Fingerlakes Wealth Management, Inc.
Top Portfolio Positions
35 positions ·
$41,322,303 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
13,786 | $7,957,003 | 19.26% | |
| AAPL |
Apple Inc.
Technology
|
30,716 | $7,795,413 | 18.86% | |
| MSFT |
Microsoft Corp
Technology
|
8,891 | $3,291,181 | 7.96% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
6,813 | $3,155,713 | 7.64% | |
| AMAT |
Applied Materials Inc /De
Technology
|
5,489 | $1,876,085 | 4.54% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,509 | $1,631,703 | 3.95% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
6,645 | $1,570,080 | 3.80% | |
| NEE |
Nextera Energy Inc
Utilities
|
16,553 | $1,537,442 | 3.72% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,361 | $1,254,049 | 3.03% | |
| CSX |
Csx Corp
Industrials
|
25,653 | $1,053,055 | 2.55% |
Portfolio Trend
Holdings in EAD
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $137,700 | 21,250 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $140,739 | 20,758 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $150,378 | 21,452 | Shares | Sole | 2025-10-24 | |
| No 13F history on record for this holder in this stock. | ||||||