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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$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%
$0
$13.2 Billion 1.71% of portfolio
183,747
Q4 2024 Added 85.09%
$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
$5.75 Billion 0.75% of portfolio
233,977
Q4 2024 Added 1,914.26%
$0
$4.71 Billion 0.61% of portfolio
79,948
Q4 2024 Reduced 20.61%
$0
$2.85 Billion 0.37% of portfolio
24,218
Q4 2024 Added 6.77%
$0
$2.59 Billion 0.34% of portfolio
10,798
Q4 2024 Reduced 1.09%
$0
$1.22 Billion 0.16% of portfolio
3,800
Q2 2023 New
$0
$1.14 Billion 0.15% of portfolio
2,230
Q4 2024 Added 6.95%
$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
$0
$851 Million 0.11% of portfolio
4,482
Q4 2024 Reduced 0.29%
$0
$793 Million 0.1% of portfolio
17,003
Q3 2024 Added 29.95%
$0
$759 Million 0.1% of portfolio
21,028
Q4 2024 Reduced 29.57%
$0
$682 Million 0.09% of portfolio
26,883
Q4 2024 Reduced 6.54%
$0
$588 Million 0.08% of portfolio
3,005
Q4 2024 Added 10.11%
$0
$565 Million 0.07% of portfolio
988
Q2 2023 New
$0
$566 Million 0.07% of portfolio
1,380
Q4 2024 Reduced 15.96%
$0
$508 Million 0.07% of portfolio
4,816
Q3 2024 New
$0
$503 Million 0.07% of portfolio
7,323
Q4 2024 New
$0
$553 Million 0.07% of portfolio
939
Q4 2024 Reduced 42.0%
$0
$456 Million 0.06% of portfolio
3,542
Q4 2024 Reduced 17.57%
$0
$433 Million 0.06% of portfolio
8,892
Q1 2024 Reduced 5.6%
$0
$420 Million 0.05% of portfolio
714
Q4 2024 Reduced 7.15%
$0
$396 Million 0.05% of portfolio
6,057
Q4 2024 New
$0
$308 Million 0.04% of portfolio
4,835
Q4 2024 New
$0
$332 Million 0.04% of portfolio
534
Q3 2024 Reduced 3.09%
$0
$289 Million 0.04% of portfolio
5,535
Q4 2024 New
$0
$332 Million 0.04% of portfolio
1,791
Q4 2023 Reduced 10.14%
$0
$277 Million 0.04% of portfolio
1,254
Q4 2024 New
$0
$264 Million 0.03% of portfolio
2,071
Q4 2024 Added 29.03%
$0
$209 Million 0.03% of portfolio
1,812
Q3 2024 Reduced 19.57%
$0
$204 Million 0.03% of portfolio
2,032
Q4 2024 New
$89.2B
$239 Million 0.03% of portfolio
987
Q4 2024 Added 19.78%
$0
$234 Million 0.03% of portfolio
10,296
Q4 2024 Added 195.61%
$0
$264 Million 0.03% of portfolio
14,939
Q4 2024 New

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
Track This Portfolio

Track Tanager Wealth Management LLP Portfolio

Follow Tanager Wealth Management LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tanager Wealth Management LLP, based on Form 13F filings with the SEC.

News

Stay updated on Tanager Wealth Management LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email