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Home > Institutional Investor > Fingerlakes Wealth Management, Inc. > Profile

Instuitional Investor - Fingerlakes Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Fingerlakes Wealth Management, Inc.
Portfolio Value $133,991,165
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fd
 29,206 $10,694,470 7.98%
2.
Invesco Qqq Tr
 14,540 $8,020,754 5.99%
3.
Apple Inc.
 AAPL 32,429 $6,653,411 4.97%
4.
Sector Spdr Trust
 XLB 22,797 $5,772,870 4.31%
5.
Schwab Strategic Trust
 FNDF 195,093 $5,698,675 4.25%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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