Rochester Wealth Strategies, LLC Portfolio Holdings by Sector

Rochester Wealth Strategies, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VTV VUG VEA VWO IJH IJR SPAB IAU 15 stocks	$137 Million 98.4% of portfolio	10	5	1	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$463,984 0.33% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR 1 stocks	$400,420 0.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$350,530 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$338,134 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$263,528 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$208,914 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$202,566 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts

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