Ritter Daniher Financial Advisory LLC Sells in Q2 2025

Ritter Daniher Financial Advisory LLC

  • $366 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-3.28K
- 4.65%
$157.66 - $172.39 $518K - $566K
67.4K $10.7M
AAPL
Apple Inc.

Technology
-839
- 2.2%
$172.42 - $223.89 $145K - $188K
37.3K $7.65M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-4.4K
- 12.76%
$56.84 - $65.5 $250K - $288K
30.1K $1.97M
UNH
Unitedhealth Group Inc

Healthcare
-36
- 5.35%
$274.35 - $599.47 $9.88K - $21.6K
637 $198K
BP
Bp PLC

Energy
-3.52K
- 44.77%
$26.11 - $33.81 $91.9K - $119K
4.34K $129K
DUK
Duke Energy Corp

Utilities
-230
- 8.59%
$112.46 - $124.05 $25.9K - $28.5K
2.45K $288K
AVIV
American Centy ETF Tr Avantis
-2.89K
- 10.91%
$50.27 - $62.84 $145K - $182K
23.6K $1.47M
PFE
Pfizer Inc

Healthcare
-650
- 4.54%
$21.59 - $24.84 $14K - $16.1K
13.7K $331K
SJM
J M Smucker CO

Consumer Defensive
-207
- 56.71%
$94.41 - $118.52 $19.5K - $24.5K
158 $15K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-500
- 16.67%
$91.62 - $116.16 $45.8K - $58.1K
2.5K $290K
T
At&T Inc.

Communication Services
-497
- 37.14%
$26.33 - $28.94 $13.1K - $14.4K
841 $24K
PRU
Prudential Financial Inc

Financial Services
-75
- 19.79%
$95.12 - $112.71 $7.13K - $8.45K
304 $32K
INTC
Intel Corp

Technology
-270
- 9.2%
$18.13 - $22.69 $4.9K - $6.13K
2.67K $59K
SBUX
Starbucks Corp

Consumer Cyclical
-19
- 2.83%
$79.69 - $99.41 $1.51K - $1.89K
652 $59K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-882
- 12.8%
$17.76 - $22.1 $15.7K - $19.5K
6.01K $132K
ACN
Accenture PLC

Technology
-10
- 11.24%
$279.23 - $323.21 $2.79K - $3.23K
79 $23K
UNP
Union Pacific Corp

Industrials
-8
- 9.88%
$208.27 - $238.46 $1.67K - $1.91K
73 $16K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-43
- 12.54%
$91.51 - $113.03 $3.93K - $4.86K
300 $33K
ITW
Illinois Tool Works Inc

Industrials
-7
- 3.15%
$218.41 - $252.43 $1.53K - $1.77K
215 $53K
HD
Home Depot, Inc.

Consumer Cyclical
-5
- 0.72%
$335.24 - $380.78 $1.68K - $1.9K
689 $252K
WM
Waste Management Inc

Industrials
-6
- 10.0%
$216.47 - $242.1 $1.3K - $1.45K
54 $12K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-186
- 2.09%
$83.54 - $100.04 $15.5K - $18.6K
8.7K $865K
MDT
Medtronic PLC

Healthcare
-15
- 9.8%
$80.68 - $88.86 $1.21K - $1.33K
138 $12K
GPC
Genuine Parts CO

Consumer Cyclical
-10
- 9.17%
$105.54 - $129.09 $1.06K - $1.29K
99 $12K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-258
- 7.77%
$20.42 - $25.3 $5.27K - $6.53K
3.06K $77K
Wisdomtree Tr
-10.4K
- 3.34%
N/A
300K $0
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-14
- 5.09%
$75.29 - $91.16 $1.05K - $1.28K
261 $23K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-7
- 6.6%
$104.23 - $134.39 $730 - $941
99 $13K
LECO
Lincoln Electric Holdings Inc

Industrials
-200
- 8.0%
$167.18 - $211.38 $33.4K - $42.3K
2.3K $476K
PLTR
Palantir Technologies Inc.

Technology
-180
- 22.22%
$74.01 - $144.25 $13.3K - $26K
630 $85K
AXON
Axon Enterprise, Inc.

Industrials
-24
- 19.2%
$497.13 - $827.94 $11.9K - $19.9K
101 $83K
VTI
Vanguard Total Stock Market Et

ETFs
-28
- 1.96%
$243.75 - $303.93 $6.83K - $8.51K
1.4K $425K
IWR
Ishares Russell Mid Cap ETF

ETFs
-615
- 4.68%
$74.88 - $91.97 $46.1K - $56.6K
12.5K $1.15M
META
Meta Platforms, Inc.

Communication Services
-56
- 10.49%
$484.66 - $738.09 $27.1K - $41.3K
478 $352K
SPY
Spdr S&P 500 ETF Trust

ETFs
-19
- 1.75%
$496.48 - $617.85 $9.43K - $11.7K
1.06K $657K
IWM
Ishares Russell 2000 ETF

ETFs
-22
- 0.62%
$174.82 - $215.79 $3.85K - $4.75K
3.52K $760K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.29K
- 11.05%
$82.96 - $110.1 $107K - $142K
10.4K $1.14M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-48
- 0.42%
$72.96 - $90.39 $3.5K - $4.34K
11.4K $1.02M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-651
- 3.38%
$73.7 - $90.98 $48K - $59.2K
18.6K $1.69M
NVDA
Nvidia Corp

Technology
-489
- 12.26%
$94.31 - $157.99 $46.1K - $77.3K
3.5K $552K
IWP
Ishares Russell Mid Cap Growth

ETFs
-579
- 4.31%
$104.34 - $138.68 $60.4K - $80.3K
12.9K $1.78M
AMZN
Amazon Com Inc

Consumer Cyclical
-100
- 0.66%
$167.32 - $223.3 $16.7K - $22.3K
15.1K $3.31M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.42K
- 1.46%
$90.56 - $109.49 $219K - $265K
163K $17.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-16K
- 3.31%
$51.16 - $62.02 $821K - $995K
469K $29.1M
IEFA
Ishares Tr

ETFs
-6.33K
- 1.64%
$67.83 - $84.09 $429K - $532K
380K $31.8M
AVEM
American Centy ETF Tr Avantis

ETFs
-6.84K
- 1.53%
$53.08 - $68.54 $363K - $469K
440K $30.2M
Activity Summary
Buys All Purchases 96 New Holdings 33 Increased Positions 63 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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