Rochester Wealth Strategies, LLC
Long-term investor · MI · @rochesterwealthstrategie
+3.6%
All time
S&P +12.2%
Long-term investor
Rochester Wealth Strategies, LLC @rochesterwealthstrategie
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001958456).
Record
- Tracked since 2025-06-30 (492 days), 28 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -16.2% · 1 year n/a · all +3.6%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908736 · 14.3% · long · since 2025-09-30
- 922908744 · 14.1% · long · since 2025-09-30
- 921943858 · 10.4% · long · since 2025-09-30
- 922042858 · 9.4% · long · since 2025-09-30
- 45783Y855 · 6.7% · long · since 2026-06-30
- 78464A649 · 6.6% · long · since 2025-09-30
- 464287507 · 6.3% · long · since 2025-09-30
- 09290C103 · 5.7% · long · since 2026-06-30
- 464287804 · 5.5% · long · since 2025-09-30
- IAU · 4.3% · long · since 2025-09-30
- 092528603 · 4.0% · long · since 2026-09-30
- 46434V878 · 3.8% · long · since 2025-09-30