Fingerlakes Wealth Management, Inc.
CIK
1910248
City
ITHACA
State / Country
NY
Top Portfolio Positions
36 positions ·
$43,540,999 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 | 18.27% | |
| AAPL |
Apple Inc.
Technology
|
30,716 | $7,795,413 | 17.90% | |
| MSFT |
Microsoft Corp
Technology
|
8,891 | $3,291,181 | 7.56% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
6,813 | $3,155,713 | 7.25% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
4,630 | $2,218,696 | 5.10% | |
| AMAT |
Applied Materials Inc /De
Technology
|
5,489 | $1,876,085 | 4.31% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,509 | $1,631,703 | 3.75% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
6,645 | $1,570,080 | 3.61% | |
| NEE |
Nextera Energy Inc
Utilities
|
16,553 | $1,537,442 | 3.53% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,361 | $1,254,049 | 2.88% |
Portfolio Trend
18 quarters · across all stocks
Holdings in VTN
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $114,552 | 10,471 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $118,368 | 10,284 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $111,290 | 10,099 | Shares | Sole | 2025-10-24 | |
| No 13F history on record for this holder in this stock. | ||||||