Ritter Daniher Financial Advisory LLC Incresed Positions in Q3 2025

Ritter Daniher Financial Advisory LLC

  • $511 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
18.1K
+ 1000.94%
$567.77 - $614.76 $10.3M - $11.1M
19.9K $12.2M
VNLA
Janus Henderson Short Duration

ETFs
188K
+ 114.34%
$48.99 - $49.29 $9.22M - $9.28M
353K $17.4M
IVV
Ishares Core S&P 500 ETF

ETFs
2.51K
+ 1.77%
$620.67 - $670.08 $1.56M - $1.68M
144K $96.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
11.8K
+ 8093.84%
$546.99 - $602.2 $6.46M - $7.12M
12K $7.18M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
32.6K
+ 7221.46%
$132.9 - $142.03 $4.34M - $4.64M
33.1K $4.66M
VTV
Vanguard Value ETF

ETFs
23.4K
+ 4707.43%
$175.51 - $186.57 $4.11M - $4.37M
23.9K $4.46M
DGRO
Ishares Core Dividend Growth E

ETFs
24.9K
+ 4.12%
$64.12 - $68.08 $1.6M - $1.7M
629K $42.8M
GOOGL
Alphabet Inc.

Communication Services
11.6K
+ 134.8%
$174.36 - $254.72 $2.02M - $2.95M
20.1K $4.9M
SPYG
Spdr Portfolio

ETFs
31.4K
+ 1568450.0%
$94.33 - $105.31 $2.96M - $3.3M
31.4K $3.28M
VIG
Vanguard Dividend Appreciation

ETFs
16.4K
+ 344.39%
N/A
21.2K $3.87M
MSFT
Microsoft Corp

Technology
4.37K
+ 67.17%
$491.09 - $535.64 $2.15M - $2.34M
10.9K $5.64M
META
Meta Platforms, Inc.

Communication Services
3.03K
+ 634.52%
$695.21 - $791.73 $2.11M - $2.4M
3.51K $2.58M
IEFA
Ishares Tr

ETFs
1.35K
+ 0.36%
$81.7 - $87.53 $110K - $118K
382K $33.3M
AMZN
Amazon Com Inc

Consumer Cyclical
7.11K
+ 47.13%
$211.65 - $238.24 $1.5M - $1.69M
22.2K $4.87M
PG
Procter & Gamble CO

Consumer Defensive
12.4K
+ 18.47%
$150.47 - $161.22 $1.87M - $2.01M
79.9K $12.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
25.8K
+ 306.71%
$48.5 - $50.19 $1.25M - $1.29M
34.2K $1.71M
V
Visa Inc.

Financial Services
3.77K
+ 710.94%
$332.09 - $358.86 $1.25M - $1.35M
4.3K $1.47M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.88K
+ 6003.06%
$181.56 - $190.33 $1.07M - $1.12M
5.98K $1.13M
MA
Mastercard Inc

Financial Services
1.89K
+ 931.53%
$550.18 - $598.96 $1.04M - $1.13M
2.09K $1.19M
JPM
Jpmorgan Chase & CO

Financial Services
1.81K
+ 9.39%
$282.78 - $316.06 $513K - $573K
21.1K $6.66M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.15K
+ 285.25%
$224.68 - $282.71 $708K - $891K
4.26K $1.19M
GOOG
Alphabet Inc.

Communication Services
2.33K
+ 52.32%
$175.16 - $255.24 $407K - $594K
6.77K $1.65M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
14.3K
+ 6206.49%
$52.12 - $55.33 $747K - $793K
14.6K $806K
DIS
Walt Disney CO

Communication Services
5.99K
+ 805.79%
$112.25 - $124.0 $672K - $742K
6.73K $770K
PM
Philip Morris International Inc.

Consumer Defensive
4.19K
+ 4189.0%
$157.77 - $183.27 $661K - $768K
4.29K $695K
ELV
Elevance Health, Inc.

Healthcare
2.28K
+ 247.07%
$274.66 - $395.76 $626K - $902K
3.2K $1.03M
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.74K
+ 5.99%
$55.61 - $57.37 $542K - $559K
172K $9.84M
TSLA
Tesla, Inc.

Consumer Cyclical
486
+ 16.53%
$293.94 - $444.72 $143K - $216K
3.43K $1.52M
ORCL
Oracle Corp

Technology
1.65K
+ 244.53%
$218.96 - $328.33 $362K - $543K
2.33K $655K
NSC
Norfolk Southern Corp

Industrials
1.47K
+ 122.33%
$259.49 - $300.41 $381K - $441K
2.67K $801K
COP
Conocophillips

Energy
3.72K
+ 572.0%
$91.0 - $98.99 $338K - $368K
4.37K $413K
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.15K
+ 2497.67%
$139.82 - $155.45 $300K - $334K
2.23K $347K
RTX
Raytheon Technologies Corp

Industrials
1.71K
+ 89.16%
$144.19 - $167.33 $247K - $286K
3.63K $607K
MCK
Mckesson Corp

Healthcare
406
+ 312.31%
$659.01 - $772.54 $268K - $314K
536 $414K
XOM
Exxon Mobil Corp

Energy
2.39K
+ 32.06%
$105.83 - $117.22 $253K - $280K
9.85K $1.11M
UNH
Unitedhealth Group Inc

Healthcare
823
+ 129.2%
$237.77 - $353.61 $196K - $291K
1.46K $504K
LOW
Lowes Companies Inc

Consumer Cyclical
1.08K
+ 485.2%
$215.01 - $273.02 $233K - $295K
1.31K $327K
MDT
Medtronic PLC

Healthcare
2.67K
+ 1935.51%
$87.67 - $95.74 $234K - $256K
2.81K $267K
WFC
Wells Fargo & Company

Financial Services
2.46K
+ 19.29%
$77.05 - $85.16 $189K - $209K
15.2K $1.27M
MCD
Mcdonalds Corp

Consumer Cyclical
808
+ 374.07%
$291.67 - $316.99 $236K - $256K
1.02K $311K
ADBE
Adobe Inc.

Technology
692
+ 617.86%
$333.65 - $392.1 $231K - $271K
804 $283K
BAC
Bank Of America Corp

Financial Services
4.2K
+ 92.91%
$44.92 - $52.42 $188K - $220K
8.71K $449K
EBAY
Ebay Inc

Consumer Cyclical
2.56K
+ 2557.0%
$75.33 - $100.77 $193K - $258K
2.66K $241K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3.14K
+ 38.28%
$50.81 - $51.07 $159K - $160K
11.3K $577K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.69K
+ 2598.46%
$72.65 - $78.68 $123K - $133K
1.75K $137K
IVW
Ishares S&P 500 Growth ETF

ETFs
60
+ 0.58%
$108.97 - $121.65 $6.54K - $7.3K
10.4K $1.26M
SCHX
Schwab Strategic Tr Us Large C

ETFs
113
+ 0.26%
$24.46 - $26.5 $2.76K - $2.99K
43.4K $1.14M
LECO
Lincoln Electric Holdings Inc

Industrials
30
+ 1.3%
$210.22 - $247.76 $6.31K - $7.43K
2.33K $549K
SPY
Spdr S&P 500 ETF Trust

ETFs
7
+ 0.66%
$617.65 - $666.84 $4.32K - $4.67K
1.07K $713K
Activity Summary
Buys All Purchases 219 New Holdings 140 Increased Positions 79 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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