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| Name: |
Roth Financial Partners LLC |
| City: |
KINGWOOD |
| State: |
TX |
| Zip: |
77339 |
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data |
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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 |
|
AAPL |
Apple Inc |
13 |
- |
$194.03 |
$1,983,000 |
11,565 |
0.88% |
-244,000 |
0 |
0 |
Personal Computers |
|
|
ACWI |
iShares MSCI ACWI Index |
14 |
- |
$111.30 |
$1,774,000 |
16,108 |
0.79% |
135,000 |
0 |
0.01 |
Closed - End Fund - E... |
|
|
NVDA |
NVIDIA Corporation |
16 |
- |
$1,150.00 |
$768,000 |
850 |
0.34% |
347,000 |
0 |
0 |
Semiconductor - Speci... |
|
|
MSFT |
Microsoft Corp |
19 |
- |
$413.52 |
$460,000 |
1,094 |
0.2% |
49,000 |
0 |
0 |
Application Software |
|
|
AMZN |
Amazon.com Inc |
20 |
- |
$178.34 |
$400,000 |
2,220 |
0.18% |
63,000 |
0 |
0 |
Internet Software & S... |
|
|
SLB |
Schlumberger Ltd |
21 |
- |
$44.07 |
$378,000 |
6,900 |
0.17% |
19,000 |
0 |
0 |
Oil & Gas Equipment &... |
|
|
AMD |
Advanced Micro Devices Inc |
23 |
- |
$163.55 |
$361,000 |
2,000 |
0.16% |
66,000 |
0 |
0 |
Semiconductor- Broad... |
|
|
GOOG |
Alphabet Inc |
25 |
- |
$174.42 |
$305,000 |
2,000 |
0.14% |
23,000 |
0 |
0 |
Search Engines & Info... |
|
|
AVGO |
Broadcom Limited |
24 |
- |
$1,321.90 |
$305,000 |
230 |
0.14% |
48,000 |
0 |
0 |
Semiconductor- Broad... |
|
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UNH |
Unitedhealth Group Inc |
27 |
- |
$497.44 |
$229,000 |
462 |
0.1% |
-14,000 |
0 |
0 |
Health Care Plans |
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