Top 50 Roi Financial Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.32% | 60.6K | $10.6M | -5.92%(-3.81K) | $46.51(+384.45%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.88% | 34.2K | $9.8M | -3.66%(-1.30K) | $142.69(+178.08%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.81% | 38.3K | $9.7M | -0.92%(-357) | $182.02(+64.94%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 5.69% | 30.8K | $9.5M | -3.87%(-1.24K) | $97.74(+335.02%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 5.42% | 9.8K | $9.1M | -2.04%(-205) | $560.02(+79.44%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 5.18% | 8.7K | $8.7M | -0.64%(-56) | $613.32(+71.03%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 5.18% | 25.6K | $8.7M | -2.96%(-782) | $112.68(+258.85%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 4.25% | 16.5K | $7.1M | +1.48%(+241) | $201.90(+106.68%) | 2026-03-31 | |
| WMT | WALMART INC | 4.17% | 56.1K | $7.0M | +0.74%(+413) | $66.72(+97.01%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.02% | 32.3K | $6.7M | +0.68%(+219) | $147.85(+78.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +24.27% | +91.92% |
| Top 20 Holdings Unweighted | +21.97% | +81.44% |
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