ROI Financial Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Beaverton, OR
CIK
0002011633
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 63 127,172 LLY, NVDA, COST, AAPL 13F-HR 5/13/2024 000194104024000251
Q4 2023 62 120,846 LLY, AAPL, COST, MSFT 13F-HR 2/13/2024 000194104024000115