Ritter Daniher Financial Advisory LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $330 Million distributed in 310 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $77.7M, Ishares Core Dividend Growth E with a value of $36.2M, Ishares Tr with a value of $29.3M, Ishares Core S&P Mid Cap ETF with a value of $28.3M, and American Centy ETF Tr Avantis with a value of $26.9M.
Examining the 13F form we can see an decrease of $1.85M in the current position value, from $332M to 330M.
Ritter Daniher Financial Advisory LLC is based out at Cincinnati, OH
Below you can find more details about Ritter Daniher Financial Advisory LLC portfolio as well as his latest detailed transactions.
Portfolio value
$330 Million
ETFs: $264 Million
Financial Services: $16.8 Million
Consumer Defensive: $14.5 Million
Technology: $13 Million
Industrials: $5.6 Million
Consumer Cyclical: $4.89 Million
Healthcare: $3.51 Million
Communication Services: $2.62 Million
Other: $3.24 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions