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WNY28
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55 Holdings
Advanced Micro Devices Inc
AMD
$141.90
$45.98 
(3.04%)
11 shares ($1,560.90)
Technology
Sector: 1.5%
Portfolio: 0.2%
Alphabet Inc Class C
GOOG
$177.39
$2,024.33 
(17.40%)
77 shares ($13,659.03)
Technology
Sector: 13.2%
Portfolio: 1.9%
Amazon, Inc.
AMZN
$219.39
$1,447.43 
(14.22%)
53 shares ($11,627.67)
Technology
Sector: 11.2%
Portfolio: 1.6%
Apple Inc.
AAPL
$205.17
$7,772.61 
(920.35%)
42 shares ($8,617.14)
Technology
Sector: 8.3%
Portfolio: 1.2%
Applied Materials Inc
AMAT
$183.07
$59.22 
(5.70%)
6 shares ($1,098.42)
Technology
Sector: 1.1%
Portfolio: 0.1%
Blue Owl Capital Inc.
OWL
$19.21
-$157.70 
(-4.14%)
190 shares ($3,649.90)
Financial
Sector: 5.0%
Portfolio: 0.5%
Constellation Brands, Inc. Class A
STZ
$162.68
-$1,113.20 
(-8.36%)
75 shares ($12,201.00)
Consumer Staples
Sector: 11.5%
Portfolio: 1.7%
Costco Wholesale Corporation
COST
$989.94
$6,882.75 
(86.40%)
15 shares ($14,849.10)
Consumer Staples
Sector: 14.0%
Portfolio: 2.1%
Fluor Corp
FLR
$51.27
-$111.00 
(-2.12%)
100 shares ($5,127.00)
Industrials
Sector: 9.5%
Portfolio: 0.7%
Global X Artificial Intelligence & Technology ETF
AIQ
$43.69
$506.16 
(47.45%)
36 shares ($1,572.84)
Technology
Sector: 1.5%
Portfolio: 0.2%
Global X Artificial Intelligence & Technology ETF
AIQ
$43.69
$869.04 
(38.17%)
72 shares ($3,145.68)
Technology
Sector: 3.0%
Portfolio: 0.4%
Global X Artificial Intelligence & Technology ETF
AIQ
$43.69
$385.32 
(29.22%)
39 shares ($1,703.91)
Technology
Sector: 1.6%
Portfolio: 0.2%
Global X Artificial Intelligence & Technology ETF
AIQ
$43.69
$370.11 
(27.75%)
39 shares ($1,703.91)
Technology
Sector: 1.6%
Portfolio: 0.2%
Harmony Biosciences Holdings Inc
HRMY
$31.60
-$305.00 
(-3.72%)
250 shares ($7,900.00)
Healthcare
Sector: 7.5%
Portfolio: 1.1%
Heico Corporation
HEI
$328.00
$2,484.90 
(20.24%)
45 shares ($14,760.00)
Industrials
Sector: 27.3%
Portfolio: 2.0%
Hims & Hers Health, Inc.
HIMS
$49.85
$8,379.00 
(59.62%)
450 shares ($22,432.50)
Healthcare
Sector: 21.2%
Portfolio: 3.1%
Invesco QQQ Trust Series 1
QQQ
$551.64
$62,205.78 
(1369.37%)
121 shares ($66,748.44)
Mixed
Sector: 44.1%
Portfolio: 9.3%
Iron Mountain Inc
IRM
$102.57
$553.50 
(12.10%)
50 shares ($5,128.50)
Technology
Sector: 5.0%
Portfolio: 0.7%
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$50.59
$58.56 
(1.22%)
96 shares ($4,856.64)
Fixed Income
Sector: 10.0%
Portfolio: 0.7%
iShares 1-3 Year Treasury Bond ETF
SHY
$82.86
-$85.10 
(-1.13%)
90 shares ($7,457.40)
Fixed Income
Sector: 15.3%
Portfolio: 1.0%
iShares iBoxx $ Inv Grade Corporate Bond ETF
LQD
$109.61
-$1,179.56 
(-7.70%)
129 shares ($14,139.69)
Fixed Income
Sector: 29.1%
Portfolio: 2.0%
iShares Russell 2000 ETF
IWM
$215.79
$19,550.86 
(195.27%)
137 shares ($29,563.23)
Mixed
Sector: 19.5%
Portfolio: 4.1%
iShares Short Treasury Bond ETF
SHV
$110.42
$16.56 
(0.21%)
72 shares ($7,950.24)
Fixed Income
Sector: 16.4%
Portfolio: 1.1%
Lantheus Holdings Inc
LNTH
$81.86
-$4,968.00 
(-23.28%)
200 shares ($16,372.00)
Healthcare
Sector: 15.5%
Portfolio: 2.3%
Lifeway Food Inc
LWAY
$24.65
$1,925.10 
(12.76%)
690 shares ($17,008.50)
Consumer Staples
Sector: 16.0%
Portfolio: 2.4%
McKesson Corporation
MCK
$732.78
$14,600.04 
(104.45%)
39 shares ($28,578.42)
Healthcare
Sector: 27.1%
Portfolio: 4.0%
Microsoft Corporation
MSFT
$497.41
$7,809.00 
(109.78%)
30 shares ($14,922.30)
Technology
Sector: 14.4%
Portfolio: 2.1%
National Fuel Gas Company
NFG
$84.71
$485.76 
(6.97%)
88 shares ($7,454.48)
Utilities
Sector: 52.3%
Portfolio: 1.0%
Nice Systems
NICE
$168.91
-$222.25 
(-5.00%)
25 shares ($4,222.75)
Technology
Sector: 4.1%
Portfolio: 0.6%
Nvidia Corporation
NVDA
$157.99
$7,937.44 
(254.25%)
70 shares ($11,059.30)
Technology
Sector: 10.7%
Portfolio: 1.5%
ProShares High Yield Interest Rate ETF
HYHG
$64.80
$342.00 
(3.02%)
180 shares ($11,664.00)
Fixed Income
Sector: 24.0%
Portfolio: 1.6%
Rocket Lab USA Inc
RKLB
$35.77
$8,027.50 
(877.32%)
250 shares ($8,942.50)
Technology
Sector: 8.7%
Portfolio: 1.2%
Schwab Dividend Equity ETF
SCHD
$26.50
$278.30 
(3.29%)
330 shares ($8,745.00)
Financial
Sector: 12.0%
Portfolio: 1.2%
Seneca Foods Corp Class A
SENEA
$101.43
$14,904.00 
(119.40%)
270 shares ($27,386.10)
Consumer Staples
Sector: 25.8%
Portfolio: 3.8%
SoundHound AI, Inc.
SOUN
$10.73
$913.50 
(32.14%)
350 shares ($3,755.50)
Technology
Sector: 3.6%
Portfolio: 0.5%
SPDR Financial Select Sector ETF
XLF
$52.37
$1,594.80 
(14.53%)
240 shares ($12,568.80)
Financial
Sector: 17.2%
Portfolio: 1.7%
SPDR Gold Trust
GLD
$304.83
$6,873.00 
(82.13%)
50 shares ($15,241.50)
Materials
Sector: 33.6%
Portfolio: 2.1%
SPDR Gold Trust
GLD
$304.83
$12,964.04 
(75.31%)
99 shares ($30,178.17)
Materials
Sector: 66.4%
Portfolio: 4.2%
SPDR Portfolio Long Term Treasury ETF
SPTL
$26.58
-$42.24 
(-1.63%)
96 shares ($2,551.68)
Fixed Income
Sector: 5.3%
Portfolio: 0.3%
SPDR S&P 500 ETF Trust
SPY
$617.85
$35,663.43 
(184.54%)
89 shares ($54,988.65)
Mixed
Sector: 36.3%
Portfolio: 7.6%
SPDR S&P Capital Markets ETF
KCE
$144.93
$9,920.85 
(63.06%)
177 shares ($25,652.61)
Financial
Sector: 35.1%
Portfolio: 3.5%
Taiwan Semiconductor Manufacturing Co Ltd
TSM
$226.49
$255.90 
(23.20%)
6 shares ($1,358.94)
Technology
Sector: 1.3%
Portfolio: 0.2%
The Chubb Coroporation
CB
$289.72
$3,840.50 
(36.08%)
50 shares ($14,486.00)
Financial
Sector: 19.8%
Portfolio: 2.0%
The Industrial Select Sector SPDR Fund
XLI
$147.52
$822.50 
(12.55%)
50 shares ($7,376.00)
Industrials
Sector: 13.6%
Portfolio: 1.0%
Toronto-Dominion Bank
TD
$73.45
$1,626.48 
(25.79%)
108 shares ($7,932.60)
Financial
Sector: 10.9%
Portfolio: 1.1%
Trane Technologies PLC
TT
$437.41
$7,295.18 
(58.89%)
45 shares ($19,683.45)
Industrials
Sector: 36.4%
Portfolio: 2.7%
Uber Technologies Inc
UBER
$93.30
$6,154.00 
(193.77%)
100 shares ($9,330.00)
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
$311.97
-$2,276.25 
(-32.72%)
15 shares ($4,679.55)
Healthcare
Sector: 4.4%
Portfolio: 0.7%
UnitedHealth Group Inc
UNH
$311.97
-$1,508.07 
(-22.14%)
17 shares ($5,303.49)
Healthcare
Sector: 5.0%
Portfolio: 0.7%
US Foods Holding Corp
USFD
$77.01
$17,433.00 
(101.23%)
450 shares ($34,654.50)
Consumer Staples
Sector: 32.7%
Portfolio: 4.8%
Vanguard Healthcare Index Fund
VHT
$248.34
$965.96 
(4.98%)
82 shares ($20,363.88)
Healthcare
Sector: 19.3%
Portfolio: 2.8%
Worthington Steel, Inc.
WS
$29.83
-$588.00 
(-7.59%)
240 shares ($7,159.20)
Industrials
Sector: 13.2%
Portfolio: 1.0%
Xcel Energy Inc
XEL
$68.10
$1,703.05 
(33.35%)
100 shares ($6,810.00)
Utilities
Sector: 47.7%
Portfolio: 0.9%
Cash
Cash
$17,095.68
Cash
Portfolio: 2.4%
Portfolio
Performance
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WNY28
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