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WNY Asset Management

Latest statistics and disclosures from WNY Asset Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are CGCP, CGDV, CGGR, DFAI, DFAC, and represent 38.48% of WNY Asset Management's stock portfolio.
Added to shares of these 10 stocks: CGGR (+$57M), JEPQ (+$20M), XLE (+$15M), QQQ (+$10M), DFAC, SCHO, FBND, CGDV, VGIT, VGLT.
Started 10 new stock positions in HELO, CIBR, CGBL, NFLX, VDE, LNZA, DTM, CSCO, BLK, JSCP.
Reduced shares in these 10 stocks: TDVG (-$57M), REM (-$20M), GLD (-$19M), XLU (-$15M), IEF (-$8.4M), JPST (-$6.0M), JEPI, T, TLT, VUG.
Sold out of its positions in BlackRock, CMCSA, DFIV, FLTB, GEVO, IXC, IBB, IJJ, MUB, SLV. HDV, REM, ESGU, IFRA, LMT, MGM, PULS, EFIV, TXN, TMO, VV, ASML.
WNY Asset Management was a net seller of stock by $-29M.
WNY Asset Management has $806M in assets under management (AUM), dropping by -5.91%.
Central Index Key (CIK): 0001803296

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Portfolio Holdings for WNY Asset Management

WNY Asset Management holds 219 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	10.6	$85M		3.8M	22.20	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	9.4	$76M	+2%	2.1M	35.26	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	7.4	$60M	+2003%	1.6M	37.17	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	5.9	$48M		1.6M	29.20	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	5.2	$42M	+11%	1.2M	34.59	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	3.5	$28M	+240%	499k	56.38	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	3.4	$28M	+3%	438k	63.30	View chart
Select Sector Spdr Tr Energy (XLE)	3.2	$26M	+149%	299k	85.66	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	2.8	$22M		867k	25.64	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	2.4	$19M	+4%	656k	29.22	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.3	$19M	+13%	414k	44.87	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.1	$17M	+4%	32k	538.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$17M	+166%	32k	511.22	View chart
Apple (AAPL)	1.8	$15M	-2%	59k	250.42	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	1.8	$15M	+3%	139k	105.50	View chart
Spdr Gold Tr Gold Shs (GLD)	1.8	$14M	-57%	59k	242.13	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.5	$12M	-26%	216k	57.53	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.1	$8.7M	+2%	193k	45.34	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	1.0	$8.2M		144k	57.10	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	1.0	$8.2M	-87%	207k	39.59	View chart
Verizon Communications (VZ)	0.9	$7.5M	-7%	187k	39.99	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.9	$7.2M	-27%	83k	87.33	View chart
Select Sector Spdr Tr Technology (XLK)	0.8	$6.7M	+12%	29k	232.52	View chart
Kayne Anderson MLP Investment (KYN)	0.8	$6.5M	-5%	514k	12.71	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.8	$6.2M		153k	40.92	View chart
Microsoft Corporation (MSFT)	0.7	$5.8M	-4%	14k	421.51	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.7	$5.8M		46k	124.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$5.7M		13k	453.28	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.6	$5.2M	+19%	195k	26.92	View chart
Amazon (AMZN)	0.6	$5.0M	-4%	23k	219.39	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.6	$4.6M		67k	67.88	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.5	$4.1M	+31%	75k	55.35	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$4.0M	+17%	6.9k	588.68	View chart
NVIDIA Corporation Call Option (NVDA)	0.5	$4.0M		35k	115.68	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.5	$4.0M	+243%	164k	24.06	View chart
Eli Lilly & Co. (LLY)	0.5	$3.7M	-3%	4.8k	772.02	View chart
Select Sector Spdr Tr Financial (XLF)	0.5	$3.7M	+7%	76k	48.33	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$3.6M	-62%	72k	50.37	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.4	$3.4M		77k	44.92	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$3.3M	+98%	57k	58.00	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.4	$3.3M		84k	39.37	View chart
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD)	0.4	$3.2M	+27%	386k	8.41	View chart
At&t (T)	0.4	$3.1M	-56%	136k	22.77	View chart
Vodafone Group Sponsored Adr (VOD)	0.4	$3.0M		350k	8.49	View chart
Allianzgi Convertible & Income (NCV)	0.4	$3.0M	-8%	854k	3.47	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.4	$2.9M		79k	37.12	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.3	$2.8M	-6%	90k	31.15	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$2.8M	+20%	27k	105.48	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$2.8M	+36%	8.1k	343.42	View chart
Blackrock Enhanced Intl Div Com Bene Inter (BGY)	0.3	$2.7M	+16%	515k	5.31	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$2.4M		4.1k	586.08	View chart
Abrdn Healthcare Investors Sh Ben Int (HQH)	0.3	$2.3M	+10%	145k	16.05	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.3	$2.2M	-4%	67k	33.74	View chart
Meta Platforms Cl A (META)	0.3	$2.1M	-12%	3.5k	585.44	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$2.0M		23k	87.90	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.9M	-9%	17k	107.57	View chart
Gilead Sciences (GILD)	0.2	$1.8M	-42%	20k	92.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.6M		5.4k	289.79	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.6M		9.2k	169.29	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$1.5M	-6%	24k	63.75	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$1.5M	+19%	26k	57.87	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$1.5M	-50%	27k	56.48	View chart
Walgreen Boots Alliance (WBA)	0.2	$1.5M		161k	9.33	View chart
MercadoLibre (MELI)	0.2	$1.5M		880.00	1700.44	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$1.5M	-2%	19k	79.99	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$1.4M	-2%	14k	99.55	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.4M	-30%	7.3k	195.83	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.2	$1.4M		49k	29.19	View chart
National Fuel Gas (NFG)	0.2	$1.4M	-18%	23k	60.68	View chart
McDonald's Corporation (MCD)	0.2	$1.4M	-8%	4.8k	289.88	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$1.4M		13k	106.04	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.2	$1.3M	+28%	30k	44.01	View chart
Procter & Gamble Company (PG)	0.2	$1.3M	-14%	7.5k	167.66	View chart
Ellsworth Fund (ECF)	0.2	$1.3M	-16%	130k	9.69	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.2M	-33%	6.5k	190.43	View chart
Pepsi (PEP)	0.2	$1.2M	-2%	8.0k	152.05	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.1	$1.2M		28k	42.11	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.1M	-3%	4.5k	239.73	View chart
Moog Cl A (MOG.A)	0.1	$1.1M	-3%	5.4k	196.86	View chart
Vanguard World Health Car Etf (VHT)	0.1	$1.0M	-21%	4.1k	253.67	View chart
Wal-Mart Stores (WMT)	0.1	$1.0M	-11%	11k	90.35	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$1.0M	+19%	20k	50.88	View chart
Tesla Motors (TSLA)	0.1	$984k	-15%	2.4k	403.84	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$970k		769.00	1260.77	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$966k		2.4k	401.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$945k	-14%	5.0k	189.28	View chart
BlackRock Global Energy & Resources Trus (BGR)	0.1	$911k		72k	12.61	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$908k		1.5k	621.80	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$892k	+17%	27k	33.27	View chart
Tortoise Energy Infrastructure closed end funds (TYG)	0.1	$886k	+6%	21k	42.00	View chart
Johnson & Johnson (JNJ)	0.1	$883k	-14%	6.1k	144.61	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$883k		34k	25.92	View chart
Blackrock Science & Technolo Shs Ben Int (BSTZ)	0.1	$871k	-5%	42k	20.71	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$835k	-2%	2.2k	375.39	View chart
Merck & Co (MRK)	0.1	$832k	-19%	8.4k	99.48	View chart
Walt Disney Company (DIS)	0.1	$820k	-36%	7.4k	111.35	View chart
Abbott Laboratories (ABT)	0.1	$812k	-9%	7.2k	113.11	View chart
Wec Energy Group (WEC)	0.1	$811k		8.6k	94.04	View chart
Goldman Sachs (GS)	0.1	$797k		1.4k	572.79	View chart
Pfizer (PFE)	0.1	$788k	-23%	30k	26.53	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$771k	-8%	11k	71.43	View chart
Devon Energy Corporation (DVN)	0.1	$766k	-3%	23k	32.73	View chart
Paypal Holdings (PYPL)	0.1	$751k	-3%	8.8k	85.35	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$750k	NEW	24k	31.27	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$744k	-67%	1.8k	410.36	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$735k		4.3k	172.41	View chart
Abbvie (ABBV)	0.1	$709k	-11%	4.0k	177.68	View chart
Home Depot (HD)	0.1	$685k	-9%	1.8k	388.91	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$681k	-2%	4.2k	161.76	View chart
Abrdn Healthcare Opportuniti SHS (THQ)	0.1	$675k		36k	18.87	View chart
Bank of America Corporation (BAC)	0.1	$665k	-25%	15k	43.95	View chart
M&T Bank Corporation (MTB)	0.1	$664k	-2%	3.5k	188.02	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$640k	+6%	13k	47.82	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$638k	-13%	4.4k	145.34	View chart
CSX Corporation (CSX)	0.1	$613k	+131%	19k	32.27	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$593k		5.4k	110.26	View chart
Chevron Corporation (CVX)	0.1	$589k	-4%	4.1k	144.84	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$588k	-15%	4.6k	127.58	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$586k		1.8k	322.18	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$584k	+23%	4.4k	131.75	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$578k		6.8k	84.79	View chart
Boeing Company (BA)	0.1	$563k	-12%	3.2k	177.00	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$554k	-13%	5.7k	96.90	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$545k		2.9k	190.89	View chart
Ishares Tr Exponential Tech (XT)	0.1	$530k	-6%	8.9k	59.66	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$530k	+86%	22k	24.29	View chart
DTE Energy Company (DTE)	0.1	$526k		4.4k	120.75	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$523k	+15%	3.0k	175.23	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$521k	NEW	8.4k	62.04	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$508k	+132%	20k	26.07	View chart
Charles Schwab Corporation (SCHW)	0.1	$505k	-13%	6.8k	74.01	View chart
Strategy Ns 7handl Idx (HNDL)	0.1	$503k	-2%	24k	21.33	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$486k	+2%	8.3k	58.81	View chart
Coca-Cola Company (KO)	0.1	$472k	-31%	7.6k	62.26	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$467k		4.6k	101.53	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$460k	-39%	4.3k	106.56	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$456k		9.0k	50.71	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$455k	-14%	7.3k	62.31	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$453k		1.7k	264.13	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$445k	+3%	14k	31.95	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$434k	-4%	4.4k	99.53	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$427k	-95%	4.6k	92.45	View chart
Palo Alto Networks (PANW)	0.1	$420k	+99%	2.3k	181.96	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$415k	-11%	8.1k	51.14	View chart
International Business Machines (IBM)	0.0	$401k	-27%	1.8k	219.84	View chart
Ishares Tr Ultra Short-term (ICSH)	0.0	$400k	-30%	7.9k	50.43	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$398k	-97%	5.3k	75.69	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$395k	-38%	1.9k	211.34	View chart
Raytheon Technologies Corp (RTX)	0.0	$393k	-3%	3.4k	115.71	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$368k	-3%	6.5k	56.24	View chart
Kimberly-Clark Corporation (KMB)	0.0	$365k	-6%	2.8k	131.04	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$359k	-41%	4.4k	81.98	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$354k	-9%	833.00	425.50	View chart
Ford Motor Company (F)	0.0	$353k	-6%	36k	9.90	View chart
Broadcom (AVGO)	0.0	$350k	-15%	1.5k	231.86	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$334k	+8%	3.5k	95.01	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$332k	+9%	1.4k	240.28	View chart
Ge Aerospace Com New (GE)	0.0	$331k	-30%	2.0k	166.81	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$330k		13k	24.92	View chart
Nextera Energy (NEE)	0.0	$329k	-12%	4.6k	71.68	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$329k	+19%	1.7k	198.13	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$328k		2.4k	137.58	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$328k		4.3k	76.13	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$327k	+8%	4.5k	71.92	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$324k		6.5k	49.62	View chart
AFLAC Incorporated (AFL)	0.0	$318k		3.1k	103.44	View chart
Qualcomm (QCOM)	0.0	$317k	-19%	2.1k	153.61	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$315k	-31%	30k	10.57	View chart
Bristol Myers Squibb (BMY)	0.0	$308k	-32%	5.5k	56.56	View chart
TJX Companies (TJX)	0.0	$308k	-3%	2.6k	120.81	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$306k		3.0k	102.09	View chart
Nuveen Global High Income SHS (JGH)	0.0	$306k	-4%	24k	12.84	View chart
Costco Wholesale Corporation (COST)	0.0	$303k	-2%	331.00	915.05	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$299k		8.8k	33.91	View chart
Jd.com Spon Ads Cl A (JD)	0.0	$294k		8.5k	34.67	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$291k	-20%	3.9k	74.73	View chart
Paychex (PAYX)	0.0	$287k		2.0k	140.23	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$286k	-2%	3.7k	78.01	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$284k		1.4k	197.44	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$283k	-48%	2.4k	115.55	View chart
Ishares Tr Conser Alloc Etf (AOK)	0.0	$282k	-11%	7.6k	37.30	View chart
Abrdn Life Sciences Investor Sh Ben Int (HQL)	0.0	$277k		21k	13.12	View chart
Royal Caribbean Cruises (RCL)	0.0	$276k		1.2k	230.69	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$274k	-36%	5.5k	50.15	View chart
Vanguard World Utilities Etf (VPU)	0.0	$271k		1.7k	163.42	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$271k		7.9k	34.13	View chart
Booking Holdings (BKNG)	0.0	$268k		54.00	4969.98	View chart
Caterpillar (CAT)	0.0	$268k		738.00	362.76	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$264k	-74%	5.0k	53.22	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.0	$263k	-21%	9.1k	29.01	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.0	$256k	-50%	6.5k	39.39	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.0	$253k		12k	21.78	View chart
American Electric Power Company (AEP)	0.0	$247k	+12%	2.7k	92.23	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$243k	+33%	4.5k	54.54	View chart
Novo-nordisk A S Adr Call Option (NVO)	0.0	$238k	-18%	2.8k	86.02	View chart
Netflix (NFLX)	0.0	$237k	NEW	266.00	891.32	View chart
General Mills (GIS)	0.0	$236k		3.7k	63.77	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.0	$236k	-9%	4.1k	57.92	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.0	$233k	-14%	3.5k	67.11	View chart
Northrop Grumman Corporation (NOC)	0.0	$231k		492.00	469.46	View chart
Baidu Spon Adr Rep A (BIDU)	0.0	$231k		2.7k	84.31	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$221k		3.8k	57.41	View chart
Blackrock (BLK)	0.0	$220k	NEW	215.00	1025.11	View chart
Sunrun (RUN)	0.0	$218k		24k	9.25	View chart
Dt Midstream Common Stock (DTM)	0.0	$217k	NEW	2.2k	99.43	View chart
3M Company (MMM)	0.0	$216k	-16%	1.7k	129.09	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.0	$215k	NEW	4.6k	46.63	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$214k		2.1k	100.60	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$213k	NEW	3.4k	63.45	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.0	$212k	+9%	8.6k	24.67	View chart
Deere & Company (DE)	0.0	$208k	-2%	490.00	423.70	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.0	$207k	-62%	3.9k	53.44	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$205k	+94%	9.0k	22.70	View chart
Vanguard World Energy Etf (VDE)	0.0	$203k	NEW	1.7k	121.31	View chart
Cisco Systems (CSCO)	0.0	$201k	NEW	3.4k	59.20	View chart
Sonos (SONO)	0.0	$193k	-8%	13k	15.04	View chart
Plug Power Com New (PLUG)	0.0	$129k	-12%	61k	2.13	View chart
Aberdeen Global Dynamic Divd F (AGD)	0.0	$99k		10k	9.80	View chart
Lanzatech Global (LNZA)	0.0	$21k	NEW	15k	1.37	View chart

Past Filings by WNY Asset Management

SEC 13F filings are viewable for WNY Asset Management going back to 2020

WNY Asset Management 2024 Q4 filed Feb. 21, 2025
WNY Asset Management 2024 Q3 filed Nov. 12, 2024
WNY Asset Management 2024 Q2 filed Aug. 12, 2024
WNY Asset Management 2024 Q1 filed May 7, 2024
WNY Asset Management 2023 Q4 filed Feb. 21, 2024
WNY Asset Management 2023 Q3 filed Dec. 14, 2023
WNY Asset Management 2023 Q2 filed Aug. 3, 2023
WNY Asset Management 2023 Q1 filed May 2, 2023
WNY Asset Management 2022 Q4 filed Jan. 25, 2023
WNY Asset Management 2022 Q3 filed Oct. 25, 2022
WNY Asset Management 2022 Q2 filed Aug. 8, 2022
WNY Asset Management 2022 Q1 filed April 19, 2022
WNY Asset Management 2021 Q4 filed Feb. 15, 2022
WNY Asset Management 2021 Q3 filed Nov. 9, 2021
WNY Asset Management 2021 Q2 filed July 14, 2021
WNY Asset Management 2021 Q1 filed April 20, 2021

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