Ritter Daniher Financial Advisory LLC Purchases in Q3 2025

Ritter Daniher Financial Advisory LLC

  • $511 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
18.1K
+ 1000.94%
$567.77 - $614.76 $10.3M - $11.1M
19.9K $12.2M
VNLA
Janus Henderson Short Duration

ETFs
188K
+ 114.34%
$48.99 - $49.29 $9.22M - $9.28M
353K $17.4M
IVV
Ishares Core S&P 500 ETF

ETFs
2.51K
+ 1.77%
$620.67 - $670.08 $1.56M - $1.68M
144K $96.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
11.8K
+ 8093.84%
$546.99 - $602.2 $6.46M - $7.12M
12K $7.18M
RDVY
First Trust Rising Dividend Ac

ETFs
102K
New
$62.38 - $67.29 $6.35M - $6.85M
102K $6.85M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
26.7K
New
$225.11 - $247.9 $6M - $6.61M
26.7K $6.59M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
127K
New
$44.4 - $46.72 $5.65M - $5.95M
127K $5.95M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
32.6K
+ 7221.46%
$132.9 - $142.03 $4.34M - $4.64M
33.1K $4.66M
VTV
Vanguard Value ETF

ETFs
23.4K
+ 4707.43%
$175.51 - $186.57 $4.11M - $4.37M
23.9K $4.46M
DGRO
Ishares Core Dividend Growth E

ETFs
24.9K
+ 4.12%
$64.12 - $68.08 $1.6M - $1.7M
629K $42.8M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
74.6K
New
$45.06 - $46.5 $3.36M - $3.47M
74.6K $3.47M
GOOGL
Alphabet Inc.

Communication Services
11.6K
+ 134.8%
$174.36 - $254.72 $2.02M - $2.95M
20.1K $4.9M
SPYG
Spdr Portfolio

ETFs
31.4K
+ 1568450.0%
$94.33 - $105.31 $2.96M - $3.3M
31.4K $3.28M
VIG
Vanguard Dividend Appreciation

ETFs
16.4K
+ 344.39%
N/A
21.2K $3.87M
VUG
Vanguard Growth ETF

ETFs
5.12K
+ 2263.27%
$433.97 - $484.08 $2.22M - $2.48M
5.34K $2.56M
MSFT
Microsoft Corp

Technology
4.37K
+ 67.17%
$491.09 - $535.64 $2.15M - $2.34M
10.9K $5.64M
FPE
First Tr Pfd Secs & Income ETF

ETFs
124K
New
$17.81 - $18.39 $2.22M - $2.29M
124K $2.27M
META
Meta Platforms, Inc.

Communication Services
3.03K
+ 634.52%
$695.21 - $791.73 $2.11M - $2.4M
3.51K $2.58M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
45.8K
New
$44.57 - $46.53 $2.04M - $2.13M
45.8K $2.13M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
17.6K
New
$107.27 - $113.94 $1.89M - $2.01M
17.6K $2M
BKNG
Booking Holdings Inc.

Consumer Cyclical
309
New
$5364.25 - $5815.92 $1.66M - $1.8M
309 $1.67M
IEFA
Ishares Tr

ETFs
1.35K
+ 0.36%
$81.7 - $87.53 $110K - $118K
382K $33.3M
AMZN
Amazon Com Inc

Consumer Cyclical
7.11K
+ 47.13%
$211.65 - $238.24 $1.5M - $1.69M
22.2K $4.87M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
40.4K
New
$35.42 - $38.65 $1.43M - $1.56M
40.4K $1.54M
PG
Procter & Gamble CO

Consumer Defensive
12.4K
+ 18.47%
$150.47 - $161.22 $1.87M - $2.01M
79.9K $12.3M
SCHW
Schwab Charles Corp

Financial Services
16K
New
$91.03 - $98.69 $1.45M - $1.57M
16K $1.52M
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
30.3K
New
$42.84 - $44.34 $1.3M - $1.34M
30.3K $1.34M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
25.8K
+ 306.71%
$48.5 - $50.19 $1.25M - $1.29M
34.2K $1.71M
V
Visa Inc.

Financial Services
3.77K
+ 710.94%
$332.09 - $358.86 $1.25M - $1.35M
4.3K $1.47M
VOE
Vanguard Mid Cap Value Index F

ETFs
6.62K
New
$164.63 - $174.58 $1.09M - $1.16M
6.62K $1.16M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
19.8K
New
$55.15 - $58.11 $1.09M - $1.15M
19.8K $1.14M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.88K
+ 6003.06%
$181.56 - $190.33 $1.07M - $1.12M
5.98K $1.13M
MA
Mastercard Inc

Financial Services
1.89K
+ 931.53%
$550.18 - $598.96 $1.04M - $1.13M
2.09K $1.19M
JPM
Jpmorgan Chase & CO

Financial Services
1.81K
+ 9.39%
$282.78 - $316.06 $513K - $573K
21.1K $6.66M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
48.7K
New
$18.93 - $19.47 $921K - $947K
48.7K $940K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.15K
+ 285.25%
$224.68 - $282.71 $708K - $891K
4.26K $1.19M
GOOG
Alphabet Inc.

Communication Services
2.33K
+ 52.32%
$175.16 - $255.24 $407K - $594K
6.77K $1.65M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
9.76K
New
N/A
9.76K $838K
IQV
Iqvia Holdings Inc.

Healthcare
4.27K
New
$157.68 - $200.82 $673K - $857K
4.27K $810K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
14.3K
+ 6206.49%
$52.12 - $55.33 $747K - $793K
14.6K $806K
AMAT
Applied Materials Inc

Technology
3.43K
New
$156.25 - $204.95 $536K - $703K
3.43K $702K
DIS
Walt Disney CO

Communication Services
5.99K
+ 805.79%
$112.25 - $124.0 $672K - $742K
6.73K $770K
PM
Philip Morris International Inc.

Consumer Defensive
4.19K
+ 4189.0%
$157.77 - $183.27 $661K - $768K
4.29K $695K
ELV
Elevance Health, Inc.

Healthcare
2.28K
+ 247.07%
$274.66 - $395.76 $626K - $902K
3.2K $1.03M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
32.8K
New
$18.82 - $19.8 $618K - $650K
32.8K $638K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
14.2K
New
$39.37 - $44.24 $559K - $628K
14.2K $621K
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.74K
+ 5.99%
$55.61 - $57.37 $542K - $559K
172K $9.84M
TSLA
Tesla, Inc.

Consumer Cyclical
486
+ 16.53%
$293.94 - $444.72 $143K - $216K
3.43K $1.52M
ORCL
Oracle Corp

Technology
1.65K
+ 244.53%
$218.96 - $328.33 $362K - $543K
2.33K $655K
Activity Summary
Buys All Purchases 219 New Holdings 140 Increased Positions 79 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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