Roth Financial Partners LLC Portfolio Holdings
Roth Financial Partners LLC
- $253 Million
- Q1 2025
Roth Financial Partners LLC has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $253 Million distributed in 31 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $57M, Ishares Core S&P 500 ETF with a value of $52.8M, Spdr S&P 500 ETF Trust with a value of $30.5M, Ishares Core S&P Sm Cap ETF with a value of $19.2M, and Invesco S&P 500 Equal Weight E with a value of $17.1M.
Examining the 13F form we can see an increase of $1.74M in the current position value, from $251M to 253M.
Below you can find more details about Roth Financial Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$253 Million
ETFs: $245 Million
Technology: $5.05 Million
Energy: $1.43 Million
Communication Services: $578,000
Financial Services: $460,000
Consumer Cyclical: $422,000
Healthcare: $227,000
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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