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ROI FINANCIAL ADVISORS, LLC 13F portfolio summary

ROI FINANCIAL ADVISORS, LLC of ROI FINANCIAL ADVISORS, LLC has 66 current stock holdings with a reported portfolio value of $167.2M. The portfolio 1 year return is +21.52%. Top holdings include FPE (0.00%), NVDA (6.40%), GOOGL (5.95%), AAPL (5.88%), AVGO (5.77%).

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ROI FINANCIAL ADVISORS, LLC

ROI FINANCIAL ADVISORS, LLC
Latest filing: 2026-03-31

ROI FINANCIAL ADVISORS, LLC runs ROI FINANCIAL ADVISORS, LLC and currently holds 66 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $167.23M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ROI FINANCIAL ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ROI FINANCIAL ADVISORS, LLC's portfolio at ROI FINANCIAL ADVISORS, LLC has delivered returns of +21.52%. Their 3-year annualized return is +50.63%. Looking at the 5-year horizon, ROI FINANCIAL ADVISORS, LLC has achieved +50.63% annualized returns at ROI FINANCIAL ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+21.52%
#0/1000
3 Year
+50.63%
#0/1000
5 Year
+50.63%
#0/1000

Portfolio Value

$167.23M

Alpha Score

39.4

#0 of 1000

Holdings

66

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change