Roi Financial Advisors, LLC Portfolio Holdings
Roi Financial Advisors, LLC
- $138 Billion
- Q2 2024
Roi Financial Advisors, LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $138 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 $13.6B, Eli Lilly & CO with a value of $12.5B, Apple Inc. with a value of $9.09B, Costco Wholesale Corp with a value of $8.75B, and Microsoft Corp with a value of $7.46B.
Examining the 13F form we can see an increase of $10.6B in the current position value, from $127B to 138B.
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
$138 Billion
Technology: $49.8 Billion
Healthcare: $19.9 Billion
Consumer Defensive: $17.6 Billion
ETFs: $13.1 Billion
Consumer Cyclical: $12.7 Billion
Financial Services: $11.2 Billion
Communication Services: $6.97 Billion
Industrials: $4.34 Billion
Other: $2.15 Billion
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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