Ritter-Daniher-Financial-Advisory-Llc--De
AI_NATIVE detailed information: This accession holds the following tickers:[ "JOBY", "ACAD", "TROW", "AFG", null, "HUM", "SOBO.TO", "MU", null, "ACN", "MMM", "ABT", "ABBV", "ADBE", "BABA", "GOOGL", "VDE", "AXP", null, "MODG", "ASML", "T", null, "AVGO", "LOW", null, "AVEM", null, null, "CMI", null, null, "DUK", "NLOP", null, null, null, null, "FITB", null, "BW", "BITB", "HD", "HPQ", "MCD", "UNP", "ISRG", null, "ITW", "RIVN", "ICE", "META", null, null, "IVW", "IJH", null, null, null, null, "ASA", "BTT", null, null, null, "IWS", null, null, null, null, null, "MPC", "MMC", "PWR", "MRVL", "MA", "MDT", "MSFT", "MDLZ", "EVRG", "GE", "GPC", null, null, "NU", "ORLY", "ICLR", null, "BX", "IJR", "EFG", "ANET", "IWD", "KR", "ORCL", "NOC", null, "EEM", "IWF", "PYPL", "PEP", "PNC", "IJK", "IVV", null, "DOW", "UNH", "AAPL", "SPY", "NVDA", "HPE", "ENB", "INTC", "GEHC", "PLTR", "PRU", "PFE", "LMT", "PG", "MRK", "VZ", null, null, "AMGN", null, "IEFA", "SCHX", "NOW", "SRE", "RTX", "SPDW", "GLD", null, null, "SPYG", "BP", "IBM", "SBUX", "CI", "TXRH", "TGT", "TMO", "UBER", "UAL", "VO", "AA", "DTM", "VV", "RCL", null, "IVOO", null, null, "VWO", "VSS", "IWV", null, "PRF", null, null, null, "VIG", "LCNB", "TSCO", null, "TSM", "IT", null, null, "ETR", "VYM", "DD", "VRTX", null, "LECO", "AON", null, "SNX", "AXON", "AMD", "SDY", "WAB", "F", "DECK", "WM", "IWP", "IWR", "AEP", "LAND", null, null, null, "NVO", "VIGI", "AMZN", "SCHB", "IVE", "PFG", null, "ESGD", null, null, null, "HBAN", null, "DKNG", "VEU", "USB", "VUG", "VEA", null, null, "VTEB", "VOT", "BSV", "VOO", null, "VTV", "VTRS", "V", "WBD", "WMT", "WDC", "WFC", "WPC", "WOR", "WS", "ZIMV", "SOLV", null, "DTE", "SCHD", "DVY", "SCHG", null, "SCHF", "SCHA", "NSC", "KDP", "SO", "TTD", "SJM", "ORI", null, null, "GEV", "CHWY", "ZBH", "DGRO", "MCK", "SPYV", null, "NUE", null, "LULU", "ADP", "BAC", "BRK-A", "SAM", "BMY", "BF-B", "CM", "CNI", "CDNS", "CARR", "CCL", "CAVA", "CC", "CVX", "LNG", "CINF", "CTAS", "CSCO", "KO", "CMA", "CMCSA", "COP", "CNXC", "CPRT", "ED", "COST", "CTVA", "CRDO", "CSX", "DE", "DAL", "DFAX", "RSP", "IJT", "IJJ", "EFA", "USMV", "IWB", "NEE", "NKE", "QQQ", "IWM", "DIS", "ELV", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "ITOT", "URI", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-09
- Total Holdings
- 310
- Total Value
- 366634984
- Accession Number
- 0001855205-25-000024
- Form Type
- 13F-HR
- Manager Name
- Ritter-Daniher-Financial-Advisory-Llc--De
Data Enrichment
78% identified242 identified68 unidentified
Holdings
310 positions • $366.6M total value
Manager:
Search and click to pin securities to the top
Page 16 of 16
Shares:3
Value:$545
% of Portfolio:0.0% ($545/$366.6M)
464287713
Shares:17
Value:$466
% of Portfolio:0.0% ($466/$366.6M)
92189F676
Shares:2
Value:$431
% of Portfolio:0.0% ($431/$366.6M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 100 | All Managers (Combined) | $659 | 0.0% ($659/$366.6M) | |||
| 10 | All Managers (Combined) | $653 | 0.0% ($653/$366.6M) | |||
Viatris Inc(VTRScusip92556V106) | 68 | All Managers (Combined) | $593 | 0.0% ($593/$366.6M) | ||
| 18 | All Managers (Combined) | $565 | 0.0% ($565/$366.6M) | |||
| 3 | QoQ 0.00% (-0)YoY -40.00% (-2) | All Managers (Combined) | $545 | 0.0% ($545/$366.6M) | ||
| 20 | QoQ NEW(+20) YoY NEW(+20) | All Managers (Combined) | $511 | 0.0% ($511/$366.6M) | QoQ NEW(+$511) YoY NEW(+$511) | |
(cusip464287713)✕ | 17 | All Managers (Combined) | $466 | 0.0% ($466/$366.6M) | QoQ +1.96% (+$9) | |
(cusip92189F676)✕ | 2 | QoQ NEW(+2) YoY NEW(+2) | All Managers (Combined) | $431 | 0.0% ($431/$366.6M) | QoQ NEW(+$431) YoY NEW(+$431) |
ZimVie Inc.(ZIMVcusip98888T107) | 22 | All Managers (Combined) | $238 | 0.0% ($238/$366.6M) | ||
| 2 | QoQ 0.00% (-0)YoY NEW(+2) | All Managers (Combined) | $161 | 0.0% ($161/$366.6M) | QoQ -8.52% (-$15)YoY NEW(+$161) |