Roth Financial Partners LLC Portfolio Holdings by Sector
Roth Financial Partners LLC
- $245 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IEFA IVV SPY IJR RSP VOO VTEB VGIT 16 stocks |
$236,598
96.39% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,693
1.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AMD AVGO 3 stocks |
$1,399
0.57% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$714
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$624
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG META 2 stocks |
$598
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
APA 1 stocks |
$585
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$470
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$413
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$395
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$289
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$254
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$226
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
CDNS 1 stocks |
$189
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|