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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 6 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GNOV FIRST TR EXCHNG TRADED FD VI 2,849.0 $119K 0.02% -63.0 -2.2% $41.80 +1.7%
102 PDEC INNOVATOR ETFS TRUST 2,310.0 $106K 0.02% -125.0 -5.1% $45.89 +2.1%
103 T AT&T INC Communication Services 3,690.0 $76K 0.01% -960.0 -20.6% $20.70 +21.3%
104 SNY SANOFI SA Healthcare 1,644.0 $70K 0.01% -3K -62.0% $42.66 +5.5%
105 GOCT FIRST TR EXCHNG TRADED FD VI 1,635.0 $68K 0.01% -55.0 -3.2% $41.55 +1.6%
106 BDX BECTON DICKINSON & CO Healthcare 443.0 $67K 0.01% -143.0 -24.4% $151.22 +20.8%
107 SBUX STARBUCKS CORP Consumer Cyclical 654.0 $67K 0.01% -215.0 -24.7% $102.21 +4.9%
108 VZ VERIZON COMMUNICATIONS INC Communication Services 1,454.0 $62K 0.01% -20.0 -1.4% $42.35 +15.2%
109 NPFD NUVEEN VRIABL RAT PFD & INM Financial Services 3,269.0 $62K 0.01% -1K -31.4% $18.82 -1.0%
110 THNQ EXCHANGE TRADED CONCEPTS TRU 662.0 $60K 0.01% -84.0 -11.3% $91.25 -0.4%
111 ADP AUTOMATIC DATA PROCESSING IN Industrials 268.0 $60K 0.01% -134.0 -33.3% $223.95 +21.5%
112 OMC OMNICOM GROUP INC Communication Services 783.0 $57K 0.01% -246.0 -23.9% $72.82 +19.4%
113 KNG FIRST TR EXCHANGE-TRADED FD 1,014.0 $51K 0.01% -79.0 -7.2% $50.49 +2.8%
114 ADBE ADOBE INC Technology 245.0 $50K 0.01% -167.0 -40.5% $205.02 +29.8%
115 PSA PUBLIC STORAGE Real Estate 150.0 $48K 0.01% -109.0 -42.1% $318.31 +2.3%
116 NVT NVENT ELEC PLC Industrials 275.0 $47K 0.01% -100.0 -26.7% $169.44 -2.7%
117 DEO DIAGEO PLC Consumer Defensive 475.0 $38K 0.01% -304.0 -39.0% $80.40 +13.8%
118 XLE SELECT SECTOR SPDR TR 665.0 $35K 0.01% -196.0 -22.8% $53.13 +19.5%
119 PRU PRUDENTIAL FINL INC Financial Services 304.0 $33K 0.01% -259.0 -46.0% $107.93 +16.1%
120 AEIS ADVANCED ENERGY INDS Industrials 75.0 $28K 0.00% -100.0 -57.1% $373.17 -16.3%
Page 6 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%