Roi Financial Advisors, LLC New Holdings in Q3 2024

Roi Financial Advisors, LLC

  • $145 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SNPS
Synopsys Inc

Technology
652
New
$463.97 - $621.3 $303K - $405K
652 $330M
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
QQQ
Invesco Qqq Trust, Series 1

ETFs
414
New
$434.77 - $502.96 $180K - $208K
414 $202M
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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