Fingerlakes Wealth Management, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 31, 2024
Value $
$120M
Signature - Title
Marshall McCormick - Chief Compliance Officer
Location
Ithaca, NY
Summary
This page shows a list of all the recent 13F filings made by Fingerlakes Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fingerlakes Wealth Management, Inc. reported 89 stock holdings with total value $120M as of Q3 2024. Top holdings included AAPL, MGK, QQQ, VGT, and VTI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 89 $120M +$5.12M -$2.58M +$2.55M AAPL, MGK, QQQ, VGT, VTI 13F-HR 10/31/2024, 10:44 AM
Q2 2024 89 $111M +$5.55M -$1.48M +$4.07M AAPL, QQQ, MGK, VGT, VTI 13F-HR 8/7/2024, 07:24 PM
Q1 2024 90 $104M +$4.17M -$600K +$3.57M QQQ, AAPL, MGK, VGT, VTI 13F-HR 4/24/2024, 09:53 AM
Q4 2023 85 $93M +$2.85M -$1.29M +$1.56M AAPL, QQQ, MGK, VGT, VTI 13F-HR 1/26/2024, 05:24 PM
Q3 2023 81 $81.8M +$1.13M -$2.34M -$1.21M AAPL, QQQ, MGK, VGT, VTI 13F-HR 11/7/2023, 08:30 PM
Q2 2023 86 $87.4M +$1.38M -$1.4M -$16.6K AAPL, QQQ, MGK, VGT, VTI 13F-HR 8/10/2023, 01:22 PM
Q1 2023 87 $80.3M +$2.76M -$1.12M +$1.64M AAPL, QQQ, MGK, VGT, VTI 13F-HR 5/2/2023, 06:25 PM
Q4 2022 86 $72.7M +$1.05M -$921K +$125K AAPL, QQQ, MGK, VTI, MGV 13F-HR 2/10/2023, 04:38 PM
Q3 2022 84 $68.6M +$2.87M -$3.05M -$181K AAPL, QQQ, MGK, VTI, VGT 13F-HR 10/28/2022, 05:30 PM
Q2 2022 90 $73.1M +$5.3M -$3.1M +$2.2M AAPL, QQQ, MGK, VTI, VGT 13F-HR 8/4/2022, 05:33 PM
Q1 2022 94 $85.5M +$2.99M -$518K +$2.47M AAPL, QQQ, MGK, VTI, VGT 13F-HR 5/5/2022, 07:30 PM
Q4 2021 91 $88.8M $0 $0 QQQ, AAPL, MGK, VTI, VGT 13F-HR 2/17/2022, 10:17 AM