Tanager Wealth Management LLP Portfolio Holdings

Tanager Wealth Management LLP

  • $771 Billion
  • Q4 2024

Tanager Wealth Management LLP has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $771 Billion distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Bondbloxx ETF Tr Bloomberg 6 M with a value of $110B, Vanguard Total Stock Market Et with a value of $105B, Vanguard Ftse Developed Market with a value of $62.9B, Vaneck Morningstar Wide Moat E with a value of $44.4B, and Bny Mellon ETF Tr Core Bond Et with a value of $40.5B.

Examining the 13F form we can see an increase of $27.7B in the current position value, from $743B to 771B.

Below you can find more details about Tanager Wealth Management LLP portfolio as well as his latest detailed transactions.

Portfolio value $771 Billion
ETFs: $534 Billion
Communication Services: $35 Billion
Technology: $33 Billion
Healthcare: $13.4 Billion
Consumer Defensive: $9.25 Billion
Consumer Cyclical: $7.67 Billion
Financial Services: $7.17 Billion
Energy: $3.49 Billion
Other: $2.91 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$110 Billion 14.24% of portfolio
-
Q4 2024 Added 61.05%
$0
$105 Billion 13.69% of portfolio
364,013
Q4 2024 Reduced 0.49%
$0
$62.9 Billion 8.17% of portfolio
1,316,265
Q4 2024 Added 8.01%
$0
$44.4 Billion 5.76% of portfolio
478,593
Q4 2024 Added 7.24%
$0
$40.5 Billion 5.26% of portfolio
979,438
Q4 2024 Added 68.56%
$0
$40.3 Billion 5.24% of portfolio
416,248
Q4 2024 Added 76.39%
$0
$33.5 Billion 4.35% of portfolio
346,208
Q4 2024 Added 106.25%
$0
$25.5 Billion 3.31% of portfolio
391,715
Q4 2024 Added 4.84%
$1.25T
$24.3 Billion 3.16% of portfolio
127,747
Q4 2024 Added 13.57%
$0
$23.1 Billion 3.0% of portfolio
363,894
Q4 2024 Added 3.57%
$0
$22.6 Billion 2.93% of portfolio
1,310,146
Q4 2024 Added 3.67%
$0
$21.4 Billion 2.78% of portfolio
485,699
Q4 2024 Added 4.84%
$3.79T
$19.4 Billion 2.52% of portfolio
77,411
Q4 2024 Reduced 14.6%
$0
$18.3 Billion 2.37% of portfolio
256,965
Q4 2024 Reduced 0.01%
$0
$14.5 Billion 1.88% of portfolio
670,634
Q4 2024 Added 17.82%
$0
$13.8 Billion 1.79% of portfolio
41,212
Q4 2024 Added 2.17%
$1.6B
$11.7 Billion 1.51% of portfolio
696,096
Q2 2023 Reduced 5.56%
$3.09T
$9.77 Billion 1.27% of portfolio
23,186
Q4 2024 Added 2.17%
$0
$8.73 Billion 1.13% of portfolio
124,254
Q4 2024 Added 4.58%
$0
$8.09 Billion 1.05% of portfolio
70,666
Q4 2024 Reduced 44.44%
$0
$5.96 Billion 0.77% of portfolio
11,058
Q4 2024 Reduced 20.96%
$0
$5.75 Billion 0.75% of portfolio
233,977
Q4 2024 Added 1,914.26%
Bondbloxx ETF Trust
-
$5.55 Billion 0.72% of portfolio
-
Q4 2024 Added 278.5%
-
$5.2 Billion 0.68% of portfolio
-
Q4 2024 Reduced 92.34%
$1.22T
$5.16 Billion 0.67% of portfolio
27,252
Q4 2024 Added 10.37%
$2.42T
$5.16 Billion 0.67% of portfolio
23,531
Q4 2024 Added 12.93%
$1.55T
$5.03 Billion 0.65% of portfolio
8,593
Q4 2024 Reduced 13.89%
$0
$4.71 Billion 0.61% of portfolio
79,948
Q4 2024 Reduced 20.61%
$68.3B
$4.32 Billion 0.56% of portfolio
33,980
Q4 2024 Reduced -0.0%
$0
$2.85 Billion 0.37% of portfolio
24,218
Q4 2024 Added 6.77%
$202B
$2.69 Billion 0.35% of portfolio
22,072
Q4 2024 New
$0
$2.59 Billion 0.34% of portfolio
10,798
Q4 2024 Reduced 1.09%
$610B
$2.18 Billion 0.28% of portfolio
4,835
Q4 2024 Added 0.48%
$597M
$1.64 Billion 0.21% of portfolio
-
Q4 2024 Added 125.95%
Vivani Medical Inc
-
$1.42 Billion 0.18% of portfolio
-
Q4 2024 Reduced 6.08%
$784B
$1.26 Billion 0.16% of portfolio
5,244
Q4 2024 Added 42.5%
$0
$1.22 Billion 0.16% of portfolio
3,800
Q2 2023 New
$299B
$1.24 Billion 0.16% of portfolio
9,280
Q4 2024 Added 10.24%
$393B
$1.14 Billion 0.15% of portfolio
6,775
Q4 2024 Added 3.14%
$0
$1.14 Billion 0.15% of portfolio
2,230
Q4 2024 Added 6.95%
-
$1.15 Billion 0.15% of portfolio
-
Q4 2024 Added 341.62%
$237B
$976 Million 0.13% of portfolio
3,290
Q4 2024 Reduced 2.52%
-
$951 Million 0.12% of portfolio
-
Q4 2024 Added 19.25%
$0
$921 Million 0.12% of portfolio
39,868
Q4 2024 Reduced 90.41%
$0
$861 Million 0.11% of portfolio
10,597
Q2 2024 New
$126B
$824 Million 0.11% of portfolio
8,309
Q4 2024 Added 0.21%
$292B
$822 Million 0.11% of portfolio
5,672
Q4 2024 Added 3.67%
$0
$851 Million 0.11% of portfolio
4,482
Q4 2024 Reduced 0.29%
$94.3B
$768 Million 0.1% of portfolio
2,754
Q3 2024 Reduced 12.79%

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $771 Billion
  • Prior Value $743 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 19 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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