Daner Wealth Management, LLC Portfolio Holdings

Daner Wealth Management, LLC

  • $136 Billion
  • Q4 2024

Daner Wealth Management, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $136 Billion distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $18.2B, Invesco Exchange Traded Self I with a value of $16.2B, Vanguard Large Cap ETF with a value of $14.7B, Dimensional ETF Tr Core Fxd In with a value of $12B, and Vanguard Mid Cap ETF with a value of $9.78B.

Examining the 13F form we can see an increase of $136B in the current position value.

Daner Wealth Management, LLC is based out at Alpharetta, GA

Below you can find more details about Daner Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $136 Billion
ETFs: $125 Billion
Consumer Cyclical: $2.51 Billion
Technology: $1.83 Billion
Industrials: $1.57 Billion
Financial Services: $1.32 Billion
Communication Services: $609 Million
Energy: $410 Million
Healthcare: $402 Million
Other: $373 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$81.5B
$1.31 Billion 0.96% of portfolio
11,369
Q4 2024 New
$2.47T
$973 Million 0.71% of portfolio
4,145
Q4 2024 New
$213B
$825 Million 0.61% of portfolio
2,841
Q4 2024 New
$3.74T
$819 Million 0.6% of portfolio
3,447
Q4 2024 New
$10.5B
$487 Million 0.36% of portfolio
4,710
Q4 2024 New
$608B
$490 Million 0.36% of portfolio
1,037
Q4 2024 New
$55.1B
$410 Million 0.3% of portfolio
3,030
Q4 2024 New
$247B
$407 Million 0.3% of portfolio
1,070
Q4 2024 New
$296B
$397 Million 0.29% of portfolio
3,182
Q4 2024 New
$1.58T
$392 Million 0.29% of portfolio
570
Q4 2024 New
$785B
$402 Million 0.29% of portfolio
488
Q4 2024 New
$398B
$373 Million 0.27% of portfolio
2,228
Q4 2024 New
$0
$319 Million 0.23% of portfolio
51,900
Q4 2024 New
$34.2B
$259 Million 0.19% of portfolio
1,282
Q4 2024 New
$191B
$264 Million 0.19% of portfolio
703
Q4 2024 New
$0
$247 Million 0.18% of portfolio
26,200
Q4 2024 New
$1.23T
$217 Million 0.16% of portfolio
1,081
Q4 2024 New
$3.07T
$210 Million 0.15% of portfolio
506
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $136 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 56 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Daner Wealth Management, LLC Portfolio

Follow Daner Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Daner Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Daner Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email