Fingerlakes Wealth Management, Inc. Reduced Holdings in Q3 2024

Fingerlakes Wealth Management, Inc.

  • $120 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMAT
Applied Materials Inc

Technology
-173
- 2.42%
$174.88 - $254.97 $30.3K - $44.1K
6.97K $1.41M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-397
- 10.86%
$169.92 - $205.38 $67.5K - $81.5K
3.26K $623K
GOOGL
Alphabet Inc.

Communication Services
-60
- 1.22%
$148.65 - $191.18 $8.92K - $11.5K
4.87K $806K
LLY
Eli Lilly & CO

Healthcare
-37
- 3.2%
$772.14 - $960.02 $28.6K - $35.5K
1.12K $991K
VGT
Vanguard Information Technolog

ETFs
-196
- 2.49%
$514.43 - $606.85 $101K - $119K
7.68K $4.51M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-711
- 15.48%
$55.06 - $62.25 $39.1K - $44.3K
3.88K $238K
MRK
Merck & Co., Inc.

Healthcare
-28
- 1.39%
$111.15 - $128.97 $3.11K - $3.61K
1.98K $224K
VBK
Vanguard Small Cap Growth ETF

ETFs
-230
- 9.23%
$240.48 - $267.94 $55.3K - $61.6K
2.26K $604K
VEA
Vanguard Ftse Developed Market

ETFs
-650
- 11.81%
$47.6 - $53.31 $30.9K - $34.7K
4.86K $256K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-377
- 1.9%
$152.9 - $180.39 $57.6K - $68K
19.5K $3.4M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-157
- 5.69%
$81.1 - $89.18 $12.7K - $14K
2.6K $228K
Spdr Index Shs Fds
-490
- 3.37%
N/A
14.1K $0
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-51
- 2.31%
$175.46 - $203.3 $8.95K - $10.4K
2.15K $436K
SPYG
Spdr Portfolio

ETFs
-303
- 2.39%
$73.38 - $84.1 $22.2K - $25.5K
12.4K $1.03M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-762
- 4.17%
$60.84 - $67.51 $46.4K - $51.4K
17.5K $1.18M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
-68
- 1.49%
$102.79 - $114.21 $6.99K - $7.77K
4.48K $509K
VUG
Vanguard Growth ETF

ETFs
-11
- 0.51%
$341.08 - $391.94 $3.75K - $4.31K
2.14K $821K
IWP
Ishares Russell Mid Cap Growth

ETFs
-64
- 1.54%
$103.87 - $117.59 $6.65K - $7.53K
4.1K $481K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-48
- 1.73%
$98.85 - $111.3 $4.74K - $5.34K
2.73K $303K
EQIX
Equinix Inc

Real Estate
-48
- 9.09%
$749.0 - $890.01 $36K - $42.7K
480 $426K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-231
- 1.47%
$434.77 - $502.96 $100K - $116K
15.5K $7.54M
CSX
Csx Corp

Industrials
-347
- 0.81%
$32.48 - $35.45 $11.3K - $12.3K
42.6K $1.47M
VB
Vanguard Small Cap ETF

ETFs
-81
- 2.87%
$214.77 - $237.72 $17.4K - $19.3K
2.75K $651K
JNJ
Johnson & Johnson

Healthcare
-79
- 2.6%
$145.48 - $167.38 $11.5K - $13.2K
2.95K $478K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-122
- 2.25%
$64.35 - $75.71 $7.85K - $9.24K
5.31K $391K
USRT
Ishares Core U.S. Reit ETF

ETFs
-302
- 3.42%
$53.07 - $62.66 $16K - $18.9K
8.52K $524K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-57
- 0.42%
$41.02 - $46.01 $2.34K - $2.62K
13.6K $618K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-899
- 2.63%
$63.28 - $70.06 $56.9K - $63K
33.2K $2.33M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-8
- 0.25%
$85.44 - $110.36 $684 - $883
3.15K $347K
IVV
Ishares Core S&P 500 ETF

ETFs
-43
- 1.35%
$520.18 - $576.82 $22.4K - $24.8K
3.13K $1.81M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-32
- 0.17%
$32.65 - $36.84 $1.04K - $1.18K
18.9K $697K
SPMD
Spdr Portfolio

ETFs
-174
- 0.69%
$50.29 - $54.92 $8.75K - $9.56K
25K $1.37M
VT
Vanguard Total World Stk Index

ETFs
-152
- 1.04%
$107.72 - $119.96 $16.4K - $18.2K
14.4K $1.73M
MGV
Vanguard Mega Cap Value

ETFs
-1.52K
- 5.28%
$118.0 - $128.28 $179K - $195K
27.2K $3.49M
MCD
Mcdonalds Corp

Consumer Cyclical
-7
- 0.36%
$245.82 - $304.51 $1.72K - $2.13K
1.93K $586K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-293
- 1.35%
$113.45 - $126.18 $33.2K - $37K
21.5K $2.71M
QWLD
Spdr Index Shs Fds

ETFs
-590
- 2.66%
$117.82 - $128.91 $69.5K - $76.1K
21.6K $2.78M
VOT
Vanguard Mid Cap Growth Index

ETFs
-71
- 0.74%
$218.05 - $243.47 $15.5K - $17.3K
9.54K $2.32M
LMT
Lockheed Martin Corp

Industrials
-14
- 1.2%
$460.3 - $584.56 $6.44K - $8.18K
1.16K $675K
HD
Home Depot, Inc.

Consumer Cyclical
-41
- 1.34%
$333.64 - $405.2 $13.7K - $16.6K
3.03K $1.23M
LOW
Lowes Companies Inc

Consumer Cyclical
-13
- 0.16%
$213.3 - $270.78 $2.77K - $3.52K
7.99K $2.16M
AAPL
Apple Inc.

Technology
-470
- 1.31%
$207.23 - $234.82 $97.4K - $110K
35.3K $8.22M
Activity Summary
Buys All Purchases 43 New Holdings 4 Increased Positions 39 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Fingerlakes Wealth Management, Inc. Portfolio

Follow Fingerlakes Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fingerlakes Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fingerlakes Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email