Long-term investor

Ritter Daniher Financial Advisory LLC / De @ritterdaniherfinancialad

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001936603).

Record

  • Tracked since 2025-06-30 (446 days), 73 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.8% · 6 months n/a · 1 year +17.8% · all +17.8%
  • Max drawdown n/a · win rate 26% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 16.0% · long · since 2025-06-30
  • 46434V621 · 7.6% · long · since 2025-06-30
  • 72201R585 · 7.3% · long · since 2025-06-30
  • 46432F842 · 5.7% · long · since 2025-06-30
  • 025072604 · 5.7% · long · since 2025-06-30
  • 464287507 · 5.0% · long · since 2025-06-30
  • 47103U886 · 4.9% · long · since 2025-06-30
  • 464287804 · 3.5% · long · since 2025-06-30
  • 97717Y477 · 3.5% · long · since 2025-06-30
  • 922908363 · 2.1% · long · since 2025-06-30
  • 25434V773 · 1.8% · long · since 2025-06-30
  • PG · 1.6% · long · since 2025-06-30

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