Fingerlakes Wealth Management, Inc. Sells in Q4 2024

Fingerlakes Wealth Management, Inc.

  • $123 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMAT
Applied Materials Inc

Technology
-196
- 2.81%
$161.44 - $213.89 $31.6K - $41.9K
6.77K $1.1M
LOW
Lowes Companies Inc

Consumer Cyclical
-3
- 0.04%
$244.52 - $284.07 $734 - $852
7.99K $1.97M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.76K
- 8.19%
$124.61 - $133.96 $219K - $236K
19.7K $2.54M
LMT
Lockheed Martin Corp

Industrials
-94
- 8.14%
$479.66 - $614.62 $45.1K - $57.8K
1.06K $515K
LLY
Eli Lilly & CO

Healthcare
-5
- 0.45%
$727.2 - $932.06 $3.64K - $4.66K
1.11K $860K
CSX
Csx Corp

Industrials
-378
- 0.89%
$31.58 - $36.88 $11.9K - $13.9K
42.2K $1.36M
USRT
Ishares Core U.S. Reit ETF

ETFs
-881
- 10.34%
$55.97 - $62.75 $49.3K - $55.3K
7.64K $437K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-1.13K
- 5.96%
$34.46 - $38.29 $38.9K - $43.2K
17.8K $620K
HD
Home Depot, Inc.

Consumer Cyclical
-54
- 1.78%
$385.02 - $431.37 $20.8K - $23.3K
2.97K $1.16M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-62
- 1.06%
$442.29 - $483.08 $27.4K - $30K
5.77K $2.62M
VT
Vanguard Total World Stk Index

ETFs
-203
- 1.41%
$117.09 - $123.07 $23.8K - $25K
14.2K $1.67M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-1.4K
- 7.37%
$41.09 - $45.94 $57.7K - $64.5K
17.6K $741K
JNJ
Johnson & Johnson

Healthcare
-13
- 0.44%
$143.34 - $165.86 $1.86K - $2.16K
2.94K $425K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.22K
- 3.68%
$69.3 - $74.3 $84.8K - $90.9K
32K $2.29M
PG
Procter & Gamble CO

Consumer Defensive
-179
- 10.11%
$161.05 - $179.7 $28.8K - $32.2K
1.59K $266K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
-1.19K
- 3.28%
$52.71 - $56.65 $62.5K - $67.2K
34.9K $1.89M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-648
- 4.77%
$44.33 - $49.55 $28.7K - $32.1K
12.9K $581K
SPMD
Spdr Portfolio

ETFs
-649
- 2.6%
$54.13 - $59.56 $35.1K - $38.7K
24.4K $1.33M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-128
- 3.93%
$185.87 - $204.12 $23.8K - $26.1K
3.13K $589K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
-360
- 8.03%
$113.29 - $121.45 $40.8K - $43.7K
4.12K $477K
IBM
International Business Machines Corp

Technology
-137
- 10.61%
$204.9 - $238.04 $28.1K - $32.6K
1.15K $253K
VEA
Vanguard Ftse Developed Market

ETFs
-127
- 2.62%
$47.57 - $52.44 $6.04K - $6.66K
4.73K $226K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-73
- 2.32%
$101.82 - $114.06 $7.43K - $8.33K
3.08K $318K
PEP
Pepsico Inc

Consumer Defensive
-16
- 1.06%
$151.29 - $176.1 $2.42K - $2.82K
1.5K $227K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-99
- 1.84%
$89.9 - $100.66 $8.9K - $9.97K
5.29K $477K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-33
- 1.21%
$106.1 - $114.66 $3.5K - $3.78K
2.7K $287K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-559
- 3.19%
$66.77 - $71.52 $37.3K - $40K
16.9K $1.17M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-135
- 5.19%
$86.65 - $94.9 $11.7K - $12.8K
2.47K $214K
VO
Vanguard Mid Cap ETF

ETFs
-55
- 0.62%
$261.5 - $284.63 $14.4K - $15.7K
8.8K $2.33M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-793
- 3.44%
$100.18 - $109.1 $79.4K - $86.5K
22.2K $2.33M
SRE
Sempra Energy

Utilities
-143
- 5.54%
$80.81 - $94.77 $11.6K - $13.6K
2.44K $213K
CSCO
Cisco Systems, Inc.

Technology
-583
- 10.61%
$52.45 - $60.02 $30.6K - $35K
4.91K $290K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-9
- 0.23%
$61.68 - $67.87 $555 - $611
3.95K $245K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-46
- 2.14%
$201.32 - $217.44 $9.26K - $10K
2.11K $435K
Spdr Index Shs Fds
-1.34K
- 9.52%
N/A
12.7K $0
VB
Vanguard Small Cap ETF

ETFs
-2
- 0.07%
$233.76 - $261.58 $468 - $523
2.74K $659K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-12
- 0.17%
$417.69 - $450.94 $5.01K - $5.41K
7.17K $3.05M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-29
- 0.4%
$44.28 - $51.47 $1.28K - $1.49K
7.23K $342K
SPY
Spdr S&P 500 ETF Trust

ETFs
-10
- 0.42%
$567.81 - $607.81 $5.68K - $6.08K
2.36K $1.38M
VBK
Vanguard Small Cap Growth ETF

ETFs
-3
- 0.13%
$264.18 - $304.19 $793 - $913
2.26K $632K
IVV
Ishares Core S&P 500 ETF

ETFs
-3
- 0.1%
$570.51 - $610.59 $1.71K - $1.83K
3.13K $1.84M
SPYG
Spdr Portfolio

ETFs
-272
- 2.2%
$81.74 - $91.38 $22.2K - $24.9K
12.1K $1.07M
VTI
Vanguard Total Stock Market Et

ETFs
-164
- 1.08%
$280.04 - $302.45 $45.9K - $49.6K
15.1K $4.36M
AMZN
Amazon Com Inc

Consumer Cyclical
-4
- 0.11%
$180.88 - $232.93 $724 - $932
3.62K $795K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-77
- 0.5%
$481.22 - $538.17 $37.1K - $41.4K
15.4K $7.86M
AAPL
Apple Inc.

Technology
-430
- 1.22%
$221.69 - $259.02 $95.3K - $111K
34.9K $8.74M
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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