Roi Financial Advisors, LLC Purchases and Sells in Q2 2025

Roi Financial Advisors, LLC

$157 Billion
Q2 2025

Top Buys

Incresed Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	98 + 0.25%	$146.29 - $275.65 $14.3K - $27K	38.7K $10.7B
TSM	2.21K + 9.16%	$141.37 - $228.57 $313K - $505K	26.3K $5.97B
PANW	718 + 2.67%	$152.44 - $204.64 $109K - $147K	27.7K $5.66B
AMZN	319 + 1.05%	$167.32 - $223.3 $53.4K - $71.2K	30.7K $6.75B
WMT	4K + 8.3%	$81.79 - $99.98 $327K - $400K	52.2K $5.1B
IBM	1.14K + 11.01%	$221.03 - $294.78 $251K - $335K	11.4K $3.37B

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
T	19.8K New	$26.33 - $28.94 $522K - $574K	19.8K $574M
ARISTA NETWORKS INC	5.34K New	N/A	5.34K $547M
LNG	1.97K New	$197.25 - $244.33 $389K - $481K	1.97K $480M
VZ	10.1K New	$41.67 - $45.62 $420K - $460K	10.1K $436M
XOM	2.74K New	$99.93 - $119.04 $274K - $326K	2.74K $295M
BROS	4.27K New	$51.37 - $73.72 $220K - $315K	4.27K $292M

Top Sells

Reduced Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	-1.1K - 28.44%	$274.35 - $599.47 $300K - $656K	2.76K $859M
LLY	-382 - 3.27%	$713.71 - $898.95 $273K - $343K	11.3K $8.81B
AAPL	-368 - 0.91%	$172.42 - $223.89 $63.5K - $82.4K	40.3K $8.26B
MRK	-4.09K - 40.6%	$73.47 - $87.12 $300K - $356K	5.98K $473M
CNI	-3.79K - 44.62%	$92.66 - $108.13 $351K - $410K	4.7K $489M
PG	-132 - 0.72%	$157.66 - $172.39 $20.8K - $22.8K	18.3K $2.91B

Activity Summary All Purchases 39 New Holdings 12 Increased Positions 27 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

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