Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Tandem Financial

Latest statistics and disclosures from Tandem Financial's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002049157

Tip: Access up to 7 years of quarterly data

Positions held by Tandem Financial consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Tandem Financial

Tandem Financial holds 48 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vaneck Etf Trust Gold Miners Etf (GDX)	11.1	$10M	223k	45.97	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	9.3	$8.6M	149k	57.61	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	7.6	$7.1M	38k	188.16	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	7.4	$6.9M	19k	361.10	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	7.3	$6.8M	134k	50.52	View chart
Spdr S&p 500 Etf Tr Tr Unit Call Option (Principal) (SPY)	5.2	$4.8M	8.6k	559.39	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	5.1	$4.7M	66k	71.43	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.2	$3.9M	8.2k	469.65	View chart
Spdr Gold Tr Gold Shs (GLD)	3.7	$3.4M	12k	288.14	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	3.5	$3.2M	13k	251.77	View chart
Quanta Services (PWR)	3.2	$2.9M	12k	254.18	View chart
Philip Morris International (PM)	2.9	$2.7M	17k	160.08	View chart
Ishares Tr Us Aer Def Etf (ITA)	2.3	$2.1M	14k	153.10	View chart
Microsoft Corporation (MSFT)	2.0	$1.9M	5.0k	375.36	View chart
Apple (AAPL)	2.0	$1.9M	8.4k	222.13	View chart
Tcw Etf Trust Flexible Income (FLXR)	1.9	$1.7M	44k	39.17	View chart
Corecivic (CXW)	1.3	$1.2M	60k	20.29	View chart
Nuveen Muni Value Fund (NUV)	1.2	$1.2M	131k	8.80	View chart
Sprott Fds Tr Uranium Miners E (URNM)	1.2	$1.1M	35k	32.44	View chart
Mp Materials Corp Com Cl A (MP)	1.2	$1.1M	44k	24.41	View chart
Global X Fds Global X Uranium (URA)	1.1	$1.1M	46k	22.92	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.1	$1.0M	18k	57.14	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	1.0	$970k	26k	37.49	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.0	$944k	4.7k	199.50	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.0	$941k	18k	51.94	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.9	$858k	17k	51.78	View chart
Spdr Ser Tr Comp Software (XSW)	0.9	$845k	5.3k	159.86	View chart
Altria (MO)	0.8	$756k	12k	61.04	View chart
Carrier Global Corporation (CARR)	0.8	$748k	12k	63.40	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.8	$726k	43k	16.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$612k	4.0k	154.64	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$556k	12k	45.26	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$495k	3.2k	156.23	View chart
NVIDIA Corporation (NVDA)	0.5	$475k	4.4k	108.39	View chart
Annaly Capital Management In Com New (NLY)	0.5	$473k	23k	21.01	View chart
Exxon Mobil Corporation (XOM)	0.5	$466k	3.9k	118.93	View chart
Newmont Mining Corporation (NEM)	0.5	$429k	8.9k	48.28	View chart
Rio Tinto Sponsored Adr (RIO)	0.4	$361k	5.8k	62.33	View chart
Amazon (AMZN)	0.4	$357k	1.9k	190.26	View chart
Oracle Corporation (ORCL)	0.4	$347k	2.5k	139.81	View chart
Helmerich & Payne (HP)	0.4	$326k	13k	26.12	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$273k	3.0k	91.03	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$254k	476.00	532.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$237k	422.00	561.90	View chart
Chevron Corporation (CVX)	0.3	$236k	1.4k	167.30	View chart
Sk Telecom Sponsored Adr (SKM)	0.2	$207k	9.7k	21.26	View chart
Costco Wholesale Corporation (COST)	0.2	$206k	218.00	946.24	View chart
Yotta Acquisition Corporatio Right 03/15/2027 (YOTAR)	0.0	$6.5k	40k	0.16	View chart

Past Filings by Tandem Financial

SEC 13F filings are viewable for Tandem Financial going back to 2025

Tandem Financial 2025 Q1 filed May 8, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z