Roth Financial Partners LLC Portfolio Holdings by Sector

Roth Financial Partners LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IEFA IVV SPY IJR RSP VOO VGIT VTEB 17 stocks	$284,387 96.4% of portfolio	7	8	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,741 0.93% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO AMD 3 stocks	$2,573 0.87% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$902 0.31% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META 2 stocks	$826 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$601 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$592 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$566 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$487 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts

Closed-End Fund - Equity \| ETFs VTI 1 stocks	$437 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy APA 1 stocks	$406 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology CDNS 1 stocks	$245 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy SLB 1 stocks	$237 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts

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

Stay updated on Roth Financial Partners LLC with notifications on news.