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 $296.7M. In the most recent quarter, they have increased their positions in RSP (+9.6K shares, valued at $1.8M), IVV (+1.1K shares, valued at $750.3K), VGIT (+10.6K shares, valued at $638.7K); decreased their positions in VTEB (-14.3K shares, valued at $716.0K), IEFA (-6.4K shares, valued at $562.0K), SPY (-584 shares, valued at $388.9K); initiated new positions in VXUS (+3.1K shares, valued at $231.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IEFA ISHARES TR742.4K shares-0.86%2025-09-302025-10-20
IVV ISHARES TR94.0K shares1.21%2025-09-302025-10-20 SPY SPDR S&P 500 ETF TR53.3K shares-1.08%2025-09-302025-10-20 IJR ISHARES TR196.5K shares0.87%2025-09-302025-10-20 RSP INVESCO EXCHANGE TRADED FD T108.9K shares9.66%2025-09-302025-10-20 VOO VANGUARD INDEX FDS32.2K shares-0.80%2025-09-302025-10-20 VGIT VANGUARD SCOTTSDALE FDS286.1K shares3.86%2025-09-302025-10-20 VTEB VANGUARD MUN BD FDS240.9K shares-5.60%2025-09-302025-10-20 VEA VANGUARD TAX-MANAGED INTL FD174.7K shares-0.21%2025-09-302025-10-20 IEMG ISHARES INC141.7K shares-0.38%2025-09-302025-10-20 VB VANGUARD INDEX FDS11.9K shares-1.81%2025-09-302025-10-20 AAPL APPLE INC10.8K shares0.00%2025-09-302025-10-20 ACWI ISHARES TR15.8K shares0.00%2025-09-302025-10-20 VWO VANGUARD INTL EQUITY INDEX F36.4K shares0.98%2025-09-302025-10-20 SUB ISHARES TR15.4K shares11.39%2025-09-302025-10-20 NVDA NVIDIA CORPORATION8.0K shares0.00%2025-09-302025-10-20 IBM INTERNATIONAL BUSINESS MACHS3.2K shares0.00%2025-09-302025-10-20 VGSH VANGUARD SCOTTSDALE FDS13.6K shares-5.90%2025-09-302025-10-20 AVGO BROADCOM2.3K shares0.00%2025-09-302025-10-20 XOM EXXON MOBIL CORP5.3K shares0.00%2025-09-302025-10-20 JPM JPMORGAN CHASE & COM1.9K shares0.00%2025-09-302025-10-20 MSFT MICROSOFT CORP1.1K shares0.00%2025-09-302025-10-20 AMZN AMAZON COM INC2.2K shares0.00%2025-09-302025-10-20 GOOG ALPHABET INC2.0K shares0.00%2025-09-302025-10-20 VTI VANGUARD INDEX FDS1.3K shares11.54%2025-09-302025-10-20 APA APA CORPORATION16.8K shares-26.37%2025-09-302025-10-20 META META PLATFORMS INC462 shares0.00%2025-09-302025-10-20 AMD ADVANCED MICRO DEVICES INC2.0K shares0.00%2025-09-302025-10-20 CDNS CADENCE DESIGN SYSTEM INC700 shares0.00%2025-09-302025-10-20 SLB SCHLUMBERGER LTD6.9K shares0.00%2025-09-302025-10-20 VXUS VANGUARD STAR FDS3.1K sharesnew addition2025-09-302025-10-20 VTIP VANGUARD MALVERN FDS4.2K shares0.00%2025-09-302025-10-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available