Ritter Daniher Financial Advisory LLC Incresed Positions in Q2 2025

Ritter Daniher Financial Advisory LLC

  • $366 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
3.42K
+ 2.47%
$498.8 - $620.9 $1.71M - $2.12M
142K $88M
VNLA
Janus Henderson Short Duration

ETFs
111K
+ 207.79%
$48.74 - $49.2 $5.42M - $5.47M
165K $8.1M
DGRO
Ishares Core Dividend Growth E

ETFs
18.8K
+ 3.21%
$55.22 - $63.94 $1.04M - $1.2M
604K $38.6M
CTAS
Cintas Corp

Industrials
7.63K
+ 44.37%
$190.11 - $227.66 $1.45M - $1.74M
24.8K $5.53M
DFIS
Dimensional ETF Tr Dimensional

ETFs
6.24K
+ 2.04%
$23.2 - $29.84 $145K - $186K
312K $9.3M
TGRW
T Rowe Price Exchange Traded F

Technology
29.5K
+ 131.01%
$31.94 - $42.04 $942K - $1.24M
52K $2.19M
WFC
Wells Fargo & Company

Financial Services
12.6K
+ 8753.47%
$60.98 - $80.12 $769K - $1.01M
12.7K $1.02M
JPM
Jpmorgan Chase & CO

Financial Services
104
+ 0.54%
$210.28 - $289.91 $21.9K - $30.2K
19.3K $5.6M
MSFT
Microsoft Corp

Technology
51
+ 0.79%
$354.56 - $497.45 $18.1K - $25.4K
6.51K $3.24M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
2.71K
+ 32.98%
$83.8 - $101.39 $227K - $275K
10.9K $1.11M
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.93K
+ 706.32%
$22.27 - $29.21 $177K - $232K
9.06K $264K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.01%
$144.7 - $178.6 $145 - $179
8.58K $1.51M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
519
+ 5.26%
$108.87 - $133.04 $56.5K - $69K
10.4K $1.38M
XOM
Exxon Mobil Corp

Energy
1.82K
+ 32.14%
$99.93 - $119.04 $181K - $216K
7.46K $804K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.88K
+ 1.8%
$51.14 - $57.0 $147K - $164K
163K $9.24M
ORCL
Oracle Corp

Technology
450
+ 199.12%
$122.82 - $218.63 $55.3K - $98.4K
676 $147K
GOOG
Alphabet Inc.

Communication Services
100
+ 2.3%
$146.58 - $180.01 $14.7K - $18K
4.45K $788K
SCHX
Schwab Strategic Tr Us Large C

ETFs
7
+ 0.02%
$19.6 - $24.44 $137 - $171
43.3K $1.06M
SO
Southern CO

Utilities
1.1K
+ 314.29%
$84.91 - $92.56 $93.4K - $102K
1.45K $133K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
402
+ 3.13%
$103.88 - $123.68 $41.8K - $49.7K
13.2K $1.64M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.06%
$456.74 - $568.03 $457 - $568
1.8K $1.02M
VEA
Vanguard Ftse Developed Market

ETFs
199
+ 1.5%
$45.65 - $57.01 $9.08K - $11.3K
13.5K $769K
WMT
Walmart Inc.

Consumer Defensive
780
+ 53.17%
$81.79 - $99.98 $63.8K - $78K
2.25K $219K
ISCG
Ishares Morningstar Small Cap

ETFs
1.22K
+ 40.05%
$39.44 - $49.76 $48.2K - $60.9K
4.28K $212K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.38K
+ 20.28%
$50.52 - $50.92 $69.8K - $70.3K
8.19K $416K
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 0.58%
$908.13 - $1056.85 $7.27K - $8.45K
1.39K $1.38M
IWD
Ishares Russell 1000 Val ETF

ETFs
275
+ 14.93%
$166.82 - $194.23 $45.9K - $53.4K
2.12K $411K
MRK
Merck & Co., Inc.

Healthcare
686
+ 143.82%
$73.47 - $87.12 $50.4K - $59.8K
1.16K $92K
DIS
Walt Disney CO

Communication Services
300
+ 67.72%
$81.72 - $124.01 $24.5K - $37.2K
743 $92K
FITB
Fifth Third Bancorp

Financial Services
640
+ 5.87%
$33.32 - $41.51 $21.3K - $26.6K
11.5K $474K
ACWI
Ishares Msci Acwi ETF

ETFs
248
+ 20.75%
$103.59 - $128.6 $25.7K - $31.9K
1.44K $185K
ITOT
Ishares Core S&P Total U.S. St

ETFs
8
+ 0.31%
$108.12 - $135.04 $865 - $1.08K
2.59K $349K
KR
Kroger CO

Consumer Defensive
200
+ 4.92%
$64.62 - $74.0 $12.9K - $14.8K
4.27K $306K
NKE
Nike, Inc.

Consumer Cyclical
387
+ 106.61%
$53.27 - $72.04 $20.6K - $27.9K
750 $53K
MMM
3 M CO

Industrials
193
+ 115.57%
$126.09 - $154.15 $24.3K - $29.8K
360 $54K
AXP
American Express CO

Financial Services
50
+ 21.01%
$231.39 - $318.98 $11.6K - $15.9K
288 $91K
CSCO
Cisco Systems, Inc.

Technology
300
+ 42.86%
$53.19 - $69.38 $16K - $20.8K
1K $69K
V
Visa Inc.

Financial Services
66
+ 14.22%
$308.27 - $373.31 $20.3K - $24.6K
530 $188K
GE
General Electric CO

Industrials
1
+ 0.3%
$166.81 - $257.39 $167 - $257
335 $86K
CI
Cigna Corp

Healthcare
56
+ 101.82%
$301.89 - $340.04 $16.9K - $19K
111 $36K
JNJ
Johnson & Johnson

Healthcare
190
+ 22.02%
$146.36 - $159.82 $27.8K - $30.4K
1.05K $160K
ADP
Automatic Data Processing Inc

Industrials
52
+ 24.07%
$276.76 - $326.81 $14.4K - $17K
268 $82K
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
KO
Coca Cola CO

Consumer Defensive
172
+ 3.27%
$68.37 - $73.9 $11.8K - $12.7K
5.43K $384K
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
VYM
Vanguard Whitehall Fds (Vangua

ETFs
16
+ 3.67%
$114.78 - $133.31 $1.84K - $2.13K
452 $60K
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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