DANER WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LEO | 52K | $337.35K |
 | SLB | 8K | $395.92K |
 | NVDA | 5K | $972.50K |
 | AMZN | 5K | $1.06M |
 | AAPL | 5K | $1.29M |
 | NEE | 4K | $397.58K |
 | MRVL | 4K | $335.58K |
 | ANET | 3K | $450.43K |
 | VLO | 3K | $623.99K |
 | UBER | 3K | $225.72K |
 | MCD | 3K | $927.56K |
 | ORLY | 3K | $258.36K |
 | PLD | 2K | $347.46K |
 | PG | 2K | $388.00K |
 | GOOGL | 2K | $751.59K |
 | NUE | 2K | $407.14K |
 | ABNB | 2K | $250.51K |
 | ABBV | 2K | $425.53K |
 | BX | 2K | $241.04K |
 | V | 2K | $576.32K |
BNY Mellon Strategic Municipals, Inc.
LEO
Shares Held
52K
Value
$337.35K
SLB N.V.
SLB
Shares Held
8K
Value
$395.92K
NVIDIA Corporation
NVDA
Shares Held
5K
Value
$972.50K
Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$1.06M
Apple Inc.
AAPL
Shares Held
5K
Value
$1.29M
NextEra Energy, Inc.
NEE
Shares Held
4K
Value
$397.58K
Marvell Technology, Inc.
MRVL
Shares Held
4K
Value
$335.58K
Arista Networks, Inc.
ANET
Shares Held
3K
Value
$450.43K
Valero Energy Corporation
VLO
Shares Held
3K
Value
$623.99K
Uber Technologies, Inc.
UBER
Shares Held
3K
Value
$225.72K
McDonald's Corporation
MCD
Shares Held
3K
Value
$927.56K
O'Reilly Automotive, Inc.
ORLY
Shares Held
3K
Value
$258.36K
Prologis, Inc.
PLD
Shares Held
2K
Value
$347.46K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$388.00K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$751.59K
Nucor Corporation
NUE
Shares Held
2K
Value
$407.14K
Airbnb, Inc.
ABNB
Shares Held
2K
Value
$250.51K
AbbVie Inc.
ABBV
Shares Held
2K
Value
$425.53K
Blackstone Inc.
BX
Shares Held
2K
Value
$241.04K
Visa Inc.
V
Shares Held
2K
Value
$576.32K