Tanager Wealth Management LLP Reduced Holdings in Q4 2024

Tanager Wealth Management LLP

  • $771 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XTEN
Bondbloxx ETF Tr Bloomberg 10
-1.4M
- 92.34%
N/A
116K $5.2B
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-376K
- 90.41%
$23.11 - $25.17 $8.69M - $9.46M
39.9K $921M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-56.5K
- 44.44%
$114.08 - $125.68 $6.45M - $7.1M
70.7K $8.09B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-34
- 0.01%
$70.63 - $78.23 $2.4K - $2.66K
257K $18.3B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-20.8K
- 20.61%
$58.88 - $64.8 $1.22M - $1.34M
79.9K $4.71B
AAPL
Apple Inc.

Technology
-13.2K
- 14.6%
$221.69 - $259.02 $2.93M - $3.43M
77.4K $19.4B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.93K
- 20.96%
$521.84 - $558.82 $1.53M - $1.64M
11.1K $5.96B
META
Meta Platforms, Inc.

Communication Services
-1.39K
- 13.89%
$554.08 - $632.68 $768K - $877K
8.59K $5.03B
PCOR
Procore Technologies, Inc.

Technology
-9.51K
- 74.63%
$58.8 - $85.72 $559K - $815K
3.23K $242M
DEO
Diageo PLC

Consumer Defensive
-1
- -0.0%
$118.0 - $139.88 $118 - $140
34K $4.32B
IVV
Ishares Core S&P 500 ETF

ETFs
-680
- 42.0%
$570.51 - $610.59 $388K - $415K
939 $553M
Canadian Pacific Kansas City
-2.6K
- 44.28%
N/A
3.27K $237M
AON
Aon PLC

Financial Services
-504
- 36.44%
$344.14 - $393.31 $173K - $198K
879 $316M
INTU
Intuit Inc

Technology
-234
- 35.24%
$602.01 - $706.25 $141K - $165K
430 $270M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-80
- 7.94%
$501.29 - $612.85 $40.1K - $49K
928 $483M
MS
Morgan Stanley

Financial Services
-1.77K
- 41.89%
$104.42 - $134.99 $185K - $239K
2.46K $309M
PEP
Pepsico Inc

Consumer Defensive
-561
- 29.68%
$151.29 - $176.1 $84.9K - $98.8K
1.33K $205M
DFAE
Dimensional ETF Tr

ETFs
-1.88K
- 6.54%
$25.36 - $28.15 $47.7K - $52.9K
26.9K $682M
Vivani Medical Inc
-79.2K
- 6.08%
N/A
1.22M $1.42B
PPG
Ppg Industries Inc

Basic Materials
-452
- 16.34%
$119.09 - $131.37 $53.8K - $59.4K
2.32K $277M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-755
- 17.57%
$124.61 - $133.96 $94.1K - $101K
3.54K $456M
VUG
Vanguard Growth ETF

ETFs
-262
- 15.96%
$378.79 - $428.11 $99.2K - $112K
1.38K $566M
XOM
Exxon Mobil Corp

Energy
-124
- 2.37%
$105.51 - $125.37 $13.1K - $15.5K
5.1K $548M
HD
Home Depot, Inc.

Consumer Cyclical
-118
- 13.79%
$385.02 - $431.37 $45.4K - $50.9K
738 $287M
SBUX
Starbucks Corp

Consumer Cyclical
-222
- 6.32%
$87.44 - $102.5 $19.4K - $22.8K
3.29K $300M
SPY
Spdr S&P 500 ETF Trust

ETFs
-55
- 7.15%
$567.81 - $607.81 $31.2K - $33.4K
714 $420M
ORCL
Oracle Corp

Technology
-45
- 2.1%
$165.41 - $192.43 $7.44K - $8.66K
2.1K $350M
ADP
Automatic Data Processing Inc

Industrials
-79
- 7.66%
$280.08 - $307.97 $22.1K - $24.3K
953 $280M
VB
Vanguard Small Cap ETF

ETFs
-119
- 1.09%
$233.76 - $261.58 $27.8K - $31.1K
10.8K $2.59B
V
Visa Inc.

Financial Services
-53
- 6.72%
$273.87 - $320.91 $14.5K - $17K
736 $233M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-53
- 3.05%
$172.07 - $207.36 $9.12K - $11K
1.68K $334M
VXF
Vanguard Extended Market ETF

ETFs
-13
- 0.29%
$179.17 - $207.15 $2.33K - $2.69K
4.48K $851M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-93
- 1.36%
$77.25 - $91.3 $7.18K - $8.49K
6.76K $577M
AXP
American Express CO

Financial Services
-85
- 2.52%
$267.35 - $305.57 $22.7K - $26K
3.29K $976M
VTI
Vanguard Total Stock Market Et

ETFs
-1.81K
- 0.49%
$280.04 - $302.45 $507K - $547K
364K $105B
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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