ROI Financial Advisors, LLC - Portfolio overview

ROI Financial Advisors, LLC has 73 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 6.25%
2. GOOGL - ALPHABET INC, 5.81%
3. AAPL - APPLE INC, 5.74%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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