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  Name: Fingerlakes Wealth Management Inc.
  City: ITHACA
  State: NY
  Zip: 14850
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $103,573,000
  Total Value Change : $10,552,000
  Securities Held Change : 5
   
All Securities Held : 90
  New Positions : 5
  Closed Positions : 0
  Increased Positions : 51
  Unchanged Positions : 7
  Decreased Positions : 27

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 74 New $1,096.33 $283,000 313 0.27% 283,000 313 0    Semiconductor - Speci...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 84 New $59.68 $239,000 3,933 0.23% 239,000 3,933 0    Closed - End Fund - E...
   (IBM)1 Year Chart         IBM International Business Mach... 83 New $166.85 $239,000 1,254 0.23% 239,000 1,254 0.002    Diversified Computer ...
   (ORCL)1 Year Chart         ORCL Oracle Corp 88 New $117.19 $213,000 1,696 0.21% 213,000 1,696 0    Application Software
   (IWW)1 Year Chart         IWW iShares Russell 3000 Value 89 New $89.21 $204,000 2,250 0.2% 204,000 2,250 0    Closed - End Fund - E...

      5 Records Found
  1    
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