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
$351B
$153,000 0.04% of portfolio
825
Q1 2025 Reduced 2.94%
$75.3B
$141,000 0.04% of portfolio
4,350
Q2 2022 New
$63.6B
$94,000 0.03% of portfolio
125
Q4 2022 New
$203B
$92,000 0.03% of portfolio
1,163
Q2 2025 Added 143.82%
$94.7B
$95,000 0.03% of portfolio
130
Q1 2025 Reduced 10.34%
$99.5B
$125,000 0.03% of portfolio
282
Q1 2025 Reduced 5.05%
$548B
$114,000 0.03% of portfolio
203
Q1 2025 Reduced 9.38%
$18.6B
$120,000 0.03% of portfolio
1,300
Q4 2024 New
$23.7B
$106,000 0.03% of portfolio
1,477
Q1 2025 Reduced 1.86%
$207B
$92,000 0.03% of portfolio
743
Q2 2025 Added 67.72%
$6.4B
$97,000 0.03% of portfolio
1,080
Q2 2025 Added 1,400.0%
$108B
$59,000 0.02% of portfolio
652
Q2 2025 Reduced 2.83%
$3.23B
$68,000 0.02% of portfolio
1,071
Q1 2024 Reduced 6.95%
$124B
$82,000 0.02% of portfolio
268
Q2 2025 Added 24.07%
$54.9B
$83,000 0.02% of portfolio
101
Q2 2025 Reduced 19.2%
$123B
$88,000 0.02% of portfolio
593
Q2 2025 Added 0.68%
$227B
$91,000 0.02% of portfolio
288
Q2 2025 Added 21.01%
$19.3B
$58,000 0.02% of portfolio
1,370
Q4 2023 New
$23.8B
$87,000 0.02% of portfolio
5,212
Q2 2023 New
$187B
$56,000 0.02% of portfolio
140
Q1 2025 Reduced 6.67%
$367B
$85,000 0.02% of portfolio
630
Q2 2025 Reduced 22.22%
$306B
$86,000 0.02% of portfolio
335
Q2 2025 Added 0.3%
$18.1B
$76,000 0.02% of portfolio
190
Q1 2025 Reduced 9.95%
$0
$81,000 0.02% of portfolio
3,200
Q1 2025 New
$95.8B
$56,000 0.02% of portfolio
1,249
Q2 2022 New
$89.6B
$59,000 0.02% of portfolio
2,666
Q2 2025 Reduced 9.2%
$120B
$58,000 0.02% of portfolio
650
Q1 2025 Reduced 3.56%
$24.1B
$64,000 0.02% of portfolio
430
Q2 2022 New
$222B
$63,000 0.02% of portfolio
216
Q2 2024 Reduced 40.17%
$293B
$69,000 0.02% of portfolio
1,000
Q2 2025 Added 42.86%
$23.6B
$63,000 0.02% of portfolio
269
Q4 2024 Reduced 38.72%
$8.91B
$66,000 0.02% of portfolio
1,112
Q2 2023 New
$57.4B
$61,000 0.02% of portfolio
251
Q1 2025 Reduced 10.04%
$63.6B
$67,000 0.02% of portfolio
650
Q4 2024 Added 8.33%
$39.1B
$32,000 0.01% of portfolio
304
Q2 2025 Reduced 19.79%
$85.6B
$36,000 0.01% of portfolio
111
Q2 2025 Added 101.82%
$152B
$49,000 0.01% of portfolio
223
Q2 2024 Added 74.22%
$10.9B
$20,000 0.01% of portfolio
1,925
Q4 2024 New
$6.58B
$35,000 0.01% of portfolio
666
Q1 2025 Reduced 10.0%
$172B
$44,000 0.01% of portfolio
43
Q3 2023 New
$24.1B
$31,000 0.01% of portfolio
500
Q3 2023 New
$32.2B
$19,000 0.01% of portfolio
240
Q1 2025 New
$94.4B
$53,000 0.01% of portfolio
750
Q2 2025 Added 106.61%
$113B
$46,000 0.01% of portfolio
100
Q1 2025 New
$89.4B
$49,000 0.01% of portfolio
100
Q1 2025 New
$112B
$24,000 0.01% of portfolio
350
Q3 2023 Added 100.0%
$48.9B
$36,000 0.01% of portfolio
375
Q4 2024 Added 66.67%
$36.3B
$51,000 0.01% of portfolio
400
Q2 2022 New
$8.71B
$45,000 0.01% of portfolio
990
Q2 2025 New

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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