Fingerlakes Wealth Management, Inc. Reduced Holdings in Q3 2025

Fingerlakes Wealth Management, Inc.

  • $153 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-68
- 6.17%
$625.65 - $812.69 $42.5K - $55.3K
1.03K $788K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-220
- 8.1%
$111.05 - $115.21 $24.4K - $25.3K
2.5K $285K
VNQ
Vanguard Specialized Funds Van

ETFs
-458
- 4.91%
$88.47 - $93.24 $40.5K - $42.7K
8.88K $811K
EQIX
Equinix Inc

Real Estate
-17
- 3.66%
$756.7 - $811.13 $12.9K - $13.8K
447 $350K
LMT
Lockheed Martin Corp

Industrials
-78
- 9.92%
$410.74 - $499.21 $32K - $38.9K
708 $353K
USRT
Ishares Core U.S. Reit ETF

ETFs
-320
- 4.73%
$55.64 - $59.37 $17.8K - $19K
6.45K $378K
Spdr Index Shs Fds
-167
- 1.35%
N/A
12.2K $0
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.13K
- 7.12%
$72.65 - $78.68 $82.1K - $88.9K
14.7K $1.15M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-45
- 1.72%
$79.58 - $83.45 $3.58K - $3.76K
2.57K $213K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-69
- 0.58%
$28.15 - $30.13 $1.94K - $2.08K
11.8K $350K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-12
- 0.58%
$236.25 - $257.69 $2.84K - $3.09K
2.06K $527K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-86
- 2.79%
$208.95 - $229.72 $18K - $19.8K
3K $688K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-276
- 2.21%
$42.26 - $47.16 $11.7K - $13K
12.2K $565K
VB
Vanguard Small Cap ETF

ETFs
-19
- 0.73%
$237.58 - $259.17 $4.51K - $4.92K
2.6K $660K
SPMD
Spdr Portfolio

ETFs
-262
- 1.12%
$54.43 - $58.29 $14.3K - $15.3K
23.2K $1.33M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-56
- 0.32%
$41.34 - $45.65 $2.32K - $2.56K
17.4K $783K
CSX
Csx Corp

Industrials
-364
- 1.32%
$32.05 - $36.52 $11.7K - $13.3K
27.2K $965K
NVDA
Nvidia Corp

Technology
-80
- 2.36%
$153.3 - $186.58 $12.3K - $14.9K
3.31K $618K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7
- 0.14%
$459.11 - $506.91 $3.21K - $3.55K
5.12K $2.57M
VO
Vanguard Mid Cap ETF

ETFs
-83
- 0.98%
$279.83 - $293.74 $23.2K - $24.4K
8.38K $2.46M
SPYG
Spdr Portfolio

ETFs
-8
- 0.07%
$94.33 - $105.31 $755 - $842
11.7K $1.22M
VT
Vanguard Total World Stk Index

ETFs
-35
- 0.25%
$128.41 - $138.03 $4.49K - $4.83K
14K $1.93M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-562
- 1.84%
$74.93 - $80.73 $42.1K - $45.4K
30.1K $2.42M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-108
- 0.61%
$134.94 - $145.86 $14.6K - $15.8K
17.6K $2.56M
LOW
Lowes Companies Inc

Consumer Cyclical
-137
- 1.96%
$215.01 - $273.02 $29.5K - $37.4K
6.86K $1.72M
GOOG
Alphabet Inc.

Communication Services
-72
- 1.73%
$175.16 - $255.24 $12.6K - $18.4K
4.08K $993K
GOOGL
Alphabet Inc.

Communication Services
-14
- 0.3%
$174.36 - $254.72 $2.44K - $3.57K
4.63K $1.12M
VTI
Vanguard Total Stock Market Et

ETFs
-66
- 0.45%
$303.93 - $329.86 $20.1K - $21.8K
14.7K $4.83M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-397
- 1.94%
$195.29 - $223.85 $77.5K - $88.9K
20K $4.45M
VGT
Vanguard Information Technolog

ETFs
-68
- 0.9%
$656.44 - $753.15 $44.6K - $51.2K
7.53K $5.62M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-98
- 0.67%
$546.99 - $602.2 $53.6K - $59K
14.4K $8.67M
AAPL
Apple Inc.

Technology
-265
- 0.82%
$202.38 - $256.87 $53.6K - $68.1K
32.2K $8.19M
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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