Roth Financial Partners LLC has filed its 13F form on July 03, 2024 for Q2 2024 where it was disclosed a total value porftolio of $232 Million distributed in 32 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $47.8M, Ishares Core S&P 500 ETF with a value of $47M, Spdr S&P 500 ETF Trust with a value of $31M, Ishares Core S&P Sm Cap ETF with a value of $19.4M, and Invesco S&P 500 Equal Weight E with a value of $15.8M.
Examining the 13F form we can see an increase of $6.02M in the current position value, from $226M to 232M.
Below you can find more details about Roth Financial Partners LLC portfolio as well as his latest detailed transactions.