Roi Financial Advisors, LLC Portfolio Holdings

Roi Financial Advisors, LLC

  • $147 Billion
  • Q4 2024

Roi Financial Advisors, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $147 Billion distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $11.4B, Apple Inc. with a value of $10.1B, Eli Lilly & CO with a value of $9.24B, Broadcom Inc. with a value of $9.03B, and Costco Wholesale Corp with a value of $8.98B.

Examining the 13F form we can see an increase of $2.03B in the current position value, from $145B to 147B.

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 $147 Billion
Technology: $52.5 Billion
Consumer Defensive: $18.7 Billion
ETFs: $15.5 Billion
Consumer Cyclical: $15.5 Billion
Healthcare: $14.8 Billion
Financial Services: $14.6 Billion
Communication Services: $7.56 Billion
Industrials: $5.02 Billion
Other: $2.01 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $147 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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