Ritter Daniher Financial Advisory LLC Reduced Holdings in Q1 2025

Ritter Daniher Financial Advisory LLC

  • $330 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
-260
- 24.3%
$64.98 - $124.62 $16.9K - $32.4K
810 $68K
OEF
Ishares S&P 100 ETF

ETFs
-44
- 5.05%
N/A
827 $220K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-67
- 16.34%
$101.13 - $119.79 $6.78K - $8.03K
343 $35K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.05K
- 13.17%
$18.36 - $20.51 $19.2K - $21.4K
6.89K $136K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-188
- 49.87%
$56.12 - $68.15 $10.6K - $12.8K
189 $12K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-10
- 6.67%
$497.6 - $606.74 $4.98K - $6.07K
140 $69K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-21
- 0.4%
$25.58 - $29.24 $537 - $614
5.18K $135K
LIT
Global X Fds Global X Lithium

ETFs
-162
- 68.35%
$38.8 - $42.84 $6.29K - $6.94K
75 $2K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-474
- 40.37%
$10.61 - $16.49 $5.03K - $7.82K
700 $8K
ORCL
Oracle Corp

Technology
-8
- 3.42%
$139.81 - $186.47 $1.12K - $1.49K
226 $31K
PRU
Prudential Financial Inc

Financial Services
-33
- 8.01%
$105.04 - $122.33 $3.47K - $4.04K
379 $42K
MA
Mastercard Inc

Financial Services
-21
- 9.38%
$504.67 - $576.31 $10.6K - $12.1K
203 $111K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-65
- 5.47%
$24.91 - $29.02 $1.62K - $1.89K
1.12K $28K
ASML
Asml Holding Nv

Technology
-4
- 11.43%
$662.63 - $776.99 $2.65K - $3.11K
31 $20K
AMD
Advanced Micro Devices Inc

Technology
-9
- 4.79%
$96.63 - $129.55 $870 - $1.17K
179 $18K
VOT
Vanguard Mid Cap Growth Index

ETFs
-3
- 1.08%
$237.72 - $276.98 $713 - $831
275 $67K
PLD
Prologis, Inc.

Real Estate
-37
- 50.0%
$103.59 - $124.04 $3.83K - $4.59K
37 $4K
TSCO
Tractor Supply CO

Consumer Cyclical
-74
- 10.0%
$51.66 - $57.94 $3.82K - $4.29K
666 $36K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-19
- 5.6%
$25.81 - $28.52 $490 - $542
320 $8K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-63
- 5.43%
$25.77 - $27.6 $1.62K - $1.74K
1.1K $29K
LNG
Cheniere Energy, Inc.

Energy
-28
- 10.04%
$209.32 - $253.66 $5.86K - $7.1K
251 $58K
DE
Deere & CO

Industrials
-10
- 8.55%
$408.57 - $509.27 $4.09K - $5.09K
107 $50K
COP
Conocophillips

Energy
-24
- 3.56%
$88.6 - $105.85 $2.13K - $2.54K
650 $68K
INTC
Intel Corp

Technology
-210
- 6.68%
$19.1 - $27.39 $4.01K - $5.75K
2.94K $66K
MCK
Mckesson Corp

Healthcare
-15
- 10.34%
$566.21 - $672.99 $8.49K - $10.1K
130 $87K
RTX
Raytheon Technologies Corp

Industrials
-200
- 9.44%
$114.1 - $135.66 $22.8K - $27.1K
1.92K $254K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-7
- 8.86%
$1187.71 - $1432.58 $8.31K - $10K
72 $103K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-15
- 5.05%
$402.49 - $513.76 $6.04K - $7.71K
282 $136K
ABBV
Abb Vie Inc.

Healthcare
-25
- 2.94%
$169.2 - $216.66 $4.23K - $5.42K
825 $172K
VEA
Vanguard Ftse Developed Market

ETFs
-334
- 2.45%
$47.4 - $52.99 $15.8K - $17.7K
13.3K $676K
UBER
Uber Technologies, Inc

Technology
-13
- 0.58%
$63.17 - $81.49 $821 - $1.06K
2.24K $163K
LLY
Eli Lilly & CO

Healthcare
-25
- 2.25%
$725.72 - $929.72 $18.1K - $23.2K
1.09K $897K
CVX
Chevron Corp

Energy
-125
- 4.14%
$146.71 - $167.97 $18.3K - $21K
2.9K $484K
JPM
Jpmorgan Chase & CO

Financial Services
-99
- 0.51%
$225.19 - $279.95 $22.3K - $27.7K
19.2K $4.71M
GLD
Spdr Gold Trust

ETFs
-50
- 2.24%
$243.19 - $288.14 $12.2K - $14.4K
2.18K $628K
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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