Tandem Financial, LLC Top Holdings and 13F Report (2025) About Tandem Financial, LLCInvestment ActivityTandem Financial, LLC has $92.47 million in total holdings as of December 31, 2024.Tandem Financial, LLC owns shares of 48 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 6.14% of the portfolio was purchased this quarter.About 8.67% of the portfolio was sold this quarter.This quarter, Tandem Financial, LLC has purchased 84 new stocks and bought additional shares in 22 stocks.Tandem Financial, LLC sold shares of 19 stocks and completely divested from 38 stocks this quarter.Largest Holdings VanEck Gold Miners ETF $10,240,332Vanguard Long-Term Treasury Index ETF $8,556,640iShares Russell 1000 Value ETF $7,056,721iShares Russell 1000 Growth ETF $6,850,016FT Vest S&P 500 Dividend Aristocrats Target Income ETF $6,776,704 Largest New Holdings this Quarter 037833100 - Apple $1,856,367 Holding02079K305 - Alphabet $611,602 Holding Largest Purchases this Quarter Apple 8,357 shares (about $1.86M)CoreCivic 33,686 shares (about $683.49K)Alphabet 3,955 shares (about $611.60K)SPDR Gold Shares 1,545 shares (about $445.18K)SPDR S&P 500 ETF Trust 474 shares (about $265.91K) Largest Sales this Quarter Vanguard Long-Term Treasury Index ETF 5,504 shares (about $317.09K)iShares U.S. Aerospace & Defense ETF 1,198 shares (about $183.41K)Philip Morris International 1,000 shares (about $160.08K)VanEck Gold Miners ETF 1,993 shares (about $91.62K)Carrier Global 639 shares (about $40.51K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTandem Financial, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGDXVanEck Gold Miners ETF$10,240,332$91,618 ▼-0.9%222,76111.1%ETFVGLTVanguard Long-Term Treasury Index ETF$8,556,640$317,085 ▼-3.6%148,5279.3%ETFIWDiShares Russell 1000 Value ETF$7,056,721$117,599 ▲1.7%37,5047.6%ETFIWFiShares Russell 1000 Growth ETF$6,850,016$127,828 ▲1.9%18,9707.4%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$6,776,704$51,177 ▲0.8%134,1397.3%ETFSPYSPDR S&P 500 ETF Trust$4,804,875$265,909 ▲5.9%8,5655.2%FinanceIMCGiShares Morningstar Mid-Cap Growth ETF$4,744,961$59,073 ▲1.3%66,4285.1%ETFQQQInvesco QQQ$3,862,877$57,297 ▲1.5%8,2254.2%FinanceGLDSPDR Gold Shares$3,408,985$445,176 ▲15.0%11,8313.7%FinanceVBKVanguard Small-Cap Growth ETF$3,241,791$1,762 ▼-0.1%12,8763.5%ETFPWRQuanta Services$2,914,951$35,585 ▼-1.2%11,4683.2%ConstructionPMPhilip Morris International$2,695,428$160,080 ▼-5.6%16,8382.9%Consumer StaplesITAiShares U.S. Aerospace & Defense ETF$2,101,728$183,411 ▼-8.0%13,7282.3%ETFMSFTMicrosoft$1,889,171$1,501 ▼-0.1%5,0332.0%Computer and TechnologyAAPLApple$1,856,367$1,856,367 ▲New Holding8,3572.0%Computer and TechnologyTCW ETF TRUST$1,723,755$108,618 ▲6.7%44,0071.9%FLEXIBLE INCOMECXWCoreCivic$1,218,435$683,489 ▲127.8%60,0511.3%FinanceNUVNuveen Municipal Value Fund$1,152,380$24,805 ▲2.2%130,9151.2%FinanceURNMSprott Uranium Miners ETF$1,131,589$9,699 ▼-0.8%34,8831.2%ETFMPMP Materials$1,069,134$23,800 ▼-2.2%43,7991.2%Basic MaterialsURAGlobal X Uranium ETF$1,062,860$26,702 ▼-2.5%46,3731.1%ETFJEPIJPMorgan Equity Premium Income ETF$1,006,322$259,866 ▲34.8%17,6121.1%ETFEMLPFirst Trust North American Energy Infrastructure Fund$969,567$12,147 ▲1.3%25,8621.0%ETFIWMiShares Russell 2000 ETF$944,431$18,952 ▲2.0%4,7341.0%FinanceAMLPAlerian MLP ETF$941,153$247,079 ▲35.6%18,1201.0%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$858,337$194,481 ▲29.3%16,5770.9%ETFXSWSPDR S&P Software & Services ETF$844,718$3,997 ▼-0.5%5,2840.9%ETFMOAltria Group$755,920$30,520 ▼-3.9%12,3840.8%Consumer StaplesCARRCarrier Global$748,400$40,514 ▼-5.1%11,8040.8%Computer and TechnologyPFXFVanEck Preferred Securities ex Financials ETF$726,094$182,684 ▲33.6%43,3230.8%ETFGOOGLAlphabet$611,602$611,602 ▲New Holding3,9550.7%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$555,944$4,571 ▲0.8%12,2830.6%ETFGOOGAlphabet$494,7810.0%3,1670.5%Computer and TechnologyNVDANVIDIA$475,074$5,420 ▼-1.1%4,3830.5%Computer and TechnologyNLYAnnaly Capital Management$473,020$110,513 ▲30.5%22,5140.5%FinanceXOMExxon Mobil$466,333$238 ▼-0.1%3,9210.5%EnergyNEMNewmont$429,161$132,770 ▲44.8%8,8890.5%Basic MaterialsRIORio Tinto Group$361,016$77,913 ▲27.5%5,7920.4%Basic MaterialsAMZNAmazon.com$356,928$11,416 ▼-3.1%1,8760.4%Retail/WholesaleORCLOracle$347,0090.0%2,4820.4%Computer and TechnologyHPHelmerich & Payne$325,950$10,918 ▼-3.2%12,4790.4%EnergyTLTiShares 20+ Year Treasury Bond ETF$272,999$12,744 ▼-4.5%2,9990.3%ETFBRK.BBerkshire Hathaway$253,5090.0%4760.3%FinanceIVViShares Core S&P 500 ETF$237,122$26,971 ▲12.8%4220.3%ETFCVXChevron$236,229$167 ▲0.1%1,4120.3%EnergySKMSK Telecom$206,4780.0%9,7120.2%Computer and TechnologyCOSTCostco Wholesale$206,280$1,892 ▼-0.9%2180.2%Retail/WholesaleYOTARYotta Acquisition$6,4600.0%40,0000.0%APPLE INC$0$2,158,124 ▼-100.0%00.0%COMALPHABET INC$0$769,944 ▼-100.0%00.0%CAP STK CL AINVESCO QQQ TR$0$664,599 ▼-100.0%00.0%CALLRTX CORPORATION$0$381,876 ▼-100.0%00.0%CALLINCYIncyte$0$357,715 ▼-100.0%00.0%MedicalEXXON MOBIL CORP$0$333,467 ▼-100.0%00.0%CALLXLEEnergy Select Sector SPDR Fund$0$274,112 ▼-100.0%00.0%ETFVTVanguard Total World Stock ETF$0$255,754 ▼-100.0%00.0%ETFWMTWalmart$0$188,678 ▼-100.0%00.0%Retail/WholesaleSCHVSchwab U.S. Large-Cap Value ETF$0$145,158 ▼-100.0%00.0%ETFAMPLIFY ETF TR$0$143,990 ▼-100.0%00.0%AMPLIFY CYBERSECSDSIAmerican Century Short Duration Strategic Income ETF$0$126,082 ▼-100.0%00.0%ETFTWLOTwilio$0$118,888 ▼-100.0%00.0%Computer and TechnologyDVNDevon Energy$0$117,108 ▼-100.0%00.0%EnergySLViShares Silver Trust$0$109,375 ▼-100.0%00.0%ETFXELXcel Energy$0$108,640 ▼-100.0%00.0%UtilitiesIAUiShares Gold Trust$0$106,695 ▼-100.0%00.0%FinanceSLBSchlumberger$0$76,680 ▼-100.0%00.0%EnergyFHNFirst Horizon$0$74,404 ▼-100.0%00.0%FinanceEPDEnterprise Products Partners$0$60,902 ▼-100.0%00.0%EnergyVZVerizon Communications$0$59,706 ▼-100.0%00.0%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$0$48,330 ▼-100.0%00.0%ETFHPIJohn Hancock Preferred Income Fund$0$39,891 ▼-100.0%00.0%Financial ServicesPBRPetróleo Brasileiro S.A. - Petrobras$0$39,424 ▼-100.0%00.0%EnergySPHSuburban Propane Partners$0$39,113 ▼-100.0%00.0%EnergyDNPDNP Select Income Fund$0$34,448 ▼-100.0%00.0%FinanceRNDVFirst Trust S&P 500 Diversified Dividend Aristocrats ETF$0$32,219 ▼-100.0%00.0%ETFHPEHewlett Packard Enterprise$0$31,503 ▼-100.0%00.0%Computer and TechnologyOLOOLO$0$26,427 ▼-100.0%00.0%Computer and TechnologyRIVNRivian Automotive$0$24,685 ▼-100.0%00.0%Auto/Tires/TrucksAPLDApplied Digital$0$22,920 ▼-100.0%00.0%FinanceBCVBancroft Fund$0$18,100 ▼-100.0%00.0%FinanceWUWestern Union$0$16,960 ▼-100.0%00.0%Business ServicesHBANHuntington Bancshares$0$16,270 ▼-100.0%00.0%FinanceOBDCBlue Owl Capital$0$15,490 ▼-100.0%00.0%FinanceYOLOAdvisorShares Pure Cannabis ETF$0$5,429 ▼-100.0%00.0%ETFCRONCronos Group$0$2,020 ▼-100.0%00.0%MedicalMONEYLION INC$0$183 ▼-100.0%00.0%*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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