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WNY28
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57 Holdings
Advanced Micro Devices Inc
AMD
$210.24
$1,522.92 
(52.66%)
21 shares ($4,415.04)
Technology
Sector: 3.7%
Portfolio: 0.6%
Alphabet Inc Class C
GOOG
$294.12
$11,012.54 
(94.65%)
77 shares ($22,647.24)
Technology
Sector: 19.1%
Portfolio: 3.0%
Amazon, Inc.
AMZN
$218.90
$1,421.46 
(13.96%)
53 shares ($11,601.70)
Technology
Sector: 9.8%
Portfolio: 1.6%
Apple Inc.
AAPL
$267.65
$10,396.77 
(1231.07%)
42 shares ($11,241.30)
Technology
Sector: 9.5%
Portfolio: 1.5%
Applied Materials Inc
AMAT
$224.59
$513.90 
(29.67%)
10 shares ($2,245.90)
Technology
Sector: 1.9%
Portfolio: 0.3%
Blue Owl Capital Inc.
OWL
$13.96
-$1,155.20 
(-30.34%)
190 shares ($2,652.40)
Financial
Sector: 3.9%
Portfolio: 0.3%
Constellation Brands, Inc. Class A
STZ
$130.16
-$3,552.20 
(-26.68%)
75 shares ($9,762.00)
Consumer Staples
Sector: 9.6%
Portfolio: 1.3%
Costco Wholesale Corporation
COST
$894.24
$5,447.25 
(68.38%)
15 shares ($13,413.60)
Consumer Staples
Sector: 13.2%
Portfolio: 1.8%
Fluor Corp
FLR
$41.43
-$1,095.00 
(-20.90%)
100 shares ($4,143.00)
Industrials
Sector: 8.2%
Portfolio: 0.6%
Global X Artificial Intelligence & Technology ETF
AIQ
$47.92
$658.44 
(61.73%)
36 shares ($1,725.12)
Technology
Sector: 1.5%
Portfolio: 0.2%
Global X Artificial Intelligence & Technology ETF
AIQ
$47.92
$1,173.60 
(51.55%)
72 shares ($3,450.24)
Technology
Sector: 2.9%
Portfolio: 0.5%
Global X Artificial Intelligence & Technology ETF
AIQ
$47.92
$550.29 
(41.73%)
39 shares ($1,868.88)
Technology
Sector: 1.6%
Portfolio: 0.3%
Global X Artificial Intelligence & Technology ETF
AIQ
$47.92
$535.08 
(40.12%)
39 shares ($1,868.88)
Technology
Sector: 1.6%
Portfolio: 0.3%
Harmony Biosciences Holdings Inc
HRMY
$33.08
$65.00 
(0.79%)
250 shares ($8,270.00)
Healthcare
Sector: 8.9%
Portfolio: 1.1%
Heico Corporation
HEI
$304.37
$1,421.55 
(11.58%)
45 shares ($13,696.65)
Industrials
Sector: 27.0%
Portfolio: 1.8%
Hims & Hers Health, Inc.
HIMS
$34.46
$726.75 
(10.34%)
225 shares ($7,753.50)
Healthcare
Sector: 8.3%
Portfolio: 1.0%
Invesco QQQ Trust Series 1
QQQ
$591.32
$67,007.06 
(1475.06%)
121 shares ($71,549.72)
Mixed
Sector: 44.2%
Portfolio: 9.5%
Iron Mountain Inc
IRM
$83.63
-$393.50 
(-8.60%)
50 shares ($4,181.50)
Technology
Sector: 3.5%
Portfolio: 0.6%
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$50.72
$71.04 
(1.48%)
96 shares ($4,869.12)
Fixed Income
Sector: 10.0%
Portfolio: 0.7%
iShares 1-3 Year Treasury Bond ETF
SHY
$82.92
-$79.70 
(-1.06%)
90 shares ($7,462.80)
Fixed Income
Sector: 15.3%
Portfolio: 1.0%
iShares iBoxx $ Inv Grade Corporate Bond ETF
LQD
$110.56
-$1,057.01 
(-6.90%)
129 shares ($14,262.24)
Fixed Income
Sector: 29.3%
Portfolio: 1.9%
iShares Russell 2000 ETF
IWM
$231.40
$21,689.43 
(216.63%)
137 shares ($31,701.80)
Mixed
Sector: 19.6%
Portfolio: 4.2%
iShares Short Treasury Bond ETF
SHV
$110.34
$10.80 
(0.14%)
72 shares ($7,944.48)
Fixed Income
Sector: 16.3%
Portfolio: 1.1%
Lantheus Holdings Inc
LNTH
$54.13
-$10,514.00 
(-49.27%)
200 shares ($10,826.00)
Healthcare
Sector: 11.6%
Portfolio: 1.4%
Lifeway Food Inc
LWAY
$21.30
-$386.40 
(-2.56%)
690 shares ($14,697.00)
Consumer Staples
Sector: 14.4%
Portfolio: 2.0%
McKesson Corporation
MCK
$846.71
$19,043.31 
(136.23%)
39 shares ($33,021.69)
Healthcare
Sector: 35.5%
Portfolio: 4.4%
Microsoft Corporation
MSFT
$480.46
$7,300.50 
(102.63%)
30 shares ($14,413.80)
Technology
Sector: 12.2%
Portfolio: 1.9%
National Fuel Gas Company
NFG
$80.86
$146.96 
(2.11%)
88 shares ($7,115.68)
Utilities
Sector: 31.1%
Portfolio: 0.9%
Nvidia Corporation
NVDA
$183.19
$9,701.44 
(310.76%)
70 shares ($12,823.30)
Technology
Sector: 10.8%
Portfolio: 1.7%
PG&E Corp.
PCG
$15.85
-$97.92 
(-3.88%)
153 shares ($2,425.05)
Utilities
Sector: 10.6%
Portfolio: 0.3%
ProShares High Yield Interest Rate ETF
HYHG
$64.17
$228.60 
(2.02%)
180 shares ($11,550.60)
Fixed Income
Sector: 23.7%
Portfolio: 1.5%
Rocket Lab USA Inc
RKLB
$40.71
$9,262.50 
(1012.30%)
250 shares ($10,177.50)
Technology
Sector: 8.6%
Portfolio: 1.4%
Schwab Dividend Equity ETF
SCHD
$26.70
$344.30 
(4.07%)
330 shares ($8,811.00)
Financial
Sector: 12.8%
Portfolio: 1.2%
Seneca Foods Corp Class A
SENEA
$120.38
$20,020.50 
(160.39%)
270 shares ($32,502.60)
Consumer Staples
Sector: 31.9%
Portfolio: 4.3%
SoundHound AI, Inc.
SOUN
$11.73
$1,263.50 
(44.46%)
350 shares ($4,105.50)
Technology
Sector: 3.5%
Portfolio: 0.6%
SPDR Financial Select Sector ETF
XLF
$51.34
$1,010.70 
(12.28%)
180 shares ($9,241.20)
Financial
Sector: 13.4%
Portfolio: 1.2%
SPDR Gold Trust
GLD
$373.37
$10,300.00 
(123.08%)
50 shares ($18,668.50)
Materials
Sector: 29.1%
Portfolio: 2.5%
SPDR Gold Trust
GLD
$373.37
$19,749.50 
(114.73%)
99 shares ($36,963.63)
Materials
Sector: 57.5%
Portfolio: 4.9%
SPDR Portfolio Long Term Treasury ETF
SPTL
$26.93
-$8.64 
(-0.33%)
96 shares ($2,585.28)
Fixed Income
Sector: 5.3%
Portfolio: 0.3%
SPDR S&P 500 ETF Trust
SPY
$656.87
$39,136.21 
(202.51%)
89 shares ($58,461.43)
Mixed
Sector: 36.1%
Portfolio: 7.8%
SPDR S&P Capital Markets ETF
KCE
$139.06
$8,881.86 
(56.46%)
177 shares ($24,613.62)
Financial
Sector: 35.8%
Portfolio: 3.3%
Taiwan Semiconductor Manufacturing Co Ltd
TSM
$282.25
$1,082.51 
(53.53%)
11 shares ($3,104.75)
Technology
Sector: 2.6%
Portfolio: 0.4%
The Chubb Coroporation
CB
$294.02
$4,055.50 
(38.10%)
50 shares ($14,701.00)
Financial
Sector: 21.4%
Portfolio: 2.0%
The Industrial Select Sector SPDR Fund
XLI
$148.38
$865.50 
(13.21%)
50 shares ($7,419.00)
Industrials
Sector: 14.6%
Portfolio: 1.0%
Toronto-Dominion Bank
TD
$81.54
$2,500.20 
(39.65%)
108 shares ($8,806.32)
Financial
Sector: 12.8%
Portfolio: 1.2%
Trane Technologies PLC
TT
$401.37
$5,673.38 
(45.80%)
45 shares ($18,061.65)
Industrials
Sector: 35.6%
Portfolio: 2.4%
Uber Technologies Inc
UBER
$83.68
$5,192.00 
(163.48%)
100 shares ($8,368.00)
Technology
Sector: 7.1%
Portfolio: 1.1%
UGI Corporation
UGI
$35.23
$527.85 
(10.86%)
153 shares ($5,390.19)
Utilities
Sector: 23.6%
Portfolio: 0.7%
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
$313.46
-$2,253.90 
(-32.40%)
15 shares ($4,701.90)
Healthcare
Sector: 5.0%
Portfolio: 0.6%
UnitedHealth Group Inc
UNH
$313.46
-$1,482.74 
(-21.77%)
17 shares ($5,328.82)
Healthcare
Sector: 5.7%
Portfolio: 0.7%
US Foods Holding Corp
USFD
$70.22
$14,377.50 
(83.49%)
450 shares ($31,599.00)
Consumer Staples
Sector: 31.0%
Portfolio: 4.2%
VanEck Rare Earth and Strategic Metals ETF
REMX
$71.70
$178.80 
(2.12%)
120 shares ($8,604.00)
Materials
Sector: 13.4%
Portfolio: 1.1%
Vanguard Healthcare Index Fund
VHT
$282.15
$3,738.38 
(19.27%)
82 shares ($23,136.30)
Healthcare
Sector: 24.9%
Portfolio: 3.1%
Worthington Steel, Inc.
WS
$31.07
-$290.40 
(-3.75%)
240 shares ($7,456.80)
Industrials
Sector: 14.7%
Portfolio: 1.0%
Xcel Energy Inc
XEL
$79.50
$2,843.05 
(55.67%)
100 shares ($7,950.00)
Utilities
Sector: 34.8%
Portfolio: 1.1%
Cash
Cash
$18,316.00
Cash
Portfolio: 2.4%
Portfolio
Performance
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WNY28
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