StockDriftsStockDriftsTop 50 Fingerlakes Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MGK | VANGUARD WORLD FD | 6.87% | 28.2K | $10.4M | -3.81%(-1.12K) | $53.11(+67.04%) | 2026-03-31 | |
| MGV | VANGUARD WORLD FD | 5.36% | 55.7K | $8.1M | +9.35%(+4.76K) | $119.24(+30.13%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 5.28% | 13.8K | $8.0M | -2.40%(-339) | $377.42(+89.37%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.17% | 30.7K | $7.8M | -3.70%(-1.18K) | $159.57(+87.30%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 4.75% | 245.8K | $7.2M | +6.28%(+14.52K) | $24.28(+41.34%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 3.97% | 45.0K | $6.0M | -6.00%(-2.87K) | $102.04(+73.32%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 3.2% | 6.9K | $4.8M | -3.88%(-279) | $52.68(+115.34%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.16% | 14.9K | $4.8M | -0.56%(-84) | $232.13(+57.12%) | 2026-03-31 | |
| QWLD | SPDR INDEX SHS FDS | 2.95% | 31.1K | $4.4M | +2.63%(+795) | $110.50(+37.21%) | 2026-03-31 | |
| FTEC | FIDELITY COVINGTON TRUST | 2.63% | 19.1K | $4.0M | -2.60%(-509) | $149.95(+80.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.06% | +56.34% |
| Top 20 Holdings Unweighted | +15.33% | +53.39% |
Sign up free to track Fingerlakes Wealth Management, Inc., compare funds side by side, and get alerts the moment positions change.