Holdings

Roth Financial Partners LLC

As of Sep 30, 2026, Roth Financial Partners LLC reported 16 positions worth US$13.9M. Largest: Apple Inc, Chevron Corporation and Nvidia Corporation. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc10,645US$3.54Mno changeSep 30, 2026
Chevron Corporation13,193US$2.69Mno changeSep 30, 2026
Nvidia Corporation8,000US$1.83Mno changeSep 30, 2026
Advanced Micro Devices Inc1,500US$918Kno changeSep 30, 2026
Alphabet Inc (google) Class C2,000US$681K+23Sep 30, 2026
Apa Corporation13,979US$581Kno changeSep 30, 2026
Microsoft Corp.1,094US$561Kno changeSep 30, 2026
International Business Machines Corporation2,175US$478K−25Sep 30, 2026
Jp Morgan Chase & Co.1,368US$453K−500Sep 30, 2026
Micron Technology, Inc.420US$447KnewSep 30, 2026