETFNEMNewmont$228,4946,1390.2%Basic MaterialsIVViShares Core S&P 500 ETF$220,1673740.2%ETFBRK.BBerkshire Hathaway$215,7624760.2%FinanceCVXChevron$204,3791,4110.2%Oils/EnergySKMSK Telecom$204,3419,7120.2%Computer and TechnologyCOSTCostco Wholesale$201,6732200.2%Retail/WholesaleWMTWalmart$188,6782,0830.2%Retail/WholesaleSCHVSchwab U.S. Large-Cap Value ETF$145,1585,5680.2%ETFAMPLIFY ETF TR$143,9901,9330.2%AMPLIFY CYBERSECSDSIAmerican Century Short Duration Strategic Income ETF$126,0822,4790.1%ETFTWLOTwilio$118,8881,1000.1%Computer and TechnologyDVNDevon Energy$117,1083,5780.1%Oils/EnergySLViShares Silver Trust$109,3754,1540.1%ETFXELXcel Energy$108,6401,6090.1%UtilitiesIAUiShares Gold Trust$106,6952,1550.1%FinanceSLBSchlumberger$76,6802,0000.1%Oils/EnergyFHNFirst Horizon$74,4043,6670.1%FinanceEPDEnterprise Products Partners$60,9021,9420.1%Oils/EnergyVZVerizon Communications$59,7061,4930.1%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$48,3301,0000.1%ETFHPIJohn Hancock Preferred Income Fund$39,8912,3810.0%Financial ServicesPBRPetróleo Brasileiro S.A. - Petrobras$39,4242,9000.0%Oils/EnergySPHSuburban Propane Partners$39,1132,2740.0%Oils/EnergyDNPDNP Select Income Fund$34,4483,8770.0%FinanceRNDVFirst Trust S&P 500 Diversified Dividend Aristocrats ETF$32,2191,0000.0%ETFHPEHewlett Packard Enterprise$31,5031,4660.0%Computer and TechnologyOLOOLO$26,4273,4410.0%Computer and TechnologyRIVNRivian Automotive$24,6851,8560.0%Auto/Tires/TrucksAPLDApplied Digital$22,9203,0000.0%FinanceBCVBancroft Fund$18,1001,0220.0%FinanceWUWestern Union$16,9601,6000.0%Business ServicesHBANHuntington Bancshares$16,2701,0000.0%FinanceOBDCBlue Owl Capital$15,4901,0000.0%FinanceYOLOAdvisorShares Pure Cannabis ETF$5,4292,2430.0%ETFYOTARYotta Acquisition$2,71640,0000.0%--CRONCronos Group$2,0201,0000.0%MedicalMONEYLION INC$1831,0000.0%*W EXP 09/22/202Showing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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