Ritter Daniher Financial Advisory LLC Incresed Positions in Q4 2024

Ritter Daniher Financial Advisory LLC

  • $332 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
5.8K
+ 4.49%
$570.51 - $610.59 $3.31M - $3.54M
135K $79.5M
DGRO
Ishares Core Dividend Growth E

ETFs
32.2K
+ 6.06%
$60.73 - $64.94 $1.95M - $2.09M
563K $34.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
14K
+ 3.07%
$61.68 - $67.87 $862K - $949K
469K $29.2M
AAPL
Apple Inc.

Technology
634
+ 1.68%
$221.69 - $259.02 $141K - $164K
38.3K $9.58M
AMZN
Amazon Com Inc

Consumer Cyclical
212
+ 1.43%
$180.88 - $232.93 $38.3K - $49.4K
15.1K $3.31M
AVEM
American Centy ETF Tr Avantis

ETFs
43K
+ 12.12%
$58.59 - $66.14 $2.52M - $2.84M
397K $23.4M
PG
Procter & Gamble CO

Consumer Defensive
4.75K
+ 6.97%
$161.05 - $179.7 $765K - $854K
73K $12.2M
GOOGL
Alphabet Inc.

Communication Services
298
+ 3.3%
$161.86 - $196.66 $48.2K - $58.6K
9.33K $1.77M
IWB
Ishares Tr Russell 1000 ETF

ETFs
400
+ 272.11%
$311.11 - $335.64 $124K - $134K
547 $176K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.25K
+ 750.0%
$57.29 - $63.1 $129K - $142K
2.55K $146K
V
Visa Inc.

Financial Services
200
+ 75.76%
$273.87 - $320.91 $54.8K - $64.2K
464 $146K
MSFT
Microsoft Corp

Technology
271
+ 4.34%
$406.35 - $454.46 $110K - $123K
6.52K $2.75M
VO
Vanguard Mid Cap ETF

ETFs
170
+ 97.14%
$261.5 - $284.63 $44.5K - $48.4K
345 $91K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
2.21K
+ 86.35%
$20.38 - $21.75 $45K - $48K
4.76K $98K
IWM
Ishares Russell 2000 ETF

ETFs
193
+ 5.95%
$216.13 - $242.4 $41.7K - $46.8K
3.43K $758K
CMI
Cummins Inc

Industrials
95
+ 316.67%
$324.93 - $383.42 $30.9K - $36.4K
125 $43K
AXON
Axon Enterprise, Inc.

Industrials
10
+ 7.69%
$399.22 - $689.78 $3.99K - $6.9K
140 $83K
CSCO
Cisco Systems, Inc.

Technology
500
+ 250.0%
$52.45 - $60.02 $26.2K - $30K
700 $41K
ABT
Abbott Laboratories

Healthcare
250
+ 121.95%
$111.93 - $119.39 $28K - $29.8K
455 $51K
SCHX
Schwab Strategic Tr Us Large C

ETFs
29.3K
+ 200.1%
$22.4 - $68.28 $657K - $2M
44K $1.02M
IBM
International Business Machines Corp

Technology
102
+ 10.41%
$204.9 - $238.04 $20.9K - $24.3K
1.08K $237K
NKE
Nike, Inc.

Consumer Cyclical
250
+ 95.06%
$73.36 - $89.13 $18.3K - $22.3K
513 $38K
TGT
Target Corp

Consumer Defensive
150
+ 66.67%
$121.59 - $160.69 $18.2K - $24.1K
375 $50K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
974
+ 487.0%
$9.71 - $15.34 $9.46K - $14.9K
1.17K $15K
HD
Home Depot, Inc.

Consumer Cyclical
59
+ 8.55%
$385.02 - $431.37 $22.7K - $25.5K
749 $291K
JNJ
Johnson & Johnson

Healthcare
171
+ 24.71%
$143.34 - $165.86 $24.5K - $28.4K
863 $124K
CVX
Chevron Corp

Energy
125
+ 4.31%
$141.15 - $162.53 $17.6K - $20.3K
3.02K $437K
USB
Us Bancorp \De\

Financial Services
50
+ 1.21%
$43.98 - $53.66 $2.2K - $2.68K
4.17K $199K
RTX
Raytheon Technologies Corp

Industrials
185
+ 9.57%
$114.45 - $127.21 $21.2K - $23.5K
2.12K $245K
TMO
Thermo Fisher Scientific Inc.

Healthcare
39
+ 35.14%
$501.29 - $612.85 $19.6K - $23.9K
150 $78K
ITOT
Ishares Core S&P Total U.S. St

ETFs
9
+ 0.36%
$124.26 - $134.12 $1.12K - $1.21K
2.52K $324K
CARR
Carrier Global Corp

Industrials
180
+ 90.0%
$66.69 - $82.65 $12K - $14.9K
380 $25K
AMGN
Amgen Inc

Healthcare
51
+ 66.23%
$258.78 - $328.31 $13.2K - $16.7K
128 $33K
SCHG
Schwab Strategic Tr Us Large C

ETFs
891
+ 300.0%
$25.93 - $105.3 $23.1K - $93.8K
1.19K $33K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
30
+ 39.47%
$114.08 - $125.68 $3.42K - $3.77K
106 $12K
GE
General Electric CO

Industrials
50
+ 17.61%
$159.95 - $194.23 $8K - $9.71K
334 $55K
AFG
American Financial Group Inc

Financial Services
7
+ 3.65%
$126.81 - $149.08 $888 - $1.04K
199 $27K
ABBV
Abb Vie Inc.

Healthcare
92
+ 12.14%
$164.99 - $203.87 $15.2K - $18.8K
850 $151K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
78
+ 1300.0%
$22.01 - $66.82 $1.72K - $5.21K
84 $1K
DAL
Delta Air Lines, Inc.

Industrials
1
+ 0.62%
$47.46 - $65.77 $47.5 - $65.8
163 $9K
ETR
Entergy Corp

Utilities
55
+ 100.0%
$73.19 - $156.4 $4.03K - $8.6K
110 $8K
Pimco ETF Tr
281K
+ 193.88%
N/A
426K $0
J P Morgan Exchange Traded F
4
+ 5.0%
N/A
84 $0
F
Ford Motor CO

Consumer Cyclical
4
+ 1.23%
$9.69 - $11.4 $38.8 - $45.6
328 $3K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.47K
+ 200.0%
$27.54 - $83.04 $95.6K - $288K
5.21K $144K
XLE
Energy Sector Spdr

ETFs
10
+ 0.81%
$83.32 - $97.27 $833 - $973
1.24K $106K
VZ
Verizon Communications Inc

Communication Services
4
+ 1.59%
$39.6 - $45.21 $158 - $181
256 $10K
SCHV
Schwab Strategic Tr Us Large C

ETFs
774
+ 200.0%
$25.79 - $80.4 $20K - $62.2K
1.16K $30K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
650
+ 200.0%
$26.93 - $84.95 $17.5K - $55.2K
975 $26K
Activity Summary
Buys All Purchases 76 New Holdings 13 Increased Positions 63 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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