Roi Financial Advisors, LLC filed its 13F report for Q1 2025 on May 09, 2025. The portfolio totaled 137.62 M reflecting a -6.27% change from the prior quarter, spanning 61 assets. The top 10 holdings comprised 53.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 4 complete exits.
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Roi Financial Advisors submitted their Form 13F-HR for the Q1 2025 period on 05/09/2025. This was the only submission for the quarter.
In the Q1 2025 filing, Roi Financial Advisors reported a managed portfolio value of 137.62 M, consisting of 61 individual positions.
This page displays the raw filing documents. To see which stocks Roi Financial Advisors bought or sold during Q1 2025, please visit Roi Financial Advisors's Portfolio Analysis page.