ROCHESTER WEALTH STRATEGIES, LLC 13F Portfolio
ROCHESTER WEALTH STRATEGIES, LLC runs ROCHESTER WEALTH STRATEGIES, LLC and currently holds 27 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $180.68M. Their top holdings are VTV, VUG, VEA, VWO, IJH. The top five represent 54.0% of reported portfolio weight. ROCHESTER WEALTH STRATEGIES, LLC ranks #912 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ROCHESTER WEALTH STRATEGIES, LLC initiated 5 new positions. They added to 6 existing positions. They trimmed 12 positions. Their current best-performing preview position is IJR with returns of +19.31%.
Portfolio Value
$180.68M
Alpha Score
20.8
#912 of 1000
Holdings
27
ROCHESTER WEALTH STRATEGIES, LLC Current 13F Holdings
Reported holdings from ROCHESTER WEALTH STRATEGIES, LLC's latest SEC 13F filing, ranked by portfolio weight.
27 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VTV VANGUARD INDEX FDS | 14.19% | $174.12 | $220.54 | +26.66% | Trimmed -19.03% |
 VUG VANGUARD INDEX FDS | 13.47% | $63.91 | $91.99 | +43.94% | Added +453.07% |
 VEA VANGUARD TAX-MANAGED FDS | 10.34% | $52.41 | $70.36 | +34.24% | Added +3.85% |
 VWO VANGUARD INTL EQUITY INDEX F | 9.33% | $45.94 | $59.77 | +30.09% | Trimmed -4.91% |
 IJH ISHARES TR | 6.72% | $59.22 | $73.41 | +23.96% | Trimmed -6.86% |
 SPAB SPDR SERIES TRUST | 6.17% | $25.61 | $24.38 | -4.80% | Trimmed -13.74% |
 IJR ISHARES TR | 5.94% | $105.65 | $137.51 | +30.16% | Trimmed -21.12% |
 DYNF BLACKROCK ETF TRUST | 5.52% | $68.01 | $70.40 | +3.51% | New Buy |
 ICSH ISHARES TR | 4.29% | $50.70 | $50.33 | -0.74% | Trimmed -0.17% |
BA BALT INNOVATOR ETFS TRUST | 4.16% | $34.27 | $35.10 | +2.42% | New Buy |
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