Tandem Financial, LLC Purchases in Q2 2025

Tandem Financial, LLC

  • $107 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FNDE
Schwab Fundamental Emerging Mk

ETFs
256K
New
$26.66 - $33.09 $6.82M - $8.46M
256K $8.44B
SPY
Spdr S&P 500 ETF Trust

ETFs
6.79K
+ 83.1%
$496.48 - $617.85 $3.37M - $4.19M
15K $9.26B
IUS
Invesco Ex Traded Self Indx Fd

ETFs
66.2K
New
$43.78 - $51.5 $2.9M - $3.41M
66.2K $3.41B
XSW
Spdr S&P Software & Services E

ETFs
12.6K
+ 238.04%
$141.65 - $189.82 $1.78M - $2.39M
17.9K $3.39B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
22.7K
+ 34.23%
$63.36 - $80.23 $1.44M - $1.82M
89.2K $7.15B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.49K
+ 30.24%
$416.06 - $551.64 $1.03M - $1.37M
10.7K $5.92B
IWM
Ishares Russell 2000 ETF

ETFs
7.74K
+ 163.46%
$174.82 - $215.79 $1.35M - $1.67M
12.5K $2.69B
URNM
Sprott Fds Tr Uranium Miners E

ETFs
2.09K
+ 5.99%
$28.15 - $47.93 $58.8K - $100K
37K $1.77B
MLPX
Global X Mlp & Energy Infrastr

ETFs
7.46K
New
$55.32 - $65.02 $413K - $485K
7.46K $467M
MP
Mp Materials Corp.

Basic Materials
100
+ 0.23%
$18.77 - $37.74 $1.88K - $3.77K
43.9K $1.46B
Goldman Sachs ETF Tr
5.91K
New
N/A
5.91K $295M
WMT
Walmart Inc.

Consumer Defensive
2.08K
New
$81.79 - $99.98 $170K - $208K
2.08K $204M
VT
Vanguard Total World Stk Index

ETFs
1.58K
New
$103.16 - $128.52 $162K - $202K
1.58K $202M
NEM
Newmont Corp

Basic Materials
1.28K
+ 14.34%
$44.18 - $59.46 $56.3K - $75.8K
10.2K $592M
GOOGL
Alphabet Inc.

Communication Services
40
+ 1.01%
$144.7 - $178.6 $5.79K - $7.14K
4K $704M
EMLP
First Tr Exchange Traded Iv

ETFs
1.17K
+ 4.53%
$33.62 - $37.89 $39.4K - $44.4K
27K $1.01B
JEPI
J P Morgan Exchange Traded Fd

ETFs
731
+ 4.15%
$51.14 - $57.0 $37.4K - $41.7K
18.3K $1.04B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.83K
+ 10.12%
$45.07 - $52.57 $82.6K - $96.4K
20K $975M
RIO
Rio Tinto PLC

Basic Materials
800
+ 13.81%
$52.32 - $62.75 $41.9K - $50.2K
6.59K $385M
Annaly Capital Management In
2K
+ 8.88%
N/A
24.5K $479M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
1.15K
+ 0.88%
$8.43 - $8.77 $9.69K - $10.1K
132K $1.15B
CVX
Chevron Corp

Energy
1
+ 0.07%
$133.73 - $168.51 $134 - $169
1.41K $202M
XOM
Exxon Mobil Corp

Energy
53
+ 1.35%
$99.93 - $119.04 $5.3K - $6.31K
3.97K $428M
AAPL
Apple Inc.

Technology
21
+ 0.25%
$172.42 - $223.89 $3.62K - $4.7K
8.38K $1.72B
Activity Summary
Buys All Purchases 25 New Holdings 6 Increased Positions 19 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 2
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