Tandem Financial, LLC Portfolio Holdings

Tandem Financial, LLC

  • $92.5 Billion
  • Q1 2025

Tandem Financial, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $92.5 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck ETF Tr Gold Miners ETF with a value of $10.2B, Vanguard Long Term Treasury Et with a value of $8.56B, Ishares Russell 1000 Val ETF with a value of $7.06B, Ishares Russell 1000 Gr ETF with a value of $6.85B, and Ft Cboe Vest S&P 500 Dividend with a value of $6.78B.

Examining the 13F form we can see an decrease of $1.99B in the current position value, from $94.5B to 92.5B.

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 $92.5 Billion
ETFs: $71.2 Billion
Technology: $4.57 Billion
Industrials: $3.66 Billion
Consumer Defensive: $3.66 Billion
Basic Materials: $1.86 Billion
Financial Services: $1.41 Billion
Communication Services: $1.31 Billion
Real Estate: $1.22 Billion
Other: $1.39 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $92.5 Billion
  • Prior Value $94.5 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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