Rochester Wealth Strategies, LLC Portfolio Holdings by Sector
Rochester Wealth Strategies, LLC
- $126 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VTV VUG VWO VEA SPAB IJH IJR ICSH 15 stocks |
$118 Million
98.65% of portfolio
|
  15  
|
- |
  15  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$391,391
0.33% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$369,227
0.31% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
KKR 1 stocks |
$347,986
0.29% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$255,134
0.21% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$244,076
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|