Fingerlakes Wealth Management, Inc. Portfolio Holdings
Fingerlakes Wealth Management, Inc.
- $103 Million
- Q1 2024
Fingerlakes Wealth Management, Inc. has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $103 Million distributed in 90 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $7.1M, Apple Inc. with a value of $6.13M, Vanguard Mega Cap Growth ETF with a value of $5.81M, Vanguard Information Technolog with a value of $4.13M, and Vanguard Total Stock Market Et with a value of $3.99M.
Examining the 13F form we can see an increase of $10.5M in the current position value, from $92.5M to 103M.
Below you can find more details about Fingerlakes Wealth Management, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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