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WNY28
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53 Holdings
Advanced Micro Devices Inc
AMD
$90.57
-$518.65 
(-34.24%)
11 shares ($996.27)
Technology
Sector: 1.4%
Portfolio: 0.1%
Alphabet Inc Class C
GOOG
$158.60
$577.50 
(4.96%)
77 shares ($12,212.20)
Technology
Sector: 16.9%
Portfolio: 1.9%
Apple Inc.
AAPL
$203.73
$7,712.13 
(913.19%)
42 shares ($8,556.66)
Technology
Sector: 11.8%
Portfolio: 1.3%
Applied Materials Inc
AMAT
$143.58
-$177.72 
(-17.10%)
6 shares ($861.48)
Technology
Sector: 1.2%
Portfolio: 0.1%
Blue Owl Capital Inc.
OWL
$18.07
-$374.30 
(-9.83%)
190 shares ($3,433.30)
Financial
Sector: 5.3%
Portfolio: 0.5%
Constellation Brands, Inc. Class A
STZ
$187.28
$731.80 
(5.50%)
75 shares ($14,046.00)
Consumer Staples
Sector: 14.4%
Portfolio: 2.2%
Costco Wholesale Corporation
COST
$975.84
$6,671.25 
(83.74%)
15 shares ($14,637.60)
Consumer Staples
Sector: 15.0%
Portfolio: 2.3%
Fluor Corp
FLR
$34.44
-$1,794.00 
(-34.25%)
100 shares ($3,444.00)
Industrials
Sector: 8.3%
Portfolio: 0.5%
Global X Artificial Intelligence & Technology ETF
AIQ
$35.09
$196.56 
(18.43%)
36 shares ($1,263.24)
Technology
Sector: 1.8%
Portfolio: 0.2%
Global X Artificial Intelligence & Technology ETF
AIQ
$35.09
$249.84 
(10.97%)
72 shares ($2,526.48)
Technology
Sector: 3.5%
Portfolio: 0.4%
Global X Artificial Intelligence & Technology ETF
AIQ
$35.09
$49.92 
(3.79%)
39 shares ($1,368.51)
Technology
Sector: 1.9%
Portfolio: 0.2%
Global X Artificial Intelligence & Technology ETF
AIQ
$35.09
$34.71 
(2.60%)
39 shares ($1,368.51)
Technology
Sector: 1.9%
Portfolio: 0.2%
Harmony Biosciences Holdings Inc
HRMY
$29.05
-$942.50 
(-11.49%)
250 shares ($7,262.50)
Healthcare
Sector: 7.8%
Portfolio: 1.1%
Heico Corporation
HEI
$242.70
-$1,353.60 
(-11.03%)
45 shares ($10,921.50)
Industrials
Sector: 26.2%
Portfolio: 1.7%
Hims & Hers Health, Inc.
HIMS
$27.15
-$1,849.50 
(-13.15%)
450 shares ($12,217.50)
Healthcare
Sector: 13.1%
Portfolio: 1.9%
Invesco QQQ Trust Series 1
QQQ
$454.56
$50,459.10 
(1110.78%)
121 shares ($55,001.76)
Mixed
Sector: 42.7%
Portfolio: 8.6%
Iron Mountain Inc
IRM
$84.17
-$366.50 
(-8.01%)
50 shares ($4,208.50)
Technology
Sector: 5.8%
Portfolio: 0.7%
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$50.00
$1.92 
(0.04%)
96 shares ($4,800.00)
Fixed Income
Sector: 10.0%
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: 15.6%
Portfolio: 1.2%
iShares iBoxx $ Inv Grade Corporate Bond ETF
LQD
$106.33
-$1,602.68 
(-10.46%)
129 shares ($13,716.57)
Fixed Income
Sector: 28.7%
Portfolio: 2.1%
iShares Russell 2000 ETF
IWM
$190.25
$16,051.88 
(160.32%)
137 shares ($26,064.25)
Mixed
Sector: 20.3%
Portfolio: 4.0%
iShares Short Treasury Bond ETF
SHV
$110.37
$12.96 
(0.16%)
72 shares ($7,946.64)
Fixed Income
Sector: 16.6%
Portfolio: 1.2%
Lantheus Holdings Inc
LNTH
$102.20
-$900.00 
(-4.22%)
200 shares ($20,440.00)
Healthcare
Sector: 21.9%
Portfolio: 3.2%
Lifeway Food Inc
LWAY
$23.40
$1,062.60 
(7.04%)
690 shares ($16,146.00)
Consumer Staples
Sector: 16.5%
Portfolio: 2.5%
McKesson Corporation
MCK
$689.53
$12,913.29 
(92.38%)
39 shares ($26,891.67)
Healthcare
Sector: 28.8%
Portfolio: 4.2%
Microsoft Corporation
MSFT
$374.39
$4,118.40 
(57.90%)
30 shares ($11,231.70)
Technology
Sector: 15.5%
Portfolio: 1.8%
National Fuel Gas Company
NFG
$76.83
-$207.68 
(-2.98%)
88 shares ($6,761.04)
Utilities
Sector: 48.6%
Portfolio: 1.1%
Nice Systems
NICE
$153.35
-$611.25 
(-13.75%)
25 shares ($3,833.75)
Technology
Sector: 5.3%
Portfolio: 0.6%
Nvidia Corporation
NVDA
$102.71
$4,067.84 
(130.30%)
70 shares ($7,189.70)
Technology
Sector: 9.9%
Portfolio: 1.1%
ProShares High Yield Interest Rate ETF
HYHG
$63.44
$97.20 
(0.86%)
180 shares ($11,419.20)
Fixed Income
Sector: 23.9%
Portfolio: 1.8%
Rocket Lab USA Inc
RKLB
$21.09
$4,357.50 
(476.23%)
250 shares ($5,272.50)
Technology
Sector: 7.3%
Portfolio: 0.8%
Schwab Dividend Equity ETF
SCHD
$25.42
-$78.10 
(-0.92%)
330 shares ($8,388.60)
Financial
Sector: 12.9%
Portfolio: 1.3%
Seneca Foods Corp Class A
SENEA
$89.20
$11,601.90 
(92.95%)
270 shares ($24,084.00)
Consumer Staples
Sector: 24.6%
Portfolio: 3.7%
SoundHound AI, Inc.
SOUN
$8.75
$220.50 
(7.76%)
350 shares ($3,062.50)
Technology
Sector: 4.2%
Portfolio: 0.5%
SPDR Financial Select Sector ETF
XLF
$47.72
$478.80 
(4.36%)
240 shares ($11,452.80)
Financial
Sector: 17.6%
Portfolio: 1.8%
SPDR Gold Trust
GLD
$306.25
$6,944.00 
(82.98%)
50 shares ($15,312.50)
Materials
Sector: 33.6%
Portfolio: 2.4%
SPDR Gold Trust
GLD
$306.25
$13,104.62 
(76.13%)
99 shares ($30,318.75)
Materials
Sector: 66.4%
Portfolio: 4.7%
SPDR Portfolio Long Term Treasury ETF
SPTL
$26.43
-$56.64 
(-2.18%)
96 shares ($2,537.28)
Fixed Income
Sector: 5.3%
Portfolio: 0.4%
SPDR S&P 500 ETF Trust
SPY
$535.42
$28,327.16 
(146.58%)
89 shares ($47,652.38)
Mixed
Sector: 37.0%
Portfolio: 7.4%
SPDR S&P Capital Markets ETF
KCE
$119.42
$5,405.58 
(34.36%)
177 shares ($21,137.34)
Financial
Sector: 32.4%
Portfolio: 3.3%
Taiwan Semiconductor Manufacturing Co Ltd
TSM
$158.81
-$150.18 
(-13.62%)
6 shares ($952.86)
Technology
Sector: 1.3%
Portfolio: 0.1%
The Chubb Coroporation
CB
$282.53
$3,481.00 
(32.70%)
50 shares ($14,126.50)
Financial
Sector: 21.7%
Portfolio: 2.2%
The Industrial Select Sector SPDR Fund
XLI
$126.43
-$232.00 
(-3.54%)
50 shares ($6,321.50)
Industrials
Sector: 15.1%
Portfolio: 1.0%
Toronto-Dominion Bank
TD
$61.82
$370.44 
(5.87%)
108 shares ($6,676.56)
Financial
Sector: 10.2%
Portfolio: 1.0%
Trane Technologies PLC
TT
$335.07
$2,689.88 
(21.71%)
45 shares ($15,078.15)
Industrials
Sector: 36.1%
Portfolio: 2.3%
Uber Technologies Inc
UBER
$73.77
$4,201.00 
(132.27%)
100 shares ($7,377.00)
Technology
Sector: 10.2%
Portfolio: 1.1%
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
$427.50
-$543.30 
(-7.81%)
15 shares ($6,412.50)
Healthcare
Sector: 6.9%
Portfolio: 1.0%
US Foods Holding Corp
USFD
$64.25
$11,691.00 
(67.89%)
450 shares ($28,912.50)
Consumer Staples
Sector: 29.6%
Portfolio: 4.5%
Vanguard Healthcare Index Fund
VHT
$246.87
$845.42 
(4.36%)
82 shares ($20,243.34)
Healthcare
Sector: 21.7%
Portfolio: 3.1%
Worthington Steel, Inc.
WS
$24.93
-$1,764.00 
(-22.77%)
240 shares ($5,983.20)
Industrials
Sector: 14.3%
Portfolio: 0.9%
Xcel Energy Inc
XEL
$71.55
$2,048.05 
(40.10%)
100 shares ($7,155.00)
Utilities
Sector: 51.4%
Portfolio: 1.1%
Cash
Cash
$36,747.48
Cash
Portfolio: 5.7%
Portfolio
Performance
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WNY28
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