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  Name: Roth Financial Partners LLC
  City: KINGWOOD
  State: TX
  Zip: 77339
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $225,779,000
  Total Value Change : $30,492,000
  Securities Held Change : 3
   
All Securities Held : 30
  New Positions : 4
  Closed Positions : 1
  Increased Positions : 12
  Unchanged Positions : 10
  Decreased Positions : 4

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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VGSH)1 Year Chart         VGSH Vanguard Scottsdale Funds 26 New $57.74 $231,000 3,977 0.1% 231,000 3,977 0    Closed - End Fund - Debt
   (FB)1 Year Chart         FB Meta Platforms Inc 28 New $479.92 $224,000 462 0.1% 224,000 462 0    Internet Service Prov...
   (CDNS)1 Year Chart         CDNS Cadence Design Systems Inc 29 New $296.21 $218,000 700 0.1% 218,000 700 0    Technical & System So...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 30 New $261.87 $204,000 785 0.09% 204,000 785 0    Closed - End Fund - E...

      4 Records Found
  1    
Page 1 of 1
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