ROCHESTER WEALTH STRATEGIES, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BN | 11K | $461.36K |
 | CVX | 8K | $1.66M |
 | XOM | 6K | $1.05M |
 | KKR | 3K | $278.43K |
 | AAPL | 2K | $427.58K |
 | IBM | 2K | $381.52K |
 | JPM | 1K | $327.11K |
 | MSFT | 736 | $272.46K |
Brookfield Corporation
BN
Shares Held
11K
Value
$461.36K
Chevron Corporation
CVX
Shares Held
8K
Value
$1.66M
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$1.05M
KKR & Co. Inc.
KKR
Shares Held
3K
Value
$278.43K
Apple Inc.
AAPL
Shares Held
2K
Value
$427.58K
International Business Machines Corporation
IBM
Shares Held
2K
Value
$381.52K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$327.11K
Microsoft Corporation
MSFT
Shares Held
736
Value
$272.46K