Tandem Financial, LLC Incresed Positions in Q3 2025

Tandem Financial, LLC

  • $269 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
79.1K
+ 18745.73%
$620.67 - $670.08 $49.1M - $53M
79.5K $53.2B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
7.33K
+ 4.04%
$50.79 - $76.4 $372K - $560K
189K $14.4B
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.62K
+ 52.44%
$546.99 - $602.2 $3.07M - $3.38M
16.3K $9.81B
FNDE
Schwab Fundamental Emerging Mk

ETFs
25.7K
+ 10.03%
$33.13 - $36.31 $850K - $932K
281K $10.2B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.32K
+ 8.83%
$617.65 - $666.84 $815K - $880K
16.3K $10.9B
Goldman Sachs ETF Tr
17.5K
+ 296.26%
N/A
23.4K $1.23B
IWM
Ishares Russell 2000 ETF

ETFs
1.67K
+ 13.39%
$214.92 - $244.84 $359K - $409K
14.1K $3.42B
IUS
Invesco Ex Traded Self Indx Fd

ETFs
8.42K
+ 12.72%
$51.16 - $55.21 $431K - $465K
74.6K $4.12B
GLD
Spdr Gold Trust

ETFs
571
+ 6.2%
$300.96 - $355.47 $172K - $203K
9.78K $3.48B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
5.05K
+ 5.66%
$79.89 - $83.25 $403K - $420K
94.2K $7.79B
URNM
Sprott Fds Tr Uranium Miners E

ETFs
698
+ 1.89%
$44.14 - $61.05 $30.8K - $42.6K
37.7K $2.28B
CVX
Chevron Corp

Energy
2.26K
+ 159.87%
$145.57 - $161.83 $329K - $366K
3.67K $570M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
660
+ 138.66%
$459.11 - $506.91 $303K - $335K
1.14K $571M
GOOGL
Alphabet Inc.

Communication Services
161
+ 4.03%
$174.36 - $254.72 $28.1K - $41K
4.16K $1.01B
NEM
Newmont Corp

Basic Materials
344
+ 3.38%
$57.35 - $85.25 $19.7K - $29.3K
10.5K $886M
Tcw ETF Trust
5.61K
+ 10.81%
N/A
57.5K $2.29B
GOOG
Alphabet Inc.

Communication Services
88
+ 2.78%
$175.16 - $255.24 $15.4K - $22.5K
3.26K $793M
XSW
Spdr S&P Software & Services E

ETFs
435
+ 2.44%
$177.48 - $205.24 $77.2K - $89.3K
18.3K $3.62B
MSFT
Microsoft Corp

Technology
205
+ 4.26%
$491.09 - $535.64 $101K - $110K
5.02K $2.6B
NVDA
Nvidia Corp

Technology
34
+ 0.79%
$153.3 - $186.58 $5.21K - $6.34K
4.33K $807M
MLPX
Global X Mlp & Energy Infrastr

ETFs
1.91K
+ 25.65%
$59.5 - $62.99 $114K - $120K
9.37K $588M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
5K
+ 3.79%
$8.46 - $9.02 $42.3K - $45.1K
137K $1.24B
AMZN
Amazon Com Inc

Consumer Cyclical
280
+ 15.12%
$211.65 - $238.24 $59.3K - $66.7K
2.13K $468M
COST
Costco Wholesale Corp

Consumer Defensive
39
+ 17.89%
$915.95 - $994.57 $35.7K - $38.8K
257 $238M
XOM
Exxon Mobil Corp

Energy
18
+ 0.45%
$105.83 - $117.22 $1.9K - $2.11K
3.99K $450M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
616
+ 3.09%
$46.51 - $50.07 $28.7K - $30.8K
20.6K $965M
Activity Summary
Buys All Purchases 67 New Holdings 40 Increased Positions 27 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 1
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