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WNY28
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55 Holdings
Advanced Micro Devices Inc
AMD
$116.16
-$237.16 
(-15.65%)
11 shares ($1,277.76)
Technology
Sector: 1.3%
Portfolio: 0.2%
Alphabet Inc Class C
GOOG
$175.88
$1,908.06 
(16.40%)
77 shares ($13,542.76)
Technology
Sector: 14.2%
Portfolio: 1.9%
Amazon, Inc.
AMZN
$212.10
$1,061.06 
(10.42%)
53 shares ($11,241.30)
Technology
Sector: 11.8%
Portfolio: 1.6%
Apple Inc.
AAPL
$196.45
$7,406.37 
(876.98%)
42 shares ($8,250.90)
Technology
Sector: 8.6%
Portfolio: 1.2%
Applied Materials Inc
AMAT
$170.59
-$15.66 
(-1.51%)
6 shares ($1,023.54)
Technology
Sector: 1.1%
Portfolio: 0.1%
Blue Owl Capital Inc.
OWL
$18.70
-$254.60 
(-6.69%)
190 shares ($3,553.00)
Financial
Sector: 5.1%
Portfolio: 0.5%
Constellation Brands, Inc. Class A
STZ
$164.88
-$948.20 
(-7.12%)
75 shares ($12,366.00)
Consumer Staples
Sector: 12.0%
Portfolio: 1.8%
Costco Wholesale Corporation
COST
$990.21
$6,886.80 
(86.45%)
15 shares ($14,853.15)
Consumer Staples
Sector: 14.5%
Portfolio: 2.1%
Fluor Corp
FLR
$48.28
-$410.00 
(-7.83%)
100 shares ($4,828.00)
Industrials
Sector: 9.6%
Portfolio: 0.7%
Global X Artificial Intelligence & Technology ETF
AIQ
$41.60
$430.92 
(40.40%)
36 shares ($1,497.60)
Technology
Sector: 1.6%
Portfolio: 0.2%
Global X Artificial Intelligence & Technology ETF
AIQ
$41.60
$718.56 
(31.56%)
72 shares ($2,995.20)
Technology
Sector: 3.1%
Portfolio: 0.4%
Global X Artificial Intelligence & Technology ETF
AIQ
$41.60
$303.81 
(23.04%)
39 shares ($1,622.40)
Technology
Sector: 1.7%
Portfolio: 0.2%
Global X Artificial Intelligence & Technology ETF
AIQ
$41.60
$288.60 
(21.64%)
39 shares ($1,622.40)
Technology
Sector: 1.7%
Portfolio: 0.2%
Harmony Biosciences Holdings Inc
HRMY
$32.97
$37.50 
(0.46%)
250 shares ($8,242.50)
Healthcare
Sector: 7.7%
Portfolio: 1.2%
Heico Corporation
HEI
$305.50
$1,472.40 
(12.00%)
45 shares ($13,747.50)
Industrials
Sector: 27.2%
Portfolio: 2.0%
Hims & Hers Health, Inc.
HIMS
$55.48
$10,912.50 
(77.65%)
450 shares ($24,966.00)
Healthcare
Sector: 23.2%
Portfolio: 3.6%
Invesco QQQ Trust Series 1
QQQ
$526.96
$59,219.50 
(1303.63%)
121 shares ($63,762.16)
Mixed
Sector: 43.8%
Portfolio: 9.1%
Iron Mountain Inc
IRM
$101.59
$504.50 
(11.03%)
50 shares ($5,079.50)
Technology
Sector: 5.3%
Portfolio: 0.7%
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$50.24
$24.96 
(0.52%)
96 shares ($4,823.04)
Fixed Income
Sector: 10.0%
Portfolio: 0.7%
iShares 1-3 Year Treasury Bond ETF
SHY
$82.41
-$125.60 
(-1.67%)
90 shares ($7,416.90)
Fixed Income
Sector: 15.4%
Portfolio: 1.1%
iShares iBoxx $ Inv Grade Corporate Bond ETF
LQD
$107.79
-$1,414.34 
(-9.23%)
129 shares ($13,904.91)
Fixed Income
Sector: 28.9%
Portfolio: 2.0%
iShares Russell 2000 ETF
IWM
$208.89
$18,605.56 
(185.83%)
137 shares ($28,617.93)
Mixed
Sector: 19.7%
Portfolio: 4.1%
iShares Short Treasury Bond ETF
SHV
$110.24
$3.60 
(0.05%)
72 shares ($7,937.28)
Fixed Income
Sector: 16.5%
Portfolio: 1.1%
Lantheus Holdings Inc
LNTH
$77.83
-$5,774.00 
(-27.06%)
200 shares ($15,566.00)
Healthcare
Sector: 14.4%
Portfolio: 2.2%
Lifeway Food Inc
LWAY
$24.92
$2,111.40 
(14.00%)
690 shares ($17,194.80)
Consumer Staples
Sector: 16.7%
Portfolio: 2.5%
McKesson Corporation
MCK
$728.20
$14,421.42 
(103.17%)
39 shares ($28,399.80)
Healthcare
Sector: 26.4%
Portfolio: 4.0%
Microsoft Corporation
MSFT
$474.96
$7,135.50 
(100.31%)
30 shares ($14,248.80)
Technology
Sector: 14.9%
Portfolio: 2.0%
National Fuel Gas Company
NFG
$84.15
$436.48 
(6.26%)
88 shares ($7,405.20)
Utilities
Sector: 52.3%
Portfolio: 1.1%
Nice Systems
NICE
$165.68
-$303.00 
(-6.82%)
25 shares ($4,142.00)
Technology
Sector: 4.3%
Portfolio: 0.6%
Nvidia Corporation
NVDA
$141.97
$6,816.04 
(218.33%)
70 shares ($9,937.90)
Technology
Sector: 10.4%
Portfolio: 1.4%
ProShares High Yield Interest Rate ETF
HYHG
$64.31
$253.80 
(2.24%)
180 shares ($11,575.80)
Fixed Income
Sector: 24.0%
Portfolio: 1.6%
Rocket Lab USA Inc
RKLB
$25.41
$5,437.50 
(594.26%)
250 shares ($6,352.50)
Technology
Sector: 6.6%
Portfolio: 0.9%
Schwab Dividend Equity ETF
SCHD
$26.90
$410.30 
(4.85%)
330 shares ($8,877.00)
Financial
Sector: 12.6%
Portfolio: 1.3%
Seneca Foods Corp Class A
SENEA
$90.26
$11,888.10 
(95.24%)
270 shares ($24,370.20)
Consumer Staples
Sector: 23.7%
Portfolio: 3.5%
SoundHound AI, Inc.
SOUN
$9.10
$343.00 
(12.07%)
350 shares ($3,185.00)
Technology
Sector: 3.3%
Portfolio: 0.5%
SPDR Financial Select Sector ETF
XLF
$49.96
$1,016.40 
(9.26%)
240 shares ($11,990.40)
Financial
Sector: 17.1%
Portfolio: 1.7%
SPDR Gold Trust
GLD
$316.29
$7,446.00 
(88.98%)
50 shares ($15,814.50)
Materials
Sector: 33.6%
Portfolio: 2.3%
SPDR Gold Trust
GLD
$316.29
$14,098.58 
(81.90%)
99 shares ($31,312.71)
Materials
Sector: 66.4%
Portfolio: 4.5%
SPDR Portfolio Long Term Treasury ETF
SPTL
$26.02
-$96.00 
(-3.70%)
96 shares ($2,497.92)
Fixed Income
Sector: 5.2%
Portfolio: 0.4%
SPDR S&P 500 ETF Trust
SPY
$597.00
$33,807.78 
(174.94%)
89 shares ($53,133.00)
Mixed
Sector: 36.5%
Portfolio: 7.6%
SPDR S&P Capital Markets ETF
KCE
$134.81
$8,129.61 
(51.68%)
177 shares ($23,861.37)
Financial
Sector: 34.0%
Portfolio: 3.4%
Taiwan Semiconductor Manufacturing Co Ltd
TSM
$211.10
$163.56 
(14.83%)
6 shares ($1,266.60)
Technology
Sector: 1.3%
Portfolio: 0.2%
The Chubb Coroporation
CB
$286.79
$3,694.00 
(34.70%)
50 shares ($14,339.50)
Financial
Sector: 20.4%
Portfolio: 2.0%
The Industrial Select Sector SPDR Fund
XLI
$142.65
$579.00 
(8.83%)
50 shares ($7,132.50)
Industrials
Sector: 14.1%
Portfolio: 1.0%
Toronto-Dominion Bank
TD
$70.80
$1,340.28 
(21.25%)
108 shares ($7,646.40)
Financial
Sector: 10.9%
Portfolio: 1.1%
Trane Technologies PLC
TT
$421.39
$6,574.28 
(53.07%)
45 shares ($18,962.55)
Industrials
Sector: 37.5%
Portfolio: 2.7%
Uber Technologies Inc
UBER
$83.93
$5,217.00 
(164.26%)
100 shares ($8,393.00)
Technology
Sector: 8.8%
Portfolio: 1.2%
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
$313.53
-$2,252.85 
(-32.39%)
15 shares ($4,702.95)
Healthcare
Sector: 4.4%
Portfolio: 0.7%
UnitedHealth Group Inc
UNH
$313.53
-$1,481.55 
(-21.75%)
17 shares ($5,330.01)
Healthcare
Sector: 5.0%
Portfolio: 0.8%
US Foods Holding Corp
USFD
$75.46
$16,735.50 
(97.18%)
450 shares ($33,957.00)
Consumer Staples
Sector: 33.0%
Portfolio: 4.8%
Vanguard Healthcare Index Fund
VHT
$250.27
$1,124.22 
(5.80%)
82 shares ($20,522.14)
Healthcare
Sector: 19.1%
Portfolio: 2.9%
Worthington Steel, Inc.
WS
$24.60
-$1,843.20 
(-23.79%)
240 shares ($5,904.00)
Industrials
Sector: 11.7%
Portfolio: 0.8%
Xcel Energy Inc
XEL
$67.62
$1,655.05 
(32.41%)
100 shares ($6,762.00)
Utilities
Sector: 47.7%
Portfolio: 1.0%
Cash
Cash
$17,095.68
Cash
Portfolio: 2.4%
Portfolio
Performance
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WNY28
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