Fingerlakes Wealth Management, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    ithaca, NY
  • CIK
    0001910248
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

86

$123.90M
MGK, AAPL, NDQ, VANGUARD WORLD FDS
13F-HR
Feb 3, 2025
000108514625000672

89

$120.32M
AAPL, MGK, NDQ, VANGUARD WORLD FDS
13F-HR
Oct 31, 2024
000108514624005248

89

$111.46M
AAPL, NDQ, MGK, VANGUARD WORLD FDS
13F-HR
Aug 8, 2024
000108514624003559

90

$103.57M
NDQ, AAPL, MGK, VANGUARD WORLD FDS
13F-HR
Apr 24, 2024
000108514624002002

85

$93.02M
AAPL, NDQ, MGK, VANGUARD WORLD FDS
13F-HR
Jan 26, 2024
000108514624000527

81

$81.84M
AAPL, NDQ, MGK, VANGUARD WORLD FDS
13F-HR
Nov 8, 2023
000108514623004181

86

$87.36M
AAPL, NDQ, MGK, VANGUARD WORLD FDS
13F-HR
Aug 10, 2023
000108514623003233

87

$80.25M
AAPL, NDQ, MGK, VANGUARD WORLD FDS
13F-HR
May 3, 2023
000108514623002021

86

$72.73M
AAPL, NDQ, MGK, VTI
13F-HR
Feb 10, 2023
000108514623001041

84

$68.56M
AAPL, NDQ, MGK, VTI
13F-HR
Oct 28, 2022
000108514622003663

90

$73.09M
AAPL, NDQ, MGK, VTI
13F-HR
Aug 5, 2022
000108514622002778

94

$85.53M
AAPL, NDQ, MGK, VTI
13F-HR
May 6, 2022
000108514622001777

91

$88.81M
NDQ, AAPL, MGK, VTI
13F-HR
Feb 17, 2022
000108514622001189
Fingerlakes Wealth Management, Inc. 13F Filings