ROI Financial Advisors, LLC

13F Filings History

Latest 13F report
Q2 2025 - Aug 6, 2025
Value $
$157M
Signature - Title
Lance Johnson - Chief Compliance Officer
Location
Beaverton, OR
Summary
This page shows a list of all the recent 13F filings made by ROI Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ROI Financial Advisors, LLC reported 71 stock holdings with total value $157M as of Q2 2025. Top holdings included NVDA, AVGO, COST, LLY, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 71 $157M +$9.36M -$4.75M +$4.61M NVDA, AVGO, COST, LLY, AAPL 13F-HR 8/5/2025, 08:02 PM
Q1 2025 61 $138M +$3.87M -$5.72M -$1.85M LLY, COST, AAPL, NVDA, AVGO 13F-HR 5/9/2025, 01:09 PM
Q4 2024 62 $147M +$5.96M -$6.18M -$223K NVDA, AAPL, LLY, AVGO, COST 13F-HR 2/12/2025, 07:54 PM
Q3 2024 64 $145M +$12.1M -$4.38M +$7.76M NVDA, LLY, AAPL, COST, MSFT 13F-HR 11/5/2024, 08:11 PM
Q2 2024 64 $137M +$13.8M -$1.58M +$12.3M NVDA, LLY, AAPL, COST, MSFT 13F-HR 8/9/2024, 07:26 PM
Q1 2024 63 $127M +$2.06M -$8.84M -$6.79M LLY, NVDA, COST, AAPL, MSFT 13F-HR 5/13/2024, 04:05 PM
Q4 2023 62 $121M LLY, AAPL, COST, MSFT, NVDA 13F-HR 2/13/2024, 12:09 PM