Ritter Daniher Financial Advisory LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $313 Million distributed in 309 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 $71M, Ishares Core Dividend Growth E with a value of $30.6M, Ishares Tr with a value of $26.8M, Ishares Core S&P Mid Cap ETF with a value of $26.1M, and American Centy ETF Tr Avantis with a value of $21.3M.
Examining the 13F form we can see an increase of $11.6M in the current position value, from $302M to 313M.
Also it can be appreciated an additional of 22 stocks purchases and 1 closed positions.
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
$313 Million
ETFs: $242 Million
Technology: $14.2 Million
Consumer Defensive: $14 Million
Financial Services: $13.5 Million
Industrials: $5 Million
Consumer Cyclical: $4.91 Million
Healthcare: $3.7 Million
Communication Services: $2.86 Million
Other: $3.07 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions