Daner Wealth Management, LLC New Holdings in Q2 2025

Daner Wealth Management, LLC

  • $145 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
Arista Networks Inc
2.6K
New
N/A
2.6K $367M
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
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
MRVL
Marvell Technology, Inc.

Technology
3.06K
New
$49.38 - $79.97 $151K - $244K
3.06K $238M
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
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
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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