Holdings

Rochester Wealth Strategies, LLC

As of Jun 30, 2026, Rochester Wealth Strategies, LLC reported 7 positions worth US$3.96M. Largest: Chevron Corporation, Exxon Mobil Corporation and Brookfield Corporation. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Chevron Corporation8,065US$1.34M+34Jun 30, 2026
Exxon Mobil Corporation6,243US$854K+65Jun 30, 2026
Brookfield Corporation11,400US$486Kno changeJun 30, 2026
International Business Machines Corporation1,586US$446K+12Jun 30, 2026
Apple Inc1,213US$351K−472Jun 30, 2026
Kkr & Co. Inc.3,010US$276Kno changeJun 30, 2026
Nvidia Corporation1,033US$207KnewJun 30, 2026