Roi Financial Advisors, LLC Purchases and Sells in Q3 2024

Roi Financial Advisors, LLC

$145 Billion
Q3 2024

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HD	365 + 2.58%	$333.64 - $405.2 $122K - $148K	14.5K $5.88B
WMT	4.31K + 12.43%	$66.91 - $81.4 $289K - $351K	39K $3.15B
MA	536 + 5.3%	$429.6 - $500.99 $230K - $269K	10.7K $5.26B
IBM	1.55K + 22.81%	$175.1 - $223.38 $272K - $347K	8.36K $1.85B
GLD	556 + 4.07%	$215.56 - $246.98 $120K - $137K	14.2K $3.46B
V	1.09K + 6.49%	$253.74 - $291.56 $277K - $318K	17.9K $4.93B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SNPS	652 New	$463.97 - $621.3 $303K - $405K	652 $330M
META	543 New	$453.41 - $572.44 $246K - $311K	543 $311M
MCD	960 New	$245.82 - $304.51 $236K - $292K	960 $292M
CAT	714 New	$316.8 - $391.12 $226K - $279K	714 $279M
QQQ	414 New	$434.77 - $502.96 $180K - $208K	414 $202M

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-13.3K - 12.04%	$98.91 - $134.91 $1.31M - $1.79M	97K $11.8B
LLY	-794 - 5.76%	$772.14 - $960.02 $613K - $762K	13K $11.5B
DG	-1.76K - 36.49%	$80.41 - $132.42 $141K - $232K	3.05K $258M
GIS	-2.01K - 41.2%	$62.5 - $75.15 $126K - $151K	2.87K $212M
SBUX	-1.76K - 34.79%	$72.51 - $98.6 $127K - $173K	3.29K $321M
HES	-278 - 10.16%	$126.3 - $155.44 $35.1K - $43.2K	2.46K $334M

Activity Summary All Purchases 49 New Holdings 5 Increased Positions 44 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

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