Roth Financial Partners LLC Portfolio Holdings by Sector

Roth Financial Partners LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IEFA IVV SPY IJR VOO RSP VGIT VTEB 16 stocks	$267,102 96.6% of portfolio	8	7	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,208 0.8% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO AMD 3 stocks	$2,179 0.79% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$943 0.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META 2 stocks	$694 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$574 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$544 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$544 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$487 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy APA 1 stocks	$416 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$363 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy SLB 1 stocks	$233 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CDNS 1 stocks	$215 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts

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