Roi Financial Advisors, LLC Portfolio Holdings

Roi Financial Advisors, LLC

  • $145 Billion
  • Q3 2024

Roi Financial Advisors, LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $145 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $11.8B, Eli Lilly & CO with a value of $11.5B, Apple Inc. with a value of $9.81B, Costco Wholesale Corp with a value of $9.04B, and Microsoft Corp with a value of $7.29B.

Examining the 13F form we can see an increase of $7.03B in the current position value, from $138B to 145B.

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 $145 Billion
Technology: $50 Billion
Healthcare: $19.3 Billion
Consumer Defensive: $18.7 Billion
ETFs: $15.2 Billion
Consumer Cyclical: $14.6 Billion
Financial Services: $12.7 Billion
Communication Services: $6.37 Billion
Industrials: $5.55 Billion
Other: $2.22 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.97B
$474 Million 0.33% of portfolio
360
Q3 2024 Added 66.67%

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $145 Billion
  • Prior Value $138 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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