Daner Wealth Management, LLC Purchases in Q2 2025

Daner Wealth Management, LLC

  • $145 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GTO
Invesco Actively Managed ETF T

ETFs
38.3K
+ 54.42%
$45.73 - $47.2 $1.75M - $1.81M
109K $5.11B
VTI
Vanguard Total Stock Market Et

ETFs
4.39K
+ 351.28%
$243.75 - $303.93 $1.07M - $1.33M
5.64K $1.78B
VUSB
Vanguard Bd Index Fds
15.8K
New
N/A
15.8K $787M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
13.1K
New
$39.69 - $51.24 $521K - $672K
13.1K $691M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
12.2K
New
$38.78 - $49.2 $475K - $603K
12.2K $632M
Vanguard Malvern Fds
7.33K
+ 161.31%
N/A
11.9K $919M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
8.95K
+ 9.03%
$49.98 - $50.26 $447K - $450K
108K $5.43B
NVDA
Nvidia Corp

Technology
1.52K
+ 47.8%
$94.31 - $157.99 $143K - $240K
4.7K $861M
Arista Networks Inc
2.6K
New
N/A
2.6K $367M
MSFT
Microsoft Corp

Technology
424
+ 83.79%
$354.56 - $497.45 $150K - $211K
930 $492M
JPM
Jpmorgan Chase & CO

Financial Services
945
New
$210.28 - $289.91 $199K - $274K
945 $277M
TMUS
T Mobile Us, Inc.

Communication Services
1.08K
New
$220.99 - $268.54 $238K - $289K
1.08K $272M
SQ
Block, Inc.

Technology
3.54K
New
N/A
3.54K $264M
TSLA
Tesla, Inc.

Consumer Cyclical
844
+ 151.8%
$221.86 - $362.89 $187K - $306K
1.4K $477M
AVGO
Broadcom Inc.

Technology
806
New
$146.29 - $275.65 $118K - $222K
806 $252M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.02K
New
$141.37 - $228.57 $144K - $234K
1.02K $250M
MA
Mastercard Inc

Financial Services
432
New
$479.92 - $590.74 $207K - $255K
432 $248M
ETN
Eaton Corp PLC

Industrials
679
New
$246.52 - $356.99 $167K - $242K
679 $247M
CAT
Caterpillar Inc

Industrials
518
+ 73.68%
$273.94 - $388.21 $142K - $201K
1.22K $504M
MRVL
Marvell Technology, Inc.

Technology
3.06K
New
$49.38 - $79.97 $151K - $244K
3.06K $238M
GOOGL
Alphabet Inc.

Communication Services
1.15K
+ 105.92%
$144.7 - $178.6 $166K - $204K
2.23K $453M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.35K
New
$96.84 - $99.46 $228K - $234K
2.35K $233M
GE
General Electric CO

Industrials
832
New
$166.81 - $257.39 $139K - $214K
832 $233M
SHV
Ishares Tr

ETFs
2.1K
New
$110.06 - $110.46 $231K - $232K
2.1K $231M
BX
Blackstone Inc.

Financial Services
1.32K
New
$120.07 - $151.11 $158K - $199K
1.32K $229M
BURL
Burlington Stores, Inc.

Consumer Cyclical
817
New
$215.78 - $270.12 $176K - $221K
817 $227M
PEN
Penumbra Inc

Healthcare
882
New
$253.22 - $299.78 $223K - $264K
882 $219M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.99K
New
$45.98 - $56.15 $229K - $280K
4.99K $214M
NUE
Nucor Corp

Basic Materials
1.51K
New
$103.22 - $131.43 $156K - $198K
1.51K $213M
DXCM
Dexcom Inc

Healthcare
2.65K
New
$59.83 - $87.57 $159K - $232K
2.65K $213M
DFAS
Dimensional ETF Tr U S Small C

ETFs
6.54K
+ 4.96%
$52.31 - $63.72 $342K - $416K
138K $9.15B
Tko Group Holdings Inc
1.13K
New
N/A
1.13K $210M
MPC
Marathon Petroleum Corp

Energy
1.32K
New
$118.55 - $170.08 $156K - $224K
1.32K $209M
V
Visa Inc.

Financial Services
604
New
$308.27 - $373.31 $186K - $225K
604 $203M
UBER
Uber Technologies, Inc

Technology
2.21K
New
$64.62 - $93.3 $143K - $207K
2.21K $203M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.98K
New
$87.84 - $1441.89 $174K - $2.85M
1.98K $202M
SBUX
Starbucks Corp

Consumer Cyclical
2.16K
New
$79.69 - $99.41 $172K - $214K
2.16K $201M
AAPL
Apple Inc.

Technology
970
+ 28.14%
$172.42 - $223.89 $167K - $217K
4.42K $1.01B
XLK
Technology Sector Spdr

ETFs
6
+ 0.11%
$179.73 - $253.23 $1.08K - $1.52K
5.32K $1.43B
AMZN
Amazon Com Inc

Consumer Cyclical
562
+ 13.56%
$167.32 - $223.3 $94K - $125K
4.71K $1.04B
LLY
Eli Lilly & CO

Healthcare
236
+ 48.36%
$713.71 - $898.95 $168K - $212K
724 $463M
IEMG
Ishares Inc

ETFs
15
+ 0.22%
N/A
6.7K $415M
VLO
Valero Energy Corp

Energy
48
+ 1.58%
$104.69 - $141.77 $5.03K - $6.8K
3.08K $411M
MTB
M&T Bank Corp

Financial Services
19
+ 1.48%
$156.58 - $193.99 $2.98K - $3.69K
1.3K $249M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6
+ 0.11%
$90.56 - $109.49 $543 - $657
5.31K $607M
UPS
United Parcel Service Inc

Industrials
79
+ 0.69%
$91.92 - $110.2 $7.26K - $8.71K
11.4K $1B
Activity Summary
Buys All Purchases 47 New Holdings 27 Increased Positions 20 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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