Roi-Financial-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-09
Total Holdings
61
Total Value
137618319
Accession Number
0001941040-25-000272
Form Type
13F-HR
Manager Name
Roi-Financial-Advisors
Data Enrichment
82% identified
50 identified11 unidentified

Holdings

61 positions • $137.6M total value
Manager:
Search and click to pin securities to the top
Page 4 of 4
ABBOTT LABORATORIES
Shares:1.6K
Value:$207.3K
% of Portfolio:0.2% ($207.3K/$137.6M)