Ritter Daniher Financial Advisory Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$5.44M |
| 2 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$2.12M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$1.96M |
| 4 |
Cintas
CTAS
|
+$1.64M |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
+$1.14M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$942K |
| 2 |
Procter & Gamble
PG
|
+$536K |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$502K |
| 4 |
WisdomTree US Quality Growth Fund
QGRW
|
+$489K |
| 5 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$431K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 4.48% |
| 2 | Technology | 3.39% |
| 3 | Consumer Staples | 3.28% |
| 4 | Industrials | 1.95% |
| 5 | Consumer Discretionary | 1.46% |
Similar funds
Ritter Daniher Financial Advisory's Q2 2025 Portfolio in Review
As of Q2 2025, Ritter Daniher Financial Advisory held 343 positions worth $407M, up 11% from $367M the previous quarter. Its ten largest holdings account for 72% of the portfolio.
Ritter Daniher Financial Advisory deployed $12.5M of net new capital in Q2 2025, opening 33 new positions and adding to 62 existing holdings. Its largest new stake was Vanguard Intermediate-Term Bond ETF: 1,500 shares worth $116K.
By sector, the portfolio is most concentrated in Financials at 4.5% of assets, up from 4.5% a quarter earlier, followed by Technology and Consumer Staples.
On the sell side, the largest reduction was iShares Core S&P Mid-Cap ETF, an estimated $942K trimmed.
- Ritter Daniher Financial Advisory's largest Q2 2025 buy was Vanguard Intermediate-Term Bond ETF: 1,500 shares worth $116K.
- Ritter Daniher Financial Advisory added most to Janus Henderson Short Duration Income ETF in Q2 2025, an estimated $5.44M increase.
- Ritter Daniher Financial Advisory's biggest Q2 2025 reduction was iShares Core S&P Mid-Cap ETF, cutting an estimated $942K.
- Ritter Daniher Financial Advisory fully exited Canadian Imperial Bank of Commerce in Q2 2025, selling an estimated $11.3K.
- Ritter Daniher Financial Advisory's ten largest holdings make up 72% of its $407M portfolio in Q2 2025.
- Ritter Daniher Financial Advisory opened 33 new positions and closed 7 in Q2 2025.
- Ritter Daniher Financial Advisory's portfolio value rose 11% quarter-over-quarter to $407M.
Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2025, filed 11 Aug 2025.