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
PLTR
Palantir Technologies Inc.

Technology
106
+ 16.83%
$130.68 - $186.97 $13.9K - $19.8K
736 $134K
JNJ
Johnson & Johnson

Healthcare
2
+ 0.19%
$155.17 - $185.42 $310 - $371
1.06K $195K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.07%
$303.93 - $329.86 $304 - $330
1.4K $459K
JOBY
Joby Aviation, Inc.

Industrials
359
+ 18.65%
$9.81 - $20.39 $3.52K - $7.32K
2.28K $36K
DUK
Duke Energy Corp

Utilities
2
+ 0.08%
$116.31 - $125.93 $233 - $252
2.45K $302K
BX
Blackstone Inc.

Financial Services
4
+ 0.67%
$152.77 - $188.68 $611 - $755
597 $101K
SNX
Td Synnex Corp

Technology
70
+ 583.33%
$135.82 - $166.01 $9.51K - $11.6K
82 $13K
SRE
Sempra Energy

Utilities
53
+ 10.6%
$74.14 - $89.98 $3.93K - $4.77K
553 $49K
APLD
Applied Blockchain, Inc.

Financial Services
100
+ 17.51%
$9.18 - $24.67 $918 - $2.47K
671 $15K
GPC
Genuine Parts CO

Consumer Cyclical
60
+ 60.61%
$122.23 - $142.77 $7.33K - $8.57K
159 $22K
DAL
Delta Air Lines, Inc.

Industrials
59
+ 10.85%
$49.0 - $61.97 $2.89K - $3.66K
603 $34K
LLY
Eli Lilly & CO

Healthcare
31
+ 2.85%
$625.65 - $812.69 $19.4K - $25.2K
1.12K $853K
HUM
Humana Inc

Healthcare
18
+ 20.0%
$220.41 - $312.0 $3.97K - $5.62K
108 $28K
GIS
General Mills Inc

Consumer Defensive
118
+ 64.13%
$48.44 - $53.83 $5.72K - $6.35K
302 $15K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
111
+ 370.0%
$49.43 - $54.52 $5.49K - $6.05K
141 $7K
VPU
Vanguard Utilities ETF

ETFs
16
+ 9.14%
$175.25 - $189.41 $2.8K - $3.03K
191 $36K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
247
+ 123.5%
$25.5 - $35.2 $6.3K - $8.69K
447 $11K
LNG
Cheniere Energy, Inc.

Energy
29
+ 11.55%
$222.68 - $244.28 $6.46K - $7.08K
280 $65K
SCHV
Schwab Strategic Tr Us Large C

ETFs
11
+ 1.0%
$27.61 - $29.15 $304 - $321
1.11K $32K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
7
+ 2.68%
$86.07 - $90.74 $602 - $635
268 $24K
F
Ford Motor CO

Consumer Cyclical
4
+ 1.18%
$10.82 - $12.09 $43.3 - $48.4
342 $4K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
2
+ 28.57%
$132.51 - $145.94 $265 - $292
9 $1K
Coreweave Inc
320
+ 864.86%
N/A
357 $0
Ge Healthcare Technologies I
85
+ 149.12%
N/A
142 $0
DFAR
Dimensional ETF Tr Dimensional

ETFs
3
+ 75.0%
$22.9 - $24.1 $68.7 - $72.3
7 $0
Pimco ETF Tr
347K
+ 38.76%
N/A
1.24M $0
Wisdomtree Tr
15.6K
+ 5.18%
N/A
316K $0
KR
Kroger CO

Consumer Defensive
119
+ 2.79%
$64.52 - $74.35 $7.68K - $8.85K
4.39K $295K
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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