Ritter Daniher Advisory De 13F annual report
Ritter Daniher Advisory De is an investment fund managing more than $314 billion ran by John Ritter. There are currently 229 companies in Mr. Ritter’s portfolio. The largest investments include Ishares Tr and American Centy Etf Tr, together worth $213 billion.
$314 billion Assets Under Management (AUM)
As of 5th August 2024, Ritter Daniher Advisory De’s top holding is 1,801,018 shares of Ishares Tr currently worth over $189 billion and making up 60.1% of the portfolio value.
In addition, the fund holds 399,705 shares of American Centy Etf Tr worth $24 billion.
The third-largest holding is J P Morgan Exchange Traded F worth $22.2 billion and the next is Procter And Gamble Co worth $11.5 billion, with 69,801 shares owned.
Currently, Ritter Daniher Advisory De's portfolio is worth at least $314 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Ritter Daniher Advisory De
The Ritter Daniher Advisory De office and employees reside in Cincinnati, Ohio. According to the last 13-F report filed with the SEC, John Ritter serves as the Chief Compliance Officer at Ritter Daniher Advisory De.
Recent trades
In the most recent 13F filing, Ritter Daniher Advisory De revealed that it had opened a new position in
Vanguard Bd Index Fds and bought 1,750 shares worth $131 million.
The investment fund also strengthened its position in Ishares Tr by buying
2,559 additional shares.
This makes their stake in Ishares Tr total 1,801,018 shares worth $189 billion.
On the other hand, there are companies that Ritter Daniher Advisory De is getting rid of from its portfolio.
Ritter Daniher Advisory De closed its position in J P Morgan Exchange Traded F on 12th August 2024.
It sold the previously owned 786 shares for $42.6 million.
John Ritter also disclosed a decreased stake in Procter And Gamble Co by approximately 0.1%.
This leaves the value of the investment at $11.5 billion and 69,801 shares.
One of the smaller hedge funds
The two most similar investment funds to Ritter Daniher Advisory De are Gemsstock and Meridian Investment Counsel Inc. They manage $314 billion and $314 billion respectively.
John Ritter investment strategy
Ritter Daniher Advisory De’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 4.1% of
the total portfolio value.
The fund focuses on investments in the United States as
52.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
46% of the total holdings value.
On the other hand, small-cap stocks make up only 1.3% of the portfolio.
The average market cap of the portfolio companies is close to $133 billion.
The complete list of Ritter Daniher Advisory De trades based on 13F SEC filings
These positions were updated on August 12th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Tr |
0.14%
1,801,018
|
$188,609,397,000 | 60.12% |
| American Centy Etf Tr |
9.52%
399,705
|
$24,004,392,000 | 7.65% |
| J P Morgan Exchange Traded F |
31.03%
383,167
|
$22,156,346,000 | 7.06% |
| Procter And Gamble Co |
4.18%
69,801
|
$11,511,596,000 | 3.67% |
| Apple Inc |
0.69%
38,246
|
$8,055,420,000 | 2.57% |
| LCNB Corp |
No change
561,359
|
$7,808,504,000 | 2.49% |
| T Rowe Price Etf Inc |
58.64%
192,137
|
$7,145,326,000 | 2.28% |
| Jpmorgan Chase Co. |
0.24%
19,671
|
$3,978,756,000 | 1.27% |
| Cintas Corporation |
2.91%
4,438
|
$3,107,754,000 | 0.99% |
| Microsoft Corporation |
0.49%
6,741
|
$3,012,712,000 | 0.96% |
| Amazon.com Inc. |
0.66%
15,552
|
$3,005,435,000 | 0.96% |
| Alphabet Inc |
1.47%
13,387
|
$2,443,957,000 | 0.78% |
| Costco Whsl Corp New |
1.31%
1,508
|
$1,282,042,000 | 0.41% |
| Vanguard Admiral Fds Inc |
1.07%
19,876
|
$1,967,179,000 | 0.63% |
| Eli Lilly Co |
No change
1,124
|
$1,017,656,000 | 0.32% |
| Vanguard Index Fds |
2.32%
3,747
|
$1,435,531,000 | 0.46% |
| Schwab Strategic Tr |
1.15%
23,958
|
$1,442,296,000 | 0.46% |
| NVIDIA Corp |
1,086.59%
7,345
|
$907,422,000 | 0.29% |
| Vanguard Specialized Funds |
3.37%
4,928
|
$899,607,000 | 0.29% |
| NextEra Energy Inc |
No change
12,463
|
$882,511,000 | 0.28% |
| Exxon Mobil Corp. |
5.36%
6,727
|
$774,413,000 | 0.25% |
| Vanguard Tax-managed Fds |
0.15%
14,030
|
$693,363,000 | 0.22% |
| Spdr Sp 500 Etf Tr |
2.38%
1,106
|
$601,908,000 | 0.19% |
| Tesla Inc |
43.98%
2,976
|
$588,891,000 | 0.19% |
| Lincoln Elec Hldgs Inc |
No change
2,900
|
$547,056,000 | 0.17% |
| Chevron Corp. |
3.28%
3,247
|
$507,896,000 | 0.16% |
| Elevance Health Inc |
2.12%
922
|
$499,595,000 | 0.16% |
| Spdr Gold Tr |
9.57%
2,289
|
$492,158,000 | 0.16% |
| Royal Caribbean Group |
No change
2,772
|
$441,940,000 | 0.14% |
| Fifth Third Bancorp |
13.90%
11,922
|
$435,034,000 | 0.14% |
| Pfizer Inc. |
7.23%
15,519
|
$434,222,000 | 0.14% |
| Broadcom Inc |
6.00%
265
|
$425,466,000 | 0.14% |
| Vanguard Mun Bd Fds |
No change
8,400
|
$420,924,000 | 0.13% |
| Unitedhealth Group Inc |
6.78%
743
|
$378,389,000 | 0.12% |
| Pepsico Inc |
12.62%
2,064
|
$340,416,000 | 0.11% |
| Kroger Co. |
27.99%
6,431
|
$321,100,000 | 0.10% |
| Coca-Cola Co |
0.63%
4,856
|
$309,085,000 | 0.10% |
| Vaneck Merk Gold Tr |
No change
13,635
|
$306,243,000 | 0.10% |
| Invesco Exchange Traded Fd T |
1.03%
4,826
|
$313,133,000 | 0.10% |
| Duke Energy Corp. |
0.07%
2,669
|
$267,552,000 | 0.09% |
| Norfolk Southn Corp |
No change
1,200
|
$257,628,000 | 0.08% |
| Bristol-Myers Squibb Co. |
No change
6,013
|
$249,738,000 | 0.08% |
| Vanguard Wellington Fd |
No change
2,450
|
$245,172,000 | 0.08% |
| Home Depot, Inc. |
7.51%
690
|
$237,526,000 | 0.08% |
| Meta Platforms Inc |
No change
470
|
$236,984,000 | 0.08% |
| John Hancock Exchange Traded |
No change
4,199
|
$231,113,000 | 0.07% |
| Quanta Svcs Inc |
No change
803
|
$204,035,000 | 0.07% |
| Intuitive Surgical Inc |
No change
453
|
$201,518,000 | 0.06% |
| Bank America Corp |
7.69%
4,904
|
$195,033,000 | 0.06% |
| RTX Corp |
3.01%
1,934
|
$194,155,000 | 0.06% |
| Taiwan Semiconductor Mfg Ltd |
No change
1,105
|
$192,061,000 | 0.06% |
| International Business Machs |
No change
980
|
$169,527,000 | 0.05% |
| Vanguard Malvern Fds |
No change
3,400
|
$165,036,000 | 0.05% |
| Uber Technologies Inc |
0.18%
2,254
|
$163,821,000 | 0.05% |
| Us Bancorp Del |
9.85%
4,120
|
$163,564,000 | 0.05% |
| Trade Desk Inc |
0.18%
1,636
|
$159,789,000 | 0.05% |
| Advanced Micro Devices Inc. |
0.52%
964
|
$156,371,000 | 0.05% |
| Vertex Pharmaceuticals, Inc. |
No change
326
|
$152,803,000 | 0.05% |
| CSX Corp. |
No change
4,350
|
$145,508,000 | 0.05% |
| Cava Group Inc |
No change
1,500
|
$139,125,000 | 0.04% |
| Blackstone Inc |
0.66%
1,072
|
$132,721,000 | 0.04% |
| Lululemon Athletica inc. |
No change
439
|
$131,130,000 | 0.04% |
| Abbvie Inc |
No change
758
|
$130,013,000 | 0.04% |
| Vanguard Bd Index Fds |
Opened
1,750
|
$130,902,000 | 0.04% |
| Global X Fds |
0.49%
5,496
|
$154,813,000 | 0.05% |
| Netflix Inc. |
49.58%
179
|
$120,814,000 | 0.04% |
| Pnc Finl Svcs Group Inc |
No change
757
|
$117,699,000 | 0.04% |
| Vanguard Bd Index Fds |
No change
1,530
|
$117,351,000 | 0.04% |
| Intel Corp. |
17.25%
3,677
|
$113,877,000 | 0.04% |
| Select Sector Spdr Tr |
0.60%
1,508
|
$139,269,000 | 0.04% |
| Gartner, Inc. |
No change
234
|
$105,081,000 | 0.03% |
| Organon Co |
No change
5,000
|
$103,500,000 | 0.03% |
| Johnson Johnson |
27.39%
692
|
$101,143,000 | 0.03% |
| Walmart Inc |
3.36%
1,467
|
$99,331,000 | 0.03% |
| Mastercard Incorporated |
No change
224
|
$98,820,000 | 0.03% |
| Mckesson Corporation |
No change
159
|
$92,863,000 | 0.03% |
| Vanguard Index Fds |
Opened
1,044
|
$259,165,000 | 0.08% |
| Oreilly Automotive Inc |
No change
86
|
$90,822,000 | 0.03% |
| United Rentals, Inc. |
No change
125
|
$80,842,000 | 0.03% |
| Deckers Outdoor Corp. |
No change
81
|
$78,404,000 | 0.02% |
| Adobe Inc |
No change
138
|
$76,665,000 | 0.02% |
| Conocophillips |
No change
650
|
$74,347,000 | 0.02% |
| Canadian Natl Ry Co |
No change
600
|
$70,878,000 | 0.02% |
| Leidos Holdings Inc |
No change
476
|
$69,439,000 | 0.02% |
| Visa Inc |
47.49%
264
|
$69,293,000 | 0.02% |
| Huntington Bancshares, Inc. |
No change
5,212
|
$68,695,000 | 0.02% |
| Vanguard Whitehall Fds |
1.44%
823
|
$88,391,000 | 0.03% |
| Dimensional Etf Trust |
3.93%
3,787
|
$130,969,000 | 0.04% |
| American Express Co. |
No change
293
|
$67,845,000 | 0.02% |
| HP Inc |
No change
1,896
|
$66,398,000 | 0.02% |
| Nucor Corp. |
No change
400
|
$63,232,000 | 0.02% |
| Thermo Fisher Scientific Inc. |
No change
111
|
$61,383,000 | 0.02% |
| Crowdstrike Holdings Inc |
No change
160
|
$61,311,000 | 0.02% |
| Merck Co Inc |
3.05%
477
|
$59,053,000 | 0.02% |
| DuPont de Nemours Inc |
No change
730
|
$58,758,000 | 0.02% |
| Comerica, Inc. |
No change
1,112
|
$56,757,000 | 0.02% |
| Mcdonalds Corp |
40.17%
216
|
$55,046,000 | 0.02% |
| Illinois Tool Wks Inc |
22.70%
227
|
$53,790,000 | 0.02% |
| ON Semiconductor Corp. |
No change
780
|
$53,469,000 | 0.02% |
| Blackrock Mun Target Term Tr |
0.67%
2,539
|
$52,739,000 | 0.02% |
| Deere Co |
No change
141
|
$52,682,000 | 0.02% |
| DraftKings Inc. |
No change
1,370
|
$52,293,000 | 0.02% |
| Starbucks Corp. |
3.17%
671
|
$52,238,000 | 0.02% |
| Automatic Data Processing In |
2.26%
216
|
$51,558,000 | 0.02% |
| Cheniere Energy Inc. |
No change
294
|
$51,401,000 | 0.02% |
| Cincinnati Finl Corp |
No change
430
|
$50,783,000 | 0.02% |
| Worthington Enterprises Inc. |
No change
1,071
|
$50,682,000 | 0.02% |
| Novo-nordisk A S |
No change
350
|
$49,959,000 | 0.02% |
| Lowes Cos Inc |
74.22%
223
|
$49,163,000 | 0.02% |
| Prudential Finl Inc |
No change
412
|
$48,283,000 | 0.02% |
| Spdr Ser Tr |
Opened
1,000
|
$47,190,000 | 0.02% |
| American Elec Pwr Co Inc |
No change
528
|
$46,327,000 | 0.01% |
| GE Aerospace |
11.63%
288
|
$45,833,000 | 0.01% |
| Enbridge Inc |
No change
1,249
|
$44,452,000 | 0.01% |
| Disney Walt Co |
52.95%
446
|
$44,321,000 | 0.01% |
| Tractor Supply Co. |
No change
164
|
$44,280,000 | 0.01% |
| Asml Holding N V |
No change
43
|
$43,978,000 | 0.01% |
| J P Morgan Exchange Traded F |
Closed
786
|
$42,614,000 | |
| Arista Networks Inc |
No change
120
|
$42,058,000 | 0.01% |
| Regeneron Pharmaceuticals, Inc. |
No change
39
|
$40,991,000 | 0.01% |
| Hewlett Packard Enterprise C |
No change
1,896
|
$40,139,000 | 0.01% |
| Smucker J M Co |
1.62%
365
|
$39,800,000 | 0.01% |
| Corteva Inc |
No change
729
|
$39,323,000 | 0.01% |
| Dow Inc |
No change
727
|
$38,568,000 | 0.01% |
| Worthington Stl Inc |
No change
1,150
|
$38,364,000 | 0.01% |
| Axon Enterprise Inc |
No change
130
|
$38,252,000 | 0.01% |
| Sempra |
16.67%
500
|
$38,030,000 | 0.01% |
| Western Digital Corp. |
No change
500
|
$37,885,000 | 0.01% |
| Accenture Plc Ireland |
56.18%
124
|
$37,623,000 | 0.01% |
| Super Micro Computer Inc |
No change
42
|
$34,413,000 | 0.01% |
| ServiceNow Inc |
No change
43
|
$33,827,000 | 0.01% |
| Humana Inc. |
No change
90
|
$33,629,000 | 0.01% |
| Target Corp |
No change
225
|
$33,309,000 | 0.01% |
| Oracle Corp. |
1.26%
235
|
$33,182,000 | 0.01% |
| Occidental Pete Corp |
Closed
507
|
$32,948,000 | |
| Cadence Design System Inc |
No change
100
|
$30,775,000 | 0.01% |
| Wp Carey Inc |
No change
543
|
$29,893,000 | 0.01% |
| Alcoa Corp |
No change
733
|
$29,159,000 | 0.01% |
| The Southern Co. |
No change
350
|
$27,150,000 | 0.01% |
| Mondelez International Inc. |
No change
377
|
$24,671,000 | 0.01% |
| Zimmer Biomet Holdings Inc |
No change
224
|
$24,311,000 | 0.01% |
| AMGEN Inc. |
185.19%
77
|
$24,133,000 | 0.01% |
| American Finl Group Inc Ohio |
0.53%
191
|
$23,541,000 | 0.01% |
| Old Rep Intl Corp |
No change
750
|
$23,175,000 | 0.01% |
| Consolidated Edison, Inc. |
No change
250
|
$22,355,000 | 0.01% |
| Ishares Tr |
Opened
200
|
$21,356,000 | 0.01% |
| Abbott Labs |
583.33%
205
|
$21,302,000 | 0.01% |
| Copart, Inc. |
No change
392
|
$21,231,000 | 0.01% |
| Kinsale Cap Group Inc |
Closed
40
|
$20,990,000 | |
| Palantir Technologies Inc. |
No change
800
|
$20,264,000 | 0.01% |
| Nike, Inc. |
110.40%
263
|
$19,823,000 | 0.01% |
| Union Pac Corp |
10.00%
81
|
$18,328,000 | 0.01% |
| Cigna Group (The) |
No change
55
|
$18,182,000 | 0.01% |
| Eversource Energy |
Closed
300
|
$17,931,000 | |
| Vanguard Intl Equity Index F |
Opened
300
|
$17,592,000 | 0.01% |
| Cisco Sys Inc |
120.48%
366
|
$17,389,000 | 0.01% |
| 3M Co. |
4.57%
167
|
$17,066,000 | 0.01% |
| Alibaba Group Hldg Ltd |
No change
233
|
$16,776,000 | 0.01% |
| Aon plc. |
25.71%
52
|
$15,267,000 | 0.00% |
| Genuine Parts Co. |
9.92%
109
|
$15,077,000 | 0.00% |
| Gladstone Ld Corp |
No change
1,064
|
$14,567,000 | 0.00% |
| United Parcel Service, Inc. |
No change
100
|
$13,685,000 | 0.00% |
| Clorox Co. |
No change
100
|
$13,647,000 | 0.00% |
| Inventrust Pptys Corp |
Opened
518
|
$12,826,000 | 0.00% |
| Waste Mgmt Inc Del |
9.09%
60
|
$12,801,000 | 0.00% |
| Carrier Global Corporation |
No change
200
|
$12,616,000 | 0.00% |
| Morgan Stanley |
Opened
125
|
$12,149,000 | 0.00% |
| Medtronic Plc |
10.00%
153
|
$12,043,000 | 0.00% |
| Honeywell International Inc |
Opened
50
|
$10,677,000 | 0.00% |
| Lam Research Corp. |
Opened
10
|
$10,649,000 | 0.00% |
| Royal Bk Cda |
No change
100
|
$10,638,000 | 0.00% |
| Ge Vernova Inc |
Opened
60
|
$10,291,000 | 0.00% |
| Verizon Communications Inc |
1.64%
248
|
$10,226,000 | 0.00% |
| Booz Allen Hamilton Hldg Cor |
Opened
65
|
$10,004,000 | 0.00% |
| Canadian Imperial Bk Comm To |
No change
200
|
$9,508,000 | 0.00% |
| Wells Fargo Co New |
No change
160
|
$9,503,000 | 0.00% |
| Att Inc |
77.93%
497
|
$9,498,000 | 0.00% |
| Marsh Mclennan Cos Inc |
10.00%
45
|
$9,483,000 | 0.00% |
| Principal Financial Group In |
No change
117
|
$9,179,000 | 0.00% |
| Hormel Foods Corp. |
No change
300
|
$9,147,000 | 0.00% |
| StoneCo Ltd |
Closed
550
|
$9,136,000 | |
| NIO Inc |
Closed
2,000
|
$9,000,000 | |
| Vanguard Intl Equity Index F |
No change
99
|
$9,937,000 | 0.00% |
| Prologis Inc |
No change
74
|
$8,311,000 | 0.00% |
| Cummins Inc. |
Opened
30
|
$8,308,000 | 0.00% |
| DTE Energy Co. |
No change
70
|
$7,745,000 | 0.00% |
| Delta Air Lines, Inc. |
0.62%
162
|
$7,663,000 | 0.00% |
| Chemours Company |
No change
325
|
$7,336,000 | 0.00% |
| Ishares Inc |
No change
302
|
$7,437,000 | 0.00% |
| BP plc |
No change
200
|
$7,220,000 | 0.00% |
| Pimco Etf Tr |
1.35%
75
|
$7,088,000 | 0.00% |
| Keurig Dr Pepper Inc |
No change
200
|
$6,680,000 | 0.00% |
| Micron Technology Inc. |
No change
50
|
$6,577,000 | 0.00% |
| American Wtr Wks Co Inc New |
Opened
50
|
$6,458,000 | 0.00% |
| Nu Hldgs Ltd |
No change
500
|
$6,445,000 | 0.00% |
| Radius Recycling Inc. |
Closed
300
|
$6,339,000 | |
| Ge Healthcare Technologies I |
No change
81
|
$6,314,000 | 0.00% |
| Evergy Inc |
No change
119
|
$6,304,000 | 0.00% |
| Entergy Corp. |
No change
55
|
$5,885,000 | 0.00% |
| J P Morgan Exchange Traded F |
Opened
80
|
$5,540,000 | 0.00% |
| Oneok Inc. |
Closed
66
|
$5,292,000 | |
| First Bancshares Inc Ms |
No change
202
|
$5,248,000 | 0.00% |
| Lockheed Martin Corp. |
Closed
11
|
$5,004,000 | |
| Spdr Ser Tr |
No change
51
|
$5,510,000 | 0.00% |
| Northrop Grumman Corp. |
Closed
10
|
$4,787,000 | |
| Select Sector Spdr Tr |
Opened
124
|
$4,763,000 | 0.00% |
| Texas Roadhouse Inc |
No change
27
|
$4,720,000 | 0.00% |
| Marvell Technology Inc |
No change
59
|
$4,102,000 | 0.00% |
| Ford Mtr Co Del |
1.27%
319
|
$4,003,000 | 0.00% |
| Lamb Weston Holdings Inc |
No change
41
|
$3,448,000 | 0.00% |
| Mattel, Inc. |
No change
197
|
$3,204,000 | 0.00% |
| DXC Technology Co |
No change
162
|
$3,093,000 | 0.00% |
| Dominion Energy Inc |
No change
62
|
$3,038,000 | 0.00% |
| Marathon Oil Corporation |
No change
98
|
$2,810,000 | 0.00% |
| AMMO, Inc. |
Closed
1,000
|
$2,750,000 | |
| Rivian Automotive, Inc. |
No change
200
|
$2,684,000 | 0.00% |
| Salesforce Inc |
23.08%
10
|
$2,571,000 | 0.00% |
| Boston Beer Co., Inc. |
No change
8
|
$2,441,000 | 0.00% |
| Dt Midstream Inc |
No change
34
|
$2,416,000 | 0.00% |
| Solventum Corp |
Opened
41
|
$2,169,000 | 0.00% |
| Ark Etf Tr |
Closed
36
|
$1,970,000 | |
| Topgolf Callaway Brands Corp |
No change
100
|
$1,530,000 | 0.00% |
| Babcock Wilcox Enterprises |
No change
1,000
|
$1,450,000 | 0.00% |
| TD Synnex Corp |
No change
12
|
$1,385,000 | 0.00% |
| Chewy Inc |
No change
50
|
$1,362,000 | 0.00% |
| Intuit Inc |
33.33%
2
|
$1,315,000 | 0.00% |
| Ark Etf Tr |
No change
77
|
$2,341,000 | 0.00% |
| Global X Fds |
Closed
122
|
$1,175,000 | |
| Pioneer Nat Res Co |
Closed
4
|
$1,050,000 | |
| Acadia Pharmaceuticals Inc |
No change
63
|
$1,024,000 | 0.00% |
| Warner Bros.Discovery Inc |
77.94%
120
|
$893,000 | 0.00% |
| Marathon Pete Corp |
No change
5
|
$868,000 | 0.00% |
| Inotiv Inc |
No change
500
|
$830,000 | 0.00% |
| Concentrix Corporation |
No change
12
|
$760,000 | 0.00% |
| Viatris Inc. |
No change
68
|
$723,000 | 0.00% |
| PayPal Holdings Inc |
No change
10
|
$581,000 | 0.00% |
| Danaher Corp. |
No change
2
|
$500,000 | 0.00% |
| Wabtec |
40.00%
3
|
$475,000 | 0.00% |
| Net Lease Office Properties |
No change
18
|
$444,000 | 0.00% |
| Zimvie Inc |
No change
22
|
$402,000 | 0.00% |
| Gamestop Corp New |
No change
12
|
$297,000 | 0.00% |
| CVS Health Corp |
100.00%
0
|
$5,000 | 0.00% |
| Moderna Inc |
No change
0
|
$3,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 243 holdings | |||
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