Fingerlakes Wealth Management, Inc. holdings history

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100 is the total number of securities Fingerlakes Wealth Management, Inc. has owned. The longest Fingerlakes Wealth Management, Inc. has owned a single stock is 8 quarters.

Fingerlakes Wealth Management, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AAPL APPLE INC886.41%7.54%8.11%Q4 2021Q3 20238
QQQ INVESCO QQQ TR886.17%7.05%8.12%Q4 2021Q3 20238
MGK VANGUARD WORLD FD883.98%4.46%4.96%Q4 2021Q3 20238
VTI VANGUARD INDEX FDS883.79%3.86%3.93%Q4 2021Q3 20238
VGT VANGUARD WORLD FDS883.18%3.61%4.03%Q4 2021Q3 20238
MGV VANGUARD WORLD FD881.96%2.95%3.57%Q4 2021Q3 20238
DIA SPDR DOW JONES INDL AV...882.76%2.89%3.19%Q4 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...882.26%2.45%2.72%Q4 2021Q3 20238
SPTM SPDR SER TR882.19%2.32%2.42%Q4 2021Q3 20238
VO VANGUARD INDEX FDS882.15%2.29%2.40%Q4 2021Q3 20238
ESGU ISHARES TR881.35%2.14%2.63%Q4 2021Q3 20238
LOW LOWES COS INC881.92%2.08%2.42%Q4 2021Q3 20238
CSX CSX CORP881.80%2.07%2.43%Q4 2021Q3 20238
QWLD SPDR INDEX SHS FDS881.31%1.82%2.26%Q4 2021Q3 20238
VOT VANGUARD INDEX FDS881.50%1.73%1.88%Q4 2021Q3 20238
MSFT MICROSOFT CORP881.51%1.70%2.04%Q4 2021Q3 20238
IVV ISHARES TR881.59%1.69%1.79%Q4 2021Q3 20238
VT VANGUARD INTL EQUITY I...881.60%1.67%1.72%Q4 2021Q3 20238
VNQ VANGUARD INDEX FDS881.23%1.65%1.91%Q4 2021Q3 20238
ESGV VANGUARD WORLD FD881.10%1.64%2.10%Q4 2021Q3 20238
NEE NEXTERA ENERGY INC881.08%1.49%1.76%Q4 2021Q3 20238
SUSA ISHARES TR881.39%1.46%1.52%Q4 2021Q3 20238
SPMD SPDR SER TR881.32%1.40%1.48%Q4 2021Q3 20238
DSI ISHARES TR881.33%1.38%1.47%Q4 2021Q3 20238
HD HOME DEPOT INC881.09%1.30%1.63%Q4 2021Q3 20238
SPY SPDR S&P 500 ETF TR881.12%1.18%1.23%Q4 2021Q3 20238
SPLG SPDR SER TR881.11%1.14%1.17%Q4 2021Q3 20238
AMAT APPLIED MATLS INC880.82%1.11%1.44%Q4 2021Q3 20238
XLK SELECT SECTOR SPDR TR880.99%1.09%1.22%Q4 2021Q3 20238
SCHG SCHWAB STRATEGIC TR880.24%0.98%1.52%Q4 2021Q3 20238
SPYG SPDR SER TR880.92%0.97%1.02%Q4 2021Q3 20238
VYM VANGUARD WHITEHALL FDS880.72%0.83%0.96%Q4 2021Q3 20238
VUG VANGUARD INDEX FDS880.67%0.75%0.90%Q4 2021Q3 20238
VB VANGUARD INDEX FDS880.66%0.74%0.79%Q4 2021Q3 20238
JNJ JOHNSON & JOHNSON880.62%0.72%0.86%Q4 2021Q3 20238
SPSM SPDR SER TR880.66%0.71%0.75%Q4 2021Q3 20238
LMT LOCKHEED MARTIN CORP880.59%0.71%0.84%Q4 2021Q3 20238
SUSC ISHARES TR880.49%0.70%0.89%Q4 2021Q3 20238
VBK VANGUARD INDEX FDS880.64%0.69%0.76%Q4 2021Q3 20238
GOOGL ALPHABET INC880.58%0.69%0.80%Q4 2021Q3 20238
MCD MCDONALDS CORP880.62%0.67%0.74%Q4 2021Q3 20238
GOOG ALPHABET INC880.54%0.64%0.74%Q4 2021Q3 20238
VCIT VANGUARD SCOTTSDALE FDS880.35%0.64%0.82%Q4 2021Q3 20238
USRT ISHARES TR880.54%0.63%0.69%Q4 2021Q3 20238
QTEC FIRST TR NASDAQ 100 TE...880.57%0.62%0.68%Q4 2021Q3 20238
ESML ISHARES TR880.40%0.60%0.74%Q4 2021Q3 20238
SHE SPDR SER TR880.52%0.58%0.69%Q4 2021Q3 20238
AMZN AMAZON COM INC880.44%0.55%0.63%Q4 2021Q3 20238
EQIX EQUINIX INC880.50%0.55%0.66%Q4 2021Q3 20238
SRE SEMPRA880.37%0.54%0.64%Q4 2021Q3 20238
LLY LILLY ELI & CO880.38%0.54%0.76%Q4 2021Q3 20238
RPV INVESCO EXCHANGE TRADE...880.47%0.53%0.61%Q4 2021Q3 20238
SLYG SPDR SER TR880.47%0.53%0.60%Q4 2021Q3 20238
IWP ISHARES TR880.46%0.53%0.68%Q4 2021Q3 20238
LOWC SPDR INDEX SHS FDS880.51%0.52%0.54%Q4 2021Q3 20238
MDLZ MONDELEZ INTL INC880.49%0.51%0.56%Q4 2021Q3 20238
CHRW C H ROBINSON WORLDWIDE...880.38%0.49%0.57%Q4 2021Q3 20238
SCHM SCHWAB STRATEGIC TR880.39%0.47%0.51%Q4 2021Q3 20238
SUSB ISHARES TR880.32%0.46%0.62%Q4 2021Q3 20238
MTUM ISHARES TR880.36%0.46%0.54%Q4 2021Q3 20238
NUMV NUSHARES ETF TR880.23%0.44%0.62%Q4 2021Q3 20238
VIG VANGUARD SPECIALIZED F...880.40%0.43%0.46%Q4 2021Q3 20238
CAT CATERPILLAR INC880.36%0.41%0.50%Q4 2021Q3 20238
VTIP VANGUARD MALVERN FDS880.35%0.39%0.44%Q4 2021Q3 20238
CSCO CISCO SYS INC880.33%0.38%0.47%Q4 2021Q3 20238
VOO VANGUARD INDEX FDS880.35%0.37%0.41%Q4 2021Q3 20238
DTN WISDOMTREE TR880.29%0.35%0.45%Q4 2021Q3 20238
PEP PEPSICO INC880.30%0.34%0.39%Q4 2021Q3 20238
XLI SELECT SECTOR SPDR TR880.32%0.34%0.38%Q4 2021Q3 20238
NUMG NUSHARES ETF TR880.27%0.30%0.32%Q4 2021Q3 20238
MRK MERCK & CO INC880.23%0.29%0.36%Q4 2021Q3 20238
FTEC FIDELITY COVINGTON TRUST770.32%1.13%1.69%Q1 2022Q3 20237
VCLT VANGUARD SCOTTSDALE FDS770.40%0.69%0.99%Q4 2021Q2 20237
TIP ISHARES TR770.35%0.50%0.60%Q4 2021Q2 20237
VCSH VANGUARD SCOTTSDALE FDS770.33%0.47%0.56%Q4 2021Q2 20237
ESGD ISHARES TR770.28%0.34%0.39%Q1 2022Q3 20237
PG PROCTER AND GAMBLE CO430.31%0.34%0.38%Q4 2021Q3 20237
SCZ ISHARES TR770.26%0.31%0.36%Q4 2021Q2 20237
BTI BRITISH AMERN TOB PLC520.26%0.31%0.38%Q4 2021Q3 20237
WU WESTERN UN CO770.15%0.24%0.29%Q4 2021Q2 20237
USSG DBX ETF TR660.69%1.19%1.70%Q2 2022Q3 20236
DGRO ISHARES TR660.37%0.66%0.91%Q2 2022Q3 20236
PFE PFIZER INC660.28%0.37%0.45%Q4 2021Q1 20236
VEA VANGUARD TAX-MANAGED I...330.27%0.30%0.32%Q4 2021Q3 20236
PLANET LABS PBC660.03%0.05%0.08%Q2 2022Q3 20236
EAGG ISHARES TR550.29%0.33%0.35%Q4 2021Q4 20225
BND VANGUARD BD INDEX FDS220.27%0.32%0.38%Q4 2021Q1 20234
BBUS J P MORGAN EXCHANGE TR...330.34%0.41%0.48%Q1 2023Q3 20233
IWR ISHARES TR330.30%0.32%0.33%Q4 2021Q2 20223
IWD ISHARES TR330.28%0.28%0.29%Q4 2021Q2 20223
IMCB ISHARES TR330.28%0.28%0.28%Q4 2021Q2 20223
VSGX VANGUARD WORLD FD330.26%0.27%0.28%Q1 2023Q3 20233
EDV VANGUARD WORLD FD220.43%0.44%0.46%Q4 2021Q1 20222
PYPL PAYPAL HLDGS INC220.34%0.44%0.53%Q4 2021Q1 20222
BLV VANGUARD BD INDEX FDS220.38%0.38%0.38%Q4 2021Q1 20222
GM GENERAL MTRS CO220.29%0.33%0.38%Q4 2021Q1 20222
NFLX NETFLIX INC220.26%0.33%0.40%Q4 2021Q1 20222
XLP SELECT SECTOR SPDR TR220.24%0.24%0.24%Q4 2021Q1 20222
IBM INTERNATIONAL BUSINESS...110.28%0.28%0.28%Q2 2022Q2 20221
ANTM ANTHEM INC110.24%0.24%0.24%Q1 2022Q1 20221
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The securities at the top of the list , including APPLE INC, INVESCO QQQ TR, and VANGUARD WORLD FD, are the highest-conviction holdings of Fingerlakes Wealth Management, Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Fingerlakes Wealth Management, Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Fingerlakes Wealth Management, Inc. owns currently or has owned in the past.