Roi Financial Advisors, LLC Reduced Holdings in Q4 2024

Roi Financial Advisors, LLC

  • $147 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-1.03K
- 7.91%
$727.2 - $932.06 $748K - $958K
12K $9.24B
IDXX
Idexx Laboratories Inc

Healthcare
-675
- 16.89%
$406.92 - $495.42 $275K - $334K
3.32K $1.37B
UNH
Unitedhealth Group Inc

Healthcare
-216
- 4.12%
$485.52 - $625.25 $105K - $135K
5.03K $2.54B
NKE
Nike, Inc.

Consumer Cyclical
-2.91K
- 17.58%
$73.36 - $89.13 $213K - $259K
13.6K $1.03B
ELV
Elevance Health, Inc.

Healthcare
-471
- 31.23%
$365.96 - $514.62 $172K - $242K
1.04K $382M
CNI
Canadian National Railway CO

Industrials
-1.34K
- 8.23%
$100.62 - $117.12 $135K - $157K
15K $1.52B
MRK
Merck & Co., Inc.

Healthcare
-1.65K
- 11.33%
$96.31 - $114.76 $159K - $190K
12.9K $1.29B
NVDA
Nvidia Corp

Technology
-11.9K
- 12.27%
$117.0 - $148.88 $1.39M - $1.77M
85.1K $11.4B
HD
Home Depot, Inc.

Consumer Cyclical
-160
- 1.1%
$385.02 - $431.37 $61.6K - $69K
14.3K $5.58B
ON
On Semiconductor Corp

Technology
-2.24K
- 15.72%
$63.05 - $74.7 $141K - $168K
12K $758M
SBUX
Starbucks Corp

Consumer Cyclical
-1.03K
- 31.4%
$87.44 - $102.5 $90.4K - $106K
2.26K $206M
DUK
Duke Energy Corp

Utilities
-100
- 0.81%
$105.76 - $120.76 $10.6K - $12.1K
12.3K $1.32B
PUI
Invesco Exchange Traded Fd Tr

ETFs
-170
- 0.39%
$38.34 - $42.71 $6.52K - $7.26K
43.2K $1.67B
PEP
Pepsico Inc

Consumer Defensive
-334
- 20.18%
$151.29 - $176.1 $50.5K - $58.8K
1.32K $201M
CVX
Chevron Corp

Energy
-486
- 15.48%
$141.15 - $162.53 $68.6K - $79K
2.65K $384M
INTC
Intel Corp

Technology
-392
- 2.04%
$19.07 - $26.23 $7.48K - $10.3K
18.8K $377M
COST
Costco Wholesale Corp

Consumer Defensive
-398
- 3.9%
$873.59 - $994.69 $348K - $396K
9.8K $8.98B
VNQ
Vanguard Specialized Funds Van

ETFs
-148
- 2.75%
$87.85 - $98.6 $13K - $14.6K
5.24K $467M
HES
Hess Corp

Energy
-154
- 6.27%
$127.66 - $148.65 $19.7K - $22.9K
2.3K $306M
MCD
Mcdonalds Corp

Consumer Cyclical
-40
- 4.17%
$288.47 - $316.54 $11.5K - $12.7K
920 $267M
VO
Vanguard Mid Cap ETF

ETFs
-40
- 4.71%
$261.5 - $284.63 $10.5K - $11.4K
809 $214M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-13
- 1.45%
$521.84 - $558.82 $6.78K - $7.26K
882 $475M
KR
Kroger CO

Consumer Defensive
-119
- 1.75%
$55.21 - $63.3 $6.57K - $7.53K
6.68K $409M
ADP
Automatic Data Processing Inc

Industrials
-43
- 0.75%
$280.08 - $307.97 $12K - $13.2K
5.68K $1.66B
AAPL
Apple Inc.

Technology
-1.59K
- 3.76%
$221.69 - $259.02 $351K - $411K
40.5K $10.1B
TSLA
Tesla, Inc.

Consumer Cyclical
-79
- 1.82%
$213.65 - $479.86 $16.9K - $37.9K
4.26K $1.72B
AVGO
Broadcom Inc.

Technology
-1.64K
- 4.04%
$159.67 - $250.0 $262K - $410K
38.9K $9.03B
Activity Summary
Buys All Purchases 33 New Holdings 3 Increased Positions 30 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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