Rochester Wealth Strategies, LLC historic quarter change: USA Funds, Reduced
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 5 quarters from 2025-03-31 to 2026-06-30, Rochester Wealth Strategies, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1958456), 5 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-15); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-03-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Taylor Financial Group, Inc. | United States | $0.165B | 99 |
| Charter Oak Advisors LP | United States | $0.165B | 13 |
| Dominguez Wealth Management Solutions, Inc. | United States | $0.165B | 67 |
| Buckland Partners Management Co LLC | United States | $0.165B | 91 |
| CAPITAL & PLANNING, LLC | United States | $0.165B | 172 |
| Occam Crest Management LP | United States | $0.165B | 33 |
| Sugar Maple Asset Management, LLC | United States | $0.165B | 84 |
| Grand Alliance Asset Management Ltd | Hong Kong | $0.165B | 13 |
| Optivise Advisory Services LLC | United States | $0.165B | 183 |
| BITTERROOT CAPITAL ADVISORS LLC | United States | $0.165B | 60 |