HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 INVESCO QQQ TR |
15,999 | -76 | $7,104 |
| QQQ | 15,999 | -76 | $7,104 |
| APPLE INC |
35,721 | -392 | $6,125 |
| AAPL | 35,721 | -392 | $6,125 |
| VANGUARD WORLD FD (MGK) |
20,271 | +2,144 | $5,810 |
| MGK | 20,271 | +2,144 | $5,810 |
| VANGUARD WORLD FD (VGT) |
7,871 | -23 | $4,127 |
| VGT | 7,871 | -23 | $4,127 |
| VANGUARD INDEX FDS (VTI) |
15,353 | +166 | $3,990 |
| VTI | 15,353 | +166 | $3,990 |
| VANGUARD WORLD FD (MGV) |
25,775 | +654 | $3,080 |
| MGV | 25,775 | +654 | $3,080 |
| SPDR DOW JONES INDL AVERAGE (DIA) |
7,163 | +29 | $2,849 |
| DIA | 7,163 | +29 | $2,849 |
| FIDELITY COVINGTON TRUST |
17,550 | +3,048 | $2,735 |
| FTEC | 17,550 | +3,048 | $2,735 |
| ISHARES TR (ESGU) |
22,506 | +736 | $2,587 |
| ESGU | 22,506 | +736 | $2,587 |
 BERKSHIRE HATHAWAY INC DEL |
$2,495 | ||
| BRK.B | 5,934 | +46 | $2,495 |
| SPDR INDEX SHS FDS (QWLD) |
19,593 | +450 | $2,350 |
| QWLD | 19,593 | +450 | $2,350 |
| MICROSOFT CORP |
5,355 | +77 | $2,253 |
| MSFT | 5,355 | +77 | $2,253 |
| SPDR SER TR (SPTM) |
34,841 | -219 | $2,235 |
| SPTM | 34,841 | -219 | $2,235 |
| VANGUARD INDEX FDS (VO) |
8,861 | +244 | $2,214 |
| VO | 8,861 | +244 | $2,214 |
| SCHWAB STRATEGIC TR |
22,592 | +1,582 | $2,095 |
| SCHG | 22,592 | +1,582 | $2,095 |
| VANGUARD WORLD FD (ESGV) |
22,309 | +963 | $2,079 |
| ESGV | 22,309 | +963 | $2,079 |
| VANGUARD INDEX FDS (VOT) |
8,773 | +429 | $2,069 |
| VOT | 8,773 | +429 | $2,069 |
| LOWES COS INC |
8,065 | -1 | $2,054 |
| LOW | 8,065 | -1 | $2,054 |
| DBX ETF TR (USSG) |
35,175 | +2,661 | $1,736 |
| USSG | 35,175 | +2,661 | $1,736 |
| ISHARES TR (IVV) |
3,167 | +1 | $1,665 |
| IVV | 3,167 | +1 | $1,665 |
| CSX CORP |
44,897 | -2,874 | $1,664 |
| CSX | 44,897 | -2,874 | $1,664 |
| VANGUARD INTL EQUITY INDEX F (VT) |
14,531 | -34 | $1,606 |
| VT | 14,531 | -34 | $1,606 |
| ISHARES TR (DSI) |
14,733 | -2 | $1,485 |
| DSI | 14,733 | -2 | $1,485 |
| ISHARES TR (SUSA) |
13,572 | -7 | $1,482 |
| SUSA | 13,572 | -7 | $1,482 |
| APPLIED MATLS INC |
7,128 | +19 | $1,470 |
| AMAT | 7,128 | +19 | $1,470 |
| SELECT SECTOR SPDR TR (XLK) |
6,678 | +1,429 | $1,391 |
| XLK | 6,678 | +1,429 | $1,391 |
| SPDR SER TR (SPMD) |
25,531 | -70 | $1,362 |
| SPMD | 25,531 | -70 | $1,362 |
| SPDR S&P 500 ETF TR (SPY) |
2,374 | +29 | $1,242 |
| SPY | 2,374 | +29 | $1,242 |
| HOME DEPOT INC |
3,063 | -66 | $1,175 |
| HD | 3,063 | -66 | $1,175 |
| SPDR SER TR (SPLG) |
18,203 | -73 | $1,120 |
| SPLG | 18,203 | -73 | $1,120 |
| ISHARES TR (DGRO) |
19,177 | +1,363 | $1,113 |
| DGRO | 19,177 | +1,363 | $1,113 |
| NEXTERA ENERGY INC |
15,623 | +129 | $998 |
| NEE | 15,623 | +129 | $998 |
| VANGUARD INDEX FDS (VNQ) |
11,227 | -1,623 | $971 |
| VNQ | 11,227 | -1,623 | $971 |
| SPDR SER TR (SPYG) |
12,773 | -147 | $934 |
| SPYG | 12,773 | -147 | $934 |
| ELI LILLY & CO |
1,159 | UNCH | $902 |
| LLY | 1,159 | UNCH | $902 |
| ISHARES TR (ESML) |
19,095 | +1,604 | $769 |
| ESML | 19,095 | +1,604 | $769 |
| VANGUARD INDEX FDS (VUG) |
2,207 | +3 | $760 |
| VUG | 2,207 | +3 | $760 |
| ALPHABET INC |
4,986 | +365 | $753 |
| GOOGL | 4,986 | +365 | $753 |
| FIRST TR NASDAQ 100 TECH IND (QTEC) |
3,656 | -9 | $697 |
| QTEC | 3,656 | -9 | $697 |
| VANGUARD INDEX FDS (VOO) |
1,429 | +571 | $687 |
| VOO | 1,429 | +571 | $687 |
| VANGUARD INDEX FDS (VB) |
2,872 | +8 | $657 |
| VB | 2,872 | +8 | $657 |
| AMAZON COM INC |
3,632 | +40 | $655 |
| AMZN | 3,632 | +40 | $655 |
| J P MORGAN EXCHANGE TRADED F (BBUS) |
6,876 | +537 | $649 |
| BBUS | 6,876 | +537 | $649 |
| NUSHARES ETF TR (NUMV) |
18,763 | +1,546 | $642 |
| NUMV | 18,763 | +1,546 | $642 |
| SPDR SER TR (SPSM) |
14,866 | -37 | $640 |
| SPSM | 14,866 | -37 | $640 |
| VANGUARD INDEX FDS (VBK) |
2,424 | +101 | $632 |
| VBK | 2,424 | +101 | $632 |
| ALPHABET INC |
4,075 | UNCH | $621 |
| GOOG | 4,075 | UNCH | $621 |
| VANGUARD WHITEHALL FDS (VYM) |
5,133 | UNCH | $621 |
| VYM | 5,133 | UNCH | $621 |
| MCDONALDS CORP |
1,919 | -26 | $541 |
| MCD | 1,919 | -26 | $541 |
| LOCKHEED MARTIN CORP |
1,153 | +3 | $524 |
| LMT | 1,153 | +3 | $524 |
See Full List: All Stocks Held By Fingerlakes Wealth Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Fingerlakes Wealth Management Inc.
|
Size ($ in 1000's)
At 03/31/2024: $103,573 At 12/31/2023: $93,021 Fingerlakes Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Fingerlakes Wealth Management Inc. 13F filings. Link to 13F filings: SEC filings |
