Roi Financial Advisors, LLC Portfolio Holdings
Roi Financial Advisors, LLC
- $127 Billion
- Q1 2024
Roi Financial Advisors, LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $127 Billion distributed in 63 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $10.9B, Nvidia Corp with a value of $10B, Costco Wholesale Corp with a value of $7.54B, Apple Inc. with a value of $7.4B, and Microsoft Corp with a value of $7.01B.
Examining the 13F form we can see an increase of $6.33B in the current position value, from $121B to 127B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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