Tanager Wealth Management LLP Purchases in Q3 2025

Tanager Wealth Management LLP

  • $952 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
114K
+ 13.93%
$135.0 - $146.02 $15.4M - $16.6M
930K $136B
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
639K
+ 79.97%
$23.38 - $24.24 $14.9M - $15.5M
1.44M $34.3B
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
136K
+ 73.67%
N/A
322K $16B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
140K
+ 77.99%
$45.6 - $46.92 $6.38M - $6.57M
319K $14.9B
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
130K
+ 12.2%
$41.55 - $42.82 $5.42M - $5.58M
1.2M $51.1B
AAPL
Apple Inc.

Technology
7.88K
+ 10.91%
$202.38 - $256.87 $1.59M - $2.02M
80.1K $20.4B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
54.5K
+ 141.63%
$64.17 - $68.19 $3.5M - $3.72M
93K $6.34B
Reddit Inc
15.8K
New
N/A
15.8K $3.64B
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
144K
+ 12.64%
$17.13 - $17.98 $2.47M - $2.59M
1.29M $22.9B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
16.8K
+ 3.39%
$49.43 - $54.52 $829K - $915K
511K $27.7B
DFAS
Dimensional ETF Tr U S Small C

ETFs
11K
+ 2.83%
$63.41 - $69.69 $698K - $767K
400K $27.4B
Bondbloxx ETF Trust
44.1K
+ 32.57%
N/A
179K $9.15B
GOOGL
Alphabet Inc.

Communication Services
1.19K
+ 4.32%
$174.36 - $254.72 $207K - $302K
28.6K $6.95B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
10.6K
+ 2.88%
$75.26 - $80.19 $799K - $851K
379K $30.3B
PFF
Ishares Trust Ishares Pfd And

ETFs
44.3K
+ 37.51%
$30.67 - $32.13 $1.36M - $1.42M
163K $5.14B
NVDA
Nvidia Corp

Technology
4.78K
+ 47.43%
$153.3 - $186.58 $733K - $893K
14.9K $2.77B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.07K
+ 9.65%
$567.77 - $614.76 $609K - $660K
12.2K $7.47B
MSFT
Microsoft Corp

Technology
626
+ 2.63%
$491.09 - $535.64 $307K - $335K
24.4K $12.6B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.04K
+ 53.33%
$617.65 - $666.84 $644K - $695K
3K $2B
DFSD
Dimensional ETF Tr Short Durat

ETFs
9.08K
New
$47.86 - $48.43 $435K - $440K
9.08K $438M
VT
Vanguard Total World Stk Index

ETFs
1.38K
+ 5.91%
$128.41 - $138.03 $177K - $191K
24.8K $3.41B
AMZN
Amazon Com Inc

Consumer Cyclical
1.69K
+ 7.32%
$211.65 - $238.24 $358K - $403K
24.8K $5.44B
IDEV
Ishares Core Msci Intl Develop

ETFs
1.04K
+ 1.58%
$74.68 - $80.26 $77.9K - $83.7K
67.1K $5.38B
CVX
Chevron Corp

Energy
1.78K
+ 28.42%
$145.57 - $161.83 $259K - $288K
8.04K $1.25B
AVGO
Broadcom Inc.

Technology
542
+ 20.11%
$264.74 - $369.57 $143K - $200K
3.24K $1.07B
NFLX
Netflix Inc

Communication Services
311
+ 86.87%
$1147.87 - $1297.18 $357K - $403K
669 $802M
MU
Micron Technology Inc

Technology
1.76K
New
$104.88 - $168.89 $184K - $297K
1.76K $294M
MDB
Mongo Db, Inc.

Technology
927
New
$201.0 - $334.87 $186K - $310K
927 $288M
KLAC
Kla Corp

Technology
223
New
$843.9 - $1078.6 $188K - $241K
223 $241M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4.79K
New
$48.31 - $48.93 $231K - $234K
4.79K $234M
V
Visa Inc.

Financial Services
701
+ 74.42%
$332.09 - $358.86 $233K - $252K
1.64K $561M
PEP
Pepsico Inc

Consumer Defensive
1.61K
New
$133.81 - $152.16 $215K - $245K
1.61K $226M
AMD
Advanced Micro Devices Inc

Technology
1.38K
New
$134.8 - $184.42 $186K - $254K
1.38K $223M
IBM
International Business Machines Corp

Technology
757
New
$234.77 - $292.47 $178K - $221K
757 $214M
SPGI
S&P Global Inc.

Financial Services
425
New
$484.94 - $564.15 $206K - $240K
425 $207M
IWF
Ishares Russell 1000 Gr ETF

ETFs
441
New
$420.11 - $472.68 $185K - $208K
441 $207M
QQQ
Invesco Qqq Trust, Series 1

ETFs
175
+ 8.46%
$546.99 - $602.2 $95.7K - $105K
2.24K $1.35B
RTX
Raytheon Technologies Corp

Industrials
1.23K
New
$144.19 - $167.33 $177K - $205K
1.23K $205M
PCOR
Procore Technologies, Inc.

Technology
2.75K
New
$61.62 - $76.64 $169K - $210K
2.75K $200M
VB
Vanguard Small Cap ETF

ETFs
29
+ 0.27%
$237.58 - $259.17 $6.89K - $7.52K
10.6K $2.7B
IEMG
Ishares Inc

ETFs
63
+ 0.22%
N/A
29.1K $1.92B
HD
Home Depot, Inc.

Consumer Cyclical
313
+ 41.08%
$357.4 - $423.42 $112K - $133K
1.08K $436M
JPM
Jpmorgan Chase & CO

Financial Services
181
+ 5.24%
$282.78 - $316.06 $51.2K - $57.2K
3.63K $1.15B
NEE
Nextera Energy Inc

Utilities
1.54K
+ 46.81%
$69.77 - $77.54 $108K - $120K
4.84K $366M
DFSB
Dimensional ETF Tr Dimensional
2.06K
+ 8.66%
N/A
25.8K $1.37B
VXF
Vanguard Extended Market ETF

ETFs
181
+ 4.04%
$193.58 - $213.07 $35K - $38.6K
4.66K $976M
GS
Goldman Sachs Group Inc

Financial Services
68
+ 11.62%
$696.56 - $806.32 $47.4K - $54.8K
653 $520M
TSLA
Tesla, Inc.

Consumer Cyclical
48
+ 7.5%
$293.94 - $444.72 $14.1K - $21.3K
688 $306M
VIG
Vanguard Dividend Appreciation

ETFs
281
+ 11.2%
N/A
2.79K $602M
Activity Summary
Buys All Purchases 73 New Holdings 13 Increased Positions 60 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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