Fingerlakes Wealth Management, Inc. Reduced Holdings in Q1 2025

Fingerlakes Wealth Management, Inc.

  • $117 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.63K
- 4.68%
$209.68 - $247.1 $342K - $403K
33.3K $7.39M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-261
- 1.7%
$468.34 - $539.52 $122K - $141K
15.1K $7.09M
VGT
Vanguard Information Technolog

ETFs
-150
- 1.91%
$542.38 - $646.34 $81.4K - $97K
7.72K $4.19M
CSX
Csx Corp

Industrials
-8.81K
- 20.88%
$29.11 - $33.67 $257K - $297K
33.4K $982K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.75K
- 8.86%
$120.24 - $134.3 $210K - $235K
18K $2.19M
AMAT
Applied Materials Inc

Technology
-1.23K
- 18.14%
$145.06 - $195.51 $178K - $240K
5.54K $804K
MSFT
Microsoft Corp

Technology
-142
- 2.7%
$375.39 - $447.2 $53.3K - $63.5K
5.12K $1.92M
VTI
Vanguard Total Stock Market Et

ETFs
-108
- 0.72%
$271.18 - $303.12 $29.3K - $32.7K
14.9K $4.11M
LOW
Lowes Companies Inc

Consumer Cyclical
-472
- 5.91%
$222.66 - $268.42 $105K - $127K
7.52K $1.75M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-592
- 2.66%
$96.93 - $109.51 $57.4K - $64.8K
21.7K $2.12M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-976
- 3.05%
$67.03 - $74.61 $65.4K - $72.8K
31K $2.11M
LMT
Lockheed Martin Corp

Industrials
-281
- 26.48%
$423.19 - $506.29 $119K - $142K
780 $348K
VOT
Vanguard Mid Cap Growth Index

ETFs
-257
- 2.66%
$237.72 - $276.98 $61.1K - $71.2K
9.41K $2.3M
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
-248
- 0.71%
$49.93 - $56.52 $12.4K - $14K
34.7K $1.75M
HD
Home Depot, Inc.

Consumer Cyclical
-191
- 6.43%
$347.25 - $424.87 $66.3K - $81.2K
2.78K $1.02M
CAT
Caterpillar Inc

Industrials
-226
- 16.03%
$326.75 - $407.63 $73.8K - $92.1K
1.18K $390K
SPMD
Spdr Portfolio

ETFs
-567
- 2.33%
$50.21 - $57.73 $28.5K - $32.7K
23.8K $1.22M
IVV
Ishares Core S&P 500 ETF

ETFs
-48
- 1.53%
$554.06 - $615.85 $26.6K - $29.6K
3.08K $1.73M
SPYG
Spdr Portfolio

ETFs
-184
- 1.52%
$80.05 - $92.39 $14.7K - $17K
11.9K $959K
VB
Vanguard Small Cap ETF

ETFs
-137
- 4.99%
$217.89 - $252.64 $29.9K - $34.6K
2.61K $577K
EQIX
Equinix Inc

Real Estate
-21
- 4.35%
$803.0 - $959.97 $16.9K - $20.2K
462 $376K
VO
Vanguard Mid Cap ETF

ETFs
-102
- 1.16%
$251.87 - $277.95 $25.7K - $28.4K
8.7K $2.25M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-280
- 1.59%
$37.84 - $44.02 $10.6K - $12.3K
17.4K $666K
VBK
Vanguard Small Cap Growth ETF

ETFs
-35
- 1.55%
$247.97 - $296.33 $8.68K - $10.4K
2.22K $559K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-359
- 2.78%
$40.03 - $46.81 $14.4K - $16.8K
12.6K $512K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-175
- 1.03%
$64.88 - $72.1 $11.4K - $12.6K
16.8K $1.1M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.63K
- 12.08%
$25.58 - $29.24 $41.6K - $47.6K
11.8K $310K
ORCL
Oracle Corp

Technology
-111
- 6.49%
$139.81 - $186.47 $15.5K - $20.7K
1.6K $223K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-45
- 1.44%
$173.56 - $210.67 $7.81K - $9.48K
3.09K $535K
VT
Vanguard Total World Stk Index

ETFs
-267
- 1.88%
$115.08 - $123.97 $30.7K - $33.1K
14K $1.62M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-8
- 0.11%
$408.78 - $448.82 $3.27K - $3.59K
7.16K $3.01M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-49
- 0.93%
$80.73 - $94.96 $3.96K - $4.65K
5.24K $435K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
-251
- 6.09%
$111.29 - $123.42 $27.9K - $31K
3.87K $442K
JNJ
Johnson & Johnson

Healthcare
-568
- 19.31%
$142.06 - $167.7 $80.7K - $95.3K
2.37K $393K
PG
Procter & Gamble CO

Consumer Defensive
-217
- 13.64%
$158.56 - $176.26 $34.4K - $38.2K
1.37K $234K
PEP
Pepsico Inc

Consumer Defensive
-135
- 9.03%
$142.64 - $156.42 $19.3K - $21.1K
1.36K $203K
CSCO
Cisco Systems, Inc.

Technology
-569
- 11.59%
$58.74 - $64.87 $33.4K - $36.9K
4.34K $267K
XLI
Industrial Sector Spdr

ETFs
-154
- 5.88%
$128.78 - $141.67 $19.8K - $21.8K
2.47K $323K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-37
- 1.76%
$196.12 - $229.48 $7.26K - $8.49K
2.07K $418K
MCD
Mcdonalds Corp

Consumer Cyclical
-160
- 8.26%
$279.74 - $321.29 $44.8K - $51.4K
1.78K $554K
USRT
Ishares Core U.S. Reit ETF

ETFs
-94
- 1.23%
$55.14 - $60.29 $5.18K - $5.67K
7.55K $434K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-9
- 0.39%
$90.0 - $96.32 $810 - $867
2.28K $210K
VNQ
Vanguard Specialized Funds Van

ETFs
-190
- 1.79%
$85.55 - $94.34 $16.3K - $17.9K
10.4K $941K
Spdr Index Shs Fds
-112
- 0.88%
N/A
12.6K $0
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-53
- 1.24%
$75.32 - $84.77 $3.99K - $4.49K
4.21K $343K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-343
- 6.45%
$56.12 - $68.15 $19.2K - $23.4K
4.97K $337K
XOM
Exxon Mobil Corp

Energy
-204
- 5.01%
$105.44 - $118.93 $21.5K - $24.3K
3.87K $460K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-520
- 9.01%
$442.66 - $534.52 $230K - $278K
5.25K $2.8M
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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