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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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