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WNY28
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56 Holdings
Advanced Micro Devices Inc
AMD
$204.42
$1,400.70 
(48.43%)
21 shares ($4,292.82)
Technology
Sector: 3.3%
Portfolio: 0.5%
Alphabet Inc Class C
GOOG
$322.03
$13,161.61 
(113.12%)
77 shares ($24,796.31)
Technology
Sector: 19.1%
Portfolio: 3.0%
Amazon, Inc.
AMZN
$203.86
$624.34 
(6.13%)
53 shares ($10,804.58)
Technology
Sector: 8.3%
Portfolio: 1.3%
Amazon, Inc.
AMZN
$203.86
-$690.90 
(-10.15%)
30 shares ($6,115.80)
Technology
Sector: 4.7%
Portfolio: 0.8%
Apple Inc.
AAPL
$278.68
$10,860.03 
(1285.93%)
42 shares ($11,704.56)
Technology
Sector: 9.0%
Portfolio: 1.4%
Applied Materials Inc
AMAT
$318.07
$1,448.70 
(83.64%)
10 shares ($3,180.70)
Technology
Sector: 2.5%
Portfolio: 0.4%
Costco Wholesale Corporation
COST
$994.75
$6,954.90 
(87.30%)
15 shares ($14,921.25)
Consumer Staples
Sector: 14.1%
Portfolio: 1.8%
GE Aerospace
GE
$315.65
$1,423.00 
(9.91%)
50 shares ($15,782.50)
Industrials
Sector: 22.4%
Portfolio: 1.9%
Global X Artificial Intelligence & Technology ETF
AIQ
$49.19
$704.16 
(66.01%)
36 shares ($1,770.84)
Technology
Sector: 1.4%
Portfolio: 0.2%
Global X Artificial Intelligence & Technology ETF
AIQ
$49.19
$1,265.04 
(55.57%)
72 shares ($3,541.68)
Technology
Sector: 2.7%
Portfolio: 0.4%
Global X Artificial Intelligence & Technology ETF
AIQ
$49.19
$599.82 
(45.49%)
39 shares ($1,918.41)
Technology
Sector: 1.5%
Portfolio: 0.2%
Global X Artificial Intelligence & Technology ETF
AIQ
$49.19
$584.61 
(43.83%)
39 shares ($1,918.41)
Technology
Sector: 1.5%
Portfolio: 0.2%
Harmony Biosciences Holdings Inc
HRMY
$36.36
$885.00 
(10.79%)
250 shares ($9,090.00)
Healthcare
Sector: 9.4%
Portfolio: 1.1%
Heico Corporation
HEI
$326.77
$2,429.55 
(19.79%)
45 shares ($14,704.65)
Industrials
Sector: 20.9%
Portfolio: 1.8%
Hims & Hers Health, Inc.
HIMS
$21.78
-$2,126.25 
(-30.26%)
225 shares ($4,900.50)
Healthcare
Sector: 5.1%
Portfolio: 0.6%
Invesco QQQ Trust Series 1
QQQ
$601.47
$68,235.21 
(1502.10%)
121 shares ($72,777.87)
Mixed
Sector: 42.9%
Portfolio: 8.9%
Iron Mountain Inc
IRM
$92.94
$72.00 
(1.57%)
50 shares ($4,647.00)
Technology
Sector: 3.6%
Portfolio: 0.6%
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$50.76
$74.88 
(1.56%)
96 shares ($4,872.96)
Fixed Income
Sector: 10.0%
Portfolio: 0.6%
iShares 1-3 Year Treasury Bond ETF
SHY
$82.85
-$86.00 
(-1.14%)
90 shares ($7,456.50)
Fixed Income
Sector: 15.3%
Portfolio: 0.9%
iShares iBoxx $ Inv Grade Corporate Bond ETF
LQD
$110.38
-$1,080.23 
(-7.05%)
129 shares ($14,239.02)
Fixed Income
Sector: 29.3%
Portfolio: 1.8%
iShares Russell 2000 ETF
IWM
$261.56
$25,821.35 
(257.89%)
137 shares ($35,833.72)
Mixed
Sector: 21.1%
Portfolio: 4.4%
iShares Short Treasury Bond ETF
SHV
$110.19
$0.00 
(0.00%)
72 shares ($7,933.68)
Fixed Income
Sector: 16.3%
Portfolio: 1.0%
Lantheus Holdings Inc
LNTH
$64.50
-$8,440.00 
(-39.55%)
200 shares ($12,900.00)
Healthcare
Sector: 13.4%
Portfolio: 1.6%
Lifeway Food Inc
LWAY
$21.57
-$200.10 
(-1.33%)
690 shares ($14,883.30)
Consumer Staples
Sector: 14.1%
Portfolio: 1.8%
McKesson Corporation
MCK
$952.09
$23,153.13 
(165.64%)
39 shares ($37,131.51)
Healthcare
Sector: 38.5%
Portfolio: 4.6%
Microsoft Corporation
MSFT
$395.24
$4,743.90 
(66.69%)
30 shares ($11,857.20)
Technology
Sector: 9.1%
Portfolio: 1.5%
National Fuel Gas Company
NFG
$86.76
$666.16 
(9.56%)
88 shares ($7,634.88)
Utilities
Sector: 32.4%
Portfolio: 0.9%
Nvidia Corporation
NVDA
$180.28
$9,497.74 
(304.23%)
70 shares ($12,619.60)
Technology
Sector: 9.7%
Portfolio: 1.6%
PG&E Corp.
PCG
$16.41
-$12.24 
(-0.49%)
153 shares ($2,510.73)
Utilities
Sector: 10.7%
Portfolio: 0.3%
ProShares High Yield Interest Rate ETF
HYHG
$64.67
$318.60 
(2.81%)
180 shares ($11,640.60)
Fixed Income
Sector: 23.9%
Portfolio: 1.4%
Rocket Lab USA Inc
RKLB
$67.81
$16,037.50 
(1752.73%)
250 shares ($16,952.50)
Technology
Sector: 13.0%
Portfolio: 2.1%
Schwab Dividend Equity ETF
SCHD
$31.35
$1,878.80 
(22.19%)
330 shares ($10,345.50)
Financial
Sector: 14.5%
Portfolio: 1.3%
Seneca Foods Corp Class A
SENEA
$132.15
$23,198.40 
(185.85%)
270 shares ($35,680.50)
Consumer Staples
Sector: 33.7%
Portfolio: 4.4%
SoundHound AI, Inc.
SOUN
$7.97
-$52.50 
(-1.85%)
350 shares ($2,789.50)
Technology
Sector: 2.1%
Portfolio: 0.3%
SPDR Financial Select Sector ETF
XLF
$54.17
$1,182.30 
(18.47%)
140 shares ($7,583.80)
Financial
Sector: 10.6%
Portfolio: 0.9%
SPDR Gold Trust
GLD
$454.40
$14,351.50 
(171.49%)
50 shares ($22,720.00)
Materials
Sector: 29.1%
Portfolio: 2.8%
SPDR Gold Trust
GLD
$454.40
$27,771.47 
(161.33%)
99 shares ($44,985.60)
Materials
Sector: 57.7%
Portfolio: 5.5%
SPDR Portfolio Long Term Treasury ETF
SPTL
$26.49
-$50.88 
(-1.96%)
96 shares ($2,543.04)
Fixed Income
Sector: 5.2%
Portfolio: 0.3%
SPDR S&P 500 ETF Trust
SPY
$684.09
$41,558.79 
(215.05%)
89 shares ($60,884.01)
Mixed
Sector: 35.9%
Portfolio: 7.5%
SPDR S&P Capital Markets ETF
KCE
$149.16
$10,669.56 
(67.82%)
177 shares ($26,401.32)
Financial
Sector: 37.0%
Portfolio: 3.2%
Taiwan Semiconductor Manufacturing Co Ltd
TSM
$344.00
$1,761.76 
(87.12%)
11 shares ($3,784.00)
Technology
Sector: 2.9%
Portfolio: 0.5%
The Chubb Coroporation
CB
$334.09
$6,059.00 
(56.92%)
50 shares ($16,704.50)
Financial
Sector: 23.4%
Portfolio: 2.0%
The Industrial Select Sector SPDR Fund
XLI
$171.45
$2,019.00 
(30.81%)
50 shares ($8,572.50)
Industrials
Sector: 12.2%
Portfolio: 1.1%
Toronto-Dominion Bank
TD
$96.31
$4,095.36 
(64.94%)
108 shares ($10,401.48)
Financial
Sector: 14.6%
Portfolio: 1.3%
Trane Technologies PLC
TT
$448.43
$7,791.08 
(62.89%)
45 shares ($20,179.35)
Industrials
Sector: 28.6%
Portfolio: 2.5%
Uber Technologies Inc
UBER
$73.48
$4,172.00 
(131.36%)
100 shares ($7,348.00)
Technology
Sector: 5.7%
Portfolio: 0.9%
UGI Corporation
UGI
$38.03
$956.25 
(19.67%)
153 shares ($5,818.59)
Utilities
Sector: 24.7%
Portfolio: 0.7%
United States Treasury Notes
US T BILL
$0.00
$0.00 
(-)
$0.00 shares ($0.00)
Fixed Income
Sector: 0.0%
Portfolio: 0.0%
UnitedHealth Group Inc
UNH
$271.15
-$2,888.55 
(-41.53%)
15 shares ($4,067.25)
Healthcare
Sector: 4.2%
Portfolio: 0.5%
UnitedHealth Group Inc
UNH
$271.15
-$2,202.01 
(-32.33%)
17 shares ($4,609.55)
Healthcare
Sector: 4.8%
Portfolio: 0.6%
US Foods Holding Corp
USFD
$89.68
$23,134.50 
(134.33%)
450 shares ($40,356.00)
Consumer Staples
Sector: 38.1%
Portfolio: 5.0%
VanEck Rare Earth and Strategic Metals ETF
REMX
$85.34
$1,815.60 
(21.55%)
120 shares ($10,240.80)
Materials
Sector: 13.1%
Portfolio: 1.3%
Vanguard Healthcare Index Fund
VHT
$288.78
$4,282.04 
(22.07%)
82 shares ($23,679.96)
Healthcare
Sector: 24.6%
Portfolio: 2.9%
Worthington Steel, Inc.
WS
$47.00
$3,532.80 
(45.60%)
240 shares ($11,280.00)
Industrials
Sector: 16.0%
Portfolio: 1.4%
Xcel Energy Inc
XEL
$76.01
$2,494.05 
(48.84%)
100 shares ($7,601.00)
Utilities
Sector: 32.3%
Portfolio: 0.9%
Cash
Cash
$20,352.16
Cash
Portfolio: 2.5%
Portfolio
Performance
Analytics
WNY28
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