Fingerlakes Wealth Management, Inc. Portfolio Holdings

Fingerlakes Wealth Management, Inc.

  • $123 Million
  • Q4 2024

Fingerlakes Wealth Management, Inc. has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $123 Million distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Growth ETF with a value of $9.15M, Apple Inc. with a value of $8.74M, Invesco Qqq Trust, Series 1 with a value of $7.86M, Vanguard Information Technolog with a value of $4.89M, and Vanguard Total Stock Market Et with a value of $4.36M.

Examining the 13F form we can see an increase of $3.66M in the current position value, from $120M to 123M.

Below you can find more details about Fingerlakes Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $123 Million
ETFs: $93.9 Million
Technology: $13.3 Million
Consumer Cyclical: $4.48 Million
Industrials: $2.75 Million
Financial Services: $2.62 Million
Communication Services: $1.69 Million
Utilities: $1.35 Million
Healthcare: $1.29 Million
Other: $1.93 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $123 Million
  • Prior Value $120 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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