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WNY28
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55 Holdings
Advanced Micro Devices Inc
AMD
$159.10
$235.18 
(15.52%)
11 shares ($1,750.10)
Technology
Sector: 1.6%
Portfolio: 0.2%
Alphabet Inc Class C
GOOG
$184.78
$2,593.36 
(22.29%)
77 shares ($14,228.06)
Technology
Sector: 12.9%
Portfolio: 1.9%
Amazon, Inc.
AMZN
$223.84
$1,683.28 
(16.53%)
53 shares ($11,863.52)
Technology
Sector: 10.8%
Portfolio: 1.6%
Apple Inc.
AAPL
$210.98
$8,016.63 
(949.24%)
42 shares ($8,861.16)
Technology
Sector: 8.0%
Portfolio: 1.2%
Applied Materials Inc
AMAT
$191.99
$112.74 
(10.85%)
6 shares ($1,151.94)
Technology
Sector: 1.0%
Portfolio: 0.2%
Blue Owl Capital Inc.
OWL
$21.01
$184.30 
(4.84%)
190 shares ($3,991.90)
Financial
Sector: 5.4%
Portfolio: 0.5%
Constellation Brands, Inc. Class A
STZ
$171.07
-$483.95 
(-3.63%)
75 shares ($12,830.25)
Consumer Staples
Sector: 11.6%
Portfolio: 1.7%
Costco Wholesale Corporation
COST
$952.08
$6,314.85 
(79.27%)
15 shares ($14,281.20)
Consumer Staples
Sector: 12.9%
Portfolio: 1.9%
Fluor Corp
FLR
$54.26
$188.00 
(3.59%)
100 shares ($5,426.00)
Industrials
Sector: 9.8%
Portfolio: 0.7%
Global X Artificial Intelligence & Technology ETF
AIQ
$44.43
$532.80 
(49.95%)
36 shares ($1,599.48)
Technology
Sector: 1.4%
Portfolio: 0.2%
Global X Artificial Intelligence & Technology ETF
AIQ
$44.43
$922.32 
(40.51%)
72 shares ($3,198.96)
Technology
Sector: 2.9%
Portfolio: 0.4%
Global X Artificial Intelligence & Technology ETF
AIQ
$44.43
$414.18 
(31.41%)
39 shares ($1,732.77)
Technology
Sector: 1.6%
Portfolio: 0.2%
Global X Artificial Intelligence & Technology ETF
AIQ
$44.43
$398.97 
(29.91%)
39 shares ($1,732.77)
Technology
Sector: 1.6%
Portfolio: 0.2%
Harmony Biosciences Holdings Inc
HRMY
$36.60
$945.00 
(11.52%)
250 shares ($9,150.00)
Healthcare
Sector: 8.8%
Portfolio: 1.2%
Heico Corporation
HEI
$321.29
$2,182.95 
(17.78%)
45 shares ($14,458.05)
Industrials
Sector: 26.1%
Portfolio: 2.0%
Hims & Hers Health, Inc.
HIMS
$50.02
$8,455.50 
(60.17%)
450 shares ($22,509.00)
Healthcare
Sector: 21.8%
Portfolio: 3.1%
Invesco QQQ Trust Series 1
QQQ
$561.66
$63,418.20 
(1396.06%)
121 shares ($67,960.86)
Mixed
Sector: 44.0%
Portfolio: 9.2%
Iron Mountain Inc
IRM
$98.83
$366.50 
(8.01%)
50 shares ($4,941.50)
Technology
Sector: 4.5%
Portfolio: 0.7%
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$50.38
$38.40 
(0.80%)
96 shares ($4,836.48)
Fixed Income
Sector: 10.0%
Portfolio: 0.7%
iShares 1-3 Year Treasury Bond ETF
SHY
$82.46
-$121.10 
(-1.61%)
90 shares ($7,421.40)
Fixed Income
Sector: 15.4%
Portfolio: 1.0%
iShares iBoxx $ Inv Grade Corporate Bond ETF
LQD
$108.02
-$1,384.67 
(-9.04%)
129 shares ($13,934.58)
Fixed Income
Sector: 28.9%
Portfolio: 1.9%
iShares Russell 2000 ETF
IWM
$224.02
$20,678.37 
(206.53%)
137 shares ($30,690.74)
Mixed
Sector: 19.9%
Portfolio: 4.2%
iShares Short Treasury Bond ETF
SHV
$110.26
$5.04 
(0.06%)
72 shares ($7,938.72)
Fixed Income
Sector: 16.4%
Portfolio: 1.1%
Lantheus Holdings Inc
LNTH
$73.63
-$6,614.00 
(-30.99%)
200 shares ($14,726.00)
Healthcare
Sector: 14.2%
Portfolio: 2.0%
Lifeway Food Inc
LWAY
$25.13
$2,256.30 
(14.96%)
690 shares ($17,339.70)
Consumer Staples
Sector: 15.7%
Portfolio: 2.4%
McKesson Corporation
MCK
$711.20
$13,758.42 
(98.43%)
39 shares ($27,736.80)
Healthcare
Sector: 26.8%
Portfolio: 3.8%
Microsoft Corporation
MSFT
$511.75
$8,239.20 
(115.83%)
30 shares ($15,352.50)
Technology
Sector: 13.9%
Portfolio: 2.1%
National Fuel Gas Company
NFG
$88.09
$783.20 
(11.24%)
88 shares ($7,751.92)
Utilities
Sector: 52.7%
Portfolio: 1.1%
Nice Systems
NICE
$153.63
-$604.25 
(-13.59%)
25 shares ($3,840.75)
Technology
Sector: 3.5%
Portfolio: 0.5%
Nvidia Corporation
NVDA
$173.43
$9,018.24 
(288.87%)
70 shares ($12,140.10)
Technology
Sector: 11.0%
Portfolio: 1.6%
ProShares High Yield Interest Rate ETF
HYHG
$64.78
$338.40 
(2.99%)
180 shares ($11,660.40)
Fixed Income
Sector: 24.2%
Portfolio: 1.6%
Rocket Lab USA Inc
RKLB
$51.61
$11,987.50 
(1310.11%)
250 shares ($12,902.50)
Technology
Sector: 11.7%
Portfolio: 1.8%
Schwab Dividend Equity ETF
SCHD
$27.14
$489.50 
(5.78%)
330 shares ($8,956.20)
Financial
Sector: 12.1%
Portfolio: 1.2%
Seneca Foods Corp Class A
SENEA
$104.06
$15,614.10 
(125.09%)
270 shares ($28,096.20)
Consumer Staples
Sector: 25.4%
Portfolio: 3.8%
SoundHound AI, Inc.
SOUN
$12.59
$1,564.50 
(55.05%)
350 shares ($4,406.50)
Technology
Sector: 4.0%
Portfolio: 0.6%
SPDR Financial Select Sector ETF
XLF
$52.58
$1,645.20 
(14.99%)
240 shares ($12,619.20)
Financial
Sector: 17.1%
Portfolio: 1.7%
SPDR Gold Trust
GLD
$307.53
$7,008.00 
(83.74%)
50 shares ($15,376.50)
Materials
Sector: 33.6%
Portfolio: 2.1%
SPDR Gold Trust
GLD
$307.53
$13,231.34 
(76.86%)
99 shares ($30,445.47)
Materials
Sector: 66.4%
Portfolio: 4.1%
SPDR Portfolio Long Term Treasury ETF
SPTL
$25.69
-$127.68 
(-4.92%)
96 shares ($2,466.24)
Fixed Income
Sector: 5.1%
Portfolio: 0.3%
SPDR S&P 500 ETF Trust
SPY
$627.98
$36,565.00 
(189.21%)
89 shares ($55,890.22)
Mixed
Sector: 36.2%
Portfolio: 7.6%
SPDR S&P Capital Markets ETF
KCE
$150.70
$10,942.14 
(69.55%)
177 shares ($26,673.90)
Financial
Sector: 36.0%
Portfolio: 3.6%
Taiwan Semiconductor Manufacturing Co Ltd
TSM
$247.29
$380.70 
(34.51%)
6 shares ($1,483.74)
Technology
Sector: 1.4%
Portfolio: 0.2%
The Chubb Coroporation
CB
$275.91
$3,150.00 
(29.59%)
50 shares ($13,795.50)
Financial
Sector: 18.6%
Portfolio: 1.9%
The Industrial Select Sector SPDR Fund
XLI
$151.92
$1,042.50 
(15.91%)
50 shares ($7,596.00)
Industrials
Sector: 13.7%
Portfolio: 1.0%
Toronto-Dominion Bank
TD
$73.97
$1,682.64 
(26.68%)
108 shares ($7,988.76)
Financial
Sector: 10.8%
Portfolio: 1.1%
Trane Technologies PLC
TT
$448.29
$7,784.78 
(62.84%)
45 shares ($20,173.05)
Industrials
Sector: 36.4%
Portfolio: 2.7%
Uber Technologies Inc
UBER
$90.57
$5,881.00 
(185.17%)
100 shares ($9,057.00)
Technology
Sector: 8.2%
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
$288.47
-$2,628.75 
(-37.79%)
15 shares ($4,327.05)
Healthcare
Sector: 4.2%
Portfolio: 0.6%
UnitedHealth Group Inc
UNH
$288.47
-$1,907.57 
(-28.00%)
17 shares ($4,903.99)
Healthcare
Sector: 4.7%
Portfolio: 0.7%
US Foods Holding Corp
USFD
$84.28
$20,704.50 
(120.22%)
450 shares ($37,926.00)
Consumer Staples
Sector: 34.3%
Portfolio: 5.2%
Vanguard Healthcare Index Fund
VHT
$245.29
$715.86 
(3.69%)
82 shares ($20,113.78)
Healthcare
Sector: 19.4%
Portfolio: 2.7%
Worthington Steel, Inc.
WS
$32.13
-$36.00 
(-0.46%)
240 shares ($7,711.20)
Industrials
Sector: 13.9%
Portfolio: 1.1%
Xcel Energy Inc
XEL
$69.69
$1,862.05 
(36.46%)
100 shares ($6,969.00)
Utilities
Sector: 47.3%
Portfolio: 0.9%
Cash
Cash
$17,095.68
Cash
Portfolio: 2.3%
Portfolio
Performance
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WNY28
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