ROI Financial Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 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
Q4 2024 62 146,831 NVDA, AAPL, LLY, AVGO 13F-HR 2/12/2025 000194104025000145
Q3 2024 64 144,797 NVDA, LLY, AAPL, COST 13F-HR 11/5/2024 000194104024000470
Q2 2024 64 137,768 NVDA, LLY, AAPL, COST 13F-HR 8/12/2024 000194104024000363
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