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Home > Institutional Investor > Rochester Wealth Strategies, Llc > Profile

Instuitional Investor - Rochester Wealth Strategies, Llc

Fund Profile
Filing Period:
Fund Name: Rochester Wealth Strategies, Llc
Portfolio Value $139,421,709
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - VALUE ETF
 135,787 $23,999,040 17.21%
2.
Vanguard Index Fds - GROWTH ETF
 51,389 $22,529,122 16.16%
3.
Vanguard Tax-Managed Fds
 256,021 $14,595,777 10.47%
4.
Vanguard Intl Equity Index Funds
 VWO 290,382 $14,362,313 10.3%
5.
Ishares Trust
 IEF 157,915 $9,793,860 7.02%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)