Tanager Wealth Management LLP Incresed Positions 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
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
DFIS
Dimensional ETF Tr Dimensional

ETFs
60.1K
+ 14.96%
$29.65 - $31.77 $1.78M - $1.91M
462K $14.6B
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
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
V
Visa Inc.

Financial Services
701
+ 74.42%
$332.09 - $358.86 $233K - $252K
1.64K $561M
QQQ
Invesco Qqq Trust, Series 1

ETFs
175
+ 8.46%
$546.99 - $602.2 $95.7K - $105K
2.24K $1.35B
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
TMO
Thermo Fisher Scientific Inc.

Healthcare
25
+ 2.98%
$404.94 - $499.99 $10.1K - $12.5K
864 $419M
LLY
Eli Lilly & CO

Healthcare
105
+ 37.5%
$625.65 - $812.69 $65.7K - $85.3K
385 $294M
LOW
Lowes Companies Inc

Consumer Cyclical
56
+ 3.11%
$215.01 - $273.02 $12K - $15.3K
1.85K $466M
XOM
Exxon Mobil Corp

Energy
303
+ 4.63%
$105.83 - $117.22 $32.1K - $35.5K
6.85K $772M
MS
Morgan Stanley

Financial Services
114
+ 4.28%
$139.09 - $161.16 $15.9K - $18.4K
2.78K $442M
MCD
Mcdonalds Corp

Consumer Cyclical
166
+ 13.74%
$291.67 - $316.99 $48.4K - $52.6K
1.37K $418M
VUG
Vanguard Growth ETF

ETFs
10
+ 0.72%
$433.97 - $484.08 $4.34K - $4.84K
1.39K $667M
MA
Mastercard Inc

Financial Services
100
+ 21.98%
$550.18 - $598.96 $55K - $59.9K
555 $316M
COP
Conocophillips

Energy
186
+ 2.21%
$91.0 - $98.99 $16.9K - $18.4K
8.59K $812M
NSC
Norfolk Southern Corp

Industrials
34
+ 4.29%
$259.49 - $300.41 $8.82K - $10.2K
826 $248M
DFUS
Dimensional ETF Tr U S Equity

ETFs
11
+ 0.23%
$67.01 - $72.84 $737 - $801
4.87K $353M
WMT
Walmart Inc.

Consumer Defensive
107
+ 5.12%
$94.4 - $104.27 $10.1K - $11.2K
2.2K $226M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4
+ 0.21%
$108.46 - $120.63 $434 - $483
1.87K $222M
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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