Ritter Daniher Financial Advisory LLC / DE
Latest statistics and disclosures from Ritter Daniher Financial Advisory LLC / DE's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, DGRO, IEFA, IJH, AVEM, and represent 54.80% of Ritter Daniher Financial Advisory LLC / DE's stock portfolio.
- Added to shares of these 10 stocks: PYLD, AVIV, CTAS, JAVA, TGRW, IEFA, IJH, BP, AVGO, AVEM.
- Started 18 new stock positions in XAR, ICLR, CMCSA, RSP, JPST, FELC, IOO, AVUV, PYLD, IYE. SPSM, SPYG, SPDW, JPIN, SPYV, PPA, SPEM, CMG.
- Reduced shares in these 10 stocks: JMST, JEPI, IVV, PG, MSFT, AAPL, LIT, AMZN, BIV, KR.
- Sold out of its positions in CRWD, DHR, HRL, IVT, TIP, LDUR, SHM, BIV, BND, VBR.
- Ritter Daniher Financial Advisory LLC / DE was a net buyer of stock by $13M.
- Ritter Daniher Financial Advisory LLC / DE has $344M in assets under management (AUM), dropping by 9.66%.
- Central Index Key (CIK): 0001936603
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Portfolio Holdings for Ritter Daniher Financial Advisory LLC / DE
Ritter Daniher Financial Advisory LLC / DE holds 317 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 21.7 | $75M | 129k | 576.82 |
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| Ishares Tr Core Div Grwth (DGRO) | 9.7 | $33M | 531k | 62.69 |
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| Ishares Tr Core Msci Eafe (IEFA) | 8.6 | $30M | +2% | 378k | 78.05 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 8.2 | $28M | +2% | 455k | 62.32 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 6.7 | $23M | 355k | 64.60 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 6.1 | $21M | 178k | 116.96 |
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| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 4.5 | $15M | +12% | 240k | 64.07 |
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| Procter & Gamble Company (PG) | 3.4 | $12M | -2% | 68k | 173.20 |
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| Apple (AAPL) | 2.5 | $8.8M | 38k | 233.00 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 2.5 | $8.6M | -5% | 144k | 59.51 |
|
| LCNB (LCNB) | 2.4 | $8.4M | 559k | 15.07 |
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| T Rowe Price Etf Price Grw Stock (TGRW) | 2.3 | $8.0M | +10% | 213k | 37.67 |
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| American Centy Etf Tr International Lr (AVIV) | 1.7 | $5.8M | +111% | 103k | 56.14 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $4.1M | 20k | 210.86 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 1.1 | $3.9M | NEW | 145k | 26.65 |
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| Cintas Corporation (CTAS) | 1.0 | $3.5M | +282% | 17k | 205.88 |
|
| Amazon (AMZN) | 0.8 | $2.8M | -4% | 15k | 186.33 |
|
| Microsoft Corporation (MSFT) | 0.8 | $2.7M | -7% | 6.2k | 430.32 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.5 | $1.8M | +5% | 20k | 91.93 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.5 | $1.7M | 13k | 123.62 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.5 | $1.6M | 14k | 117.29 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.5M | 9.0k | 165.85 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.4 | $1.4M | 10k | 139.49 |
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| Costco Wholesale Corporation (COST) | 0.4 | $1.3M | 1.5k | 886.34 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $1.2M | 13k | 88.14 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.3 | $1.2M | 11k | 105.67 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $1.1M | 12k | 95.75 |
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| Nextera Energy (NEE) | 0.3 | $1.1M | 13k | 84.53 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.3 | $1.1M | +2% | 9.8k | 107.66 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.0M | 1.9k | 527.67 |
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| NVIDIA Corporation (NVDA) | 0.3 | $1.0M | +12% | 8.3k | 121.44 |
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| Eli Lilly & Co. (LLY) | 0.3 | $996k | 1.1k | 885.95 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $994k | 15k | 67.85 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $976k | 4.9k | 198.06 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $975k | +3% | 9.1k | 107.65 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $941k | 11k | 83.63 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.3 | $889k | 8.2k | 108.18 |
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| Tesla Motors (TSLA) | 0.2 | $767k | 2.9k | 261.63 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $748k | -5% | 6.4k | 117.22 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $733k | 14k | 52.81 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $729k | 4.4k | 167.19 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $716k | 3.2k | 220.89 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $637k | 1.1k | 573.76 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $613k | 3.1k | 197.17 |
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| Lincoln Electric Holdings (LECO) | 0.2 | $557k | 2.9k | 192.02 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $544k | -2% | 2.2k | 243.06 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $492k | 2.8k | 177.36 |
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| BP Sponsored Adr (BP) | 0.1 | $487k | +7661% | 16k | 31.39 |
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| Anthem (ELV) | 0.1 | $479k | 922.00 | 520.00 |
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| Fifth Third Ban (FITB) | 0.1 | $468k | -8% | 11k | 42.84 |
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| Broadcom (AVGO) | 0.1 | $457k | +900% | 2.7k | 172.50 |
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| Pfizer (PFE) | 0.1 | $449k | 16k | 28.94 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $439k | 3.3k | 135.07 |
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| UnitedHealth (UNH) | 0.1 | $434k | 743.00 | 584.69 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $429k | 8.4k | 51.12 |
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| Chevron Corporation (CVX) | 0.1 | $427k | -10% | 2.9k | 147.27 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $425k | -4% | 1.5k | 283.16 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $420k | -55% | 8.2k | 50.94 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $398k | +5% | 6.9k | 57.53 |
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| Pepsi (PEP) | 0.1 | $351k | 2.1k | 170.05 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $350k | 1.8k | 189.80 |
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| Coca-Cola Company (KO) | 0.1 | $349k | 4.9k | 71.86 |
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| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.1 | $346k | 14k | 25.39 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $326k | 3.0k | 108.79 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $316k | 2.5k | 125.62 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.1 | $311k | 4.4k | 70.54 |
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| Bristol Myers Squibb (BMY) | 0.1 | $311k | 6.0k | 51.74 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $308k | 2.7k | 115.28 |
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| Kroger (KR) | 0.1 | $306k | -17% | 5.3k | 57.30 |
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| Norfolk Southern (NSC) | 0.1 | $298k | 1.2k | 248.50 |
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| Home Depot (HD) | 0.1 | $280k | 690.00 | 405.20 |
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| Meta Platforms Cl A (META) | 0.1 | $269k | 470.00 | 572.44 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $263k | 2.0k | 132.25 |
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| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.1 | $253k | 4.2k | 60.20 |
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| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.1 | $249k | 2.5k | 101.42 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $241k | 871.00 | 276.76 |
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| Quanta Services (PWR) | 0.1 | $239k | 803.00 | 298.15 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $234k | 1.9k | 121.16 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $223k | 453.00 | 491.27 |
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| International Business Machines (IBM) | 0.1 | $217k | 980.00 | 221.13 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $201k | 535.00 | 375.38 |
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| Bank of America Corporation (BAC) | 0.1 | $195k | 4.9k | 39.68 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $192k | 1.1k | 173.67 |
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| Us Bancorp Del Com New (USB) | 0.1 | $188k | 4.1k | 45.73 |
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| Cava Group Ord (CAVA) | 0.1 | $186k | 1.5k | 123.85 |
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| PNC Financial Services (PNC) | 0.1 | $184k | +31% | 995.00 | 184.85 |
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| The Trade Desk Com Cl A (TTD) | 0.1 | $178k | 1.6k | 109.65 |
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| Uber Technologies (UBER) | 0.0 | $169k | 2.3k | 75.16 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $168k | 3.4k | 49.31 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $165k | 1.1k | 153.11 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $163k | 4.0k | 41.12 |
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| Ishares Tr MRGSTR SM CP GR (ISCG) | 0.0 | $162k | 3.3k | 48.96 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $159k | 3.5k | 45.86 |
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| Advanced Micro Devices (AMD) | 0.0 | $158k | 964.00 | 164.08 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $152k | 326.00 | 465.08 |
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| CSX Corporation (CSX) | 0.0 | $150k | 4.4k | 34.53 |
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| Abbvie (ABBV) | 0.0 | $150k | 758.00 | 197.48 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $144k | 1.7k | 83.09 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $143k | 1.2k | 119.55 |
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| Icon SHS (ICLR) | 0.0 | $142k | NEW | 495.00 | 287.31 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $142k | 435.00 | 326.73 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $132k | +2283% | 3.0k | 44.67 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $131k | 1.3k | 101.27 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $128k | 1.8k | 70.67 |
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| Netflix (NFLX) | 0.0 | $127k | 179.00 | 709.34 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $120k | 1.5k | 78.69 |
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| Lululemon Athletica (LULU) | 0.0 | $119k | 439.00 | 271.35 |
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| Gartner (IT) | 0.0 | $119k | 234.00 | 506.76 |
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| Wal-Mart Stores (WMT) | 0.0 | $119k | 1.5k | 80.75 |
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| Johnson & Johnson (JNJ) | 0.0 | $112k | 692.00 | 162.06 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $111k | 224.00 | 493.80 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $108k | 1.2k | 87.81 |
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| United Rentals (URI) | 0.0 | $101k | 125.00 | 809.74 |
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| O'reilly Automotive (ORLY) | 0.0 | $99k | 86.00 | 1151.60 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $97k | 367.00 | 263.29 |
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| Organon & Co Common Stock (OGN) | 0.0 | $96k | 5.0k | 19.13 |
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| Fidelity Covington Trust Enhanced Large (FELC) | 0.0 | $91k | NEW | 2.8k | 32.09 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $87k | 1.7k | 51.50 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $87k | +100% | 498.00 | 174.57 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $87k | +10% | 226.00 | 383.96 |
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| American Express Company (AXP) | 0.0 | $80k | 293.00 | 271.20 |
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| Intel Corporation (INTC) | 0.0 | $79k | -8% | 3.4k | 23.46 |
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| McKesson Corporation (MCK) | 0.0 | $79k | 159.00 | 494.42 |
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| Leidos Holdings (LDOS) | 0.0 | $78k | 476.00 | 163.00 |
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| Deckers Outdoor Corporation (DECK) | 0.0 | $78k | +500% | 486.00 | 159.45 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $77k | 5.2k | 14.70 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $74k | 576.00 | 128.20 |
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| Visa Com Cl A (V) | 0.0 | $73k | 264.00 | 274.95 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $72k | 138.00 | 517.78 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $71k | +75% | 146.00 | 487.69 |
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| Canadian Natl Ry (CNI) | 0.0 | $70k | 600.00 | 117.15 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $69k | 111.00 | 618.58 |
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| ConocoPhillips (COP) | 0.0 | $68k | 650.00 | 105.28 |
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| Hp (HPQ) | 0.0 | $68k | 1.9k | 35.87 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $68k | 278.00 | 243.47 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $67k | 2.5k | 27.01 |
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| Comerica Incorporated (CMA) | 0.0 | $67k | 1.1k | 59.91 |
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| McDonald's Corporation (MCD) | 0.0 | $66k | 216.00 | 304.51 |
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| Starbucks Corporation (SBUX) | 0.0 | $65k | 671.00 | 97.49 |
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| Dupont De Nemours (DD) | 0.0 | $65k | 730.00 | 89.11 |
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| Lowe's Companies (LOW) | 0.0 | $60k | 223.00 | 270.85 |
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| Nucor Corporation (NUE) | 0.0 | $60k | 400.00 | 150.34 |
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| Automatic Data Processing (ADP) | 0.0 | $60k | 216.00 | 276.73 |
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| Illinois Tool Works (ITW) | 0.0 | $60k | 227.00 | 262.07 |
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| Deere & Company (DE) | 0.0 | $59k | 141.00 | 417.33 |
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| Cincinnati Financial Corporation (CINF) | 0.0 | $59k | 430.00 | 136.12 |
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| ON Semiconductor (ON) | 0.0 | $57k | 780.00 | 72.61 |
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| Blackrock Mun Target Term Tr Com Shs Ben In (BTT) | 0.0 | $55k | 2.6k | 21.62 |
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| American Electric Power Company (AEP) | 0.0 | $54k | 528.00 | 102.60 |
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| Merck & Co (MRK) | 0.0 | $54k | 477.00 | 113.56 |
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| Draftkings Com Cl A (DKNG) | 0.0 | $54k | 1.4k | 39.20 |
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| Ge Aerospace Com New (GE) | 0.0 | $54k | 284.00 | 188.82 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $53k | NEW | 925.00 | 57.62 |
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| Cheniere Energy Com New (LNG) | 0.0 | $53k | 294.00 | 179.84 |
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| Axon Enterprise (AXON) | 0.0 | $52k | 130.00 | 399.60 |
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| Enbridge (ENB) | 0.0 | $51k | 1.2k | 40.61 |
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| Prudential Financial (PRU) | 0.0 | $50k | 412.00 | 121.10 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $50k | -45% | 600.00 | 83.15 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $49k | NEW | 1.1k | 46.34 |
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| Tractor Supply Company (TSCO) | 0.0 | $48k | 164.00 | 290.93 |
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| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.0 | $47k | 410.00 | 114.63 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $46k | -36% | 832.00 | 55.63 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $46k | -30% | 147.00 | 314.39 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $46k | 175.00 | 263.83 |
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| Arista Networks (ANET) | 0.0 | $46k | 120.00 | 383.82 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $46k | NEW | 1.1k | 41.77 |
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| Worthington Industries (WOR) | 0.0 | $44k | 1.1k | 41.44 |
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| Smucker J M Com New (SJM) | 0.0 | $44k | 365.00 | 121.10 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $44k | +47% | 1.2k | 37.20 |
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| Walt Disney Company (DIS) | 0.0 | $43k | 447.00 | 96.15 |
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| Corteva (CTVA) | 0.0 | $43k | 729.00 | 58.79 |
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| Sempra Energy (SRE) | 0.0 | $42k | 500.00 | 83.63 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $42k | 350.00 | 119.07 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $41k | 39.00 | 1051.26 |
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| Oracle Corporation (ORCL) | 0.0 | $40k | 235.00 | 170.40 |
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| Dow (DOW) | 0.0 | $40k | 727.00 | 54.63 |
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| Worthington Stl Com Shs (WS) | 0.0 | $39k | 1.2k | 34.01 |
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| Hewlett Packard Enterprise (HPE) | 0.0 | $39k | 1.9k | 20.46 |
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| Servicenow (NOW) | 0.0 | $39k | 43.00 | 894.40 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $36k | 43.00 | 833.26 |
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| Target Corporation (TGT) | 0.0 | $35k | 225.00 | 155.86 |
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| Western Digital (WDC) | 0.0 | $34k | 500.00 | 68.29 |
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| Super Micro Computer (SMCI) | 0.0 | $34k | +95% | 82.00 | 416.40 |
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| Southern Company (SO) | 0.0 | $32k | 350.00 | 90.18 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $32k | -28% | 89.00 | 353.48 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $31k | -50% | 387.00 | 80.37 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $31k | -5% | 297.00 | 104.18 |
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| At&t (T) | 0.0 | $29k | +169% | 1.3k | 22.00 |
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| Humana (HUM) | 0.0 | $29k | 90.00 | 316.74 |
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| Alcoa (AA) | 0.0 | $28k | 733.00 | 38.58 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $28k | 377.00 | 73.67 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $28k | 325.00 | 84.53 |
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| Old Republic International Corporation (ORI) | 0.0 | $27k | 750.00 | 35.42 |
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| Consolidated Edison (ED) | 0.0 | $26k | 250.00 | 104.13 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $26k | 400.00 | 65.00 |
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| American Financial (AFG) | 0.0 | $26k | 192.00 | 134.91 |
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| Amgen (AMGN) | 0.0 | $25k | 77.00 | 324.00 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $25k | 233.00 | 106.12 |
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| Zimmer Holdings (ZBH) | 0.0 | $24k | 224.00 | 107.95 |
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| Abbott Laboratories (ABT) | 0.0 | $23k | 205.00 | 114.01 |
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| Nike CL B (NKE) | 0.0 | $23k | 263.00 | 88.40 |
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| 3M Company (MMM) | 0.0 | $23k | 167.00 | 136.70 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $22k | 247.00 | 88.28 |
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| Invesco Exchange Traded Fd T Pharmaceuticals (PJP) | 0.0 | $22k | 250.00 | 86.97 |
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| Copart (CPRT) | 0.0 | $21k | 392.00 | 52.40 |
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| Union Pacific Corporation (UNP) | 0.0 | $20k | 81.00 | 246.48 |
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| Cigna Corp (CI) | 0.0 | $19k | 55.00 | 346.45 |
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|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $19k | 300.00 | 63.00 |
|
|
| Wp Carey (WPC) | 0.0 | $18k | -46% | 293.00 | 62.30 |
|
| Aon Shs Cl A (AON) | 0.0 | $18k | 52.00 | 346.00 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $18k | -35% | 65.00 | 271.03 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $18k | NEW | 98.00 | 178.80 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $17k | 184.00 | 91.32 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $17k | 109.00 | 154.03 |
|
|
| Ishares Tr Us Consum Discre (IYC) | 0.0 | $17k | 190.00 | 87.94 |
|
|
| Clorox Company (CLX) | 0.0 | $16k | 100.00 | 162.91 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $16k | 200.00 | 80.49 |
|
|
| Ge Vernova (GEV) | 0.0 | $15k | 60.00 | 254.98 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $15k | 109.00 | 139.69 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $15k | 100.00 | 149.64 |
|
|
| Gladstone Ld (LAND) | 0.0 | $15k | 1.1k | 13.90 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $15k | 180.00 | 80.78 |
|
|
| Medtronic SHS (MDT) | 0.0 | $14k | 153.00 | 90.03 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $14k | 100.00 | 136.34 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $13k | 125.00 | 104.24 |
|
|
| Rbc Cad (RY) | 0.0 | $13k | 100.00 | 124.73 |
|
|
| Waste Management (WM) | 0.0 | $13k | 60.00 | 207.60 |
|
|
| Cibc Cad (CM) | 0.0 | $12k | 200.00 | 61.34 |
|
|
| Verizon Communications (VZ) | 0.0 | $11k | 252.00 | 44.91 |
|
|
| Global X Fds Renewable Energy (RNRG) | 0.0 | $11k | 1.1k | 10.63 |
|
|
| Cisco Systems (CSCO) | 0.0 | $11k | -45% | 200.00 | 53.22 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $11k | 65.00 | 162.77 |
|
|
| Honeywell International (HON) | 0.0 | $10k | 50.00 | 206.72 |
|
|
| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $10k | -92% | 237.00 | 43.59 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $10k | 45.00 | 223.11 |
|
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $9.9k | NEW | 86.00 | 115.17 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $9.9k | -2% | 339.00 | 29.18 |
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $9.8k | 110.00 | 89.37 |
|
|
| Cummins (CMI) | 0.0 | $9.7k | 30.00 | 323.80 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $9.6k | 76.00 | 125.96 |
|
|
| Prologis (PLD) | 0.0 | $9.3k | 74.00 | 126.28 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $9.0k | 160.00 | 56.49 |
|
|
| DTE Energy Company (DTE) | 0.0 | $9.0k | 70.00 | 127.99 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $8.7k | +29% | 213.00 | 40.63 |
|
| Principal Financial (PFG) | 0.0 | $8.6k | -14% | 100.00 | 85.90 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $8.2k | 162.00 | 50.83 |
|
|
| Lam Research Corporation (LRCX) | 0.0 | $8.2k | 10.00 | 816.10 |
|
|
| Ishares Msci Aust Etf (EWA) | 0.0 | $8.1k | 300.00 | 27.11 |
|
|
| Micron Technology (MU) | 0.0 | $7.8k | +50% | 75.00 | 103.72 |
|
| Ishares Tr Exponential Tech (XT) | 0.0 | $7.6k | 125.00 | 60.88 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $7.5k | 80.00 | 93.89 |
|
|
| Keurig Dr Pepper (KDP) | 0.0 | $7.5k | 200.00 | 37.48 |
|
|
| Evergy (EVRG) | 0.0 | $7.4k | 119.00 | 62.02 |
|
|
| American Water Works (AWK) | 0.0 | $7.3k | 50.00 | 146.24 |
|
|
| Entergy Corporation (ETR) | 0.0 | $7.2k | 55.00 | 131.62 |
|
|
| Global X Fds Solar Etf (RAYS) | 0.0 | $6.6k | 581.00 | 11.40 |
|
|
| Chemours (CC) | 0.0 | $6.6k | 325.00 | 20.32 |
|
|
| First Bancshares (FBMS) | 0.0 | $6.5k | 202.00 | 32.13 |
|
|
| Global X Fds Fintech Etf (FINX) | 0.0 | $6.4k | 230.00 | 28.02 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $5.5k | 39.00 | 142.05 |
|
|
| J P Morgan Exchange Traded F U S Tech Leaders (JTEK) | 0.0 | $5.5k | 80.00 | 68.67 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $5.1k | 276.00 | 18.48 |
|
|
| Texas Roadhouse (TXRH) | 0.0 | $4.9k | +3% | 28.00 | 173.96 |
|
| Invesco Db Commdy Indx Trck Unit (DBC) | 0.0 | $4.5k | 200.00 | 22.27 |
|
|
| Marvell Technology (MRVL) | 0.0 | $4.2k | 59.00 | 71.80 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $4.2k | 18.00 | 230.61 |
|
|
| Mattel (MAT) | 0.0 | $3.8k | 197.00 | 19.05 |
|
|
| Dominion Resources (D) | 0.0 | $3.6k | 62.00 | 57.79 |
|
|
| Ford Motor Company (F) | 0.0 | $3.4k | 324.00 | 10.55 |
|
|
| Dxc Technology (DXC) | 0.0 | $3.4k | 162.00 | 20.75 |
|
|
| Global X Fds Clean Wtr Etf (AQWA) | 0.0 | $3.3k | 177.00 | 18.51 |
|
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $2.9k | 41.00 | 69.73 |
|
|
| salesforce (CRM) | 0.0 | $2.7k | 10.00 | 273.80 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $2.7k | -60% | 200.00 | 13.65 |
|
| Dt Midstream Common Stock (DTM) | 0.0 | $2.7k | 34.00 | 78.68 |
|
|
| Lamb Weston Hldgs (LW) | 0.0 | $2.7k | 41.00 | 64.76 |
|
|
| Marathon Oil Corporation (MRO) | 0.0 | $2.6k | 98.00 | 26.63 |
|
|
| Spdr Ser Tr Aerospace Def (XAR) | 0.0 | $2.5k | NEW | 16.00 | 153.81 |
|
| Boston Beer Cl A (SAM) | 0.0 | $2.3k | 8.00 | 289.25 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $2.2k | 200.00 | 11.22 |
|
|
| Global X Fds Global X Uranium (URA) | 0.0 | $2.2k | 76.00 | 28.62 |
|
|
| J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) | 0.0 | $2.0k | NEW | 34.00 | 60.09 |
|
| Babcock & Wilcox Enterpr (BW) | 0.0 | $2.0k | 1.0k | 2.04 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $1.8k | NEW | 34.00 | 52.88 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $1.5k | NEW | 34.00 | 45.53 |
|
| Chewy Cl A (CHWY) | 0.0 | $1.5k | 50.00 | 29.30 |
|
|
| SYNNEX Corporation (SNX) | 0.0 | $1.4k | 12.00 | 120.08 |
|
|
| Global X Fds Thmatc Gwt Etf (GXTG) | 0.0 | $1.4k | 55.00 | 25.44 |
|
|
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $1.3k | 51.00 | 25.61 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $1.3k | NEW | 34.00 | 37.59 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $1.2k | NEW | 13.00 | 96.00 |
|
| Intuit (INTU) | 0.0 | $1.2k | 2.00 | 621.00 |
|
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $1.2k | 26.00 | 47.54 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.1k | 23.00 | 47.87 |
|
|
| Callaway Golf Company (MODG) | 0.0 | $1.1k | 100.00 | 10.98 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $991.000800 | NEW | 24.00 | 41.29 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $990.000000 | 120.00 | 8.25 |
|
|
| ACADIA Pharmaceuticals (ACAD) | 0.0 | $969.003000 | 63.00 | 15.38 |
|
|
| Global X Fds Genomic Biotech (GNOM) | 0.0 | $889.002800 | 79.00 | 11.25 |
|
|
| Inotiv (NOTV) | 0.0 | $850.000000 | 500.00 | 1.70 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $815.000000 | 5.00 | 163.00 |
|
|
| Viatris (VTRS) | 0.0 | $789.996800 | 68.00 | 11.62 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $781.000000 | 10.00 | 78.10 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $762.000000 | NEW | 15.00 | 50.80 |
|
| Concentrix Corp (CNXC) | 0.0 | $615.000000 | 12.00 | 51.25 |
|
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.0 | $561.999600 | 12.00 | 46.83 |
|
|
| NET Lease Office Properties (NLOP) | 0.0 | $552.000600 | 18.00 | 30.67 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $546.000000 | 3.00 | 182.00 |
|
|
| Ishares Tr Us Telecom Etf (IYZ) | 0.0 | $429.999700 | 17.00 | 25.29 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $400.000200 | +200% | 6.00 | 66.67 |
|
| Zimvie (ZIMV) | 0.0 | $350.000200 | 22.00 | 15.91 |
|
|
| Ishares Tr Global 100 Etf (IOO) | 0.0 | $297.999900 | NEW | 3.00 | 99.33 |
|
| Gamestop Corp Cl A (GME) | 0.0 | $276.000000 | 12.00 | 23.00 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $166.000000 | NEW | 2.00 | 83.00 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $115.000000 | 2.00 | 57.50 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $0 | 0 | 0.00 |
|
|
| Moderna (MRNA) | 0.0 | $0 | 0 | 0.00 |
|
Past Filings by Ritter Daniher Financial Advisory LLC / DE
SEC 13F filings are viewable for Ritter Daniher Financial Advisory LLC / DE going back to 2022
- Ritter Daniher Financial Advisory LLC / DE 2024 Q3 filed Nov. 7, 2024
- Ritter Daniher Financial Advisory LLC / DE 2024 Q2 filed Aug. 12, 2024
- Ritter Daniher Financial Advisory LLC / DE 2024 Q1 filed May 13, 2024
- Ritter Daniher Financial Advisory LLC / DE 2023 Q4 filed Feb. 9, 2024
- Ritter Daniher Financial Advisory LLC / DE 2023 Q3 filed Nov. 9, 2023
- Ritter Daniher Financial Advisory LLC / DE 2023 Q2 filed Aug. 10, 2023
- Ritter Daniher Financial Advisory LLC / DE 2023 Q1 filed May 11, 2023
- Ritter Daniher Financial Advisory LLC / DE 2022 Q4 filed Feb. 10, 2023
- Ritter Daniher Financial Advisory LLC / DE 2022 Q3 filed Nov. 9, 2022
- Ritter Daniher Financial Advisory LLC / DE 2022 Q2 filed Aug. 11, 2022