Roth Financial Partners

Roth Financial Partners as of March 31, 2025

Portfolio Holdings for Roth Financial Partners

Roth Financial Partners holds 31 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 22.5 $57M 754k 75.65
Ishares Tr Core S&p500 Etf (IVV) 20.9 $53M 94k 561.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 12.0 $31M 55k 559.12
Ishares Tr Core S&p Scp Etf (IJR) 7.6 $19M 184k 104.56
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 6.7 $17M 99k 173.19
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.9 $15M 254k 59.40
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.7 $14M 28k 513.91
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 5.4 $14M 278k 49.62
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 3.5 $8.9M 174k 50.89
Ishares Core Msci Emkt (IEMG) 2.9 $7.5M 138k 53.97
Vanguard Index Fds Small Cp Etf (VB) 1.2 $3.0M 14k 221.75
Apple (AAPL) 0.9 $2.4M 11k 222.13
Ishares Tr Msci Acwi Etf (ACWI) 0.7 $1.8M 16k 116.39
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $1.7M 38k 45.26
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $1.0M 9.9k 105.60
NVIDIA Corporation (NVDA) 0.3 $867k 8.0k 108.38
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $837k 14k 58.69
International Business Machines (IBM) 0.3 $796k 3.2k 248.66
Exxon Mobil Corporation (XOM) 0.3 $634k 5.3k 118.93
Apa Corporation (APA) 0.2 $504k 24k 21.02
JPMorgan Chase & Co. (JPM) 0.2 $460k 1.9k 245.30
Amazon (AMZN) 0.2 $422k 2.2k 190.26
Microsoft Corporation (MSFT) 0.2 $411k 1.1k 375.39
Broadcom (AVGO) 0.2 $385k 2.3k 167.43
Alphabet Cap Stk Cl C (GOOG) 0.1 $313k 2.0k 156.23
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $310k 1.1k 274.84
Schlumberger (SLB) 0.1 $288k 6.9k 41.80
Meta Platforms Cl A (META) 0.1 $266k 462.00 576.36
UnitedHealth (UNH) 0.1 $228k 435.00 523.75
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $210k 4.2k 49.90
Advanced Micro Devices (AMD) 0.1 $206k 2.0k 102.74