Roi Financial Advisors, LLC Portfolio Holdings

Roi Financial Advisors, LLC

  • $167 Billion
  • Q3 2025

Roi Financial Advisors, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $167 Billion distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $12.8B, Broadcom Inc. with a value of $11.1B, Apple Inc. with a value of $9.9B, Alphabet Inc. with a value of $8.92B, and Eli Lilly & CO with a value of $8.09B.

Examining the 13F form we can see an increase of $10.2B in the current position value, from $157B to 167B.

Roi Financial Advisors, LLC is based out at Beaverton, OR

Below you can find more details about Roi Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $167 Billion
Technology: $61.2 Billion
ETFs: $21.2 Billion
Consumer Defensive: $19.5 Billion
Financial Services: $18.6 Billion
Consumer Cyclical: $15.4 Billion
Communication Services: $11.8 Billion
Healthcare: $8.99 Billion
Industrials: $4.85 Billion
Other: $3.39 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$12.8 Billion 7.62% of portfolio
68,371
Q3 2025 Reduced 13.75%
$139B
$11.1 Billion 6.65% of portfolio
33,761
Q3 2025 Reduced 12.73%
$4.3T
$9.9 Billion 5.91% of portfolio
38,899
Q3 2025 Reduced 3.44%
$1.65T
$8.92 Billion 5.32% of portfolio
36,679
Q3 2025 Added 0.75%
$971B
$8.09 Billion 4.83% of portfolio
10,605
Q3 2025 Reduced 6.16%
$404B
$8.08 Billion 4.82% of portfolio
8,728
Q3 2025 Reduced 4.68%
$3.78T
$8.01 Billion 4.78% of portfolio
15,456
Q3 2025 Reduced 4.9%
$1.46T
$7.43 Billion 4.44% of portfolio
26,606
Q3 2025 Added 0.98%
$2.39T
$6.9 Billion 4.12% of portfolio
31,405
Q3 2025 Added 2.13%
$533B
$6.05 Billion 3.61% of portfolio
17,725
Q3 2025 Reduced 1.26%
$512B
$5.94 Billion 3.54% of portfolio
10,438
Q3 2025 Reduced 0.29%
$61.4B
$5.58 Billion 3.33% of portfolio
27,428
Q3 2025 Reduced 0.81%
$130B
$5.57 Billion 3.33% of portfolio
15,673
Q3 2025 Added 3.23%
$279B
$5.56 Billion 3.32% of portfolio
53,962
Q3 2025 Added 3.39%
$367B
$5.48 Billion 3.27% of portfolio
13,534
Q3 2025 Reduced 2.49%
$266B
$3.36 Billion 2.01% of portfolio
11,912
Q3 2025 Added 4.06%
$0
$3.15 Billion 1.88% of portfolio
72,626
Q3 2025 Reduced 0.55%
$24.1B
$2.95 Billion 1.76% of portfolio
69,656
Q3 2025 Added 30.89%
$346B
$2.56 Billion 1.53% of portfolio
16,680
Q3 2025 Reduced 8.65%
$662B
$2.48 Billion 1.48% of portfolio
4,926
Q3 2025 Added 17.85%
$0
$2.12 Billion 1.27% of portfolio
116,186
Q3 2025 Added 41.48%
$104B
$2.1 Billion 1.25% of portfolio
7,156
Q3 2025 Added 4.77%
$0
$1.96 Billion 1.17% of portfolio
42,701
Q3 2025 Reduced 5.29%
$1.29T
$1.81 Billion 1.08% of portfolio
4,074
Q3 2025 Reduced 4.1%
$0
$1.56 Billion 0.93% of portfolio
32,535
Q3 2025 Added 101.88%
$96.4B
$1.56 Billion 0.93% of portfolio
12,589
Q3 2025 Added 0.43%
$182B
$1.49 Billion 0.89% of portfolio
2,181
Q3 2025 Reduced 4.88%
$1.37T
$1.3 Billion 0.77% of portfolio
1,767
Q3 2025 Added 27.31%
$306B
$1.28 Billion 0.76% of portfolio
19,278
Q3 2025 Reduced 3.96%
$123B
$1.25 Billion 0.75% of portfolio
2,506
Q3 2025 Reduced 9.86%
$1.34B
$1.19 Billion 0.71% of portfolio
10,183
Q3 2025 Added 16.95%
Arista Networks Inc
-
$1.18 Billion 0.71% of portfolio
-
Q3 2025 Added 52.04%
$0
$1.09 Billion 0.65% of portfolio
5,080
Q3 2025 Reduced 3.15%
$291B
$943 Million 0.56% of portfolio
1,976
Q3 2025 Added 16.44%
$53.8B
$831 Million 0.5% of portfolio
3,537
Q3 2025 Added 79.54%
$181B
$744 Million 0.44% of portfolio
26,339
Q3 2025 Added 32.85%
Arm Holdings PLC
-
$722 Million 0.43% of portfolio
-
Q3 2025 Added 8.41%
$47B
$719 Million 0.43% of portfolio
1,464
Q3 2025 Added 9.17%
$57.4B
$618 Million 0.37% of portfolio
967
Q3 2025 Reduced 38.09%
Blackrock Inc
-
$598 Million 0.36% of portfolio
-
Q3 2025 Reduced 2.1%
$0
$590 Million 0.35% of portfolio
963
Q3 2025 Reduced 1.03%
$303B
$577 Million 0.34% of portfolio
3,715
Q3 2025 Added 54.28%
$172B
$574 Million 0.34% of portfolio
13,053
Q3 2025 Added 29.53%
$47.8B
$547 Million 0.33% of portfolio
8,111
Q3 2025 Added 1.44%
$974M
$559 Million 0.33% of portfolio
9,419
Q3 2025 Added 32.27%
$0
$558 Million 0.33% of portfolio
24,821
Q3 2025 Reduced 12.95%
$143B
$428 Million 0.26% of portfolio
12,750
Q3 2025 Reduced 14.38%
$79.2B
$431 Million 0.26% of portfolio
6,181
Q3 2025 Reduced 30.06%
$490B
$421 Million 0.25% of portfolio
3,737
Q3 2025 Added 36.44%

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $167 Billion
  • Prior Value $157 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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