Daner Wealth Management, LLC Incresed Positions 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
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
MSFT
Microsoft Corp

Technology
424
+ 83.79%
$354.56 - $497.45 $150K - $211K
930 $492M
META
Meta Platforms, Inc.

Communication Services
280
+ 49.12%
$484.66 - $738.09 $136K - $207K
850 $672M
TSLA
Tesla, Inc.

Consumer Cyclical
844
+ 151.8%
$221.86 - $362.89 $187K - $306K
1.4K $477M
CAT
Caterpillar Inc

Industrials
518
+ 73.68%
$273.94 - $388.21 $142K - $201K
1.22K $504M
GOOGL
Alphabet Inc.

Communication Services
1.15K
+ 105.92%
$144.7 - $178.6 $166K - $204K
2.23K $453M
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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