Roi Financial Advisors, LLC Incresed Positions in Q2 2025

Roi Financial Advisors, LLC

  • $157 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
98
+ 0.25%
$146.29 - $275.65 $14.3K - $27K
38.7K $10.7B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.21K
+ 9.16%
$141.37 - $228.57 $313K - $505K
26.3K $5.97B
PANW
Palo Alto Networks Inc

Technology
718
+ 2.67%
$152.44 - $204.64 $109K - $147K
27.7K $5.66B
AMZN
Amazon Com Inc

Consumer Cyclical
319
+ 1.05%
$167.32 - $223.3 $53.4K - $71.2K
30.7K $6.75B
WMT
Walmart Inc.

Consumer Defensive
4K
+ 8.3%
$81.79 - $99.98 $327K - $400K
52.2K $5.1B
IBM
International Business Machines Corp

Technology
1.14K
+ 11.01%
$221.03 - $294.78 $251K - $335K
11.4K $3.37B
JPM
Jpmorgan Chase & CO

Financial Services
1.47K
+ 19.14%
$210.28 - $289.91 $309K - $426K
9.16K $2.66B
META
Meta Platforms, Inc.

Communication Services
436
+ 45.8%
$484.66 - $738.09 $211K - $322K
1.39K $1.02B
FPE
First Tr Pfd Secs & Income ETF

ETFs
21.3K
+ 35.11%
$16.93 - $17.81 $361K - $380K
82.1K $1.46B
Arm Holdings PLC
1.09K
+ 29.96%
N/A
4.71K $761M
SLV
I Shares Silver Trust

ETFs
8.23K
+ 18.29%
$27.08 - $33.74 $223K - $278K
53.2K $1.75B
GLD
Spdr Gold Trust

ETFs
142
+ 0.94%
$273.71 - $316.29 $38.9K - $44.9K
15.2K $4.63B
HYDB
Ishares Tr Edge High Yield Def

ETFs
6K
+ 59.38%
$44.64 - $47.48 $268K - $285K
16.1K $765M
ADP
Automatic Data Processing Inc

Industrials
755
+ 12.43%
$276.76 - $326.81 $209K - $247K
6.83K $2.11B
AMP
Ameriprise Financial Inc

Financial Services
134
+ 11.1%
$422.19 - $533.73 $56.6K - $71.5K
1.34K $716M
CAT
Caterpillar Inc

Industrials
69
+ 4.24%
$273.94 - $388.21 $18.9K - $26.8K
1.7K $659M
PUI
Invesco Exchange Traded Fd Tr

ETFs
1.3K
+ 2.96%
$37.97 - $42.42 $49.2K - $55K
45.1K $1.89B
FISV
Fiserv Inc

Technology
721
+ 73.95%
N/A
1.7K $292M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
8.04K
+ 1211.3%
$105.72 - $1416.0 $850K - $11.4M
8.71K $972M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
16
+ 1.67%
$456.74 - $568.03 $7.31K - $9.09K
973 $552M
KR
Kroger CO

Consumer Defensive
199
+ 2.55%
$64.62 - $74.0 $12.9K - $14.7K
8K $574M
FXO
First Tr Exchange Traded Fd Fi

ETFs
160
+ 3.67%
$45.9 - $56.06 $7.34K - $8.97K
4.52K $253M
HYLS
First Tr Tactical High Yield L

ETFs
69
+ 1.36%
$39.8 - $41.84 $2.75K - $2.89K
5.13K $214M
DUK
Duke Energy Corp

Utilities
425
+ 3.51%
$112.46 - $124.05 $47.8K - $52.7K
12.5K $1.48B
CVX
Chevron Corp

Energy
149
+ 6.6%
$133.73 - $168.51 $19.9K - $25.1K
2.41K $345M
FDL
First Tr Morningstar Dividend

ETFs
701
+ 0.97%
$38.19 - $43.19 $26.8K - $30.3K
73K $3.06B
Activity Summary
Buys All Purchases 39 New Holdings 12 Increased Positions 27 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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