Holdings
ROI Financial Advisors, LLC
As of Sep 30, 2026, ROI Financial Advisors, LLC reported 69 positions worth US$191M. Largest: Nvidia Corporation, Apple Inc and Taiwan Semiconductor Manufacturing Co., Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 56,421 | US$12.9M | −2,011 | Sep 30, 2026 |
| Apple Inc | 36,356 | US$12.1M | −996 | Sep 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 24,929 | US$11.4M | −531 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 32,992 | US$11.3M | −928 | Sep 30, 2026 |
| Eli Lilly And Company | 9,214 | US$10.7M | −306 | Sep 30, 2026 |
| Broadcom Inc. | 28,107 | US$9.87M | −2,363 | Sep 30, 2026 |
| Palo Alto Networks, Inc. | 24,352 | US$9.68M | −1,895 | Sep 30, 2026 |
| Amazon.com, Inc. | 31,972 | US$7.97M | −474 | Sep 30, 2026 |
| Microsoft Corp. | 15,486 | US$7.94M | −278 | Sep 30, 2026 |
| Costco Wholesale Corporation | 8,518 | US$7.75M | −97 | Sep 30, 2026 |