Tanager Wealth Management LLP has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $672 Billion distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $97.1B, Bondbloxx ETF Tr Bloomberg 10 with a value of $64.7B, Bondbloxx ETF Tr Bloomberg 6 M with a value of $64.5B, Vanguard Ftse Developed Market with a value of $55.4B, and Vaneck Morningstar Wide Moat E with a value of $38.4B.

Examining the 13F form we can see an increase of $52.7B in the current position value, from $619B to 672B.

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

Portfolio value $672 Billion
ETFs: $441 Billion
Communication Services: $35.6 Billion
Technology: $34.2 Billion
Healthcare: $8.06 Billion
Consumer Defensive: $5.77 Billion
Consumer Cyclical: $5.71 Billion
Financial Services: $4.61 Billion
Energy: $2.84 Billion
Other: $1.67 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $672 Billion
  • Prior Value $619 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 25, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 10 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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