Daner Wealth Management, LLC Purchases and Sells in Q3 2025

Daner Wealth Management, LLC

$150 Million
Q3 2025

Top Buys

Incresed Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ORLY	517 + 26.12%	$89.32 - $107.82 $46.2K - $55.7K	2.5K $269K
UBER	565 + 25.52%	$86.91 - $99.57 $49.1K - $56.3K	2.78K $272K
MPC	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	727 + 27.41%	$66.46 - $89.53 $48.3K - $65.1K	3.38K $227K
NUE	356 + 23.62%	$133.3 - $150.33 $47.5K - $53.5K	1.86K $252K

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PANW	1.42K New	$167.06 - $208.19 $238K - $296K	1.42K $289K
CRWD	573 New	$412.46 - $514.1 $236K - $295K	573 $280K
COST	293 New	$915.95 - $994.57 $268K - $291K	293 $271K
KEYS	1.52K New	$158.51 - $178.15 $240K - $270K	1.52K $265K
AXP	786 New	$294.27 - $342.31 $231K - $269K	786 $261K
PLD	2.28K New	$104.08 - $115.35 $237K - $263K	2.28K $261K

Top Sells

Reduced Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	-4.45K - 0.95%	$36.04 - $38.78 $160K - $173K	463K $17.9M
OMFL	-675 - 0.28%	$57.41 - $60.45 $38.8K - $40.8K	244K $14.7M
IWR	-319 - 0.87%	$92.26 - $97.51 $29.4K - $31.1K	36.3K $3.51M
DFIC	-2.09K - 3.34%	$30.76 - $33.01 $64.4K - $69.1K	60.6K $1.99M
DUHP	-1.71K - 3.62%	$35.76 - $37.93 $61.1K - $64.8K	45.4K $1.72M
DFSV	-1.8K - 3.39%	$29.2 - $32.74 $52.6K - $59K	51.3K $1.63M

Activity Summary All Purchases 66 New Holdings 19 Increased Positions 47 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

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