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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 $117,570,121
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fd
 28,776 $8,888,264 7.56%
2.
Apple Inc.
 AAPL 33,251 $7,386,154 6.28%
3.
Invesco Qqq Tr
 15,113 $7,086,905 6.03%
4.
Sector Spdr Trust
 XLB 22,092 $4,561,613 3.88%
5.
Vanguard World Fund
 7,716 $4,184,878 3.56%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)