Tanager Wealth Management LLP Purchases in Q1 2025

Tanager Wealth Management LLP

  • $769 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
525K
New
$120.29 - $134.6 $63.2M - $70.7M
525K $64.1B
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
47.6K
+ 4.86%
$40.77 - $42.27 $1.94M - $2.01M
1.03M $43.3B
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
51K
+ 2.34%
N/A
2.23M $112B
DFIS
Dimensional ETF Tr Dimensional

ETFs
84.8K
+ 36.24%
$23.92 - $26.89 $2.03M - $2.28M
319K $8.24B
PFF
Ishares Trust Ishares Pfd And

ETFs
73.4K
New
$30.73 - $32.26 $2.26M - $2.37M
73.4K $2.26B
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
76.2K
+ 11.36%
$21.08 - $22.48 $1.61M - $1.71M
747K $16.6B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.09K
+ 1.66%
$42.5 - $46.71 $344K - $378K
494K $22.3B
PM
Philip Morris International Inc.

Consumer Defensive
11
+ 0.05%
$117.15 - $158.79 $1.29K - $1.75K
22.1K $3.54B
Bondbloxx ETF Trust
14K
+ 12.69%
N/A
124K $6.27B
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.11K
+ 2.78%
$71.17 - $73.66 $364K - $376K
189K $13.9B
AVGO
Broadcom Inc.

Technology
2.67K
New
$167.43 - $244.7 $448K - $654K
2.67K $448M
IWM
Ishares Russell 2000 ETF

ETFs
2.06K
+ 163.88%
$198.1 - $229.79 $407K - $472K
3.31K $660M
MCD
Mcdonalds Corp

Consumer Cyclical
1.23K
New
$279.74 - $321.29 $343K - $394K
1.23K $383M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.88K
New
$82.81 - $92.93 $322K - $361K
3.88K $330M
IVV
Ishares Core S&P 500 ETF

ETFs
624
+ 66.45%
$554.06 - $615.85 $346K - $384K
1.56K $878M
GLD
Spdr Gold Trust

ETFs
815
+ 82.57%
$243.19 - $288.14 $198K - $235K
1.8K $519M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.53K
New
$77.7 - $78.94 $275K - $279K
3.53K $279M
MA
Mastercard Inc

Financial Services
507
New
$504.67 - $576.31 $256K - $292K
507 $278M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
320
+ 0.4%
$58.01 - $64.46 $18.6K - $20.6K
80.3K $4.98B
LLY
Eli Lilly & CO

Healthcare
314
New
$725.72 - $929.72 $228K - $292K
314 $259M
COST
Costco Wholesale Corp

Consumer Defensive
235
+ 33.86%
$890.62 - $1076.86 $209K - $253K
929 $879M
JNJ
Johnson & Johnson

Healthcare
1.44K
New
$142.06 - $167.7 $205K - $242K
1.44K $239M
QQQ
Invesco Qqq Trust, Series 1

ETFs
694
+ 31.12%
$468.34 - $539.52 $325K - $374K
2.92K $1.37B
IWP
Ishares Russell Mid Cap Growth

ETFs
1.95K
New
$114.9 - $139.6 $224K - $272K
1.95K $229M
ABBV
Abb Vie Inc.

Healthcare
558
+ 15.91%
$169.2 - $216.66 $94.4K - $121K
4.07K $852M
XOM
Exxon Mobil Corp

Energy
1.43K
+ 27.97%
$105.44 - $118.93 $150K - $170K
6.53K $776M
UNH
Unitedhealth Group Inc

Healthcare
428
New
$461.52 - $548.18 $198K - $235K
428 $224M
CVX
Chevron Corp

Energy
371
+ 6.54%
$146.71 - $167.97 $54.4K - $62.3K
6.04K $1.01B
ADP
Automatic Data Processing Inc

Industrials
532
+ 55.82%
$286.85 - $318.64 $153K - $170K
1.49K $456M
ABT
Abbott Laboratories

Healthcare
815
+ 28.72%
$111.1 - $140.22 $90.5K - $114K
3.65K $485M
V
Visa Inc.

Financial Services
390
+ 52.99%
$306.92 - $362.71 $120K - $141K
1.13K $395M
BSX
Boston Scientific Corp

Healthcare
737
+ 19.07%
$89.38 - $106.18 $65.9K - $78.3K
4.6K $464M
FPE
First Tr Pfd Secs & Income ETF

ETFs
4.38K
+ 29.3%
$17.53 - $17.87 $76.7K - $78.2K
19.3K $340M
KO
Coca Cola CO

Consumer Defensive
354
+ 8.2%
$60.81 - $72.32 $21.5K - $25.6K
4.67K $337M
HD
Home Depot, Inc.

Consumer Cyclical
207
+ 28.05%
$347.25 - $424.87 $71.9K - $87.9K
945 $346M
DFSB
Dimensional ETF Tr Dimensional
869
+ 3.86%
N/A
23.4K $1.21B
COP
Conocophillips

Energy
42
+ 0.51%
$88.6 - $105.85 $3.72K - $4.45K
8.35K $877M
ORCL
Oracle Corp

Technology
730
+ 34.75%
$139.81 - $186.47 $102K - $136K
2.83K $396M
AON
Aon PLC

Financial Services
26
+ 2.96%
$348.44 - $409.32 $9.06K - $10.6K
905 $361M
PSX
Phillips 66

Energy
100
+ 3.04%
$113.93 - $131.55 $11.4K - $13.2K
3.39K $418M
NFLX
Netflix Inc

Communication Services
28
+ 8.78%
$828.4 - $1058.6 $23.2K - $29.6K
347 $324M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
461
+ 13.02%
$120.24 - $134.3 $55.4K - $61.9K
4K $488M
TMO
Thermo Fisher Scientific Inc.

Healthcare
97
+ 10.45%
$497.6 - $606.74 $48.3K - $58.9K
1.03K $510M
PG
Procter & Gamble CO

Consumer Defensive
15
+ 0.22%
$158.56 - $176.26 $2.38K - $2.64K
6.79K $1.16B
DIS
Walt Disney CO

Communication Services
463
+ 21.97%
$96.87 - $114.0 $44.9K - $52.8K
2.57K $254M
NEE
Nextera Energy Inc

Utilities
266
+ 7.85%
$66.96 - $76.16 $17.8K - $20.3K
3.66K $259M
INTU
Intuit Inc

Technology
33
+ 7.67%
$555.63 - $630.23 $18.3K - $20.8K
463 $284M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1
+ 0.05%
$100.59 - $103.47 $101 - $103
2.03K $210M
MS
Morgan Stanley

Financial Services
231
+ 9.4%
$111.68 - $141.08 $25.8K - $32.6K
2.69K $314M
Activity Summary
Buys All Purchases 68 New Holdings 11 Increased Positions 57 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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