ROI Financial Advisors, LLC

CIK: 0002011633SEC EDGAR →

Portfolio Value

$174.1M

Holdings

65

As of

Q4 2025

New Positions

3

Closed Positions

7

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NVIDIA CORPORATION

64,407$12.0M
6.90%
2

ALPHABET INC

35,477$11.1M
6.38%
3

BROADCOM INC

31,994$11.1M
6.36%
4

ELI LILLY & CO

10,053$10.8M
6.20%
5

APPLE INC

38,632$10.5M
6.03%
6

TAIWAN SEMICONDUCTOR MFG LTD

26,393$8.0M
4.61%
7

MICROSOFT CORP

15,848$7.7M
4.40%
8

COSTCO WHSL CORP NEW

8,753$7.5M
4.33%
9

AMAZON COM INC

32,053$7.4M
4.25%
10

SPDR GOLD TR

16,267$6.4M
3.70%

Quarterly Changes

Top Buys

SLV↑ Increased
$1.8M
GQ9↑ Increased
$875K
WMT↑ Increased
$642K
COST↑ Increased
$532K
AMZN↑ Increased
$502K

Top Sells

LLY↓ Decreased
$2.7M
GOOGL↓ Decreased
$2.2M
HD↓ Decreased
$906K
NVDA↓ Decreased
$746K
AAPL↓ Decreased
$597K

New Positions (2)

$235K · 5K shares
$36K · 11K shares

Closed Positions (4)

$283K · 821 shares
$241K · 2K shares
$214K · 703 shares
$210K · 648 shares

Sector Breakdown

Sector# HoldingsValue%
Technology15$67.1M38.6%
Financial Services18$27.6M15.9%
Consumer Defensive7$19.6M11.2%
Consumer Cyclical5$14.6M8.4%
Communication Services4$13.6M7.8%
Unknown5$12.2M7.0%
Healthcare2$11.4M6.6%
Industrials5$4.4M2.5%
Energy3$1.9M1.1%
Utilities1$1.6M0.9%