Sponsored

The Analysis of Fingerlakes Wealth Management, Inc.'s Holdings & P&L

Currently, Fingerlakes Wealth Management, Inc. holds 97 types of securities in its portfolio with a total value $150.8M. In the most recent quarter, they have increased their positions in MGV (+4.8K shares, valued at $690.5K), SCHG (+14.5K shares, valued at $423.1K), QQMG (+7.7K shares, valued at $306.3K); decreased their positions in MGK (-1.1K shares, valued at $410.4K), XLK (-2.9K shares, valued at $381.6K), AAPL (-1.2K shares, valued at $299.7K); initiated new positions in GLW (+1.7K shares, valued at $232.4K), T (+6.9K shares, valued at $200.7K).

1M P&L

+9.2M+6.17%

3M P&L

-77.9M-32.97%

HY P&L

-74.6M-32.02%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A110.2M

80.5%

2Consumer Electronics7.8M

5.7%

3Software - Infrastructure3.5M

2.6%

Top Industries by Stock Count

1N/A65 stocks

70.7%

2Drug Manufacturers - General2 stocks

2.2%

3Home Improvement Retail2 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MGK VANGUARD WORLD FD28.2K shares-3.81%2026-03-312026-04-21

MGV VANGUARD WORLD FD55.7K shares9.35%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR13.8K shares-2.40%2026-03-312026-04-21

AAPL APPLE INC30.7K shares-3.70%2026-03-312026-04-21

SCHG SCHWAB STRATEGIC TR245.8K shares6.28%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR45.0K shares-6.00%2026-03-312026-04-21

VGT VANGUARD WORLD FD6.9K shares-3.88%2026-03-312026-04-21

VTI VANGUARD INDEX FDS14.9K shares-0.56%2026-03-312026-04-21

Sponsored

QWLD SPDR INDEX SHS FDS31.1K shares2.63%2026-03-312026-04-21

FTEC FIDELITY COVINGTON TRUST19.1K shares-2.60%2026-03-312026-04-21

BBUS J P MORGAN EXCHANGE TRADED F30.2K shares2.16%2026-03-312026-04-21

MSFT MICROSOFT CORP8.9K shares-0.22%2026-03-312026-04-21

QQMG INVESCO EXCH TRADED FD TR II80.9K shares10.58%2026-03-312026-04-21

DIA STATE STR SPDR DOW JONES IND6.8K shares-0.32%2026-03-312026-04-21

DSI ISHARES TR21.2K shares5.15%2026-03-312026-04-21

ESGV VANGUARD WORLD FD22.7K shares3.48%2026-03-312026-04-21

Sponsored

SUSA ISHARES TR18.8K shares1.75%2026-03-312026-04-21

ESGU ISHARES TR17.3K shares-0.42%2026-03-312026-04-21

VOT VANGUARD INDEX FDS9.5K shares0.03%2026-03-312026-04-21

VO VANGUARD INDEX FDS8.3K shares-0.48%2026-03-312026-04-21

USSG DBX ETF TR38.3K shares4.95%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.6K shares-6.52%2026-03-312026-04-21

DGRO ISHARES TR31.2K shares3.24%2026-03-312026-04-21

IWY ISHARES TR8.5K shares5.62%2026-03-312026-04-21

Sponsored

IVV ISHARES TR3.1K shares4.38%2026-03-312026-04-21

SPTM SPDR SERIES TRUST25.4K shares-9.83%2026-03-312026-04-21

VT VANGUARD INTL EQUITY INDEX F13.9K shares-0.37%2026-03-312026-04-21

AMAT APPLIED MATLS INC5.5K shares-1.24%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T2.5K shares-1.72%2026-03-312026-04-21

LOW LOWES COS INC6.6K shares-2.21%2026-03-312026-04-21

NEE NEXTERA ENERGY INC16.6K shares0.64%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS21.3K shares18.41%2026-03-312026-04-21

Sponsored

SPMD SPDR SERIES TRUST21.6K shares-1.80%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS2.1K shares5.60%2026-03-312026-04-21

ALPHABET INC ALPHABET INC4.4K shares-1.91%2026-03-312026-04-21

ALPHABET INC ALPHABET INC4.1K shares-0.95%2026-03-312026-04-21

SPYM SPDR SERIES TRUST14.3K shares-2.58%2026-03-312026-04-21

CSX CSX CORP25.7K shares-5.09%2026-03-312026-04-21

HD HOME DEPOT INC2.9K shares-1.80%2026-03-312026-04-21

LLY ELI LILLY & CO1.0K shares1.55%2026-03-312026-04-21

Sponsored

SPYG SPDR SERIES TRUST9.8K shares-6.40%2026-03-312026-04-21

VUG VANGUARD INDEX FDS2.0K shares0.56%2026-03-312026-04-21

ESML ISHARES TR17.6K shares1.25%2026-03-312026-04-21

CAT CATERPILLAR INC1.2K shares-1.20%2026-03-312026-04-21

VBK VANGUARD INDEX FDS2.6K shares3.38%2026-03-312026-04-21

VYM VANGUARD WHITEHALL FDS5.2K shares0.12%2026-03-312026-04-21

AMZN AMAZON COM INC3.7K shares-1.29%2026-03-312026-04-21

NUMV NUSHARES ETF TR19.1K shares0.88%2026-03-312026-04-21

Sponsored

VNQ VANGUARD INDEX FDS8.3K shares-4.95%2026-03-312026-04-21

XOM EXXON MOBIL CORP4.1K shares-0.71%2026-03-312026-04-21

VB VANGUARD INDEX FDS2.5K shares1.69%2026-03-312026-04-21

FREL FIDELITY COVINGTON TRUST24.1K shares12.00%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON2.5K shares-1.11%2026-03-312026-04-21

RPV INVESCO EXCHANGE TRADED FD T5.7K shares0.62%2026-03-312026-04-21

ESGD ISHARES TR6.0K shares29.13%2026-03-312026-04-21

MCD MCDONALDS CORP1.8K shares0.50%2026-03-312026-04-21

Sponsored

SPSM SPDR SERIES TRUST11.4K shares0.04%2026-03-312026-04-21

MTUM ISHARES TR2.3K shares11.80%2026-03-312026-04-21

FNDX SCHWAB STRATEGIC TR19.1K shares45.35%2026-03-312026-04-21

QTEC FIRST TR EXCHANGE-TRADED FD2.5K shares0.16%2026-03-312026-04-21

IWP ISHARES TR4.0K shares0.02%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS2.3K shares0.39%2026-03-312026-04-21

SHE SPDR SERIES TRUST3.8K shares-1.31%2026-03-312026-04-21

NZAC SPDR INDEX SHS FDS11.7K shares-2.41%2026-03-312026-04-21

Sponsored

BND VANGUARD BD INDEX FDS6.1K shares-0.37%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP732 shares-0.95%2026-03-312026-04-21

EQIX EQUINIX INC442 shares0.45%2026-03-312026-04-21

SLYG SPDR SERIES TRUST4.4K shares-6.13%2026-03-312026-04-21

NVDA NVIDIA CORPORATION2.4K shares4.40%2026-03-312026-04-21

NUMG NUSHARES ETF TR10.2K shares14.46%2026-03-312026-04-21

SPHB INVESCO EXCH TRADED FD TR II3.6K shares0.00%2026-03-312026-04-21

XLI SELECT SECTOR SPDR TR2.4K shares0.25%2026-03-312026-04-21

Sponsored

CSCO CISCO SYS INC4.9K shares0.47%2026-03-312026-04-21

NULG NUSHARES ETF TR4.2K shares0.00%2026-03-312026-04-21

SCHM SCHWAB STRATEGIC TR12.0K shares0.23%2026-03-312026-04-21

IJH ISHARES TR5.3K shares0.15%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION356 shares0.00%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS1.4K shares0.00%2026-03-312026-04-21

USRT ISHARES TR5.5K shares-2.89%2026-03-312026-04-21

PL PLANET LABS PBC10.0K shares0.00%2026-03-312026-04-21

Sponsored

BTI BRITISH AMERN TOB PLC4.8K shares0.00%2026-03-312026-04-21

GLD SPDR GOLD TR639 shares13.10%2026-03-312026-04-21

AIVL WISDOMTREE TR2.3K shares-9.89%2026-03-312026-04-21

IUSV ISHARES TR2.5K shares0.40%2026-03-312026-04-21

IWR ISHARES TR2.5K shares-2.59%2026-03-312026-04-21

ORCL ORACLE CORP1.6K shares-3.75%2026-03-312026-04-21

VSGX VANGUARD WORLD FD3.3K shares-1.89%2026-03-312026-04-21

GLW CORNING INC1.7K sharesnew addition2026-03-312026-04-21

Sponsored

IUSG ISHARES TR1.5K shares0.14%2026-03-312026-04-21

MDLZ MONDELEZ INTL INC3.9K shares-19.16%2026-03-312026-04-21

PEP PEPSICO INC1.4K shares-6.39%2026-03-312026-04-21

PVAL PUTNAM ETF TRUST4.7K shares0.00%2026-03-312026-04-21

WM WASTE MGMT INC DEL883 shares-10.81%2026-03-312026-04-21

T AT&T INC6.9K sharesnew addition2026-03-312026-04-21

EAD ALLSPRING INCOME OPPORTUNIT21.3K shares2.37%2026-03-312026-04-21

VTN INVESCO TR INVT GRADE NEW YO10.5K shares1.82%2026-03-312026-04-21

Sponsored

NRO NEUBERGER R/EST SECS INC FD14.4K shares-0.12%2026-03-312026-04-21

MGK

VANGUARD WORLD FD

-3.81%

Shares28.2K

Event2026-03-31

Filed2026-04-21

MGV

VANGUARD WORLD FD

9.35%

Shares55.7K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

-2.40%

Shares13.8K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-3.70%

Shares30.7K

Event2026-03-31

Filed2026-04-21

SCHG

SCHWAB STRATEGIC TR

6.28%

Shares245.8K

Event2026-03-31

Filed2026-04-21

XLK

SELECT SECTOR SPDR TR

-6.00%

Shares45.0K

Event2026-03-31

Filed2026-04-21

VGT

VANGUARD WORLD FD

-3.88%

Shares6.9K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

-0.56%

Shares14.9K

Event2026-03-31

Filed2026-04-21

QWLD

SPDR INDEX SHS FDS

2.63%

Shares31.1K

Event2026-03-31

Filed2026-04-21

FTEC

FIDELITY COVINGTON TRUST

-2.60%

Shares19.1K

Event2026-03-31

Filed2026-04-21

BBUS

J P MORGAN EXCHANGE TRADED F

2.16%

Shares30.2K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

-0.22%

Shares8.9K

Event2026-03-31

Filed2026-04-21

QQMG

INVESCO EXCH TRADED FD TR II

10.58%

Shares80.9K

Event2026-03-31

Filed2026-04-21

DIA

STATE STR SPDR DOW JONES IND

-0.32%

Shares6.8K

Event2026-03-31

Filed2026-04-21

DSI

ISHARES TR

5.15%

Shares21.2K

Event2026-03-31

Filed2026-04-21

ESGV

VANGUARD WORLD FD

3.48%

Shares22.7K

Event2026-03-31

Filed2026-04-21

SUSA

ISHARES TR

1.75%

Shares18.8K

Event2026-03-31

Filed2026-04-21

ESGU

ISHARES TR

-0.42%

Shares17.3K

Event2026-03-31

Filed2026-04-21

VOT

VANGUARD INDEX FDS

0.03%

Shares9.5K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-0.48%

Shares8.3K

Event2026-03-31

Filed2026-04-21

USSG

DBX ETF TR

4.95%

Shares38.3K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

-6.52%

Shares4.6K

Event2026-03-31

Filed2026-04-21

DGRO

ISHARES TR

3.24%

Shares31.2K

Event2026-03-31

Filed2026-04-21

IWY

ISHARES TR

5.62%

Shares8.5K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

4.38%

Shares3.1K

Event2026-03-31

Filed2026-04-21

SPTM

SPDR SERIES TRUST

-9.83%

Shares25.4K

Event2026-03-31

Filed2026-04-21

VANGUARD INTL EQUITY INDEX F

-0.37%

Shares13.9K

Event2026-03-31

Filed2026-04-21

AMAT

APPLIED MATLS INC

-1.24%

Shares5.5K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

-1.72%

Shares2.5K

Event2026-03-31

Filed2026-04-21

LOW

LOWES COS INC

-2.21%

Shares6.6K

Event2026-03-31

Filed2026-04-21

NEE

NEXTERA ENERGY INC

0.64%

Shares16.6K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

18.41%

Shares21.3K

Event2026-03-31

Filed2026-04-21

SPMD

SPDR SERIES TRUST

-1.80%

Shares21.6K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

5.60%

Shares2.1K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-1.91%

Shares4.4K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-0.95%

Shares4.1K

Event2026-03-31

Filed2026-04-21

SPYM

SPDR SERIES TRUST

-2.58%

Shares14.3K

Event2026-03-31

Filed2026-04-21

CSX

CSX CORP

-5.09%

Shares25.7K

Event2026-03-31

Filed2026-04-21

HOME DEPOT INC

-1.80%

Shares2.9K

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & CO

1.55%

Shares1.0K

Event2026-03-31

Filed2026-04-21

SPYG

SPDR SERIES TRUST

-6.40%

Shares9.8K

Event2026-03-31

Filed2026-04-21

VUG

VANGUARD INDEX FDS

0.56%

Shares2.0K

Event2026-03-31

Filed2026-04-21

ESML

ISHARES TR

1.25%

Shares17.6K

Event2026-03-31

Filed2026-04-21

CAT

CATERPILLAR INC

-1.20%

Shares1.2K

Event2026-03-31

Filed2026-04-21

VBK

VANGUARD INDEX FDS

3.38%

Shares2.6K

Event2026-03-31

Filed2026-04-21

VYM

VANGUARD WHITEHALL FDS

0.12%

Shares5.2K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

-1.29%

Shares3.7K

Event2026-03-31

Filed2026-04-21

NUMV

NUSHARES ETF TR

0.88%

Shares19.1K

Event2026-03-31

Filed2026-04-21

VNQ

VANGUARD INDEX FDS

-4.95%

Shares8.3K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

-0.71%

Shares4.1K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

1.69%

Shares2.5K

Event2026-03-31

Filed2026-04-21

FREL

FIDELITY COVINGTON TRUST

12.00%

Shares24.1K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

-1.11%

Shares2.5K

Event2026-03-31

Filed2026-04-21

RPV

INVESCO EXCHANGE TRADED FD T

0.62%

Shares5.7K

Event2026-03-31

Filed2026-04-21

ESGD

ISHARES TR

29.13%

Shares6.0K

Event2026-03-31

Filed2026-04-21

MCD

MCDONALDS CORP

0.50%

Shares1.8K

Event2026-03-31

Filed2026-04-21

SPSM

SPDR SERIES TRUST

0.04%

Shares11.4K

Event2026-03-31

Filed2026-04-21

MTUM

ISHARES TR

11.80%

Shares2.3K

Event2026-03-31

Filed2026-04-21

FNDX

SCHWAB STRATEGIC TR

45.35%

Shares19.1K

Event2026-03-31

Filed2026-04-21

QTEC

FIRST TR EXCHANGE-TRADED FD

0.16%

Shares2.5K

Event2026-03-31

Filed2026-04-21

IWP

ISHARES TR

0.02%

Shares4.0K

Event2026-03-31

Filed2026-04-21

VIG

VANGUARD SPECIALIZED FUNDS

0.39%

Shares2.3K

Event2026-03-31

Filed2026-04-21

SHE

SPDR SERIES TRUST

-1.31%

Shares3.8K

Event2026-03-31

Filed2026-04-21

NZAC

SPDR INDEX SHS FDS

-2.41%

Shares11.7K

Event2026-03-31

Filed2026-04-21

BND

VANGUARD BD INDEX FDS

-0.37%

Shares6.1K

Event2026-03-31

Filed2026-04-21

LMT

LOCKHEED MARTIN CORP

-0.95%

Shares732

Event2026-03-31

Filed2026-04-21

EQIX

EQUINIX INC

0.45%

Shares442

Event2026-03-31

Filed2026-04-21

SLYG

SPDR SERIES TRUST

-6.13%

Shares4.4K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

4.40%

Shares2.4K

Event2026-03-31

Filed2026-04-21

NUMG

NUSHARES ETF TR

14.46%

Shares10.2K

Event2026-03-31

Filed2026-04-21

SPHB

INVESCO EXCH TRADED FD TR II

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-21

XLI

SELECT SECTOR SPDR TR

0.25%

Shares2.4K

Event2026-03-31

Filed2026-04-21

CSCO

CISCO SYS INC

0.47%

Shares4.9K

Event2026-03-31

Filed2026-04-21

NULG

NUSHARES ETF TR

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-21

SCHM

SCHWAB STRATEGIC TR

0.23%

Shares12.0K

Event2026-03-31

Filed2026-04-21

IJH

ISHARES TR

0.15%

Shares5.3K

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares356

Event2026-03-31

Filed2026-04-21

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-21

USRT

ISHARES TR

-2.89%

Shares5.5K

Event2026-03-31

Filed2026-04-21

PLANET LABS PBC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-21

BTI

BRITISH AMERN TOB PLC

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-21

GLD

SPDR GOLD TR

13.10%

Shares639

Event2026-03-31

Filed2026-04-21

AIVL

WISDOMTREE TR

-9.89%

Shares2.3K

Event2026-03-31

Filed2026-04-21

IUSV

ISHARES TR

0.40%

Shares2.5K

Event2026-03-31

Filed2026-04-21

IWR

ISHARES TR

-2.59%

Shares2.5K

Event2026-03-31

Filed2026-04-21

ORCL

ORACLE CORP

-3.75%

Shares1.6K

Event2026-03-31

Filed2026-04-21

VSGX

VANGUARD WORLD FD

-1.89%

Shares3.3K

Event2026-03-31

Filed2026-04-21

GLW

CORNING INC

New

Shares1.7K

Event2026-03-31

Filed2026-04-21

IUSG

ISHARES TR

0.14%

Shares1.5K

Event2026-03-31

Filed2026-04-21

MDLZ

MONDELEZ INTL INC

-19.16%

Shares3.9K

Event2026-03-31

Filed2026-04-21

PEP

PEPSICO INC

-6.39%

Shares1.4K

Event2026-03-31

Filed2026-04-21

PVAL

PUTNAM ETF TRUST

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-21

WASTE MGMT INC DEL

-10.81%

Shares883

Event2026-03-31

Filed2026-04-21

AT&T INC

New

Shares6.9K

Event2026-03-31

Filed2026-04-21

EAD

ALLSPRING INCOME OPPORTUNIT

2.37%

Shares21.3K

Event2026-03-31

Filed2026-04-21

VTN

INVESCO TR INVT GRADE NEW YO

1.82%

Shares10.5K

Event2026-03-31

Filed2026-04-21

NRO

NEUBERGER R/EST SECS INC FD

-0.12%

Shares14.4K

Event2026-03-31

Filed2026-04-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available