Ritter Daniher Financial Advisory LLC Portfolio Holdings

Ritter Daniher Financial Advisory LLC

  • $339 Million
  • Q3 2024

Ritter Daniher Financial Advisory LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $339 Million distributed in 317 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 $74.5M, Ishares Core Dividend Growth E with a value of $33.3M, Ishares Tr with a value of $29.5M, Ishares Core S&P Mid Cap ETF with a value of $28.4M, and American Centy ETF Tr Avantis with a value of $22.9M.

Examining the 13F form we can see an increase of $26.2M in the current position value, from $313M to 339M.

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 $339 Million
ETFs: $261 Million
Technology: $14.7 Million
Financial Services: $14.5 Million
Consumer Defensive: $14.4 Million
Industrials: $5.59 Million
Consumer Cyclical: $5.05 Million
Healthcare: $3.95 Million
Communication Services: $2.75 Million
Other: $3.66 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$404M
$14,000 0.0% of portfolio
1,064
Q2 2022 New
$0
$0 0.0% of portfolio
6
Q3 2024 Added 200.0%
$0
$3,000 0.0% of portfolio
177
Q2 2022 New
Pimco ETF Tr
-
$0 0.0% of portfolio
-
Q3 2024 New
$0
$1,000 0.0% of portfolio
55
Q2 2024 Reduced 31.25%
$21.1B
$8,000 0.0% of portfolio
100
Q3 2024 Reduced 14.53%
$0
$6,000 0.0% of portfolio
581
Q4 2022 Added 8.4%
$105B
$9,000 0.0% of portfolio
74
Q2 2023 Reduced 40.32%
$0
$11,000 0.0% of portfolio
1,061
Q4 2023 Reduced 17.37%
$0
$10,000 0.0% of portfolio
237
Q3 2024 Reduced 92.68%
$0
$2,000 0.0% of portfolio
76
Q4 2023 Reduced 20.83%
$8.85B
$2,000 0.0% of portfolio
200
Q4 2023 Reduced 54.23%
$174B
$12,000 0.0% of portfolio
100
Q4 2023 Reduced 50.0%
$0
$6,000 0.0% of portfolio
230
Q2 2024 Added 76.92%
$342B
$2,000 0.0% of portfolio
10
Q2 2024 Reduced 23.08%
$0
$9,000 0.0% of portfolio
339
Q3 2024 Reduced 2.87%

Summary

  • Portfolio
  • No. of Stocks 317
  • Current Value $339 Million
  • Prior Value $313 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 20 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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