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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 9 of 31  ·  602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MCK MCKESSON CORP Healthcare 283.0 $214K 0.03% -13.0 -4.4% $756.74 +14.9%
162 DES WISDOMTREE TR 5,216.0 $212K 0.03% +32.0 +0.6% $40.68 +1.1%
163 DMAR FIRST TR EXCHNG TRADED FD VI 4,725.0 $211K 0.03% $44.73 +1.4%
164 IWB ISHARES TR 516.0 $211K 0.03% -26.0 -4.8% $409.50 +2.6%
165 MU MICRON TECHNOLOGY INC Technology 179.0 $207K 0.03% +104.0 +138.7% $1154.29 -18.5%
166 MDT MEDTRONIC PLC Healthcare 2,597.0 $203K 0.03% -114.0 -4.2% $78.23 +17.7%
167 KR KROGER CO Consumer Defensive 3,619.0 $201K 0.03% -319.0 -8.1% $55.53 +1.5%
168 VHT VANGUARD WORLD FD 661.0 $198K 0.03% -41.0 -5.8% $299.07 +6.6%
169 RPG INVESCO EXCHANGE TRADED FD T 3,027.0 $193K 0.03% $63.86 -7.6%
170 ABNB AIRBNB INC Consumer Cyclical 1,330.0 $190K 0.03% -65.0 -4.7% $143.10 +28.1%
171 AVDV AMERICAN CENTY ETF TR 1,810.0 $187K 0.03% $103.05 +6.5%
172 AXP AMERICAN EXPRESS CO Financial Services 531.0 $180K 0.03% $338.47 +0.0%
173 VBK VANGUARD INDEX FDS 485.0 $177K 0.03% +3.0 +0.6% $365.56 -2.0%
174 CHKP CHECK POINT SOFTWARE TECH LT Technology 1,328.0 $175K 0.03% -247.0 -15.7% $131.43 -0.9%
175 TMO THERMO FISHER SCIENTIFIC INC Healthcare 347.0 $174K 0.03% -32.0 -8.4% $501.36 +17.5%
176 UNP UNION PAC CORP Industrials 633.0 $172K 0.03% $272.04 +9.8%
177 VTIP VANGUARD MALVERN FDS 3,400.0 $171K 0.03% $50.23 -0.9%
178 SCHM SCHWAB STRATEGIC TR 4,593.0 $169K 0.03% $36.87 -2.2%
179 UBER UBER TECHNOLOGIES INC Technology 2,246.0 $162K 0.03% -24.0 -1.1% $72.16 +3.5%
180 MRK MERCK & CO INC Healthcare 1,257.0 $162K 0.03% $128.54 +5.2%
Page 9 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%