Tanager Wealth Management LLP Incresed Positions 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
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
153K
+ 474.13%
N/A
185K $9.19B
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
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
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
41.8K
+ 4.07%
$41.2 - $42.29 $1.72M - $1.77M
1.07M $45.1B
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
META
Meta Platforms, Inc.

Communication Services
199
+ 2.82%
$484.66 - $738.09 $96.4K - $147K
7.25K $5.35B
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
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
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
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
ABBV
Abb Vie Inc.

Healthcare
273
+ 6.72%
$170.16 - $206.27 $46.5K - $56.3K
4.34K $805M
XOM
Exxon Mobil Corp

Energy
23
+ 0.35%
$99.93 - $119.04 $2.3K - $2.74K
6.55K $706M
HES
Hess Corp

Energy
34
+ 0.69%
$126.32 - $161.29 $4.29K - $5.48K
4.97K $689M
CVX
Chevron Corp

Energy
220
+ 3.64%
$133.73 - $168.51 $29.4K - $37.1K
6.26K $897M
COP
Conocophillips

Energy
49
+ 0.59%
$82.66 - $106.1 $4.05K - $5.2K
8.4K $754M
DEO
Diageo PLC

Consumer Defensive
60
+ 0.18%
$99.86 - $115.75 $5.99K - $6.95K
34.1K $3.43B
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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