Fingerlakes Wealth Management, Inc. Portfolio Holdings

Fingerlakes Wealth Management, Inc.

  • $117 Million
  • Q1 2025

Fingerlakes Wealth Management, Inc. has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $117 Million distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Growth ETF with a value of $8.89M, Apple Inc. with a value of $7.39M, Invesco Qqq Trust, Series 1 with a value of $7.09M, Technology Sector Spdr with a value of $4.56M, and Vanguard Information Technolog with a value of $4.19M.

Examining the 13F form we can see an decrease of $6.33M in the current position value, from $123M to 117M.

Below you can find more details about Fingerlakes Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $117 Million
ETFs: $91.2 Million
Technology: $11.3 Million
Consumer Cyclical: $4.08 Million
Financial Services: $2.8 Million
Industrials: $1.96 Million
Communication Services: $1.36 Million
Healthcare: $1.32 Million
Utilities: $1.13 Million
Other: $1.87 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $117 Million
  • Prior Value $123 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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