$145 Million is the total value of RITTER DANIHER FINANCIAL ADVISORY LLC's 242 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 22.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Sell | ISHARES TRcore s&p500 etf | $31,466,000 | -5.1% | 69,357 | -0.2% | 21.70% | -1.9% |
| DGRO | Buy | ISHARES TRcore div grwth | $18,013,000 | -3.3% | 337,258 | +0.6% | 12.42% | -0.0% |
| PG | Buy | PROCTER AND GAMBLE CO | $11,683,000 | -3.4% | 76,460 | +3.4% | 8.06% | -0.1% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $10,881,000 | -1.8% | 40,551 | +3.6% | 7.50% | +1.6% |
| LCNB | LCNB CORP | $9,859,000 | -10.1% | 561,459 | 0.0% | 6.80% | -7.0% | |
| IEFA | Buy | ISHARES TRcore msci eafe | $9,399,000 | +2.0% | 135,216 | +9.5% | 6.48% | +5.4% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $6,220,000 | -0.5% | 57,655 | +5.6% | 4.29% | +2.9% |
| AAPL | Sell | APPLE INC | $5,992,000 | -2.0% | 34,314 | -0.3% | 4.13% | +1.4% |
| EFA | Sell | ISHARES TRmsci eafe etf | $2,262,000 | -17.4% | 30,728 | -11.7% | 1.56% | -14.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,243,000 | -13.3% | 16,457 | +0.8% | 1.55% | -10.3% |
| AMZN | Buy | AMAZON COM INC | $2,044,000 | +4.1% | 627 | +6.5% | 1.41% | +7.6% |
| CTAS | Sell | CINTAS CORP | $2,039,000 | -8.2% | 4,794 | -4.4% | 1.41% | -5.1% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $1,654,000 | -9.5% | 16,460 | +3.8% | 1.14% | -6.4% |
| MSFT | Buy | MICROSOFT CORP | $1,315,000 | -4.7% | 4,265 | +4.0% | 0.91% | -1.4% |
| NEE | Sell | NEXTERA ENERGY INC | $1,222,000 | -9.6% | 14,429 | -0.3% | 0.84% | -6.5% |
| IWR | Sell | ISHARES TRrus mid cap etf | $1,093,000 | -8.1% | 14,009 | -2.2% | 0.75% | -4.9% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $1,060,000 | -8.7% | 19,690 | +93.0% | 0.73% | -5.6% |
| JMST | Buy | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $1,008,000 | +10.3% | 19,904 | +11.2% | 0.70% | +13.9% |
| PFE | PFIZER INC | $1,004,000 | -12.3% | 19,394 | 0.0% | 0.69% | -9.4% | |
| IVOO | Buy | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $905,000 | -4.5% | 4,978 | +0.6% | 0.62% | -1.3% |
| TSLA | Buy | TESLA INC | $851,000 | +19.4% | 790 | +17.0% | 0.59% | +23.3% |
| COST | Buy | COSTCO WHSL CORP NEW | $804,000 | +1.4% | 1,397 | +0.1% | 0.55% | +4.7% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $712,000 | 0.0% | 14,815 | +6.2% | 0.49% | +3.4% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $698,000 | +4.5% | 250 | +8.2% | 0.48% | +7.8% |
| GOOGL | ALPHABET INCcap stk cl a | $693,000 | -3.9% | 249 | 0.0% | 0.48% | -0.6% | |
| IWM | Buy | ISHARES TRrussell 2000 etf | $686,000 | -7.7% | 3,343 | +0.1% | 0.47% | -4.6% |
| VIOO | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $669,000 | -5.8% | 3,377 | 0.0% | 0.46% | -2.7% | |
| CVX | Sell | CHEVRON CORP NEW | $584,000 | +30.9% | 3,584 | -5.7% | 0.40% | +35.7% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $544,000 | -6.5% | 14,827 | -1.0% | 0.38% | -3.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $537,000 | -0.2% | 1,188 | +4.9% | 0.37% | +3.1% |
| VOO | Sell | VANGUARD INDEX FDS | $524,000 | -9.3% | 1,263 | -4.7% | 0.36% | -6.2% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $516,000 | +37.6% | 5,037 | +40.3% | 0.36% | +42.4% |
| XOM | Sell | EXXON MOBIL CORP | $489,000 | +25.4% | 5,918 | -7.1% | 0.34% | +29.6% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $469,000 | -10.5% | 2,058 | -5.2% | 0.32% | -7.4% |
| BMY | BRISTOL-MYERS SQUIBB CO | $446,000 | +17.1% | 6,105 | 0.0% | 0.31% | +21.3% | |
| LECO | LINCOLN ELEC HLDGS INC | $413,000 | -1.2% | 3,000 | 0.0% | 0.28% | +2.2% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $404,000 | +18.1% | 1,144 | 0.0% | 0.28% | +22.4% | |
| FITB | FIFTH THIRD BANCORP | $395,000 | -1.0% | 9,168 | 0.0% | 0.27% | +2.3% | |
| GLD | Sell | SPDR GOLD TR | $389,000 | +4.9% | 2,156 | -0.8% | 0.27% | +8.5% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $375,000 | -29.6% | 3,716 | -25.4% | 0.26% | -27.0% |
| NSC | NORFOLK SOUTHN CORP | $371,000 | -4.1% | 1,300 | 0.0% | 0.26% | -0.8% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $333,000 | +15.2% | 3,363 | 0.0% | 0.23% | +19.2% | |
| LIT | GLOBAL X FDSlithium btry etf | $317,000 | -8.9% | 4,123 | 0.0% | 0.22% | -5.6% | |
| INTC | Buy | INTEL CORP | $316,000 | +7.5% | 6,379 | +11.8% | 0.22% | +11.2% |
| DUK | Buy | DUKE ENERGY CORP NEW | $311,000 | +46.0% | 2,781 | +36.7% | 0.21% | +50.7% |
| USB | Sell | US BANCORP DEL | $307,000 | -7.0% | 5,770 | -1.7% | 0.21% | -3.6% |
| KO | COCA COLA CO | $305,000 | +4.8% | 4,922 | 0.0% | 0.21% | +8.2% | |
| PEP | PEPSICO INC | $301,000 | -3.8% | 1,799 | 0.0% | 0.21% | -0.5% | |
| DIS | Buy | DISNEY WALT CO | $294,000 | +23.0% | 2,141 | +38.9% | 0.20% | +27.7% |
| TGRW | Buy | T ROWE PRICE ETF INCprice grw stock | $286,000 | +673.0% | 9,819 | +787.8% | 0.20% | +688.0% |
| IWD | ISHARES TRrus 1000 val etf | $272,000 | -1.1% | 1,638 | 0.0% | 0.19% | +2.7% | |
| DSI | ISHARES TRmsci kld400 soc | $260,000 | -6.8% | 3,000 | 0.0% | 0.18% | -3.8% | |
| OUNZ | VANECK MERK GOLD TRgold trust | $257,000 | +6.2% | 13,635 | 0.0% | 0.18% | +9.9% | |
| IWS | Buy | ISHARES TRrus mdcp val etf | $247,000 | +11.3% | 2,063 | +14.0% | 0.17% | +14.9% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $233,000 | -9.3% | 1,495 | -8.8% | 0.16% | -5.8% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $220,000 | +168.3% | 2,009 | +170.0% | 0.15% | +176.4% |
| AGG | Buy | ISHARES TRcore us aggbd et | $197,000 | +35.9% | 1,838 | +44.2% | 0.14% | +40.2% |
| UNH | UNITEDHEALTH GROUP INC | $192,000 | +1.6% | 377 | 0.0% | 0.13% | +4.8% | |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $184,000 | -13.2% | 3,882 | +87.5% | 0.13% | -9.9% |
| WPC | WP CAREY INC | $184,000 | -1.6% | 2,278 | 0.0% | 0.13% | +1.6% | |
| LULU | LULULEMON ATHLETICA INC | $179,000 | -6.8% | 490 | 0.0% | 0.12% | -3.9% | |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $174,000 | -19.1% | 2,293 | -14.3% | 0.12% | -16.1% |
| TIP | ISHARES TRtips bd etf | $172,000 | -3.4% | 1,382 | 0.0% | 0.12% | 0.0% | |
| CSX | CSX CORP | $163,000 | -0.6% | 4,350 | 0.0% | 0.11% | +2.8% | |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $155,000 | -1.9% | 2,305 | 0.0% | 0.11% | +1.9% | |
| OEF | New | ISHARES TRs&p 100 etf | $154,000 | – | 739 | +100.0% | 0.11% | – |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $148,000 | -3.3% | 911 | +2.4% | 0.10% | 0.0% |
| JNJ | JOHNSON & JOHNSON | $147,000 | +3.5% | 828 | 0.0% | 0.10% | +6.3% | |
| NVDA | Buy | NVIDIA CORPORATION | $143,000 | +2760.0% | 524 | +3175.0% | 0.10% | +3200.0% |
| RCL | ROYAL CARIBBEAN GROUP | $143,000 | +9.2% | 1,710 | 0.0% | 0.10% | +13.8% | |
| EEM | ISHARES TRmsci emg mkt etf | $141,000 | -7.2% | 3,118 | 0.0% | 0.10% | -4.0% | |
| BSV | VANGUARD BD INDEX FDSshort trm bond | $138,000 | -3.5% | 1,770 | 0.0% | 0.10% | 0.0% | |
| DVY | ISHARES TRselect divid etf | $137,000 | +4.6% | 1,071 | 0.0% | 0.09% | +8.0% | |
| BAC | BK OF AMERICA CORP | $137,000 | -7.4% | 3,319 | 0.0% | 0.09% | -5.1% | |
| KR | KROGER CO | $133,000 | +26.7% | 2,326 | 0.0% | 0.09% | +31.4% | |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $134,000 | -5.6% | 1,072 | +4.5% | 0.09% | -3.2% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $134,000 | -56.8% | 1,752 | -52.7% | 0.09% | -55.6% |
| GXTG | Buy | GLOBAL X FDSthmatc gwt etf | $131,000 | -1.5% | 3,503 | +17.2% | 0.09% | +1.1% |
| IBM | INTERNATIONAL BUSINESS MACHS | $127,000 | -3.1% | 980 | 0.0% | 0.09% | +1.1% | |
| PNC | PNC FINL SVCS GROUP INC | $118,000 | -8.5% | 641 | 0.0% | 0.08% | -5.8% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $115,000 | -13.5% | 1,105 | 0.0% | 0.08% | -11.2% | |
| ABBV | Sell | ABBVIE INC | $115,000 | +18.6% | 708 | -0.7% | 0.08% | +21.5% |
| ANTM | ANTHEM INC | $99,000 | +5.3% | 202 | 0.0% | 0.07% | +7.9% | |
| ENB | Buy | ENBRIDGE INC | $97,000 | +22.8% | 2,094 | +3.1% | 0.07% | +26.4% |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $93,000 | -12.3% | 1,750 | 0.0% | 0.06% | -9.9% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $91,000 | -9.0% | 251 | 0.0% | 0.06% | -6.0% | |
| LLY | LILLY ELI & CO | $91,000 | +3.4% | 317 | 0.0% | 0.06% | +6.8% | |
| DFAT | DIMENSIONAL ETF TRUSTus targeted vlu | $88,000 | -2.2% | 1,892 | 0.0% | 0.06% | +1.7% | |
| HD | HOME DEPOT INC | $85,000 | -28.0% | 285 | 0.0% | 0.06% | -25.3% | |
| PM | New | PHILIP MORRIS INTL INC | $85,000 | – | 907 | +100.0% | 0.06% | – |
| ACN | ACCENTURE PLC IRELAND | $84,000 | -18.4% | 248 | 0.0% | 0.06% | -15.9% | |
| EFG | ISHARES TReafe grwth etf | $82,000 | -12.8% | 850 | 0.0% | 0.06% | -9.5% | |
| CNI | CANADIAN NATL RY CO | $80,000 | +8.1% | 600 | 0.0% | 0.06% | +12.2% | |
| IWF | ISHARES TRrus 1000 grw etf | $77,000 | -9.4% | 277 | 0.0% | 0.05% | -7.0% | |
| BX | New | BLACKSTONE INC | $76,000 | – | 600 | +100.0% | 0.05% | – |
| LHX | L3HARRIS TECHNOLOGIES INC | $74,000 | +15.6% | 299 | 0.0% | 0.05% | +18.6% | |
| CTEC | Sell | GLOBAL X FDScleantech etf | $73,000 | -52.0% | 4,372 | -49.3% | 0.05% | -50.5% |
| WMT | WALMART INC | $70,000 | +2.9% | 470 | 0.0% | 0.05% | +6.7% | |
| MCD | Buy | MCDONALDS CORP | $70,000 | +66.7% | 283 | +82.6% | 0.05% | +71.4% |
| AA | ALCOA CORP | $66,000 | +50.0% | 733 | 0.0% | 0.05% | +58.6% | |
| SRE | SEMPRA | $65,000 | +27.5% | 386 | 0.0% | 0.04% | +32.4% | |
| COP | CONOCOPHILLIPS | $65,000 | +38.3% | 650 | 0.0% | 0.04% | +45.2% | |
| IWB | ISHARES TRrus 1000 etf | $63,000 | -4.5% | 251 | 0.0% | 0.04% | -2.3% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $63,000 | -7.4% | 276 | 0.0% | 0.04% | -4.4% | |
| YUM | Sell | YUM BRANDS INC | $59,000 | -57.6% | 500 | -50.0% | 0.04% | -55.9% |
| WOR | WORTHINGTON INDS INC | $59,000 | -6.3% | 1,151 | 0.0% | 0.04% | -2.4% | |
| NUE | NUCOR CORP | $59,000 | +28.3% | 400 | 0.0% | 0.04% | +32.3% | |
| CINF | CINCINNATI FINL CORP | $58,000 | +18.4% | 430 | 0.0% | 0.04% | +21.2% | |
| MO | New | ALTRIA GROUP INC | $58,000 | – | 1,108 | +100.0% | 0.04% | – |
| SBUX | STARBUCKS CORP | $56,000 | -23.3% | 620 | 0.0% | 0.04% | -20.4% | |
| ESGD | New | ISHARES TResg aw msci eafe | $55,000 | – | 744 | +100.0% | 0.04% | – |
| DRIV | GLOBAL X FDSautonmous ev etf | $55,000 | -9.8% | 2,000 | 0.0% | 0.04% | -7.3% | |
| DD | DUPONT DE NEMOURS INC | $54,000 | -10.0% | 740 | 0.0% | 0.04% | -7.5% | |
| LDOS | LEIDOS HOLDINGS INC | $51,000 | +21.4% | 476 | 0.0% | 0.04% | +25.0% | |
| New | PHILLIPS EDISON & CO INC | $46,000 | – | 1,331 | +100.0% | 0.03% | – | |
| DOW | DOW INC | $47,000 | +11.9% | 740 | 0.0% | 0.03% | +14.3% | |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $45,000 | -10.0% | 602 | +98.0% | 0.03% | -6.1% |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $45,000 | -11.8% | 200 | 0.0% | 0.03% | -8.8% | |
| SJM | SMUCKER J M CO | $45,000 | 0.0% | 331 | 0.0% | 0.03% | +3.3% | |
| CTVA | CORTEVA INC | $43,000 | +22.9% | 740 | 0.0% | 0.03% | +30.4% | |
| MRK | MERCK & CO INC | $42,000 | +5.0% | 517 | 0.0% | 0.03% | +7.4% | |
| V | VISA INC | $40,000 | +2.6% | 179 | 0.0% | 0.03% | +7.7% | |
| HUM | HUMANA INC | $39,000 | -7.1% | 90 | 0.0% | 0.03% | -3.6% | |
| LAND | GLADSTONE LD CORP | $39,000 | +8.3% | 1,064 | 0.0% | 0.03% | +12.5% | |
| FPE | New | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $38,000 | – | 2,000 | +100.0% | 0.03% | – |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $36,000 | 0.0% | 451 | 0.0% | 0.02% | +4.2% | |
| OHI | New | OMEGA HEALTHCARE INVS INC | $35,000 | – | 1,126 | +100.0% | 0.02% | – |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $32,000 | -8.6% | 446 | -7.1% | 0.02% | -4.3% |
| LIN | LINDE PLC | $29,000 | -6.5% | 90 | 0.0% | 0.02% | -4.8% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $29,000 | +3.6% | 224 | 0.0% | 0.02% | +5.3% | |
| EMLP | New | FIRST TR EXCHANGE-TRADED FDno amer energy | $28,000 | – | 1,000 | +100.0% | 0.02% | – |
| MMM | Sell | 3M CO | $26,000 | -18.8% | 175 | -2.2% | 0.02% | -14.3% |
| WTRG | ESSENTIAL UTILS INC | $26,000 | -3.7% | 500 | 0.0% | 0.02% | 0.0% | |
| ITW | ILLINOIS TOOL WKS INC | $24,000 | -14.3% | 115 | 0.0% | 0.02% | -10.5% | |
| EMR | EMERSON ELEC CO | $25,000 | +8.7% | 250 | 0.0% | 0.02% | +13.3% | |
| ISRG | INTUITIVE SURGICAL INC | $24,000 | -14.3% | 78 | 0.0% | 0.02% | -10.5% | |
| UNP | UNION PAC CORP | $25,000 | +8.7% | 90 | 0.0% | 0.02% | +13.3% | |
| T | Sell | AT&T INC | $25,000 | -35.9% | 1,047 | -34.4% | 0.02% | -34.6% |
| Buy | GENERAL ELECTRIC CO | $23,000 | +21.1% | 254 | +28.3% | 0.02% | +23.1% | |
| AFG | Buy | AMERICAN FINL GROUP INC OHIO | $23,000 | +4.5% | 160 | +1.3% | 0.02% | +6.7% |
| AVGO | New | BROADCOM INC | $20,000 | – | 31 | +100.0% | 0.01% | – |
| ESGE | New | ISHARES INCesg awr msci em | $21,000 | – | 563 | +100.0% | 0.01% | – |
| MDT | MEDTRONIC PLC | $19,000 | +5.6% | 170 | 0.0% | 0.01% | +8.3% | |
| NFLX | NETFLIX INC | $19,000 | -36.7% | 50 | 0.0% | 0.01% | -35.0% | |
| GPC | GENUINE PARTS CO | $18,000 | -10.0% | 141 | 0.0% | 0.01% | -7.7% | |
| DAL | DELTA AIR LINES INC DEL | $18,000 | 0.0% | 460 | 0.0% | 0.01% | 0.0% | |
| SHY | ISHARES TR1 3 yr treas bd | $17,000 | 0.0% | 201 | 0.0% | 0.01% | +9.1% | |
| NKE | NIKE INCcl b | $17,000 | -19.0% | 125 | 0.0% | 0.01% | -14.3% | |
| AON | New | AON PLC | $17,000 | – | 52 | +100.0% | 0.01% | – |
| SCHN | SCHNITZER STEEL INDS INCcl a | $16,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% | |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $16,000 | – | 100 | +100.0% | 0.01% | – |
| USMV | Buy | ISHARES TRmsci usa min vol | $14,000 | +133.3% | 184 | +135.9% | 0.01% | +150.0% |
| Buy | RIVIAN AUTOMOTIVE INC | $15,000 | +150.0% | 297 | +395.0% | 0.01% | +150.0% | |
| RNRG | Buy | GLOBAL X FDSrenewable energy | $15,000 | +25.0% | 928 | +23.7% | 0.01% | +25.0% |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $15,000 | 0.0% | 109 | 0.0% | 0.01% | 0.0% | |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $13,000 | +550.0% | 120 | +500.0% | 0.01% | +800.0% |
| IWN | ISHARES TRrus 2000 val etf | $13,000 | 0.0% | 78 | 0.0% | 0.01% | 0.0% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $13,000 | 0.0% | 180 | 0.0% | 0.01% | 0.0% | |
| SCZ | New | ISHARES TReafe sml cp etf | $13,000 | – | 203 | +100.0% | 0.01% | – |
| GD | GENERAL DYNAMICS CORP | $12,000 | +20.0% | 50 | 0.0% | 0.01% | +14.3% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $11,000 | 0.0% | 50 | 0.0% | 0.01% | +14.3% | |
| TTD | THE TRADE DESK INC | $12,000 | -25.0% | 170 | 0.0% | 0.01% | -27.3% | |
| ITA | ISHARES TRus aer def etf | $11,000 | +10.0% | 100 | 0.0% | 0.01% | +14.3% | |
| IP | INTERNATIONAL PAPER CO | $12,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% | |
| MMC | MARSH & MCLENNAN COS INC | $11,000 | 0.0% | 65 | 0.0% | 0.01% | +14.3% | |
| JPST | New | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $11,000 | – | 218 | +100.0% | 0.01% | – |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $11,000 | 0.0% | 214 | +0.9% | 0.01% | +14.3% |
| CM | CANADIAN IMP BK COMM | $12,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| CC | CHEMOURS CO | $11,000 | -8.3% | 346 | 0.0% | 0.01% | 0.0% | |
| VFC | V F CORP | $11,000 | -26.7% | 200 | 0.0% | 0.01% | -20.0% | |
| KSS | KOHLS CORP | $10,000 | +25.0% | 160 | 0.0% | 0.01% | +40.0% | |
| CVS | CVS HEALTH CORP | $10,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| GLOBAL X FDSsolar etf | $10,000 | -9.1% | 474 | 0.0% | 0.01% | 0.0% | ||
| BP | BP PLCsponsored adr | $10,000 | +11.1% | 353 | 0.0% | 0.01% | +16.7% | |
| WM | WASTE MGMT INC DEL | $10,000 | -9.1% | 66 | 0.0% | 0.01% | 0.0% | |
| CWI | SPDR INDEX SHS FDSmsci acwi exus | $10,000 | 0.0% | 348 | 0.0% | 0.01% | 0.0% | |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $10,000 | -16.7% | 374 | -9.7% | 0.01% | -12.5% |
| ADRE | INVESCO ACTIVELY MANAGED ETFemgring mkts50 | $9,000 | -10.0% | 210 | 0.0% | 0.01% | -14.3% | |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $8,000 | – | 200 | +100.0% | 0.01% | – |
| CSCO | CISCO SYS INC | $9,000 | -18.2% | 166 | 0.0% | 0.01% | -14.3% | |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $8,000 | – | 200 | +100.0% | 0.01% | – |
| EWA | ISHARES INCmsci aust etf | $8,000 | +14.3% | 300 | 0.0% | 0.01% | +20.0% | |
| ATVI | ACTIVISION BLIZZARD INC | $8,000 | +14.3% | 100 | 0.0% | 0.01% | +20.0% | |
| HYLB | New | DBX ETF TRxtrack usd high | $7,000 | – | 191 | +100.0% | 0.01% | – |
| XT | ISHARES TRexponential tech | $7,000 | -12.5% | 125 | 0.0% | 0.01% | 0.0% | |
| ORCL | ORACLE CORP | $7,000 | -12.5% | 89 | 0.0% | 0.01% | 0.0% | |
| PTH | New | INVESCO EXCHANGE TRADED FD Tdwa healthcare | $7,000 | – | 53 | +100.0% | 0.01% | – |
| AMGN | AMGEN INC | $6,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| TXN | TEXAS INSTRS INC | $6,000 | -14.3% | 35 | 0.0% | 0.00% | -20.0% | |
| LOW | LOWES COS INC | $6,000 | -14.3% | 28 | 0.0% | 0.00% | -20.0% | |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $6,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| ETR | ENTERGY CORP NEW | $6,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| VTRS | Sell | VIATRIS INC | $6,000 | -50.0% | 564 | -38.2% | 0.00% | -50.0% |
| DE | DEERE & CO | $6,000 | +20.0% | 15 | 0.0% | 0.00% | +33.3% | |
| CCL | CARNIVAL CORP | $4,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| Buy | LUCID GROUP INC | $4,000 | +33.3% | 150 | +100.0% | 0.00% | +50.0% | |
| MRVL | MARVELL TECHNOLOGY INC | $4,000 | -20.0% | 58 | 0.0% | 0.00% | 0.0% | |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $5,000 | -64.3% | 15 | -62.5% | 0.00% | -66.7% |
| NKLA | NIKOLA CORP | $4,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| IBB | ISHARES TRishares biotech | $5,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| SLYV | SPDR SER TRs&p 600 smcp val | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| SDY | Sell | SPDR SER TRs&p divid etf | $5,000 | -54.5% | 39 | -56.2% | 0.00% | -57.1% |
| FNDX | Sell | SCHWAB STRATEGIC TRschwab fdt us lg | $4,000 | -42.9% | 63 | -44.7% | 0.00% | -40.0% |
| F | Buy | FORD MTR CO DEL | $5,000 | -16.7% | 288 | +0.3% | 0.00% | -25.0% |
| AMAT | New | APPLIED MATLS INC | $4,000 | – | 30 | +100.0% | 0.00% | – |
| ABT | ABBOTT LABS | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| SHOP | SHOPIFY INCcl a | $3,000 | -57.1% | 5 | 0.0% | 0.00% | -60.0% | |
| FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $3,000 | -40.0% | 51 | -44.0% | 0.00% | -33.3% |
| EDOC | GLOBAL X FDStelmdc&dig etf | $3,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| PAVE | New | GLOBAL X FDSus infr dev etf | $3,000 | – | 100 | +100.0% | 0.00% | – |
| DELL | New | DELL TECHNOLOGIES INCcl c | $3,000 | – | 63 | +100.0% | 0.00% | – |
| SNY | SANOFIsponsored adr | $3,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% | |
| VMW | New | VMWARE INC | $3,000 | – | 27 | +100.0% | 0.00% | – |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $3,000 | +50.0% | 163 | 0.0% | 0.00% | +100.0% | |
| SAM | BOSTON BEER INCcl a | $3,000 | -25.0% | 8 | 0.0% | 0.00% | -33.3% | |
| EPR | EPR PPTYS | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| HUBS | HUBSPOT INC | $3,000 | -25.0% | 6 | 0.0% | 0.00% | -33.3% | |
| COIN | COINBASE GLOBAL INC | $3,000 | -25.0% | 15 | 0.0% | 0.00% | -33.3% | |
| SQ | BLOCK INCcl a | $3,000 | -25.0% | 25 | 0.0% | 0.00% | -33.3% | |
| FDL | New | FIRST TR MORNINGSTAR DIVID L | $3,000 | – | 70 | +100.0% | 0.00% | – |
| KYNDRYL HLDGS INC | $3,000 | -25.0% | 196 | 0.0% | 0.00% | -33.3% | ||
| WAB | Buy | WABTEC | $1,000 | 0.0% | 12 | +71.4% | 0.00% | 0.0% |
| DKNG | DRAFTKINGS INC | $2,000 | -33.3% | 100 | 0.0% | 0.00% | -50.0% | |
| SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $1,000 | -50.0% | 22 | -46.3% | 0.00% | 0.0% |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $1,000 | -50.0% | 22 | -38.9% | 0.00% | 0.0% |
| AMC | Sell | AMC ENTMT HLDGS INC | $2,000 | -60.0% | 100 | -50.0% | 0.00% | -66.7% |
| CNXC | CONCENTRIX CORP | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $2,000 | -50.0% | 74 | -44.4% | 0.00% | -66.7% |
| FNDC | Sell | SCHWAB STRATEGIC TRschwb fdt int sc | $2,000 | -33.3% | 44 | -44.3% | 0.00% | -50.0% |
| FNDE | Sell | SCHWAB STRATEGIC TRschwb fdt emk lg | $2,000 | -60.0% | 85 | -44.1% | 0.00% | -66.7% |
| ELY | CALLAWAY GOLF CO | $2,000 | -33.3% | 100 | 0.0% | 0.00% | -50.0% | |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $2,000 | 0.0% | 44 | +100.0% | 0.00% | 0.0% |
| ROKU | Sell | ROKU INC | $1,000 | -80.0% | 5 | -75.0% | 0.00% | -66.7% |
| QCOM | QUALCOMM INC | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| New | ZIMVIE INC | $1,000 | – | 22 | +100.0% | 0.00% | – | |
| IRM | IRON MTN INC NEW | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| PYPL | PAYPAL HLDGS INC | $1,000 | -50.0% | 8 | 0.0% | 0.00% | 0.0% | |
| ICLN | ISHARES TRgl clean ene etf | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| IGRO | New | ISHARES TRintl div grwth | $1,000 | – | 22 | +100.0% | 0.00% | – |
| ARKQ | ARK ETF TRautnmus technlgy | $2,000 | -33.3% | 36 | 0.0% | 0.00% | -50.0% | |
| SNX | TD SYNNEX CORPORATION | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $1,000 | 0.0% | 128 | 0.0% | 0.00% | 0.0% | |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -8 | -100.0% | 0.00% | – |
| HTZZ | Exit | HERTZ GLOBAL HLDGS INC | $0 | – | -10 | -100.0% | 0.00% | – |
| PXH | Exit | INVESCO EXCH TRADED FD TR IIftse rafi emng | $0 | – | -1 | -100.0% | 0.00% | – |
| WKHS | Exit | WORKHORSE GROUP INC | $0 | – | -90 | -100.0% | 0.00% | – |
| HAUZ | Exit | DBX ETF TRxtrack intl real | $0 | – | -14 | -100.0% | 0.00% | – |
| NBSE | Exit | NEUBASE THERAPEUTICS INC | $0 | – | -2 | -100.0% | 0.00% | – |
| ACB | Exit | AURORA CANNABIS INC | $0 | – | -8 | -100.0% | 0.00% | – |
| VNQI | Exit | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $0 | – | -7 | -100.0% | 0.00% | – |
| MAXN | Exit | MAXEON SOLAR TECHNOLOGIES LT | $0 | – | -2 | -100.0% | 0.00% | – |
| POWW | Exit | AMMO INC | $0 | – | -150 | -100.0% | -0.00% | – |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -153 | -100.0% | -0.00% | – |
| BB | Exit | BLACKBERRY LTD | $0 | – | -100 | -100.0% | -0.00% | – |
| VALE | Exit | VALE S Asponsored ads | $0 | – | -60 | -100.0% | -0.00% | – |
| PBW | Exit | INVESCO EXCHANGE TRADED FD Twilderhil clan | $0 | – | -20 | -100.0% | -0.00% | – |
| BLCN | Exit | SIREN ETF TRnsd nxgn eco etf | $0 | – | -20 | -100.0% | -0.00% | – |
| Exit | SYLVAMO CORP | $0 | – | -22 | -100.0% | -0.00% | – | |
| HTZZW | Exit | HERTZ GLOBAL HLDGS INC*w exp 06/30/205 | $0 | – | -72 | -100.0% | -0.00% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -3 | -100.0% | -0.00% | – |
| PII | Exit | POLARIS INC | $0 | – | -40 | -100.0% | -0.00% | – |
| PJP | Exit | INVESCO EXCHANGE TRADED FD Tdynmc phrmctls | $0 | – | -110 | -100.0% | -0.01% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -45 | -100.0% | -0.01% | – |
| Exit | ALLBIRDS INC | $0 | – | -2,000 | -100.0% | -0.02% | – | |
| VSS | Exit | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | -368 | -100.0% | -0.03% | – |
| BLV | Exit | VANGUARD BD INDEX FDSlong term bond | $0 | – | -1,430 | -100.0% | -0.10% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -290 | -100.0% | -0.10% | – |
| IUSB | Exit | ISHARES TRcore total usd | $0 | – | -3,097 | -100.0% | -0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 6 | Q1 2022 | 22.2% |
| ISHARES TR | 6 | Q1 2022 | 12.6% |
| PROCTER AND GAMBLE CO | 6 | Q1 2022 | 8.8% |
| ISHARES TR | 6 | Q1 2022 | 7.8% |
| LCNB CORP | 6 | Q1 2022 | 7.8% |
| ISHARES TR | 6 | Q1 2022 | 6.6% |
| ISHARES TR | 6 | Q1 2022 | 5.4% |
| APPLE INC | 6 | Q1 2022 | 4.1% |
| ISHARES TR | 6 | Q1 2022 | 2.9% |
| JPMORGAN CHASE & CO | 6 | Q1 2022 | 1.9% |
View RITTER DANIHER FINANCIAL ADVISORY LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-09 |
| 13F-HR | 2021-11-05 |
| 13F-HR | 2021-08-04 |
| 13F-HR | 2021-05-06 |
| 13F-HR | 2021-02-16 |
View RITTER DANIHER FINANCIAL ADVISORY LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.