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Roth Financial Partners LLC Buys The Home Depot Inc, HubSpot Inc, Sells APA Corp, Exxon Mobil Corp

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Investment company Roth Financial Partners LLC (Current Portfolio) buys The Home Depot Inc, HubSpot Inc, sells APA Corp, Exxon Mobil Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Roth Financial Partners LLC. As of 2021Q4, Roth Financial Partners LLC owns 28 stocks with a total value of $140 million. These are the details of the buys and sells.

  • New Purchases: HD, HUBS,

  • Added Positions: IEFA, VWO, RSP, SPY, VEA,

  • Reduced Positions: IVV, APA, XOM, VB, IEMG,


For the details of Roth Financial Partners LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/roth+financial+partners+llc/current-portfolio/portfolio

These are the top 5 holdings of Roth Financial Partners LLC

  1. iShares Core S&P 500 ETF (IVV) - 62,901 shares, 21.36% of the total portfolio. Shares reduced by 1.17%

  2. S&P 500 ETF TRUST ETF (SPY) - 57,677 shares, 19.50% of the total portfolio. Shares added by 2.01%

  3. BTC iShares Core MSCI EAFE ETF (IEFA) - 359,054 shares, 19.08% of the total portfolio. Shares added by 4.41%

  4. iShares Core S&P Small-Cap ETF (IJR) - 135,512 shares, 11.05% of the total portfolio. Shares added by 0.44%

  5. Invesco S&P 500 Equal Weight ETF (RSP) - 62,018 shares, 7.18% of the total portfolio. Shares added by 5.86%

New Purchase: The Home Depot Inc (HD)

Roth Financial Partners LLC initiated holding in The Home Depot Inc. The purchase prices were between $326.47 and $416.18, with an estimated average price of $382.21. The stock is now traded at around $366.720000. The impact to a portfolio due to this purchase was 0.07%. The holding were 245 shares as of 2021-12-31.

New Purchase: HubSpot Inc (HUBS)

Roth Financial Partners LLC initiated holding in HubSpot Inc. The purchase prices were between $633.79 and $852.08, with an estimated average price of $757.05. The stock is now traded at around $447.300000. The impact to a portfolio due to this purchase was 0.05%. The holding were 100 shares as of 2021-12-31.



Here is the complete portfolio of Roth Financial Partners LLC. Also check out:

1. Roth Financial Partners LLC's Undervalued Stocks

2. Roth Financial Partners LLC's Top Growth Companies, and

3. Roth Financial Partners LLC's High Yield stocks

4. Stocks that Roth Financial Partners LLC keeps buyingThis article first appeared on GuruFocus.