Roth Financial Partners LLC Top Holdings and 13F Report (2025) About Roth Financial Partners LLCInvestment ActivityRoth Financial Partners LLC has $253.17 million in total holdings as of March 31, 2025.Roth Financial Partners LLC owns shares of 31 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 2.26% of the portfolio was purchased this quarter.About 0.37% of the portfolio was sold this quarter.This quarter, Roth Financial Partners LLC has purchased 32 new stocks and bought additional shares in 12 stocks.Roth Financial Partners LLC sold shares of 4 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core MSCI EAFE ETF $57,019,296iShares Core S&P 500 ETF $52,790,505SPDR S&P 500 ETF Trust $30,456,079iShares Core S&P Small-Cap ETF $19,197,231Invesco S&P 500 Equal Weight ETF $17,063,951 Largest Purchases this Quarter iShares Core S&P 500 ETF 2,489 shares (about $1.40M)iShares Core MSCI EAFE ETF 17,639 shares (about $1.33M)Vanguard Intermediate-Term Treasury Index ETF 20,925 shares (about $1.24M)iShares Short-Term National Muni Bond ETF 4,710 shares (about $497.38K)iShares Core S&P Small-Cap ETF 3,399 shares (about $355.39K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 1,005 shares (about $561.92K)Vanguard S&P 500 ETF 262 shares (about $134.64K)iShares MSCI ACWI ETF 236 shares (about $27.47K)Vanguard Small-Cap ETF 20 shares (about $4.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRoth Financial Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEFAiShares Core MSCI EAFE ETF$57,019,296$1,334,390 ▲2.4%753,72522.5%ETFIVViShares Core S&P 500 ETF$52,790,505$1,398,569 ▲2.7%93,95020.9%ETFSPYSPDR S&P 500 ETF Trust$30,456,079$561,920 ▼-1.8%54,47112.0%FinanceIJRiShares Core S&P Small-Cap ETF$19,197,231$355,388 ▲1.9%183,6067.6%ETFRSPInvesco S&P 500 Equal Weight ETF$17,063,951$158,471 ▲0.9%98,5266.7%ETFVGITVanguard Intermediate-Term Treasury Index ETF$15,055,702$1,242,945 ▲9.0%253,4635.9%ETFVOOVanguard S&P 500 ETF$14,319,588$134,644 ▼-0.9%27,8645.7%ETFVTEBVanguard Tax-Exempt Bond ETF$13,777,611$23,667 ▲0.2%277,6845.4%ETFVEAVanguard FTSE Developed Markets ETF$8,869,862$294,761 ▲3.4%174,2913.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$7,464,655$218,163 ▲3.0%138,3012.9%ETFVBVanguard Small-Cap ETF$3,022,453$4,435 ▼-0.1%13,6301.2%ETFAAPLApple$2,391,2290.0%10,7650.9%Computer and TechnologyACWIiShares MSCI ACWI ETF$1,839,195$27,468 ▼-1.5%15,8020.7%ManufacturingVWOVanguard FTSE Emerging Markets ETF$1,728,027$64,088 ▲3.9%38,1800.7%ETFSUBiShares Short-Term National Muni Bond ETF$1,042,589$497,376 ▲91.2%9,8730.4%ETFNVDANVIDIA$867,0400.0%8,0000.3%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$836,685$78,058 ▲10.3%14,2560.3%ETFIBMInternational Business Machines$795,7120.0%3,2000.3%Computer and TechnologyXOMExxon Mobil$634,1350.0%5,3320.3%EnergyAPAAPA$503,4500.0%23,9510.2%EnergyJPMJPMorgan Chase & Co.$460,4280.0%1,8770.2%FinanceAMZNAmazon.com$422,3770.0%2,2200.2%Retail/WholesaleMSFTMicrosoft$410,6770.0%1,0940.2%Computer and TechnologyAVGOBroadcom$385,0890.0%2,3000.2%Computer and TechnologyGOOGAlphabet$312,4600.0%2,0000.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$309,470$62,389 ▲25.3%1,1260.1%ETFSLBSchlumberger$288,4200.0%6,9000.1%EnergyMETAMeta Platforms$266,2780.0%4620.1%Computer and TechnologyUNHUnitedHealth Group$227,8310.0%4350.1%MedicalVTIPVanguard Short-Term Inflation-Protected Securities ETF$210,0790.0%4,2100.1%ManufacturingAMDAdvanced Micro Devices$205,4800.0%2,0000.1%Computer and TechnologyCDNSCadence Design Systems$0$210,322 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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