Roi Financial Advisors, LLC Reduced Holdings in Q2 2025

Roi Financial Advisors, LLC

  • $157 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-1.1K
- 28.44%
$274.35 - $599.47 $300K - $656K
2.76K $859M
LLY
Eli Lilly & CO

Healthcare
-382
- 3.27%
$713.71 - $898.95 $273K - $343K
11.3K $8.81B
AAPL
Apple Inc.

Technology
-368
- 0.91%
$172.42 - $223.89 $63.5K - $82.4K
40.3K $8.26B
MRK
Merck & Co., Inc.

Healthcare
-4.09K
- 40.6%
$73.47 - $87.12 $300K - $356K
5.98K $473M
CNI
Canadian National Railway CO

Industrials
-3.79K
- 44.62%
$92.66 - $108.13 $351K - $410K
4.7K $489M
PG
Procter & Gamble CO

Consumer Defensive
-132
- 0.72%
$157.66 - $172.39 $20.8K - $22.8K
18.3K $2.91B
ON
On Semiconductor Corp

Technology
-5.12K
- 53.18%
$31.95 - $54.21 $164K - $278K
4.51K $236M
FXZ
First Tr Exchange Traded Fd Fi

ETFs
-2.38K
- 36.36%
$46.76 - $57.2 $111K - $136K
4.17K $237M
IDXX
Idexx Laboratories Inc

Healthcare
-709
- 31.22%
$361.04 - $536.34 $256K - $380K
1.56K $838M
HES
Hess Corp

Energy
-346
- 15.42%
$126.32 - $161.29 $43.7K - $55.8K
1.9K $263M
HD
Home Depot, Inc.

Consumer Cyclical
-159
- 1.13%
$335.24 - $380.78 $53.3K - $60.5K
13.9K $5.09B
NKE
Nike, Inc.

Consumer Cyclical
-1.88K
- 17.52%
$53.27 - $72.04 $100K - $135K
8.84K $628M
VNQ
Vanguard Specialized Funds Van

ETFs
-420
- 8.17%
$79.79 - $91.42 $33.5K - $38.4K
4.72K $420M
VTI
Vanguard Total Stock Market Et

ETFs
-206
- 19.85%
$243.75 - $303.93 $50.2K - $62.6K
832 $253M
MCD
Mcdonalds Corp

Consumer Cyclical
-31
- 3.64%
$285.55 - $321.23 $8.85K - $9.96K
820 $240M
INTC
Intel Corp

Technology
-622
- 4.01%
$18.13 - $22.69 $11.3K - $14.1K
14.9K $334M
BNDC
Flexshares Tr Core Select Bd F

ETFs
-527
- 1.81%
$21.75 - $22.41 $11.5K - $11.8K
28.5K $635M
VO
Vanguard Mid Cap ETF

ETFs
-91
- 11.15%
$228.54 - $279.83 $20.8K - $25.5K
725 $203M
VDC
Vanguard Consumer Staples ETF

ETFs
-28
- 0.53%
$204.89 - $224.73 $5.74K - $6.29K
5.25K $1.15B
LMT
Lockheed Martin Corp

Industrials
-106
- 3.67%
$430.82 - $486.45 $45.7K - $51.6K
2.78K $1.29B
FXU
First Tr Exchange Traded Fd Ut

ETFs
-205
- 3.03%
$37.86 - $43.29 $7.76K - $8.87K
6.56K $278M
SNPS
Synopsys Inc

Technology
-117
- 15.68%
$380.9 - $517.66 $44.6K - $60.6K
629 $322M
COST
Costco Wholesale Corp

Consumer Defensive
-413
- 4.32%
$908.13 - $1056.85 $375K - $436K
9.16K $9.06B
Blackrock Inc
-17
- 3.14%
N/A
524 $550M
V
Visa Inc.

Financial Services
-4
- 0.02%
$308.27 - $373.31 $1.23K - $1.49K
18K $6.37B
MA
Mastercard Inc

Financial Services
-97
- 0.92%
$479.92 - $590.74 $46.6K - $57.3K
10.5K $5.88B
TSLA
Tesla, Inc.

Consumer Cyclical
-77
- 1.78%
$221.86 - $362.89 $17.1K - $27.9K
4.25K $1.35B
INTU
Intuit Inc

Technology
-188
- 7.58%
$544.07 - $787.63 $102K - $148K
2.29K $1.81B
GOOGL
Alphabet Inc.

Communication Services
-193
- 0.53%
$144.7 - $178.6 $27.9K - $34.5K
36.4K $6.42B
MSFT
Microsoft Corp

Technology
-598
- 3.55%
$354.56 - $497.45 $212K - $297K
16.3K $8.08B
NVDA
Nvidia Corp

Technology
-3.13K
- 3.8%
$94.31 - $157.99 $295K - $494K
79.3K $12.5B
Activity Summary
Buys All Purchases 39 New Holdings 12 Increased Positions 27 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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