Daner Wealth Management, LLC New Holdings in Q4 2024

Daner Wealth Management, LLC

  • $136 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
507K
New
$33.92 - $36.6 $17.2M - $18.6M
507K $18.2B
OMFL
Invesco Exchange Traded Self I

ETFs
287K
New
$52.49 - $56.58 $15.1M - $16.2M
287K $16.2B
VV
Vanguard Large Cap ETF

ETFs
52.6K
New
$260.27 - $280.65 $13.7M - $14.8M
52.6K $14.7B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
289K
New
$41.17 - $43.34 $11.9M - $12.5M
289K $12B
VO
Vanguard Mid Cap ETF

ETFs
35.2K
New
$261.5 - $284.63 $9.21M - $10M
35.2K $9.78B
DFAS
Dimensional ETF Tr U S Small C

ETFs
132K
New
$63.58 - $71.15 $8.37M - $9.37M
132K $8.94B
IEFA
Ishares Tr

ETFs
95.8K
New
$70.06 - $77.43 $6.71M - $7.42M
95.8K $7.12B
IVV
Ishares Core S&P 500 ETF

ETFs
8.54K
New
$570.51 - $610.59 $4.87M - $5.22M
8.54K $5.19B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
99.2K
New
$50.0 - $50.27 $4.96M - $4.98M
99.2K $4.97B
IWR
Ishares Russell Mid Cap ETF

ETFs
38.7K
New
$87.25 - $95.52 $3.38M - $3.7M
38.7K $3.6B
DFAE
Dimensional ETF Tr

ETFs
124K
New
$25.36 - $28.15 $3.14M - $3.49M
124K $3.21B
DFAI
Dimensional ETF Tr

ETFs
72.2K
New
$29.0 - $31.6 $2.09M - $2.28M
72.2K $2.22B
DFSV
Dimensional ETF Tr Dimensional

ETFs
57.2K
New
$30.18 - $33.87 $1.73M - $1.94M
57.2K $1.84B
DFIC
Dimensional ETF Tr Dimensional

ETFs
66.5K
New
$25.61 - $28.0 $1.7M - $1.86M
66.5K $1.8B
DUHP
Dimensional ETF Tr Dimensional

ETFs
50.5K
New
$33.62 - $35.69 $1.7M - $1.8M
50.5K $1.78B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
30.6K
New
$50.37 - $50.6 $1.54M - $1.55M
30.6K $1.55B
Dimensional ETF Trust
26.2K
New
N/A
26.2K $1.39B
UPS
United Parcel Service Inc

Industrials
11.4K
New
$122.65 - $138.35 $1.39M - $1.57M
11.4K $1.31B
XLK
Technology Sector Spdr

ETFs
5.32K
New
$220.26 - $241.44 $1.17M - $1.28M
5.32K $1.23B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
15.7K
New
$61.68 - $67.87 $968K - $1.07M
15.7K $1.02B
AMZN
Amazon Com Inc

Consumer Cyclical
4.15K
New
$180.88 - $232.93 $750K - $965K
4.15K $973M
MCD
Mcdonalds Corp

Consumer Cyclical
2.84K
New
$288.47 - $316.54 $820K - $899K
2.84K $825M
AAPL
Apple Inc.

Technology
3.45K
New
$221.69 - $259.02 $764K - $893K
3.45K $819M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.3K
New
$113.92 - $127.38 $604K - $675K
5.3K $633M
IJK
Ishares S&P Midcap 400 Growth

ETFs
6.46K
New
$90.66 - $99.46 $586K - $643K
6.46K $614M
DISV
Dimensional ETF Tr Dimensional

ETFs
22.1K
New
$26.18 - $28.77 $578K - $635K
22.1K $610M
DIHP
Dimensional ETF Tr Dimensional

ETFs
22.2K
New
$25.15 - $27.57 $559K - $612K
22.2K $590M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.38K
New
$370.24 - $418.94 $509K - $576K
1.38K $565M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
19.9K
New
$26.16 - $28.82 $521K - $574K
19.9K $528M
Dimensional ETF Trust
9.49K
New
N/A
9.49K $504M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.04K
New
$442.29 - $483.08 $459K - $501K
1.04K $490M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
4.71K
New
$97.45 - $121.28 $459K - $571K
4.71K $487M
VLO
Valero Energy Corp

Energy
3.03K
New
$118.59 - $144.02 $359K - $436K
3.03K $410M
ACN
Accenture PLC

Technology
1.07K
New
$343.9 - $376.86 $368K - $403K
1.07K $407M
LLY
Eli Lilly & CO

Healthcare
488
New
$727.2 - $932.06 $355K - $455K
488 $402M
NVDA
Nvidia Corp

Technology
3.18K
New
$117.0 - $148.88 $372K - $474K
3.18K $397M
META
Meta Platforms, Inc.

Communication Services
570
New
$554.08 - $632.68 $316K - $361K
570 $392M
VTI
Vanguard Total Stock Market Et

ETFs
1.25K
New
$280.04 - $302.45 $350K - $378K
1.25K $375M
PG
Procter & Gamble CO

Consumer Defensive
2.23K
New
$161.05 - $179.7 $359K - $400K
2.23K $373M
SPY
Spdr S&P 500 ETF Trust

ETFs
612
New
$567.81 - $607.81 $347K - $372K
612 $370M
IEMG
Ishares Inc

ETFs
6.68K
New
N/A
6.68K $358M
Vanguard Malvern Fds
4.54K
New
N/A
4.54K $347M
QQQ
Invesco Qqq Trust, Series 1

ETFs
630
New
$481.22 - $538.17 $303K - $339K
630 $330M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
12.6K
New
$24.74 - $27.68 $312K - $349K
12.6K $319M
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
51.9K
New
$5.98 - $6.61 $310K - $343K
51.9K $319M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
11.9K
New
$26.16 - $29.13 $312K - $348K
11.9K $318M
IWM
Ishares Russell 2000 ETF

ETFs
1.37K
New
$216.13 - $242.4 $296K - $332K
1.37K $313M
Dimensional ETF Trust
11K
New
N/A
11K $287M
CAT
Caterpillar Inc

Industrials
703
New
$360.37 - $416.88 $253K - $293K
703 $264M
Activity Summary
Buys All Purchases 56 New Holdings 56 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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