Rochester Wealth Strategies, LLC Portfolio Holdings

Rochester Wealth Strategies, LLC

  • $126 Billion
  • Q1 2025

Rochester Wealth Strategies, LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $126 Billion distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $21.2B, Vanguard Growth ETF with a value of $17.2B, Vanguard Ftse Emerging Mkts Et with a value of $11.8B, Vanguard Ftse Developed Market with a value of $11.7B, and Spdr Portfolio Aggregate Bond with a value of $10.9B.

Examining the 13F form we can see an increase of $126B in the current position value.

Rochester Wealth Strategies, LLC is based out at Rochester, MI

Below you can find more details about Rochester Wealth Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $126 Billion
ETFs: $118 Billion
Technology: $1.02 Billion
Financial Services: $348 Million
Energy: $244 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$6.27 Billion 4.98% of portfolio
-
Q1 2025 New
$208B
$391 Million 0.31% of portfolio
1,574
Q1 2025 New
$3.36T
$369 Million 0.29% of portfolio
1,662
Q1 2025 New
$97.7B
$348 Million 0.28% of portfolio
3,010
Q1 2025 New
$2.92T
$255 Million 0.2% of portfolio
680
Q1 2025 New
$272B
$244 Million 0.19% of portfolio
1,459
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $126 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 23 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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