$237 Million is the total value of Ritter Daniher Financial Advisory LLC / DE's 354 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 26.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $55,009,000 | -2.7% | 128,096 | +1.0% | 23.23% | -0.8% |
| DGRO | Buy | ISHARES TRcore div grwth | $24,905,216 | -1.6% | 502,818 | +2.4% | 10.52% | +0.3% |
| IEFA | Buy | ISHARES TRcore msci eafe | $21,226,414 | -2.2% | 329,859 | +2.5% | 8.96% | -0.3% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $20,559,323 | -1.6% | 82,450 | +3.2% | 8.68% | +0.3% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $16,917,491 | +1.7% | 320,468 | +3.7% | 7.14% | +3.7% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $14,626,717 | -2.1% | 155,057 | +3.4% | 6.18% | -0.2% |
| PG | Buy | PROCTER AND GAMBLE CO | $10,801,073 | -3.9% | 74,051 | +0.0% | 4.56% | -2.0% |
| LCNB | LCNB CORP | $8,010,593 | -3.3% | 561,359 | 0.0% | 3.38% | -1.5% | |
| AAPL | Buy | APPLE INC | $6,603,214 | -11.1% | 38,568 | +0.7% | 2.79% | -9.4% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $5,626,154 | +3.6% | 105,044 | +7.0% | 2.38% | +5.6% |
| JMST | Sell | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $2,830,195 | -19.1% | 56,099 | -18.8% | 1.20% | -17.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,630,385 | +5.4% | 18,138 | +5.7% | 1.11% | +7.4% |
| CTAS | Sell | CINTAS CORP | $2,264,596 | -7.1% | 4,708 | -4.0% | 0.96% | -5.3% |
| MSFT | Buy | MICROSOFT CORP | $2,186,403 | -6.0% | 6,924 | +1.3% | 0.92% | -4.3% |
| AMZN | Sell | AMAZON COM INC | $2,080,581 | -2.8% | 16,367 | -0.4% | 0.88% | -0.9% |
| IWP | ISHARES TRrus md cp gr etf | $1,236,057 | -5.5% | 13,531 | 0.0% | 0.52% | -3.7% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,118,853 | +10.9% | 8,550 | +1.4% | 0.47% | +12.9% |
| LDUR | Sell | PIMCO ETF TRenhncd lw dur ac | $1,094,791 | -34.6% | 11,679 | -34.6% | 0.46% | -33.3% |
| COST | Buy | COSTCO WHSL CORP NEW | $956,573 | +7.5% | 1,693 | +2.4% | 0.40% | +9.5% |
| IVOO | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $934,376 | -4.5% | 11,050 | 0.0% | 0.40% | -2.5% | |
| IWR | ISHARES TRrus mid cap etf | $906,968 | -5.2% | 13,097 | 0.0% | 0.38% | -3.3% | |
| EFG | Sell | ISHARES TReafe grwth etf | $874,737 | -19.7% | 10,136 | -11.3% | 0.37% | -18.2% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $852,726 | +36.2% | 5,488 | +42.4% | 0.36% | +39.0% |
| VOO | Sell | VANGUARD INDEX FDS | $838,415 | -3.8% | 2,135 | -0.2% | 0.35% | -1.9% |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $819,214 | -3.4% | 16,190 | 0.0% | 0.35% | -1.4% | |
| EFA | Sell | ISHARES TRmsci eafe etf | $818,813 | -6.7% | 11,881 | -1.9% | 0.35% | -4.7% |
| XOM | Buy | EXXON MOBIL CORP | $801,779 | +12.9% | 6,819 | +3.0% | 0.34% | +15.3% |
| NEE | NEXTERA ENERGY INC | $755,374 | -22.8% | 13,185 | 0.0% | 0.32% | -21.2% | |
| TSLA | Buy | TESLA INC | $751,161 | -3.0% | 3,002 | +1.5% | 0.32% | -1.2% |
| Sell | AMERICAN CENTY ETF TRinternational lr | $746,643 | -5.6% | 15,509 | -4.6% | 0.32% | -3.7% | |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $730,037 | -3.9% | 16,698 | +1.5% | 0.31% | -2.2% |
| VIOO | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $717,205 | -4.9% | 8,206 | 0.0% | 0.30% | -2.9% | |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $706,622 | -0.8% | 10,322 | +2.2% | 0.30% | +1.0% |
| CVX | Buy | CHEVRON CORP NEW | $686,811 | +7.3% | 4,073 | +0.1% | 0.29% | +9.4% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $674,203 | -8.3% | 6,147 | -3.9% | 0.28% | -6.6% |
| EFV | ISHARES TReafe value etf | $649,399 | -0.0% | 13,272 | 0.0% | 0.27% | +1.9% | |
| PFE | Sell | PFIZER INC | $639,153 | -10.6% | 19,269 | -1.2% | 0.27% | -8.8% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $624,299 | -7.9% | 8,642 | -4.4% | 0.26% | -6.0% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $602,805 | +55.7% | 5,971 | +65.2% | 0.26% | +59.4% |
| LLY | Buy | ELI LILLY & CO | $604,809 | +17.9% | 1,126 | +2.9% | 0.26% | +20.3% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $580,287 | +35.5% | 6,504 | +44.4% | 0.24% | +38.4% |
| GOOG | ALPHABET INCcap stk cl c | $576,185 | +9.0% | 4,370 | 0.0% | 0.24% | +11.0% | |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $575,389 | -6.1% | 1,346 | -2.7% | 0.24% | -4.3% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $534,992 | -4.8% | 3,027 | +0.8% | 0.23% | -3.0% |
| LECO | LINCOLN ELEC HLDGS INC | $527,191 | -8.5% | 2,900 | 0.0% | 0.22% | -6.7% | |
| IVE | ISHARES TRs&p 500 val etf | $513,099 | -4.5% | 3,332 | 0.0% | 0.22% | -2.3% | |
| KR | Buy | KROGER CO | $444,413 | +38.4% | 9,931 | +45.4% | 0.19% | +41.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $411,428 | +39.0% | 816 | +32.5% | 0.17% | +41.5% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $411,226 | -2.0% | 1,936 | +1.7% | 0.17% | 0.0% |
| PEP | Buy | PEPSICO INC | $400,218 | +37.9% | 2,362 | +50.7% | 0.17% | +40.8% |
| JHMM | Sell | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $387,977 | -16.2% | 8,199 | -12.0% | 0.16% | -14.6% |
| GLD | SPDR GOLD TR | $361,074 | -3.8% | 2,106 | 0.0% | 0.15% | -1.9% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $354,359 | -9.2% | 6,105 | 0.0% | 0.15% | -7.4% | |
| TGRW | Sell | T ROWE PRICE ETF INCprice grw stock | $318,440 | -21.2% | 11,783 | -19.4% | 0.13% | -19.8% |
| RCL | ROYAL CARIBBEAN GROUP | $286,740 | -11.2% | 3,112 | 0.0% | 0.12% | -9.7% | |
| KO | Buy | COCA COLA CO | $284,771 | -3.2% | 5,087 | +4.1% | 0.12% | -1.6% |
| NVDA | Buy | NVIDIA CORPORATION | $276,224 | +23.0% | 635 | +19.6% | 0.12% | +25.8% |
| IWD | ISHARES TRrus 1000 val etf | $270,744 | -3.8% | 1,783 | 0.0% | 0.11% | -2.6% | |
| FITB | FIFTH THIRD BANCORP | $265,130 | -3.4% | 10,467 | 0.0% | 0.11% | -1.8% | |
| DSI | ISHARES TRmsci kld400 soc | $244,230 | -3.3% | 3,000 | 0.0% | 0.10% | -1.9% | |
| OUNZ | VANECK MERK GOLD TRgold trust | $243,931 | -3.8% | 13,635 | 0.0% | 0.10% | -1.9% | |
| HD | Buy | HOME DEPOT INC | $237,800 | +30.4% | 787 | +34.1% | 0.10% | +31.6% |
| NSC | NORFOLK SOUTHN CORP | $236,316 | -13.2% | 1,200 | 0.0% | 0.10% | -11.5% | |
| LIT | GLOBAL X FDSlithium btry etf | $236,404 | -15.1% | 4,285 | 0.0% | 0.10% | -13.0% | |
| DUK | Buy | DUKE ENERGY CORP NEW | $234,910 | -1.6% | 2,662 | +0.1% | 0.10% | 0.0% |
| PHO | Buy | INVESCO EXCHANGE TRADED FD Twater res etf | $234,577 | +137.7% | 4,411 | +152.1% | 0.10% | +141.5% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $212,692 | -3.2% | 2,258 | +0.6% | 0.09% | -1.1% |
| AVGO | Buy | BROADCOM INC | $210,968 | +7.1% | 254 | +11.9% | 0.09% | +8.5% |
| IWS | ISHARES TRrus mdcp val etf | $207,428 | -5.0% | 1,988 | 0.0% | 0.09% | -2.2% | |
| LULU | Buy | LULULEMON ATHLETICA INC | $192,420 | +15.8% | 499 | +13.7% | 0.08% | +17.4% |
| RTX | RTX CORPORATION | $188,922 | -26.5% | 2,625 | 0.0% | 0.08% | -24.5% | |
| USB | US BANCORP DEL | $180,839 | +0.1% | 5,470 | 0.0% | 0.08% | +1.3% | |
| AGG | Buy | ISHARES TRcore us aggbd et | $173,598 | +38.5% | 1,846 | +44.2% | 0.07% | +40.4% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $170,406 | +0.9% | 583 | +18.0% | 0.07% | +2.9% |
| DIMENSIONAL ETF TRUSTus mktwide value | $170,100 | -1.4% | 5,000 | 0.0% | 0.07% | +1.4% | ||
| TTD | Buy | THE TRADE DESK INC | $163,256 | +16.9% | 2,089 | +15.5% | 0.07% | +19.0% |
| PWR | Buy | QUANTA SVCS INC | $163,500 | +3.4% | 874 | +8.6% | 0.07% | +6.2% |
| JNJ | Buy | JOHNSON & JOHNSON | $156,218 | +13.4% | 1,003 | +20.6% | 0.07% | +15.8% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $156,483 | +67.2% | 450 | +69.2% | 0.07% | +69.2% |
| T | Buy | AT&T INC | $153,986 | +328.7% | 10,252 | +355.2% | 0.06% | +333.3% |
| NFLX | Buy | NETFLIX INC | $153,312 | -2.0% | 406 | +14.4% | 0.06% | 0.0% |
| ON | Buy | ON SEMICONDUCTOR CORP | $143,143 | +13.8% | 1,540 | +15.8% | 0.06% | +15.4% |
| FB | New | META PLATFORMS INCcl a | $141,099 | – | 470 | +100.0% | 0.06% | – |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $139,965 | +10.2% | 154 | +15.8% | 0.06% | +11.3% |
| BX | Buy | BLACKSTONE INC | $138,900 | +16.1% | 1,296 | +0.7% | 0.06% | +18.0% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $137,644 | -3.3% | 2,743 | -3.4% | 0.06% | -1.7% |
| IBM | INTERNATIONAL BUSINESS MACHS | $137,523 | +4.8% | 980 | 0.0% | 0.06% | +7.4% | |
| IWF | ISHARES TRrus 1000 grw etf | $137,517 | -3.3% | 517 | 0.0% | 0.06% | -1.7% | |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $136,042 | -5.3% | 4,006 | -0.6% | 0.06% | -3.4% |
| CSX | CSX CORP | $133,763 | -9.8% | 4,350 | 0.0% | 0.06% | -8.2% | |
| MCD | MCDONALDS CORP | $133,038 | -11.7% | 505 | 0.0% | 0.06% | -9.7% | |
| EEM | ISHARES TRmsci emg mkt etf | $131,687 | -4.1% | 3,470 | 0.0% | 0.06% | -1.8% | |
| OXY | Buy | OCCIDENTAL PETE CORP | $130,783 | +10.7% | 2,016 | +0.3% | 0.06% | +12.2% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $130,651 | +19.1% | 330 | +18.3% | 0.06% | +22.2% |
| BAC | Sell | BANK AMERICA CORP | $124,689 | -14.0% | 4,554 | -9.9% | 0.05% | -11.7% |
| SPHB | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $119,521 | -8.2% | 1,705 | 0.0% | 0.05% | -7.4% | |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $118,644 | -4.7% | 1,753 | 0.0% | 0.05% | -3.8% | |
| SGOV | New | ISHARES TR0-3 mnth treasry | $117,281 | – | 1,165 | +100.0% | 0.05% | – |
| ADBE | ADOBE INC | $115,238 | +4.3% | 226 | 0.0% | 0.05% | +6.5% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $116,899 | -3.0% | 326 | 0.0% | 0.05% | -2.0% | |
| DVY | ISHARES TRselect divid etf | $115,273 | -5.0% | 1,071 | 0.0% | 0.05% | -2.0% | |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $115,011 | -3.4% | 1,530 | -2.9% | 0.05% | 0.0% |
| INTC | INTEL CORP | $114,329 | +6.3% | 3,216 | 0.0% | 0.05% | +6.7% | |
| ABBV | ABBVIE INC | $112,988 | +10.6% | 758 | 0.0% | 0.05% | +14.3% | |
| DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $110,229 | -4.2% | 2,100 | 0.0% | 0.05% | -2.1% | |
| EFAV | ISHARES TRmsci eafe min vl | $109,896 | -3.4% | 1,685 | 0.0% | 0.05% | -2.1% | |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $106,200 | -3.9% | 1,000 | 0.0% | 0.04% | -2.2% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $96,025 | -13.9% | 1,105 | 0.0% | 0.04% | -10.9% | |
| PNC | Buy | PNC FINL SVCS GROUP INC | $92,937 | +15.1% | 757 | +18.1% | 0.04% | +18.2% |
| KLAC | New | KLA CORP | $91,732 | – | 200 | +100.0% | 0.04% | – |
| IT | GARTNER INC | $88,995 | -1.9% | 259 | 0.0% | 0.04% | 0.0% | |
| OEF | ISHARES TRs&p 100 etf | $89,285 | -3.1% | 445 | 0.0% | 0.04% | 0.0% | |
| ANTM | ELEVANCE HEALTH INC | $87,955 | -2.0% | 202 | 0.0% | 0.04% | 0.0% | |
| ACN | ACCENTURE PLC IRELAND | $86,913 | -0.5% | 283 | 0.0% | 0.04% | +2.8% | |
| OMFL | New | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $86,546 | – | 1,888 | +100.0% | 0.04% | – |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $80,521 | -6.4% | 1,944 | -1.0% | 0.03% | -5.6% |
| WMT | WALMART INC | $80,925 | +1.7% | 506 | 0.0% | 0.03% | +3.0% | |
| COP | CONOCOPHILLIPS | $77,870 | +15.6% | 650 | 0.0% | 0.03% | +17.9% | |
| DIS | Sell | DISNEY WALT CO | $76,841 | -13.8% | 948 | -5.0% | 0.03% | -13.5% |
| MCK | MCKESSON CORP | $75,664 | +1.8% | 174 | 0.0% | 0.03% | +3.2% | |
| PM | Buy | PHILIP MORRIS INTL INC | $70,361 | +1101.1% | 760 | +1166.7% | 0.03% | +1400.0% |
| WOR | WORTHINGTON INDS INC | $71,144 | -11.0% | 1,151 | 0.0% | 0.03% | -9.1% | |
| DFAT | DIMENSIONAL ETF TRUSTus targeted vlu | $69,312 | -1.5% | 1,517 | 0.0% | 0.03% | 0.0% | |
| DE | DEERE & CO | $65,287 | -6.9% | 173 | 0.0% | 0.03% | -3.4% | |
| SBUX | STARBUCKS CORP | $63,251 | -7.9% | 693 | 0.0% | 0.03% | -3.6% | |
| MO | Buy | ALTRIA GROUP INC | $63,075 | +132.1% | 1,500 | +150.0% | 0.03% | +145.5% |
| CNI | CANADIAN NATL RY CO | $64,998 | -10.5% | 600 | 0.0% | 0.03% | -10.0% | |
| NUE | NUCOR CORP | $62,540 | -4.7% | 400 | 0.0% | 0.03% | -3.7% | |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $62,590 | +28.7% | 773 | +28.8% | 0.03% | +30.0% |
| SRE | Buy | SEMPRA | $61,227 | +20.2% | 900 | +157.1% | 0.03% | +23.8% |
| IEMG | ISHARES INCcore msci emkt | $61,963 | -3.4% | 1,302 | 0.0% | 0.03% | -3.7% | |
| IWB | ISHARES TRrus 1000 etf | $60,372 | -3.6% | 257 | 0.0% | 0.02% | -3.8% | |
| DD | DUPONT DE NEMOURS INC | $58,255 | +4.4% | 781 | 0.0% | 0.02% | +8.7% | |
| DIMENSIONAL ETF TRUSTworld ex us core | $55,737 | -3.4% | 2,475 | 0.0% | 0.02% | 0.0% | ||
| TMO | THERMO FISHER SCIENTIFIC INC | $56,185 | -3.0% | 111 | 0.0% | 0.02% | 0.0% | |
| ASML | ASML HOLDING N V | $55,923 | -18.8% | 95 | 0.0% | 0.02% | -17.2% | |
| URI | UNITED RENTALS INC | $55,572 | -0.2% | 125 | 0.0% | 0.02% | 0.0% | |
| HBAN | HUNTINGTON BANCSHARES INC | $54,205 | -3.5% | 5,212 | 0.0% | 0.02% | 0.0% | |
| TSCO | TRACTOR SUPPLY CO | $55,433 | -8.2% | 273 | 0.0% | 0.02% | -8.0% | |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $53,169 | -1.7% | 221 | -10.2% | 0.02% | 0.0% |
| HPQ | New | HP INC | $48,728 | – | 1,896 | +100.0% | 0.02% | – |
| LNG | CHENIERE ENERGY INC | $49,623 | +8.9% | 299 | 0.0% | 0.02% | +10.5% | |
| MRK | MERCK & CO INC | $50,652 | -10.8% | 492 | 0.0% | 0.02% | -12.5% | |
| DRIV | GLOBAL X FDSautonmous ev etf | $46,980 | -9.8% | 2,000 | 0.0% | 0.02% | -9.1% | |
| Buy | LINDE PLC | $47,661 | +39.0% | 128 | +42.2% | 0.02% | +42.9% | |
| AXP | AMERICAN EXPRESS CO | $48,487 | -14.4% | 325 | 0.0% | 0.02% | -13.0% | |
| CMA | COMERICA INC | $46,204 | -1.9% | 1,112 | 0.0% | 0.02% | 0.0% | |
| REGN | REGENERON PHARMACEUTICALS | $47,732 | +14.5% | 58 | 0.0% | 0.02% | +17.6% | |
| CINF | CINCINNATI FINL CORP | $43,985 | +5.1% | 430 | 0.0% | 0.02% | +11.8% | |
| LDOS | LEIDOS HOLDINGS INC | $43,869 | +4.2% | 476 | 0.0% | 0.02% | +11.8% | |
| SJM | Buy | SMUCKER J M CO | $44,863 | -8.2% | 365 | +10.3% | 0.02% | -5.0% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $42,608 | -20.8% | 185 | -14.0% | 0.02% | -18.2% |
| DECK | Buy | DECKERS OUTDOOR CORP | $41,642 | +163.1% | 81 | +170.0% | 0.02% | +157.1% |
| ENB | ENBRIDGE INC | $41,892 | -9.7% | 1,249 | 0.0% | 0.02% | -5.3% | |
| HUM | HUMANA INC | $43,787 | +8.8% | 90 | 0.0% | 0.02% | +5.9% | |
| IYH | ISHARES TRus hlthcare etf | $41,321 | -3.6% | 153 | 0.0% | 0.02% | -5.6% | |
| DOW | DOW INC | $40,114 | -3.2% | 778 | 0.0% | 0.02% | 0.0% | |
| PRU | New | PRUDENTIAL FINL INC | $39,095 | – | 412 | +100.0% | 0.02% | – |
| CTVA | CORTEVA INC | $39,905 | -10.7% | 780 | 0.0% | 0.02% | -10.5% | |
| V | VISA INC | $41,172 | -3.1% | 179 | 0.0% | 0.02% | -5.6% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $38,954 | -5.3% | 200 | 0.0% | 0.02% | -5.9% | |
| IVOG | VANGUARD ADMIRAL FDS INCmidcp 400 grth | $37,023 | -3.4% | 410 | 0.0% | 0.02% | 0.0% | |
| J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $36,371 | -3.0% | 775 | 0.0% | 0.02% | -6.2% | ||
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $32,934 | – | 1,896 | +100.0% | 0.01% | – |
| NVO | Buy | NOVO-NORDISK A Sadr | $31,829 | +12.4% | 350 | +100.0% | 0.01% | +8.3% |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $29,307 | -3.0% | 403 | 0.0% | 0.01% | -7.7% | |
| WPC | WP CAREY INC | $29,366 | -20.0% | 543 | 0.0% | 0.01% | -20.0% | |
| MKL | Buy | MARKEL GROUP INC | $29,450 | +166.1% | 20 | +150.0% | 0.01% | +140.0% |
| GENERAL ELECTRIC CO | $28,547 | +0.6% | 258 | 0.0% | 0.01% | 0.0% | ||
| TIP | ISHARES TRtips bd etf | $25,051 | -3.6% | 242 | 0.0% | 0.01% | 0.0% | |
| LOW | LOWES COS INC | $26,604 | -7.9% | 128 | 0.0% | 0.01% | -8.3% | |
| MDLZ | MONDELEZ INTL INCcl a | $26,164 | -4.9% | 377 | 0.0% | 0.01% | 0.0% | |
| ORCL | Buy | ORACLE CORP | $25,739 | +254.3% | 243 | +298.4% | 0.01% | +266.7% |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $26,816 | -3.9% | 416 | 0.0% | 0.01% | -8.3% | |
| TGT | TARGET CORP | $24,879 | -16.2% | 225 | 0.0% | 0.01% | -8.3% | |
| UBER | Buy | UBER TECHNOLOGIES INC | $26,767 | +2717.6% | 582 | +2545.5% | 0.01% | – |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $25,138 | -22.9% | 224 | 0.0% | 0.01% | -21.4% | |
| AON | AON PLC | $22,696 | -6.1% | 70 | 0.0% | 0.01% | 0.0% | |
| SO | SOUTHERN CO | $22,652 | -7.9% | 350 | 0.0% | 0.01% | 0.0% | |
| NOW | New | SERVICENOW INC | $24,036 | – | 43 | +100.0% | 0.01% | – |
| PJP | INVESCO EXCHANGE TRADED FD Tpharmaceuticals | $24,171 | -4.3% | 334 | 0.0% | 0.01% | 0.0% | |
| WDC | New | WESTERN DIGITAL CORP. | $22,815 | – | 500 | +100.0% | 0.01% | – |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $22,997 | -2.6% | 325 | 0.0% | 0.01% | 0.0% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $21,946 | +4.1% | 253 | 0.0% | 0.01% | 0.0% | |
| ED | CONSOLIDATED EDISON INC | $21,383 | -5.4% | 250 | 0.0% | 0.01% | 0.0% | |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $20,462 | +797.8% | 199 | +895.0% | 0.01% | +800.0% |
| ORI | OLD REP INTL CORP | $20,205 | +7.0% | 750 | 0.0% | 0.01% | +12.5% | |
| AA | ALCOA CORP | $21,301 | -14.4% | 733 | 0.0% | 0.01% | -10.0% | |
| AFG | Buy | AMERICAN FINL GROUP INC OHIO | $20,321 | -5.5% | 182 | +0.6% | 0.01% | 0.0% |
| IAUF | New | ISHARES U S ETF TRgold strategy | $17,852 | – | 323 | +100.0% | 0.01% | – |
| EMR | Sell | EMERSON ELEC CO | $19,314 | -14.5% | 200 | -20.0% | 0.01% | -11.1% |
| SHOP | Buy | SHOPIFY INCcl a | $20,028 | +106.7% | 367 | +144.7% | 0.01% | +100.0% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $17,773 | +396.3% | 94 | +422.2% | 0.01% | +700.0% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $18,412 | +35.2% | 245 | +36.1% | 0.01% | +33.3% |
| New | TIDAL ETF TRfoliobeyond alte | $19,238 | – | 576 | +100.0% | 0.01% | – | |
| UNP | UNION PAC CORP | $18,327 | -0.5% | 90 | 0.0% | 0.01% | 0.0% | |
| VIGI | VANGUARD WHITEHALL FDSintl dvd etf | $18,475 | -5.0% | 259 | 0.0% | 0.01% | 0.0% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $15,587 | -13.0% | 100 | 0.0% | 0.01% | 0.0% | |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $17,701 | +106.1% | 85 | +117.9% | 0.01% | +75.0% |
| CPRT | New | COPART INC | $16,892 | – | 392 | +100.0% | 0.01% | – |
| MMM | 3M CO | $16,384 | -6.5% | 175 | 0.0% | 0.01% | 0.0% | |
| SCZ | New | ISHARES TReafe sml cp etf | $17,732 | – | 314 | +100.0% | 0.01% | – |
| GPC | GENUINE PARTS CO | $17,470 | -14.7% | 121 | 0.0% | 0.01% | -12.5% | |
| FRDM | New | EA SERIES TRUSTfreedom 100 em | $16,873 | – | 596 | +100.0% | 0.01% | – |
| RY | ROYAL BK CDA | $17,488 | -8.4% | 200 | 0.0% | 0.01% | -12.5% | |
| ES | New | EVERSOURCE ENERGY | $17,445 | – | 300 | +100.0% | 0.01% | – |
| USMV | ISHARES TRmsci usa min vol | $13,318 | -2.6% | 184 | 0.0% | 0.01% | 0.0% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $14,033 | -3.0% | 109 | 0.0% | 0.01% | 0.0% | |
| MRO | New | MARATHON OIL CORP | $13,135 | – | 491 | +100.0% | 0.01% | – |
| BP | BP PLCsponsored adr | $13,669 | +9.7% | 353 | 0.0% | 0.01% | +20.0% | |
| CLX | CLOROX CO DEL | $13,106 | -17.6% | 100 | 0.0% | 0.01% | -14.3% | |
| LAND | GLADSTONE LD CORP | $15,141 | -12.5% | 1,064 | 0.0% | 0.01% | -14.3% | |
| MDT | Sell | MEDTRONIC PLC | $13,322 | -34.3% | 170 | -26.1% | 0.01% | -25.0% |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $15,230 | – | 65 | +100.0% | 0.01% | – |
| ATLASSIAN CORPORATIONcl a | $12,091 | +20.1% | 60 | 0.0% | 0.01% | +25.0% | ||
| CARR | CARRIER GLOBAL CORPORATION | $11,040 | +11.0% | 200 | 0.0% | 0.01% | +25.0% | |
| ANET | ARISTA NETWORKS INC | $12,876 | +13.5% | 70 | 0.0% | 0.01% | 0.0% | |
| NKE | NIKE INCcl b | $11,953 | -13.4% | 125 | 0.0% | 0.01% | -16.7% | |
| RNRG | GLOBAL X FDSrenewable energy | $12,840 | -16.6% | 1,284 | 0.0% | 0.01% | -16.7% | |
| IYC | ISHARES TRus consum discre | $12,721 | -5.9% | 190 | 0.0% | 0.01% | -16.7% | |
| CL | COLGATE PALMOLIVE CO | $10,667 | -7.7% | 150 | 0.0% | 0.01% | 0.0% | |
| HRL | HORMEL FOODS CORP | $11,409 | -5.4% | 300 | 0.0% | 0.01% | 0.0% | |
| WM | WASTE MGMT INC DEL | $10,062 | -12.1% | 66 | 0.0% | 0.00% | -20.0% | |
| CSCO | Sell | CISCO SYS INC | $8,925 | -38.2% | 166 | -40.5% | 0.00% | -33.3% |
| IWN | ISHARES TRrus 2000 val etf | $10,589 | -3.7% | 78 | 0.0% | 0.00% | -20.0% | |
| CC | CHEMOURS CO | $9,678 | -24.0% | 345 | 0.0% | 0.00% | -20.0% | |
| AEP | AMERICAN ELEC PWR CO INC | $9,027 | -10.7% | 120 | 0.0% | 0.00% | 0.0% | |
| AXON | AXON ENTERPRISE INC | $9,950 | +2.0% | 50 | 0.0% | 0.00% | 0.0% | |
| MMC | Sell | MARSH & MCLENNAN COS INC | $9,515 | -22.2% | 50 | -23.1% | 0.00% | -20.0% |
| MELI | MERCADOLIBRE INC | $10,144 | +7.0% | 8 | 0.0% | 0.00% | 0.0% | |
| NIO | NIO INCspon ads | $10,541 | -6.7% | 1,166 | 0.0% | 0.00% | -20.0% | |
| ITA | ISHARES TRus aer def etf | $10,597 | -9.2% | 100 | 0.0% | 0.00% | -20.0% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $10,608 | -9.9% | 180 | 0.0% | 0.00% | -20.0% | |
| WD | WALKER & DUNLOP INC | $9,652 | -6.1% | 130 | 0.0% | 0.00% | 0.0% | |
| ATVI | ACTIVISION BLIZZARD INC | $9,363 | +11.1% | 100 | 0.0% | 0.00% | +33.3% | |
| PFG | Sell | PRINCIPAL FINANCIAL GROUP IN | $8,433 | -22.8% | 117 | -18.8% | 0.00% | -20.0% |
| PLD | PROLOGIS INC. | $8,304 | -8.5% | 74 | 0.0% | 0.00% | 0.0% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $9,229 | -11.1% | 53 | 0.0% | 0.00% | 0.0% | |
| VICI | VICI PPTYS INC | $9,603 | -7.4% | 330 | 0.0% | 0.00% | 0.0% | |
| Buy | RIVIAN AUTOMOTIVE INC | $10,611 | +60.4% | 437 | +10.1% | 0.00% | +33.3% | |
| SCHN | SCHNITZER STEEL INDS INCcl a | $8,355 | -7.1% | 300 | 0.0% | 0.00% | 0.0% | |
| MLPX | New | GLOBAL X FDSglb x mlp enrg i | $9,537 | – | 225 | +100.0% | 0.00% | – |
| DAL | Sell | DELTA AIR LINES INC DEL | $5,934 | -72.9% | 160 | -65.2% | 0.00% | -66.7% |
| EWA | ISHARES INCmsci aust etf | $6,453 | -4.6% | 300 | 0.0% | 0.00% | 0.0% | |
| IGV | ISHARES TRexpanded tech | $6,143 | -1.3% | 18 | 0.0% | 0.00% | 0.0% | |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $8,140 | -75.3% | 340 | -74.6% | 0.00% | -78.6% |
| COIN | Buy | COINBASE GLOBAL INC | $8,034 | +12.3% | 107 | +7.0% | 0.00% | 0.0% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $7,639 | -43.8% | 236 | -35.3% | 0.00% | -50.0% |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $6,159 | – | 225 | +100.0% | 0.00% | – |
| CM | CANADIAN IMPERIAL BK COMM TO | $7,722 | -9.5% | 200 | 0.0% | 0.00% | -25.0% | |
| CVS | CVS HEALTH CORP | $6,988 | +1.0% | 100 | 0.0% | 0.00% | 0.0% | |
| F | Buy | FORD MTR CO DEL | $6,612 | +43.9% | 532 | +75.0% | 0.00% | +50.0% |
| KHC | New | KRAFT HEINZ CO | $6,728 | – | 200 | +100.0% | 0.00% | – |
| AMGN | Buy | AMGEN INC | $7,153 | +22.0% | 27 | +3.8% | 0.00% | +50.0% |
| FICO | New | FAIR ISAAC CORP | $7,817 | – | 9 | +100.0% | 0.00% | – |
| KDP | New | KEURIG DR PEPPER INC | $7,104 | – | 225 | +100.0% | 0.00% | – |
| GLOBAL X FDSsolar etf | $7,844 | -27.1% | 581 | 0.0% | 0.00% | -25.0% | ||
| DTE | DTE ENERGY CO | $6,927 | -9.8% | 70 | 0.0% | 0.00% | 0.0% | |
| XT | ISHARES TRexponential tech | $6,527 | -6.1% | 125 | 0.0% | 0.00% | 0.0% | |
| EVRG | EVERGY INC | $6,034 | -13.2% | 119 | 0.0% | 0.00% | 0.0% | |
| WFC | WELLS FARGO CO NEW | $6,538 | -4.3% | 160 | 0.0% | 0.00% | 0.0% | |
| GE HEALTHCARE TECHNOLOGIES I | $5,648 | -16.3% | 83 | 0.0% | 0.00% | -33.3% | ||
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $5,251 | -2.8% | 165 | +400.0% | 0.00% | 0.0% |
| OKE | New | ONEOK INC NEW | $4,187 | – | 66 | +100.0% | 0.00% | – |
| WARNER BROS DISCOVERY INC | $5,908 | -13.4% | 544 | 0.0% | 0.00% | -33.3% | ||
| ETR | ENTERGY CORP NEW | $5,088 | -5.0% | 55 | 0.0% | 0.00% | 0.0% | |
| MAT | New | MATTEL INC | $4,340 | – | 197 | +100.0% | 0.00% | – |
| CCL | CARNIVAL CORP | $5,488 | -27.1% | 400 | 0.0% | 0.00% | -33.3% | |
| EPOL | New | ISHARES TRmsci poland etf | $4,278 | – | 250 | +100.0% | 0.00% | – |
| PAVE | GLOBAL X FDSus infr dev etf | $3,798 | -3.3% | 125 | 0.0% | 0.00% | 0.0% | |
| CVE | New | CENOVUS ENERGY INC | $5,205 | – | 250 | +100.0% | 0.00% | – |
| STAG | New | STAG INDL INC | $5,177 | – | 150 | +100.0% | 0.00% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $4,520 | – | 50 | +100.0% | 0.00% | – |
| LW | LAMB WESTON HLDGS INC | $3,791 | -19.6% | 41 | 0.0% | 0.00% | 0.0% | |
| XME | New | SPDR SER TRs&p metals mng | $3,938 | – | 75 | +100.0% | 0.00% | – |
| SDY | SPDR SER TRs&p divid etf | $4,486 | -6.2% | 39 | 0.0% | 0.00% | 0.0% | |
| ADM | New | ARCHER DANIELS MIDLAND CO | $3,771 | – | 50 | +100.0% | 0.00% | – |
| BW | BABCOCK & WILCOX ENTERPRISES | $4,210 | -28.6% | 1,000 | 0.0% | 0.00% | 0.0% | |
| GXTG | GLOBAL X FDSthmatc gwt etf | $4,465 | -11.9% | 190 | 0.0% | 0.00% | 0.0% | |
| NU HLDGS LTD | $3,625 | -8.1% | 500 | 0.0% | 0.00% | 0.0% | ||
| DBC | INVESCO DB COMMDY INDX TRCKunit | $4,992 | +10.0% | 200 | 0.0% | 0.00% | 0.0% | |
| FBMS | FIRST BANCSHARES INC MS | $5,448 | +4.4% | 202 | 0.0% | 0.00% | 0.0% | |
| ABNB | New | AIRBNB INC | $3,431 | – | 25 | +100.0% | 0.00% | – |
| PIO | New | INVESCO EXCH TRADED FD TR IIglobal water | $3,378 | – | 100 | +100.0% | 0.00% | – |
| IGRO | ISHARES TRintl div grwth | $1,305 | -4.4% | 22 | 0.0% | 0.00% | 0.0% | |
| INTU | INTUIT | $2,044 | +11.5% | 4 | 0.0% | 0.00% | 0.0% | |
| NOTV | New | INOTIV INC | $1,540 | – | 500 | +100.0% | 0.00% | – |
| INFY | New | INFOSYS LTDsponsored adr | $3,422 | – | 200 | +100.0% | 0.00% | – |
| URA | GLOBAL X FDSglobal x uranium | $2,596 | +24.6% | 96 | 0.0% | 0.00% | 0.0% | |
| FINX | GLOBAL X FDSfintech etf | $2,619 | -8.7% | 130 | 0.0% | 0.00% | 0.0% | |
| KEY | New | KEYCORP | $1,345 | – | 125 | +100.0% | 0.00% | – |
| LAC | New | LITHIUM AMERS CORP NEW | $2,552 | – | 150 | +100.0% | 0.00% | – |
| Buy | LUCID GROUP INC | $1,258 | +21.7% | 225 | +50.0% | 0.00% | – | |
| EDOC | GLOBAL X FDStelmdc&dig etf | $1,836 | -21.1% | 200 | 0.0% | 0.00% | 0.0% | |
| CTEC | GLOBAL X FDScleantech etf | $1,335 | -25.6% | 122 | 0.0% | 0.00% | 0.0% | |
| MRVL | MARVELL TECHNOLOGY INC | $3,166 | -9.4% | 58 | 0.0% | 0.00% | 0.0% | |
| AQWA | GLOBAL X FDSclean wtr etf | $2,519 | -7.7% | 177 | 0.0% | 0.00% | 0.0% | |
| MU | MICRON TECHNOLOGY INC | $2,041 | +7.8% | 30 | 0.0% | 0.00% | 0.0% | |
| New | NEW FOUND GOLD CORP | $2,085 | – | 500 | +100.0% | 0.00% | – | |
| NEM | New | NEWMONT CORP | $1,848 | – | 50 | +100.0% | 0.00% | – |
| FOX | New | FOX CORP | $2,888 | – | 100 | +100.0% | 0.00% | – |
| FTAG | New | FIRST TR EXCHANGE TRADED FDindxx global agr | $2,598 | – | 100 | +100.0% | 0.00% | – |
| MRAM | New | EVERSPIN TECHNOLOGIES INC | $2,458 | – | 250 | +100.0% | 0.00% | – |
| OHI | OMEGA HEALTHCARE INVS INC | $3,316 | +8.0% | 100 | 0.0% | 0.00% | 0.0% | |
| D | DOMINION ENERGY INC | $2,770 | -13.7% | 62 | 0.0% | 0.00% | 0.0% | |
| QCOM | New | QUALCOMM INC | $2,777 | – | 25 | +100.0% | 0.00% | – |
| DXC | New | DXC TECHNOLOGY CO | $3,375 | – | 162 | +100.0% | 0.00% | – |
| DTM | DT MIDSTREAM INC | $1,800 | +6.8% | 34 | 0.0% | 0.00% | 0.0% | |
| CEQP | New | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $2,925 | – | 100 | +100.0% | 0.00% | – |
| CRM | SALESFORCE INC | $2,637 | -4.0% | 13 | 0.0% | 0.00% | 0.0% | |
| GLW | New | CORNING INC | $3,047 | – | 100 | +100.0% | 0.00% | – |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $2,488 | – | 75 | +100.0% | 0.00% | – |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $2,045 | – | 60 | +100.0% | 0.00% | – |
| SNX | TD SYNNEX CORPORATION | $1,199 | +6.3% | 12 | 0.0% | 0.00% | – | |
| TXRH | Buy | TEXAS ROADHOUSE INC | $2,610 | +29.1% | 27 | +50.0% | 0.00% | 0.0% |
| ELY | TOPGOLF CALLAWAY BRANDS CORP | $1,384 | -30.3% | 100 | 0.0% | 0.00% | 0.0% | |
| UTHR | New | UNITED THERAPEUTICS CORP DEL | $2,259 | – | 10 | +100.0% | 0.00% | – |
| SAM | BOSTON BEER INCcl a | $3,117 | +26.3% | 8 | 0.0% | 0.00% | 0.0% | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $1,546 | +0.3% | 163 | 0.0% | 0.00% | 0.0% | |
| ACAD | ACADIA PHARMACEUTICALS INC | $1,313 | -13.0% | 63 | 0.0% | 0.00% | 0.0% | |
| ABT | ABBOTT LABS | $2,906 | -11.2% | 30 | 0.0% | 0.00% | 0.0% | |
| ARKG | ARK ETF TRgenomic rev etf | $1,421 | -18.3% | 51 | 0.0% | 0.00% | 0.0% | |
| ARKQ | ARK ETF TRautnmus technlgy | $1,889 | -6.9% | 36 | 0.0% | 0.00% | 0.0% | |
| SOXX | ISHARES TRishares semicdtr | $2,842 | -6.6% | 6 | 0.0% | 0.00% | 0.0% | |
| New | ENCORE ENERGY CORP | $558 | – | 166 | +100.0% | 0.00% | – | |
| SKYT | New | SKYWATER TECHNOLOGY INC | $753 | – | 125 | +100.0% | 0.00% | – |
| SCHH | SCHWAB STRATEGIC TRus reit etf | $410 | -8.5% | 23 | 0.0% | 0.00% | – | |
| CNXC | CONCENTRIX CORP | $962 | -0.7% | 12 | 0.0% | 0.00% | – | |
| MPC | New | MARATHON PETE CORP | $757 | – | 5 | +100.0% | 0.00% | – |
| AOR | ISHARES TRgrwt allocat etf | $248 | -3.9% | 5 | 0.0% | 0.00% | – | |
| ARKK | ARK ETF TRinnovation etf | $1,032 | -10.1% | 26 | 0.0% | 0.00% | – | |
| INSW | New | INTERNATIONAL SEAWAYS INC | $1,125 | – | 25 | +100.0% | 0.00% | – |
| EAGG | Exit | ISHARES TResg awr us agrgt | $0 | – | -8 | -100.0% | 0.00% | – |
| ESML | Exit | ISHARES TResg aware msci | $0 | – | -12 | -100.0% | 0.00% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -1 | -100.0% | 0.00% | – |
| SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -1 | -100.0% | 0.00% | – |
| SUSA | Exit | ISHARES TRmsci usa esg slc | $0 | – | -9 | -100.0% | 0.00% | – |
| WKHS | Exit | WORKHORSE GROUP INC | $0 | – | -90 | -100.0% | 0.00% | – |
| SUSC | Exit | ISHARES TResg awre usd etf | $0 | – | -10 | -100.0% | 0.00% | – |
| VOTE | Exit | ENGINE NO 1 ETF TRUSTtransfrm 500 etf | $0 | – | -12 | -100.0% | 0.00% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -20 | -100.0% | 0.00% | – |
| IYZ | ISHARES TR | $363 | -3.5% | 17 | 0.0% | 0.00% | – | |
| SMH | New | VANECK ETF TRUSTsemiconductr etf | $725 | – | 5 | +100.0% | 0.00% | – |
| PCY | Exit | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $0 | – | -4 | -100.0% | 0.00% | – |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $902 | -92.0% | 23 | -91.7% | 0.00% | -100.0% |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $67 | -4.3% | 1 | 0.0% | 0.00% | – | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $58 | -6.5% | 1 | 0.0% | 0.00% | – | |
| TIDAL ETF TRunlimited hfnd | $1,114 | -1.9% | 55 | 0.0% | 0.00% | – | ||
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $100 | -95.9% | 2 | -95.7% | 0.00% | -100.0% |
| TFI | SPDR SER TRnuveen blmbrg mu | $525 | -5.2% | 12 | 0.0% | 0.00% | – | |
| VTRS | VIATRIS INC | $671 | -1.2% | 68 | 0.0% | 0.00% | – | |
| RIOT | New | RIOT PLATFORMS INC | $467 | – | 50 | +100.0% | 0.00% | – |
| DHR | DANAHER CORPORATION | $497 | +3.5% | 2 | 0.0% | 0.00% | – | |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -4 | -100.0% | 0.00% | – |
| PXD | PIONEER NAT RES CO | $919 | +10.9% | 4 | 0.0% | 0.00% | – | |
| WAB | WABTEC | $638 | -3.2% | 6 | 0.0% | 0.00% | – | |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $468 | +22.2% | 128 | 0.0% | 0.00% | – | |
| PYPL | PAYPAL HLDGS INC | $585 | -12.4% | 10 | 0.0% | 0.00% | – | |
| MRNA | Buy | MODERNA INC | $2 | -33.3% | 0 | +100.0% | 0.00% | – |
| ICLN | ISHARES TRgl clean ene etf | $731 | -20.5% | 50 | 0.0% | 0.00% | – | |
| ZIMVIE INC | $208 | -16.1% | 22 | 0.0% | 0.00% | – | ||
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -6 | -100.0% | 0.00% | – |
| GME | GAMESTOP CORP NEWcl a | $198 | -32.0% | 12 | 0.0% | 0.00% | – | |
| GNOM | GLOBAL X FDSgenomic biotech | $804 | -16.1% | 79 | 0.0% | 0.00% | – | |
| GLOBAL X FDSgreen buildng et | $1,023 | -2.0% | 50 | 0.0% | 0.00% | – | ||
| New | GINKGO BIOWORKS HOLDINGS INC | $905 | – | 500 | +100.0% | 0.00% | – | |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -39 | -100.0% | -0.00% | – |
| VGIT | Exit | VANGUARD SCOTTSDALE FDSinter term treas | $0 | – | -57 | -100.0% | -0.00% | – |
| USHY | Exit | ISHARES TRbroad usd high | $0 | – | -70 | -100.0% | -0.00% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -32 | -100.0% | -0.00% | – |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -43 | -100.0% | -0.00% | – |
| PDBC | Exit | INVESCO ACTVELY MNGD ETC FDoptimum yield | $0 | – | -282 | -100.0% | -0.00% | – |
| ESGD | Exit | ISHARES TResg aw msci eafe | $0 | – | -58 | -100.0% | -0.00% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -36 | -100.0% | -0.00% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -57 | -100.0% | -0.00% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -24 | -100.0% | -0.00% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -35 | -100.0% | -0.00% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -23 | -100.0% | -0.00% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -51 | -100.0% | -0.00% | – |
| IP | Exit | INTERNATIONAL PAPER CO | $0 | – | -250 | -100.0% | -0.00% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -40 | -100.0% | -0.00% | – |
| FNDF | Exit | SCHWAB STRATEGIC TRschwb fdt int lg | $0 | – | -487 | -100.0% | -0.01% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -241 | -100.0% | -0.01% | – |
| WTRG | Exit | ESSENTIAL UTILS INC | $0 | – | -500 | -100.0% | -0.01% | – |
| Exit | J P MORGAN EXCHANGE TRADED Factive value etf | $0 | – | -670 | -100.0% | -0.02% | – | |
| Exit | PHILLIPS EDISON & CO INC | $0 | – | -1,331 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 6 | Q3 2023 | 23.4% |
| ISHARES TR | 6 | Q3 2023 | 11.7% |
| ISHARES TR | 6 | Q3 2023 | 9.3% |
| ISHARES TR | 6 | Q3 2023 | 8.7% |
| PROCTER AND GAMBLE CO | 6 | Q3 2023 | 7.9% |
| ISHARES TR | 6 | Q3 2023 | 6.2% |
| LCNB CORP | 6 | Q3 2023 | 6.4% |
| AMERICAN CENTY ETF TR | 6 | Q3 2023 | 7.1% |
| J P MORGAN EXCHANGE TRADED F | 6 | Q3 2023 | 7.5% |
| APPLE INC | 6 | Q3 2023 | 3.5% |
View Ritter Daniher Financial Advisory LLC / DE's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-11 |
View Ritter Daniher Financial Advisory LLC / DE'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.