SEC Form 13F

ROI Financial Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$193,253,175
Positions70

Largest disclosed positions

IssuerTickerClassReported valueReported amount
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$12,159,06525,460
ALPHABET INCGOOGLCAP STK CL A$11,698,72432,736
NVIDIA CORPORATIONNVDACOM$11,691,66458,432
BROADCOM INCAVGOCOM$11,510,15930,470
ELI LILLY & COLLYCOM$11,418,0329,520
APPLE INCAAPLCOM$10,808,31237,352
PALO ALTO NETWORKS INCPANWCOM$8,950,58626,247
COSTCO WHOLESALE CORPORATIONCOSTCOM$8,059,4808,615
AMAZON COM INCAMZNCOM$7,733,15332,446
WALMART INCWMTCOM$6,362,26256,174

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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