Roi Financial Advisors, LLC Portfolio Holdings

Roi Financial Advisors, LLC

  • $157 Billion
  • Q2 2025

Roi Financial Advisors, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $157 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $12.5B, Broadcom Inc. with a value of $10.7B, Costco Wholesale Corp with a value of $9.06B, Eli Lilly & CO with a value of $8.81B, and Apple Inc. with a value of $8.26B.

Examining the 13F form we can see an increase of $19.7B in the current position value, from $138B to 157B.

Roi Financial Advisors, LLC is based out at Beaverton, OR

Below you can find more details about Roi Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $157 Billion
Technology: $57.8 Billion
Consumer Defensive: $20 Billion
ETFs: $18.1 Billion
Financial Services: $17.9 Billion
Consumer Cyclical: $14.5 Billion
Healthcare: $11 Billion
Communication Services: $8.45 Billion
Industrials: $4.8 Billion
Other: $2.86 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$10.7 Billion 6.78% of portfolio
38,686
Q2 2025 Added 0.25%
$52.5B
$5.66 Billion 3.6% of portfolio
27,653
Q2 2025 Added 2.67%
$124B
$2.11 Billion 1.34% of portfolio
6,830
Q2 2025 Added 12.43%
$95.8B
$1.48 Billion 0.94% of portfolio
12,535
Q2 2025 Added 3.51%
$113B
$1.29 Billion 0.82% of portfolio
2,780
Q2 2025 Reduced 3.67%
$54.3B
$838 Million 0.53% of portfolio
1,562
Q2 2025 Reduced 31.22%
$55.2B
$716 Million 0.45% of portfolio
1,341
Q2 2025 Added 11.1%
$94.4B
$628 Million 0.4% of portfolio
8,838
Q2 2025 Reduced 17.52%
$52.6B
$574 Million 0.36% of portfolio
7,996
Q2 2025 Added 2.55%
$63.6B
$489 Million 0.31% of portfolio
4,703
Q2 2025 Reduced 44.62%
$57.4B
$480 Million 0.3% of portfolio
1,970
Q2 2025 New
$182B
$436 Million 0.28% of portfolio
10,077
Q2 2025 New
$89.6B
$334 Million 0.21% of portfolio
14,891
Q2 2025 Reduced 4.01%
$95.7B
$322 Million 0.2% of portfolio
629
Q2 2025 Reduced 15.68%
$79.5B
$292 Million 0.19% of portfolio
1,696
Q2 2025 Added 73.95%
$46.1B
$263 Million 0.17% of portfolio
1,898
Q2 2025 Reduced 15.42%
$79.9B
$203 Million 0.13% of portfolio
648
Q2 2025 New
$142B
$207 Million 0.13% of portfolio
775
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $157 Billion
  • Prior Value $138 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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