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ROI FINANCIAL ADVISORS, LLC
ROI FINANCIAL ADVISORS, LLC
Latest filing: 2026-06-30
ROI FINANCIAL ADVISORS, LLC runs ROI FINANCIAL ADVISORS, LLC and currently holds 70 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $193.25M. Their top holdings are TSM, GOOGL, NVDA, AVGO, LLY. The top five represent 30.3% of reported portfolio weight. ROI FINANCIAL ADVISORS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, ROI FINANCIAL ADVISORS, LLC initiated 3 new positions. They added to 34 existing positions. They trimmed 27 positions. Their current best-performing preview position is MU with returns of +241.56%.
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70 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 6.29% | $122.08 | $418.87 | +243.11% | Trimmed -0.59% |
 GOOGL ALPHABET INC | 6.05% | $141.44 | $344.82 | +143.79% | Trimmed -4.22% |
 NVDA NVIDIA CORPORATION | 6.05% | $49.52 | $214.76 | +333.68% | Trimmed -3.57% |
 AVGO BROADCOM INC | 5.96% | $112.13 | $368.45 | +228.59% | Trimmed -0.93% |
 LLY ELI LILLY & CO | 5.91% | $582.92 | $1,254.77 | +115.26% | Trimmed -3.33% |
 AAPL APPLE INC | 5.59% | $192.62 | $309.35 | +60.60% | Trimmed -2.41% |
 PANW PALO ALTO NETWORKS INC | 4.63% | $149.73 | $358.04 | +139.12% | Trimmed -2.90% |
 COST COSTCO WHOLESALE CORPORATION | 4.17% | $660.66 | $947.74 | +43.45% | Trimmed -0.94% |
 AMZN AMAZON COM INC | 4.00% | $159.70 | $258.63 | +61.95% | Added +0.54% |
 WMT WALMART INC | 3.29% | $68.05 | $103.70 | +52.39% | Added +0.14% |
Showing 1-10 of 70