Ritter Daniher Financial Advisory LLC Purchases in Q2 2025

Ritter Daniher Financial Advisory LLC

  • $366 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CB
Chubb LTD

Financial Services
50
New
$274.32 - $302.46 $13.7K - $15.1K
50 $14K
VIG
Vanguard Dividend Appreciation

ETFs
75
+ 1.6%
N/A
4.78K $869K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
98
+ 0.66%
$20.46 - $21.89 $2.01K - $2.15K
15K $329K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
197
+ 579.41%
$45.11 - $52.34 $8.89K - $10.3K
231 $12K
CGNX
Cognex Corp

Technology
350
New
$23.27 - $32.07 $8.14K - $11.2K
350 $11K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
105
New
$97.29 - $105.63 $10.2K - $11.1K
105 $10K
GIS
General Mills Inc

Consumer Defensive
184
New
$50.37 - $60.97 $9.27K - $11.2K
184 $9K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
35
New
$201.28 - $266.34 $7.04K - $9.32K
35 $9K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
148
New
$43.53 - $54.46 $6.44K - $8.06K
148 $8K
KO
Coca Cola CO

Consumer Defensive
172
+ 3.27%
$68.37 - $73.9 $11.8K - $12.7K
5.43K $384K
RNST
Renasant Corp

Financial Services
202
New
$27.68 - $36.52 $5.59K - $7.38K
202 $7K
AMD
Advanced Micro Devices Inc

Technology
1
+ 0.56%
$78.21 - $143.81 $78.2 - $144
180 $25K
BX
Blackstone Inc.

Financial Services
4
+ 0.68%
$120.07 - $151.11 $480 - $604
593 $88K
APLD
Applied Blockchain, Inc.

Financial Services
571
New
$3.53 - $13.86 $2.02K - $7.91K
571 $5K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
16
+ 3.67%
$114.78 - $133.31 $1.84K - $2.13K
452 $60K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
65
New
$58.41 - $72.69 $3.8K - $4.72K
65 $4K
DAL
Delta Air Lines, Inc.

Industrials
1
+ 0.18%
$35.88 - $52.99 $35.9 - $53
544 $26K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
340
New
$10.59 - $11.48 $3.6K - $3.9K
340 $3K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13
+ 11.21%
$19.1 - $23.83 $248 - $310
129 $3K
FICO
Fair Isaac Corp

Technology
1
New
$1503.62 - $2206.01 $1.5K - $2.21K
1 $1K
BLDR
Builders First Source, Inc.

Industrials
17
New
$105.63 - $131.12 $1.8K - $2.23K
17 $1K
DFAR
Dimensional ETF Tr Dimensional

ETFs
4
New
$20.99 - $23.93 $84 - $95.7
4 $0
AVUV
American Centy ETF Tr Avantis

ETFs
1
New
$75.17 - $91.21 $75.2 - $91.2
1 $0
VBR
Vanguard Small Cap Value ETF

ETFs
1
New
$162.76 - $195.77 $163 - $196
1 $0
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7
+ 30.43%
$39.89 - $49.46 $279 - $346
30 $1K
DFSV
Dimensional ETF Tr Dimensional

ETFs
15
New
$24.21 - $29.47 $363 - $442
15 $0
FLQH
Franklin Templeton Libertyq In

ETFs
2
New
N/A
2 $0
VFMF
Vanguard Wellington Fd Us Mult

ETFs
7
New
$111.3 - $134.5 $779 - $942
7 $0
F
Ford Motor CO

Consumer Cyclical
5
+ 1.5%
$8.69 - $10.85 $43.4 - $54.3
338 $3K
Dimensional ETF Trust
6
New
N/A
6 $0
OGN
Organon & Co.

Healthcare
70
New
$8.04 - $14.72 $563 - $1.03K
70 $0
Pimco ETF Tr
81.4K
+ 9.99%
N/A
896K $0
Coreweave Inc
37
New
N/A
37 $0
RBLX
Roblox Corp

Communication Services
1
New
$51.22 - $105.59 $51.2 - $106
1 $0
CVX
Chevron Corp

Energy
484
+ 16.71%
$133.73 - $168.51 $64.7K - $81.6K
3.38K $484K
Defi Technologies Inc
350
New
N/A
350 $0
Solventum Corp
50
+ 227.27%
N/A
72 $0
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
6
New
$22.25 - $28.0 $134 - $168
6 $0
DFIV
Dimensional ETF Tr

ETFs
7
New
$34.67 - $43.21 $243 - $302
7 $0
Ishares Bitcoin Trust ETF
414
+ 188.18%
N/A
634 $0
VZ
Verizon Communications Inc

Communication Services
4
+ 1.54%
$41.67 - $45.62 $167 - $182
264 $11K
AFG
American Financial Group Inc

Financial Services
1
+ 0.49%
$116.9 - $132.12 $117 - $132
204 $25K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.01K
+ 1400.0%
$87.84 - $1441.89 $88.5K - $1.45M
1.08K $97K
PEP
Pepsico Inc

Consumer Defensive
126
+ 7.25%
$128.02 - $151.37 $16.1K - $19.1K
1.87K $246K
LCNB
Lcnb Corp

Financial Services
8.57K
+ 1.53%
$13.64 - $15.65 $117K - $134K
568K $8.25M
Activity Summary
Buys All Purchases 96 New Holdings 33 Increased Positions 63 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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