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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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