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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$12.5 Billion 7.96% of portfolio
79,275
Q2 2025 Reduced 3.8%
$439B
$9.06 Billion 5.76% of portfolio
9,157
Q2 2025 Reduced 4.32%
$608B
$8.81 Billion 5.6% of portfolio
11,301
Q2 2025 Reduced 3.27%
$3.69T
$8.26 Billion 5.25% of portfolio
40,283
Q2 2025 Reduced 0.91%
$3.95T
$8.08 Billion 5.14% of portfolio
16,253
Q2 2025 Reduced 3.55%
$2.26T
$6.75 Billion 4.29% of portfolio
30,749
Q2 2025 Added 1.05%
$1.21T
$6.42 Billion 4.08% of portfolio
36,407
Q2 2025 Reduced 0.53%
$551B
$6.37 Billion 4.05% of portfolio
17,952
Q2 2025 Reduced 0.02%
$1.27T
$5.97 Billion 3.79% of portfolio
26,347
Q2 2025 Added 9.16%
$548B
$5.88 Billion 3.74% of portfolio
10,468
Q2 2025 Reduced 0.92%
$281B
$5.1 Billion 3.24% of portfolio
52,193
Q2 2025 Added 8.3%
$405B
$5.09 Billion 3.23% of portfolio
13,880
Q2 2025 Reduced 1.13%
$210B
$3.37 Billion 2.14% of portfolio
11,447
Q2 2025 Added 11.01%
$368B
$2.91 Billion 1.85% of portfolio
18,259
Q2 2025 Reduced 0.72%
$859B
$2.66 Billion 1.69% of portfolio
9,158
Q2 2025 Added 19.14%
$621B
$2.03 Billion 1.29% of portfolio
4,180
Q2 2025 Added 33.29%
$306B
$1.42 Billion 0.9% of portfolio
20,073
Q2 2025 Reduced 2.94%
$1.08T
$1.35 Billion 0.86% of portfolio
4,248
Q2 2025 Reduced 1.78%
$1.78T
$1.02 Billion 0.65% of portfolio
1,388
Q2 2025 Added 45.8%
$245B
$859 Million 0.55% of portfolio
2,755
Q2 2025 Reduced 28.44%
$218B
$659 Million 0.42% of portfolio
1,697
Q2 2025 Added 4.24%
$203B
$574 Million 0.36% of portfolio
19,826
Q2 2025 New
$203B
$473 Million 0.3% of portfolio
5,976
Q2 2025 Reduced 40.6%
$302B
$345 Million 0.22% of portfolio
2,408
Q2 2025 Added 6.6%
$442B
$295 Million 0.19% of portfolio
2,739
Q2 2025 New
$222B
$240 Million 0.15% of portfolio
820
Q2 2025 Reduced 3.64%
$684B
$230 Million 0.15% of portfolio
1,051
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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