ROCHESTER WEALTH STRATEGIES, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BN | 11K | $523.15K |
 | CVX | 8K | $1.20M |
 | XOM | 6K | $744.42K |
 | KKR | 3K | $383.71K |
 | AAPL | 2K | $452.85K |
 | IBM | 2K | $466.24K |
 | JPM | 1K | $337.36K |
 | MSFT | 700 | $338.50K |
Brookfield Corporation
BN
Shares Held
11K
Value
$523.15K
Chevron Corporation
CVX
Shares Held
8K
Value
$1.20M
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$744.42K
KKR & Co. Inc.
KKR
Shares Held
3K
Value
$383.71K
Apple Inc.
AAPL
Shares Held
2K
Value
$452.85K
International Business Machines Corporation
IBM
Shares Held
2K
Value
$466.24K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$337.36K
Microsoft Corporation
MSFT
Shares Held
700
Value
$338.50K