Ritter Daniher Financial Advisory LLC / DE Portfolio Holdings
Q3 2025•459 long positions•$567.9M portfolio value
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Holding475 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $96.5M 17.0% | +$1.7M Bought | — 144.2K shares | 141.7K → 144.2K +$1.7M | +1.77% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $42.8M 7.54% | +$1.7M Bought | — 628.9K shares | 603.9K → 628.9K +$1.7M | +4.12% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $33.4M 5.88% | +$9.3M Bought | — 1.2M shares | 896.4K → 1.2M +$9.3M | +38.76% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $33.3M 5.87% | +$118.0K Bought | — 381.8K shares | 380.5K → 381.8K +$118.0K | +0.36% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $31.5M 5.55% | -$1.6M Sold | — 419.6K shares | 440.4K → 419.6K −$1.6M | -4.72% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $28.1M 4.94% | -$2.5M Sold | — 429.9K shares | 468.7K → 429.9K −$2.5M | -8.27% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $18.9M 3.32% | -$477.5K Sold | — 158.6K shares | 162.7K → 158.6K −$477.5K | -2.47% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $18.1M 3.19% | +$893.0K Bought | — 316.0K shares | 300.5K → 316.0K +$893.0K | +5.18% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $17.4M 3.06% | +$9.3M Bought | — 352.8K shares | 164.6K → 352.8K +$9.3M | +114.34% | — — | Q1 2025 Held for 8 months | |
Household & Personal Products Consumer Defensive | $12.3M 2.16% | +$1.9M Bought | 0.003% 79.9K shares | 67.4K → 79.9K +$1.9M | +18.47% | $359.62B Mega Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $12.2M 2.14% | +$11.1M Bought | — 19.9K shares | 1.8K → 19.9K +$11.1M | +1,000.94% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $9.8M 1.73% | +$556.4K Bought | — 172.3K shares | 162.6K → 172.3K +$556.4K | +5.99% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.7M 1.71% | -$139.0K Sold | — 307.2K shares | 311.6K → 307.2K −$139.0K | -1.41% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $9.3M 1.64% | -$203.7K Sold | 0.0% 36.5K shares | 37.3K → 36.5K −$203.7K | -2.15% | $3.78T Mega Cap | Q2 2022 Held for 3y 5m | |
Banks - Regional Financial Services | $8.2M 1.44% | -$337.3K Sold | 3.85% 545.2K shares | 567.7K → 545.2K −$337.3K | -3.96% | $212.5M Micro Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $7.2M 1.26% | +$7.1M Bought | — 12.0K shares | 146.0 → 12.0K +$7.1M | +8,093.84% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $6.8M 1.21% | +$6.8M New | — 101.8K shares | 0 → 101.8K +$6.8M | New | — — | Q3 2025 Held for 2 months | |
Banks - Diversified Financial Services | $6.7M 1.17% | +$572.2K Bought | 0.001% 21.1K shares | 19.3K → 21.1K +$572.2K | +9.39% | $867.35B Mega Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $6.6M 1.16% | +$6.6M New | — 26.7K shares | 0 → 26.7K +$6.6M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $5.9M 1.05% | +$5.9M New | — 127.3K shares | 0 → 127.3K +$5.9M | New | — — | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $5.6M 0.993% | +$2.3M Bought | 0.0% 10.9K shares | 6.5K → 10.9K +$2.3M | +67.17% | $3.85T Mega Cap | Q2 2022 Held for 3y 5m | |
Internet Content & Information Communication Services | $4.9M 0.862% | +$2.8M Bought | 0.0% 20.1K shares | 8.6K → 20.1K +$2.8M | +134.8% | $2.95T Mega Cap | Q2 2022 Held for 3y 5m | |
Specialty Retail Consumer Cyclical | $4.9M 0.858% | +$1.6M Bought | 0.0% 22.2K shares | 15.1K → 22.2K +$1.6M | +47.13% | $2.34T Mega Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $4.7M 0.821% | +$4.6M Bought | — 33.1K shares | 452.0 → 33.1K +$4.6M | +7,221.46% | — — | Q4 2023 Held for 1y 11m | |
Specialty Business Services Industrials | $4.6M 0.814% | -$469.8K Sold | 0.006% 22.5K shares | 24.8K → 22.5K −$469.8K | -9.22% | $82.7B Large Cap | Q2 2022 Held for 3y 5m | |
Unknown Unknown | $4.6M 0.806% | +$3.5M Bought | — 21.2K shares | 4.8K → 21.2K +$3.5M | +344.39% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.5M 0.786% | +$4.4M Bought | — 23.9K shares | 498.0 → 23.9K +$4.4M | +4,707.43% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.5M 0.623% | +$3.5M New | — 86.8K shares | 0 → 86.8K +$3.5M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $3.5M 0.611% | +$3.5M New | — 74.6K shares | 0 → 74.6K +$3.5M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $3.3M 0.577% | +$3.3M Bought | — 31.4K shares | 2.0 → 31.4K +$3.3M | +1,568,450.0% | — — | Q3 2024 Held for 1y 2m | |
Internet Content & Information Communication Services | $2.6M 0.454% | +$2.2M Bought | 0.0% 3.5K shares | 478.0 → 3.5K +$2.2M | +634.52% | $1.84T Mega Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $2.6M 0.451% | +$2.5M Bought | — 5.3K shares | 226.0 → 5.3K +$2.5M | +2,263.27% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.3M 0.413% | +$2.3M New | — 53.7K shares | 0 → 53.7K +$2.3M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.3M 0.402% | -$84.4K Sold | — 50.1K shares | 52.0K → 50.1K −$84.4K | -3.56% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.3M 0.4% | +$2.3M New | — 124.5K shares | 0 → 124.5K +$2.3M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.1M 0.375% | +$2.1M New | — 45.8K shares | 0 → 45.8K +$2.1M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.0M 0.352% | +$2.0M New | — 17.6K shares | 0 → 17.6K +$2.0M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.7M 0.301% | +$1.3M Bought | — 34.2K shares | 8.4K → 34.2K +$1.3M | +306.71% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.7M 0.301% | -$76.7K Sold | — 17.8K shares | 18.6K → 17.8K −$76.7K | -4.3% | — — | Q2 2022 Held for 3y 5m | |
Travel Services Consumer Cyclical | $1.7M 0.294% | +$1.7M New | 0.001% 309.0 shares | 0 → 309.0 +$1.7M | New | $174.99B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.7M 0.291% | -$419.3K Sold | — 24.0K shares | 30.1K → 24.0K −$419.3K | -20.22% | — — | Q2 2023 Held for 2y 5m | |
Internet Content & Information Communication Services | $1.6M 0.29% | +$566.5K Bought | 0.0% 6.8K shares | 4.4K → 6.8K +$566.5K | +52.32% | $2.95T Mega Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.6M 0.281% | -$121.8K Sold | — 12.3K shares | 13.2K → 12.3K −$121.8K | -7.09% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.6M 0.278% | -$252.1K Sold | — 11.1K shares | 12.9K → 11.1K −$252.1K | -13.77% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.5M 0.271% | +$1.5M New | — 40.4K shares | 0 → 40.4K +$1.5M | New | — — | Q3 2025 Held for 2 months | |
Auto - Manufacturers Consumer Cyclical | $1.5M 0.268% | +$216.1K Bought | 0.0% 3.4K shares | 2.9K → 3.4K +$216.1K | +16.53% | $1.48T Mega Cap | Q2 2022 Held for 3y 5m | |
Financial - Capital Markets Financial Services | $1.5M 0.268% | +$1.5M New | 0.001% 16.0K shares | 0 → 16.0K +$1.5M | New | $173.30B Large Cap | Q3 2025 Held for 2 months | |
Insurance - Diversified Financial Services | $1.5M 0.266% | — | 0.0% 2.0 shares | — | — | $1.08T Mega Cap | Q1 2025 Held for 8 months | |
Financial - Credit Services Financial Services | $1.5M 0.258% | +$1.3M Bought | 0.0% 4.3K shares | 530.0 → 4.3K +$1.3M | +710.94% | $662.60B Mega Cap | Q2 2022 Held for 3y 5m | |
Unknown Unknown | $1.4M 0.253% | -$156.7K Sold | — 21.3K shares | 23.6K → 21.3K −$156.7K | -9.84% | — — | Q4 2022 Held for 2y 11m |
