• 13F History

Ritter Daniher Financial Advisory LLC / DE

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$354M
Signature - Title
John Ritter - Chief Compliance Officer
Location
Cincinnati, OH
Summary
This page shows a list of all the recent 13F filings made by Ritter Daniher Financial Advisory LLC / DE. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ritter Daniher Financial Advisory LLC / DE reported 310 stock holdings with total value $354M as of Q4 2024. Top holdings included IVV, DGRO, IJH, IEFA, and AVEM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 310 $354M +$33.6M -$18.6M +$15M IVV, DGRO, IJH, IEFA, AVEM 13F-HR 2/13/2025, 09:04 AM
Q3 2024 315 $344M +$16M -$3.06M +$12.9M IVV, DGRO, IEFA, IJH, AVEM 13F-HR 11/7/2024, 08:43 AM
Q2 2024 307 $314M +$12.9M -$3.54M +$9.35M IVV, DGRO, IEFA, IJH, AVEM 13F-HR 8/12/2024, 03:27 PM
Q1 2024 300 $302M +$37.4M -$2.82M +$34.6M IVV, DGRO, IJH, IEFA, AVEM 13F-HR 5/13/2024, 11:57 AM
Q4 2023 346 $270M +$15.3M -$5.83M +$9.43M IVV, DGRO, IEFA, IJH, AVEM 13F-HR 2/9/2024, 02:56 PM
Q3 2023 384 $237M +$7.07M -$2.03M +$5.04M IVV, DGRO, IEFA, IJH, AVEM 13F-HR 11/9/2023, 01:48 PM
Q2 2023 330 $241M +$7.99M -$3.99M +$4M IVV, DGRO, IEFA, IJH, AVEM 13F-HR 8/10/2023, 02:16 PM
Q1 2023 296 $228M +$16.4M -$5.36M +$11M IVV, DGRO, IEFA, IJH, AVEM 13F-HR 5/11/2023, 04:55 PM
Q4 2022 296 $210M +$68.3M -$10.4M +$57.9M IVV, DGRO, IEFA, IJH, AVEM 13F-HR 2/10/2023, 08:54 AM
Q3 2022 235 $140M +$8.71M -$1.17M +$7.54M IVV, DGRO, JMST, PG, IJH 13F-HR 11/9/2022, 09:15 AM
Q2 2022 232 $141M IVV, DGRO, PG, JMST, IJH 13F-HR 8/11/2022, 11:18 AM