Rochester Wealth Strategies, LLC Portfolio Holdings by Sector
Rochester Wealth Strategies, LLC
- $159 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VTV VUG VEA VWO SPAB IJH IJR IAU 15 stocks |
$154 Million
97.52% of portfolio
|
  10  
|
  4  
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$1.94 Million
1.23% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$466,235
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$452,848
0.29% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KKR 1 stocks |
$383,715
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$338,496
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$337,364
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|