$85.5 Million is the total value of Fingerlakes Wealth Management, Inc.'s 94 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FTEC | New | FIDELITY COVINGTON TRUSTmsci info tech i | $271,000 | – | 2,201 | +100.0% | 0.32% | – |
| ESGD | New | ISHARES TResg aw msci eafe | $235,000 | – | 3,190 | +100.0% | 0.28% | – |
| ANTM | New | ANTHEM INC | $206,000 | – | 420 | +100.0% | 0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 8.1% |
| INVESCO QQQ TR | 8 | Q3 2023 | 8.1% |
| VANGUARD WORLD FD | 8 | Q3 2023 | 5.0% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 3.9% |
| VANGUARD WORLD FDS | 8 | Q3 2023 | 4.0% |
| VANGUARD WORLD FD | 8 | Q3 2023 | 3.6% |
| SPDR DOW JONES INDL AVERAGE | 8 | Q3 2023 | 3.2% |
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 2.7% |
| SPDR SER TR | 8 | Q3 2023 | 2.4% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 2.4% |
View Fingerlakes Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-17 |
View Fingerlakes Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.