Ritter Daniher Financial Advisory LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $339 Million distributed in 317 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 $74.5M, Ishares Core Dividend Growth E with a value of $33.3M, Ishares Tr with a value of $29.5M, Ishares Core S&P Mid Cap ETF with a value of $28.4M, and American Centy ETF Tr Avantis with a value of $22.9M.

Examining the 13F form we can see an increase of $26.2M in the current position value, from $313M to 339M.

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 $339 Million
ETFs: $261 Million
Technology: $14.7 Million
Financial Services: $14.5 Million
Consumer Defensive: $14.4 Million
Industrials: $5.59 Million
Consumer Cyclical: $5.05 Million
Healthcare: $3.95 Million
Communication Services: $2.75 Million
Other: $3.66 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 317
  • Current Value $339 Million
  • Prior Value $313 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 20 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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