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CIK: 0002049157
Total reported value
$332.4M
$332.4M
84 檔
11.2%
As reported in its official Q4 2024 Form 13F filing, Tandem Financial, LLC's tracked investment portfolio stood at $332.4M with 84 total positions.
During Q4 2024, Tandem Financial, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VGLT, GDX, IWF) accounted for 11.2% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 9.03% | -0.15% | — | |
| 2 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 8.07% | -1.02% | — | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.91% | +0.11% | — | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 7.23% | +0.05% | — | |
| 5 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 7.08% | -0.06% | — | |
| 6 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 5.25% | +0.64% | — | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.04% | +0.35% | — | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.39% | +1.08% | — | |
| 9 | PWR | Quanta Services Inc | Stock-Industrials | 3.88% | +0.38% | — | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.82% | +0.05% | — | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 2.64% | -0.25% | — | |
| 12 | PM | Philip Morris International | Stock-Consumer Staples | 2.30% | +0.02% | — | |
| 13 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 2.30% | +0.04% | — | |
| 14 | ✓ | Stock-Other | 2.28% | — | — | ||
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.25% | -0.04% | — | |
| 16 | FLXR | Tcw Flexible Income ETF | ETF-Other | 1.69% | -0.08% | — | |
| 17 | URNM | Sprott Uranium Miners ETF | ETF-Other | 1.50% | -0.15% | — | |
| 18 | CXW | Corecivic Inc | Stock-Other | 1.44% | — | — | |
| 19 | URA | Global X Uranium ETF | ETF-Other | 1.39% | — | — | |
| 20 | NUV | Nuveen Municipal Value | Stock-Other | 1.16% | +0.02% | — | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.09% | +0.26% | — | |
| 22 | XSW | Ss Spdr S&p Soft & Serv ETF | ETF-Other | 1.06% | -0.88% | EXIT | |
| 23 | EMLP | First Trust North American E | ETF-Other | 0.96% | -0.02% | — | |
| 24 | CARR | Carrier Global CORP | Stock-Industrials | 0.90% | +0.04% | — | |
| 25 | ✓ | Stock-Other | 0.82% | — | — | ||
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.80% | — | — | |
| 27 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.77% | — | — | |
| 28 | MP | Mp Materials CORP | Stock-Materials | 0.74% | +0.07% | — | |
| 29 | MO | Altria Group Inc | Stock-Consumer Staples | 0.73% | +0.01% | — | |
| 30 | ✓ | Invesco Qqq Trust | Stock-Other | 0.70% | — | — | |
| 31 | AMLP | Alerian Mlp ETF | ETF-Other | 0.68% | -0.05% | — | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | +0.05% | — | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | +0.01% | — | |
| 34 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 0.59% | -0.01% | — | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.57% | +0.70% | — | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | -0.01% | — | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | — | — | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.44% | -0.01% | — | |
| 39 | HP | Helmerich & Payne | Stock-Energy | 0.44% | — | — | |
| 40 | RTX | RTX Corporation | Stock-Industrials | 0.40% | — | — | |
| 41 | INCY | Incyte CORP | Stock-Healthcare | 0.38% | — | — | |
| 42 | XOM | Exxon Mobil Corporation | Stock-Energy | 0.35% | — | — | |
| 43 | NLY | Annaly Capital Management In | Stock-Real Estate | 0.35% | -0.04% | — | |
| 44 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.29% | -0.30% | — | |
| 45 | XLE | Ss Energy Select Sector | ETF-Other | 0.29% | — | — | |
| 46 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.28% | -0.02% | — | |
| 47 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.27% | +0.01% | — | |
| 48 | NEM | Newmont CORP | Stock-Materials | 0.24% | -0.07% | — | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | -2.06% | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | — | — |
According to official SEC Form 13F filings, Tandem Financial, LLC reported a total U.S. public equity portfolio value of $332.4M across 84 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q4 2024, Tandem Financial, LLC's top holdings by market value included VGLT (9.0%)、GDX (8.1%)、IWF (7.9%). The largest single position, VGLT, represented 9.0% of total portfolio value.
In Q4 2024, Tandem Financial, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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