Eric Johnson
@Roth Financial Partners Llc
Latest period2024 - Q4ReportedManaged Assets$251.232MTotal holdings32
Assets growth rate8.39%Assets growth rate (2-Q avg)4.2%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Roth Financial Partners Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 32 positions.
Assets under management
The assets under management (AUM) of Roth Financial Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 251.232M in assets, with a quarterly growth rate of 8.39% and a 2-quarter average growth rate of 4.2%. The portfolio is managed by Eric Johnson, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
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