TF
| |
Tandem Financial, LLC13F | |
| Tandem Financial, LLC | |
| Last update 2025-05-08 | 49 Stocks (1 new) |
| Value $92.00 Mil | Turnover 3 % |
Tandem Financial, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GDX | VanEck Gold Miners ETF | 222,761 | 10,240.3 | -0.89% | 11.070 | -0.07% | 0.070 | +8.46% | +60.66% | 16,135.3 | ||
VGLT |
Vanguard Long-Term Government Bond ETF
Vanguard Long-Term Government Bond ETF
| 148,527 | 8,556.6 | -3.57% | 9.250 | -0.33% | 0.080 | +1.35% | +1.80% | 9,815.1 | ||
IWD | iShares Russell 1000 Value ETF | 37,504 | 7,056.7 | +1.69% | 7.630 | +0.13% | 0.010 | +12.06% | +7.61% | 62,518.2 | ||
IWF | iShares Russell 1000 Growth ETF | 18,970 | 6,850.0 | +1.90% | 7.410 | +0.14% | 0.010 | +26.89% | +7.95% | 112,963.2 | ||
KNG |
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
| 134,139 | 6,776.7 | +0.76% | 7.330 | +0.06% | 0.180 | +6.76% | +4.97% | 3,840.4 | ||
JKH |
iShares Morningstar Mid-Cap Growth ETF
iShares Morningstar Mid-Cap Growth ETF
| 66,428 | 4,745.0 | +1.26% | 5.130 | +0.06% | - | +19.90% | +8.45% | 0 | ||
SPY | SPDR S&P 500 ETF Trust | 8,165 | 4,581.1 | +0.91% | 4.950 | +0.04% | 0.000 | +19.62% | +7.94% | 648,846.5 | ||
QQQ | INVESCO QQQ Trust | 8,225 | 3,862.9 | +1.51% | 4.180 | +0.06% | 0.000 | +26.41% | +10.07% | 357,853.0 | ||
VBK | Vanguard Small Cap Growth ETF | 12,876 | 3,241.8 | -0.05% | 3.510 | 0% | 0.020 | +20.18% | +1.46% | 18,021.3 | ||
GLD | SPDR Gold Shares ETF | 10,331 | 2,976.8 | +0.44% | 3.220 | +0.01% | 0.000 | +1.60% | +30.55% | 104,090.1 |
Tandem Financial, LLC's Historical Top Holdings Breakdowns
Tandem Financial, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CXW | CoreCivic Inc | 2025-03-31 | Add Add | +0.74% | 18.02 ($20.12) 23.05 | $19.73 | -1.94% | Add 127.77% | 60,051 | 33,686 | |
GOOGL | Alphabet Inc | 2025-03-31 | New Buy New Buy | +0.66% | 154.33 ($181.36) 206.38 | $191.34 | 5.50% | New holding | 3,955 | 3,955 | |
INCY | Incyte Corp | 2025-03-31 | Sold Out Sold Out | -0.38% | 60 ($69.73) 75.26 | $68.90 | -1.19% | Sold Out | 0 | -5,179 | |
VGLT |
Vanguard Long-Term Government Bond ETF
Vanguard Long-Term Government Bond ETF
| 2025-03-31 | Reduce Reduce | -0.33% | 53.99 ($56.33) 58.43 | $55.14 | -2.11% | Reduce -3.57% | 148,527 | -5,504 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-03-31 | Add Add | +0.28% | 56.17 ($58.26) 59.71 | $57.15 | -1.91% | Add 34.81% | 17,612 | 4,548 | |
AMLP | Alerian MLP ETF | 2025-03-31 | Add Add | +0.27% | 48.65 ($51.34) 53.06 | $48.64 | -5.26% | Add 35.6% | 18,120 | 4,757 | |
VT | Vanguard Total World Stock ETF | 2025-03-31 | Sold Out Sold Out | -0.27% | 115.08 ($119.66) 123.97 | $130.55 | 9.10% | Sold Out | 0 | -2,177 | |
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 2025-03-31 | Add Add | +0.21% | 51.45 ($55.7) 58.51 | $54.77 | -1.67% | Add 29.3% | 16,577 | 3,756 | |
PFXF |
VanEck Preferred Securities ex Financials ETF
VanEck Preferred Securities ex Financials ETF
| 2025-03-31 | Add Add | +0.20% | 16.76 ($17.26) 17.69 | $17.60 | 1.97% | Add 33.62% | 43,323 | 10,900 | |
WMT | Walmart Inc | 2025-03-31 | Sold Out Sold Out | -0.20% | 84.5 ($93.81) 105.05 | $95.85 | 2.17% | Sold Out | 0 | -2,083 |
Tandem Financial, LLC Total Holding History ($B)
Tandem Financial, LLC's Asset Allocation
Tandem Financial, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Tandem Financial, LLC's Hypothetical Growth since 2025-03-31
Tandem Financial, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Tandem Financial, LLC's Holdings Heat Map
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Tandem Financial, LLC's Holdings Bubble Chart
Tandem Financial, LLC News
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