The Analysis of Tandem Financial, LLC's Holdings
Currently, Tandem Financial, LLC holds 47 types of securities in its portfolio with a total value $82.8M. In the most recent quarter, they have increased their positions in KNG (+74.0K shares, valued at $3.7M), IWF (+8.5K shares, valued at $3.4M), IWD (+16.8K shares, valued at $3.1M); decreased their positions in IVV (-79.2K shares, valued at $46.6M), SPY (-8.3K shares, valued at $4.9M), XSW (-13.0K shares, valued at $2.5M); initiated new positions in CXW (+61.5K shares, valued at $1.3M), URA (+47.4K shares, valued at $1.3M), HP (+12.9K shares, valued at $413.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VGLT VANGUARD SCOTTSDALE FDS153.4K shares21.24%2025-12-312026-02-10
GDX VANECK ETF TRUST223.2K shares18.24%2025-12-312026-02-10 IWF ISHARES TR18.6K shares83.97%2025-12-312026-02-10 IWD ISHARES TR36.8K shares83.58%2025-12-312026-02-10 KNG FIRST TR EXCHANGE-TRADED FD132.8K shares125.77%2025-12-312026-02-10 IMCG ISHARES TR65.4K shares-30.58%2025-12-312026-02-10 SPY SPDR S&P 500 ETF TR8.0K shares-50.98%2025-12-312026-02-10 VBK VANGUARD INDEX FDS12.9K shares309.13%2025-12-312026-02-10 GLD SPDR GOLD TR10.3K shares4.97%2025-12-312026-02-10 PM PHILIP MORRIS INTL INC17.8K shares25.28%2025-12-312026-02-10 AAPL APPLE INC8.6K shares-3.41%2025-12-312026-02-10 ITA ISHARES TR14.7K shares10.72%2025-12-312026-02-10 MSFT MICROSOFT CORP5.0K shares0.42%2025-12-312026-02-10 FLXR TCW ETF TRUST41.2K shares-28.35%2025-12-312026-02-10 URNM SPROTT FDS TR35.1K shares-6.70%2025-12-312026-02-10 CXW CORECIVIC INC61.5K sharesnew addition2025-12-312026-02-10 URA GLOBAL X FDS47.4K sharesnew addition2025-12-312026-02-10 NUV NUVEEN MUN VALUE FD INC128.1K shares-6.54%2025-12-312026-02-10 IWM ISHARES TR4.6K shares-67.42%2025-12-312026-02-10 XSW SPDR SERIES TRUST5.3K shares-70.98%2025-12-312026-02-10 EMLP FIRST TR EXCHANGE-TRADED FD25.5K shares-5.36%2025-12-312026-02-10 CARR CARRIER GLOBAL CORPORATION12.3K shares17.34%2025-12-312026-02-10 JEPI J P MORGAN EXCHANGE TRADED F13.1K shares-17.25%2025-12-312026-02-10 ALPHABET INC ALPHABET INC4.0K shares-4.36%2025-12-312026-02-10 JEPQ J P MORGAN EXCHANGE TRADED F12.8K shares-9.85%2025-12-312026-02-10 MP MP MATERIALS CORP44.2K shares1.93%2025-12-312026-02-10 MO ALTRIA GROUP INC12.9K shares125.68%2025-12-312026-02-10 ALPS ETF TR ALPS ETF TR13.4K shares-35.03%2025-12-312026-02-10 ALPHABET INC ALPHABET INC3.2K shares-2.70%2025-12-312026-02-10 NVDA NVIDIA CORPORATION4.4K shares2.45%2025-12-312026-02-10 PFXF VANECK ETF TRUST32.4K shares-24.37%2025-12-312026-02-10 VWO VANGUARD INTL EQUITY INDEX F12.1K shares-80.36%2025-12-312026-02-10 XOM EXXON MOBIL CORP3.9K shares-1.73%2025-12-312026-02-10 ORCL ORACLE CORP2.5K shares12.31%2025-12-312026-02-10 HP HELMERICH & PAYNE INC12.9K sharesnew addition2025-12-312026-02-10 AMZN AMAZON COM INC1.9K shares-12.57%2025-12-312026-02-10 INCY INCYTE CORP5.1K sharesnew addition2025-12-312026-02-10 TLT ISHARES TR3.1K shares29.23%2025-12-312026-02-10 RIO RIO TINTO PLC4.5K shares-27.64%2025-12-312026-02-10 VT VANGUARD INTL EQUITY INDEX F2.2K shares38.22%2025-12-312026-02-10 NEM NEWMONT CORP6.1K shares-41.58%2025-12-312026-02-10 IVV ISHARES TR374 shares-99.53%2025-12-312026-02-10 CVX CHEVRON CORP NEW1.4K shares-61.57%2025-12-312026-02-10 SKM SK TELECOM CO LTD9.7K sharesnew addition2025-12-312026-02-10 COST COSTCO WHSL CORP NEW220 shares-14.40%2025-12-312026-02-10 Call Option Holdings
XOM Call CallEXXON MOBIL CORP3.1K sharesnew addition2025-12-312026-02-10 XLE Call CallSELECT SECTOR SPDR TR3.2K sharesnew addition2025-12-312026-02-10 Put Option Holdings
No put option holdings data available