ROCHESTER WEALTH STRATEGIES, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BN | 8K | $521.21K |
 | KKR | 3K | $391.15K |
 | AAPL | 2K | $435.10K |
 | IBM | 2K | $444.12K |
 | CVX | 1K | $226.57K |
 | JPM | 1K | $340.35K |
 | MSFT | 700 | $362.52K |
Brookfield Corporation
BN
Shares Held
8K
Value
$521.21K
KKR & Co. Inc.
KKR
Shares Held
3K
Value
$391.15K
Apple Inc.
AAPL
Shares Held
2K
Value
$435.10K
International Business Machines Corporation
IBM
Shares Held
2K
Value
$444.12K
Chevron Corporation
CVX
Shares Held
1K
Value
$226.57K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$340.35K
Microsoft Corporation
MSFT
Shares Held
700
Value
$362.52K