Ritter Daniher Financial Advisory LLC Purchases in Q1 2025

Ritter Daniher Financial Advisory LLC

  • $330 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIS
Dimensional ETF Tr Dimensional

ETFs
145K
+ 90.81%
$23.92 - $26.89 $3.48M - $3.91M
305K $7.89M
AVEM
American Centy ETF Tr Avantis

ETFs
49.8K
+ 12.52%
$57.11 - $62.4 $2.84M - $3.11M
447K $26.9M
VNLA
Janus Henderson Short Duration

ETFs
53.5K
New
$48.89 - $49.21 $2.61M - $2.63M
53.5K $2.63M
IEFA
Ishares Tr

ETFs
6.57K
+ 1.73%
$69.57 - $78.65 $457K - $516K
387K $29.3M
DGRO
Ishares Core Dividend Growth E

ETFs
22.1K
+ 3.93%
$60.46 - $64.42 $1.34M - $1.42M
585K $36.2M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.9K
+ 8.05%
$56.17 - $59.71 $668K - $710K
160K $9.12M
EFG
Msci Eafe Growth ETF

ETFs
1.9K
+ 21.08%
$96.1 - $106.37 $183K - $202K
10.9K $1.09M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
10.2K
+ 213.5%
$20.56 - $21.51 $209K - $219K
14.9K $317K
EFV
Msci Eafe Value ETF

ETFs
2.08K
+ 29.97%
$51.88 - $60.73 $108K - $126K
9K $530K
EFA
Ishares Tr Msci Eafe ETF

ETFs
250
+ 2.23%
$74.85 - $84.89 $18.7K - $21.2K
11.4K $935K
PHYS
Sprott Physical Gold Trust

Financial Services
3.2K
New
$20.25 - $24.06 $64.8K - $77K
3.2K $76K
ICLN
Ishares

ETFs
6.28K
New
$10.94 - $11.86 $68.7K - $74.4K
6.28K $71K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1.6K
New
$38.41 - $44.06 $61.5K - $70.5K
1.6K $62K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
744
New
$75.32 - $84.77 $56K - $63.1K
744 $60K
NOC
Northrop Grumman Corp

Industrials
100
New
$433.45 - $513.82 $43.3K - $51.4K
100 $51K
LMT
Lockheed Martin Corp

Industrials
100
New
$423.19 - $506.29 $42.3K - $50.6K
100 $44K
ISRG
Intuitive Surgical Inc

Healthcare
102
+ 26.7%
$476.63 - $610.45 $48.6K - $62.3K
484 $239K
XJR
Ishares Tresg Screened S&P Sma

ETFs
1.06K
New
$36.7 - $42.78 $38.9K - $45.3K
1.06K $39K
DUK
Duke Energy Corp

Utilities
2
+ 0.07%
$105.87 - $121.97 $212 - $244
2.68K $326K
FRNW
Fidelity Covington Tr Clean En
2.81K
New
$12.85 - $14.38 $36.1K - $40.4K
2.81K $36K
META
Meta Platforms, Inc.

Communication Services
64
+ 13.62%
$576.36 - $736.67 $36.9K - $47.1K
534 $307K
BMY
Bristol Myers Squibb CO

Healthcare
50
+ 0.83%
$53.9 - $63.11 $2.7K - $3.16K
6.06K $369K
NVDA
Nvidia Corp

Technology
907
+ 29.43%
$106.98 - $149.43 $97K - $136K
3.99K $432K
UAL
United Airlines Holdings, Inc.

Industrials
240
New
$69.05 - $110.52 $16.6K - $26.5K
240 $16K
ASA
Asa Gold & Precious Metals LTD

Financial Services
500
New
$20.8 - $30.14 $10.4K - $15.1K
500 $15K
NFLX
Netflix Inc

Communication Services
7
+ 3.91%
$828.4 - $1058.6 $5.8K - $7.41K
186 $173K
DAL
Delta Air Lines, Inc.

Industrials
380
+ 233.13%
$43.6 - $69.06 $16.6K - $26.2K
543 $23K
PSLV
Sprott Physical Silver Trust

Financial Services
862
New
$9.86 - $11.68 $8.5K - $10.1K
862 $9K
VDE
Vanguard Energy ETF

ETFs
55
New
$119.14 - $132.76 $6.55K - $7.3K
55 $7K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
28
+ 11.34%
$78.97 - $85.82 $2.21K - $2.4K
275 $22K
VZ
Verizon Communications Inc

Communication Services
4
+ 1.56%
$37.81 - $46.49 $151 - $186
260 $11K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
32
+ 38.1%
$21.23 - $23.75 $679 - $760
116 $2K
Wisdomtree Tr
108K
+ 53.31%
N/A
311K $0
South Bow Corp
20
New
N/A
20 $0
BFB
Brown Forman Corp Cl B
200
New
N/A
200 $0
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2
New
$211.47 - $267.17 $423 - $534
2 $0
Pimco ETF Tr
389K
+ 91.53%
N/A
815K $0
F
Ford Motor CO

Consumer Cyclical
5
+ 1.52%
$9.12 - $10.43 $45.6 - $52.2
333 $3K
Ishares Bitcoin Trust ETF
180
+ 450.0%
N/A
220 $0
Morgan Stanley ETF Trust
2.72K
New
N/A
2.72K $0
Morgan Stanley ETF Trust
1.26K
New
N/A
1.26K $0
SOXX
Ishares Semiconductor ETF

ETFs
3
+ 16.67%
$188.17 - $235.81 $565 - $707
21 $3K
AFG
American Financial Group Inc

Financial Services
4
+ 2.01%
$119.82 - $138.45 $479 - $554
203 $26K
SCHA
Schwab Strategic Tr Us Small C

ETFs
22
+ 0.67%
$23.16 - $27.04 $510 - $595
3.32K $77K
ITOT
Ishares Core S&P Total U.S. St

ETFs
60
+ 2.38%
$120.29 - $134.6 $7.22K - $8.08K
2.58K $314K
BX
Blackstone Inc.

Financial Services
5
+ 0.86%
$136.53 - $186.74 $683 - $934
589 $82K
IWM
Ishares Russell 2000 ETF

ETFs
111
+ 3.23%
$198.1 - $229.79 $22K - $25.5K
3.55K $707K
AMZN
Amazon Com Inc

Consumer Cyclical
105
+ 0.7%
$190.26 - $242.06 $20K - $25.4K
15.2K $2.89M
Activity Summary
Buys All Purchases 52 New Holdings 20 Increased Positions 32 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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