Roi Financial Advisors, LLC Sells in Q1 2025

Roi Financial Advisors, LLC

  • $138 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-360
- 0.92%
$167.43 - $244.7 $60.3K - $88.1K
38.6K $6.46B
NVDA
Nvidia Corp

Technology
-2.7K
- 3.18%
$106.98 - $149.43 $289K - $404K
82.4K $8.93B
GOOGL
Alphabet Inc.

Communication Services
-209
- 0.57%
$154.33 - $206.19 $32.3K - $43.1K
36.6K $5.66B
AMZN
Amazon Com Inc

Consumer Cyclical
-164
- 0.54%
$190.26 - $242.06 $31.2K - $39.7K
30.4K $5.79B
MSFT
Microsoft Corp

Technology
-240
- 1.4%
$375.39 - $447.2 $90.1K - $107K
16.9K $6.33B
CNI
Canadian National Railway CO

Industrials
-6.47K
- 43.24%
$95.46 - $106.79 $618K - $691K
8.49K $828M
UNH
Unitedhealth Group Inc

Healthcare
-1.18K
- 23.47%
$461.52 - $548.18 $545K - $647K
3.85K $2.02B
HD
Home Depot, Inc.

Consumer Cyclical
-302
- 2.11%
$347.25 - $424.87 $105K - $128K
14K $5.15B
IDXX
Idexx Laboratories Inc

Healthcare
-1.05K
- 31.64%
$406.29 - $469.04 $427K - $493K
2.27K $954M
MRK
Merck & Co., Inc.

Healthcare
-2.88K
- 22.27%
$83.01 - $101.02 $239K - $291K
10.1K $903M
NKE
Nike, Inc.

Consumer Cyclical
-2.92K
- 21.44%
$63.29 - $81.72 $185K - $239K
10.7K $680M
LMT
Lockheed Martin Corp

Industrials
-241
- 7.71%
$423.19 - $506.29 $102K - $122K
2.89K $1.29B
INTU
Intuit Inc

Technology
-267
- 9.72%
$555.63 - $630.23 $148K - $168K
2.48K $1.52B
BNDC
Flexshares Tr Core Select Bd F

ETFs
-9.35K
- 24.36%
$21.51 - $22.34 $201K - $209K
29K $645M
ELV
Elevance Health, Inc.

Healthcare
-448
- 43.2%
$365.9 - $436.25 $164K - $195K
589 $256M
FXZ
First Tr Exchange Traded Fd Fi

ETFs
-1.87K
- 22.23%
$54.79 - $60.63 $103K - $114K
6.55K $363M
SNPS
Synopsys Inc

Technology
-58
- 7.21%
$428.58 - $551.54 $24.9K - $32K
746 $320M
Blackrock Inc
-6
- 1.1%
N/A
541 $512M
PG
Procter & Gamble CO

Consumer Defensive
-492
- 2.61%
$158.56 - $176.26 $78K - $86.7K
18.4K $3.13B
HYLS
First Tr Tactical High Yield L

ETFs
-596
- 10.54%
$40.95 - $41.77 $24.4K - $24.9K
5.06K $208M
INTC
Intel Corp

Technology
-3.29K
- 17.48%
$19.1 - $27.39 $62.8K - $90K
15.5K $352M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-306
- 6.56%
$50.93 - $57.24 $15.6K - $17.5K
4.36K $231M
VDC
Vanguard Consumer Staples ETF

ETFs
-245
- 4.44%
$206.54 - $226.16 $50.6K - $55.4K
5.27K $1.15B
CVX
Chevron Corp

Energy
-395
- 14.88%
$146.71 - $167.97 $58K - $66.3K
2.26K $378M
FXU
First Tr Exchange Traded Fd Ut

ETFs
-628
- 8.5%
$37.42 - $41.14 $23.5K - $25.8K
6.76K $277M
VNQ
Vanguard Specialized Funds Van

ETFs
-102
- 1.95%
$85.55 - $94.34 $8.73K - $9.62K
5.14K $465M
MCD
Mcdonalds Corp

Consumer Cyclical
-69
- 7.5%
$279.74 - $321.29 $19.3K - $22.2K
851 $266M
HES
Hess Corp

Energy
-60
- 2.6%
$135.42 - $160.52 $8.13K - $9.63K
2.24K $358M
COST
Costco Wholesale Corp

Consumer Defensive
-232
- 2.37%
$890.62 - $1076.86 $207K - $250K
9.57K $9.05B
KO
Coca Cola CO

Consumer Defensive
-1.28K
- 5.82%
$60.81 - $72.32 $77.8K - $92.5K
20.7K $1.48B
FDL
First Tr Morningstar Dividend

ETFs
-2.09K
- 2.81%
$39.69 - $43.83 $83K - $91.7K
72.3K $3.14B
DUK
Duke Energy Corp

Utilities
-153
- 1.25%
$105.87 - $121.97 $16.2K - $18.7K
12.1K $1.48B
MA
Mastercard Inc

Financial Services
-135
- 1.26%
$504.67 - $576.31 $68.1K - $77.8K
10.6K $5.79B
LLY
Eli Lilly & CO

Healthcare
-287
- 2.4%
$725.72 - $929.72 $208K - $267K
11.7K $9.65B
V
Visa Inc.

Financial Services
-321
- 1.76%
$306.92 - $362.71 $98.5K - $116K
18K $6.29B
Activity Summary
Buys All Purchases 25 New Holdings 3 Increased Positions 22 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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