Fingerlakes Wealth Management, Inc. Purchases in Q1 2025

Fingerlakes Wealth Management, Inc.

  • $117 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MGV
Vanguard Mega Cap Value

ETFs
2.7K
+ 9.6%
$123.61 - $133.01 $334K - $360K
30.9K $3.98M
XLK
Technology Sector Spdr

ETFs
4.32K
+ 24.29%
$206.38 - $242.18 $891K - $1.05M
22.1K $4.56M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.68K
+ 63.09%
$210.19 - $243.33 $353K - $409K
4.34K $916K
XLP
Consumer Staples Sector Spdr

ETFs
2.83K
New
N/A
2.83K $215K
QWLD
Spdr Index Shs Fds

ETFs
979
+ 4.34%
$122.65 - $131.03 $120K - $128K
23.5K $3.01M
QQMG
Invesco Exchange Traded Fd Tr

ETFs
11.9K
+ 21.78%
$31.77 - $36.65 $379K - $438K
66.8K $2.12M
WM
Waste Management Inc

Industrials
895
New
$200.54 - $233.78 $179K - $209K
895 $207K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.47K
New
$55.47 - $61.45 $192K - $213K
3.47K $204K
VEA
Vanguard Ftse Developed Market

ETFs
3.2K
+ 67.67%
$47.4 - $52.99 $152K - $170K
7.93K $403K
DGRO
Ishares Core Dividend Growth E

ETFs
1.06K
+ 4.86%
$60.46 - $64.42 $64K - $68.2K
22.8K $1.41M
IBM
International Business Machines Corp

Technology
119
+ 10.31%
$217.4 - $264.74 $25.9K - $31.5K
1.27K $316K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.15K
+ 29.1%
$57.21 - $65.8 $65.7K - $75.6K
5.1K $297K
SPY
Spdr S&P 500 ETF Trust

ETFs
188
+ 7.98%
$551.42 - $612.93 $104K - $115K
2.54K $1.42M
RPV
Invesco Exchange Traded Fd Tr

ETFs
40
+ 0.73%
$89.33 - $95.17 $3.57K - $3.81K
5.51K $508K
FREL
Fidelity Covington Tr Msci Rea

ETFs
274
+ 1.84%
$25.98 - $28.59 $7.12K - $7.83K
15.2K $417K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
9
+ 0.33%
$104.87 - $112.53 $944 - $1.01K
2.7K $296K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8
+ 0.16%
$126.11 - $135.06 $1.01K - $1.08K
5.17K $666K
VIG
Vanguard Dividend Appreciation

ETFs
11
+ 0.49%
N/A
2.26K $412K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
325
+ 1.82%
$33.28 - $36.41 $10.8K - $11.8K
18.1K $620K
NEE
Nextera Energy Inc

Utilities
37
+ 0.23%
$66.96 - $76.16 $2.48K - $2.82K
15.9K $1.13M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
44
+ 2.99%
$507.05 - $563.67 $22.3K - $24.8K
1.51K $778K
BBUS
J P Morgan Exchg Traded Fd

ETFs
913
+ 4.13%
$99.5 - $110.97 $90.8K - $101K
23K $2.32M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
110
+ 1.52%
$41.78 - $50.35 $4.6K - $5.54K
7.34K $315K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
683
+ 4.14%
$113.22 - $126.36 $77.3K - $86.3K
17.2K $1.97M
SCHG
Schwab Strategic Tr Us Large C

ETFs
15.7K
+ 10.36%
$24.91 - $29.02 $390K - $454K
167K $4.18M
IWP
Ishares Russell Mid Cap Growth

ETFs
3
+ 0.07%
$114.9 - $139.6 $345 - $419
4.11K $483K
NVDA
Nvidia Corp

Technology
464
+ 13.5%
$106.98 - $149.43 $49.6K - $69.3K
3.9K $422K
AMZN
Amazon Com Inc

Consumer Cyclical
320
+ 8.83%
$190.26 - $242.06 $60.9K - $77.5K
3.94K $750K
VUG
Vanguard Growth ETF

ETFs
3
+ 0.14%
$369.1 - $427.61 $1.11K - $1.28K
2.15K $796K
GOOG
Alphabet Inc.

Communication Services
42
+ 1.04%
$156.06 - $207.71 $6.55K - $8.72K
4.07K $636K
DSI
Ishares Msci Kld 400 Social Et

ETFs
19
+ 0.1%
$101.98 - $115.66 $1.94K - $2.2K
18.8K $1.92M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.14K
+ 8.03%
$307.43 - $357.48 $658K - $765K
28.8K $8.89M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
557
+ 2.73%
$161.27 - $192.3 $89.8K - $107K
20.9K $3.38M
Activity Summary
Buys All Purchases 34 New Holdings 3 Increased Positions 31 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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