Fingerlakes Wealth Management, Inc. Purchases in Q2 2025

Fingerlakes Wealth Management, Inc.

  • $133 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
430
+ 1.49%
$273.67 - $366.17 $118K - $157K
29.2K $10.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
28.3K
+ 16.98%
$22.27 - $29.21 $631K - $827K
195K $5.7M
MGV
Vanguard Mega Cap Value

ETFs
10K
+ 32.45%
$114.87 - $131.25 $1.15M - $1.31M
40.9K $5.36M
XLK
Technology Sector Spdr

ETFs
705
+ 3.19%
$179.73 - $253.23 $127K - $179K
22.8K $5.77M
QWLD
Spdr Index Shs Fds

ETFs
3.31K
+ 14.06%
$114.78 - $134.88 $380K - $446K
26.8K $3.62M
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.62K
+ 11.39%
$89.63 - $111.92 $235K - $293K
25.6K $2.87M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.26K
+ 28.92%
$187.5 - $246.51 $236K - $310K
5.6K $1.38M
QQMG
Invesco Exchange Traded Fd Tr

ETFs
1.39K
+ 2.09%
$28.26 - $37.83 $39.4K - $52.7K
68.2K $2.58M
VOT
Vanguard Mid Cap Growth Index

ETFs
16
+ 0.17%
$216.28 - $284.39 $3.46K - $4.55K
9.43K $2.68M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
4.01K
New
$70.54 - $93.95 $283K - $377K
4.01K $376K
DSI
Ishares Msci Kld 400 Social Et

ETFs
98
+ 0.52%
$91.62 - $116.16 $8.98K - $11.4K
18.9K $2.19M
VEA
Vanguard Ftse Developed Market

ETFs
3.83K
+ 48.29%
$45.65 - $57.01 $175K - $218K
11.8K $670K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
309
+ 0.89%
$45.13 - $56.88 $13.9K - $17.6K
35K $1.99M
AMAT
Applied Materials Inc

Technology
11
+ 0.2%
$126.95 - $183.52 $1.4K - $2.02K
5.55K $1.02M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
2.62K
New
$65.41 - $79.66 $171K - $209K
2.62K $208K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
31
+ 0.18%
$101.97 - $126.75 $3.16K - $3.93K
17.2K $2.18M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.38K
New
$113.67 - $150.4 $157K - $207K
1.38K $207K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.19K
New
$74.88 - $91.97 $164K - $201K
2.19K $201K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.94K
New
$32.66 - $40.75 $161K - $201K
4.94K $200K
DGRO
Ishares Core Dividend Growth E

ETFs
2.33K
+ 10.21%
$55.22 - $63.94 $129K - $149K
25.2K $1.61M
VT
Vanguard Total World Stk Index

ETFs
66
+ 0.47%
$103.16 - $128.52 $6.81K - $8.48K
14K $1.8M
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.1%
$498.8 - $620.9 $1.5K - $1.86K
3.09K $1.92M
ORCL
Oracle Corp

Technology
66
+ 4.13%
$122.82 - $218.63 $8.11K - $14.4K
1.67K $364K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
1.41K
+ 19.26%
$37.77 - $48.45 $53.4K - $68.5K
8.76K $424K
GOOG
Alphabet Inc.

Communication Services
80
+ 1.96%
$146.58 - $180.01 $11.7K - $14.4K
4.15K $736K
IWP
Ishares Russell Mid Cap Growth

ETFs
4
+ 0.1%
$104.34 - $138.68 $417 - $555
4.12K $570K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
77
+ 2.21%
$67.28 - $97.53 $5.18K - $7.51K
3.56K $347K
CAT
Caterpillar Inc

Industrials
4
+ 0.34%
$273.94 - $388.21 $1.1K - $1.55K
1.19K $461K
VBK
Vanguard Small Cap Growth ETF

ETFs
6
+ 0.27%
$219.76 - $276.94 $1.32K - $1.66K
2.23K $617K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
87
+ 0.5%
$33.46 - $41.33 $2.91K - $3.6K
17.4K $720K
OXLC
Oxford Lane Capital Corp.

Financial Services
12.9K
New
$4.01 - $4.96 $51.6K - $63.9K
12.9K $54K
CSCO
Cisco Systems, Inc.

Technology
172
+ 3.96%
$53.19 - $69.38 $9.15K - $11.9K
4.51K $313K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
300
+ 1.65%
$30.28 - $36.05 $9.08K - $10.8K
18.4K $664K
VB
Vanguard Small Cap ETF

ETFs
11
+ 0.42%
$193.73 - $237.37 $2.13K - $2.61K
2.62K $620K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
13K
New
$2.82 - $3.3 $36.7K - $43K
13K $41K
XLI
Industrial Sector Spdr

ETFs
7
+ 0.28%
$116.42 - $147.52 $815 - $1.03K
2.47K $364K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
106
+ 2.52%
$73.02 - $90.22 $7.74K - $9.56K
4.31K $384K
FREL
Fidelity Covington Tr Msci Rea

ETFs
1.77K
+ 11.65%
$24.18 - $27.61 $42.8K - $48.9K
17K $458K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5
+ 0.1%
$114.78 - $133.31 $574 - $667
5.17K $689K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
43
+ 0.36%
$22.92 - $28.05 $986 - $1.21K
11.9K $333K
LMT
Lockheed Martin Corp

Industrials
6
+ 0.77%
$430.82 - $486.45 $2.58K - $2.92K
786 $364K
RPV
Invesco Exchange Traded Fd Tr

ETFs
33
+ 0.6%
$81.66 - $93.76 $2.69K - $3.09K
5.54K $519K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
11
+ 0.41%
$97.18 - $113.06 $1.07K - $1.24K
2.72K $306K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
10
+ 0.44%
$81.46 - $94.63 $815 - $946
2.29K $216K
MDLZ
Mondelez International, Inc.

Consumer Defensive
34
+ 0.68%
$63.54 - $68.5 $2.16K - $2.33K
5.01K $337K
WM
Waste Management Inc

Industrials
3
+ 0.34%
$216.47 - $242.1 $649 - $726
898 $205K
EQIX
Equinix Inc

Real Estate
2
+ 0.43%
$740.07 - $914.43 $1.48K - $1.83K
464 $369K
NEE
Nextera Energy Inc

Utilities
150
+ 0.94%
$64.11 - $75.0 $9.62K - $11.3K
16.1K $1.12M
Activity Summary
Buys All Purchases 49 New Holdings 7 Increased Positions 42 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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