Roi Financial Advisors, LLC Incresed Positions in Q3 2025

Roi Financial Advisors, LLC

  • $167 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
272
+ 0.75%
$174.36 - $254.72 $47.4K - $69.3K
36.7K $8.92B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
259
+ 0.98%
$224.68 - $282.71 $58.2K - $73.2K
26.6K $7.43B
SLV
I Shares Silver Trust

ETFs
16.4K
+ 30.89%
$32.73 - $42.5 $538K - $699K
69.7K $2.95B
GLD
Spdr Gold Trust

ETFs
490
+ 3.23%
$300.96 - $355.47 $147K - $174K
15.7K $5.57B
HYDB
Ishares Tr Edge High Yield Def

ETFs
16.4K
+ 101.88%
$47.03 - $47.97 $772K - $788K
32.5K $1.56B
FPE
First Tr Pfd Secs & Income ETF

ETFs
34.1K
+ 41.48%
$17.81 - $18.39 $607K - $626K
116K $2.12B
Arista Networks Inc
2.78K
+ 52.04%
N/A
8.12K $1.18B
JPM
Jpmorgan Chase & CO

Financial Services
936
+ 10.22%
$282.78 - $316.06 $265K - $296K
10.1K $3.18B
WMT
Walmart Inc.

Consumer Defensive
1.77K
+ 3.39%
$94.4 - $104.27 $167K - $184K
54K $5.56B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
746
+ 17.85%
$459.11 - $506.91 $342K - $378K
4.93K $2.48B
AMSC
American Superconductor Corp

Industrials
2.3K
+ 32.27%
$35.98 - $64.63 $82.7K - $149K
9.42K $559M
CAT
Caterpillar Inc

Industrials
279
+ 16.44%
$390.92 - $477.15 $109K - $133K
1.98K $943M
META
Meta Platforms, Inc.

Communication Services
379
+ 27.31%
$695.21 - $791.73 $263K - $300K
1.77K $1.3B
CVX
Chevron Corp

Energy
1.31K
+ 54.28%
$145.57 - $161.83 $190K - $212K
3.72K $577M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1.48K
+ 16.95%
$109.55 - $124.15 $162K - $183K
10.2K $1.19B
T
At&T Inc.

Communication Services
6.51K
+ 32.85%
$26.94 - $29.62 $175K - $193K
26.3K $744M
AMZN
Amazon Com Inc

Consumer Cyclical
656
+ 2.13%
$211.65 - $238.24 $139K - $156K
31.4K $6.9B
VZ
Verizon Communications Inc

Communication Services
2.98K
+ 29.53%
$40.84 - $45.06 $122K - $134K
13.1K $574M
XOM
Exxon Mobil Corp

Energy
998
+ 36.44%
$105.83 - $117.22 $106K - $117K
3.74K $421M
ORCL
Oracle Corp

Technology
134
+ 12.75%
$218.96 - $328.33 $29.3K - $44K
1.19K $333M
BROS
Dutch Bros Inc.

Consumer Cyclical
3.23K
+ 75.6%
$52.34 - $74.24 $169K - $240K
7.51K $393M
DUK
Duke Energy Corp

Utilities
54
+ 0.43%
$116.31 - $125.93 $6.28K - $6.8K
12.6K $1.56B
PGR
Progressive Corp

Financial Services
362
+ 46.71%
$238.61 - $264.3 $86.4K - $95.7K
1.14K $281M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.12%
$303.93 - $329.86 $304 - $330
833 $273M
AMP
Ameriprise Financial Inc

Financial Services
123
+ 9.17%
$486.13 - $544.55 $59.8K - $67K
1.46K $719M
HYLS
First Tr Tactical High Yield L

ETFs
25
+ 0.49%
$41.62 - $42.32 $1.04K - $1.06K
5.15K $217M
ADP
Automatic Data Processing Inc

Industrials
326
+ 4.77%
$288.69 - $310.94 $94.1K - $101K
7.16K $2.1B
IBM
International Business Machines Corp

Technology
465
+ 4.06%
$234.77 - $292.47 $109K - $136K
11.9K $3.36B
KR
Kroger CO

Consumer Defensive
115
+ 1.44%
$64.52 - $74.35 $7.42K - $8.55K
8.11K $547M
Arm Holdings PLC
396
+ 8.41%
N/A
5.1K $722M
FISV
Fiserv Inc

Technology
175
+ 10.32%
N/A
1.87K $241M
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
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