ROCHESTER WEALTH STRATEGIES, LLC
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.
Portfolio Value
$164.95M
Alpha Score
13.0
#0 of 1000
Holdings
24
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|