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ROCHESTER WEALTH STRATEGIES, LLC 13F portfolio summary

ROCHESTER WEALTH STRATEGIES, LLC of ROCHESTER WEALTH STRATEGIES, LLC has 24 current stock holdings with a reported portfolio value of $164.9M. The portfolio 1 year return is +14.46%. Top holdings include BLV (0.00%), VTV (17.95%), VUG (14.05%), VEA (10.19%), VWO (10.11%).

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ROCHESTER WEALTH STRATEGIES, LLC

ROCHESTER WEALTH STRATEGIES, LLC
Latest filing: 2026-03-31

ROCHESTER WEALTH STRATEGIES, LLC runs ROCHESTER WEALTH STRATEGIES, LLC and currently holds 24 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $164.95M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ROCHESTER WEALTH STRATEGIES, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ROCHESTER WEALTH STRATEGIES, LLC's portfolio at ROCHESTER WEALTH STRATEGIES, LLC has delivered returns of +14.46%. Their 3-year annualized return is +14.46%. Looking at the 5-year horizon, ROCHESTER WEALTH STRATEGIES, LLC has achieved +14.46% annualized returns at ROCHESTER WEALTH STRATEGIES, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.46%
#0/1000
3 Year
+14.46%
#0/1000
5 Year
+14.46%
#0/1000

Portfolio Value

$164.95M

Alpha Score

13.0

#0 of 1000

Holdings

24

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change