Roth Financial Partners LLC

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Eric Johnson - Chief Compliance Officer
Location
Kingwood, TX
Holdings as of
December 31, 2024
Value $
$251M
Num holdings
32
Date filed
1/14/2025, 11:59 AM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IVV, IEFA, SPY, IJR, and RSP.
Previous filing
Q3 2024 - Jan 14, 2025
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q4 compared to 2024 Q3 - Restatement by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Eric Johnson Chief Compliance Officer Kingwood, Texas 1/14/2025