Portfolio (Quarterly)
Guide ↗
Ritter Daniher Financial Advisory LLC / DE
· CIK 0001936603| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DOC | HEALTHPEAK PROPERTIES INC | Real Estate | 4,276 | $70K | 0.01% | SOLD |
| 2 | RFG | INVESCO EXCHANGE TRADED FD T | — | 717 | $39K | 0.01% | SOLD |
| 3 | DD | DUPONT DE NEMOURS INC | Basic Materials | 730 | $33K | 0.01% | SOLD |
| 4 | AXON | AXON ENTERPRISE INC | Industrials | 75 | $32K | 0.01% | SOLD |
| 5 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | Industrials | 421 | $30K | 0.01% | SOLD |
| 6 | BXSL | BLACKSTONE SECD LENDING FD | Financial Services | 889 | $21K | 0.00% | SOLD |
| 7 | ARCC | ARES CAPITAL CORP | Financial Services | 1,128 | $20K | 0.00% | SOLD |
| 8 | CALM | CAL MAINE FOODS INC | Consumer Defensive | 250 | $20K | 0.00% | SOLD |
| 9 | CCL | CARNIVAL CORP | Consumer Cyclical | 743 | $19K | 0.00% | SOLD |
| 10 | DOLE | DOLE PLC | Consumer Defensive | 1,000 | $14K | 0.00% | SOLD |
| 11 | CTRA | COTERRA ENERGY INC | Energy | 403 | $14K | 0.00% | SOLD |
| 12 | SLG | SL GREEN RLTY CORP | Real Estate | 300 | $11K | 0.00% | SOLD |
| 13 | HLT | HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 35 | $11K | 0.00% | SOLD |
| 14 | EMR | EMERSON ELEC CO | Industrials | 81 | $11K | 0.00% | SOLD |
| 15 | AMGN | AMGEN INC | Healthcare | 28 | $10K | 0.00% | SOLD |
| 16 | EBAY | EBAY INC. | Consumer Cyclical | 100 | $9K | 0.00% | SOLD |
| 17 | DE | DEERE & CO | Industrials | 15 | $8K | 0.00% | SOLD |
| 18 | TLN | TALEN ENERGY CORP | Utilities | 25 | $8K | 0.00% | SOLD |
| 19 | AZO | AUTOZONE INC | Consumer Cyclical | 2 | $7K | 0.00% | SOLD |
| 20 | POST | POST HLDGS INC | Consumer Defensive | 64 | $6K | 0.00% | SOLD |
Sector Allocation
Financial Services
30.4%
Technology
20.7%
Consumer Defensive
11.7%
Communication Services
9.9%
Consumer Cyclical
8.6%
Industrials
7.5%
Healthcare
5.5%
Energy
2.5%
Utilities
2.0%
Basic Materials
0.8%