Fingerlakes Wealth Management, Inc.
Q4 2024 13F Holdings
- Locationithaca, NY
- Num holdings
86
- Value ($000)
$123,903
- Date Filed02/03/2025
- Form type13F-HR
- CIK0001910248
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MGK VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | $9.15M | 7 % | 26,636 | ||
AAPL APPLE INC | COM | 037833100 | $8.74M | 7 % | 34,883 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $7.86M | 6 % | 15,374 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $4.89M | 4 % | 7,866 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $4.36M | 4 % | 15,057 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $4.21M | 3 % | 151,123 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $4.13M | 3 % | 17,774 | ||
FTEC FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | $3.77M | 3 % | 20,382 | ||
MGV VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | $3.52M | 3 % | 28,164 | ||
DIA SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $3.05M | 3 % | 7,169 |
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