Ritter Daniher Financial Advisory LLC Reduced Holdings in Q1 2025

Ritter Daniher Financial Advisory LLC

  • $330 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-82.1K
- 70.42%
$61.9 - $66.89 $5.08M - $5.49M
34.5K $2.19M
TGRW
T Rowe Price Exchange Traded F

Technology
-70.9K
- 75.91%
$35.73 - $41.58 $2.53M - $2.95M
22.5K $805K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.37K
- 2.0%
$102.49 - $119.96 $345K - $404K
165K $17.3M
AVIV
American Centy ETF Tr Avantis
-29.4K
- 52.59%
$51.51 - $58.54 $1.51M - $1.72M
26.5K $1.5M
AAPL
Apple Inc.

Technology
-137
- 0.36%
$209.68 - $247.1 $28.7K - $33.9K
38.1K $8.47M
TSLA
Tesla, Inc.

Consumer Cyclical
-153
- 5.49%
$222.15 - $428.22 $34K - $65.5K
2.63K $682K
GOOGL
Alphabet Inc.

Communication Services
-753
- 8.07%
$154.33 - $206.19 $116K - $155K
8.58K $1.33M
MSFT
Microsoft Corp

Technology
-57
- 0.87%
$375.39 - $447.2 $21.4K - $25.5K
6.46K $2.42M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-458
- 2.32%
$81.62 - $96.63 $37.4K - $44.3K
19.3K $1.6M
AVGO
Broadcom Inc.

Technology
-279
- 12.63%
$167.43 - $244.7 $46.7K - $68.3K
1.93K $323K
GOOG
Alphabet Inc.

Communication Services
-116
- 2.6%
$156.06 - $207.71 $18.1K - $24.1K
4.35K $678K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-634
- 6.66%
$96.3 - $112.23 $61.1K - $71.2K
8.89K $866K
IVE
Ishares S&P 500 Value ETF

ETFs
-685
- 22.03%
$185.78 - $198.58 $127K - $136K
2.42K $461K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-25
- 0.25%
$121.0 - $142.28 $3.03K - $3.56K
9.86K $1.23M
IVW
Ishares S&P 500 Growth ETF

ETFs
-29
- 0.25%
$92.45 - $106.69 $2.68K - $3.09K
11.7K $1.08M
TTD
Trade Desk, Inc.

Technology
-28
- 1.86%
$53.59 - $126.58 $1.5K - $3.54K
1.48K $80K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-60
- 0.54%
$96.85 - $111.39 $5.81K - $6.68K
11K $1.08M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-85
- 3.66%
$203.38 - $274.79 $17.3K - $23.4K
2.24K $459K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-78
- 0.6%
$117.4 - $131.02 $9.16K - $10.2K
12.8K $1.54M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.43K
- 17.33%
$50.72 - $50.92 $72.4K - $72.7K
6.81K $346K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-726
- 1.65%
$21.75 - $24.28 $15.8K - $17.6K
43.3K $954K
IWR
Ishares Russell Mid Cap ETF

ETFs
-160
- 1.2%
$82.81 - $92.93 $13.2K - $14.9K
13.1K $1.12M
PEP
Pepsico Inc

Consumer Defensive
-325
- 15.75%
$142.64 - $156.42 $46.4K - $50.8K
1.74K $260K
LECO
Lincoln Electric Holdings Inc

Industrials
-300
- 10.71%
$180.51 - $216.81 $54.2K - $65K
2.5K $472K
COST
Costco Wholesale Corp

Consumer Defensive
-100
- 6.75%
$890.62 - $1076.86 $89.1K - $108K
1.38K $1.31M
PFE
Pfizer Inc

Healthcare
-1.21K
- 7.8%
$25.01 - $27.13 $30.3K - $32.8K
14.3K $362K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4
- 0.22%
$507.05 - $563.67 $2.03K - $2.25K
1.8K $926K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-18
- 3.7%
$111.56 - $223.11 $2.01K - $4.02K
468 $52K
PWR
Quanta Services, Inc.

Industrials
-9
- 1.32%
$236.71 - $358.03 $2.13K - $3.22K
672 $170K
USB
Us Bancorp \De\

Financial Services
-500
- 11.99%
$40.92 - $50.9 $20.5K - $25.5K
3.67K $154K
ICLR
Icon PLC

Healthcare
-124
- 25.05%
$174.99 - $222.58 $21.7K - $27.6K
371 $64K
HD
Home Depot, Inc.

Consumer Cyclical
-55
- 7.34%
$347.25 - $424.87 $19.1K - $23.4K
694 $254K
KR
Kroger CO

Consumer Defensive
-1.01K
- 19.92%
$58.36 - $67.72 $59.1K - $68.5K
4.07K $275K
VTI
Vanguard Total Stock Market Et

ETFs
-40
- 2.73%
$271.18 - $303.12 $10.8K - $12.1K
1.43K $392K
SPY
Spdr S&P 500 ETF Trust

ETFs
-2
- 0.18%
$551.42 - $612.93 $1.1K - $1.23K
1.08K $605K
ISCG
Ishares Morningstar Small Cap

ETFs
-259
- 7.82%
$44.44 - $52.05 $11.5K - $13.5K
3.05K $137K
AMGN
Amgen Inc

Healthcare
-100
- 78.13%
$258.59 - $327.36 $25.9K - $32.7K
28 $8K
BAC
Bank Of America Corp

Financial Services
-350
- 7.19%
$39.61 - $47.74 $13.9K - $16.7K
4.52K $188K
XOM
Exxon Mobil Corp

Energy
-815
- 12.61%
$105.44 - $118.93 $85.9K - $96.9K
5.65K $671K
IT
Gartner Inc

Technology
-21
- 9.95%
$418.25 - $548.38 $8.78K - $11.5K
190 $79K
UNH
Unitedhealth Group Inc

Healthcare
-63
- 8.56%
$461.52 - $548.18 $29.1K - $34.5K
673 $352K
VO
Vanguard Mid Cap ETF

ETFs
-63
- 18.26%
$251.87 - $277.95 $15.9K - $17.5K
282 $72K
AXON
Axon Enterprise, Inc.

Industrials
-15
- 10.71%
$496.65 - $710.01 $7.45K - $10.7K
125 $65K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-140
- 24.31%
$126.11 - $135.06 $17.7K - $18.9K
436 $56K
NKE
Nike, Inc.

Consumer Cyclical
-150
- 29.24%
$63.29 - $81.72 $9.49K - $12.3K
363 $23K
AXP
American Express CO

Financial Services
-26
- 9.85%
$255.39 - $325.87 $6.64K - $8.47K
238 $64K
ADBE
Adobe Inc.

Technology
-12
- 9.68%
$377.84 - $464.11 $4.53K - $5.57K
112 $42K
VEU
Vanguard Ftse All World Ex Us

ETFs
-350
- 13.73%
$56.51 - $62.98 $19.8K - $22K
2.2K $133K
HPQ
Hp Inc

Technology
-103
- 5.15%
$27.69 - $34.72 $2.85K - $3.58K
1.9K $52K
Activity Summary
Buys All Purchases 52 New Holdings 20 Increased Positions 32 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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