Ritter Daniher Financial Advisory LLC Portfolio Holdings

Ritter Daniher Financial Advisory LLC

  • $366 Million
  • Q2 2025

Ritter Daniher Financial Advisory LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $366 Million distributed in 336 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $88M, Ishares Core Dividend Growth E with a value of $38.6M, Ishares Tr with a value of $31.8M, American Centy ETF Tr Avantis with a value of $30.2M, and Ishares Core S&P Mid Cap ETF with a value of $29.1M.

Examining the 13F form we can see an increase of $35.9M in the current position value, from $330M to 366M.

Ritter Daniher Financial Advisory LLC is based out at Cincinnati, OH

Below you can find more details about Ritter Daniher Financial Advisory LLC portfolio as well as his latest detailed transactions.

Portfolio value $366 Million
ETFs: $294 Million
Financial Services: $18.7 Million
Technology: $13.7 Million
Consumer Defensive: $13.4 Million
Industrials: $7.98 Million
Consumer Cyclical: $5.82 Million
Healthcare: $3.2 Million
Communication Services: $3.07 Million
Other: $3.26 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$368B
$10.7 Million 2.93% of portfolio
67,403
Q2 2025 Reduced 4.65%
$174M
$8.25 Million 2.25% of portfolio
567,727
Q2 2025 Added 1.53%
$3.69T
$7.65 Million 2.09% of portfolio
37,295
Q2 2025 Reduced 2.2%
$859B
$5.6 Million 1.53% of portfolio
19,309
Q2 2025 Added 0.54%
$22.7B
$5.53 Million 1.51% of portfolio
24,814
Q2 2025 Added 44.37%
$2.26T
$3.31 Million 0.9% of portfolio
15,087
Q2 2025 Reduced 0.66%
$3.95T
$3.24 Million 0.88% of portfolio
6,510
Q2 2025 Added 0.79%
$1.21T
$1.51 Million 0.41% of portfolio
8,581
Q2 2025 Added 0.01%
$423B
$1.46 Million 0.4% of portfolio
2
Q1 2025 New
$439B
$1.38 Million 0.38% of portfolio
1,389
Q2 2025 Added 0.58%
$302B
$1.02 Million 0.28% of portfolio
12,749
Q2 2025 Added 8,753.47%
$1.08T
$933,000 0.25% of portfolio
2,940
Q2 2025 Added 11.66%
$141B
$882,000 0.24% of portfolio
12,713
Q4 2024 Added 2.01%
$608B
$847,000 0.23% of portfolio
1,087
Q1 2025 Reduced 2.25%
$1.24T
$788,000 0.22% of portfolio
4,446
Q2 2025 Added 2.3%
$442B
$804,000 0.22% of portfolio
7,462
Q2 2025 Added 32.14%
$456B
$552,000 0.15% of portfolio
3,500
Q2 2025 Reduced 12.26%
$127B
$532,000 0.15% of portfolio
1,930
Q1 2025 Reduced 12.63%
$302B
$484,000 0.13% of portfolio
3,381
Q2 2025 Added 16.71%
$14B
$476,000 0.13% of portfolio
2,300
Q2 2025 Reduced 8.0%
$29B
$474,000 0.13% of portfolio
11,542
Q2 2025 Added 5.87%
$1.78T
$352,000 0.1% of portfolio
478
Q2 2025 Reduced 10.49%
$306B
$384,000 0.1% of portfolio
5,428
Q2 2025 Added 3.27%
$70.7B
$358,000 0.1% of portfolio
922
Q2 2024 Reduced 2.12%
$138B
$331,000 0.09% of portfolio
13,659
Q2 2025 Reduced 4.54%
$210B
$318,000 0.09% of portfolio
1,082
Q4 2024 Added 10.41%
$0
$329,000 0.09% of portfolio
15,030
Q2 2025 Added 0.66%
$95.8B
$288,000 0.08% of portfolio
2,446
Q2 2025 Reduced 8.59%
$64.4B
$307,000 0.08% of portfolio
1,200
Q1 2023 Reduced 7.69%
$52.6B
$306,000 0.08% of portfolio
4,269
Q2 2025 Added 4.92%
$229B
$280,000 0.08% of portfolio
1,919
Q1 2025 Reduced 9.44%
$99B
$280,000 0.08% of portfolio
6,063
Q1 2025 Added 0.83%
$545B
$249,000 0.07% of portfolio
186
Q1 2025 Added 3.91%
$169B
$263,000 0.07% of portfolio
484
Q1 2025 Added 26.7%
$202B
$246,000 0.07% of portfolio
1,865
Q2 2025 Added 7.25%
$56B
$254,000 0.07% of portfolio
672
Q1 2025 Reduced 1.32%
$1.27T
$250,000 0.07% of portfolio
1,105
Q2 2022 New
$405B
$252,000 0.07% of portfolio
689
Q2 2025 Reduced 0.72%
$182B
$208,000 0.06% of portfolio
2,240
Q1 2025 Reduced 0.58%
$281B
$219,000 0.06% of portfolio
2,247
Q2 2025 Added 53.17%
$381B
$213,000 0.06% of portfolio
4,516
Q1 2025 Reduced 7.19%
$245B
$198,000 0.05% of portfolio
637
Q2 2025 Reduced 5.35%
$68B
$166,000 0.05% of portfolio
3,670
Q1 2025 Reduced 11.99%
$551B
$188,000 0.05% of portfolio
530
Q2 2025 Added 14.22%
$77.3B
$185,000 0.05% of portfolio
995
Q3 2024 Added 31.44%
$684B
$147,000 0.04% of portfolio
676
Q2 2025 Added 199.12%
$104B
$129,000 0.04% of portfolio
4,342
Q2 2025 Reduced 44.77%
$102B
$133,000 0.04% of portfolio
1,450
Q2 2025 Added 314.29%
$452B
$160,000 0.04% of portfolio
1,053
Q2 2025 Added 22.02%

Summary

  • Portfolio
  • No. of Stocks 336
  • Current Value $366 Million
  • Prior Value $330 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 33 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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