Ritter Daniher Financial Advisory LLC / DE
CIK
1936603
City
CINCINNATI
State / Country
OH
Top Portfolio Positions
369 positions ·
$109,645,273 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
73,055 | $10,552,064 | 9.62% | |
| AAPL |
Apple Inc.
Technology
|
35,990 | $9,133,902 | 8.33% | |
| LCNB |
Lcnb Corp
Financial Services
|
544,927 | $8,495,411 | 7.75% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
12,272 | $7,083,152 | 6.46% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
20,405 | $6,002,334 | 5.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
18,696 | $5,376,221 | 4.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
22,069 | $4,596,310 | 4.19% | |
| MSFT |
Microsoft Corp
Technology
|
10,869 | $4,023,377 | 3.67% | |
| CTAS |
Cintas Corp
Industrials
|
22,265 | $3,765,902 | 3.43% | |
| META |
Meta Platforms, Inc.
Communication Services
|
3,368 | $1,926,933 | 1.76% |
Portfolio Trend
16 quarters · across all stocks
Holdings in BTT
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $347,559 | 15,311 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $347,982 | 15,249 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $339,707 | 15,125 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $329,006 | 15,030 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $317,006 | 14,932 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $98,070 | 4,763 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $55,260 | 2,556 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $52,735 | 2,539 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $53,113 | 2,522 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $52,124 | 2,506 | Shares | Sole | 2024-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||