Tanager Wealth Management LLP Purchases in Q4 2024

Tanager Wealth Management LLP

  • $771 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
826K
+ 61.05%
N/A
2.18M $110B
AVUS
American Centy ETF Tr Avantis

ETFs
180K
+ 76.39%
$94.36 - $102.06 $17M - $18.4M
416K $40.3B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
178K
+ 106.25%
$96.64 - $101.23 $17.2M - $18.1M
346K $33.5B
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
398K
+ 68.56%
$41.16 - $43.15 $16.4M - $17.2M
979K $40.5B
BND
Vanguard Bd Index Fd Inc Total

ETFs
84.5K
+ 85.09%
$71.75 - $75.11 $6.06M - $6.34M
184K $13.2B
GOOG
Alphabet Inc.

Communication Services
15.3K
+ 13.57%
$163.08 - $198.16 $2.49M - $3.02M
128K $24.3B
DFIS
Dimensional ETF Tr Dimensional

ETFs
222K
+ 1914.26%
$24.25 - $26.7 $5.39M - $5.94M
234K $5.75B
Bondbloxx ETF Trust
80.9K
+ 278.5%
N/A
110K $5.55B
PM
Philip Morris International Inc.

Consumer Defensive
22.1K
New
$118.38 - $133.06 $2.61M - $2.94M
22.1K $2.69B
AMZN
Amazon Com Inc

Consumer Cyclical
2.7K
+ 12.93%
$180.88 - $232.93 $487K - $628K
23.5K $5.16B
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
101K
+ 17.82%
$21.58 - $23.37 $2.19M - $2.37M
671K $14.5B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
32.3K
+ 7.24%
N/A
479K $44.4B
GOOGL
Alphabet Inc.

Communication Services
2.56K
+ 10.37%
$161.86 - $196.66 $415K - $504K
27.3K $5.16B
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
18.3K
+ 125.95%
N/A
32.9K $1.64B
DFSB
Dimensional ETF Tr Dimensional
17.4K
+ 341.62%
N/A
22.5K $1.15B
TSLA
Tesla, Inc.

Consumer Cyclical
1.76K
New
$213.65 - $479.86 $375K - $843K
1.76K $709M
IWV
Ishares Russell 3000 ETF

ETFs
875
+ 2.17%
$323.08 - $349.08 $283K - $305K
41.2K $13.8B
FNCL
Fidelity Covington Tr Msci Fin

ETFs
7.32K
New
$63.19 - $73.31 $463K - $537K
7.32K $503M
JPM
Jpmorgan Chase & CO

Financial Services
1.56K
+ 42.5%
$205.18 - $250.29 $321K - $391K
5.24K $1.26B
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
6.06K
New
$57.27 - $71.33 $347K - $432K
6.06K $396M
CDNS
Cadence Design Systems Inc

Technology
1.23K
New
$249.1 - $324.54 $307K - $400K
1.23K $371M
Arista Networks Inc
3.16K
New
N/A
3.16K $349M
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.84K
New
$61.52 - $66.5 $297K - $322K
4.84K $308M
IEMG
Ishares Inc

ETFs
5.54K
New
N/A
5.54K $289M
IWM
Ishares Russell 2000 ETF

ETFs
1.25K
New
$216.13 - $242.4 $271K - $304K
1.25K $277M
LNG
Cheniere Energy, Inc.

Energy
1.25K
New
$181.07 - $225.92 $227K - $283K
1.25K $269M
FPE
First Tr Pfd Secs & Income ETF

ETFs
14.9K
New
$17.65 - $18.18 $264K - $272K
14.9K $264M
TTEK
Tetra Tech Inc

Industrials
6.49K
New
$39.8 - $50.52 $258K - $328K
6.49K $259M
HTLF
Heartland Financial Usa Inc

Financial Services
4.17K
New
$54.47 - $69.06 $227K - $288K
4.17K $256M
DFS
Discover Financial Services

Financial Services
1.43K
New
$136.3 - $182.67 $195K - $261K
1.43K $247M
DIS
Walt Disney CO

Communication Services
2.11K
New
$92.39 - $117.6 $195K - $248K
2.11K $235M
CRM
Salesforce, Inc.

Technology
690
New
$270.87 - $367.87 $187K - $254K
690 $231M
NVDA
Nvidia Corp

Technology
862
+ 10.24%
$117.0 - $148.88 $101K - $128K
9.28K $1.24B
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.65K
New
$128.36 - $186.0 $212K - $308K
1.65K $213M
NOW
Service Now, Inc.

Technology
200
New
$867.18 - $1148.42 $173K - $230K
200 $212M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.03K
New
$100.24 - $101.35 $204K - $206K
2.03K $204M
DFSU
Dimensional ETF Tr Dimen Us Su
4.05K
+ 19.25%
N/A
25.1K $951M
VT
Vanguard Total World Stk Index

ETFs
1.54K
+ 6.77%
$117.09 - $123.07 $180K - $189K
24.2K $2.85B
QQQ
Invesco Qqq Trust, Series 1

ETFs
145
+ 6.95%
$481.22 - $538.17 $69.8K - $78K
2.23K $1.14B
NFLX
Netflix Inc

Communication Services
36
+ 12.72%
$687.65 - $936.56 $24.8K - $33.7K
319 $284M
APO
Apollo Global Management, Inc.

Financial Services
13
+ 0.77%
$131.36 - $178.61 $1.71K - $2.32K
1.69K $279M
DFSI
Dimensional ETF Tr Dimen Intl
2.96K
+ 28.42%
N/A
13.4K $439M
ABT
Abbott Laboratories

Healthcare
546
+ 23.82%
$111.93 - $119.39 $61.1K - $65.2K
2.84K $321M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
466
+ 29.03%
$126.68 - $134.74 $59K - $62.8K
2.07K $264M
ABBV
Abb Vie Inc.

Healthcare
596
+ 20.47%
$164.99 - $203.87 $98.3K - $122K
3.51K $623M
GS
Goldman Sachs Group Inc

Financial Services
7
+ 1.23%
$486.1 - $608.57 $3.4K - $4.26K
576 $330M
KO
Coca Cola CO

Consumer Defensive
1.26K
+ 41.01%
$61.74 - $71.71 $77.5K - $90K
4.32K $269M
VIG
Vanguard Dividend Appreciation

ETFs
276
+ 10.11%
N/A
3.01K $588M
BSX
Boston Scientific Corp

Healthcare
244
+ 6.74%
$83.62 - $91.5 $20.4K - $22.3K
3.86K $345M
Activity Summary
Buys All Purchases 67 New Holdings 19 Increased Positions 48 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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