Tandem Financial, LLC Purchases in Q4 2024

Tandem Financial, LLC

  • $94.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGLT
Vanguard Long Term Treasury Et

ETFs
154K
New
$55.1 - $61.74 $8.49M - $9.51M
154K $8.53B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
225K
New
$33.77 - $44.09 $7.59M - $9.91M
225K $7.62B
IWF
Ishares Russell 1000 Gr ETF

ETFs
18.6K
New
$370.24 - $418.94 $6.89M - $7.8M
18.6K $7.48B
IWD
Ishares Russell 1000 Val ETF

ETFs
36.9K
New
$183.23 - $199.79 $6.76M - $7.37M
36.9K $6.83B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
133K
New
$50.06 - $55.0 $6.66M - $7.32M
133K $6.68B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
65.6K
New
$72.18 - $81.41 $4.74M - $5.34M
65.6K $4.95B
SPY
Spdr S&P 500 ETF Trust

ETFs
8.09K
New
$567.81 - $607.81 $4.59M - $4.92M
8.09K $4.76B
QQQ
Invesco Qqq Trust, Series 1

ETFs
8.1K
New
$481.22 - $538.17 $3.9M - $4.36M
8.1K $4.14B
PWR
Quanta Services, Inc.

Industrials
11.6K
New
$296.05 - $346.6 $3.44M - $4.02M
11.6K $3.67B
VBK
Vanguard Small Cap Growth ETF

ETFs
12.9K
New
$264.18 - $304.19 $3.4M - $3.92M
12.9K $3.61B
PM
Philip Morris International Inc.

Consumer Defensive
17.8K
New
$118.38 - $133.06 $2.11M - $2.37M
17.8K $2.17B
ITA
Ishares Tr

ETFs
14.9K
New
$144.31 - $157.31 $2.15M - $2.35M
14.9K $2.17B
Apple Inc
8.62K
New
N/A
8.62K $2.16B
MSFT
Microsoft Corp

Technology
5.04K
New
$406.35 - $454.46 $2.05M - $2.29M
5.04K $2.12B
Tcw ETF Trust
41.2K
New
N/A
41.2K $1.59B
URNM
Sprott Fds Tr Uranium Miners E

ETFs
35.2K
New
$40.0 - $52.93 $1.41M - $1.86M
35.2K $1.42B
CXW
Core Civic, Inc.

Real Estate
26.4K
New
$12.43 - $23.94 $328K - $631K
26.4K $1.36B
URA
Global X Uranium ETF

ETFs
47.5K
New
$26.78 - $33.46 $1.27M - $1.59M
47.5K $1.31B
NUV
Nuveen Municipal Value Fund Inc

Financial Services
128K
New
$8.51 - $9.15 $1.09M - $1.17M
128K $1.1B
IWM
Ishares Russell 2000 ETF

ETFs
4.64K
New
$216.13 - $242.4 $1M - $1.12M
4.64K $1.03B
XSW
Spdr S&P Software & Services E

ETFs
5.31K
New
$156.76 - $204.72 $832K - $1.09M
5.31K $1B
EMLP
First Tr Exchange Traded Iv

ETFs
25.5K
New
$33.69 - $38.24 $860K - $977K
25.5K $910M
CARR
Carrier Global Corp

Industrials
12.4K
New
$66.69 - $82.65 $830K - $1.03M
12.4K $852M
Alphabet Inc
4.07K
New
N/A
4.07K $770M
JEPI
J P Morgan Exchange Traded Fd

ETFs
13.1K
New
$57.53 - $60.83 $752K - $795K
13.1K $757M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
12.8K
New
$53.94 - $58.15 $692K - $746K
12.8K $729M
MP
Mp Materials Corp.

Basic Materials
44.8K
New
$15.6 - $23.11 $698K - $1.03M
44.8K $698M
MO
Altria Group, Inc.

Consumer Defensive
12.9K
New
$49.06 - $57.74 $632K - $744K
12.9K $687M
Invesco Qqq Tr
1.3K
New
N/A
1.3K $665M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
13.4K
New
$46.48 - $51.32 $621K - $686K
13.4K $644M
GOOG
Alphabet Inc.

Communication Services
3.17K
New
$163.08 - $198.16 $516K - $628K
3.17K $603M
NVDA
Nvidia Corp

Technology
4.43K
New
$117.0 - $148.88 $519K - $660K
4.43K $595M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
32.4K
New
$17.21 - $18.41 $558K - $597K
32.4K $559M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12.2K
New
$44.04 - $49.49 $536K - $603K
12.2K $537M
AMZN
Amazon Com Inc

Consumer Cyclical
1.94K
New
$180.88 - $232.93 $350K - $451K
1.94K $425M
XOM
Exxon Mobil Corp

Energy
3.92K
New
$105.51 - $125.37 $414K - $492K
3.92K $422M
ORCL
Oracle Corp

Technology
2.48K
New
$165.41 - $192.43 $411K - $478K
2.48K $414M
HP
Helmerich & Payne, Inc.

Energy
12.9K
New
$30.3 - $36.81 $391K - $475K
12.9K $413M
Rtx Corporation
3.3K
New
N/A
3.3K $382M
INCY
Incyte Corp

Healthcare
5.18K
New
$65.08 - $83.38 $337K - $432K
5.18K $358M
Exxon Mobil Corp
3.1K
New
N/A
3.1K $333M
Annaly Capital Management In
17.3K
New
N/A
17.3K $327M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.14K
New
$87.1 - $98.49 $273K - $309K
3.14K $274M
XLE
Energy Sector Spdr

ETFs
3.2K
New
$83.32 - $97.27 $267K - $311K
3.2K $274M
RIO
Rio Tinto PLC

Basic Materials
4.54K
New
$58.59 - $71.15 $266K - $323K
4.54K $267M
VT
Vanguard Total World Stk Index

ETFs
2.18K
New
$117.09 - $123.07 $255K - $268K
2.18K $256M
NEM
Newmont Corp

Basic Materials
6.14K
New
$37.0 - $58.68 $227K - $360K
6.14K $228M
IVV
Ishares Core S&P 500 ETF

ETFs
374
New
$570.51 - $610.59 $213K - $228K
374 $220M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
476
New
$442.29 - $483.08 $211K - $230K
476 $216M
Activity Summary
Buys All Purchases 84 New Holdings 84 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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