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WNY28
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49 Holdings
Advanced Micro Devices Inc
AMD
$103.22
-$379.50 
(-25.05%)
11 shares ($1,135.42)
Technology
Sector: 1.6%
Portfolio: 0.2%
Alphabet Inc Class C
GOOG
$156.06
$381.92 
(3.28%)
77 shares ($12,016.62)
Technology
Sector: 17.1%
Portfolio: 1.9%
Apple Inc.
AAPL
$217.90
$8,307.27 
(983.66%)
42 shares ($9,151.80)
Technology
Sector: 13.1%
Portfolio: 1.4%
Applied Materials Inc
AMAT
$145.06
-$168.84 
(-16.25%)
6 shares ($870.36)
Technology
Sector: 1.2%
Portfolio: 0.1%
Constellation Brands, Inc. Class A
STZ
$183.74
$466.30 
(3.50%)
75 shares ($13,780.50)
Consumer Staples
Sector: 14.1%
Portfolio: 2.1%
Costco Wholesale Corporation
COST
$929.66
$5,978.55 
(75.05%)
15 shares ($13,944.90)
Consumer Staples
Sector: 14.2%
Portfolio: 2.2%
Fluor Corp
FLR
$36.19
-$1,619.00 
(-30.91%)
100 shares ($3,619.00)
Industrials
Sector: 9.9%
Portfolio: 0.6%
Global X Artificial Intelligence & Technology ETF
AIQ
$36.54
$248.76 
(23.32%)
36 shares ($1,315.44)
Technology
Sector: 1.9%
Portfolio: 0.2%
Global X Artificial Intelligence & Technology ETF
AIQ
$36.54
$354.24 
(15.56%)
72 shares ($2,630.88)
Technology
Sector: 3.8%
Portfolio: 0.4%
Global X Artificial Intelligence & Technology ETF
AIQ
$36.54
$106.47 
(8.07%)
39 shares ($1,425.06)
Technology
Sector: 2.0%
Portfolio: 0.2%
Global X Artificial Intelligence & Technology ETF
AIQ
$36.54
$91.26 
(6.84%)
39 shares ($1,425.06)
Technology
Sector: 2.0%
Portfolio: 0.2%
Harmony Biosciences Holdings Inc
HRMY
$33.19
$92.50 
(1.13%)
250 shares ($8,297.50)
Healthcare
Sector: 9.1%
Portfolio: 1.3%
Heico Corporation
HEI
$266.06
-$302.40 
(-2.46%)
45 shares ($11,972.70)
Industrials
Sector: 32.6%
Portfolio: 1.9%
Invesco QQQ Trust Series 1
QQQ
$468.94
$52,199.08 
(1149.09%)
121 shares ($56,741.74)
Mixed
Sector: 42.5%
Portfolio: 8.8%
Iron Mountain Inc
IRM
$85.10
-$320.00 
(-6.99%)
50 shares ($4,255.00)
Technology
Sector: 6.1%
Portfolio: 0.7%
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$50.27
$27.84 
(0.58%)
96 shares ($4,825.92)
Fixed Income
Sector: 9.9%
Portfolio: 0.8%
iShares 1-3 Year Treasury Bond ETF
SHY
$82.67
-$102.20 
(-1.35%)
90 shares ($7,440.30)
Fixed Income
Sector: 15.3%
Portfolio: 1.2%
iShares iBoxx $ Inv Grade Corporate Bond ETF
LQD
$108.48
-$1,325.33 
(-8.65%)
129 shares ($13,993.92)
Fixed Income
Sector: 28.9%
Portfolio: 2.2%
iShares Russell 2000 ETF
IWM
$200.45
$17,449.28 
(174.28%)
137 shares ($27,461.65)
Mixed
Sector: 20.6%
Portfolio: 4.3%
iShares Short Treasury Bond ETF
SHV
$110.45
$18.72 
(0.24%)
72 shares ($7,952.40)
Fixed Income
Sector: 16.4%
Portfolio: 1.2%
Kirby Corporation
KEX
$100.61
-$3.00 
(-0.20%)
15 shares ($1,509.15)
Maritime
Sector: 100.0%
Portfolio: 0.2%
Lantheus Holdings Inc
LNTH
$96.16
-$2,108.00 
(-9.88%)
200 shares ($19,232.00)
Healthcare
Sector: 21.1%
Portfolio: 3.0%
Lifeway Food Inc
LWAY
$24.53
$1,842.30 
(12.21%)
690 shares ($16,925.70)
Consumer Staples
Sector: 17.3%
Portfolio: 2.6%
McKesson Corporation
MCK
$668.06
$12,075.96 
(86.39%)
39 shares ($26,054.34)
Healthcare
Sector: 28.5%
Portfolio: 4.0%
Microsoft Corporation
MSFT
$378.80
$4,250.70 
(59.76%)
30 shares ($11,364.00)
Technology
Sector: 16.2%
Portfolio: 1.8%
Nice Systems
NICE
$155.48
-$558.00 
(-12.55%)
25 shares ($3,887.00)
Technology
Sector: 5.5%
Portfolio: 0.6%
Nvidia Corporation
NVDA
$109.67
$4,555.04 
(145.91%)
70 shares ($7,676.90)
Technology
Sector: 11.0%
Portfolio: 1.2%
ProShares High Yield Interest Rate ETF
HYHG
$64.88
$356.40 
(3.15%)
180 shares ($11,678.40)
Fixed Income
Sector: 24.1%
Portfolio: 1.8%
Rocket Lab USA Inc
RKLB
$18.62
$3,740.00 
(408.74%)
250 shares ($4,655.00)
Technology
Sector: 6.6%
Portfolio: 0.7%
Schwab Dividend Equity ETF
SCHD
$27.58
$634.70 
(7.50%)
330 shares ($9,101.40)
Financial
Sector: 14.1%
Portfolio: 1.4%
Seneca Foods Corp Class A
SENEA
$90.35
$11,912.40 
(95.44%)
270 shares ($24,394.50)
Consumer Staples
Sector: 24.9%
Portfolio: 3.8%
SPDR Financial Select Sector ETF
XLF
$49.21
$836.40 
(7.62%)
240 shares ($11,810.40)
Financial
Sector: 18.3%
Portfolio: 1.8%
SPDR Gold Trust
GLD
$284.06
$5,834.50 
(69.72%)
50 shares ($14,203.00)
Materials
Sector: 33.6%
Portfolio: 2.2%
SPDR Gold Trust
GLD
$284.06
$10,907.81 
(63.37%)
99 shares ($28,121.94)
Materials
Sector: 66.4%
Portfolio: 4.4%
SPDR Portfolio Long Term Treasury ETF
SPTL
$27.04
$1.92 
(0.07%)
96 shares ($2,595.84)
Fixed Income
Sector: 5.3%
Portfolio: 0.4%
SPDR S&P 500 ETF Trust
SPY
$555.66
$30,128.52 
(155.90%)
89 shares ($49,453.74)
Mixed
Sector: 37.0%
Portfolio: 7.7%
SPDR S&P Capital Markets ETF
KCE
$125.71
$6,518.91 
(41.44%)
177 shares ($22,250.67)
Financial
Sector: 34.5%
Portfolio: 3.5%
Taiwan Semiconductor Manufacturing Co Ltd
TSM
$165.25
-$111.54 
(-10.11%)
6 shares ($991.50)
Technology
Sector: 1.4%
Portfolio: 0.1%
The Chubb Coroporation
CB
$296.44
$4,176.50 
(39.23%)
50 shares ($14,822.00)
Financial
Sector: 23.0%
Portfolio: 2.3%
Toronto-Dominion Bank
TD
$60.29
$205.20 
(3.25%)
108 shares ($6,511.32)
Financial
Sector: 10.1%
Portfolio: 1.0%
Trane Technologies PLC
TT
$332.00
$2,551.73 
(20.60%)
45 shares ($14,940.00)
Industrials
Sector: 40.7%
Portfolio: 2.3%
Uber Technologies Inc
UBER
$72.75
$4,099.00 
(129.06%)
100 shares ($7,275.00)
Technology
Sector: 10.4%
Portfolio: 1.1%
United States Treasury Notes
US T BILL
$0.00
$0.00 
(#DIV/0!)
$0.00 shares ($0.00)
Fixed Income
Sector: 0.0%
Portfolio: 0.0%
UnitedHealth Group Inc
UNH
$516.04
$784.80 
(11.28%)
15 shares ($7,740.60)
Healthcare
Sector: 8.5%
Portfolio: 1.2%
US Foods Holding Corp
USFD
$64.53
$11,817.00 
(68.62%)
450 shares ($29,038.50)
Consumer Staples
Sector: 29.6%
Portfolio: 4.5%
Vanguard Healthcare Index Fund
VHT
$262.90
$3,002.76 
(11.13%)
114 shares ($29,970.60)
Healthcare
Sector: 32.8%
Portfolio: 4.7%
Worthington Steel, Inc.
WS
$25.61
-$1,600.80 
(-20.66%)
240 shares ($6,146.40)
Industrials
Sector: 16.8%
Portfolio: 1.0%
Xcel Energy Inc
XEL
$69.72
$1,865.05 
(36.52%)
100 shares ($6,972.00)
Utilities
Sector: 100.0%
Portfolio: 1.1%
Cash
Cash
$50,018.75
Cash
Portfolio: 7.8%
Portfolio
Performance
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WNY28
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