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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$398B
$207 Million 0.03% of portfolio
1,280
Q3 2024 Reduced 18.83%
$22.3B
$259 Million 0.03% of portfolio
957
Q3 2024 Added 4.7%
$32.3B
$210 Million 0.03% of portfolio
4,830
Q3 2024 New
$84.2B
$200 Million 0.03% of portfolio
824
Q3 2024 New
$0
$210 Million 0.03% of portfolio
795
Q3 2024 New
$566B
$244 Million 0.03% of portfolio
417
Q3 2024 New
$0
$232 Million 0.03% of portfolio
3,483
Q3 2024 Added 1.49%
$401B
$201 Million 0.03% of portfolio
283
Q3 2024 New
$229B
$232 Million 0.03% of portfolio
1,416
Q3 2024 Added 3.36%

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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