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Portfolio (Quarterly) Guide ↗

Ritter Daniher Financial Advisory LLC / DE

· CIK 0001936603
13F Portfolio $657M AUM 606 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 41 New 85 Added 138 Reduced 29 Exited
Page 3 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FPEI FIRST TR EXCH TRADED FD III 53,177.0 $1.0M 0.16% -1K -2.7% $19.29 -0.9%
42 MA MASTERCARD INCORPORATED Financial Services 1,904.0 $978K 0.15% -32.0 -1.6% $513.51 +12.0%
43 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,453.0 $949K 0.14% -248.0 -9.2% $386.71 +2.7%
44 MOAT VANECK ETF TRUST 8,427.0 $876K 0.13% -116.0 -1.4% $103.96 +8.3%
45 VB VANGUARD INDEX FDS 2,833.0 $859K 0.13% -80.0 -2.8% $303.13 +0.6%
46 IWM ISHARES TR 2,817.0 $846K 0.13% -77.0 -2.7% $300.45 +0.2%
47 COWZ PACER FDS TR 13,451.0 $837K 0.13% -992.0 -6.9% $62.20 +13.7%
48 NVDA NVIDIA CORPORATION Technology 4,077.0 $816K 0.12% -89.0 -2.1% $200.10 +9.8%
49 SPYV SPDR SERIES TRUST 13,331.0 $810K 0.12% -512.0 -3.7% $60.79 +4.4%
50 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,079.0 $806K 0.12% -14.0 -1.3% $746.93 +2.8%
51 DFEB FIRST TR EXCHNG TRADED FD VI 14,420.0 $728K 0.11% -300.0 -2.0% $50.49 +1.6%
52 IQVIA HLDGS INC 3,758.0 $726K 0.11% -113.0 -2.9% $193.22
53 PM PHILIP MORRIS INTL INC Consumer Defensive 3,770.0 $682K 0.10% -424.0 -10.1% $180.91 +3.9%
54 RTX RTX CORPORATION Industrials 3,526.0 $669K 0.10% -77.0 -2.1% $189.71 +17.9%
55 ADI ANALOG DEVICES INC Technology 1,531.0 $608K 0.09% -141.0 -8.4% $397.06 -6.0%
56 BK BANK OF NY MELLON CORP Financial Services 4,189.0 $606K 0.09% -68.0 -1.6% $144.62 -1.9%
57 DIS DISNEY WALT CO Communication Services 5,755.0 $554K 0.08% -162.0 -2.7% $96.24 +8.6%
58 IWD ISHARES TR 2,195.0 $532K 0.08% -14.0 -0.6% $242.47 +6.1%
59 FITB FIFTH THIRD BANCORP Financial Services 9,356.0 $527K 0.08% -456.0 -4.7% $56.37 +1.5%
60 CVX CHEVRON CORPORATION Energy 3,029.0 $502K 0.08% -120.0 -3.8% $165.76 +23.2%
Page 3 of 7  ·  138 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%