Ritter Daniher Financial Advisory LLC New Holdings in Q3 2025

Ritter Daniher Financial Advisory LLC

  • $511 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
DMAR
First Tr Ex Tr Viii Cboe Vest
86.8K
New
$39.59 - $40.77 $3.44M - $3.54M
86.8K $3.54M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
74.6K
New
$45.06 - $46.5 $3.36M - $3.47M
74.6K $3.47M
FPE
First Tr Pfd Secs & Income ETF

ETFs
124K
New
$17.81 - $18.39 $2.22M - $2.29M
124K $2.27M
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
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
40.4K
New
$35.42 - $38.65 $1.43M - $1.56M
40.4K $1.54M
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
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
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
48.7K
New
$18.93 - $19.47 $921K - $947K
48.7K $940K
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
AMAT
Applied Materials Inc

Technology
3.43K
New
$156.25 - $204.95 $536K - $703K
3.43K $702K
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
VEEV
Veeva Systems Inc

Healthcare
1.69K
New
$269.2 - $297.91 $454K - $503K
1.69K $502K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.19K
New
$78.96 - $80.04 $488K - $495K
6.19K $494K
APD
Air Products & Chemicals, Inc.

Basic Materials
1.81K
New
$265.78 - $299.3 $480K - $540K
1.81K $492K
BK
Bank Of New York Mellon Corp

Financial Services
4.35K
New
$90.65 - $109.75 $395K - $478K
4.35K $474K
QCOM
Qualcomm Inc

Technology
2.8K
New
$145.84 - $173.55 $408K - $485K
2.8K $464K
ADSK
Autodesk, Inc.

Technology
1.81K
New
N/A
1.81K $443K
UL
Unilever PLC

Consumer Defensive
7.33K
New
$58.43 - $65.01 $428K - $477K
7.33K $434K
NVS
Novartis Ag

Healthcare
3.27K
New
$113.5 - $129.73 $371K - $424K
3.27K $419K
ADI
Analog Devices Inc

Technology
1.66K
New
$220.68 - $255.63 $366K - $424K
1.66K $407K
ABC
Amerisourcebergen Corp

Healthcare
1.81K
New
N/A
1.81K $335K
CRM
Salesforce, Inc.

Technology
1.4K
New
$231.66 - $273.65 $325K - $383K
1.4K $332K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
7.5K
New
$42.35 - $44.2 $318K - $332K
7.5K $331K
CHKP
Check Point Software Technologies LTD

Technology
1.58K
New
$180.73 - $231.23 $285K - $364K
1.58K $325K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
6.83K
New
$44.63 - $46.82 $305K - $320K
6.83K $319K
GD
General Dynamics Corp

Industrials
933
New
$293.92 - $341.0 $274K - $318K
933 $318K
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.69K
New
$102.17 - $110.66 $275K - $298K
2.69K $298K
ECL
Ecolab Inc.

Basic Materials
1.03K
New
$259.39 - $285.47 $267K - $294K
1.03K $282K
DEO
Diageo PLC

Consumer Defensive
2.66K
New
$93.64 - $115.33 $249K - $307K
2.66K $253K
MAS
Masco Corp

Industrials
3.22K
New
$64.44 - $76.07 $208K - $245K
3.22K $226K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
5.1K
New
$41.73 - $43.77 $213K - $223K
5.1K $223K
BA
Boeing CO

Industrials
1.03K
New
$209.79 - $237.38 $215K - $243K
1.03K $221K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
6.32K
New
$31.31 - $34.54 $198K - $218K
6.32K $212K
KMX
Carmax Inc

Consumer Cyclical
4.72K
New
$44.86 - $71.57 $212K - $338K
4.72K $211K
VB
Vanguard Small Cap ETF

ETFs
831
New
$237.58 - $259.17 $197K - $215K
831 $211K
WTS
Watts Water Technologies Inc

Industrials
731
New
$247.02 - $285.86 $181K - $209K
731 $204K
VHT
Vanguard Health Care ETF

ETFs
778
New
$239.12 - $259.95 $186K - $202K
778 $201K
DNN
Denison Mines Corp.

Energy
10K
New
$1.69 - $2.86 $16.9K - $28.6K
10K $27K
STT
State Street Corp

Financial Services
123
New
$102.01 - $117.25 $12.5K - $14.4K
123 $14K
FIS
Fidelity National Information Services, Inc.

Technology
198
New
$63.37 - $82.35 $12.5K - $16.3K
198 $13K
XEL
Xcel Energy Inc

Utilities
162
New
$67.56 - $80.65 $10.9K - $13.1K
162 $13K
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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