Daner Wealth Management, LLC Incresed Positions in Q3 2025

Daner Wealth Management, LLC

  • $150 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ORLY
O Reilly Automotive Inc

Consumer Cyclical
517
+ 26.12%
$89.32 - $107.82 $46.2K - $55.7K
2.5K $269K
UBER
Uber Technologies, Inc

Technology
565
+ 25.52%
$86.91 - $99.57 $49.1K - $56.3K
2.78K $272K
MPC
Marathon Petroleum Corp

Energy
6
+ 0.46%
$158.59 - $198.69 $952 - $1.19K
1.32K $254K
Tko Group Holdings Inc
278
+ 24.65%
N/A
1.41K $0
DXCM
Dexcom Inc

Healthcare
727
+ 27.41%
$66.46 - $89.53 $48.3K - $65.1K
3.38K $227K
NUE
Nucor Corp

Basic Materials
356
+ 23.62%
$133.3 - $150.33 $47.5K - $53.5K
1.86K $252K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.29K
+ 25.85%
$38.58 - $58.24 $49.8K - $75.1K
6.28K $246K
PEN
Penumbra Inc

Healthcare
201
+ 22.79%
$227.15 - $287.09 $45.7K - $57.7K
1.08K $274K
BURL
Burlington Stores, Inc.

Consumer Cyclical
187
+ 22.89%
$237.02 - $301.35 $44.3K - $56.4K
1K $255K
BX
Blackstone Inc.

Financial Services
306
+ 23.18%
$152.77 - $188.68 $46.7K - $57.7K
1.63K $277K
MRVL
Marvell Technology, Inc.

Technology
740
+ 24.21%
$62.31 - $84.07 $46.1K - $62.2K
3.8K $319K
ETN
Eaton Corp PLC

Industrials
147
+ 21.65%
$342.99 - $392.76 $50.4K - $57.7K
826 $309K
MA
Mastercard Inc

Financial Services
86
+ 19.91%
$550.18 - $598.96 $47.3K - $51.5K
518 $294K
MTB
M&T Bank Corp

Financial Services
10
+ 0.77%
$183.74 - $204.05 $1.84K - $2.04K
1.31K $259K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
215
+ 21.04%
$224.68 - $282.71 $48.3K - $60.8K
1.24K $345K
AVGO
Broadcom Inc.

Technology
167
+ 20.72%
$264.74 - $369.57 $44.2K - $61.7K
973 $321K
SQ
Block, Inc.

Technology
711
+ 20.08%
N/A
4.25K $243K
TMUS
T Mobile Us, Inc.

Communication Services
213
+ 19.76%
$226.02 - $259.01 $48.1K - $55.2K
1.29K $309K
JPM
Jpmorgan Chase & CO

Financial Services
176
+ 18.62%
$282.78 - $316.06 $49.8K - $55.6K
1.12K $353K
Arista Networks Inc
350
+ 13.47%
N/A
2.95K $0
VLO
Valero Energy Corp

Energy
22
+ 0.71%
$131.77 - $175.63 $2.9K - $3.86K
3.1K $527K
GOOGL
Alphabet Inc.

Communication Services
263
+ 11.81%
$174.36 - $254.72 $45.9K - $67K
2.49K $605K
LLY
Eli Lilly & CO

Healthcare
71
+ 9.81%
$625.65 - $812.69 $44.4K - $57.7K
795 $606K
TSLA
Tesla, Inc.

Consumer Cyclical
161
+ 11.5%
$293.94 - $444.72 $47.3K - $71.6K
1.56K $694K
MSFT
Microsoft Corp

Technology
107
+ 11.51%
$491.09 - $535.64 $52.5K - $57.3K
1.04K $537K
CAT
Caterpillar Inc

Industrials
118
+ 9.66%
$390.92 - $477.15 $46.1K - $56.3K
1.34K $638K
META
Meta Platforms, Inc.

Communication Services
64
+ 7.53%
$695.21 - $791.73 $44.5K - $50.7K
914 $671K
VUSB
Vanguard Bd Index Fds
407
+ 2.58%
N/A
16.2K $0
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.04%
$291.67 - $316.99 $292 - $317
2.8K $851K
NVDA
Nvidia Corp

Technology
277
+ 5.89%
$153.3 - $186.58 $42.5K - $51.7K
4.98K $929K
Vanguard Malvern Fds
18
+ 0.15%
N/A
11.9K $0
AAPL
Apple Inc.

Technology
225
+ 5.09%
$202.38 - $256.87 $45.5K - $57.8K
4.64K $1.18M
AMZN
Amazon Com Inc

Consumer Cyclical
282
+ 5.99%
$211.65 - $238.24 $59.7K - $67.2K
4.99K $1.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
236
+ 1.09%
$50.47 - $50.74 $11.9K - $12K
21.9K $1.11M
XLK
Technology Sector Spdr

ETFs
3
+ 0.06%
$250.97 - $282.66 $753 - $848
5.33K $1.5M
VTI
Vanguard Total Stock Market Et

ETFs
36
+ 0.64%
$303.93 - $329.86 $10.9K - $11.9K
5.68K $1.86M
DFAI
Dimensional ETF Tr

ETFs
25
+ 0.04%
$34.05 - $36.55 $851 - $914
69.7K $2.53M
DFAE
Dimensional ETF Tr

ETFs
584
+ 0.5%
$28.84 - $31.84 $16.8K - $18.6K
118K $3.73M
GTO
Invesco Actively Managed ETF T

ETFs
1.43K
+ 1.32%
$46.43 - $47.91 $66.3K - $68.5K
110K $5.23M
IVV
Ishares Core S&P 500 ETF

ETFs
5
+ 0.06%
$620.67 - $670.08 $3.1K - $3.35K
8.31K $5.56M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
993
+ 0.92%
$50.08 - $50.37 $49.7K - $50K
109K $5.48M
IEFA
Ishares Tr

ETFs
101
+ 0.12%
$81.7 - $87.53 $8.25K - $8.84K
84.6K $7.39M
DFAS
Dimensional ETF Tr U S Small C

ETFs
799
+ 0.58%
$63.41 - $69.69 $50.7K - $55.7K
139K $9.52M
VO
Vanguard Mid Cap ETF

ETFs
295
+ 0.88%
$279.83 - $293.74 $82.5K - $86.7K
33.8K $9.93M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
2.57K
+ 0.91%
$41.8 - $43.15 $107K - $111K
283K $12.1M
VV
Vanguard Large Cap ETF

ETFs
286
+ 0.66%
$285.05 - $309.14 $81.5K - $88.4K
43.8K $13.5M
Activity Summary
Buys All Purchases 66 New Holdings 19 Increased Positions 47 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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