Daner Wealth Management, LLC Purchases in Q3 2025

Daner Wealth Management, LLC

  • $150 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PANW
Palo Alto Networks Inc

Technology
1.42K
New
$167.06 - $208.19 $238K - $296K
1.42K $289K
CRWD
Crowd Strike Holdings, Inc.

Technology
573
New
$412.46 - $514.1 $236K - $295K
573 $280K
COST
Costco Wholesale Corp

Consumer Defensive
293
New
$915.95 - $994.57 $268K - $291K
293 $271K
KEYS
Keysight Technologies, Inc.

Technology
1.52K
New
$158.51 - $178.15 $240K - $270K
1.52K $265K
PLD
Prologis, Inc.

Real Estate
2.28K
New
$104.08 - $115.35 $237K - $263K
2.28K $261K
AXP
American Express CO

Financial Services
786
New
$294.27 - $342.31 $231K - $269K
786 $261K
SLB
Schlumberger Limited

Energy
7.27K
New
$32.37 - $37.31 $235K - $271K
7.27K $249K
ECL
Ecolab Inc.

Basic Materials
898
New
$259.39 - $285.47 $233K - $256K
898 $245K
CRM
Salesforce, Inc.

Technology
1.03K
New
$231.66 - $273.65 $239K - $283K
1.03K $244K
BSX
Boston Scientific Corp

Healthcare
2.38K
New
$97.03 - $108.14 $231K - $257K
2.38K $232K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.89K
New
$118.3 - $142.16 $223K - $269K
1.89K $229K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
20.4K
New
$10.21 - $11.08 $208K - $226K
20.4K $226K
DPZ
Dominos Pizza Inc

Consumer Cyclical
514
New
$422.75 - $485.53 $217K - $250K
514 $221K
ADBE
Adobe Inc.

Technology
624
New
$333.65 - $392.1 $208K - $245K
624 $220K
SPGI
S&P Global Inc.

Financial Services
450
New
$484.94 - $564.15 $218K - $254K
450 $219K
NOW
Service Now, Inc.

Technology
232
New
$850.86 - $1044.69 $197K - $242K
232 $213K
ISRG
Intuitive Surgical Inc

Healthcare
457
New
$433.66 - $544.47 $198K - $249K
457 $204K
ROP
Roper Technologies Inc

Industrials
407
New
$495.03 - $573.0 $201K - $233K
407 $202K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
517
+ 26.12%
$89.32 - $107.82 $46.2K - $55.7K
2.5K $269K
UBER
Uber Technologies, Inc

Technology
565
+ 25.52%
$86.91 - $99.57 $49.1K - $56.3K
2.78K $272K
MPC
Marathon Petroleum Corp

Energy
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
Dexcom Inc

Healthcare
727
+ 27.41%
$66.46 - $89.53 $48.3K - $65.1K
3.38K $227K
NUE
Nucor Corp

Basic Materials
356
+ 23.62%
$133.3 - $150.33 $47.5K - $53.5K
1.86K $252K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.29K
+ 25.85%
$38.58 - $58.24 $49.8K - $75.1K
6.28K $246K
PEN
Penumbra Inc

Healthcare
201
+ 22.79%
$227.15 - $287.09 $45.7K - $57.7K
1.08K $274K
BURL
Burlington Stores, Inc.

Consumer Cyclical
187
+ 22.89%
$237.02 - $301.35 $44.3K - $56.4K
1K $255K
BX
Blackstone Inc.

Financial Services
306
+ 23.18%
$152.77 - $188.68 $46.7K - $57.7K
1.63K $277K
GE
General Electric CO

Industrials
188
+ 22.6%
$244.75 - $305.63 $46K - $57.5K
1.02K $306K
MRVL
Marvell Technology, Inc.

Technology
740
+ 24.21%
$62.31 - $84.07 $46.1K - $62.2K
3.8K $319K
ETN
Eaton Corp PLC

Industrials
147
+ 21.65%
$342.99 - $392.76 $50.4K - $57.7K
826 $309K
MA
Mastercard Inc

Financial Services
86
+ 19.91%
$550.18 - $598.96 $47.3K - $51.5K
518 $294K
MTB
M&T Bank Corp

Financial Services
10
+ 0.77%
$183.74 - $204.05 $1.84K - $2.04K
1.31K $259K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
215
+ 21.04%
$224.68 - $282.71 $48.3K - $60.8K
1.24K $345K
AVGO
Broadcom Inc.

Technology
167
+ 20.72%
$264.74 - $369.57 $44.2K - $61.7K
973 $321K
SQ
Block, Inc.

Technology
711
+ 20.08%
N/A
4.25K $243K
TMUS
T Mobile Us, Inc.

Communication Services
213
+ 19.76%
$226.02 - $259.01 $48.1K - $55.2K
1.29K $309K
JPM
Jpmorgan Chase & CO

Financial Services
176
+ 18.62%
$282.78 - $316.06 $49.8K - $55.6K
1.12K $353K
Arista Networks Inc
350
+ 13.47%
N/A
2.95K $0
VLO
Valero Energy Corp

Energy
22
+ 0.71%
$131.77 - $175.63 $2.9K - $3.86K
3.1K $527K
GOOGL
Alphabet Inc.

Communication Services
263
+ 11.81%
$174.36 - $254.72 $45.9K - $67K
2.49K $605K
LLY
Eli Lilly & CO

Healthcare
71
+ 9.81%
$625.65 - $812.69 $44.4K - $57.7K
795 $606K
TSLA
Tesla, Inc.

Consumer Cyclical
161
+ 11.5%
$293.94 - $444.72 $47.3K - $71.6K
1.56K $694K
MSFT
Microsoft Corp

Technology
107
+ 11.51%
$491.09 - $535.64 $52.5K - $57.3K
1.04K $537K
CAT
Caterpillar Inc

Industrials
118
+ 9.66%
$390.92 - $477.15 $46.1K - $56.3K
1.34K $638K
META
Meta Platforms, Inc.

Communication Services
64
+ 7.53%
$695.21 - $791.73 $44.5K - $50.7K
914 $671K
VUSB
Vanguard Bd Index Fds
407
+ 2.58%
N/A
16.2K $0
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.04%
$291.67 - $316.99 $292 - $317
2.8K $851K
NVDA
Nvidia Corp

Technology
277
+ 5.89%
$153.3 - $186.58 $42.5K - $51.7K
4.98K $929K
Activity Summary
Buys All Purchases 66 New Holdings 19 Increased Positions 47 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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