Tanager Wealth Management LLP Portfolio Holdings

Tanager Wealth Management LLP

  • $743 Billion
  • Q3 2024

Tanager Wealth Management LLP has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $743 Billion distributed in 109 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 $104B, Bondbloxx ETF Tr Bloomberg 10 with a value of $73.4B, Bondbloxx ETF Tr Bloomberg 6 M with a value of $68.3B, Vanguard Ftse Developed Market with a value of $64.4B, and Vaneck Morningstar Wide Moat E with a value of $43.3B.

Examining the 13F form we can see an increase of $71.1B in the current position value, from $672B to 743B.

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

Portfolio value $743 Billion
ETFs: $494 Billion
Technology: $35.9 Billion
Communication Services: $29.1 Billion
Healthcare: $13.6 Billion
Consumer Defensive: $7.15 Billion
Financial Services: $6.51 Billion
Consumer Cyclical: $5.74 Billion
Energy: $3.39 Billion
Other: $1.65 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$70.9B
$4.85 Billion 0.65% of portfolio
33,981
Q3 2024 Reduced 0.04%
$130B
$873 Million 0.12% of portfolio
8,292
Q3 2024 Reduced 0.58%
$11B
$787 Million 0.11% of portfolio
12,747
Q3 2024 Added 1.34%
$139B
$761 Million 0.1% of portfolio
20,445
Q3 2024 Reduced 49.45%
$93.4B
$685 Million 0.09% of portfolio
2,754
Q3 2024 Reduced 12.79%
$44.2B
$670 Million 0.09% of portfolio
4,936
Q3 2024 New
$103B
$535 Million 0.07% of portfolio
6,853
Q3 2024 Reduced 0.26%
$168B
$484 Million 0.07% of portfolio
1,786
Q3 2024 Reduced 0.94%
$60.4B
$431 Million 0.06% of portfolio
3,280
Q3 2024 Reduced 1.47%
$182B
$412 Million 0.06% of portfolio
664
Q3 2024 Added 8.14%
$30.3B
$426 Million 0.06% of portfolio
3,595
Q2 2024 Reduced 12.17%
$74.7B
$479 Million 0.06% of portfolio
1,383
Q3 2024 New
$113B
$342 Million 0.05% of portfolio
3,512
Q3 2024 Added 1.06%
$29.5B
$367 Million 0.05% of portfolio
2,767
Q3 2024 Added 27.22%
$200B
$282 Million 0.04% of portfolio
569
Q3 2024 Added 3.64%
$125B
$287 Million 0.04% of portfolio
1,032
Q3 2024 Reduced 5.32%
$146B
$270 Million 0.04% of portfolio
3,181
Q3 2024 Reduced 2.75%
$18.9B
$236 Million 0.03% of portfolio
2,263
Q1 2024 New
$105B
$210 Million 0.03% of portfolio
1,679
Q3 2024 New
$144B
$233 Million 0.03% of portfolio
8,045
Q3 2024 New
$20B
$259 Million 0.03% of portfolio
957
Q3 2024 Added 4.7%
$31.8B
$210 Million 0.03% of portfolio
4,830
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $743 Billion
  • Prior Value $672 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 15 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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