Rochester Wealth Strategies, LLC Top Holdings and 13F Report (2025) About Rochester Wealth Strategies, LLCInvestment ActivityRochester Wealth Strategies, LLC has $125.95 million in total holdings as of March 31, 2025.Rochester Wealth Strategies, LLC owns shares of 23 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard Value ETF $21,229,791Vanguard Growth ETF $17,176,910Vanguard FTSE Emerging Markets ETF $11,776,129Vanguard FTSE Developed Markets ETF $11,683,523SPDR Portfolio Aggregate Bond ETF $10,890,363 Sector AllocationMap of 500 Largest Holdings ofRochester Wealth Strategies, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVTVVanguard Value ETF$21,229,791122,90016.9%ETFVUGVanguard Growth ETF$17,176,91046,32113.6%ETFVWOVanguard FTSE Emerging Markets ETF$11,776,129260,1889.4%ETFVEAVanguard FTSE Developed Markets ETF$11,683,523229,8559.3%ETFSPABSPDR Portfolio Aggregate Bond ETF$10,890,363426,4048.6%ETFIJHiShares Core S&P Mid-Cap ETF$8,242,203141,2556.5%ETFIJRiShares Core S&P Small-Cap ETF$8,185,18878,2756.5%ETFICSHiShares Ultra Short-Term Bond Active ETF$6,568,141129,5495.2%ETFIAUiShares Gold Trust$6,497,333110,1995.2%FinanceSCMBSchwab Municipal Bond ETF$6,274,483247,3195.0%ETFBLVVanguard Long-Term Bond ETF$5,231,35274,2884.2%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$5,227,83848,0994.2%FinanceSGOViShares 0-3 Month Treasury Bond ETF$2,507,48824,9082.0%ETFPZAInvesco National AMT-Free Municipal Bond ETF$1,969,13785,4661.6%ETFBNBrookfield$398,3167,6000.3%FinanceIBMInternational Business Machines$391,3911,5740.3%Computer and TechnologyAAPLApple$369,2271,6620.3%Computer and TechnologyKKRKKR & Co. Inc.$347,9863,0100.3%FinanceMSFTMicrosoft$255,1346800.2%Computer and TechnologyIVViShares Core S&P 500 ETF$254,3854530.2%ETFCVXChevron$244,0761,4590.2%EnergyQQQMInvesco NASDAQ 100 ETF$211,1151,0940.2%ETFCLRBCellectar Biosciences$13,55843,0000.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
