Ritter Daniher Financial Advisory LLC / De
CIK Number: 0001936603
Main Sectors:
Top Industries:
Filing Date: May 9, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 648.15 | +0.01% | 138.3K | +2.46% | 77.71M | 402.3 | 21.20% | Share |
| 2 | DGRO | iShares Core Di... | 66.23 | -0.14% | 585.19K | +3.93% | 36.15M | 49.92 | 9.86% | Share |
| 3 | IEFA | iShares Core MS... | 85.61 | -0.04% | 386.8K | +1.73% | 29.26M | 62.73 | 7.98% | Share |
| 4 | IJH | iShares Core S&... | 63.85 | -1.31% | 484.74K | +3.33% | 28.28M | 48.95 | 7.71% | Share |
| 5 | AVEM | Avantis Emergin... | 71.01 | -1.1% | 447.24K | +12.52% | 26.91M | 53.3 | 7.34% | Share |
| 6 | PYLD | PIMCO ETF Trust... | 26.57 | -0.02% | 814.98K | +91.53% | 21.47M | 26.26 | 5.86% | Share |
| 7 | IJR | iShares Core S&... | 115.17 | -1.4% | 165.07K | -2% | 17.26M | 96.12 | 4.71% | Share |
| 8 | QGRW | Wisdomtree U.S.... | 55.05 | +0.16% | 310.86K | +53.31% | 13.65M | 47.4 | 3.72% | Share |
| 9 | PG | The Procter & G... | 153.70 | -1.1% | 70.69K | -3.14% | 12.05M | 145.34 | 3.29% | Share |
| 10 | JEPI | JPMorgan Equity... | 56.62 | -0.11% | 159.68K | +8.05% | 9.12M | 55.15 | 2.49% | Share |
| 11 | AAPL | Apple Inc. | 232.81 | -0.22% | 38.13K | -0.36% | 8.47M | 139.88 | 2.31% | Share |
| 12 | LCNB | LCNB Corp. | 15.18 | -3% | 559.16K | 0.00% | 8.27M | 14.95 | 2.26% | Share |
| 13 | DFIS | Dimensional Int... | 30.78 | -0.29% | 305.34K | +90.81% | 7.89M | 25.17 | 2.15% | Share |
| 14 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 19.2K | -0.51% | 4.71M | 120.23 | 1.28% | Share |
| 15 | CTAS | Cintas Corporat... | 221.28 | -1.7% | 17.19K | 0.00% | 3.53M | 95.33 | 0.96% | Share |
| 16 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 15.19K | +0.70% | 2.89M | 108.55 | 0.79% | Share |
| 17 | VNLA | Janus Henderson... | 49.15 | -0.04% | 53.48K | +100.00% | 2.63M | 49.15 | 0.72% | Share |
| 18 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 6.46K | -0.87% | 2.42M | 270.38 | 0.66% | Share |
| 19 | JAVA | JPMorgan Active... | 66.69 | -0.16% | 34.46K | -70.42% | 2.19M | 59.66 | 0.60% | Share |
| 20 | IJK | iShares S&P Mid... | 93.60 | -1.47% | 19.27K | -2.32% | 1.6M | 75.38 | 0.44% | Share |
| 21 | BRK-A | Berkshire Hatha... | 718340.00 | +0.40% | 2 | +100.00% | 1.6M | 798441.5 | 0.44% | Share |
| 22 | IWP | iShares Russell... | 139.75 | -0.98% | 13.43K | 0.00% | 1.58M | 79.82 | 0.43% | Share |
| 23 | IJJ | iShares S&P Mid... | 127.27 | -1.1% | 12.85K | -0.6% | 1.54M | 106.43 | 0.42% | Share |
| 24 | AVIV | Avantis Interna... | 65.30 | -0.08% | 26.49K | -52.59% | 1.5M | 52.98 | 0.41% | Share |
| 25 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 8.58K | -8.07% | 1.33M | 111.3 | 0.36% | Share |
| 26 | COST | Costco Wholesal... | 975.42 | -0.35% | 1.38K | -6.75% | 1.31M | 480.93 | 0.36% | Share |
| 27 | IJT | iShares S&P Sma... | 138.28 | -1.59% | 9.86K | -0.25% | 1.23M | 113.36 | 0.33% | Share |
| 28 | IWR | iShares Russell... | 94.44 | -0.87% | 13.14K | -1.2% | 1.12M | 65.82 | 0.30% | Share |
| 29 | EFG | iShares MSCI EA... | 111.42 | -0.22% | 10.91K | +21.08% | 1.09M | 81.27 | 0.30% | Share |
| 30 | IVOO | Vanguard S&P Mi... | 108.10 | -1.3% | 10.98K | -0.54% | 1.08M | 77.56 | 0.30% | Share |
| 31 | IVW | iShares S&P 500... | 115.82 | +0.14% | 11.65K | -0.25% | 1.08M | 63.53 | 0.30% | Share |
| 32 | SCHX | Schwab U.S. Lar... | 25.52 | -0.06% | 43.25K | -1.65% | 954.95K | 14.93 | 0.26% | Share |
| 33 | EFA | iShares MSCI EA... | 91.66 | +0.02% | 11.44K | +2.23% | 935.15K | 62.17 | 0.26% | Share |
| 34 | VOO | Vanguard S&P 50... | 592.77 | -0.01% | 1.8K | -0.22% | 926.58K | 343.43 | 0.25% | Share |
| 35 | VIG | Vanguard Divide... | 210.08 | +0.06% | 4.7K | 0.00% | 911.95K | 151.5 | 0.25% | Share |
| 36 | NEE | NextEra Energy,... | 72.22 | -0.1% | 12.71K | 0.00% | 901.23K | 77.35 | 0.25% | Share |
| 37 | LLY | Eli Lilly and C... | 684.46 | +3.63% | 1.09K | -2.25% | 897.8K | 367.69 | 0.24% | Share |
| 38 | IJS | iShares S&P Sma... | 106.35 | -1.26% | 8.89K | -6.66% | 866.4K | 94.27 | 0.24% | Share |
| 39 | TGRW | T. Rowe Price G... | 44.15 | +0.33% | 22.51K | -75.91% | 805.19K | 34.7 | 0.22% | Share |
| 40 | VIOO | Vanguard S&P Sm... | 106.80 | -1.39% | 8.22K | 0.00% | 792.93K | 85.48 | 0.22% | Share |
| 41 | IWM | iShares Russell... | 228.20 | -1.31% | 3.54K | +3.23% | 707.19K | 175.21 | 0.19% | Share |
| 42 | TSLA | Tesla, Inc. | 335.58 | -1.12% | 2.63K | -5.49% | 682.37K | 210.73 | 0.19% | Share |
| 43 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 4.35K | -2.6% | 678.98K | 109.57 | 0.19% | Share |
| 44 | VEA | Vanguard Develo... | 58.60 | -0.18% | 13.3K | -2.45% | 676.09K | 41.07 | 0.18% | Share |
| 45 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 5.65K | -12.61% | 671.6K | 88.38 | 0.18% | Share |
| 46 | GLD | SPDR Gold Share... | 307.25 | -0.63% | 2.18K | -2.24% | 628.72K | 172.39 | 0.17% | Share |
| 47 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 1.08K | -0.18% | 605.85K | 377.96 | 0.17% | Share |
| 48 | EFV | iShares MSCI EA... | 66.96 | +0.13% | 9K | +29.97% | 530.34K | 45.86 | 0.14% | Share |
| 49 | CVX | Chevron Corpora... | 155.20 | -0.43% | 2.9K | -4.14% | 484.64K | 146.18 | 0.13% | Share |
| 50 | LECO | Lincoln Electri... | 243.51 | -0.79% | 2.5K | -10.71% | 472.9K | 123.36 | 0.13% | Share |
| 51 | IVE | iShares S&P 500... | 202.03 | -0.1% | 2.42K | -22.03% | 461.97K | 133.83 | 0.13% | Share |
| 52 | RCL | Royal Caribbean... | 312.34 | -0.34% | 2.24K | -3.66% | 459.57K | 35.15 | 0.13% | Share |
| 53 | DVY | iShares Select ... | 138.75 | -0.41% | 3.25K | 0.00% | 436.58K | 117.43 | 0.12% | Share |
| 54 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 3.99K | +29.43% | 432.35K | 62.21 | 0.12% | Share |
| 55 | FITB | Fifth Third Ban... | 43.16 | +0.43% | 10.9K | 0.00% | 427.36K | 32.45 | 0.12% | Share |
| 56 | VTEB | Vanguard Tax-Ex... | 48.88 | -0.14% | 8.4K | 0.00% | 416.81K | 51.05 | 0.11% | Share |
| 57 | OUNZ | VanEck Merk Gol... | 32.15 | -0.63% | 13.63K | 0.00% | 410.96K | 17.53 | 0.11% | Share |
| 58 | ELV | Elevance Health... | 295.37 | +0.32% | 922 | 0.00% | 401.03K | 473.92 | 0.11% | Share |
| 59 | VTI | Vanguard Total ... | 317.25 | -0.13% | 1.43K | -2.73% | 392.2K | 190.63 | 0.11% | Share |
| 60 | KO | The Coca-Cola C... | 69.52 | -1.33% | 5.26K | 0.00% | 376.44K | 62.61 | 0.10% | Share |
| 61 | BMY | Bristol-Myers S... | 47.81 | -0.08% | 6.06K | +0.83% | 369.81K | 76.87 | 0.10% | Share |
| 62 | PFE | Pfizer Inc. | 25.11 | -0.22% | 14.31K | -7.8% | 362.59K | 52.38 | 0.10% | Share |
| 63 | UNH | UnitedHealth Gr... | 271.50 | -0.11% | 673 | -8.56% | 352.48K | 514.01 | 0.10% | Share |
| 64 | IWD | iShares Russell... | 198.66 | -0.29% | 1.84K | 0.00% | 346.59K | 145.62 | 0.09% | Share |
| 65 | JMST | JPMorgan Ultra-... | 50.98 | -0.01% | 6.81K | -17.33% | 346.19K | 50.65 | 0.09% | Share |
| 66 | DUK | Duke Energy Cor... | 124.26 | -1.15% | 2.68K | +0.07% | 326.43K | 106 | 0.09% | Share |
| 67 | AVGO | Broadcom Inc. | 311.19 | +0.68% | 1.93K | -12.63% | 323.14K | 65.73 | 0.09% | Share |
| 68 | ITOT | iShares Core S&... | 140.91 | -0.11% | 2.58K | +2.38% | 314.96K | 88.2 | 0.09% | Share |
| 69 | META | Meta Platforms,... | 781.96 | +0.24% | 534 | +13.62% | 307.78K | 333.31 | 0.08% | Share |
| 70 | DSI | iShares MSCI KL... | 121.50 | -0.19% | 3K | 0.00% | 307.23K | 71.9 | 0.08% | Share |
| 71 | PHO | Invesco Water R... | 72.63 | -1.2% | 4.41K | 0.00% | 284.6K | 50.42 | 0.08% | Share |
| 72 | NSC | Norfolk Souther... | 282.46 | +0.22% | 1.2K | 0.00% | 284.22K | 227.29 | 0.08% | Share |
| 73 | KR | The Kroger Co. | 69.23 | -1.56% | 4.07K | -19.92% | 275.43K | 46.52 | 0.08% | Share |
| 74 | IBM | International B... | 237.04 | -1.26% | 1.08K | 0.00% | 269.1K | 148.6 | 0.07% | Share |
| 75 | BP | BP p.l.c. | 34.63 | +0.95% | 7.86K | 0.00% | 265.63K | 31.35 | 0.07% | Share |
| 76 | PEP | PepsiCo, Inc. | 148.62 | -0.49% | 1.74K | -15.75% | 260.75K | 167.59 | 0.07% | Share |
| 77 | HD | The Home Depot,... | 400.32 | -1.68% | 694 | -7.34% | 254.34K | 302.16 | 0.07% | Share |
| 78 | RTX | RTX Corporation | 155.06 | -0.42% | 1.92K | -9.44% | 254.19K | 97.82 | 0.07% | Share |
| 79 | IWS | iShares Russell... | 136.53 | -0.81% | 1.99K | 0.00% | 250.43K | 100.01 | 0.07% | Share |
| 80 | VTES | Vanguard Short-... | 101.57 | -0.04% | 2.45K | 0.00% | 246.25K | 101.41 | 0.07% | Share |
| 81 | JHMM | John Hancock Mu... | 63.00 | -1.04% | 4.2K | 0.00% | 240.6K | 42.6 | 0.07% | Share |
| 82 | ISRG | Intuitive Surgi... | 477.00 | -1.11% | 484 | +26.70% | 239.71K | 310.88 | 0.07% | Share |
| 83 | OEF | iShares S&P 100... | 320.97 | +0.14% | 827 | -5.05% | 223.98K | 216.59 | 0.06% | Share |
| 84 | IWF | iShares Russell... | 450.40 | +0.11% | 535 | 0.00% | 193.18K | 221.54 | 0.05% | Share |
| 85 | BAC | Bank of America... | 47.70 | +0.97% | 4.52K | -7.19% | 188.45K | 30.53 | 0.05% | Share |
| 86 | TSM | Taiwan Semicond... | 240.97 | -0.19% | 1.1K | 0.00% | 183.43K | 81.75 | 0.05% | Share |
| 87 | CVSE | Calvert US Sele... | 73.44 | 0.00% | 2.72K | +100.00% | 175.32K | 64.55 | 0.05% | Share |
| 88 | PNC | The PNC Financi... | 194.55 | +0.59% | 995 | 0.00% | 174.89K | 160.17 | 0.05% | Share |
| 89 | NFLX | Netflix, Inc. | 1230.56 | +2.17% | 186 | +3.91% | 173.45K | 393.21 | 0.05% | Share |
| 90 | ABBV | AbbVie Inc. | 204.72 | +1.61% | 825 | -2.94% | 172.85K | 156.18 | 0.05% | Share |
| 91 | PWR | Quanta Services... | 377.47 | -0.66% | 672 | -1.32% | 170.81K | 146.01 | 0.05% | Share |
| 92 | VTIP | Vanguard Short-... | 50.31 | -0.06% | 3.4K | 0.00% | 169.66K | 47.49 | 0.05% | Share |
| 93 | IWB | iShares Russell... | 354.15 | -0.03% | 547 | 0.00% | 167.79K | 291.33 | 0.05% | Share |
| 94 | UBER | Uber Technologi... | 91.40 | +0.63% | 2.24K | -0.58% | 163.21K | 57.35 | 0.04% | Share |
| 95 | V | Visa Inc. | 345.40 | +0.83% | 464 | 0.00% | 162.61K | 260.4 | 0.04% | Share |
| 96 | USB | U.S. Bancorp | 46.83 | +0.46% | 3.67K | -11.99% | 154.95K | 46.04 | 0.04% | Share |
| 97 | EEM | iShares MSCI Em... | 49.86 | -1.27% | 3.47K | 0.00% | 151.64K | 38.07 | 0.04% | Share |
| 98 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 863 | 0.00% | 143.12K | 167.97 | 0.04% | Share |
| 99 | ACWI | iShares MSCI AC... | 133.35 | -0.16% | 1.2K | 0.00% | 139.09K | 101.77 | 0.04% | Share |
| 100 | IWV | iShares Russell... | 366.48 | -0.09% | 435 | 0.00% | 138.17K | 273.74 | 0.04% | Share |
| 101 | ISCG | iShares Morning... | 51.94 | -1.48% | 3.05K | -7.82% | 137.58K | 44.07 | 0.04% | Share |
| 102 | VRTX | Vertex Pharmace... | 390.30 | -1.42% | 282 | -5.05% | 136.72K | 312.88 | 0.04% | Share |
| 103 | SCHF | Schwab Internat... | 22.73 | -0.15% | 6.89K | -13.17% | 136.28K | 15.74 | 0.04% | Share |
| 104 | SCHM | Schwab U.S. Mid... | 28.97 | -1.03% | 5.18K | -0.4% | 135.82K | 20.91 | 0.04% | Share |
| 105 | VEU | Vanguard FTSE A... | 69.23 | -0.4% | 2.2K | -13.73% | 133.45K | 57.57 | 0.04% | Share |
| 106 | CAVA | CAVA Group, Inc... | 68.96 | -2.11% | 1.5K | 0.00% | 129.62K | 42.98 | 0.04% | Share |
| 107 | WMT | Walmart Inc. | 100.84 | -0.15% | 1.47K | 0.00% | 128.79K | 41.36 | 0.04% | Share |
| 108 | CSX | CSX Corporation | 36.35 | +0.75% | 4.35K | 0.00% | 128.02K | 29.06 | 0.03% | Share |
| 109 | AGG | iShares Core U.... | 99.10 | -0.27% | 1.29K | 0.00% | 127.61K | 99.29 | 0.03% | Share |
| 110 | AVDV | Avantis Interna... | 83.92 | -0.31% | 1.81K | 0.00% | 126.23K | 62.49 | 0.03% | Share |
| 111 | BSV | Vanguard Short-... | 78.63 | -0.12% | 1.53K | 0.00% | 119.77K | 76.79 | 0.03% | Share |
| 112 | YLDE | ClearBridge Div... | 53.11 | -0.17% | 2.18K | +100.00% | 112.99K | 51.76 | 0.03% | Share |
| 113 | MA | Mastercard Inco... | 583.65 | +0.99% | 203 | -9.38% | 111.27K | 353.7 | 0.03% | Share |
| 114 | ORLY | O'Reilly Automo... | 101.50 | -1.11% | 72 | -8.86% | 103.15K | 852.85 | 0.03% | Share |
| 115 | VV | Vanguard Large ... | 297.69 | +0.03% | 367 | 0.00% | 94.33K | 250.35 | 0.03% | Share |
| 116 | FELC | Fidelity Coving... | 35.95 | +0.08% | 2.85K | 0.00% | 88.8K | 32.09 | 0.02% | Share |
| 117 | MCK | McKesson Corpor... | 673.84 | +1.61% | 130 | -10.34% | 87.49K | 375.11 | 0.02% | Share |
| 118 | VTV | Vanguard Value ... | 180.44 | -0.2% | 498 | 0.00% | 86.03K | 167.16 | 0.02% | Share |
| 119 | CDEI | Calvert US Larg... | 76.85 | +0.08% | 1.26K | +100.00% | 84.87K | 67.35 | 0.02% | Share |
| 120 | VUG | Vanguard Growth... | 463.54 | +0.15% | 226 | 0.00% | 83.83K | 377.4 | 0.02% | Share |
| 121 | BX | Blackstone Inc. | 174.53 | -1.17% | 589 | +0.86% | 82.39K | 88.77 | 0.02% | Share |
| 122 | TTD | The Trade Desk,... | 50.76 | -6.62% | 1.48K | -1.86% | 80.82K | 51.24 | 0.02% | Share |
| 123 | IT | Gartner, Inc. | 242.94 | +0.12% | 190 | -9.95% | 79.75K | 336.13 | 0.02% | Share |
| 124 | URI | United Rentals,... | 921.62 | -1.14% | 125 | 0.00% | 78.34K | 355.42 | 0.02% | Share |
| 125 | HBAN | Huntington Banc... | 16.80 | +0.45% | 5.21K | 0.00% | 78.23K | 10.78 | 0.02% | Share |
| 126 | SCHA | Schwab U.S. Sma... | 26.63 | -1.12% | 3.32K | +0.67% | 77.83K | 19.69 | 0.02% | Share |
| 127 | LULU | Lululemon Athle... | 195.10 | -2.69% | 269 | 0.00% | 76.14K | 298.67 | 0.02% | Share |
| 128 | VO | Vanguard Mid Ca... | 286.38 | -0.71% | 282 | -18.26% | 72.93K | 252.01 | 0.02% | Share |
| 129 | ICLN | iShares Global ... | 13.66 | -1.01% | 6.28K | +100.00% | 71.68K | 11.42 | 0.02% | Share |
| 130 | TMO | Thermo Fisher S... | 485.13 | +0.07% | 140 | -6.67% | 69.66K | 542.76 | 0.02% | Share |
| 131 | QQQ | Invesco QQQ Tru... | 579.86 | -0.08% | 146 | 0.00% | 68.41K | 369.93 | 0.02% | Share |
| 132 | PLTR | Palantir Techno... | 181.00 | -1.83% | 810 | -24.3% | 68.36K | 27.48 | 0.02% | Share |
| 133 | COP | ConocoPhillips | 95.63 | -0.26% | 650 | -3.56% | 68.26K | 90.14 | 0.02% | Share |
| 134 | MCD | McDonald's Corp... | 308.84 | +1.24% | 216 | 0.00% | 67.47K | 246.88 | 0.02% | Share |
| 135 | VOT | Vanguard Mid-Ca... | 285.33 | -0.85% | 275 | -1.08% | 67.28K | 190.41 | 0.02% | Share |
| 136 | GE | GE Aerospace | 269.72 | +0.32% | 334 | 0.00% | 66.94K | 78.4 | 0.02% | Share |
| 137 | INTC | Intel Corporati... | 23.86 | +7.38% | 2.94K | -6.68% | 66.68K | 36.44 | 0.02% | Share |
| 138 | ADP | Automatic Data ... | 301.52 | -1.12% | 216 | 0.00% | 66K | 210.03 | 0.02% | Share |
| 139 | SBUX | Starbucks Corpo... | 93.05 | -1.2% | 671 | 0.00% | 65.82K | 78.77 | 0.02% | Share |
| 140 | AXON | Axon Enterprise... | 749.81 | -2.05% | 125 | -10.71% | 65.74K | 271.11 | 0.02% | Share |
| 141 | CMA | Comerica Incorp... | 69.16 | +0.40% | 1.11K | 0.00% | 65.67K | 42.36 | 0.02% | Share |
| 142 | ICLR | ICON Public Lim... | 175.34 | -0.54% | 371 | -25.05% | 64.92K | 287.31 | 0.02% | Share |
| 143 | DFAX | Dimensional Wor... | 30.43 | -0.47% | 2.48K | 0.00% | 64.84K | 23.06 | 0.02% | Share |
| 144 | AXP | American Expres... | 307.72 | +0.28% | 238 | -9.85% | 64.03K | 147.74 | 0.02% | Share |
| 145 | CINF | Cincinnati Fina... | 154.13 | +0.08% | 430 | 0.00% | 63.52K | 118.98 | 0.02% | Share |
| 146 | CNI | Canadian Nation... | 92.76 | -1.2% | 650 | 0.00% | 63.35K | 111.63 | 0.02% | Share |
| 147 | XJH | iShares ESG Scr... | 42.92 | -1.22% | 1.6K | +100.00% | 62.51K | 39.07 | 0.02% | Share |
| 148 | ESGD | iShares ESG Awa... | 91.05 | -0.13% | 744 | +100.00% | 60.78K | 81.69 | 0.02% | Share |
| 149 | ABT | Abbott Laborato... | 129.32 | -0.06% | 455 | 0.00% | 60.36K | 109 | 0.02% | Share |
| 150 | LNG | Cheniere Energy... | 232.63 | +0.58% | 251 | -10.04% | 58.08K | 149.95 | 0.02% | Share |