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WNY28
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56 Holdings
Advanced Micro Devices Inc
AMD
$210.78
$1,534.26 
(53.05%)
21 shares ($4,426.38)
Technology
Sector: 3.3%
Portfolio: 0.6%
Alphabet Inc Class C
GOOG
$310.52
$12,275.34 
(105.51%)
77 shares ($23,910.04)
Technology
Sector: 18.0%
Portfolio: 3.0%
Amazon, Inc.
AMZN
$226.19
$1,807.83 
(17.76%)
53 shares ($11,988.07)
Technology
Sector: 9.0%
Portfolio: 1.5%
Amazon, Inc.
AMZN
$226.19
-$21.00 
(-0.31%)
30 shares ($6,785.70)
Technology
Sector: 5.1%
Portfolio: 0.9%
Apple Inc.
AAPL
$278.28
$10,843.23 
(1283.94%)
42 shares ($11,687.76)
Technology
Sector: 8.8%
Portfolio: 1.5%
Applied Materials Inc
AMAT
$259.21
$860.10 
(49.66%)
10 shares ($2,592.10)
Technology
Sector: 1.9%
Portfolio: 0.3%
Costco Wholesale Corporation
COST
$884.47
$5,300.70 
(66.54%)
15 shares ($13,267.05)
Consumer Staples
Sector: 14.2%
Portfolio: 1.7%
GE Aerospace
GE
$299.81
$631.00 
(4.39%)
50 shares ($14,990.50)
Industrials
Sector: 23.8%
Portfolio: 1.9%
Global X Artificial Intelligence & Technology ETF
AIQ
$50.52
$752.04 
(70.50%)
36 shares ($1,818.72)
Technology
Sector: 1.4%
Portfolio: 0.2%
Global X Artificial Intelligence & Technology ETF
AIQ
$50.52
$1,360.80 
(59.77%)
72 shares ($3,637.44)
Technology
Sector: 2.7%
Portfolio: 0.5%
Global X Artificial Intelligence & Technology ETF
AIQ
$50.52
$651.69 
(49.42%)
39 shares ($1,970.28)
Technology
Sector: 1.5%
Portfolio: 0.3%
Global X Artificial Intelligence & Technology ETF
AIQ
$50.52
$636.48 
(47.72%)
39 shares ($1,970.28)
Technology
Sector: 1.5%
Portfolio: 0.3%
Harmony Biosciences Holdings Inc
HRMY
$40.51
$1,922.50 
(23.43%)
250 shares ($10,127.50)
Healthcare
Sector: 10.3%
Portfolio: 1.3%
Heico Corporation
HEI
$310.49
$1,696.95 
(13.82%)
45 shares ($13,972.05)
Industrials
Sector: 22.2%
Portfolio: 1.8%
Hims & Hers Health, Inc.
HIMS
$37.21
$1,345.50 
(19.15%)
225 shares ($8,372.25)
Healthcare
Sector: 8.5%
Portfolio: 1.1%
Invesco QQQ Trust Series 1
QQQ
$613.62
$69,705.36 
(1534.46%)
121 shares ($74,248.02)
Mixed
Sector: 43.8%
Portfolio: 9.4%
Iron Mountain Inc
IRM
$83.35
-$407.50 
(-8.91%)
50 shares ($4,167.50)
Technology
Sector: 3.1%
Portfolio: 0.5%
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$50.69
$68.16 
(1.42%)
96 shares ($4,866.24)
Fixed Income
Sector: 10.0%
Portfolio: 0.6%
iShares 1-3 Year Treasury Bond ETF
SHY
$82.87
-$84.20 
(-1.12%)
90 shares ($7,458.30)
Fixed Income
Sector: 15.3%
Portfolio: 0.9%
iShares iBoxx $ Inv Grade Corporate Bond ETF
LQD
$110.17
-$1,107.32 
(-7.23%)
129 shares ($14,211.93)
Fixed Income
Sector: 29.2%
Portfolio: 1.8%
iShares Russell 2000 ETF
IWM
$253.85
$24,765.08 
(247.34%)
137 shares ($34,777.45)
Mixed
Sector: 20.5%
Portfolio: 4.4%
iShares Short Treasury Bond ETF
SHV
$110.30
$7.92 
(0.10%)
72 shares ($7,941.60)
Fixed Income
Sector: 16.3%
Portfolio: 1.0%
Lantheus Holdings Inc
LNTH
$66.62
-$8,016.00 
(-37.56%)
200 shares ($13,324.00)
Healthcare
Sector: 13.6%
Portfolio: 1.7%
Lifeway Food Inc
LWAY
$23.12
$869.40 
(5.76%)
690 shares ($15,952.80)
Consumer Staples
Sector: 17.0%
Portfolio: 2.0%
McKesson Corporation
MCK
$813.80
$17,759.82 
(127.05%)
39 shares ($31,738.20)
Healthcare
Sector: 32.4%
Portfolio: 4.0%
Microsoft Corporation
MSFT
$478.53
$7,242.60 
(101.82%)
30 shares ($14,355.90)
Technology
Sector: 10.8%
Portfolio: 1.8%
National Fuel Gas Company
NFG
$82.25
$269.28 
(3.86%)
88 shares ($7,238.00)
Utilities
Sector: 31.6%
Portfolio: 0.9%
Nvidia Corporation
NVDA
$175.02
$9,129.54 
(292.44%)
70 shares ($12,251.40)
Technology
Sector: 9.2%
Portfolio: 1.6%
PG&E Corp.
PCG
$15.16
-$203.49 
(-8.07%)
153 shares ($2,319.48)
Utilities
Sector: 10.1%
Portfolio: 0.3%
ProShares High Yield Interest Rate ETF
HYHG
$64.43
$275.40 
(2.43%)
180 shares ($11,597.40)
Fixed Income
Sector: 23.9%
Portfolio: 1.5%
Rocket Lab USA Inc
RKLB
$61.49
$14,457.50 
(1580.05%)
250 shares ($15,372.50)
Technology
Sector: 11.6%
Portfolio: 1.9%
Schwab Dividend Equity ETF
SCHD
$27.68
$667.70 
(7.89%)
330 shares ($9,134.40)
Financial
Sector: 13.2%
Portfolio: 1.2%
Seneca Foods Corp Class A
SENEA
$110.89
$17,458.20 
(139.87%)
270 shares ($29,940.30)
Consumer Staples
Sector: 32.0%
Portfolio: 3.8%
SoundHound AI, Inc.
SOUN
$11.65
$1,235.50 
(43.47%)
350 shares ($4,077.50)
Technology
Sector: 3.1%
Portfolio: 0.5%
SPDR Financial Select Sector ETF
XLF
$54.95
$1,291.50 
(20.17%)
140 shares ($7,693.00)
Financial
Sector: 11.1%
Portfolio: 1.0%
SPDR Gold Trust
GLD
$395.44
$11,403.50 
(136.27%)
50 shares ($19,772.00)
Materials
Sector: 29.2%
Portfolio: 2.5%
SPDR Gold Trust
GLD
$395.44
$21,934.43 
(127.42%)
99 shares ($39,148.56)
Materials
Sector: 57.9%
Portfolio: 5.0%
SPDR Portfolio Long Term Treasury ETF
SPTL
$26.45
-$54.72 
(-2.11%)
96 shares ($2,539.20)
Fixed Income
Sector: 5.2%
Portfolio: 0.3%
SPDR S&P 500 ETF Trust
SPY
$681.76
$41,351.42 
(213.98%)
89 shares ($60,676.64)
Mixed
Sector: 35.8%
Portfolio: 7.7%
SPDR S&P Capital Markets ETF
KCE
$152.02
$11,175.78 
(71.04%)
177 shares ($26,907.54)
Financial
Sector: 39.0%
Portfolio: 3.4%
Taiwan Semiconductor Manufacturing Co Ltd
TSM
$292.04
$1,190.20 
(58.86%)
11 shares ($3,212.44)
Technology
Sector: 2.4%
Portfolio: 0.4%
The Chubb Coroporation
CB
$308.47
$4,778.00 
(44.88%)
50 shares ($15,423.50)
Financial
Sector: 22.3%
Portfolio: 1.9%
The Industrial Select Sector SPDR Fund
XLI
$156.74
$1,283.50 
(19.58%)
50 shares ($7,837.00)
Industrials
Sector: 12.4%
Portfolio: 1.0%
Toronto-Dominion Bank
TD
$91.42
$3,567.24 
(56.57%)
108 shares ($9,873.36)
Financial
Sector: 14.3%
Portfolio: 1.3%
Trane Technologies PLC
TT
$391.19
$5,215.28 
(42.10%)
45 shares ($17,603.55)
Industrials
Sector: 27.9%
Portfolio: 2.2%
Uber Technologies Inc
UBER
$85.11
$5,335.00 
(167.98%)
100 shares ($8,511.00)
Technology
Sector: 6.4%
Portfolio: 1.1%
UGI Corporation
UGI
$38.21
$983.79 
(20.23%)
153 shares ($5,846.13)
Utilities
Sector: 25.5%
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
$341.84
-$1,828.20 
(-26.28%)
15 shares ($5,127.60)
Healthcare
Sector: 5.2%
Portfolio: 0.7%
UnitedHealth Group Inc
UNH
$341.84
-$1,000.28 
(-14.69%)
17 shares ($5,811.28)
Healthcare
Sector: 5.9%
Portfolio: 0.7%
US Foods Holding Corp
USFD
$76.60
$17,248.50 
(100.16%)
450 shares ($34,470.00)
Consumer Staples
Sector: 36.8%
Portfolio: 4.4%
VanEck Rare Earth and Strategic Metals ETF
REMX
$72.46
$270.00 
(3.20%)
120 shares ($8,695.20)
Materials
Sector: 12.9%
Portfolio: 1.1%
Vanguard Healthcare Index Fund
VHT
$287.90
$4,209.88 
(21.70%)
82 shares ($23,607.80)
Healthcare
Sector: 24.1%
Portfolio: 3.0%
Worthington Steel, Inc.
WS
$35.83
$852.00 
(11.00%)
240 shares ($8,599.20)
Industrials
Sector: 13.7%
Portfolio: 1.1%
Xcel Energy Inc
XEL
$75.15
$2,408.05 
(47.15%)
100 shares ($7,515.00)
Utilities
Sector: 32.8%
Portfolio: 0.9%
Cash
Cash
$23,268.57
Cash
Portfolio: 3.0%
Portfolio
Performance
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WNY28
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