Tanager Wealth Management LLP Portfolio Holdings

Tanager Wealth Management LLP

  • $743 Billion
  • Q3 2024

Tanager Wealth Management LLP has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $743 Billion distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $104B, Bondbloxx ETF Tr Bloomberg 10 with a value of $73.4B, Bondbloxx ETF Tr Bloomberg 6 M with a value of $68.3B, Vanguard Ftse Developed Market with a value of $64.4B, and Vaneck Morningstar Wide Moat E with a value of $43.3B.

Examining the 13F form we can see an increase of $71.1B in the current position value, from $672B to 743B.

Below you can find more details about Tanager Wealth Management LLP portfolio as well as his latest detailed transactions.

Portfolio value $743 Billion
ETFs: $494 Billion
Technology: $35.9 Billion
Communication Services: $29.1 Billion
Healthcare: $13.6 Billion
Consumer Defensive: $7.15 Billion
Financial Services: $6.51 Billion
Consumer Cyclical: $5.74 Billion
Energy: $3.39 Billion
Other: $1.65 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$104 Billion 13.98% of portfolio
365,823
Q3 2024 Added 1.17%
-
$73.4 Billion 9.88% of portfolio
-
Q3 2024 Added 7.65%
-
$68.3 Billion 9.19% of portfolio
-
Q3 2024 Added 5.55%
$0
$64.4 Billion 8.66% of portfolio
1,218,621
Q3 2024 Added 8.74%
$0
$43.3 Billion 5.82% of portfolio
446,266
Q3 2024 Added 0.71%
$0
$25.1 Billion 3.37% of portfolio
581,070
Q3 2024 Added 10.28%
$0
$25 Billion 3.36% of portfolio
351,335
Q3 2024 Added 3.84%
$0
$24.2 Billion 3.26% of portfolio
373,618
Q3 2024 Added 7.82%
$0
$23.1 Billion 3.11% of portfolio
1,263,749
Q3 2024 Added 7.89%
$0
$22.5 Billion 3.02% of portfolio
235,977
Q3 2024 Added 10.39%
$0
$22.2 Billion 2.98% of portfolio
463,258
Q3 2024 Added 5.86%
$3.85T
$21.1 Billion 2.84% of portfolio
90,642
Q3 2024 Added 0.29%
$0
$20.1 Billion 2.71% of portfolio
256,999
Q3 2024 Added 4.68%
$1.05T
$18.8 Billion 2.53% of portfolio
112,485
Q3 2024 Reduced 16.71%
$0
$17 Billion 2.29% of portfolio
167,861
Q3 2024 Added 13.89%
$0
$16 Billion 2.16% of portfolio
127,192
Q3 2024 Added 6.85%
$0
$13.2 Billion 1.77% of portfolio
40,337
Q3 2024 Added 0.88%
$1.6B
$11.1 Billion 1.5% of portfolio
696,096
Q2 2023 Reduced 5.56%
$0
$10.6 Billion 1.42% of portfolio
415,684
Q3 2024 Added 8.14%
$3.21T
$9.77 Billion 1.31% of portfolio
22,694
Q3 2024 Added 2.21%
$0
$9.27 Billion 1.25% of portfolio
118,814
Q3 2024 Added 1.1%
$0
$7.41 Billion 1.0% of portfolio
13,990
Q3 2024 Reduced 4.09%
$0
$7.46 Billion 1.0% of portfolio
99,272
Q3 2024 Reduced 4.37%
$0
$6.52 Billion 0.88% of portfolio
100,698
Q3 2024 Reduced 4.3%
$1.29T
$5.71 Billion 0.77% of portfolio
9,979
Q3 2024 Reduced 19.37%
$68.1B
$4.85 Billion 0.65% of portfolio
33,981
Q3 2024 Reduced 0.04%
$1.01T
$4.1 Billion 0.55% of portfolio
24,691
Q3 2024 Added 1.97%
$2.15T
$3.88 Billion 0.52% of portfolio
20,836
Q3 2024 Added 1.15%
$0
$2.72 Billion 0.37% of portfolio
22,683
Q3 2024 Added 2.48%
$0
$2.6 Billion 0.35% of portfolio
10,917
Q3 2024 Reduced 1.17%
$628B
$2.22 Billion 0.3% of portfolio
4,812
Q3 2024 Added 6.96%
Vivani Medical Inc
-
$1.52 Billion 0.21% of portfolio
-
Q1 2024 Reduced 21.09%
Bondbloxx ETF Trust
-
$1.48 Billion 0.2% of portfolio
-
Q3 2024 Added 339.65%
$0
$1.19 Billion 0.16% of portfolio
3,800
Q2 2023 New
$426B
$1.14 Billion 0.15% of portfolio
6,569
Q3 2024 Added 1.25%
$0
$1.15 Billion 0.15% of portfolio
29,857
Q3 2024 Reduced 2.85%
$0
$1.02 Billion 0.14% of portfolio
2,085
Q3 2024 Added 1.81%
$345B
$1.02 Billion 0.14% of portfolio
8,418
Q3 2024 Reduced 4.6%
$0
$934 Million 0.13% of portfolio
1,619
Q3 2024 Added 72.42%
$0
$883 Million 0.12% of portfolio
10,597
Q2 2024 New
$135B
$873 Million 0.12% of portfolio
8,292
Q3 2024 Reduced 0.58%
$226B
$915 Million 0.12% of portfolio
3,375
Q3 2024 Reduced 0.32%
$11.1B
$787 Million 0.11% of portfolio
12,747
Q3 2024 Added 1.34%
$0
$822 Million 0.11% of portfolio
17,003
Q3 2024 Added 29.95%
-
$782 Million 0.11% of portfolio
-
Q3 2024 Reduced 0.27%
$0
$820 Million 0.11% of portfolio
4,495
Q2 2024 Added 5.62%
$0
$788 Million 0.11% of portfolio
28,763
Q3 2024 Reduced 3.95%
$318B
$806 Million 0.11% of portfolio
5,471
Q3 2024 Added 5.03%
$130B
$761 Million 0.1% of portfolio
20,445
Q3 2024 Reduced 49.45%

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $743 Billion
  • Prior Value $672 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 15 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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