Tanager Wealth Management LLP New Holdings in Q4 2024

Tanager Wealth Management LLP

$771 Billion
Q4 2024

Stock	Shares change	Price Range	Shares Held	Trade History
PM Philip Morris International Inc. Consumer Defensive	22.1K New	$118.38 - $133.06 $2.61M - $2.94M	22.1K $2.69B
TSLA Tesla, Inc. Consumer Cyclical	1.76K New	$213.65 - $479.86 $375K - $843K	1.76K $709M
FNCL Fidelity Covington Tr Msci Fin ETFs	7.32K New	$63.19 - $73.31 $463K - $537K	7.32K $503M
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
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

Activity Summary All Purchases 67 New Holdings 19 Increased Positions 48 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

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