Portfolio (Quarterly)
Guide ↗
Fingerlakes Wealth Management, Inc.
· CIK 0001910248| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GLW | CORNING INC | Technology | 1,709.0 | $232K | 0.15% | NEW | — | $135.98 | +9.3% |
| 2 | T | AT&T INC | Communication Services | 6,922.0 | $201K | 0.13% | NEW | — | $28.99 | -10.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
35.3%
Financial Services
32.2%
Consumer Cyclical
9.4%
Industrials
6.8%
Healthcare
3.8%
Utilities
3.7%
Communication Services
3.5%
Consumer Defensive
2.6%
Energy
1.7%
Real Estate
1.0%