Roi-Financial-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "ARM", "ABT", "GOOGL", null, "BLK", "CAT", "AVGO", "DUK", null, null, "HD", "MCD", "INTU", "META", null, null, null, "MA", "MSFT", "HES", "AMP", "KR", null, "PANW", "UNH", "AAPL", "NVDA", "INTC", "LMT", "PG", "MRK", "GLD", "IBM", "SNPS", "VNQ", "VO", "TSM", "FI", "IDXX", "AMZN", null, null, null, "VOO", "V", "WMT", "ON", "ADP", "BRK-B", "CNI", "CVX", "COKE", "KO", "COST", "NKE", "ELV", "LLY", "TSLA", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified50 identified11 unidentified
Holdings
61 positions • $137.6M total value
Manager:
Search and click to pin securities to the top
Page 4 of 4
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
1.6K | QoQ NEW(+1.6K) YoY NEW(+1.6K) | All Managers (Combined) | $207.3K | 0.2% ($207.3K/$137.6M) | QoQ NEW(+$207.3K) YoY NEW(+$207.3K) |