Long-term investor
Fingerlakes Wealth Management, Inc. @fingerlakeswealthmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001910248).
Record
- Tracked since 2025-06-30 (472 days), 38 trades recorded
- Returns: week n/a · month n/a · 90 days -7.8% · 6 months +5.1% · 1 year -13.1% · all -13.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921910816 · 6.9% · long · since 2025-06-30
- 46090E103 · 5.4% · long · since 2025-06-30
- 921910840 · 5.4% · long · since 2025-06-30
- 808524300 · 4.8% · long · since 2025-06-30
- AAPL · 4.8% · long · since 2025-06-30
- 81369Y803 · 4.6% · long · since 2025-06-30
- 92204A702 · 3.6% · long · since 2025-06-30
- 316092808 · 3.0% · long · since 2025-06-30
- 922908769 · 2.9% · long · since 2025-06-30
- 78463X418 · 2.7% · long · since 2025-06-30
- 46641Q399 · 2.4% · long · since 2025-06-30
- 46138G540 · 2.3% · long · since 2025-06-30