Fingerlakes Wealth Management, Inc. Purchases in Q4 2024

Fingerlakes Wealth Management, Inc.

  • $123 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.62K
+ 6.49%
$316.94 - $357.88 $515K - $581K
26.6K $9.15M
XLK
Technology Sector Spdr

ETFs
3.76K
+ 26.85%
$220.26 - $241.44 $829K - $908K
17.8K $4.13M
SCHG
Schwab Strategic Tr Us Large C

ETFs
118K
+ 353.16%
$25.93 - $105.3 $3.05M - $12.4M
151K $4.21M
IWY
Ishares Tr Russell 200 Growth

ETFs
2.66K
New
$216.72 - $244.71 $577K - $652K
2.66K $626K
QQMG
Invesco Exchange Traded Fd Tr

ETFs
15.1K
+ 38.0%
$32.89 - $36.52 $496K - $551K
54.8K $1.91M
VGT
Vanguard Information Technolog

ETFs
182
+ 2.37%
$571.78 - $647.97 $104K - $118K
7.87K $4.89M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
878
+ 4.5%
$170.03 - $192.78 $149K - $169K
20.4K $3.77M
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.1K
+ 10.48%
$102.46 - $110.17 $215K - $231K
22.1K $2.34M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.14K
+ 6.45%
$107.41 - $115.71 $122K - $132K
18.8K $2.07M
VOT
Vanguard Mid Cap Growth Index

ETFs
126
+ 1.32%
$241.48 - $274.89 $30.4K - $34.6K
9.67K $2.45M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
674
+ 4.26%
$118.0 - $127.04 $79.5K - $85.6K
16.5K $2.01M
GOOG
Alphabet Inc.

Communication Services
13
+ 0.32%
$163.08 - $198.16 $2.12K - $2.58K
4.03K $767K
DGRO
Ishares Core Dividend Growth E

ETFs
1.62K
+ 8.03%
$60.73 - $64.94 $98.3K - $105K
21.8K $1.34M
VUG
Vanguard Growth ETF

ETFs
3
+ 0.14%
$378.79 - $428.11 $1.14K - $1.28K
2.14K $879K
NVDA
Nvidia Corp

Technology
1
+ 0.03%
$117.0 - $148.88 $117 - $149
3.44K $461K
IWP
Ishares Russell Mid Cap Growth

ETFs
4
+ 0.1%
$116.4 - $138.52 $466 - $554
4.11K $520K
EQIX
Equinix Inc

Real Estate
3
+ 0.63%
$865.69 - $985.0 $2.6K - $2.96K
483 $455K
MGV
Vanguard Mega Cap Value

ETFs
959
+ 3.53%
$124.06 - $133.48 $119K - $128K
28.2K $3.52M
BTI
British American Tobacco P.L.C.

Consumer Defensive
738
+ 13.07%
$34.25 - $37.94 $25.3K - $28K
6.38K $231K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7
+ 0.48%
$521.84 - $558.82 $3.65K - $3.91K
1.47K $792K
QWLD
Spdr Index Shs Fds

ETFs
964
+ 4.46%
$123.39 - $130.49 $119K - $126K
22.6K $2.79M
RPV
Invesco Exchange Traded Fd Tr

ETFs
30
+ 0.55%
$87.41 - $97.21 $2.62K - $2.92K
5.47K $493K
VIG
Vanguard Dividend Appreciation

ETFs
20
+ 0.9%
N/A
2.25K $410K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8.99K
+ 200.71%
$27.54 - $83.04 $247K - $746K
13.5K $373K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
9
+ 0.17%
$126.68 - $134.74 $1.14K - $1.21K
5.16K $658K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
14
+ 0.62%
$91.94 - $100.02 $1.29K - $1.4K
2.29K $212K
ORCL
Oracle Corp

Technology
4
+ 0.23%
$165.41 - $192.43 $662 - $770
1.71K $285K
XLI
Industrial Sector Spdr

ETFs
13
+ 0.5%
$131.76 - $143.99 $1.71K - $1.87K
2.62K $345K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
202
+ 4.98%
$75.65 - $83.47 $15.3K - $16.9K
4.26K $324K
FREL
Fidelity Covington Tr Msci Rea

ETFs
562
+ 3.91%
$26.61 - $29.85 $15K - $16.8K
14.9K $403K
MCD
Mcdonalds Corp

Consumer Cyclical
11
+ 0.57%
$288.47 - $316.54 $3.17K - $3.48K
1.94K $561K
XOM
Exxon Mobil Corp

Energy
30
+ 0.74%
$105.51 - $125.37 $3.17K - $3.76K
4.07K $438K
CAT
Caterpillar Inc

Industrials
12
+ 0.86%
$360.37 - $416.88 $4.32K - $5K
1.41K $511K
MDLZ
Mondelez International, Inc.

Consumer Defensive
5
+ 0.09%
$59.25 - $72.99 $296 - $365
5.32K $317K
VNQ
Vanguard Specialized Funds Van

ETFs
48
+ 0.46%
$87.85 - $98.6 $4.22K - $4.73K
10.6K $942K
NEE
Nextera Energy Inc

Utilities
81
+ 0.51%
$69.77 - $85.43 $5.65K - $6.92K
15.9K $1.14M
Activity Summary
Buys All Purchases 37 New Holdings 1 Increased Positions 36 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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