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Home > Institutional Investor > Roth Financial Partners Llc > Profile

Instuitional Investor - Roth Financial Partners Llc

Fund Profile
Filing Period:
Fund Name: Roth Financial Partners Llc
Portfolio Value $336,299,548
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 102,531 $76,781,404 22.83%
2.
Ishares Trust
 HYG 763,649 $73,752,424 21.93%
3.
Spdr S & P 500 Etf Trust
 SPY 50,211 $37,474,662 11.14%
4.
Ishares Trust
 IEF 198,008 $29,361,831 8.73%
5.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 113,477 $24,145,345 7.18%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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