Tanager Wealth Management LLP Portfolio Holdings

Tanager Wealth Management LLP

  • $771 Billion
  • Q4 2024

Tanager Wealth Management LLP has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $771 Billion distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Bondbloxx ETF Tr Bloomberg 6 M with a value of $110B, Vanguard Total Stock Market Et with a value of $105B, Vanguard Ftse Developed Market with a value of $62.9B, Vaneck Morningstar Wide Moat E with a value of $44.4B, and Bny Mellon ETF Tr Core Bond Et with a value of $40.5B.

Examining the 13F form we can see an increase of $27.7B in the current position value, from $743B to 771B.

Below you can find more details about Tanager Wealth Management LLP portfolio as well as his latest detailed transactions.

Portfolio value $771 Billion
ETFs: $534 Billion
Communication Services: $35 Billion
Technology: $33 Billion
Healthcare: $13.4 Billion
Consumer Defensive: $9.25 Billion
Consumer Cyclical: $7.67 Billion
Financial Services: $7.17 Billion
Energy: $3.49 Billion
Other: $2.91 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$110 Billion 14.24% of portfolio
-
Q4 2024 Added 61.05%
$1.01T
$24.3 Billion 3.16% of portfolio
127,747
Q4 2024 Added 13.57%
$3.51T
$19.4 Billion 2.52% of portfolio
77,411
Q4 2024 Reduced 14.6%
$1.49B
$11.7 Billion 1.51% of portfolio
696,096
Q2 2023 Reduced 5.56%
$2.92T
$9.77 Billion 1.27% of portfolio
23,186
Q4 2024 Added 2.17%
-
$5.2 Billion 0.68% of portfolio
-
Q4 2024 Reduced 92.34%
$980B
$5.16 Billion 0.67% of portfolio
27,252
Q4 2024 Added 10.37%
$2T
$5.16 Billion 0.67% of portfolio
23,531
Q4 2024 Added 12.93%
$1.34T
$5.03 Billion 0.65% of portfolio
8,593
Q4 2024 Reduced 13.89%
$61B
$4.32 Billion 0.56% of portfolio
33,980
Q4 2024 Reduced -0.0%
$235B
$2.69 Billion 0.35% of portfolio
22,072
Q4 2024 New
$679B
$2.18 Billion 0.28% of portfolio
4,835
Q4 2024 Added 0.48%
$597M
$1.64 Billion 0.21% of portfolio
-
Q4 2024 Added 125.95%
$709B
$1.26 Billion 0.16% of portfolio
5,244
Q4 2024 Added 42.5%
$293B
$1.24 Billion 0.16% of portfolio
9,280
Q4 2024 Added 10.24%
$395B
$1.14 Billion 0.15% of portfolio
6,775
Q4 2024 Added 3.14%
$202B
$976 Million 0.13% of portfolio
3,290
Q4 2024 Reduced 2.52%
-
$951 Million 0.12% of portfolio
-
Q4 2024 Added 19.25%
$130B
$824 Million 0.11% of portfolio
8,309
Q4 2024 Added 0.21%
$322B
$822 Million 0.11% of portfolio
5,672
Q4 2024 Added 3.67%
$77.1B
$768 Million 0.1% of portfolio
2,754
Q3 2024 Reduced 12.79%
$48.5B
$657 Million 0.09% of portfolio
4,936
Q3 2024 New
$785B
$709 Million 0.09% of portfolio
1,756
Q4 2024 New
$371B
$623 Million 0.08% of portfolio
3,507
Q4 2024 Added 20.47%
$402B
$636 Million 0.08% of portfolio
694
Q4 2024 Added 0.58%
$81.2B
$577 Million 0.07% of portfolio
6,760
Q4 2024 Reduced 1.36%
$481B
$548 Million 0.07% of portfolio
5,099
Q4 2024 Reduced 2.37%
$141B
$442 Million 0.06% of portfolio
1,791
Q4 2024 Added 0.28%
-
$439 Million 0.06% of portfolio
-
Q4 2024 Added 28.42%
$203B
$483 Million 0.06% of portfolio
928
Q4 2024 Reduced 7.94%
$410B
$350 Million 0.05% of portfolio
2,101
Q4 2024 Reduced 2.1%
$60.4B
$375 Million 0.05% of portfolio
3,288
Q4 2024 Added 0.24%
$25.3B
$414 Million 0.05% of portfolio
3,595
Q2 2024 Reduced 12.17%
$72B
$371 Million 0.05% of portfolio
1,234
Q4 2024 New
$917B
$334 Million 0.04% of portfolio
1,684
Q4 2024 Reduced 3.05%
$170B
$270 Million 0.04% of portfolio
430
Q4 2024 Reduced 35.24%
$359B
$287 Million 0.04% of portfolio
738
Q4 2024 Reduced 13.79%
$193B
$330 Million 0.04% of portfolio
576
Q4 2024 Added 1.23%
$427B
$284 Million 0.04% of portfolio
319
Q4 2024 Added 12.72%
$221B
$321 Million 0.04% of portfolio
2,838
Q4 2024 Added 23.82%
$144B
$345 Million 0.04% of portfolio
3,864
Q4 2024 Added 6.74%
$123B
$280 Million 0.04% of portfolio
953
Q4 2024 Reduced 7.66%
$86B
$279 Million 0.04% of portfolio
1,692
Q4 2024 Added 0.77%
$111B
$300 Million 0.04% of portfolio
3,290
Q4 2024 Reduced 6.32%
$80.7B
$316 Million 0.04% of portfolio
879
Q4 2024 Reduced 36.44%
$26B
$277 Million 0.04% of portfolio
2,315
Q4 2024 Reduced 16.34%
$204B
$309 Million 0.04% of portfolio
2,457
Q4 2024 Reduced 41.89%
$200B
$205 Million 0.03% of portfolio
1,329
Q4 2024 Reduced 29.68%
$13.2B
$223 Million 0.03% of portfolio
958
Q4 2024 Added 0.1%

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $771 Billion
  • Prior Value $743 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 19 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
Track This Portfolio

Track Tanager Wealth Management LLP Portfolio

Follow Tanager Wealth Management LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tanager Wealth Management LLP, based on Form 13F filings with the SEC.

News

Stay updated on Tanager Wealth Management LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email