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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$110 Billion 14.24% of portfolio
-
Q4 2024 Added 61.05%
$951B
$24.3 Billion 3.16% of portfolio
127,747
Q4 2024 Added 13.57%
$3.57T
$19.4 Billion 2.52% of portfolio
77,411
Q4 2024 Reduced 14.6%
$1.38B
$11.7 Billion 1.51% of portfolio
696,096
Q2 2023 Reduced 5.56%
$2.8T
$9.77 Billion 1.27% of portfolio
23,186
Q4 2024 Added 2.17%
-
$5.2 Billion 0.68% of portfolio
-
Q4 2024 Reduced 92.34%
$922B
$5.16 Billion 0.67% of portfolio
27,252
Q4 2024 Added 10.37%
$1.94T
$5.16 Billion 0.67% of portfolio
23,531
Q4 2024 Added 12.93%
$1.3T
$5.03 Billion 0.65% of portfolio
8,593
Q4 2024 Reduced 13.89%
$59.7B
$4.32 Billion 0.56% of portfolio
33,980
Q4 2024 Reduced -0.0%
$246B
$2.69 Billion 0.35% of portfolio
22,072
Q4 2024 New
$683B
$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%
$720B
$1.26 Billion 0.16% of portfolio
5,244
Q4 2024 Added 42.5%
$270B
$1.24 Billion 0.16% of portfolio
9,280
Q4 2024 Added 10.24%
$404B
$1.14 Billion 0.15% of portfolio
6,775
Q4 2024 Added 3.14%
$201B
$976 Million 0.13% of portfolio
3,290
Q4 2024 Reduced 2.52%
-
$951 Million 0.12% of portfolio
-
Q4 2024 Added 19.25%
$134B
$824 Million 0.11% of portfolio
8,309
Q4 2024 Added 0.21%
$327B
$822 Million 0.11% of portfolio
5,672
Q4 2024 Added 3.67%
$77.3B
$768 Million 0.1% of portfolio
2,754
Q3 2024 Reduced 12.79%
$49.5B
$657 Million 0.09% of portfolio
4,936
Q3 2024 New
$818B
$709 Million 0.09% of portfolio
1,756
Q4 2024 New
$370B
$623 Million 0.08% of portfolio
3,507
Q4 2024 Added 20.47%
$419B
$636 Million 0.08% of portfolio
694
Q4 2024 Added 0.58%
$75.5B
$577 Million 0.07% of portfolio
6,760
Q4 2024 Reduced 1.36%
$496B
$548 Million 0.07% of portfolio
5,099
Q4 2024 Reduced 2.37%
$145B
$442 Million 0.06% of portfolio
1,791
Q4 2024 Added 0.28%
-
$439 Million 0.06% of portfolio
-
Q4 2024 Added 28.42%
$195B
$483 Million 0.06% of portfolio
928
Q4 2024 Reduced 7.94%
$377B
$350 Million 0.05% of portfolio
2,101
Q4 2024 Reduced 2.1%
$59.4B
$375 Million 0.05% of portfolio
3,288
Q4 2024 Added 0.24%
$23.6B
$414 Million 0.05% of portfolio
3,595
Q2 2024 Reduced 12.17%
$69.8B
$371 Million 0.05% of portfolio
1,234
Q4 2024 New
$861B
$334 Million 0.04% of portfolio
1,684
Q4 2024 Reduced 3.05%
$173B
$270 Million 0.04% of portfolio
430
Q4 2024 Reduced 35.24%
$375B
$287 Million 0.04% of portfolio
738
Q4 2024 Reduced 13.79%
$186B
$330 Million 0.04% of portfolio
576
Q4 2024 Added 1.23%
$415B
$284 Million 0.04% of portfolio
319
Q4 2024 Added 12.72%
$232B
$321 Million 0.04% of portfolio
2,838
Q4 2024 Added 23.82%
$144B
$345 Million 0.04% of portfolio
3,864
Q4 2024 Added 6.74%
$127B
$280 Million 0.04% of portfolio
953
Q4 2024 Reduced 7.66%
$82.2B
$279 Million 0.04% of portfolio
1,692
Q4 2024 Added 0.77%
$112B
$300 Million 0.04% of portfolio
3,290
Q4 2024 Reduced 6.32%
$82.6B
$316 Million 0.04% of portfolio
879
Q4 2024 Reduced 36.44%
$25.7B
$277 Million 0.04% of portfolio
2,315
Q4 2024 Reduced 16.34%
$198B
$309 Million 0.04% of portfolio
2,457
Q4 2024 Reduced 41.89%
$207B
$205 Million 0.03% of portfolio
1,329
Q4 2024 Reduced 29.68%
$12.1B
$223 Million 0.03% of portfolio
958
Q4 2024 Added 0.1%

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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