Roi Financial Advisors, LLC Reduced Holdings in Q3 2025

Roi Financial Advisors, LLC

  • $167 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-429
- 4.68%
$915.95 - $994.57 $393K - $427K
8.73K $8.08B
LLY
Eli Lilly & CO

Healthcare
-696
- 6.16%
$625.65 - $812.69 $435K - $566K
10.6K $8.09B
UNH
Unitedhealth Group Inc

Healthcare
-1.93K
- 70.2%
$237.77 - $353.61 $460K - $684K
821 $283M
PG
Procter & Gamble CO

Consumer Defensive
-1.58K
- 8.65%
$150.47 - $161.22 $238K - $255K
16.7K $2.56B
V
Visa Inc.

Financial Services
-227
- 1.26%
$332.09 - $358.86 $75.4K - $81.5K
17.7K $6.05B
INTU
Intuit Inc

Technology
-112
- 4.88%
$646.03 - $807.39 $72.4K - $90.4K
2.18K $1.49B
IDXX
Idexx Laboratories Inc

Healthcare
-595
- 38.09%
$514.61 - $682.78 $306K - $406K
967 $618M
NKE
Nike, Inc.

Consumer Cyclical
-2.66K
- 30.06%
$69.24 - $79.24 $184K - $211K
6.18K $431M
KO
Coca Cola CO

Consumer Defensive
-795
- 3.96%
$65.67 - $71.67 $52.2K - $57K
19.3K $1.28B
MSFT
Microsoft Corp

Technology
-797
- 4.9%
$491.09 - $535.64 $391K - $427K
15.5K $8.01B
PANW
Palo Alto Networks Inc

Technology
-225
- 0.81%
$167.06 - $208.19 $37.6K - $46.8K
27.4K $5.58B
VDC
Vanguard Consumer Staples ETF

ETFs
-165
- 3.15%
$212.64 - $225.25 $35.1K - $37.2K
5.08K $1.09B
VNQ
Vanguard Specialized Funds Van

ETFs
-571
- 12.1%
$88.47 - $93.24 $50.5K - $53.2K
4.15K $379M
LMT
Lockheed Martin Corp

Industrials
-274
- 9.86%
$410.74 - $499.21 $113K - $137K
2.51K $1.25B
MCD
Mcdonalds Corp

Consumer Cyclical
-117
- 14.27%
$291.67 - $316.99 $34.1K - $37.1K
703 $214M
SNPS
Synopsys Inc

Technology
-24
- 3.82%
$387.78 - $645.35 $9.31K - $15.5K
605 $299M
FXU
First Tr Exchange Traded Fd Ut

ETFs
-429
- 6.54%
$41.97 - $45.5 $18K - $19.5K
6.13K $279M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-139
- 3.08%
$55.81 - $60.32 $7.76K - $8.38K
4.38K $260M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-10
- 1.03%
$567.77 - $614.76 $5.68K - $6.15K
963 $590M
Blackrock Inc
-11
- 2.1%
N/A
513 $598M
MA
Mastercard Inc

Financial Services
-30
- 0.29%
$550.18 - $598.96 $16.5K - $18K
10.4K $5.94B
PUI
Invesco Exchange Traded Fd Tr

ETFs
-2.38K
- 5.29%
$41.17 - $46.02 $98.1K - $110K
42.7K $1.96B
INTC
Intel Corp

Technology
-2.14K
- 14.38%
$19.31 - $35.5 $41.3K - $76K
12.8K $428M
FDL
First Tr Morningstar Dividend

ETFs
-402
- 0.55%
$41.96 - $44.59 $16.9K - $17.9K
72.6K $3.15B
NVDA
Nvidia Corp

Technology
-10.9K
- 13.75%
$153.3 - $186.58 $1.67M - $2.03M
68.4K $12.8B
HD
Home Depot, Inc.

Consumer Cyclical
-346
- 2.49%
$357.4 - $423.42 $124K - $147K
13.5K $5.48B
TSLA
Tesla, Inc.

Consumer Cyclical
-174
- 4.1%
$293.94 - $444.72 $51.1K - $77.4K
4.07K $1.81B
AVGO
Broadcom Inc.

Technology
-4.93K
- 12.73%
$264.74 - $369.57 $1.3M - $1.82M
33.8K $11.1B
AAPL
Apple Inc.

Technology
-1.38K
- 3.44%
$202.38 - $256.87 $280K - $356K
38.9K $9.9B
Activity Summary
Buys All Purchases 35 New Holdings 3 Increased Positions 32 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Roi Financial Advisors, LLC Portfolio

Follow Roi Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Roi Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roi Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email