DANER WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LEO | 52K | $322.82K |
 | SLB | 7K | $237.09K |
 | CMG | 6K | $262.88K |
 | AMZN | 5K | $1.06M |
 | NVDA | 5K | $912.44K |
 | AAPL | 5K | $1.17M |
 | XYZ | 4K | $319.75K |
 | MRVL | 4K | $333.97K |
 | UPS | 4K | $319.67K |
 | DXCM | 3K | $225.04K |
 | VLO | 3K | $489.12K |
 | ANET | 3K | $422.00K |
 | MCD | 3K | $862.94K |
 | UBER | 3K | $256.50K |
 | ORLY | 2K | $253.59K |
 | GOOGL | 2K | $630.49K |
 | BSX | 2K | $236.19K |
 | PLD | 2K | $282.89K |
 | PG | 2K | $337.32K |
 | ABNB | 2K | $237.84K |
BNY Mellon Strategic Municipals, Inc.
LEO
Shares Held
52K
Value
$322.82K
SLB N.V.
SLB
Shares Held
7K
Value
$237.09K
Chipotle Mexican Grill, Inc.
CMG
Shares Held
6K
Value
$262.88K
Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$1.06M
NVIDIA Corporation
NVDA
Shares Held
5K
Value
$912.44K
Apple Inc.
AAPL
Shares Held
5K
Value
$1.17M
Block, Inc.
XYZ
Shares Held
4K
Value
$319.75K
Marvell Technology, Inc.
MRVL
Shares Held
4K
Value
$333.97K
United Parcel Service, Inc.
UPS
Shares Held
4K
Value
$319.67K
DexCom, Inc.
DXCM
Shares Held
3K
Value
$225.04K
Valero Energy Corporation
VLO
Shares Held
3K
Value
$489.12K
Arista Networks, Inc.
ANET
Shares Held
3K
Value
$422.00K
McDonald's Corporation
MCD
Shares Held
3K
Value
$862.94K
Uber Technologies, Inc.
UBER
Shares Held
3K
Value
$256.50K
O'Reilly Automotive, Inc.
ORLY
Shares Held
2K
Value
$253.59K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$630.49K
Boston Scientific Corporation
BSX
Shares Held
2K
Value
$236.19K
Prologis, Inc.
PLD
Shares Held
2K
Value
$282.89K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$337.32K
Airbnb, Inc.
ABNB
Shares Held
2K
Value
$237.84K