Roi Financial Advisors, LLC Incresed Positions in Q4 2024

Roi Financial Advisors, LLC

  • $147 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
753
+ 2.52%
$180.88 - $232.93 $136K - $175K
30.6K $6.71B
GOOGL
Alphabet Inc.

Communication Services
272
+ 0.74%
$161.86 - $196.66 $44K - $53.5K
36.8K $6.97B
V
Visa Inc.

Financial Services
355
+ 1.98%
$273.87 - $320.91 $97.2K - $114K
18.3K $5.78B
WMT
Walmart Inc.

Consumer Defensive
4.14K
+ 10.6%
$79.1 - $95.7 $327K - $396K
43.2K $3.9B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
359
+ 1.6%
$172.07 - $207.36 $61.8K - $74.4K
22.9K $4.51B
MA
Mastercard Inc

Financial Services
49
+ 0.46%
$491.3 - $536.15 $24.1K - $26.3K
10.7K $5.63B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
654
+ 38.68%
$442.29 - $483.08 $289K - $316K
2.35K $1.06B
JPM
Jpmorgan Chase & CO

Financial Services
430
+ 6.91%
$205.18 - $250.29 $88.2K - $108K
6.66K $1.6B
SLV
I Shares Silver Trust

ETFs
10.8K
+ 39.54%
$26.33 - $31.74 $284K - $342K
38K $1B
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
177
+ 49.17%
$1124.26 - $1344.96 $199K - $238K
537 $677M
PANW
Palo Alto Networks Inc

Technology
13K
+ 95.9%
$181.96 - $405.9 $2.37M - $5.29M
26.6K $4.85B
GLD
Spdr Gold Trust

ETFs
665
+ 4.67%
$236.59 - $257.5 $157K - $171K
14.9K $3.61B
AMP
Ameriprise Financial Inc

Financial Services
38
+ 3.87%
$473.15 - $574.01 $18K - $21.8K
1.02K $543M
META
Meta Platforms, Inc.

Communication Services
107
+ 19.71%
$554.08 - $632.68 $59.3K - $67.7K
650 $380M
SNPS
Synopsys Inc

Technology
152
+ 23.31%
$485.36 - $588.0 $73.8K - $89.4K
804 $390M
INTU
Intuit Inc

Technology
49
+ 1.82%
$602.01 - $706.25 $29.5K - $34.6K
2.75K $1.73B
CAT
Caterpillar Inc

Industrials
155
+ 21.71%
$360.37 - $416.88 $55.9K - $64.6K
869 $315M
FXO
First Tr Exchange Traded Fd Fi

ETFs
14
+ 0.3%
$50.63 - $59.0 $709 - $826
4.66K $252M
HYDB
Ishares Tr Edge High Yield Def

ETFs
329
+ 4.88%
$46.68 - $47.95 $15.4K - $15.8K
7.07K $332M
HYLS
First Tr Tactical High Yield L

ETFs
74
+ 1.33%
$41.29 - $42.03 $3.06K - $3.11K
5.66K $234M
FXU
First Tr Exchange Traded Fd Ut

ETFs
29
+ 0.39%
$37.15 - $41.12 $1.08K - $1.19K
7.39K $280M
FPE
First Tr Pfd Secs & Income ETF

ETFs
392
+ 0.68%
$17.65 - $18.18 $6.92K - $7.13K
58.1K $1.03B
BNDC
Flexshares Tr Core Select Bd F

ETFs
670
+ 1.78%
$21.68 - $22.86 $14.5K - $15.3K
38.4K $834M
VDC
Vanguard Consumer Staples ETF

ETFs
19
+ 0.35%
$210.96 - $223.62 $4.01K - $4.25K
5.52K $1.17B
FXZ
First Tr Exchange Traded Fd Fi

ETFs
65
+ 0.78%
$56.18 - $67.64 $3.65K - $4.4K
8.43K $479M
MSFT
Microsoft Corp

Technology
142
+ 0.84%
$406.35 - $454.46 $57.7K - $64.5K
17.1K $7.2B
FDL
First Tr Morningstar Dividend

ETFs
773
+ 1.05%
$39.59 - $43.95 $30.6K - $34K
74.4K $3B
PG
Procter & Gamble CO

Consumer Defensive
34
+ 0.18%
$161.05 - $179.7 $5.48K - $6.11K
18.9K $3.17B
LMT
Lockheed Martin Corp

Industrials
90
+ 2.96%
$479.66 - $614.62 $43.2K - $55.3K
3.13K $1.52B
Activity Summary
Buys All Purchases 33 New Holdings 3 Increased Positions 30 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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