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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$42.7B
$3.67 Billion 3.88% of portfolio
11,608
Q4 2024 New
$54B
$852 Million 0.9% of portfolio
12,443
Q4 2024 New
$94.2B
$687 Million 0.73% of portfolio
12,884
Q4 2024 New
$16.7B
$358 Million 0.38% of portfolio
5,179
Q4 2024 New
$99.5B
$267 Million 0.28% of portfolio
4,542
Q4 2024 New
$35.7B
$228 Million 0.24% of portfolio
6,139
Q4 2024 New
$25.5B
$119 Million 0.13% of portfolio
1,100
Q4 2024 New
$37.2B
$109 Million 0.12% of portfolio
1,609
Q4 2024 New
$22.4B
$117 Million 0.12% of portfolio
3,578
Q4 2024 New
$11.8B
$74.4 Million 0.08% of portfolio
3,667
Q4 2024 New
$57.9B
$76.7 Million 0.08% of portfolio
2,000
Q4 2024 New
$71.9B
$60.9 Million 0.06% of portfolio
1,942
Q4 2024 New
$169B
$59.7 Million 0.06% of portfolio
1,493
Q4 2024 New
$90.8B
$39.4 Million 0.04% of portfolio
2,900
Q4 2024 New
$11.3B
$24.7 Million 0.03% of portfolio
1,856
Q4 2024 New
$27.5B
$31.5 Million 0.03% of portfolio
1,466
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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