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


Currently, Fingerlakes Wealth Management, Inc. holds 98 types of securities in its portfolio with a total value $153.3M. In the most recent quarter, they have increased their positions in MSFT (+3.8K shares, valued at $2.0M), MGV (+6.3K shares, valued at $862.3K), SCHG (+23.2K shares, valued at $738.9K); decreased their positions in SPYM (-1.1K shares, valued at $88.5K), FTEC (-397 shares, valued at $88.2K), AAPL (-265 shares, valued at $67.5K); initiated new positions in COST (+388 shares, valued at $359.4K), BND (+4.0K shares, valued at $299.9K), FNDX (+9.0K shares, valued at $237.8K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MGK VANGUARD WORLD FD29.9K shares2.50%2025-09-302025-10-24history
QQQ INVESCO QQQ TR14.4K shares-0.67%2025-09-302025-10-24history
AAPL APPLE INC32.2K shares-0.82%2025-09-302025-10-24history
SCHG SCHWAB STRATEGIC TR218.2K shares11.87%2025-09-302025-10-24history
XLK SELECT SECTOR SPDR TR24.7K shares8.25%2025-09-302025-10-24history
MGV VANGUARD WORLD FD47.1K shares15.31%2025-09-302025-10-24history
VGT VANGUARD WORLD FD7.5K shares-0.90%2025-09-302025-10-24history
VTI VANGUARD INDEX FDS14.7K shares-0.45%2025-09-302025-10-24history
Sponsored
MSFT MICROSOFT CORP8.9K shares74.76%2025-09-302025-10-24history
FTEC FIDELITY COVINGTON TRUST20.0K shares-1.94%2025-09-302025-10-24history
QWLD SPDR INDEX SHS FDS28.5K shares6.26%2025-09-302025-10-24history
BBUS J P MORGAN EXCHANGE TRADED F28.1K shares9.57%2025-09-302025-10-24history
DIA SPDR DOW JONES INDL AVERAGE7.1K shares0.23%2025-09-302025-10-24history
QQMG INVESCO EXCH TRADED FD TR II69.2K shares1.55%2025-09-302025-10-24history
VOT VANGUARD INDEX FDS9.7K shares2.43%2025-09-302025-10-24history
BRK.B BERKSHIRE HATHAWAY INC DEL5.1K shares-0.14%2025-09-302025-10-24history
Sponsored
ESGU ISHARES TR17.6K shares-0.61%2025-09-302025-10-24history
ESGV VANGUARD WORLD FD21.6K shares0.90%2025-09-302025-10-24history
VO VANGUARD INDEX FDS8.4K shares-0.98%2025-09-302025-10-24history
SPTM SPDR SERIES TRUST30.1K shares-1.84%2025-09-302025-10-24history
DSI ISHARES TR19.2K shares1.49%2025-09-302025-10-24history
SUSA ISHARES TR17.6K shares2.08%2025-09-302025-10-24history
USSG DBX ETF TR35.5K shares1.35%2025-09-302025-10-24history
IVV ISHARES TR3.1K shares0.26%2025-09-302025-10-24history
Sponsored
DGRO ISHARES TR28.7K shares13.96%2025-09-302025-10-24history
IWY ISHARES TR7.1K shares26.43%2025-09-302025-10-24history
VT VANGUARD INTL EQUITY INDEX F14.0K shares-0.25%2025-09-302025-10-24history
LOW LOWES COS INC6.9K shares-1.96%2025-09-302025-10-24history
SPY SPDR S&P 500 ETF TR2.5K shares0.32%2025-09-302025-10-24history
SPMD SPDR SERIES TRUST23.2K shares-1.12%2025-09-302025-10-24history
NEE NEXTERA ENERGY INC16.2K shares0.77%2025-09-302025-10-24history
VOO VANGUARD INDEX FDS2.0K shares0.15%2025-09-302025-10-24history
Sponsored
SPYG SPDR SERIES TRUST11.7K shares-0.07%2025-09-302025-10-24history
HD HOME DEPOT INC3.0K shares11.95%2025-09-302025-10-24history
SPYM SPDR SERIES TRUST14.7K shares-7.12%2025-09-302025-10-24history
AMAT APPLIED MATLS INC5.6K shares0.23%2025-09-302025-10-24history
GOOGL ALPHABET INC4.6K shares-0.30%2025-09-302025-10-24history
VUG VANGUARD INDEX FDS2.2K shares3.31%2025-09-302025-10-24history
GOOG ALPHABET INC4.1K shares-1.73%2025-09-302025-10-24history
CSX CSX CORP27.2K shares-1.32%2025-09-302025-10-24history
Sponsored
VEA VANGUARD TAX-MANAGED FDS15.4K shares31.22%2025-09-302025-10-24history
AMZN AMAZON COM INC3.9K shares0.00%2025-09-302025-10-24history
VNQ VANGUARD INDEX FDS8.9K shares-4.91%2025-09-302025-10-24history
LLY ELI LILLY & CO1.0K shares-6.17%2025-09-302025-10-24history
ESML ISHARES TR17.4K shares-0.32%2025-09-302025-10-24history
VYM VANGUARD WHITEHALL FDS5.2K shares0.08%2025-09-302025-10-24history
NUMV NUSHARES ETF TR18.6K shares0.86%2025-09-302025-10-24history
VBK VANGUARD INDEX FDS2.4K shares6.19%2025-09-302025-10-24history
Sponsored
QTEC FIRST TR EXCHANGE-TRADED FD3.0K shares-2.79%2025-09-302025-10-24history
VB VANGUARD INDEX FDS2.6K shares-0.73%2025-09-302025-10-24history
NVDA NVIDIA CORPORATION3.3K shares-2.36%2025-09-302025-10-24history
IWP ISHARES TR4.1K shares0.10%2025-09-302025-10-24history
CAT CATERPILLAR INC1.2K shares0.42%2025-09-302025-10-24history
SPSM SPDR SERIES TRUST12.2K shares-2.21%2025-09-302025-10-24history
RPV INVESCO EXCHANGE TRADED FD T5.6K shares0.81%2025-09-302025-10-24history
FREL FIDELITY COVINGTON TRUST19.7K shares16.13%2025-09-302025-10-24history
Sponsored
MCD MCDONALDS CORP1.8K shares0.51%2025-09-302025-10-24history
MTUM ISHARES TR2.1K shares-0.58%2025-09-302025-10-24history
NZAC SPDR INDEX SHS FDS12.2K shares-1.35%2025-09-302025-10-24history
SHE SPDR SERIES TRUST3.9K shares0.28%2025-09-302025-10-24history
VIG VANGUARD SPECIALIZED FUNDS2.3K shares0.40%2025-09-302025-10-24history
SLYG SPDR SERIES TRUST5.1K shares-1.62%2025-09-302025-10-24history
ORCL ORACLE CORP1.7K shares0.18%2025-09-302025-10-24history
JNJ JOHNSON & JOHNSON2.5K shares7.90%2025-09-302025-10-24history
Sponsored
NUMG NUSHARES ETF TR8.9K shares1.29%2025-09-302025-10-24history
XOM EXXON MOBIL CORP3.8K shares0.21%2025-09-302025-10-24history
NULG NUSHARES ETF TR4.3K shares6.91%2025-09-302025-10-24history
ESGD ISHARES TR4.3K shares0.26%2025-09-302025-10-24history
SPHB INVESCO EXCH TRADED FD TR II3.6K shares0.00%2025-09-302025-10-24history
XLI SELECT SECTOR SPDR TR2.5K shares0.40%2025-09-302025-10-24history
USRT ISHARES TR6.5K shares-4.73%2025-09-302025-10-24history
COST COSTCO WHSL CORP NEW388 sharesnew addition2025-09-302025-10-24history
Sponsored
IBM INTERNATIONAL BUSINESS MACHS1.3K shares3.27%2025-09-302025-10-24history
LMT LOCKHEED MARTIN CORP708 shares-9.92%2025-09-302025-10-24history
SCHM SCHWAB STRATEGIC TR11.8K shares-0.58%2025-09-302025-10-24history
EQIX EQUINIX INC447 shares-3.66%2025-09-302025-10-24history
IJH ISHARES TR5.2K shares3.00%2025-09-302025-10-24history
MDLZ MONDELEZ INTL INC5.0K shares0.70%2025-09-302025-10-24history
CSCO CISCO SYS INC4.5K shares0.53%2025-09-302025-10-24history
BND VANGUARD BD INDEX FDS4.0K sharesnew addition2025-09-302025-10-24history
Sponsored
AIVL WISDOMTREE TR2.5K shares-8.10%2025-09-302025-10-24history
BTI BRITISH AMERN TOB PLC4.8K shares0.00%2025-09-302025-10-24history
IUSV ISHARES TR2.5K shares7.55%2025-09-302025-10-24history
IUSG ISHARES TR1.5K shares6.97%2025-09-302025-10-24history
PG PROCTER AND GAMBLE CO1.6K shares14.87%2025-09-302025-10-24history
FNDX SCHWAB STRATEGIC TR9.0K sharesnew addition2025-09-302025-10-24history
VSGX VANGUARD WORLD FD3.4K shares0.54%2025-09-302025-10-24history
GLD SPDR GOLD TR635 sharesnew addition2025-09-302025-10-24history
Sponsored
WM WASTE MGMT INC DEL976 shares8.69%2025-09-302025-10-24history
IMCB ISHARES TR2.6K shares-1.72%2025-09-302025-10-24history
IWR ISHARES TR2.2K shares0.23%2025-09-302025-10-24history
DRI DARDEN RESTAURANTS INC1.1K sharesnew addition2025-09-302025-10-24history
SCZ ISHARES TR2.6K sharesnew addition2025-09-302025-10-24history
MDYG SPDR SERIES TRUST2.2K sharesnew addition2025-09-302025-10-24history
EAD ALLSPRING INCOME OPPORTUNIT21.5K sharesnew addition2025-09-302025-10-24history
PL PLANET LABS PBC10.0K shares0.00%2025-09-302025-10-24history
Sponsored
VTN INVESCO TR INVT GRADE NEW YO10.1K sharesnew addition2025-09-302025-10-24history
NRO NEUBERGER BERMAN REAL ESTATE13.1K shares0.89%2025-09-302025-10-24history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available