 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| JAVA |
+14,318 | +$796 | | VTEB |
+8,400 | +$429 | | VTES |
+2,450 | +$248 | | VTIP |
+3,400 | +$161 | | ISCG |
+3,180 | +$140 | | ACWI |
+1,195 | +$122 | | IWV |
+435 | +$119 | | AVDV |
+1,810 | +$113 | | OGN |
+5,000 | +$72 | | VYM |
+604 | +$67 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| DFUV |
-5,000 | -$170 | | SPHB |
-1,705 | -$120 | | SGOV |
-1,165 | -$117 | | DFAS |
-2,100 | -$110 | | OMFL |
-1,888 | -$87 | | DRIV |
-2,000 | -$47 | | MKL |
-20 | -$29 | | TIP |
-242 | -$25 | | RISR |
-576 | -$19 | | VO |
-85 | -$18 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| JEPI |
+24,413 | +$1,492 | | IEFA |
+22,720 | +$3,578 | | TGRW |
+18,474 | +$609 | | DGRO |
+18,211 | +$3,137 | | IJR |
+15,186 | +$3,802 | | AVEM |
+13,335 | +$1,906 | | IJK |
+6,573 | +$581 | | IJJ |
+5,980 | +$760 | | IJH |
+5,491 | +$3,814 | | IJT |
+3,085 | +$481 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| JMST |
-25,870 | -$1,296 | | LDUR |
-9,282 | -$868 | | JHMM |
-4,000 | -$167 | | EFV |
-2,650 | -$96 | | VEA |
-2,644 | -$57 | | PFE |
-1,800 | -$136 | | IEMG |
-1,300 | -$62 | | EFG |
-1,181 | -$8 | | LIT |
-1,000 | -$69 |
Size ($ in 1000's)
At 12/31/2023: $269,645
At 09/30/2023: $236,825
Ritter Daniher Financial Advisory LLC DE holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ritter Daniher Financial Advisory LLC DE 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, we find all stocks held by Ritter Daniher Financial Advisory LLC DE to be as follows, presented in the
table below with each row detailing each Ritter Daniher Financial Advisory LLC DE position, ordered by largest to smallest position size.
The all-stocks-held-by-Ritter Daniher Financial Advisory LLC DE table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Ritter Daniher Financial Advisory LLC DE as of the latest filing.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVV) |
130,149 |
+2,053 |
$62,163 | | IVV | 130,149 | +2,053 | $62,163 | | ISHARES TR (DGRO) |
521,029 |
+18,211 |
$28,042 | | DGRO | 521,029 | +18,211 | $28,042 | | ISHARES TR (IEFA) |
352,579 |
+22,720 |
$24,804 | | IEFA | 352,579 | +22,720 | $24,804 | | ISHARES TR (IJH) |
87,941 |
+5,491 |
$24,373 | | IJH | 87,941 | +5,491 | $24,373 | | AMERICAN CENTY ETF TR (AVEM) |
333,803 |
+13,335 |
$18,823 | | AVEM | 333,803 | +13,335 | $18,823 | | ISHARES TR (IJR) |
170,243 |
+15,186 |
$18,429 | | IJR | 170,243 | +15,186 | $18,429 | | PROCTER AND GAMBLE CO |
73,313 |
-738 |
$10,743 | | PG | 73,313 | -738 | $10,743 | | LCNB CORP |
561,359 |
UNCH |
$8,853 | | LCNB | 561,359 | UNCH | $8,853 | | APPLE INC |
38,576 |
+8 |
$7,427 | | AAPL | 38,576 | +8 | $7,427 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
129,457 |
+24,413 |
$7,118 | | JEPI | 129,457 | +24,413 | $7,118 | | JPMORGAN CHASE & CO |
19,519 |
+1,381 |
$3,320 | | JPM | 19,519 | +1,381 | $3,320 | | CINTAS CORP |
4,744 |
+36 |
$2,859 | | CTAS | 4,744 | +36 | $2,859 | | MICROSOFT CORP |
6,685 |
-239 |
$2,514 | | MSFT | 6,685 | -239 | $2,514 | | AMAZON COM INC |
15,748 |
-619 |
$2,393 | | AMZN | 15,748 | -619 | $2,393 | | J P MORGAN EXCHANGE TRADED F (JMST) |
30,229 |
-25,870 |
$1,534 | | JMST | 30,229 | -25,870 | $1,534 | | ISHARES TR (IWP) |
13,610 |
+79 |
$1,422 | | IWP | 13,610 | +79 | $1,422 | | ISHARES TR (IJJ) |
11,951 |
+5,980 |
$1,363 | | IJJ | 11,951 | +5,980 | $1,363 | | ISHARES TR (IJK) |
15,215 |
+6,573 |
$1,205 | | IJK | 15,215 | +6,573 | $1,205 | | ISHARES TR (IJT) |
9,232 |
+3,085 |
$1,155 | | IJT | 9,232 | +3,085 | $1,155 | | ALPHABET INC |
8,073 |
-477 |
$1,128 | | GOOGL | 8,073 | -477 | $1,128 | | ISHARES TR (IWR) |
14,387 |
+1,290 |
$1,118 | | IWR | 14,387 | +1,290 | $1,118 | | COSTCO WHSL CORP NEW |
1,674 |
-19 |
$1,105 | | COST | 1,674 | -19 | $1,105 | | VANGUARD ADMIRAL FDS INC (IVOO) |
11,050 |
UNCH |
$1,038 | | IVOO | 11,050 | UNCH | $1,038 | | ISHARES TR (IJS) |
9,391 |
+2,887 |
$968 | | IJS | 9,391 | +2,887 | $968 | | ISHARES TR (IVW) |
12,437 |
+2,115 |
$934 | | IVW | 12,437 | +2,115 | $934 | | T ROWE PRICE ETF INC (TGRW) |
30,257 |
+18,474 |
$927 | | TGRW | 30,257 | +18,474 | $927 | | VANGUARD INDEX FDS (VOO) |
2,035 |
-100 |
$889 | | VOO | 2,035 | -100 | $889 | | ISHARES TR (EFA) |
11,612 |
-269 |
$875 | | EFA | 11,612 | -269 | $875 | | VANGUARD SPECIALIZED FUNDS (VIG) |
5,100 |
-388 |
$869 | | VIG | 5,100 | -388 | $869 | | ISHARES TR (EFG) |
8,955 |
-1,181 |
$867 | | EFG | 8,955 | -1,181 | $867 | | SCHWAB STRATEGIC TR |
15,227 |
-963 |
$859 | | SCHX | 15,227 | -963 | $859 | | VANGUARD ADMIRAL FDS INC (VIOO) |
8,206 |
UNCH |
$814 | | VIOO | 8,206 | UNCH | $814 | | J P MORGAN EXCHANGE TRADED F (JAVA) |
14,318 |
+14,318 |
$796 | | JAVA | 14,318 | +14,318 | $796 | | AMERICAN CENTY ETF TR (AVIV) |
15,231 |
-278 |
$784 | | AVIV | 15,231 | -278 | $784 | | NEXTERA ENERGY INC |
12,463 |
-722 |
$757 | | NEE | 12,463 | -722 | $757 | | EXXON MOBIL CORP |
6,844 |
+25 |
$684 | | XOM | 6,844 | +25 | $684 | | VANGUARD TAX MANAGED FDS (VEA) |
14,054 |
-2,644 |
$673 | | VEA | 14,054 | -2,644 | $673 | | ELI LILLY & CO |
1,118 |
-8 |
$652 | | LLY | 1,118 | -8 | $652 | | TESLA INC |
2,582 |
-420 |
$642 | | TSLA | 2,582 | -420 | $642 | | ISHARES TR (IWM) |
3,190 |
+163 |
$640 | | IWM | 3,190 | +163 | $640 | | LINCOLN ELEC HLDGS INC |
2,900 |
UNCH |
$631 | | LECO | 2,900 | UNCH | $631 | | ALPHABET INC |
4,370 |
UNCH |
$616 | | GOOG | 4,370 | UNCH | $616 | | CHEVRON CORP NEW |
4,007 |
-66 |
$598 | | CVX | 4,007 | -66 | $598 | | ISHARES TR (IVE) |
3,332 |
UNCH |
$579 | | IVE | 3,332 | UNCH | $579 | | ISHARES TR (EFV) |
10,622 |
-2,650 |
$553 | | EFV | 10,622 | -2,650 | $553 | | SPDR S&P 500 ETF TR (SPY) |
1,134 |
-212 |
$539 | | SPY | 1,134 | -212 | $539 | | PFIZER INC |
17,469 |
-1,800 |
$503 | | PFE | 17,469 | -1,800 | $503 | | KROGER CO |
9,931 |
UNCH |
$454 | | KR | 9,931 | UNCH | $454 | | ELEVANCE HEALTH INC |
942 |
+740 |
$444 | | ELV | 942 | +740 | $444 | | VANGUARD MUN BD FDS (VTEB) |
8,400 |
+8,400 |
$429 | | VTEB | 8,400 | +8,400 | $429 | | UNITEDHEALTH GROUP INC |
797 |
-19 |
$420 | | UNH | 797 | -19 | $420 | | VANGUARD INDEX FDS (VTI) |
1,748 |
-188 |
$415 | | VTI | 1,748 | -188 | $415 | | PEPSICO INC |
2,362 |
UNCH |
$401 | | PEP | 2,362 | UNCH | $401 | | SPDR GOLD TR (GLD) |
2,089 |
-17 |
$399 | | GLD | 2,089 | -17 | $399 | | ISHARES TR (DVY) |
3,281 |
+2,210 |
$385 | | DVY | 3,281 | +2,210 | $385 | | ROYAL CARIBBEAN GROUP |
2,862 |
-250 |
$371 | | RCL | 2,862 | -250 | $371 | | FIFTH THIRD BANCORP |
10,467 |
UNCH |
$361 | | FITB | 10,467 | UNCH | $361 | | BRISTOL MYERS SQUIBB CO |
6,105 |
UNCH |
$313 | | BMY | 6,105 | UNCH | $313 | | ISHARES TR (IWD) |
1,842 |
+59 |
$304 | | IWD | 1,842 | +59 | $304 | | NVIDIA CORPORATION |
586 |
-49 |
$290 | | NVDA | 586 | -49 | $290 | | COCA COLA CO |
4,887 |
-200 |
$288 | | KO | 4,887 | -200 | $288 | | NORFOLK SOUTHN CORP |
1,200 |
UNCH |
$284 | | NSC | 1,200 | UNCH | $284 | | BROADCOM INC |
250 |
-4 |
$279 | | AVGO | 250 | -4 | $279 | | ISHARES TR (DSI) |
3,000 |
UNCH |
$273 | | DSI | 3,000 | UNCH | $273 | | VANECK MERK GOLD TR |
13,635 |
UNCH |
$272 | | OUNZ | 13,635 | UNCH | $272 | | INVESCO EXCHANGE TRADED FD T (PHO) |
4,411 |
UNCH |
$268 | | PHO | 4,411 | UNCH | $268 | | DUKE ENERGY CORP NEW |
2,664 |
+2 |
$259 | | DUK | 2,664 | +2 | $259 | | HOME DEPOT INC |
746 |
-41 |
$259 | | HD | 746 | -41 | $259 | | VANGUARD WELLINGTON FD (VTES) |
2,450 |
+2,450 |
$248 | | VTES | 2,450 | +2,450 | $248 | | ISHARES TR (ITOT) |
2,318 |
+60 |
$244 | | ITOT | 2,318 | +60 | $244 | | ISHARES TR (IWS) |
1,988 |
UNCH |
$231 | | IWS | 1,988 | UNCH | $231 | | PIMCO ETF TR (LDUR) |
2,397 |
-9,282 |
$227 | | LDUR | 2,397 | -9,282 | $227 | | LULULEMON ATHLETICA INC |
439 |
-60 |
$224 | | LULU | 439 | -60 | $224 | | JOHN HANCOCK EXCHANGE TRADED (JHMM) |
4,199 |
-4,000 |
$221 | | JHMM | 4,199 | -4,000 | $221 | | US BANCORP DEL |
4,570 |
-900 |
$198 | | USB | 4,570 | -900 | $198 | | RTX CORPORATION |
2,085 |
-540 |
$175 | | RTX | 2,085 | -540 | $175 | | NETFLIX INC |
355 |
-51 |
$173 | | NFLX | 355 | -51 | $173 | | QUANTA SVCS INC |
803 |
-71 |
$173 | | PWR | 803 | -71 | $173 | | AT&T INC |
10,252 |
UNCH |
$172 | | T | 10,252 | UNCH | $172 | | GLOBAL X FDS |
3,285 |
-1,000 |
$167 | | LIT | 3,285 | -1,000 | $167 | | META PLATFORMS INC |
470 |
UNCH |
$166 | | META | 470 | UNCH | $166 | | VERTEX PHARMACEUTICALS INC |
404 |
-46 |
$164 | | VRTX | 404 | -46 | $164 | | INTEL CORP |
3,216 |
UNCH |
$162 | | INTC | 3,216 | UNCH | $162 | | ISHARES TR (IWF) |
535 |
+18 |
$162 | | IWF | 535 | +18 | $162 | | VANGUARD MALVERN FDS (VTIP) |
3,400 |
+3,400 |
$161 | | VTIP | 3,400 | +3,400 | $161 | | INTERNATIONAL BUSINESS MACHS |
980 |
UNCH |
$160 | | IBM | 980 | UNCH | $160 | | JOHNSON & JOHNSON |
1,003 |
UNCH |
$157 | | JNJ | 1,003 | UNCH | $157 | | BANK AMERICA CORP |
4,554 |
UNCH |
$153 | | BAC | 4,554 | UNCH | $153 | | INTUITIVE SURGICAL INC |
453 |
-130 |
$153 | | ISRG | 453 | -130 | $153 | | CSX CORP |
4,350 |
UNCH |
$151 | | CSX | 4,350 | UNCH | $151 | | MCDONALDS CORP |
505 |
UNCH |
$150 | | MCD | 505 | UNCH | $150 | | SCHWAB STRATEGIC TR |
3,992 |
-14 |
$148 | | SCHF | 3,992 | -14 | $148 | | ISHARES TR (EEM) |
3,470 |
UNCH |
$140 | | EEM | 3,470 | UNCH | $140 | | ISHARES TR (ISCG) |
3,180 |
+3,180 |
$140 | | ISCG | 3,180 | +3,180 | $140 | | UBER TECHNOLOGIES INC |
2,258 |
+1,676 |
$139 | | UBER | 2,258 | +1,676 | $139 | | BLACKSTONE INC |
1,057 |
-239 |
$138 | | BX | 1,057 | -239 | $138 | | SCHWAB STRATEGIC TR |
1,753 |
UNCH |
$132 | | SCHM | 1,753 | UNCH | $132 | | THE TRADE DESK INC |
1,809 |
-280 |
$130 | | TTD | 1,809 | -280 | $130 | | ON SEMICONDUCTOR CORP |
1,530 |
-10 |
$128 | | ON | 1,530 | -10 | $128 | | ISHARES TR (AGG) |
1,275 |
-571 |
$127 | | AGG | 1,275 | -571 | $127 | | ADOBE INC |
206 |
-20 |
$123 | | ADBE | 206 | -20 | $123 | | ISHARES TR (ACWI) |
1,195 |
+1,195 |
$122 | | ACWI | 1,195 | +1,195 | $122 | | OCCIDENTAL PETE CORP |
2,021 |
+5 |
$121 | | OXY | 2,021 | +5 | $121 | | ISHARES TR (IWV) |
435 |
+435 |
$119 | | IWV | 435 | +435 | $119 | | VANGUARD BD INDEX FDS (BSV) |
1,530 |
UNCH |
$118 | | BSV | 1,530 | UNCH | $118 | | ABBVIE INC |
758 |
UNCH |
$117 | | ABBV | 758 | UNCH | $117 | | ISHARES TR (EFAV) |
1,685 |
UNCH |
$117 | | EFAV | 1,685 | UNCH | $117 | | J P MORGAN EXCHANGE TRADED F (JPST) |
2,335 |
-408 |
$117 | | JPST | 2,335 | -408 | $117 | | PNC FINL SVCS GROUP INC |
757 |
UNCH |
$117 | | PNC | 757 | UNCH | $117 | | OREILLY AUTOMOTIVE INC |
121 |
-33 |
$115 | | ORLY | 121 | -33 | $115 | | TAIWAN SEMICONDUCTOR MFG LTD |
1,105 |
UNCH |
$115 | | TSM | 1,105 | UNCH | $115 | | AMERICAN CENTY ETF TR (AVDV) |
1,810 |
+1,810 |
$113 | | AVDV | 1,810 | +1,810 | $113 | | GARTNER INC |
234 |
-25 |
$106 | | IT | 234 | -25 | $106 | | ACCENTURE PLC IRELAND |
283 |
UNCH |
$99 | | ACN | 283 | UNCH | $99 | | MASTERCARD INCORPORATED |
224 |
-106 |
$96 | | MA | 224 | -106 | $96 | | SCHWAB STRATEGIC TR |
1,947 |
+3 |
$92 | | SCHA | 1,947 | +3 | $92 | | DISNEY WALT CO |
948 |
UNCH |
$86 | | DIS | 948 | UNCH | $86 | | J P MORGAN EXCHANGE TRADED F (JEPQ) |
1,663 |
+888 |
$83 | | JEPQ | 1,663 | +888 | $83 | | ISHARES TR (OEF) |
356 |
-89 |
$80 | | OEF | 356 | -89 | $80 | | WALMART INC |
506 |
UNCH |
$80 | | WMT | 506 | UNCH | $80 | | DIMENSIONAL ETF TRUST (DFAT) |
1,517 |
UNCH |
$79 | | DFAT | 1,517 | UNCH | $79 | | CANADIAN NATL RY CO |
600 |
UNCH |
$75 | | CNI | 600 | UNCH | $75 | | CONOCOPHILLIPS |
650 |
UNCH |
$75 | | COP | 650 | UNCH | $75 | | MCKESSON CORP |
159 |
-15 |
$74 | | MCK | 159 | -15 | $74 | | ORGANON & CO |
5,000 |
+5,000 |
$72 | | OGN | 5,000 | +5,000 | $72 | | UNITED RENTALS INC |
125 |
UNCH |
$72 | | URI | 125 | UNCH | $72 | | NUCOR CORP |
400 |
UNCH |
$70 | | NUE | 400 | UNCH | $70 | | STARBUCKS CORP |
693 |
UNCH |
$67 | | SBUX | 693 | UNCH | $67 | | VANGUARD WHITEHALL FDS (VYM) |
604 |
+604 |
$67 | | VYM | 604 | +604 | $67 | | HUNTINGTON BANCSHARES INC (HBAN) |
5,212 |
UNCH |
$66 | | HBAN | 5,212 | UNCH | $66 | | WORTHINGTON ENTERPRISES INC |
1,151 |
UNCH |
$66 | | WOR | 1,151 | UNCH | $66 | | CAVA GROUP INC |
1,500 |
+1,500 |
$64 | | CAVA | 1,500 | +1,500 | $64 | | KLA CORP |
110 |
-90 |
$64 | | KLAC | 110 | -90 | $64 | | ISHARES TR (SHY) |
773 |
UNCH |
$63 | | SHY | 773 | UNCH | $63 | | COMERICA INC |
1,112 |
UNCH |
$62 | | CMA | 1,112 | UNCH | $62 | | ISHARES TR (IWB) |
237 |
-20 |
$62 | | IWB | 237 | -20 | $62 | | DIMENSIONAL ETF TRUST (DFAX) |
2,475 |
UNCH |
$60 | | DFAX | 2,475 | UNCH | $60 | | THERMO FISHER SCIENTIFIC INC |
111 |
UNCH |
$59 | | TMO | 111 | UNCH | $59 | | HP INC |
1,896 |
UNCH |
$57 | | HPQ | 1,896 | UNCH | $57 | | DUPONT DE NEMOURS INC |
730 |
-51 |
$56 | | DD | 730 | -51 | $56 | | DEERE & CO |
141 |
-32 |
$56 | | DE | 141 | -32 | $56 | | AMERICAN EXPRESS CO |
293 |
-32 |
$55 | | AXP | 293 | -32 | $55 | | DECKERS OUTDOOR CORP |
81 |
UNCH |
$54 | | DECK | 81 | UNCH | $54 | | MERCK & CO INC |
492 |
UNCH |
$54 | | MRK | 492 | UNCH | $54 | | TRACTOR SUPPLY CO |
246 |
-27 |
$53 | | TSCO | 246 | -27 | $53 | | BLACKROCK MUN TARGET TERM TR |
2,506 |
+2,506 |
$52 | | BTT | 2,506 | +2,506 | $52 | | LEIDOS HOLDINGS INC |
476 |
UNCH |
$52 | | LDOS | 476 | UNCH | $52 | | AUTOMATIC DATA PROCESSING IN |
221 |
UNCH |
$51 | | ADP | 221 | UNCH | $51 | | REGENERON PHARMACEUTICALS |
58 |
UNCH |
$51 | | REGN | 58 | UNCH | $51 | | CHENIERE ENERGY INC |
294 |
-5 |
$50 | | LNG | 294 | -5 | $50 | | ASML HOLDING N V |
64 |
-31 |
$48 | | ASML | 64 | -31 | $48 | | DRAFTKINGS INC NEW |
1,370 |
+1,370 |
$48 | | DKNG | 1,370 | +1,370 | $48 | | ILLINOIS TOOL WKS INC |
185 |
UNCH |
$48 | | ITW | 185 | UNCH | $48 | | SMUCKER J M CO |
371 |
+6 |
$47 | | SJM | 371 | +6 | $47 | | VISA INC |
179 |
UNCH |
$47 | | V | 179 | UNCH | $47 | | ENBRIDGE INC |
1,249 |
UNCH |
$45 | | ENB | 1,249 | UNCH | $45 | | SEMPRA |
600 |
-300 |
$45 | | SRE | 600 | -300 | $45 | | CINCINNATI FINL CORP |
430 |
UNCH |
$44 | | CINF | 430 | UNCH | $44 | | INVESCO QQQ TR |
108 |
-218 |
$44 | | QQQ | 108 | -218 | $44 | | VANGUARD INDEX FDS (VOT) |
200 |
UNCH |
$44 | | VOT | 200 | UNCH | $44 | | AMERICAN ELEC PWR CO INC |
528 |
+408 |
$43 | | AEP | 528 | +408 | $43 | | PRUDENTIAL FINL INC |
412 |
UNCH |
$43 | | PRU | 412 | UNCH | $43 | | HUMANA INC |
90 |
UNCH |
$41 | | HUM | 90 | UNCH | $41 | | DOW INC |
727 |
-51 |
$40 | | DOW | 727 | -51 | $40 | | VANGUARD ADMIRAL FDS INC (IVOG) |
410 |
UNCH |
$40 | | IVOG | 410 | UNCH | $40 | | LINDE PLC |
90 |
-38 |
$37 | | LIN | 90 | -38 | $37 | | NOVO NORDISK A S |
350 |
UNCH |
$36 | | NVO | 350 | UNCH | $36 | | CORTEVA INC |
729 |
-51 |
$35 | | CTVA | 729 | -51 | $35 | | WP CAREY INC |
543 |
UNCH |
$35 | | WPC | 543 | UNCH | $35 | | GENERAL ELECTRIC CO |
258 |
UNCH |
$33 | | GE | 258 | UNCH | $33 | | SCHWAB STRATEGIC TR |
403 |
UNCH |
$33 | | SCHG | 403 | UNCH | $33 | | HEWLETT PACKARD ENTERPRISE C |
1,896 |
UNCH |
$32 | | HPE | 1,896 | UNCH | $32 | | TARGET CORP |
225 |
UNCH |
$32 | | TGT | 225 | UNCH | $32 | | WORTHINGTON STL INC |
1,150 |
+1,150 |
$32 | | WS | 1,150 | +1,150 | $32 | | SERVICENOW INC |
43 |
UNCH |
$30 | | NOW | 43 | UNCH | $30 | | ADVANCED MICRO DEVICES INC |
194 |
-5 |
$29 | | AMD | 194 | -5 | $29 | | ISHARES TR (IYH) |
100 |
-53 |
$29 | | IYH | 100 | -53 | $29 | | SCHWAB STRATEGIC TR |
416 |
UNCH |
$29 | | SCHV | 416 | UNCH | $29 | | ARISTA NETWORKS INC |
120 |
+50 |
$28 | | ANET | 120 | +50 | $28 | | LOWES COS INC |
128 |
UNCH |
$28 | | LOW | 128 | UNCH | $28 | | CADENCE DESIGN SYSTEM INC |
100 |
+35 |
$27 | | CDNS | 100 | +35 | $27 | | MONDELEZ INTL INC |
377 |
UNCH |
$27 | | MDLZ | 377 | UNCH | $27 | | ZIMMER BIOMET HOLDINGS INC |
224 |
UNCH |
$27 | | ZBH | 224 | UNCH | $27 | | AXON ENTERPRISE INC |
100 |
+50 |
$26 | | AXON | 100 | +50 | $26 | | CROWDSTRIKE HLDGS INC |
100 |
+100 |
$26 | | CRWD | 100 | +100 | $26 | | WESTERN DIGITAL CORP. |
500 |
UNCH |
$26 | | WDC | 500 | UNCH | $26 | | ALCOA CORP |
733 |
UNCH |
$25 | | AA | 733 | UNCH | $25 | | MERCADOLIBRE INC |
16 |
+8 |
$25 | | MELI | 16 | +8 | $25 | | ORACLE CORP |
238 |
-5 |
$25 | | ORCL | 238 | -5 | $25 | | SCHWAB STRATEGIC TR |
325 |
UNCH |
$25 | | SCHD | 325 | UNCH | $25 | | SOUTHERN CO |
350 |
UNCH |
$25 | | SO | 350 | UNCH | $25 | | ALTRIA GROUP INC |
600 |
-900 |
$24 | | MO | 600 | -900 | $24 | | CONSOLIDATED EDISON INC |
250 |
UNCH |
$23 | | ED | 250 | UNCH | $23 | | INVESCO EXCHANGE TRADED FD T (PJP) |
300 |
-34 |
$23 | | PJP | 300 | -34 | $23 | | AMERICAN FINL GROUP INC OHIO |
186 |
+4 |
$22 | | AFG | 186 | +4 | $22 | | OLD REP INTL CORP |
750 |
UNCH |
$22 | | ORI | 750 | UNCH | $22 | | UNION PAC CORP |
90 |
UNCH |
$22 | | UNP | 90 | UNCH | $22 | | VANGUARD WHITEHALL FDS (VIGI) |
259 |
UNCH |
$21 | | VIGI | 259 | UNCH | $21 | | AON PLC |
70 |
UNCH |
$20 | | AON | 70 | UNCH | $20 | | COPART INC |
392 |
UNCH |
$19 | | CPRT | 392 | UNCH | $19 | | EMERSON ELEC CO |
200 |
UNCH |
$19 | | EMR | 200 | UNCH | $19 | | EVERSOURCE ENERGY |
300 |
UNCH |
$19 | | ES | 300 | UNCH | $19 | | 3M CO |
175 |
UNCH |
$19 | | MMM | 175 | UNCH | $19 | | ALIBABA GROUP HLDG LTD |
233 |
-20 |
$18 | | BABA | 233 | -20 | $18 | | GENUINE PARTS CO |
121 |
UNCH |
$17 | | GPC | 121 | UNCH | $17 | | THE CIGNA GROUP |
55 |
+55 |
$16 | | CI | 55 | +55 | $16 | | UNITED PARCEL SERVICE INC |
100 |
UNCH |
$16 | | UPS | 100 | UNCH | $16 | | GLADSTONE LD CORP |
1,064 |
UNCH |
$15 | | LAND | 1,064 | UNCH | $15 | | SELECT SECTOR SPDR TR (XLV) |
109 |
UNCH |
$15 | | XLV | 109 | UNCH | $15 | | CLOROX CO DEL |
100 |
UNCH |
$14 | | CLX | 100 | UNCH | $14 | | ISHARES TR (IYC) |
190 |
UNCH |
$14 | | IYC | 190 | UNCH | $14 | | MEDTRONIC PLC |
170 |
UNCH |
$14 | | MDT | 170 | UNCH | $14 | | NIKE INC |
125 |
UNCH |
$14 | | NKE | 125 | UNCH | $14 | | ATLASSIAN CORPORATION |
60 |
UNCH |
$14 | | TEAM | 60 | UNCH | $14 | | ISHARES TR (USMV) |
184 |
UNCH |
$14 | | USMV | 184 | UNCH | $14 | | WALKER & DUNLOP INC |
130 |
UNCH |
$14 | | WD | 130 | UNCH | $14 | | ISHARES TR (ITA) |
100 |
UNCH |
$13 | | ITA | 100 | UNCH | $13 | | KINSALE CAP GROUP INC |
40 |
+40 |
$13 | | KNSL | 40 | +40 | $13 | | BP PLC |
353 |
UNCH |
$12 | | BP | 353 | UNCH | $12 | | COLGATE PALMOLIVE CO |
150 |
UNCH |
$12 | | CL | 150 | UNCH | $12 | | MARATHON OIL CORP |
491 |
UNCH |
$12 | | MRO | 491 | UNCH | $12 | | GLOBAL X FDS |
1,061 |
-223 |
$12 | | RNRG | 1,061 | -223 | $12 | | SHOPIFY INC |
150 |
-217 |
$12 | | SHOP | 150 | -217 | $12 | | WASTE MGMT INC DEL |
66 |
UNCH |
$12 | | WM | 66 | UNCH | $12 | | CARRIER GLOBAL CORPORATION |
200 |
UNCH |
$11 | | CARR | 200 | UNCH | $11 | | SELECT SECTOR SPDR TR (XLU) |
180 |
UNCH |
$11 | | XLU | 180 | UNCH | $11 | | CHEMOURS CO |
325 |
-20 |
$10 | | CC | 325 | -20 | $10 | | CANADIAN IMPERIAL BK COMM TO |
200 |
UNCH |
$10 | | CM | 200 | UNCH | $10 | | HORMEL FOODS CORP |
300 |
UNCH |
$10 | | HRL | 300 | UNCH | $10 | | GLOBAL X FDS |
225 |
UNCH |
$10 | | MLPX | 225 | UNCH | $10 | | PROLOGIS INC. |
74 |
UNCH |
$10 | | PLD | 74 | UNCH | $10 | | ROYAL BK CDA |
100 |
-100 |
$10 | | RY | 100 | -100 | $10 | | SCHNITZER STEEL INDS INC |
300 |
UNCH |
$10 | | SCHN | 300 | UNCH | $10 | | STONECO LTD |
550 |
+550 |
$10 | | STNE | 550 | +550 | $10 | | GALLAGHER ARTHUR J & CO |
40 |
+40 |
$9 | | AJG | 40 | +40 | $9 | | GLOBAL X FDS |
380 |
+190 |
$9 | | GXTG | 380 | +190 | $9 | | MARSH & MCLENNAN COS INC |
50 |
UNCH |
$9 | | MMC | 50 | UNCH | $9 | | NIO INC |
1,000 |
-166 |
$9 | | NIO | 1,000 | -166 | $9 | | PRINCIPAL FINANCIAL GROUP IN |
117 |
UNCH |
$9 | | PFG | 117 | UNCH | $9 | | VERIZON COMMUNICATIONS INC |
240 |
+4 |
$9 | | VZ | 240 | +4 | $9 | | AMGEN INC |
27 |
UNCH |
$8 | | AMGN | 27 | UNCH | $8 | | CISCO SYS INC |
166 |
UNCH |
$8 | | CSCO | 166 | UNCH | $8 | | CVS HEALTH CORP |
100 |
UNCH |
$8 | | CVS | 100 | UNCH | $8 | | DTE ENERGY CO |
70 |
UNCH |
$8 | | DTE | 70 | UNCH | $8 | | EXTREME NETWORKS |
450 |
+450 |
$8 | | EXTR | 450 | +450 | $8 | | L3HARRIS TECHNOLOGIES INC |
37 |
-16 |
$8 | | LHX | 37 | -16 | $8 | | GLOBAL X FDS |
581 |
UNCH |
$8 | | RAYS | 581 | UNCH | $8 | | SCHWAB STRATEGIC TR |
340 |
UNCH |
$8 | | SCHE | 340 | UNCH | $8 | | WELLS FARGO CO NEW |
160 |
UNCH |
$8 | | WFC | 160 | UNCH | $8 | | ISHARES INC (EWA) |
300 |
UNCH |
$7 | | EWA | 300 | UNCH | $7 | | FORD MTR CO DEL |
537 |
+5 |
$7 | | F | 537 | +5 | $7 | | ISHARES TR (IGV) |
18 |
UNCH |
$7 | | IGV | 18 | UNCH | $7 | | KEURIG DR PEPPER INC |
200 |
-25 |
$7 | | KDP | 200 | -25 | $7 | | VANGUARD INTL EQUITY INDEX F (VSS) |
61 |
-939 |
$7 | | VSS | 61 | -939 | $7 | | ISHARES TR (XT) |
125 |
UNCH |
$7 | | XT | 125 | UNCH | $7 | | DELTA AIR LINES INC DEL |
161 |
+1 |
$6 | | DAL | 161 | +1 | $6 | | ENTERPRISE PRODS PARTNERS L |
225 |
UNCH |
$6 | | EPD | 225 | UNCH | $6 | | ISHARES TR (EPOL) |
250 |
UNCH |
$6 | | EPOL | 250 | UNCH | $6 | | ENTERGY CORP NEW |
55 |
UNCH |
$6 | | ETR | 55 | UNCH | $6 | | EVERGY INC |
119 |
UNCH |
$6 | | EVRG | 119 | UNCH | $6 | | FIRST BANCSHARES INC MS (FBMS) |
202 |
UNCH |
$6 | | FBMS | 202 | UNCH | $6 | | GE HEALTHCARE TECHNOLOGIES I |
81 |
-2 |
$6 | | GEHC | 81 | -2 | $6 | | PHILIP MORRIS INTL INC |
60 |
-700 |
$6 | | PM | 60 | -700 | $6 | | INVESCO EXCHANGE TRADED FD T (PRF) |
165 |
UNCH |
$6 | | PRF | 165 | UNCH | $6 | | STAG INDL INC |
150 |
UNCH |
$6 | | STAG | 150 | UNCH | $6 | | WARNER BROS DISCOVERY INC |
544 |
UNCH |
$6 | | WBD | 544 | UNCH | $6 | | CARNIVAL CORP |
276 |
-124 |
$5 | | CCL | 276 | -124 | $5 | | LOCKHEED MARTIN CORP |
11 |
+11 |
$5 | | LMT | 11 | +11 | $5 | | NORTHROP GRUMMAN CORP |
10 |
+10 |
$5 | | NOC | 10 | +10 | $5 | | ONEOK INC NEW |
66 |
UNCH |
$5 | | OKE | 66 | UNCH | $5 | | RIVIAN AUTOMOTIVE INC |
200 |
-237 |
$5 | | RIVN | 200 | -237 | $5 | | SPDR SER TR (SDY) |
39 |
UNCH |
$5 | | SDY | 39 | UNCH | $5 | | ARCHER DANIELS MIDLAND CO |
50 |
UNCH |
$4 | | ADM | 50 | UNCH | $4 | | CENOVUS ENERGY INC |
250 |
UNCH |
$4 | | CVE | 250 | UNCH | $4 | | INVESCO DB COMMDY INDX TRCK |
200 |
UNCH |
$4 | | DBC | 200 | UNCH | $4 | | DXC TECHNOLOGY CO |
162 |
UNCH |
$4 | | DXC | 162 | UNCH | $4 | | INFOSYS LTD |
200 |
UNCH |
$4 | | INFY | 200 | UNCH | $4 | | LAMB WESTON HLDGS INC |
41 |
UNCH |
$4 | | LW | 41 | UNCH | $4 | | MATTEL INC |
197 |
UNCH |
$4 | | MAT | 197 | UNCH | $4 | | MARVELL TECHNOLOGY INC |
59 |
+1 |
$4 | | MRVL | 59 | +1 | $4 | | NU HLDGS LTD |
500 |
UNCH |
$4 | | NU | 500 | UNCH | $4 | | INVESCO EXCH TRADED FD TR II (PIO) |
100 |
UNCH |
$4 | | PIO | 100 | UNCH | $4 | | QUALCOMM INC |
25 |
UNCH |
$4 | | QCOM | 25 | UNCH | $4 | | SELECT SECTOR SPDR TR (XLE) |
50 |
UNCH |
$4 | | XLE | 50 | UNCH | $4 | | SPDR SER TR (XME) |
75 |
UNCH |
$4 | | XME | 75 | UNCH | $4 | | AIRBNB INC |
25 |
UNCH |
$3 | | ABNB | 25 | UNCH | $3 | | ABBOTT LABS |
30 |
UNCH |
$3 | | ABT | 30 | UNCH | $3 | | GLOBAL X FDS |
177 |
UNCH |
$3 | | AQWA | 177 | UNCH | $3 | | SALESFORCE INC |
13 |
UNCH |
$3 | | CRM | 13 | UNCH | $3 | | DOMINION ENERGY INC |
62 |
UNCH |
$3 | | D | 62 | UNCH | $3 | | ENERGY TRANSFER L P |
207 |
+207 |
$3 | | ET | 207 | +207 | $3 | | GLOBAL X FDS |
130 |
UNCH |
$3 | | FINX | 130 | UNCH | $3 | | FOX CORP |
100 |
UNCH |
$3 | | FOX | 100 | UNCH | $3 | | FIRST TR EXCHANGE TRADED FD (FTAG) |
100 |
UNCH |
$3 | | FTAG | 100 | UNCH | $3 | | CORNING INC |
100 |
UNCH |
$3 | | GLW | 100 | UNCH | $3 | | INTUIT |
4 |
UNCH |
$3 | | INTU | 4 | UNCH | $3 | | MICRON TECHNOLOGY INC |
30 |
UNCH |
$3 | | MU | 30 | UNCH | $3 | | BOSTON BEER INC |
8 |
UNCH |
$3 | | SAM | 8 | UNCH | $3 | | ISHARES TR (SOXX) |
6 |
UNCH |
$3 | | SOXX | 6 | UNCH | $3 | | TEXAS ROADHOUSE INC |
27 |
UNCH |
$3 | | TXRH | 27 | UNCH | $3 | | SELECT SECTOR SPDR TR (XLF) |
75 |
UNCH |
$3 | | XLF | 75 | UNCH | $3 | | ACADIA PHARMACEUTICALS INC |
63 |
UNCH |
$2 | | ACAD | 63 | UNCH | $2 | | ARK ETF TR (ARKG) |
51 |
UNCH |
$2 | | ARKG | 51 | UNCH | $2 | | ARK ETF TR (ARKQ) |
36 |
UNCH |
$2 | | ARKQ | 36 | UNCH | $2 | | DT MIDSTREAM INC |
34 |
UNCH |
$2 | | DTM | 34 | UNCH | $2 | | GLOBAL X FDS |
200 |
UNCH |
$2 | | EDOC | 200 | UNCH | $2 | | KEYCORP |
125 |
UNCH |
$2 | | KEY | 125 | UNCH | $2 | | EVERSPIN TECHNOLOGIES INC |
250 |
UNCH |
$2 | | MRAM | 250 | UNCH | $2 | | NEWMONT CORP |
50 |
UNCH |
$2 | | NEM | 50 | UNCH | $2 | | NEW FOUND GOLD CORP |
500 |
UNCH |
$2 | | NFGC | 500 | UNCH | $2 | | INOTIV INC |
500 |
UNCH |
$2 | | NOTV | 500 | UNCH | $2 | | AMMO INC |
1,000 |
+1,000 |
$2 | | POWW | 1,000 | +1,000 | $2 | | GLOBAL X FDS |
76 |
-20 |
$2 | | URA | 76 | -20 | $2 | | UNITED THERAPEUTICS CORP DEL |
10 |
UNCH |
$2 | | UTHR | 10 | UNCH | $2 | | SELECT SECTOR SPDR TR (XLRE) |
60 |
UNCH |
$2 | | XLRE | 60 | UNCH | $2 | | ARK ETF TR (ARKK) |
26 |
UNCH |
$1 | | ARKK | 26 | UNCH | $1 | | CONCENTRIX CORP |
12 |
UNCH |
$1 | | CNXC | 12 | UNCH | $1 | | GLOBAL X FDS |
122 |
UNCH |
$1 | | CTEC | 122 | UNCH | $1 | | GINKGO BIOWORKS HOLDINGS INC |
500 |
UNCH |
$1 | | DNA | 500 | UNCH | $1 | | ENCORE ENERGY CORP |
166 |
UNCH |
$1 | | EU | 166 | UNCH | $1 | | GLOBAL X FDS |
79 |
UNCH |
$1 | | GNOM | 79 | UNCH | $1 | | GLOBAL X FDS |
50 |
UNCH |
$1 | | GRNR | 50 | UNCH | $1 | | INTERNATIONAL SEAWAYS INC |
25 |
UNCH |
$1 | | INSW | 25 | UNCH | $1 | | LITHIUM AMERICAS ARGENTINA C |
150 |
+150 |
$1 | | LAAC | 150 | +150 | $1 | | LITHIUM AMERS CORP NEW |
150 |
UNCH |
$1 | | LAC | 150 | UNCH | $1 | | TOPGOLF CALLAWAY BRANDS CORP |
100 |
UNCH |
$1 | | MODG | 100 | UNCH | $1 | | MARATHON PETE CORP |
5 |
UNCH |
$1 | | MPC | 5 | UNCH | $1 | | PIONEER NAT RES CO |
4 |
UNCH |
$1 | | PXD | 4 | UNCH | $1 | | PAYPAL HLDGS INC |
10 |
UNCH |
$1 | | PYPL | 10 | UNCH | $1 | | RIOT PLATFORMS INC |
50 |
UNCH |
$1 | | RIOT | 50 | UNCH | $1 | | SKYWATER TECHNOLOGY INC |
125 |
UNCH |
$1 | | SKYT | 125 | UNCH | $1 | | TD SYNNEX CORPORATION |
12 |
UNCH |
$1 | | SNX | 12 | UNCH | $1 | | SPDR SER TR (TFI) |
12 |
UNCH |
$1 | | TFI | 12 | UNCH | $1 | | VODAFONE GROUP PLC NEW |
163 |
UNCH |
$1 | | VOD | 163 | UNCH | $1 | | VIATRIS INC |
68 |
UNCH |
$1 | | VTRS | 68 | UNCH | $1 | | VANGUARD INTL EQUITY INDEX F (VWO) |
23 |
UNCH |
$1 | | VWO | 23 | UNCH | $1 | | WABTEC |
6 |
UNCH |
$1 | | WAB | 6 | UNCH | $1 | | DANAHER CORPORATION |
2 |
UNCH |
<$1 | | DHR | 2 | UNCH | $0 | | GAMESTOP CORP NEW |
12 |
UNCH |
<$1 | | GME | 12 | UNCH | $0 | | ISHARES INC (IEMG) |
2 |
-1,300 |
<$1 | | IEMG | 2 | -1,300 | $0 | | ISHARES TR (IYZ) |
17 |
UNCH |
<$1 | | IYZ | 17 | UNCH | $0 | | LUCID GROUP INC |
75 |
-150 |
<$1 | | LCID | 75 | -150 | $0 | | ETF MANAGERS TR (MJ) |
128 |
UNCH |
<$1 | | MJ | 128 | UNCH | $0 | | MODERNA INC |
0 |
UNCH |
$0 | | MRNA | 0 | UNCH | $0 | | NET LEASE OFFICE PROPERTIES |
18 |
+18 |
<$1 | | NLOP | 18 | +18 | $0 | | SCHWAB STRATEGIC TR |
2 |
UNCH |
<$1 | | SCHB | 2 | UNCH | $0 | | ZIMVIE INC |
22 |
+0 |
$0 | | ZIMV | 22 | UNCH | $0 |  ISHARES TR |
|
|
$0 (exited) | | AOR | 0 | -5 | $0 | | ACTIVISION BLIZZARD INC |
|
|
$0 (exited) | | ATVI | 0 | -100 | $0 | | BABCOCK & WILCOX ENTERPRISES |
|
|
$0 (exited) | | BW | 0 | -1,000 | $0 | | CRESTWOOD EQUITY PARTNERS LP |
|
|
$0 (exited) | | CEQP | 0 | -100 | $0 | | COINBASE GLOBAL INC |
|
|
$0 (exited) | | COIN | 0 | -107 | $0 | | DIMENSIONAL ETF TRUST |
|
|
$0 (exited) | | DFAS | 0 | -2,100 | $0 | | DIMENSIONAL ETF TRUST |
|
|
$0 (exited) | | DFUV | 0 | -5,000 | $0 | | GLOBAL X FDS |
|
|
$0 (exited) | | DRIV | 0 | -2,000 | $0 | | FAIR ISAAC CORP |
|
|
$0 (exited) | | FICO | 0 | -9 | $0 | | EA SERIES TRUST |
|
|
$0 (exited) | | FRDM | 0 | -596 | $0 | | TIDAL ETF TR |
|
|
$0 (exited) | | HFND | 0 | -55 | $0 | | ISHARES U S ETF TR |
|
|
$0 (exited) | | IAUF | 0 | -323 | $0 | | ISHARES TR |
|
|
$0 (exited) | | ICLN | 0 | -50 | $0 | | ISHARES TR |
|
|
$0 (exited) | | IGRO | 0 | -22 | $0 | | ISHARES TR |
|
|
$0 (exited) | | IWN | 0 | -78 | $0 | | KRAFT HEINZ CO |
|
|
$0 (exited) | | KHC | 0 | -200 | $0 | | MARKEL GROUP INC |
|
|
$0 (exited) | | MKL | 0 | -20 | $0 | | OMEGA HEALTHCARE INVS INC |
|
|
$0 (exited) | | OHI | 0 | -100 | $0 | | INVESCO EXCH TRD SLF IDX FD |
|
|
$0 (exited) | | OMFL | 0 | -1,888 | $0 | | GLOBAL X FDS |
|
|
$0 (exited) | | PAVE | 0 | -125 | $0 | | TIDAL ETF TR |
|
|
$0 (exited) | | RISR | 0 | -576 | $0 | | SCHWAB STRATEGIC TR |
|
|
$0 (exited) | | SCHH | 0 | -23 | $0 | | ISHARES TR |
|
|
$0 (exited) | | SCZ | 0 | -314 | $0 | | ISHARES TR |
|
|
$0 (exited) | | SGOV | 0 | -1,165 | $0 | | VANECK ETF TRUST |
|
|
$0 (exited) | | SMH | 0 | -5 | $0 | | INVESCO EXCH TRADED FD TR II |
|
|
$0 (exited) | | SPHB | 0 | -1,705 | $0 | | ISHARES TR |
|
|
$0 (exited) | | TIP | 0 | -242 | $0 | | VANGUARD INDEX FDS |
|
|
$0 (exited) | | VB | 0 | -94 | $0 | | VANGUARD SCOTTSDALE FDS |
|
|
$0 (exited) | | VCSH | 0 | -245 | $0 | | VANGUARD INTL EQUITY INDEX F |
|
|
$0 (exited) | | VGK | 0 | -1 | $0 | | VICI PPTYS INC |
|
|
$0 (exited) | | VICI | 0 | -330 | $0 | | VANGUARD INDEX FDS |
|
|
$0 (exited) | | VO | 0 | -85 | $0 | | VANGUARD INTL EQUITY INDEX F |
|
|
$0 (exited) | | VPL | 0 | -1 | $0 |
See Summary: Ritter Daniher Financial Advisory LLC DE Top Holdings
See Details: Top 10 Stocks Held By Ritter Daniher Financial Advisory LLC DE
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