Institutions / Daner Wealth Management, LLC / Holdings
Back to Daner Wealth Management, LLC

Daner Wealth Management, LLC

All holdings · as of Dec 31, 2025

93 positions

CompanyClassValueShares% of portfolio
NUCOR CORP—$407.1K2,1210.2%
NEXTERA ENERGY INC—$397.6K4,3770.2%
SLB LIMITED/NV—$395.9K7,8680.2%
Penumbra Inc—$392.5K1,1580.2%
PROCTER & GAMBLE Co—$388.0K2,4390.2%
Keysight Technologies, Inc.—$385.4K1,6400.2%
INVESCO QQQ TR—$385.2K6300.2%
GENERAL DYNAMICS CORP—$380.2K1,0590.2%
DIMENSIONAL ETF TRUST—$377.8K10,5610.2%
DIMENSIONAL ETF TRUST—$376.6K10,0430.2%
JPMORGAN CHASE & CO—$376.0K1,1810.2%
ISHARES TR—$362.8K1,3630.2%
GENERAL ELECTRIC CO—$347.7K1,0990.2%
Prologis Inc—$347.5K2,4730.2%
Eaton Corp plc—$341.4K9040.2%
BNY MELLON STRATEGIC MUNICIPALS, INC.LEOClosed-End Fund$337.4K51,9000.2%
Marvell Technology, Inc.—$335.6K4,0920.2%
Burlington Stores, Inc.—$330.8K1,0860.2%
M&T BANK CORP—$311.9K1,3210.2%
AMERICAN EXPRESS CO—$308.1K8480.2%
COSTCO WHOLESALE CORP /NEW—$306.6K3160.2%
Mastercard Inc—$302.7K5600.2%
ECOLAB INC.—$300.6K1,0030.2%
Constellation Energy Corp—$279.0K1,0290.2%
Marathon Petroleum Corp—$271.4K1,3290.2%
Broadcom Inc.—$266.4K7820.2%
O REILLY AUTOMOTIVE INC—$258.4K2,7650.2%
Palo Alto Networks Inc—$256.4K1,5490.2%
CrowdStrike Holdings, Inc.—$255.9K6190.2%
Airbnb, Inc.—$250.5K2,0820.2%
Intuitive Surgical Inc—$245.1K4950.2%
Accenture plc—$242.5K1,0070.1%
Blackstone Inc—$241.0K1,8010.1%
ISHARES TR—$236.1K2,3500.1%
ISHARES TR—$231.4K2,1000.1%
BLACKROCK MUNIYIELD QUALITY FUND III, INC.MYIClosed-End Fund$228.9K20,4170.1%
Uber Technologies, Inc—$225.7K3,0710.1%
Domino's Pizza Inc.—$223.1K5720.1%
MARTIN MARIETTA MATERIALS INC—$221.7K3130.1%
ISHARES INC—$221.4K1,7950.1%
Salesforce Inc—$218.9K1,1310.1%
NORFOLK SOUTHERN CORP—$206.2K6540.1%
CHEVRON CORP—$205.4K1,1270.1%
← PrevPage 2 of 2Next →