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 58.67% of Ritter Daniher Financial Advisory LLC / DE's stock portfolio.
- Added to shares of these 10 stocks: IJR, IEFA, IJH, JEPI, IVV, DGRO, JAVA, AVEM, IJJ, TGRW.
- Started 27 new stock positions in DKNG, LMT, VTEB, IWV, NOC, VTES, ACWI, AJG, POWW, LAC.
- Reduced shares in these 10 stocks: JMST, LDUR, JHMM, DFUV, EFV, VEA, SPHB, SGOV, EFG, DFAS.
- Sold out of its positions in Activision Blizzard, FRDM, BW, COIN, Crestwood Equity Partners master ltd part, DFAS, DFUV, FICO, DRIV, PAVE.
- Ritter Daniher Financial Advisory LLC / DE was a net buyer of stock by $9.4M.
- Ritter Daniher Financial Advisory LLC / DE has $270M in assets under management (AUM), dropping by 13.86%.
- Central Index Key (CIK): 0001936603
Tip: Access up to 7 years of quarterly data
Positions held by Ritter Daniher Financial Advisory LLC / DE consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Ritter Daniher Financial Advisory LLC / DE
Ritter Daniher Financial Advisory LLC / DE holds 347 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 23.1 | $62M | 130k | 477.63 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 10.4 | $28M | +3% | 521k | 53.82 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 9.2 | $25M | +6% | 353k | 70.35 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 9.0 | $24M | +6% | 88k | 277.15 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 7.0 | $19M | +4% | 334k | 56.39 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 6.8 | $18M | +9% | 170k | 108.25 |
|
| Procter & Gamble Company (PG) | 4.0 | $11M | 73k | 146.54 |
|
|
| LCNB (LCNB) | 3.3 | $8.9M | 561k | 15.77 |
|
|
| Apple (AAPL) | 2.8 | $7.4M | 39k | 192.53 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 2.6 | $7.1M | +23% | 130k | 54.98 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $3.3M | +7% | 20k | 170.10 |
|
| Cintas Corporation (CTAS) | 1.1 | $2.9M | 4.7k | 602.66 |
|
|
| Microsoft Corporation (MSFT) | 0.9 | $2.5M | -3% | 6.7k | 376.05 |
|
| Amazon (AMZN) | 0.9 | $2.4M | -3% | 16k | 151.94 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.6 | $1.5M | -46% | 30k | 50.74 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.5 | $1.4M | 14k | 104.46 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.5 | $1.4M | +100% | 12k | 114.04 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $1.2M | +76% | 15k | 79.22 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.4 | $1.2M | +50% | 9.2k | 125.14 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.1M | -5% | 8.1k | 139.69 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $1.1M | +9% | 14k | 77.73 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $1.1M | 1.7k | 659.91 |
|
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.4 | $1.0M | 11k | 93.97 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.4 | $968k | +44% | 9.4k | 103.07 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $934k | +20% | 12k | 75.10 |
|
| T Rowe Price Etf Price Grw Stock (TGRW) | 0.3 | $927k | +156% | 30k | 30.63 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $889k | -4% | 2.0k | 436.80 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $875k | -2% | 12k | 75.35 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $869k | -7% | 5.1k | 170.40 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $867k | -11% | 9.0k | 96.85 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $859k | -5% | 15k | 56.40 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.3 | $814k | 8.2k | 99.19 |
|
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.3 | $796k | NEW | 14k | 55.62 |
|
| American Centy Etf Tr International Lr (AVIV) | 0.3 | $784k | 15k | 51.48 |
|
|
| Nextera Energy (NEE) | 0.3 | $757k | -5% | 13k | 60.74 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $684k | 6.8k | 99.98 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $673k | -15% | 14k | 47.90 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $652k | 1.1k | 582.92 |
|
|
| Tesla Motors (TSLA) | 0.2 | $642k | -13% | 2.6k | 248.48 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $640k | +5% | 3.2k | 200.71 |
|
| Lincoln Electric Holdings (LECO) | 0.2 | $631k | 2.9k | 217.46 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $616k | 4.4k | 140.93 |
|
|
| Chevron Corporation (CVX) | 0.2 | $598k | 4.0k | 149.16 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $579k | 3.3k | 173.89 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $553k | -19% | 11k | 52.10 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $539k | -15% | 1.1k | 475.31 |
|
| Pfizer (PFE) | 0.2 | $503k | -9% | 18k | 28.79 |
|
| Kroger (KR) | 0.2 | $454k | 9.9k | 45.71 |
|
|
| Anthem (ELV) | 0.2 | $444k | +366% | 942.00 | 471.56 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $429k | NEW | 8.4k | 51.05 |
|
| UnitedHealth (UNH) | 0.2 | $420k | -2% | 797.00 | 526.48 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $415k | -9% | 1.7k | 237.22 |
|
| Pepsi (PEP) | 0.1 | $401k | 2.4k | 169.84 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $399k | 2.1k | 191.17 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $385k | +206% | 3.3k | 117.22 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $371k | -8% | 2.9k | 129.49 |
|
| Fifth Third Ban (FITB) | 0.1 | $361k | 11k | 34.49 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $313k | 6.1k | 51.31 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $304k | +3% | 1.8k | 165.25 |
|
| NVIDIA Corporation (NVDA) | 0.1 | $290k | -7% | 586.00 | 495.23 |
|
| Coca-Cola Company (KO) | 0.1 | $288k | -3% | 4.9k | 58.93 |
|
| Norfolk Southern (NSC) | 0.1 | $284k | 1.2k | 236.38 |
|
|
| Broadcom (AVGO) | 0.1 | $279k | 250.00 | 1116.25 |
|
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $273k | 3.0k | 91.05 |
|
|
| Vaneck Merk Gold Tr Gold Trust (OUNZ) | 0.1 | $272k | 14k | 19.96 |
|
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.1 | $269k | 4.4k | 60.86 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $259k | 2.7k | 97.05 |
|
|
| Home Depot (HD) | 0.1 | $259k | -5% | 746.00 | 346.55 |
|
| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.1 | $249k | NEW | 2.5k | 101.41 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $244k | +2% | 2.3k | 105.25 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $231k | 2.0k | 116.29 |
|
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.1 | $227k | -79% | 2.4k | 94.77 |
|
| Lululemon Athletica (LULU) | 0.1 | $225k | -12% | 439.00 | 511.29 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.1 | $221k | -48% | 4.2k | 52.66 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $198k | -16% | 4.6k | 43.28 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $175k | -20% | 2.1k | 84.14 |
|
| Quanta Services (PWR) | 0.1 | $173k | -8% | 803.00 | 215.80 |
|
| Netflix (NFLX) | 0.1 | $173k | -12% | 355.00 | 486.90 |
|
| At&t (T) | 0.1 | $172k | 10k | 16.78 |
|
|
| Global X Fds Lithium Btry Etf (LIT) | 0.1 | $167k | -23% | 3.3k | 50.94 |
|
| Meta Platforms Cl A (META) | 0.1 | $166k | 470.00 | 353.96 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $164k | -10% | 404.00 | 406.89 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $162k | +3% | 535.00 | 303.17 |
|
| Intel Corporation (INTC) | 0.1 | $162k | 3.2k | 50.25 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $162k | NEW | 3.4k | 47.49 |
|
| International Business Machines (IBM) | 0.1 | $160k | 980.00 | 163.58 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $157k | 1.0k | 156.74 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $153k | 4.6k | 33.67 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $153k | -22% | 453.00 | 337.36 |
|
| CSX Corporation (CSX) | 0.1 | $151k | 4.4k | 34.67 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $150k | 505.00 | 296.51 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $148k | 4.0k | 36.96 |
|
|
| Ishares Tr MRGSTR SM CP GR (ISCG) | 0.1 | $140k | NEW | 3.2k | 44.00 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $140k | 3.5k | 40.21 |
|
|
| Uber Technologies (UBER) | 0.1 | $139k | +287% | 2.3k | 61.57 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $138k | -18% | 1.1k | 130.90 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $132k | 1.8k | 75.32 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $130k | -13% | 1.8k | 71.96 |
|
| ON Semiconductor (ON) | 0.0 | $128k | 1.5k | 83.53 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $127k | -30% | 1.3k | 99.25 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $123k | -8% | 206.00 | 596.60 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $122k | NEW | 1.2k | 101.77 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $121k | 2.0k | 59.72 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $119k | NEW | 435.00 | 273.74 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $118k | 1.5k | 77.02 |
|
|
| Abbvie (ABBV) | 0.0 | $118k | 758.00 | 154.97 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $117k | -14% | 2.3k | 50.23 |
|
| PNC Financial Services (PNC) | 0.0 | $117k | 757.00 | 154.85 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $117k | 1.7k | 69.34 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $115k | -21% | 121.00 | 950.08 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $115k | 1.1k | 104.00 |
|
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $113k | NEW | 1.8k | 62.49 |
|
| Gartner (IT) | 0.0 | $106k | -9% | 234.00 | 451.11 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $99k | 283.00 | 350.91 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $96k | -32% | 224.00 | 426.51 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $92k | 1.9k | 47.24 |
|
|
| Walt Disney Company (DIS) | 0.0 | $86k | 948.00 | 90.30 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $83k | +114% | 1.7k | 49.94 |
|
| Wal-Mart Stores (WMT) | 0.0 | $80k | 506.00 | 157.65 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $80k | -20% | 356.00 | 223.39 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $79k | 1.5k | 52.33 |
|
|
| ConocoPhillips (COP) | 0.0 | $75k | 650.00 | 116.07 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $75k | 600.00 | 125.63 |
|
|
| McKesson Corporation (MCK) | 0.0 | $74k | -8% | 159.00 | 462.98 |
|
| Organon & Co Common Stock (OGN) | 0.0 | $72k | NEW | 5.0k | 14.42 |
|
| United Rentals (URI) | 0.0 | $72k | 125.00 | 573.42 |
|
|
| Nucor Corporation (NUE) | 0.0 | $70k | 400.00 | 174.04 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $67k | NEW | 604.00 | 111.63 |
|
| Starbucks Corporation (SBUX) | 0.0 | $67k | 693.00 | 96.01 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $66k | 5.2k | 12.72 |
|
|
| Worthington Industries (WOR) | 0.0 | $66k | 1.2k | 57.54 |
|
|
| Cava Group Ord (CAVA) | 0.0 | $65k | NEW | 1.5k | 42.98 |
|
| Kla Corp Com New (KLAC) | 0.0 | $64k | -45% | 110.00 | 581.30 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $63k | 773.00 | 82.04 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $62k | -7% | 237.00 | 262.26 |
|
| Comerica Incorporated (CMA) | 0.0 | $62k | 1.1k | 55.81 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $60k | 2.5k | 24.42 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $59k | 111.00 | 530.79 |
|
|
| Hp (HPQ) | 0.0 | $57k | 1.9k | 30.09 |
|
|
| Deere & Company (DE) | 0.0 | $56k | -18% | 141.00 | 399.87 |
|
| Dupont De Nemours (DD) | 0.0 | $56k | -6% | 730.00 | 76.93 |
|
| American Express Company (AXP) | 0.0 | $55k | -9% | 293.00 | 187.34 |
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $54k | 81.00 | 668.43 |
|
|
| Merck & Co (MRK) | 0.0 | $54k | 492.00 | 109.02 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $53k | -9% | 246.00 | 215.03 |
|
| Blackrock Mun Target Term Tr Com Shs Ben In (BTT) | 0.0 | $52k | NEW | 2.5k | 20.80 |
|
| Leidos Holdings (LDOS) | 0.0 | $52k | 476.00 | 108.24 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $52k | 221.00 | 232.97 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $51k | 58.00 | 878.29 |
|
|
| Cheniere Energy Com New (LNG) | 0.0 | $50k | 294.00 | 170.71 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $49k | 185.00 | 261.94 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $48k | -32% | 64.00 | 756.92 |
|
| Draftkings Com Cl A (DKNG) | 0.0 | $48k | NEW | 1.4k | 35.25 |
|
| Smucker J M Com New (SJM) | 0.0 | $47k | 371.00 | 126.38 |
|
|
| Visa Com Cl A (V) | 0.0 | $47k | 179.00 | 260.35 |
|
|
| Enbridge (ENB) | 0.0 | $45k | 1.2k | 36.02 |
|
|
| Sempra Energy (SRE) | 0.0 | $45k | -33% | 600.00 | 74.73 |
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $45k | 430.00 | 103.46 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $44k | -66% | 108.00 | 409.53 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $44k | 200.00 | 219.57 |
|
|
| American Electric Power Company (AEP) | 0.0 | $43k | +340% | 528.00 | 81.22 |
|
| Prudential Financial (PRU) | 0.0 | $43k | 412.00 | 103.71 |
|
|
| Humana (HUM) | 0.0 | $41k | 90.00 | 457.81 |
|
|
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.0 | $40k | 410.00 | 98.23 |
|
|
| Dow (DOW) | 0.0 | $40k | -6% | 727.00 | 54.84 |
|
| Linde SHS (LIN) | 0.0 | $37k | -29% | 90.00 | 410.71 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $36k | 350.00 | 103.45 |
|
|
| Wp Carey (WPC) | 0.0 | $35k | 543.00 | 64.81 |
|
|
| Corteva (CTVA) | 0.0 | $35k | -6% | 729.00 | 47.92 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $33k | 403.00 | 82.96 |
|
|
| General Electric Com New (GE) | 0.0 | $33k | 258.00 | 127.75 |
|
|
| Worthington Stl Com Shs (WS) | 0.0 | $32k | NEW | 1.2k | 28.10 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $32k | 1.9k | 16.98 |
|
|
| Target Corporation (TGT) | 0.0 | $32k | 225.00 | 142.42 |
|
|
| Servicenow (NOW) | 0.0 | $30k | 43.00 | 706.51 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $29k | 416.00 | 70.10 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $29k | -34% | 100.00 | 286.24 |
|
| Advanced Micro Devices (AMD) | 0.0 | $29k | -2% | 194.00 | 147.41 |
|
| Lowe's Companies (LOW) | 0.0 | $29k | 128.00 | 222.55 |
|
|
| Arista Networks (ANET) | 0.0 | $28k | +71% | 120.00 | 235.52 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $27k | 377.00 | 72.43 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $27k | 224.00 | 121.70 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $27k | +53% | 100.00 | 272.37 |
|
| Western Digital (WDC) | 0.0 | $26k | 500.00 | 52.37 |
|
|
| Axon Enterprise (AXON) | 0.0 | $26k | +100% | 100.00 | 258.33 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $26k | NEW | 100.00 | 255.32 |
|
| MercadoLibre (MELI) | 0.0 | $25k | +100% | 16.00 | 1571.56 |
|
| Oracle Corporation (ORCL) | 0.0 | $25k | -2% | 238.00 | 105.43 |
|
| Alcoa (AA) | 0.0 | $25k | 733.00 | 34.00 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $25k | 325.00 | 76.13 |
|
|
| Southern Company (SO) | 0.0 | $25k | 350.00 | 70.12 |
|
|
| Altria (MO) | 0.0 | $24k | -60% | 600.00 | 40.34 |
|
| Invesco Exchange Traded Fd T Pharmaceuticals (PJP) | 0.0 | $23k | -10% | 300.00 | 76.10 |
|
| Consolidated Edison (ED) | 0.0 | $23k | 250.00 | 90.97 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $22k | 90.00 | 245.62 |
|
|
| American Financial (AFG) | 0.0 | $22k | +2% | 186.00 | 118.61 |
|
| Old Republic International Corporation (ORI) | 0.0 | $22k | 750.00 | 29.40 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $21k | 259.00 | 79.34 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $20k | 70.00 | 291.03 |
|
|
| Emerson Electric (EMR) | 0.0 | $20k | 200.00 | 97.33 |
|
|
| Copart (CPRT) | 0.0 | $19k | 392.00 | 49.00 |
|
|
| 3M Company (MMM) | 0.0 | $19k | 175.00 | 109.32 |
|
|
| Eversource Energy (ES) | 0.0 | $19k | 300.00 | 61.72 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $18k | -7% | 233.00 | 77.51 |
|
| Genuine Parts Company (GPC) | 0.0 | $17k | 121.00 | 138.50 |
|
|
| Cigna Corp (CI) | 0.0 | $17k | NEW | 55.00 | 299.45 |
|
| United Parcel Service CL B (UPS) | 0.0 | $16k | 100.00 | 157.23 |
|
|
| Gladstone Ld (LAND) | 0.0 | $15k | 1.1k | 14.45 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $15k | 109.00 | 136.39 |
|
|
| Walker & Dunlop (WD) | 0.0 | $14k | 130.00 | 111.02 |
|
|
| Ishares Tr Us Consum Discre (IYC) | 0.0 | $14k | 190.00 | 75.77 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $14k | 184.00 | 78.03 |
|
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $14k | 60.00 | 237.87 |
|
|
| Clorox Company (CLX) | 0.0 | $14k | 100.00 | 142.59 |
|
|
| Medtronic SHS (MDT) | 0.0 | $14k | 170.00 | 82.38 |
|
|
| Nike CL B (NKE) | 0.0 | $14k | 125.00 | 108.58 |
|
|
| Kinsale Cap Group (KNSL) | 0.0 | $13k | NEW | 40.00 | 334.93 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $13k | 100.00 | 126.60 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $13k | 353.00 | 35.40 |
|
|
| Global X Fds Renewable Energy (RNRG) | 0.0 | $12k | -17% | 1.1k | 11.28 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $12k | 150.00 | 79.71 |
|
|
| Marathon Oil Corporation (MRO) | 0.0 | $12k | 491.00 | 24.16 |
|
|
| Waste Management (WM) | 0.0 | $12k | 66.00 | 179.11 |
|
|
| Shopify Cl A (SHOP) | 0.0 | $12k | -59% | 150.00 | 77.90 |
|
| Carrier Global Corporation (CARR) | 0.0 | $12k | 200.00 | 57.45 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $11k | 180.00 | 63.33 |
|
|
| Chemours (CC) | 0.0 | $10k | -5% | 325.00 | 31.54 |
|
| Rbc Cad (RY) | 0.0 | $10k | -50% | 100.00 | 101.13 |
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.0 | $10k | 225.00 | 44.62 |
|
|
| Stoneco Com Cl A (STNE) | 0.0 | $9.9k | NEW | 550.00 | 18.03 |
|
| Prologis (PLD) | 0.0 | $9.9k | 74.00 | 133.31 |
|
|
| Hormel Foods Corporation (HRL) | 0.0 | $9.6k | 300.00 | 32.11 |
|
|
| Cibc Cad (CM) | 0.0 | $9.6k | 200.00 | 48.14 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $9.5k | 50.00 | 189.48 |
|
|
| Global X Fds Thmatc Gwt Etf (GXTG) | 0.0 | $9.3k | +100% | 380.00 | 24.60 |
|
| Principal Financial (PFG) | 0.0 | $9.2k | 117.00 | 78.68 |
|
|
| Nio Spon Ads (NIO) | 0.0 | $9.1k | -14% | 1.0k | 9.07 |
|
| Verizon Communications (VZ) | 0.0 | $9.1k | 240.00 | 37.71 |
|
|
| Schnitzer Steel Inds Cl A (RDUS) | 0.0 | $9.0k | 300.00 | 30.16 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $9.0k | NEW | 40.00 | 224.90 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $8.4k | 340.00 | 24.79 |
|
|
| Cisco Systems (CSCO) | 0.0 | $8.4k | 166.00 | 50.52 |
|
|
| Extreme Networks (EXTR) | 0.0 | $7.9k | NEW | 450.00 | 17.64 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $7.9k | 100.00 | 79.02 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $7.9k | 160.00 | 49.23 |
|
|
| L3harris Technologies (LHX) | 0.0 | $7.8k | -30% | 37.00 | 210.62 |
|
| Amgen (AMGN) | 0.0 | $7.7k | 27.00 | 286.11 |
|
|
| DTE Energy Company (DTE) | 0.0 | $7.7k | 70.00 | 109.90 |
|
|
| Global X Fds Solar Etf (RAYS) | 0.0 | $7.7k | 581.00 | 13.22 |
|
|
| Ishares Tr Exponential Tech (XT) | 0.0 | $7.5k | 125.00 | 59.87 |
|
|
| Ishares Msci Aust Etf (EWA) | 0.0 | $7.3k | 300.00 | 24.34 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $7.3k | 18.00 | 405.67 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $7.0k | -93% | 61.00 | 115.03 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $6.7k | -11% | 200.00 | 33.32 |
|
| Ford Motor Company (F) | 0.0 | $6.5k | 537.00 | 12.18 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $6.5k | 161.00 | 40.19 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $6.3k | -2% | 81.00 | 77.33 |
|
| Evergy (EVRG) | 0.0 | $6.2k | 119.00 | 52.20 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $6.2k | 544.00 | 11.38 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $5.9k | 225.00 | 26.35 |
|
|
| First Bancshares (FBMS) | 0.0 | $5.9k | 202.00 | 29.33 |
|
|
| Stag Industrial (STAG) | 0.0 | $5.9k | 150.00 | 39.26 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $5.8k | 165.00 | 35.20 |
|
|
| Ishares Tr Msci Poland Etf (EPOL) | 0.0 | $5.7k | 250.00 | 22.65 |
|
|
| Philip Morris International (PM) | 0.0 | $5.6k | -92% | 60.00 | 94.08 |
|
| Entergy Corporation (ETR) | 0.0 | $5.6k | 55.00 | 101.20 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $5.1k | -31% | 276.00 | 18.54 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $5.0k | NEW | 11.00 | 453.27 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $4.9k | 39.00 | 124.97 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $4.7k | -54% | 200.00 | 23.46 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $4.7k | NEW | 10.00 | 468.20 |
|
| Oneok (OKE) | 0.0 | $4.6k | 66.00 | 70.23 |
|
|
| Spdr Ser Tr S&p Metals Mng (XME) | 0.0 | $4.5k | 75.00 | 59.84 |
|
|
| Lamb Weston Hldgs (LW) | 0.0 | $4.4k | 41.00 | 108.10 |
|
|
| Invesco Db Commdy Indx Trck Unit (DBC) | 0.0 | $4.4k | 200.00 | 22.04 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $4.2k | 50.00 | 83.84 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $4.2k | 500.00 | 8.33 |
|
|
| Cenovus Energy (CVE) | 0.0 | $4.2k | 250.00 | 16.65 |
|
|
| Invesco Exch Traded Fd Tr Ii Global Water (PIO) | 0.0 | $4.0k | 100.00 | 39.53 |
|
|
| Mattel (MAT) | 0.0 | $3.7k | 197.00 | 18.88 |
|
|
| Dxc Technology (DXC) | 0.0 | $3.7k | 162.00 | 22.87 |
|
|
| Infosys Sponsored Adr (INFY) | 0.0 | $3.7k | 200.00 | 18.38 |
|
|
| Qualcomm (QCOM) | 0.0 | $3.6k | 25.00 | 144.64 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $3.6k | 50.00 | 72.22 |
|
|
| Marvell Technology (MRVL) | 0.0 | $3.5k | 59.00 | 59.86 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $3.5k | 6.00 | 576.17 |
|
|
| salesforce (CRM) | 0.0 | $3.4k | 13.00 | 263.15 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $3.4k | 25.00 | 136.16 |
|
|
| Texas Roadhouse (TXRH) | 0.0 | $3.3k | 27.00 | 123.52 |
|
|
| Global X Fds Fintech Etf (FINX) | 0.0 | $3.3k | 130.00 | 25.58 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $3.3k | 30.00 | 110.10 |
|
|
| Corning Incorporated (GLW) | 0.0 | $3.0k | 100.00 | 30.45 |
|
|
| Dominion Resources (D) | 0.0 | $2.9k | 62.00 | 47.00 |
|
|
| Global X Fds Clean Wtr Etf (AQWA) | 0.0 | $2.9k | 177.00 | 16.36 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $2.9k | NEW | 207.00 | 13.80 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $2.8k | 75.00 | 37.60 |
|
|
| Boston Beer Cl A (SAM) | 0.0 | $2.8k | 8.00 | 345.62 |
|
|
| Fox Corp Cl B Com (FOX) | 0.0 | $2.8k | 100.00 | 27.65 |
|
|
| Micron Technology (MU) | 0.0 | $2.6k | 30.00 | 85.37 |
|
|
| First Tr Exchange Traded Indxx Global Agr (FTAG) | 0.0 | $2.6k | 100.00 | 25.58 |
|
|
| Intuit (INTU) | 0.0 | $2.5k | 4.00 | 625.25 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $2.4k | 60.00 | 40.07 |
|
|
| Everspin Technologies (MRAM) | 0.0 | $2.3k | 250.00 | 9.04 |
|
|
| United Therapeutics Corporation (UTHR) | 0.0 | $2.2k | 10.00 | 219.90 |
|
|
| Global X Fds Global X Uranium (URA) | 0.0 | $2.1k | -20% | 76.00 | 27.70 |
|
| Ammo (POWW) | 0.0 | $2.1k | NEW | 1.0k | 2.10 |
|
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $2.1k | 36.00 | 57.72 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $2.1k | 50.00 | 41.40 |
|
|
| Global X Fds Telmdc&dig Etf (EDOC) | 0.0 | $2.0k | 200.00 | 10.12 |
|
|
| ACADIA Pharmaceuticals (ACAD) | 0.0 | $2.0k | 63.00 | 31.32 |
|
|
| Dt Midstream Common Stock (DTM) | 0.0 | $1.9k | 34.00 | 54.82 |
|
|
| Inotiv (NOTV) | 0.0 | $1.8k | 500.00 | 3.67 |
|
|
| Key (KEY) | 0.0 | $1.8k | 125.00 | 14.40 |
|
|
| New Found Gold Corp (NFGC) | 0.0 | $1.8k | 500.00 | 3.50 |
|
|
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $1.7k | 51.00 | 32.82 |
|
|
| Callaway Golf Company (MODG) | 0.0 | $1.4k | 100.00 | 14.34 |
|
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $1.4k | 163.00 | 8.71 |
|
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $1.4k | 26.00 | 52.38 |
|
|
| Global X Fds Cleantech Etf (CTEC) | 0.0 | $1.3k | 122.00 | 10.82 |
|
|
| SYNNEX Corporation (SNX) | 0.0 | $1.3k | 12.00 | 107.67 |
|
|
| Skywater Technology (SKYT) | 0.0 | $1.2k | 125.00 | 9.62 |
|
|
| Concentrix Corp (CNXC) | 0.0 | $1.2k | 12.00 | 98.25 |
|
|
| Global X Fds Green Buildng Et | 0.0 | $1.2k | 50.00 | 23.46 |
|
|
| International Seaways (INSW) | 0.0 | $1.1k | 25.00 | 45.48 |
|
|
| Lithium Amers Corp Com Shs (LAC) | 0.0 | $960.000000 | NEW | 150.00 | 6.40 |
|
| Lithium Americas Argentina C Com Shs (LAAC) | 0.0 | $948.000000 | NEW | 150.00 | 6.32 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $945.999200 | 23.00 | 41.13 |
|
|
| Global X Fds Genomic Biotech (GNOM) | 0.0 | $913.998400 | 79.00 | 11.57 |
|
|
| Pioneer Natural Resources (PXD) | 0.0 | $900.000000 | 4.00 | 225.00 |
|
|
| Ginkgo Bioworks Holdings Cl A Shs (DNA) | 0.0 | $845.000000 | 500.00 | 1.69 |
|
|
| Riot Blockchain (RIOT) | 0.0 | $774.000000 | 50.00 | 15.48 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $762.000000 | 6.00 | 127.00 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $742.000000 | 5.00 | 148.40 |
|
|
| Viatris (VTRS) | 0.0 | $736.997600 | 68.00 | 10.84 |
|
|
| Encore Energy Corp Com New (EU) | 0.0 | $652.994200 | 166.00 | 3.93 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $615.000000 | 10.00 | 61.50 |
|
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.0 | $564.000000 | 12.00 | 47.00 |
|
|
| Danaher Corporation (DHR) | 0.0 | $463.000000 | 2.00 | 231.50 |
|
|
| Etf Managers Tr Etfmg Altr Hrvst | 0.0 | $414.003200 | 128.00 | 3.23 |
|
|
| Zimvie (ZIMV) | 0.0 | $390.999400 | 22.00 | 17.77 |
|
|
| Ishares Tr Us Telecom Etf (IYZ) | 0.0 | $386.999900 | 17.00 | 22.76 |
|
|
| NET Lease Office Properties (NLOP) | 0.0 | $333.000000 | NEW | 18.00 | 18.50 |
|
| Lucid Group (LCID) | 0.0 | $315.997500 | -66% | 75.00 | 4.21 |
|
| Gamestop Corp Cl A (GME) | 0.0 | $210.999600 | 12.00 | 17.58 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $112.000000 | 2.00 | 56.00 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $102.000000 | -99% | 2.00 | 51.00 |
|
| 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 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