Tanager Wealth Management LLP Purchases in Q2 2025

Tanager Wealth Management LLP

  • $848 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
291K
+ 55.43%
$108.12 - $135.04 $31.5M - $39.3M
817K $110B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
179K
New
$45.12 - $46.23 $8.1M - $8.3M
179K $8.3B
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
153K
+ 474.13%
N/A
185K $9.19B
IDEV
Ishares Core Msci Intl Develop

ETFs
66.1K
New
$61.79 - $76.67 $4.08M - $5.07M
66.1K $5.02B
DFIS
Dimensional ETF Tr Dimensional

ETFs
83K
+ 26.04%
$23.2 - $29.84 $1.93M - $2.48M
402K $12B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
5.27K
+ 1.45%
$62.73 - $78.42 $331K - $414K
369K $28.6B
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
52K
+ 6.96%
$22.08 - $24.18 $1.15M - $1.26M
799K $19.3B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
38.5K
New
$53.75 - $67.21 $2.07M - $2.59M
38.5K $2.55B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
759
+ 0.15%
$39.89 - $49.46 $30.3K - $37.5K
495K $24.5B
IWM
Ishares Russell 2000 ETF

ETFs
9.21K
+ 278.3%
$174.82 - $215.79 $1.61M - $1.99M
12.5K $2.7B
IWV
Ishares Russell 3000 ETF

ETFs
889
+ 2.31%
$281.67 - $351.0 $250K - $312K
39.4K $13.8B
IEMG
Ishares Inc

ETFs
23.7K
+ 437.56%
N/A
29.1K $1.74B
PFF
Ishares Trust Ishares Pfd And

ETFs
44.8K
+ 61.0%
$29.0 - $30.68 $1.3M - $1.37M
118K $3.63B
META
Meta Platforms, Inc.

Communication Services
199
+ 2.82%
$484.66 - $738.09 $96.4K - $147K
7.25K $5.35B
CADL
Candel Therapeutics, Inc.

Healthcare
197K
New
$4.39 - $6.04 $863K - $1.19M
197K $995M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
10.6K
New
$55.73 - $68.72 $593K - $731K
10.6K $731M
MSTR
Microstrategy Inc

Technology
1.67K
New
$237.95 - $421.61 $398K - $705K
1.67K $675M
Bondbloxx ETF Trust
11.4K
+ 9.22%
N/A
135K $6.91B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
60
+ 0.54%
$456.74 - $568.03 $27.4K - $34.1K
11.1K $6.32B
FPE
First Tr Pfd Secs & Income ETF

ETFs
32.5K
+ 168.36%
$16.93 - $17.81 $551K - $579K
51.8K $923M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.69K
+ 2.48%
$72.02 - $73.82 $337K - $346K
194K $14.3B
COF
Capital One Financial Corp

Financial Services
1.72K
New
$150.57 - $212.76 $258K - $365K
1.72K $365M
VT
Vanguard Total World Stk Index

ETFs
49
+ 0.21%
$103.16 - $128.52 $5.05K - $6.3K
23.4K $3.01B
AVGO
Broadcom Inc.

Technology
22
+ 0.82%
$146.29 - $275.65 $3.22K - $6.06K
2.7K $743M
SPY
Spdr S&P 500 ETF Trust

ETFs
293
+ 17.64%
$496.48 - $617.85 $145K - $181K
1.95K $1.21B
DFSE
Dimensional ETF Tr Dimen Emrgn
6.07K
New
N/A
6.07K $231M
FITB
Fifth Third Bancorp

Financial Services
4.89K
New
$33.32 - $41.51 $163K - $203K
4.89K $205M
WMT
Walmart Inc.

Consumer Defensive
2.09K
New
$81.79 - $99.98 $171K - $209K
2.09K $204M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.87K
New
$90.56 - $109.49 $169K - $205K
1.87K $204M
ZI
Zoom Info Technologies Inc.

Technology
20.1K
New
$7.41 - $10.31 $149K - $207K
20.1K $204M
ETN
Eaton Corp PLC

Industrials
570
New
$246.52 - $356.99 $141K - $203K
570 $203M
TSLA
Tesla, Inc.

Consumer Cyclical
640
New
$221.86 - $362.89 $142K - $232K
640 $203M
NSC
Norfolk Southern Corp

Industrials
792
New
$206.34 - $257.46 $163K - $204K
792 $203M
DFSU
Dimensional ETF Tr Dimen Us Su
2.13K
+ 8.26%
N/A
27.9K $1.1B
NFLX
Netflix Inc

Communication Services
11
+ 3.17%
$855.86 - $1339.13 $9.41K - $14.7K
358 $479M
DFSI
Dimensional ETF Tr Dimen Intl
954
+ 7.15%
N/A
14.3K $564M
MAR
Marriott International Inc

Consumer Cyclical
11
+ 0.41%
$211.12 - $274.14 $2.32K - $3.02K
2.68K $731M
VGT
Vanguard Information Technolog

ETFs
42
+ 7.87%
$470.37 - $663.28 $19.8K - $27.9K
576 $382M
INTU
Intuit Inc

Technology
2
+ 0.43%
$544.07 - $787.63 $1.09K - $1.58K
465 $366M
DIS
Walt Disney CO

Communication Services
16
+ 0.62%
$81.72 - $124.01 $1.31K - $1.98K
2.59K $321M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
572
+ 12.31%
$483.48 - $539.8 $277K - $309K
5.22K $2.54B
Canadian Pacific Kansas City
181
+ 5.53%
N/A
3.46K $274M
DFSB
Dimensional ETF Tr Dimensional
321
+ 1.37%
N/A
23.7K $1.24B
BSX
Boston Scientific Corp

Healthcare
59
+ 1.28%
$89.7 - $107.41 $5.29K - $6.34K
4.66K $501M
DFUS
Dimensional ETF Tr U S Equity

ETFs
13
+ 0.27%
$53.65 - $67.02 $697 - $871
4.86K $326M
ABT
Abbott Laboratories

Healthcare
12
+ 0.33%
$123.95 - $138.08 $1.49K - $1.66K
3.67K $498M
SCWO
374 Water Inc.

Industrials
18.3K
New
$0.25 - $0.55 $4.58K - $10.1K
18.3K $5.94M
PSX
Phillips 66

Energy
25
+ 0.74%
$92.87 - $125.73 $2.32K - $3.14K
3.41K $407M
JNJ
Johnson & Johnson

Healthcare
29
+ 2.01%
$146.36 - $159.82 $4.24K - $4.63K
1.47K $225M
Activity Summary
Buys All Purchases 56 New Holdings 16 Increased Positions 40 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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