Tanager Wealth Management LLP Portfolio Holdings by Sector
Tanager Wealth Management LLP
- $619 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VEA MOAT VGK DFAS BKAG PFXF VWO AVUS 35 stocks |
$304 Million
61.35% of portfolio
|
  19  
|
  8  
|
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$93 Million
18.76% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$26.7 Million
5.39% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$17.5 Million
3.53% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$15.3 Million
3.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
CNTA 1 stocks |
$7.87 Million
1.59% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$5.11 Million
1.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR MDB ORCL 4 stocks |
$4.11 Million
0.83% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3.55 Million
0.72% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$1.92 Million
0.39% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.88 Million
0.38% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
PCOR INTU INST 3 stocks |
$1.79 Million
0.36% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$1.52 Million
0.31% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
AXP PYPL 2 stocks |
$1.2 Million
0.24% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
COP 1 stocks |
$1.06 Million
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AMD 2 stocks |
$956,495
0.19% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
$880,369
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$788,814
0.16% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$773,078
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV JNJ 2 stocks |
$770,972
0.16% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Diversified Machinery | Industrial Goods
XONE 1 stocks |
$609,754
0.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
MS GS 2 stocks |
$586,555
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$543,759
0.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$521,695
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT BSX 2 stocks |
$497,135
0.1% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Computer Hardware | Technology
DELL 1 stocks |
$467,052
0.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
PPG 1 stocks |
$315,158
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$310,269
0.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$296,763
0.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$273,743
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$220,552
0.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Railroads | Industrials
NSC 1 stocks |
$205,982
0.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|