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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 8 of 31  ·  602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PEP PEPSICO INC Consumer Defensive 2,110.0 $286K 0.04% -22.0 -1.0% $135.40 +3.6%
142 LOW LOWES COS INC Consumer Cyclical 1,287.0 $284K 0.04% -26.0 -2.0% $220.56 -0.9%
143 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 911.0 $267K 0.04% -178.0 -16.4% $293.14 +3.4%
144 IWF ISHARES TR 2,140.0 $266K 0.04% +2K +300.0% $124.17 -0.7%
145 UNILEVER PLC 4,377.0 $263K 0.04% -1K -19.7% $60.12
146 RDVI FIRST TR EXCHANGE-TRADED FD 8,869.0 $261K 0.04% -302.0 -3.3% $29.40 +1.1%
147 HD HOME DEPOT INC Consumer Cyclical 728.0 $257K 0.04% -103.0 -12.4% $352.58 -3.3%
148 ECL ECOLAB INC Basic Materials 918.0 $256K 0.04% -78.0 -7.8% $278.72 +0.8%
149 BLUEROCK PVT REAL ESTATE FD 19,352.0 $252K 0.04% +1K +5.7% $13.01
150 MCD MCDONALDS CORP Consumer Cyclical 920.0 $249K 0.04% -105.0 -10.2% $270.31 -0.6%
151 XLV SELECT SECTOR SPDR TR 1,552.0 $246K 0.04% $158.64 +7.1%
152 EEM ISHARES TR 3,470.0 $237K 0.04% $68.41 -4.3%
153 SLV ISHARES SILVER TR Financial Services 4,363.0 $233K 0.04% +299.0 +7.4% $53.47 +8.2%
154 SCHF SCHWAB STRATEGIC TR 8,341.0 $231K 0.04% $27.70 +1.4%
155 ACWI ISHARES TR 1,443.0 $227K 0.03% $156.97 +2.2%
156 GEV GE VERNOVA INC Utilities 191.0 $225K 0.03% -19.0 -9.1% $1177.66 -13.7%
157 BA BOEING CO Industrials 1,025.0 $222K 0.03% $216.47 +4.0%
158 USB US BANCORP Financial Services 3,670.0 $222K 0.03% $60.40 +6.5%
159 ISCG ISHARES TR 3,320.0 $218K 0.03% -299.0 -8.3% $65.54 -0.1%
160 QQQE DIREXION SHARES ETF TRUST 1,769.0 $216K 0.03% $122.01 +0.9%
Page 8 of 31  ·  602 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%