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  Name: ROI Financial Advisors LLC
  City: Beaverton
  State: OR
  Zip: 97003
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $127,172,000
  Total Value Change : $6,326,000
  Securities Held Change : 1
   
All Securities Held : 63
  New Positions : 3
  Closed Positions : 2
  Increased Positions : 10
  Unchanged Positions : 1
  Decreased Positions : 49

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     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
   (FXO)1 Year Chart         FXO First Trust Financials Alph... 58 New $45.89 $220,000 4,623 0.17% 220,000 4,623 0.015    Closed - End Fund - Debt
   (MCD)1 Year Chart         MCD McDonalds Corp 59 New $249.37 $214,000 759 0.17% 214,000 759 0    Restaurants
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 61 New $208.26 $201,000 1,185 0.16% 201,000 1,185 0    Communication Equipment

      3 Records Found
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