Roi Financial Advisors, LLC Purchases in Q3 2024

Roi Financial Advisors, LLC

  • $145 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
365
+ 2.58%
$333.64 - $405.2 $122K - $148K
14.5K $5.88B
WMT
Walmart Inc.

Consumer Defensive
4.31K
+ 12.43%
$66.91 - $81.4 $289K - $351K
39K $3.15B
MA
Mastercard Inc

Financial Services
536
+ 5.3%
$429.6 - $500.99 $230K - $269K
10.7K $5.26B
IBM
International Business Machines Corp

Technology
1.55K
+ 22.81%
$175.1 - $223.38 $272K - $347K
8.36K $1.85B
GLD
Spdr Gold Trust

ETFs
556
+ 4.07%
$215.56 - $246.98 $120K - $137K
14.2K $3.46B
V
Visa Inc.

Financial Services
1.09K
+ 6.49%
$253.74 - $291.56 $277K - $318K
17.9K $4.93B
LMT
Lockheed Martin Corp

Industrials
247
+ 8.85%
$460.3 - $584.56 $114K - $144K
3.04K $1.78B
UNH
Unitedhealth Group Inc

Healthcare
65
+ 1.25%
$488.01 - $604.18 $31.7K - $39.3K
5.25K $3.07B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
822
+ 94.59%
$405.19 - $478.57 $333K - $393K
1.69K $778M
ADP
Automatic Data Processing Inc

Industrials
645
+ 12.69%
$233.44 - $279.45 $151K - $180K
5.73K $1.58B
SNPS
Synopsys Inc

Technology
652
New
$463.97 - $621.3 $303K - $405K
652 $330M
SLV
I Shares Silver Trust

ETFs
10.6K
+ 63.96%
$24.33 - $29.38 $259K - $312K
27.2K $774M
TSLA
Tesla, Inc.

Consumer Cyclical
202
+ 4.88%
$191.76 - $263.26 $38.7K - $53.2K
4.34K $1.14B
META
Meta Platforms, Inc.

Communication Services
543
New
$453.41 - $572.44 $246K - $311K
543 $311M
MCD
Mcdonalds Corp

Consumer Cyclical
960
New
$245.82 - $304.51 $236K - $292K
960 $292M
CAT
Caterpillar Inc

Industrials
714
New
$316.8 - $391.12 $226K - $279K
714 $279M
PUI
Invesco Exchange Traded Fd Tr

ETFs
497
+ 1.16%
$34.56 - $40.45 $17.2K - $20.1K
43.4K $1.76B
AVGO
Broadcom Inc.

Technology
36.4K
+ 863.63%
$136.27 - $1745.86 $4.96M - $63.5M
40.6K $7B
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
144
+ 66.67%
$1066.32 - $1355.99 $154K - $195K
360 $474M
DUK
Duke Energy Corp

Utilities
157
+ 1.29%
$99.35 - $117.71 $15.6K - $18.5K
12.4K $1.43B
QQQ
Invesco Qqq Trust, Series 1

ETFs
414
New
$434.77 - $502.96 $180K - $208K
414 $202M
PG
Procter & Gamble CO

Consumer Defensive
194
+ 1.04%
$160.76 - $177.82 $31.2K - $34.5K
18.8K $3.26B
JPM
Jpmorgan Chase & CO

Financial Services
591
+ 10.49%
$194.9 - $224.8 $115K - $133K
6.23K $1.31B
HYDB
Ishares Tr Edge High Yield Def

ETFs
2.42K
+ 55.93%
$46.14 - $48.06 $111K - $116K
6.74K $324M
AMP
Ameriprise Financial Inc

Financial Services
160
+ 19.44%
$391.53 - $469.81 $62.6K - $75.2K
983 $462M
IDXX
Idexx Laboratories Inc

Healthcare
64
+ 1.63%
$455.08 - $517.19 $29.1K - $33.1K
4K $2.02B
ON
On Semiconductor Corp

Technology
491
+ 3.56%
$66.39 - $78.74 $32.6K - $38.7K
14.3K $1.04B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
440
+ 1.99%
$147.95 - $191.05 $65.1K - $84.1K
22.5K $3.91B
CNI
Canadian National Railway CO

Industrials
865
+ 5.6%
$110.1 - $123.65 $95.2K - $107K
16.3K $1.91B
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.66K
+ 4.84%
$17.35 - $18.22 $46.2K - $48.5K
57.7K $1.04B
PANW
Palo Alto Networks Inc

Technology
89
+ 0.66%
$294.18 - $368.01 $26.2K - $32.8K
13.6K $4.65B
VNQ
Vanguard Specialized Funds Van

ETFs
81
+ 1.53%
$82.97 - $98.97 $6.72K - $8.02K
5.39K $525M
VDC
Vanguard Consumer Staples ETF

ETFs
13
+ 0.24%
$201.77 - $221.32 $2.62K - $2.88K
5.5K $1.2B
PEP
Pepsico Inc

Consumer Defensive
306
+ 22.68%
$161.9 - $179.3 $49.5K - $54.9K
1.66K $281M
INTU
Intuit Inc

Technology
208
+ 8.35%
$602.97 - $670.49 $125K - $139K
2.7K $1.68B
BNDC
Flexshares Tr Core Select Bd F

ETFs
665
+ 1.79%
$21.77 - $23.0 $14.5K - $15.3K
37.7K $860M
FXZ
First Tr Exchange Traded Fd Fi

ETFs
384
+ 4.81%
$61.2 - $67.95 $23.5K - $26.1K
8.36K $560M
FXU
First Tr Exchange Traded Fd Ut

ETFs
28
+ 0.38%
$32.72 - $38.48 $916 - $1.08K
7.36K $283M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.11%
$475.2 - $527.7 $475 - $528
895 $472M
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.12%
$237.84 - $263.83 $238 - $264
849 $224M
HYLS
First Tr Tactical High Yield L

ETFs
74
+ 1.34%
$40.54 - $42.23 $3K - $3.13K
5.58K $234M
FXO
First Tr Exchange Traded Fd Fi

ETFs
12
+ 0.26%
$45.78 - $51.72 $549 - $621
4.65K $238M
AMZN
Amazon Com Inc

Consumer Cyclical
1.05K
+ 3.64%
$161.02 - $200.0 $169K - $210K
29.8K $5.56B
QCOM
Qualcomm Inc

Technology
20
+ 1.67%
$156.12 - $209.64 $3.12K - $4.19K
1.22K $207M
MRK
Merck & Co., Inc.

Healthcare
837
+ 6.08%
$111.15 - $128.97 $93K - $108K
14.6K $1.66B
INTC
Intel Corp

Technology
7
+ 0.04%
$18.9 - $34.87 $132 - $244
19.2K $450M
MSFT
Microsoft Corp

Technology
340
+ 2.05%
$395.15 - $467.56 $134K - $159K
16.9K $7.29B
GOOGL
Alphabet Inc.

Communication Services
869
+ 2.44%
$148.65 - $191.18 $129K - $166K
36.5K $6.06B
Activity Summary
Buys All Purchases 49 New Holdings 5 Increased Positions 44 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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