DANER WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LEO | 52K | $332.16K |
 | AMZN | 5K | $1.33M |
 | NVDA | 5K | $1.03M |
 | AAPL | 4K | $1.26M |
 | NEE | 3K | $316.81K |
 | UBER | 3K | $240.76K |
 | VLO | 3K | $774.17K |
 | MRVL | 3K | $502.84K |
 | MCD | 3K | $769.86K |
 | CVS | 3K | $256.50K |
 | ORLY | 2K | $218.12K |
 | PG | 2K | $317.90K |
 | ANET | 2K | $314.73K |
 | ABBV | 2K | $396.18K |
 | C | 2K | $240.36K |
 | WMT | 2K | $239.35K |
 | GOOGL | 2K | $700.74K |
 | ABNB | 2K | $239.26K |
 | V | 2K | $531.75K |
 | GILD | 2K | $210.78K |
BNY Mellon Strategic Municipals, Inc.
LEO
Shares Held
52K
Value
$332.16K
Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$1.33M
NVIDIA Corporation
NVDA
Shares Held
5K
Value
$1.03M
Apple Inc.
AAPL
Shares Held
4K
Value
$1.26M
NextEra Energy, Inc.
NEE
Shares Held
3K
Value
$316.81K
Uber Technologies, Inc.
UBER
Shares Held
3K
Value
$240.76K
Valero Energy Corporation
VLO
Shares Held
3K
Value
$774.17K
Marvell Technology, Inc.
MRVL
Shares Held
3K
Value
$502.84K
McDonald's Corporation
MCD
Shares Held
3K
Value
$769.86K
CVS Health Corporation
CVS
Shares Held
3K
Value
$256.50K
O'Reilly Automotive, Inc.
ORLY
Shares Held
2K
Value
$218.12K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$317.90K
Arista Networks, Inc.
ANET
Shares Held
2K
Value
$314.73K
AbbVie Inc.
ABBV
Shares Held
2K
Value
$396.18K
Citigroup Inc.
C
Shares Held
2K
Value
$240.36K
Walmart Inc.
WMT
Shares Held
2K
Value
$239.35K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$700.74K
Airbnb, Inc.
ABNB
Shares Held
2K
Value
$239.26K
Visa Inc.
V
Shares Held
2K
Value
$531.75K
Gilead Sciences, Inc.
GILD
Shares Held
2K
Value
$210.78K