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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 : 7     View All Holdings Currently Viewing:  Unchanged 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
   (LLY)1 Year Chart         LLY Eli Lilly & Co 35 - $820.34 $902,000 1,159 0.87% 226,000 0 0    Drug Manufacturers - ...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 48 - $173.96 $621,000 4,075 0.6% 47,000 0 0    Search Engines & Info...
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 47 - $120.00 $621,000 5,133 0.6% 48,000 0 0.002    Closed - End Fund - Debt
   (EQIX)1 Year Chart         EQIX Equinix Inc 59 - $762.98 $450,000 545 0.43% 11,000 0 0    Telecom Services - Do...
   (SPHB)1 Year Chart         SPHB Invesco S&P 500 High Beta ETF 69 - $83.18 $306,000 3,485 0.3% 19,000 0 0.014    N/A
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 71 - $48.28 $296,000 6,179 0.29% 3,000 0 0    N/A
   (PL)1 Year Chart         PL Planet Labs PBC 90 - $1.86 $26,000 10,000 0.03% 1,000 0 0.004    N/A

      7 Records Found
  1    
Page 1 of 1
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