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 Market Cap. of $200 Billions or more

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%
$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%
$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%
$881B
$3.18 Billion 1.9% of portfolio
10,094
Q3 2025 Added 10.22%
$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%
$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%
$291B
$943 Million 0.56% of portfolio
1,976
Q3 2025 Added 16.44%
$303B
$577 Million 0.34% of portfolio
3,715
Q3 2025 Added 54.28%
$490B
$421 Million 0.25% of portfolio
3,737
Q3 2025 Added 36.44%
$593B
$333 Million 0.2% of portfolio
1,185
Q3 2025 Added 12.75%
$300B
$283 Million 0.17% of portfolio
821
Q3 2025 Reduced 70.2%
$1.74T
$247 Million 0.15% of portfolio
1,015
Q3 2025 New
$224B
$214 Million 0.13% of portfolio
703
Q3 2025 Reduced 14.27%

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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