Fingerlakes Wealth Management, Inc. Purchases in Q3 2025

Fingerlakes Wealth Management, Inc.

  • $153 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
3.82K
+ 74.76%
$491.09 - $535.64 $1.87M - $2.04M
8.92K $4.62M
MGK
Vanguard Mega Cap Growth ETF

ETFs
731
+ 2.5%
$362.31 - $405.74 $265K - $297K
29.9K $12M
SCHG
Schwab Strategic Tr Us Large C

ETFs
23.2K
+ 11.87%
$28.92 - $32.19 $670K - $745K
218K $6.96M
XLK
Technology Sector Spdr

ETFs
1.88K
+ 8.25%
$250.97 - $282.66 $472K - $532K
24.7K $6.96M
MGV
Vanguard Mega Cap Value

ETFs
6.26K
+ 15.31%
$129.46 - $137.85 $810K - $863K
47.1K $6.49M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.48K
+ 26.43%
$243.93 - $275.62 $361K - $408K
7.08K $1.94M
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.46K
+ 9.57%
$111.77 - $121.28 $274K - $298K
28.1K $3.39M
QWLD
Spdr Index Shs Fds

ETFs
1.68K
+ 6.26%
$132.92 - $140.43 $223K - $236K
28.5K $4.01M
COST
Costco Wholesale Corp

Consumer Defensive
388
New
$915.95 - $994.57 $355K - $386K
388 $359K
DGRO
Ishares Core Dividend Growth E

ETFs
3.51K
+ 13.96%
$64.12 - $68.08 $225K - $239K
28.7K $1.95M
QQMG
Invesco Exchange Traded Fd Tr

ETFs
1.05K
+ 1.55%
$37.38 - $41.35 $39.4K - $43.5K
69.2K $2.86M
VEA
Vanguard Ftse Developed Market

ETFs
3.67K
+ 31.22%
$56.02 - $60.3 $206K - $221K
15.4K $924K
FNDX
Schwab Fundamental U S Large C

ETFs
9.04K
New
$24.38 - $26.34 $220K - $238K
9.04K $237K
HD
Home Depot, Inc.

Consumer Cyclical
318
+ 11.95%
$357.4 - $423.42 $114K - $135K
2.98K $1.21M
GLD
Spdr Gold Trust

ETFs
635
New
$300.96 - $355.47 $191K - $226K
635 $225K
DSI
Ishares Msci Kld 400 Social Et

ETFs
282
+ 1.49%
$115.96 - $125.95 $32.7K - $35.5K
19.2K $2.41M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
193
+ 0.9%
$109.47 - $119.06 $21.1K - $23K
21.6K $2.56M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.07K
New
$184.73 - $220.27 $198K - $236K
1.07K $204K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.21K
New
$87.07 - $93.06 $192K - $205K
2.21K $202K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.64K
New
$72.04 - $77.35 $190K - $204K
2.64K $202K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
359
+ 2.08%
$126.64 - $135.65 $45.5K - $48.7K
17.6K $2.38M
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
471
+ 1.35%
$56.67 - $61.35 $26.7K - $28.9K
35.5K $2.18M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
16
+ 0.23%
$435.72 - $463.74 $6.97K - $7.42K
7.1K $3.29M
VOT
Vanguard Mid Cap Growth Index

ETFs
229
+ 2.43%
$282.75 - $294.19 $64.7K - $67.4K
9.66K $2.84M
IVV
Ishares Core S&P 500 ETF

ETFs
8
+ 0.26%
$620.67 - $670.08 $4.97K - $5.36K
3.09K $2.07M
EAD
Allspring Income Opportunities Fund

Financial Services
21.5K
New
$6.91 - $7.16 $148K - $154K
21.5K $150K
SPY
Spdr S&P 500 ETF Trust

ETFs
8
+ 0.32%
$617.65 - $666.84 $4.94K - $5.33K
2.55K $1.7M
AMAT
Applied Materials Inc

Technology
13
+ 0.23%
$156.25 - $204.95 $2.03K - $2.66K
5.57K $1.14M
VUG
Vanguard Growth ETF

ETFs
71
+ 3.31%
$433.97 - $484.08 $30.8K - $34.4K
2.22K $1.06M
JNJ
Johnson & Johnson

Healthcare
184
+ 7.9%
$155.17 - $185.42 $28.6K - $34.1K
2.51K $466K
VTN
Invesco Trust For Investment Grade New York Municipals

Financial Services
10.1K
New
$10.09 - $10.98 $102K - $111K
10.1K $110K
CAT
Caterpillar Inc

Industrials
5
+ 0.42%
$390.92 - $477.15 $1.95K - $2.39K
1.19K $569K
NEE
Nextera Energy Inc

Utilities
124
+ 0.77%
$69.77 - $77.54 $8.65K - $9.61K
16.2K $1.22M
ORCL
Oracle Corp

Technology
3
+ 0.18%
$218.96 - $328.33 $657 - $985
1.67K $469K
FREL
Fidelity Covington Tr Msci Rea

ETFs
2.74K
+ 16.13%
$26.84 - $28.32 $73.5K - $77.5K
19.7K $548K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.15%
$567.77 - $614.76 $1.7K - $1.84K
1.99K $1.22M
VBK
Vanguard Small Cap Growth ETF

ETFs
138
+ 6.19%
$276.51 - $305.12 $38.2K - $42.1K
2.37K $704K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
158
+ 0.86%
$35.99 - $38.74 $5.69K - $6.12K
18.6K $719K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
277
+ 6.91%
$92.97 - $100.18 $25.8K - $27.7K
4.29K $426K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4
+ 0.08%
$132.9 - $142.03 $532 - $568
5.18K $729K
RPV
Invesco Exchange Traded Fd Tr

ETFs
45
+ 0.81%
$90.97 - $99.42 $4.09K - $4.47K
5.59K $555K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
96
+ 6.97%
$148.97 - $165.88 $14.3K - $15.9K
1.47K $242K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
173
+ 7.55%
$94.17 - $99.95 $16.3K - $17.3K
2.46K $246K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
152
+ 3.0%
$62.09 - $66.51 $9.44K - $10.1K
5.21K $340K
MCD
Mcdonalds Corp

Consumer Cyclical
9
+ 0.51%
$291.67 - $316.99 $2.63K - $2.85K
1.78K $541K
PG
Procter & Gamble CO

Consumer Defensive
203
+ 14.87%
$150.47 - $161.22 $30.5K - $32.7K
1.57K $240K
XOM
Exxon Mobil Corp

Energy
8
+ 0.21%
$105.83 - $117.22 $847 - $938
3.83K $431K
XLI
Industrial Sector Spdr

ETFs
10
+ 0.4%
$147.94 - $154.99 $1.48K - $1.55K
2.48K $383K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
11
+ 0.26%
$87.05 - $93.19 $958 - $1.03K
4.32K $401K
Activity Summary
Buys All Purchases 61 New Holdings 9 Increased Positions 52 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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