Ritter Daniher Financial Advisory LLC Portfolio Holdings
Ritter Daniher Financial Advisory LLC
- $511 Million
- Q3 2025
Ritter Daniher Financial Advisory LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $511 Million distributed in 467 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 $96.5M, Ishares Core Dividend Growth E with a value of $42.8M, Ishares Tr with a value of $33.3M, American Centy ETF Tr Avantis with a value of $31.5M, and Ishares Core S&P Mid Cap ETF with a value of $28.1M.
Examining the 13F form we can see an increase of $145M in the current position value, from $366M to 511M.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 467
- Current Value $511 Million
- Prior Value $366 Million
- Filing
- Period Q3 2025
- Filing Date November 03, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 140 stocks
- Additional Purchases 79 stocks
- Sold out of 0 stocks
- Reduced holdings in 60 stocks