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WNY28
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55 Holdings
Advanced Micro Devices Inc
AMD
$159.54
$240.02 
(15.84%)
11 shares ($1,754.94)
Technology
Sector: 1.5%
Portfolio: 0.2%
Alphabet Inc Class C
GOOG
$239.56
$6,811.42 
(58.54%)
77 shares ($18,446.12)
Technology
Sector: 16.1%
Portfolio: 2.5%
Amazon, Inc.
AMZN
$230.33
$2,027.25 
(19.91%)
53 shares ($12,207.49)
Technology
Sector: 10.6%
Portfolio: 1.6%
Apple Inc.
AAPL
$226.79
$8,680.65 
(1027.87%)
42 shares ($9,525.18)
Technology
Sector: 8.3%
Portfolio: 1.3%
Applied Materials Inc
AMAT
$163.42
-$58.68 
(-5.65%)
6 shares ($980.52)
Technology
Sector: 0.8%
Portfolio: 0.1%
Blue Owl Capital Inc.
OWL
$18.61
-$271.70 
(-7.14%)
190 shares ($3,535.90)
Financial
Sector: 4.7%
Portfolio: 0.5%
Constellation Brands, Inc. Class A
STZ
$142.90
-$2,596.70 
(-19.50%)
75 shares ($10,717.50)
Consumer Staples
Sector: 9.6%
Portfolio: 1.4%
Costco Wholesale Corporation
COST
$956.29
$6,378.00 
(80.06%)
15 shares ($14,344.35)
Consumer Staples
Sector: 12.8%
Portfolio: 1.9%
Fluor Corp
FLR
$41.36
-$1,102.00 
(-21.04%)
100 shares ($4,136.00)
Industrials
Sector: 7.9%
Portfolio: 0.6%
Global X Artificial Intelligence & Technology ETF
AIQ
$46.83
$619.20 
(58.05%)
36 shares ($1,685.88)
Technology
Sector: 1.5%
Portfolio: 0.2%
Global X Artificial Intelligence & Technology ETF
AIQ
$46.83
$1,095.12 
(48.10%)
72 shares ($3,371.76)
Technology
Sector: 2.9%
Portfolio: 0.5%
Global X Artificial Intelligence & Technology ETF
AIQ
$46.83
$507.78 
(38.51%)
39 shares ($1,826.37)
Technology
Sector: 1.6%
Portfolio: 0.2%
Global X Artificial Intelligence & Technology ETF
AIQ
$46.83
$492.57 
(36.93%)
39 shares ($1,826.37)
Technology
Sector: 1.6%
Portfolio: 0.2%
Harmony Biosciences Holdings Inc
HRMY
$33.21
$97.50 
(1.19%)
250 shares ($8,302.50)
Healthcare
Sector: 8.3%
Portfolio: 1.1%
Heico Corporation
HEI
$316.55
$1,969.65 
(16.05%)
45 shares ($14,244.75)
Industrials
Sector: 27.2%
Portfolio: 1.9%
Hims & Hers Health, Inc.
HIMS
$47.78
$7,447.50 
(52.99%)
450 shares ($21,501.00)
Healthcare
Sector: 21.5%
Portfolio: 2.9%
Invesco QQQ Trust Series 1
QQQ
$580.70
$65,722.04 
(1446.77%)
121 shares ($70,264.70)
Mixed
Sector: 43.7%
Portfolio: 9.4%
Iron Mountain Inc
IRM
$97.43
$296.50 
(6.48%)
50 shares ($4,871.50)
Technology
Sector: 4.2%
Portfolio: 0.7%
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: 0.7%
iShares 1-3 Year Treasury Bond ETF
SHY
$82.91
-$80.60 
(-1.07%)
90 shares ($7,461.90)
Fixed Income
Sector: 15.3%
Portfolio: 1.0%
iShares iBoxx $ Inv Grade Corporate Bond ETF
LQD
$111.69
-$911.24 
(-5.95%)
129 shares ($14,408.01)
Fixed Income
Sector: 29.5%
Portfolio: 1.9%
iShares Russell 2000 ETF
IWM
$236.43
$22,378.54 
(223.51%)
137 shares ($32,390.91)
Mixed
Sector: 20.2%
Portfolio: 4.3%
iShares Short Treasury Bond ETF
SHV
$110.26
$5.04 
(0.06%)
72 shares ($7,938.72)
Fixed Income
Sector: 16.2%
Portfolio: 1.1%
Lantheus Holdings Inc
LNTH
$52.50
-$10,840.00 
(-50.80%)
200 shares ($10,500.00)
Healthcare
Sector: 10.5%
Portfolio: 1.4%
Lifeway Food Inc
LWAY
$32.28
$7,189.80 
(47.67%)
690 shares ($22,273.20)
Consumer Staples
Sector: 19.9%
Portfolio: 3.0%
McKesson Corporation
MCK
$706.25
$13,565.37 
(97.05%)
39 shares ($27,543.75)
Healthcare
Sector: 27.6%
Portfolio: 3.7%
Microsoft Corporation
MSFT
$500.37
$7,897.80 
(111.03%)
30 shares ($15,011.10)
Technology
Sector: 13.1%
Portfolio: 2.0%
National Fuel Gas Company
NFG
$87.13
$698.72 
(10.03%)
88 shares ($7,667.44)
Utilities
Sector: 51.5%
Portfolio: 1.0%
Nice Systems
NICE
$142.03
-$894.25 
(-20.12%)
25 shares ($3,550.75)
Technology
Sector: 3.1%
Portfolio: 0.5%
Nvidia Corporation
NVDA
$177.33
$9,291.24 
(297.62%)
70 shares ($12,413.10)
Technology
Sector: 10.8%
Portfolio: 1.7%
ProShares High Yield Interest Rate ETF
HYHG
$64.49
$286.20 
(2.53%)
180 shares ($11,608.20)
Fixed Income
Sector: 23.7%
Portfolio: 1.6%
Rocket Lab USA Inc
RKLB
$46.17
$10,627.50 
(1161.48%)
250 shares ($11,542.50)
Technology
Sector: 10.0%
Portfolio: 1.5%
Schwab Dividend Equity ETF
SCHD
$27.50
$608.30 
(7.18%)
330 shares ($9,075.00)
Financial
Sector: 12.1%
Portfolio: 1.2%
Seneca Foods Corp Class A
SENEA
$110.19
$17,269.20 
(138.35%)
270 shares ($29,751.30)
Consumer Staples
Sector: 26.5%
Portfolio: 4.0%
SoundHound AI, Inc.
SOUN
$14.05
$2,075.50 
(73.03%)
350 shares ($4,917.50)
Technology
Sector: 4.3%
Portfolio: 0.7%
SPDR Financial Select Sector ETF
XLF
$53.16
$1,784.40 
(16.26%)
240 shares ($12,758.40)
Financial
Sector: 17.1%
Portfolio: 1.7%
SPDR Gold Trust
GLD
$335.26
$8,394.50 
(100.31%)
50 shares ($16,763.00)
Materials
Sector: 33.6%
Portfolio: 2.2%
SPDR Gold Trust
GLD
$335.26
$15,976.61 
(92.81%)
99 shares ($33,190.74)
Materials
Sector: 66.4%
Portfolio: 4.4%
SPDR Portfolio Long Term Treasury ETF
SPTL
$27.07
$4.80 
(0.19%)
96 shares ($2,598.72)
Fixed Income
Sector: 5.3%
Portfolio: 0.3%
SPDR S&P 500 ETF Trust
SPY
$652.21
$38,721.47 
(200.37%)
89 shares ($58,046.69)
Mixed
Sector: 36.1%
Portfolio: 7.8%
SPDR S&P Capital Markets ETF
KCE
$154.30
$11,579.34 
(73.60%)
177 shares ($27,311.10)
Financial
Sector: 36.5%
Portfolio: 3.6%
Taiwan Semiconductor Manufacturing Co Ltd
TSM
$260.44
$459.60 
(41.67%)
6 shares ($1,562.64)
Technology
Sector: 1.4%
Portfolio: 0.2%
The Chubb Coroporation
CB
$277.45
$3,227.00 
(30.31%)
50 shares ($13,872.50)
Financial
Sector: 18.6%
Portfolio: 1.9%
The Industrial Select Sector SPDR Fund
XLI
$151.36
$1,014.50 
(15.48%)
50 shares ($7,568.00)
Industrials
Sector: 14.4%
Portfolio: 1.0%
Toronto-Dominion Bank
TD
$75.86
$1,886.76 
(29.92%)
108 shares ($8,192.88)
Financial
Sector: 11.0%
Portfolio: 1.1%
Trane Technologies PLC
TT
$417.32
$6,391.13 
(51.59%)
45 shares ($18,779.40)
Industrials
Sector: 35.8%
Portfolio: 2.5%
Uber Technologies Inc
UBER
$94.21
$6,245.00 
(196.63%)
100 shares ($9,421.00)
Technology
Sector: 8.2%
Portfolio: 1.3%
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
$346.78
-$1,754.10 
(-25.22%)
15 shares ($5,201.70)
Healthcare
Sector: 5.2%
Portfolio: 0.7%
UnitedHealth Group Inc
UNH
$346.78
-$916.30 
(-13.45%)
17 shares ($5,895.26)
Healthcare
Sector: 5.9%
Portfolio: 0.8%
US Foods Holding Corp
USFD
$77.82
$17,797.50 
(103.34%)
450 shares ($35,019.00)
Consumer Staples
Sector: 31.2%
Portfolio: 4.7%
Vanguard Healthcare Index Fund
VHT
$255.59
$1,560.46 
(8.04%)
82 shares ($20,958.38)
Healthcare
Sector: 21.0%
Portfolio: 2.8%
Worthington Steel, Inc.
WS
$31.99
-$69.60 
(-0.90%)
240 shares ($7,677.60)
Industrials
Sector: 14.7%
Portfolio: 1.0%
Xcel Energy Inc
XEL
$72.29
$2,122.05 
(41.55%)
100 shares ($7,229.00)
Utilities
Sector: 48.5%
Portfolio: 1.0%
Cash
Cash
$17,095.68
Cash
Portfolio: 2.3%
Portfolio
Performance
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WNY28
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