Tandem Financial, LLC Portfolio Holdings

Tandem Financial, LLC

  • $94.5 Billion
  • Q4 2024

Tandem Financial, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $94.5 Billion distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Long Term Treasury Et with a value of $8.53B, Vaneck ETF Tr Gold Miners ETF with a value of $7.62B, Ishares Russell 1000 Gr ETF with a value of $7.48B, Ishares Russell 1000 Val ETF with a value of $6.83B, and Ft Cboe Vest S&P 500 Dividend with a value of $6.68B.

Examining the 13F form we can see an increase of $94.5B in the current position value.

Tandem Financial, LLC is based out at Greenwood Village, CO

Below you can find more details about Tandem Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $94.5 Billion
ETFs: $69.6 Billion
Industrials: $4.52 Billion
Consumer Defensive: $3.25 Billion
Technology: $3.19 Billion
Financial Services: $1.55 Billion
Real Estate: $1.36 Billion
Energy: $1.33 Billion
Basic Materials: $1.19 Billion
Other: $1.94 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.53 Billion 9.03% of portfolio
154,031
Q4 2024 New
$0
$7.62 Billion 8.07% of portfolio
224,754
Q4 2024 New
$0
$7.48 Billion 7.91% of portfolio
18,616
Q4 2024 New
$0
$6.83 Billion 7.23% of portfolio
36,879
Q4 2024 New
$0
$6.68 Billion 7.08% of portfolio
133,126
Q4 2024 New
$0
$4.95 Billion 5.25% of portfolio
65,601
Q4 2024 New
$0
$4.76 Billion 5.04% of portfolio
8,091
Q4 2024 New
$0
$4.14 Billion 4.39% of portfolio
8,103
Q4 2024 New
$0
$3.61 Billion 3.82% of portfolio
12,883
Q4 2024 New
$91.2B
$2.49 Billion 2.64% of portfolio
10,286
Q4 2024 New
$0
$2.17 Billion 2.3% of portfolio
14,926
Q4 2024 New
$0
$1.42 Billion 1.5% of portfolio
35,182
Q4 2024 New
$0
$1.31 Billion 1.39% of portfolio
47,538
Q4 2024 New
$0
$1.03 Billion 1.09% of portfolio
4,639
Q4 2024 New
$0
$1 Billion 1.06% of portfolio
5,309
Q4 2024 New
$0
$910 Million 0.96% of portfolio
25,538
Q4 2024 New
$0
$729 Million 0.77% of portfolio
12,821
Q4 2024 New
$0
$644 Million 0.68% of portfolio
13,363
Q4 2024 New
$0
$559 Million 0.59% of portfolio
32,423
Q4 2024 New
$0
$537 Million 0.57% of portfolio
12,182
Q4 2024 New
$0
$274 Million 0.29% of portfolio
3,200
Q4 2024 New
$0
$274 Million 0.29% of portfolio
3,139
Q4 2024 New
$0
$256 Million 0.27% of portfolio
2,177
Q4 2024 New
$0
$220 Million 0.23% of portfolio
374
Q4 2024 New
$0
$145 Million 0.15% of portfolio
5,568
Q4 2024 New
$15.4B
$109 Million 0.12% of portfolio
4,154
Q4 2024 New
$45.8B
$107 Million 0.11% of portfolio
2,155
Q4 2024 New
$0
$48.3 Million 0.05% of portfolio
1,000
Q4 2024 New
$0
$5.43 Million 0.01% of portfolio
2,243
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $94.5 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 84 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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