StockDrifts LogoStockDrifts

Roi Financial Advisors Llc

Portfolio Manager
Roi Financial Advisors LLC
Performance
-5.09% (2026 Q1)
AUM (13F)
$167.23M
# of Holdings
66
Performance Rank
Allocation (Top 20)
77.48%

Roi Financial Advisors Llc Holdings Map

Top 50 Roi Financial Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
6.32%60.6K$10.6M
-5.92%(-3.81K)
2025-Q1: 82.4K shares2025-Q2: 79.3K shares2025-Q3: 68.4K shares2025-Q4: 64.4K shares2026-Q1: 60.6K shares
$46.51(+384.45%)
2026-03-31
GOOGL
ALPHABET INC
5.88%34.2K$9.8M
-3.66%(-1.30K)
2025-Q1: 36.6K shares2025-Q2: 36.4K shares2025-Q3: 36.7K shares2025-Q4: 35.5K shares2026-Q1: 34.2K shares
$142.69(+178.08%)
2026-03-31
AAPL
APPLE INC
5.81%38.3K$9.7M
-0.92%(-357)
2025-Q1: 40.7K shares2025-Q2: 40.3K shares2025-Q3: 38.9K shares2025-Q4: 38.6K shares2026-Q1: 38.3K shares
$182.02(+64.94%)
2026-03-31
AVGO
BROADCOM INC
5.69%30.8K$9.5M
-3.87%(-1.24K)
2025-Q1: 38.6K shares2025-Q2: 38.7K shares2025-Q3: 33.8K shares2025-Q4: 32.0K shares2026-Q1: 30.8K shares
$97.74(+335.02%)
2026-03-31
LLY
ELI LILLY & CO
5.42%9.8K$9.1M
-2.04%(-205)
2025-Q1: 11.7K shares2025-Q2: 11.3K shares2025-Q3: 10.6K shares2025-Q4: 10.1K shares2026-Q1: 9.8K shares
$560.02(+79.44%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
5.18%8.7K$8.7M
-0.64%(-56)
2025-Q1: 9.6K shares2025-Q2: 9.2K shares2025-Q3: 8.7K shares2025-Q4: 8.8K shares2026-Q1: 8.7K shares
$613.32(+71.03%)
2026-03-31
TSM
TAIWAN SEMICONDUCTOR MANUFAC
5.18%25.6K$8.7M
-2.96%(-782)
2025-Q1: 24.1K shares2025-Q2: 26.3K shares2025-Q3: 26.6K shares2025-Q4: 26.4K shares2026-Q1: 25.6K shares
$112.68(+258.85%)
2026-03-31
GLD
SPDR GOLD TR
4.25%16.5K$7.1M
+1.48%(+241)
2025-Q1: 15.0K shares2025-Q2: 15.2K shares2025-Q3: 15.7K shares2025-Q4: 16.3K shares2026-Q1: 16.5K shares
$201.90(+106.68%)
2026-03-31
WMT
WALMART INC
4.17%56.1K$7.0M
+0.74%(+413)
2025-Q1: 48.2K shares2025-Q2: 52.2K shares2025-Q3: 54.0K shares2025-Q4: 55.7K shares2026-Q1: 56.1K shares
$66.72(+97.01%)
2026-03-31
AMZN
AMAZON COM INC
4.02%32.3K$6.7M
+0.68%(+219)
2025-Q1: 30.4K shares2025-Q2: 30.7K shares2025-Q3: 31.4K shares2025-Q4: 32.1K shares2026-Q1: 32.3K shares
$147.85(+78.65%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Roi Financial Advisors Llc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all