Ritter Daniher Financial Advisory LLC Reduced Holdings in Q2 2025

Ritter Daniher Financial Advisory LLC

  • $366 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-3.28K
- 4.65%
$157.66 - $172.39 $518K - $566K
67.4K $10.7M
AAPL
Apple Inc.

Technology
-839
- 2.2%
$172.42 - $223.89 $145K - $188K
37.3K $7.65M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-4.4K
- 12.76%
$56.84 - $65.5 $250K - $288K
30.1K $1.97M
UNH
Unitedhealth Group Inc

Healthcare
-36
- 5.35%
$274.35 - $599.47 $9.88K - $21.6K
637 $198K
BP
Bp PLC

Energy
-3.52K
- 44.77%
$26.11 - $33.81 $91.9K - $119K
4.34K $129K
DUK
Duke Energy Corp

Utilities
-230
- 8.59%
$112.46 - $124.05 $25.9K - $28.5K
2.45K $288K
AVIV
American Centy ETF Tr Avantis
-2.89K
- 10.91%
$50.27 - $62.84 $145K - $182K
23.6K $1.47M
PFE
Pfizer Inc

Healthcare
-650
- 4.54%
$21.59 - $24.84 $14K - $16.1K
13.7K $331K
SJM
J M Smucker CO

Consumer Defensive
-207
- 56.71%
$94.41 - $118.52 $19.5K - $24.5K
158 $15K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-500
- 16.67%
$91.62 - $116.16 $45.8K - $58.1K
2.5K $290K
T
At&T Inc.

Communication Services
-497
- 37.14%
$26.33 - $28.94 $13.1K - $14.4K
841 $24K
PRU
Prudential Financial Inc

Financial Services
-75
- 19.79%
$95.12 - $112.71 $7.13K - $8.45K
304 $32K
INTC
Intel Corp

Technology
-270
- 9.2%
$18.13 - $22.69 $4.9K - $6.13K
2.67K $59K
SBUX
Starbucks Corp

Consumer Cyclical
-19
- 2.83%
$79.69 - $99.41 $1.51K - $1.89K
652 $59K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-882
- 12.8%
$17.76 - $22.1 $15.7K - $19.5K
6.01K $132K
ACN
Accenture PLC

Technology
-10
- 11.24%
$279.23 - $323.21 $2.79K - $3.23K
79 $23K
UNP
Union Pacific Corp

Industrials
-8
- 9.88%
$208.27 - $238.46 $1.67K - $1.91K
73 $16K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-43
- 12.54%
$91.51 - $113.03 $3.93K - $4.86K
300 $33K
ITW
Illinois Tool Works Inc

Industrials
-7
- 3.15%
$218.41 - $252.43 $1.53K - $1.77K
215 $53K
HD
Home Depot, Inc.

Consumer Cyclical
-5
- 0.72%
$335.24 - $380.78 $1.68K - $1.9K
689 $252K
WM
Waste Management Inc

Industrials
-6
- 10.0%
$216.47 - $242.1 $1.3K - $1.45K
54 $12K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-186
- 2.09%
$83.54 - $100.04 $15.5K - $18.6K
8.7K $865K
MDT
Medtronic PLC

Healthcare
-15
- 9.8%
$80.68 - $88.86 $1.21K - $1.33K
138 $12K
GPC
Genuine Parts CO

Consumer Cyclical
-10
- 9.17%
$105.54 - $129.09 $1.06K - $1.29K
99 $12K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-258
- 7.77%
$20.42 - $25.3 $5.27K - $6.53K
3.06K $77K
Wisdomtree Tr
-10.4K
- 3.34%
N/A
300K $0
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-14
- 5.09%
$75.29 - $91.16 $1.05K - $1.28K
261 $23K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-7
- 6.6%
$104.23 - $134.39 $730 - $941
99 $13K
LECO
Lincoln Electric Holdings Inc

Industrials
-200
- 8.0%
$167.18 - $211.38 $33.4K - $42.3K
2.3K $476K
PLTR
Palantir Technologies Inc.

Technology
-180
- 22.22%
$74.01 - $144.25 $13.3K - $26K
630 $85K
AXON
Axon Enterprise, Inc.

Industrials
-24
- 19.2%
$497.13 - $827.94 $11.9K - $19.9K
101 $83K
VTI
Vanguard Total Stock Market Et

ETFs
-28
- 1.96%
$243.75 - $303.93 $6.83K - $8.51K
1.4K $425K
IWR
Ishares Russell Mid Cap ETF

ETFs
-615
- 4.68%
$74.88 - $91.97 $46.1K - $56.6K
12.5K $1.15M
META
Meta Platforms, Inc.

Communication Services
-56
- 10.49%
$484.66 - $738.09 $27.1K - $41.3K
478 $352K
SPY
Spdr S&P 500 ETF Trust

ETFs
-19
- 1.75%
$496.48 - $617.85 $9.43K - $11.7K
1.06K $657K
IWM
Ishares Russell 2000 ETF

ETFs
-22
- 0.62%
$174.82 - $215.79 $3.85K - $4.75K
3.52K $760K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.29K
- 11.05%
$82.96 - $110.1 $107K - $142K
10.4K $1.14M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-48
- 0.42%
$72.96 - $90.39 $3.5K - $4.34K
11.4K $1.02M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-651
- 3.38%
$73.7 - $90.98 $48K - $59.2K
18.6K $1.69M
NVDA
Nvidia Corp

Technology
-489
- 12.26%
$94.31 - $157.99 $46.1K - $77.3K
3.5K $552K
IWP
Ishares Russell Mid Cap Growth

ETFs
-579
- 4.31%
$104.34 - $138.68 $60.4K - $80.3K
12.9K $1.78M
AMZN
Amazon Com Inc

Consumer Cyclical
-100
- 0.66%
$167.32 - $223.3 $16.7K - $22.3K
15.1K $3.31M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.42K
- 1.46%
$90.56 - $109.49 $219K - $265K
163K $17.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-16K
- 3.31%
$51.16 - $62.02 $821K - $995K
469K $29.1M
IEFA
Ishares Tr

ETFs
-6.33K
- 1.64%
$67.83 - $84.09 $429K - $532K
380K $31.8M
AVEM
American Centy ETF Tr Avantis

ETFs
-6.84K
- 1.53%
$53.08 - $68.54 $363K - $469K
440K $30.2M
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
Track This Portfolio

Track Ritter Daniher Financial Advisory LLC Portfolio

Follow Ritter Daniher Financial Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritter Daniher Financial Advisory LLC , based on Form 13F filings with the SEC.

News

Stay updated on Ritter Daniher Financial Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email