The Analysis of Roth Financial Partners LLC's Holdings


Currently, Roth Financial Partners LLC holds 32 types of securities in its portfolio with a total value $303.1M. In the most recent quarter, they have increased their positions in N/A (+5.0K shares, valued at $959.5K), VGIT (+4.6K shares, valued at $278.2K), VGSH (+3.6K shares, valued at $212.9K); decreased their positions in N/A (-922 shares, valued at $578.2K), SPY (-269 shares, valued at $183.5K), VTEB (-3.6K shares, valued at $181.7K); initiated new positions in RDDT (+900 shares, valued at $206.9K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IEFA ISHARES TR743.1K shares0.09%2025-12-312026-01-29history
IVV ISHARES TR93.8K shares-0.27%2025-12-312026-01-29history
SPY SPDR S&P 500 ETF TR53.1K shares-0.50%2025-12-312026-01-29history
IJR ISHARES TR198.3K shares0.90%2025-12-312026-01-29history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T113.9K shares4.60%2025-12-312026-01-29history
VANGUARD INDEX FDS VANGUARD INDEX FDS31.3K shares-2.86%2025-12-312026-01-29history
VGIT VANGUARD SCOTTSDALE FDS290.7K shares1.62%2025-12-312026-01-29history
VTEB VANGUARD MUN BD FDS237.3K shares-1.50%2025-12-312026-01-29history
Sponsored
VEA VANGUARD TAX-MANAGED INTL FD173.9K shares-0.47%2025-12-312026-01-29history
IEMG ISHARES INC139.0K shares-1.89%2025-12-312026-01-29history
VB VANGUARD INDEX FDS11.8K shares-0.83%2025-12-312026-01-29history
AAPL APPLE INC10.8K shares0.00%2025-12-312026-01-29history
ACWI ISHARES TR15.6K shares-1.09%2025-12-312026-01-29history
VWO VANGUARD INTL EQUITY INDEX F36.4K shares-0.07%2025-12-312026-01-29history
SUB ISHARES TR15.5K shares0.39%2025-12-312026-01-29history
NVDA NVIDIA CORPORATION8.0K shares0.00%2025-12-312026-01-29history
Sponsored
VGSH VANGUARD SCOTTSDALE FDS17.3K shares26.60%2025-12-312026-01-29history
IBM INTERNATIONAL BUSINESS MACHS3.2K shares0.00%2025-12-312026-01-29history
BROADCOM BROADCOM2.3K shares0.00%2025-12-312026-01-29history
XOM EXXON MOBIL CORP5.3K shares-0.02%2025-12-312026-01-29history
ALPHABET INC ALPHABET INC2.0K shares0.00%2025-12-312026-01-29history
JPM JPMORGAN CHASE & COM1.9K shares0.00%2025-12-312026-01-29history
MSFT MICROSOFT CORP1.1K shares0.00%2025-12-312026-01-29history
AMZN AMAZON COM INC2.2K shares0.00%2025-12-312026-01-29history
Sponsored
VTI VANGUARD INDEX FDS1.3K shares0.00%2025-12-312026-01-29history
AMD ADVANCED MICRO DEVICES INC2.0K shares0.00%2025-12-312026-01-29history
META META PLATFORMS INC462 shares0.00%2025-12-312026-01-29history
APA CORPORATION APA CORPORATION12.0K shares-28.55%2025-12-312026-01-29history
SLB SCHLUMBERGER LTD6.9K shares0.00%2025-12-312026-01-29history
VXUS VANGUARD STAR FDS3.2K shares1.46%2025-12-312026-01-29history
CDNS CADENCE DESIGN SYSTEM INC700 shares0.00%2025-12-312026-01-29history
RDDT REDDIT INC900 sharesnew addition2025-12-312026-01-29history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available