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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VBVanguard Index Fds
Recent Activity
Decreased -0.72%
1.31%
$3.28M
13,650 shares@ $240.28 avg price
AAPLApple Inc
Recent Activity
Decreased -6.91%
1.08%
$2.696M
10,765 shares@ $250.42 avg price
ACWIIshares Tr
Recent Activity
Decreased -0.43%
0.76%
$1.884M
16,038 shares@ $117.5 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -15.77%
0.65%
$1.619M
36,764 shares@ $44.05 avg price
NVDANvidia Corporation
Recent Activity
Decreased -5.88%
0.43%
$1.074M
8,000 shares@ $134.29 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 8.02%
0.3%
$752,035
12,926 shares@ $58.19 avg price
IBMInternational Business Machs
Recent Activity
Decreased -0.92%
0.29%
$703,456
3,200 shares@ $219.83 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 0.02%
0.23%
$573,563
5,332 shares@ $107.57 avg price
APAApa Corporation
Recent Activity
0.23%
$553,029
23,951 shares@ $23.1 avg price
SUBIshares Tr
Recent Activity
Increased 132.26%
0.22%
$544,593
5,163 shares@ $105.48 avg price