ROI Financial Advisors, LLC
•CIK: 2011633•Filing: Q4 2025
**ROI Financial Advisors, LLC** manages $174M across a diversified portfolio of 65 positions. The firm exhibits a clear focus on high-growth technology and established mega-cap names, evidenced by top holdings including NVDA ($12.0M) and GOOGL ($11.1M). Significant allocations are also maintained in AVGO ($11.1M), LLY ($10.8M), and AAPL ($10.5M). This concentrated approach suggests a conviction in market leaders across the semiconductor, software, and healthcare sectors.
Total AUM
$174.1M
QoQ Performance
+4.0%
Positions
60
Top 10 Concentration
53.2%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
GOOGL
AVGO
LLY
AAPL
NVDA6.9%
GOOGL6.4%
AVGO6.4%
LLY6.2%
AAPL6.0%
TSM4.6%
MSFT4.4%
COST4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology34.4%
Other27.7%
Consumer16.0%
Financial11.1%
Healthcare6.2%
Industrial1.3%
Consumer Staples1.3%
Utilities0.9%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑38 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023