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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
AVGOBroadcom
Recent Activity
Increased 900%
0.22%
$533,232
2,300 shares@ $231.84 avg price
AMZNAmazon Com Inc
Recent Activity
0.2%
$487,046
2,220 shares@ $219.4 avg price
MSFTMicrosoft Corp
Recent Activity
0.19%
$461,121
1,094 shares@ $421.5 avg price
JPMJpmorgan Chase & Com
Recent Activity
0.18%
$449,936
1,877 shares@ $239.72 avg price
GOOGAlphabet Inc
Recent Activity
0.16%
$380,880
2,000 shares@ $190.44 avg price
METAMeta Platforms Inc
Recent Activity
0.11%
$270,506
462 shares@ $585.52 avg price
SLBSchlumberger Ltd
Recent Activity
0.11%
$264,546
6,900 shares@ $38.34 avg price
VTIVanguard Index Fds
Recent Activity
Increased 12.38%
0.11%
$260,539
899 shares@ $289.81 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
0.1%
$241,580
2,000 shares@ $120.79 avg price
UNHUnitedhealth Group Inc
Recent Activity
0.09%
$220,049
435 shares@ $505.86 avg price