Holdings
Daner Wealth Management, LLC
As of Jun 30, 2026, Daner Wealth Management, LLC reported 52 positions worth US$22.8M. Largest: Amazon.com, Inc., Apple Inc and Valero Energy Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amazon.com, Inc. | 5,032 | US$1.33M | +16 | Jun 30, 2026 |
| Apple Inc | 4,315 | US$1.32M | +36 | Jun 30, 2026 |
| Valero Energy Corporation | 3,148 | US$1.08M | +15 | Jun 30, 2026 |
| Nvidia Corporation | 4,669 | US$1.05M | +19 | Jun 30, 2026 |
| Caterpillar, Inc. | 1,004 | US$858K | +4 | Jun 30, 2026 |
| Eli Lilly And Company | 697 | US$842K | +5 | Jun 30, 2026 |
| Mcdonald's Corporation | 2,802 | US$763K | +1 | Jun 30, 2026 |
| Marvell Technology, Inc. | 3,081 | US$685K | +24 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,817 | US$629K | +8 | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 1,533 | US$607K | +17 | Jun 30, 2026 |