Fingerlakes Wealth Management, Inc. Purchases in Q3 2024

Fingerlakes Wealth Management, Inc.

  • $120 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BBUS
J P Morgan Exchg Traded Fd

ETFs
8.5K
+ 73.78%
$93.22 - $103.58 $792K - $880K
20K $2.07M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.83K
+ 7.87%
$285.48 - $330.24 $521K - $603K
25K $8.05M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.75K
+ 20.85%
$92.63 - $105.69 $533K - $608K
33.3K $3.47M
XLK
Technology Sector Spdr

ETFs
2.57K
+ 22.49%
$197.34 - $237.68 $508K - $612K
14K $3.16M
QQMG
Invesco Exchange Traded Fd Tr

ETFs
16K
+ 67.32%
$29.89 - $34.82 $478K - $557K
39.7K $1.33M
XOM
Exxon Mobil Corp

Energy
4.04K
New
$109.72 - $119.0 $443K - $481K
4.04K $473K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.88K
+ 13.49%
$108.44 - $120.37 $204K - $227K
15.8K $1.91M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7
+ 0.12%
$405.19 - $478.57 $2.84K - $3.35K
5.83K $2.69M
DSI
Ishares Msci Kld 400 Social Et

ETFs
2.13K
+ 13.76%
$97.81 - $108.79 $209K - $232K
17.6K $1.92M
VTI
Vanguard Total Stock Market Et

ETFs
17
+ 0.11%
$255.18 - $283.2 $4.34K - $4.81K
15.2K $4.31M
NEE
Nextera Energy Inc

Utilities
93
+ 0.59%
$69.9 - $84.97 $6.5K - $7.9K
15.8K $1.34M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.28K
New
$87.56 - $95.49 $199K - $217K
2.28K $217K
TTEK
Tetra Tech Inc

Industrials
4.51K
New
$45.59 - $237.74 $206K - $1.07M
4.51K $212K
BTI
British American Tobacco P.L.C.

Consumer Defensive
5.65K
New
$31.07 - $39.36 $175K - $222K
5.65K $206K
VO
Vanguard Mid Cap ETF

ETFs
29
+ 0.33%
$237.84 - $263.83 $6.9K - $7.65K
8.86K $2.34M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
541
+ 2.4%
$91.37 - $101.65 $49.4K - $55K
23K $2.34M
DGRO
Ishares Core Dividend Growth E

ETFs
847
+ 4.39%
$57.47 - $62.76 $48.7K - $53.2K
20.2K $1.26M
VNQ
Vanguard Specialized Funds Van

ETFs
3
+ 0.03%
$82.97 - $98.97 $249 - $297
10.5K $1.03M
FREL
Fidelity Covington Tr Msci Rea

ETFs
2.34K
+ 19.46%
$25.07 - $29.94 $58.7K - $70.1K
14.4K $423K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
489
+ 1.37%
$47.91 - $53.27 $23.4K - $26K
36.1K $1.92M
CAT
Caterpillar Inc

Industrials
5
+ 0.36%
$316.8 - $391.12 $1.58K - $1.96K
1.4K $546K
SPY
Spdr S&P 500 ETF Trust

ETFs
8
+ 0.34%
$517.38 - $573.86 $4.14K - $4.59K
2.37K $1.36M
IBM
International Business Machines Corp

Technology
29
+ 2.3%
$175.1 - $223.38 $5.08K - $6.48K
1.29K $285K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
70
+ 0.37%
$38.03 - $42.06 $2.66K - $2.94K
19K $796K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
34
+ 2.38%
$475.2 - $527.7 $16.2K - $17.9K
1.46K $771K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8
+ 0.16%
$117.9 - $128.2 $943 - $1.03K
5.15K $660K
ORCL
Oracle Corp

Technology
5
+ 0.29%
$125.9 - $170.35 $630 - $852
1.71K $290K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
17
+ 0.32%
$85.03 - $94.56 $1.45K - $1.61K
5.39K $501K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
391
+ 5.69%
$39.43 - $44.82 $15.4K - $17.5K
7.26K $325K
XLI
Industrial Sector Spdr

ETFs
8
+ 0.31%
$120.56 - $135.44 $964 - $1.08K
2.61K $353K
CSCO
Cisco Systems, Inc.

Technology
45
+ 0.83%
$44.74 - $53.22 $2.01K - $2.39K
5.49K $292K
RPV
Invesco Exchange Traded Fd Tr

ETFs
30
+ 0.55%
$82.04 - $89.49 $2.46K - $2.68K
5.44K $483K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
86
+ 2.17%
$75.63 - $84.89 $6.5K - $7.3K
4.06K $341K
NVDA
Nvidia Corp

Technology
269
+ 8.49%
$98.91 - $134.91 $26.6K - $36.3K
3.44K $417K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8
+ 0.18%
$75.47 - $83.18 $604 - $665
4.48K $371K
PG
Procter & Gamble CO

Consumer Defensive
8
+ 0.45%
$160.76 - $177.82 $1.29K - $1.42K
1.77K $306K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
14
+ 0.36%
$57.32 - $62.65 $802 - $877
3.96K $246K
PEP
Pepsico Inc

Consumer Defensive
12
+ 0.8%
$161.9 - $179.3 $1.94K - $2.15K
1.51K $256K
VIG
Vanguard Dividend Appreciation

ETFs
11
+ 0.5%
$182.15 - $182.15 $2K - $2K
2.23K $406K
AMZN
Amazon Com Inc

Consumer Cyclical
20
+ 0.55%
$161.02 - $200.0 $3.22K - $4K
3.63K $676K
MSFT
Microsoft Corp

Technology
58
+ 1.1%
$395.15 - $467.56 $22.9K - $27.1K
5.31K $2.28M
GOOG
Alphabet Inc.

Communication Services
5
+ 0.12%
$149.54 - $192.66 $748 - $963
4.02K $671K
Activity Summary
Buys All Purchases 43 New Holdings 4 Increased Positions 39 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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