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WNY28
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55 Holdings
Advanced Micro Devices Inc
AMD
$146.42
$95.70 
(6.32%)
11 shares ($1,610.62)
Technology
Sector: 1.5%
Portfolio: 0.2%
Alphabet Inc Class C
GOOG
$181.31
$2,326.17 
(19.99%)
77 shares ($13,960.87)
Technology
Sector: 13.2%
Portfolio: 1.9%
Amazon, Inc.
AMZN
$225.02
$1,745.82 
(17.15%)
53 shares ($11,926.06)
Technology
Sector: 11.3%
Portfolio: 1.6%
Apple Inc.
AAPL
$211.16
$8,024.19 
(950.14%)
42 shares ($8,868.72)
Technology
Sector: 8.4%
Portfolio: 1.2%
Applied Materials Inc
AMAT
$197.93
$148.38 
(14.28%)
6 shares ($1,187.58)
Technology
Sector: 1.1%
Portfolio: 0.2%
Blue Owl Capital Inc.
OWL
$18.91
-$214.70 
(-5.64%)
190 shares ($3,592.90)
Financial
Sector: 4.9%
Portfolio: 0.5%
Constellation Brands, Inc. Class A
STZ
$172.19
-$399.95 
(-3.00%)
75 shares ($12,914.25)
Consumer Staples
Sector: 11.9%
Portfolio: 1.8%
Costco Wholesale Corporation
COST
$970.33
$6,588.60 
(82.71%)
15 shares ($14,554.95)
Consumer Staples
Sector: 13.4%
Portfolio: 2.0%
Fluor Corp
FLR
$52.27
-$11.00 
(-0.21%)
100 shares ($5,227.00)
Industrials
Sector: 9.6%
Portfolio: 0.7%
Global X Artificial Intelligence & Technology ETF
AIQ
$43.28
$491.40 
(46.07%)
36 shares ($1,558.08)
Technology
Sector: 1.5%
Portfolio: 0.2%
Global X Artificial Intelligence & Technology ETF
AIQ
$43.28
$839.52 
(36.88%)
72 shares ($3,116.16)
Technology
Sector: 3.0%
Portfolio: 0.4%
Global X Artificial Intelligence & Technology ETF
AIQ
$43.28
$369.33 
(28.01%)
39 shares ($1,687.92)
Technology
Sector: 1.6%
Portfolio: 0.2%
Global X Artificial Intelligence & Technology ETF
AIQ
$43.28
$354.12 
(26.55%)
39 shares ($1,687.92)
Technology
Sector: 1.6%
Portfolio: 0.2%
Harmony Biosciences Holdings Inc
HRMY
$34.00
$295.00 
(3.60%)
250 shares ($8,500.00)
Healthcare
Sector: 8.2%
Portfolio: 1.2%
Heico Corporation
HEI
$314.81
$1,891.35 
(15.41%)
45 shares ($14,166.45)
Industrials
Sector: 26.0%
Portfolio: 1.9%
Hims & Hers Health, Inc.
HIMS
$47.89
$7,497.00 
(53.35%)
450 shares ($21,550.50)
Healthcare
Sector: 20.7%
Portfolio: 3.0%
Invesco QQQ Trust Series 1
QQQ
$554.20
$62,515.54 
(1376.19%)
121 shares ($67,058.20)
Mixed
Sector: 43.9%
Portfolio: 9.2%
Iron Mountain Inc
IRM
$97.99
$324.50 
(7.09%)
50 shares ($4,899.50)
Technology
Sector: 4.6%
Portfolio: 0.7%
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$50.36
$36.48 
(0.76%)
96 shares ($4,834.56)
Fixed Income
Sector: 10.0%
Portfolio: 0.7%
iShares 1-3 Year Treasury Bond ETF
SHY
$82.45
-$122.00 
(-1.62%)
90 shares ($7,420.50)
Fixed Income
Sector: 15.4%
Portfolio: 1.0%
iShares iBoxx $ Inv Grade Corporate Bond ETF
LQD
$108.08
-$1,376.93 
(-8.99%)
129 shares ($13,942.32)
Fixed Income
Sector: 28.9%
Portfolio: 1.9%
iShares Russell 2000 ETF
IWM
$221.70
$20,360.53 
(203.35%)
137 shares ($30,372.90)
Mixed
Sector: 19.9%
Portfolio: 4.2%
iShares Short Treasury Bond ETF
SHV
$110.20
$0.72 
(0.01%)
72 shares ($7,934.40)
Fixed Income
Sector: 16.4%
Portfolio: 1.1%
Lantheus Holdings Inc
LNTH
$81.31
-$5,078.00 
(-23.80%)
200 shares ($16,262.00)
Healthcare
Sector: 15.6%
Portfolio: 2.2%
Lifeway Food Inc
LWAY
$25.07
$2,214.90 
(14.68%)
690 shares ($17,298.30)
Consumer Staples
Sector: 16.0%
Portfolio: 2.4%
McKesson Corporation
MCK
$709.59
$13,695.63 
(97.98%)
39 shares ($27,674.01)
Healthcare
Sector: 26.6%
Portfolio: 3.8%
Microsoft Corporation
MSFT
$503.32
$7,986.30 
(112.27%)
30 shares ($15,099.60)
Technology
Sector: 14.3%
Portfolio: 2.1%
National Fuel Gas Company
NFG
$82.82
$319.44 
(4.58%)
88 shares ($7,288.16)
Utilities
Sector: 51.5%
Portfolio: 1.0%
Nice Systems
NICE
$154.84
-$574.00 
(-12.91%)
25 shares ($3,871.00)
Technology
Sector: 3.7%
Portfolio: 0.5%
Nvidia Corporation
NVDA
$164.92
$8,422.54 
(269.79%)
70 shares ($11,544.40)
Technology
Sector: 10.9%
Portfolio: 1.6%
ProShares High Yield Interest Rate ETF
HYHG
$64.77
$336.60 
(2.97%)
180 shares ($11,658.60)
Fixed Income
Sector: 24.1%
Portfolio: 1.6%
Rocket Lab USA Inc
RKLB
$39.03
$8,842.50 
(966.39%)
250 shares ($9,757.50)
Technology
Sector: 9.2%
Portfolio: 1.3%
Schwab Dividend Equity ETF
SCHD
$27.33
$552.20 
(6.52%)
330 shares ($9,018.90)
Financial
Sector: 12.3%
Portfolio: 1.2%
Seneca Foods Corp Class A
SENEA
$100.84
$14,744.70 
(118.13%)
270 shares ($27,226.80)
Consumer Staples
Sector: 25.1%
Portfolio: 3.7%
SoundHound AI, Inc.
SOUN
$11.57
$1,207.50 
(42.49%)
350 shares ($4,049.50)
Technology
Sector: 3.8%
Portfolio: 0.6%
SPDR Financial Select Sector ETF
XLF
$52.16
$1,544.40 
(14.07%)
240 shares ($12,518.40)
Financial
Sector: 17.0%
Portfolio: 1.7%
SPDR Gold Trust
GLD
$309.14
$7,088.50 
(84.70%)
50 shares ($15,457.00)
Materials
Sector: 33.6%
Portfolio: 2.1%
SPDR Gold Trust
GLD
$309.14
$13,390.73 
(77.79%)
99 shares ($30,604.86)
Materials
Sector: 66.4%
Portfolio: 4.2%
SPDR Portfolio Long Term Treasury ETF
SPTL
$25.88
-$109.44 
(-4.22%)
96 shares ($2,484.48)
Fixed Income
Sector: 5.2%
Portfolio: 0.3%
SPDR S&P 500 ETF Trust
SPY
$623.62
$36,176.96 
(187.20%)
89 shares ($55,502.18)
Mixed
Sector: 36.3%
Portfolio: 7.6%
SPDR S&P Capital Markets ETF
KCE
$150.25
$10,862.49 
(69.05%)
177 shares ($26,594.25)
Financial
Sector: 36.1%
Portfolio: 3.7%
Taiwan Semiconductor Manufacturing Co Ltd
TSM
$230.40
$279.36 
(25.33%)
6 shares ($1,382.40)
Technology
Sector: 1.3%
Portfolio: 0.2%
The Chubb Coroporation
CB
$278.05
$3,257.00 
(30.60%)
50 shares ($13,902.50)
Financial
Sector: 18.9%
Portfolio: 1.9%
The Industrial Select Sector SPDR Fund
XLI
$150.20
$956.50 
(14.60%)
50 shares ($7,510.00)
Industrials
Sector: 13.8%
Portfolio: 1.0%
Toronto-Dominion Bank
TD
$73.60
$1,642.68 
(26.05%)
108 shares ($7,948.80)
Financial
Sector: 10.8%
Portfolio: 1.1%
Trane Technologies PLC
TT
$437.50
$7,299.23 
(58.92%)
45 shares ($19,687.50)
Industrials
Sector: 36.1%
Portfolio: 2.7%
Uber Technologies Inc
UBER
$95.39
$6,363.00 
(200.35%)
100 shares ($9,539.00)
Technology
Sector: 9.0%
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
$304.10
-$2,394.30 
(-34.42%)
15 shares ($4,561.50)
Healthcare
Sector: 4.4%
Portfolio: 0.6%
UnitedHealth Group Inc
UNH
$304.10
-$1,641.86 
(-24.10%)
17 shares ($5,169.70)
Healthcare
Sector: 5.0%
Portfolio: 0.7%
US Foods Holding Corp
USFD
$80.55
$19,026.00 
(110.48%)
450 shares ($36,247.50)
Consumer Staples
Sector: 33.5%
Portfolio: 5.0%
Vanguard Healthcare Index Fund
VHT
$249.12
$1,029.92 
(5.31%)
82 shares ($20,427.84)
Healthcare
Sector: 19.6%
Portfolio: 2.8%
Worthington Steel, Inc.
WS
$32.85
$136.80 
(1.77%)
240 shares ($7,884.00)
Industrials
Sector: 14.5%
Portfolio: 1.1%
Xcel Energy Inc
XEL
$68.62
$1,755.05 
(34.37%)
100 shares ($6,862.00)
Utilities
Sector: 48.5%
Portfolio: 0.9%
Cash
Cash
$17,095.68
Cash
Portfolio: 2.4%
Portfolio
Performance
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WNY28
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