Roth Financial Partners LLC Portfolio Holdings
Roth Financial Partners LLC
- $277 Million
- Q2 2025
Roth Financial Partners LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $277 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 $62.5M, Ishares Core S&P 500 ETF with a value of $57.7M, Spdr S&P 500 ETF Trust with a value of $33.3M, Ishares Core S&P Sm Cap ETF with a value of $21.3M, and Vanguard Index Fds S&P 500 ETF with a value of $18.4M.
Examining the 13F form we can see an increase of $23.4M in the current position value, from $253M to 277M.
Below you can find more details about Roth Financial Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$277 Million
ETFs: $267 Million
Technology: $6.09 Million
Energy: $1.22 Million
Communication Services: $694,000
Financial Services: $544,000
Consumer Cyclical: $487,000
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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