Portfolio (Quarterly)
Guide ↗
Ritter Daniher Financial Advisory LLC / DE
· CIK 0001936603| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PFFD | GLOBAL X FDS | — | 10,426 | $197K | 0.03% | SOLD |
| 2 | CAVA | CAVA GROUP INC | Consumer Cyclical | 1,550 | $91K | 0.01% | SOLD |
| 3 | PSCH | INVESCO EXCH TRADED FD TR II | — | 881 | $39K | 0.01% | SOLD |
| 4 | FISV | FISERV INC | Technology | 559 | $38K | 0.01% | SOLD |
| 5 | NOW | SERVICENOW INC | Technology | 215 | $33K | 0.01% | SOLD |
| 6 | CGNX | COGNEX CORP | Technology | 350 | $13K | 0.00% | SOLD |
| 7 | TLH | ISHARES TR | — | 105 | $11K | 0.00% | SOLD |
| 8 | MPC | MARATHON PETE CORP | Energy | 57 | $9K | 0.00% | SOLD |
| 9 | DYNF | BLACKROCK ETF TRUST | — | 148 | $9K | 0.00% | SOLD |
| 10 | GPC | GENUINE PARTS CO | Consumer Cyclical | 60 | $7K | 0.00% | SOLD |
| 11 | VLTO | VERALTO CORP | Industrials | 72 | $7K | 0.00% | SOLD |
| 12 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | Technology | 28 | $7K | 0.00% | SOLD |
| 13 | BBY | BEST BUY INC | Consumer Cyclical | 87 | $6K | 0.00% | SOLD |
| 14 | KDP | KEURIG DR PEPPER INC | Consumer Defensive | 200 | $6K | 0.00% | SOLD |
| 15 | WMG | WARNER MUSIC GROUP CORP | Communication Services | 153 | $5K | 0.00% | SOLD |
| 16 | COLB | COLUMBIA BKG SYS INC | Financial Services | 155 | $4K | 0.00% | SOLD |
| 17 | UPRO | PROSHARES TR | — | 31 | $4K | 0.00% | SOLD |
| 18 | VCSH | VANGUARD SCOTTSDALE FDS | — | 40 | $3K | 0.00% | SOLD |
| 19 | QS | QUANTUMSCAPE CORP | Consumer Cyclical | 300 | $3K | 0.00% | SOLD |
| 20 | FDIV | EA SERIES TRUST | — | 109 | $3K | — | SOLD |
Sector Allocation
Financial Services
29.5%
Technology
18.8%
Consumer Defensive
13.0%
Communication Services
9.5%
Consumer Cyclical
8.6%
Industrials
7.8%
Healthcare
5.9%
Energy
3.2%
Utilities
2.2%
Basic Materials
0.9%