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Laraway Financial Advisors Inc Top Holdings and 13F Report (2025)

About Laraway Financial Advisors Inc

Investment Activity

  • Laraway Financial Advisors Inc has $129.79 million in total holdings as of December 31, 2024.
  • Laraway Financial Advisors Inc owns shares of 118 different stocks, but just 50 companies or ETFs make up 80% of its holdings.
  • Approximately 4.78% of the portfolio was purchased this quarter.
  • About 0.58% of the portfolio was sold this quarter.
  • This quarter, Laraway Financial Advisors Inc has purchased 116 new stocks and bought additional shares in 44 stocks.
  • Laraway Financial Advisors Inc sold shares of 34 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Apple
$12,098,775
Microsoft
$4,222,123

Largest New Holdings this Quarter

Caterpillar
$294,941 Holding
Fair Isaac
$199,093 Holding

Largest Purchases this Quarter

Eli Lilly and Company
9,097 shares (about $2.18M)
Schwab US Small-Cap ETF
23,873 shares (about $617.36K)
Lam Research
8,180 shares (about $590.84K)
Caterpillar
813 shares (about $294.94K)
Schwab U.S. TIPS ETF
11,303 shares (about $291.96K)

Largest Sales this Quarter

Apple
501 shares (about $125.46K)
Technology Select Sector SPDR Fund
238 shares (about $55.34K)
Intel
2,303 shares (about $46.17K)
Microsoft
73 shares (about $30.77K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLaraway Financial Advisors Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$12,098,775$125,460 -1.0%48,3149.3%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$4,870,652$153,914 3.3%11,8673.8%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$4,810,034$223,886 4.9%8,2073.7%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$4,763,073$206,207 4.5%28,1343.7%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$4,222,123$30,769 -0.7%10,0173.3%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$3,555,495$5,165 0.1%74,3522.7%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$3,510,206$806 0.0%26,1392.7%Computer and Technology
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$3,450,0000.0%4,2982.7%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$3,301,909$8,529 -0.3%24,0022.5%ETF
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$3,115,319$133,993 4.5%62,3562.4%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,051,529$28,395 -0.9%16,1202.4%Computer and Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$2,907,796$22,570 -0.8%60,1652.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,872,106$2,182,935 316.7%11,9692.2%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,866,0890.0%6,3232.2%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$2,381,339$55,342 -2.3%10,2411.8%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$2,223,631$2,103 0.1%12,6901.7%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,167,573$1,536 0.1%9,8801.7%Retail/Wholesale
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$2,066,937$806 0.0%69,2211.6%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$1,812,054$8,913 -0.5%2,0331.4%Consumer Discretionary
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,683,188$4,581 -0.3%1,8371.3%Retail/Wholesale
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$1,643,406$21,616 -1.3%65,7631.3%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,631,321$1,012 0.1%3,2251.3%Medical
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$1,581,413$32,471 2.1%20,8931.2%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,580,940$10,302 -0.6%5,9851.2%ETF
Walmart Inc. stock logo
WMT
Walmart
$1,571,575$103,001 7.0%17,3941.2%Retail/Wholesale
SPDR S&P 600 Small CapValue ETF stock logo
SLYV
SPDR S&P 600 Small CapValue ETF
$1,562,333$87 0.0%17,9061.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,500,1850.0%2,5621.2%Computer and Technology
Oracle Co. stock logo
ORCL
Oracle
$1,289,8230.0%7,7401.0%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$1,257,9160.0%2,4181.0%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$1,251,977$18,854 -1.5%6,5741.0%Computer and Technology
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$1,246,150$3,780 -0.3%17,8021.0%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,236,713$617,361 99.7%47,8231.0%ETF
Hartford Total Return Bond ETF stock logo
HTRB
Hartford Total Return Bond ETF
$1,220,716$7,333 -0.6%36,6250.9%ETF
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$1,090,524$23,581 -2.1%39,0310.8%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$995,048$3,677 -0.4%19,7550.8%ETF
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$944,734$3,020 -0.3%7,8200.7%Retail/Wholesale
First Trust TCW Opportunistic Fixed Income ETF stock logo
FIXD
First Trust TCW Opportunistic Fixed Income ETF
$943,261$35,965 4.0%21,9520.7%Manufacturing
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$931,7840.0%1,4650.7%Industrial Products
Erie Indemnity stock logo
ERIE
Erie Indemnity
$880,1110.0%2,1350.7%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$808,5420.0%3,3730.6%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$794,289$14,810 -1.8%3,2180.6%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$790,1000.0%2,5000.6%Business Services
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$785,435$29,754 -3.6%13,5420.6%ETF
Cencora, Inc. stock logo
COR
Cencora
$763,706$25,614 3.5%3,3990.6%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$755,448$932 0.1%10,5380.6%Utilities
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$743,552$51,200 7.4%5,1410.6%Medical
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$710,515$5,525 -0.8%3,2150.5%Consumer Staples
PepsiCo, Inc. stock logo
PEP
PepsiCo
$677,408$71,466 11.8%4,4550.5%Consumer Staples
The Home Depot, Inc. stock logo
HD
Home Depot
$670,0210.0%1,7220.5%Retail/Wholesale
Discover Financial Services stock logo
DFS
Discover Financial Services
$667,802$4,331 -0.6%3,8550.5%Finance
Lam Research Co. stock logo
LRCX
Lam Research
$657,293$590,841 889.1%9,1000.5%Computer and Technology
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$646,5780.0%2,5500.5%Industrial Products
Valero Energy Co. stock logo
VLO
Valero Energy
$639,0800.0%5,2130.5%Oils/Energy
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$637,0640.0%7,4060.5%Medical
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$627,575$291,961 87.0%24,2960.5%ETF
SPDR Bloomberg Convertible Securities ETF stock logo
CWB
SPDR Bloomberg Convertible Securities ETF
$623,1200.0%8,0000.5%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$600,187$51,972 9.5%3,5800.5%Consumer Staples
FedEx Co. stock logo
FDX
FedEx
$579,540$4,220 -0.7%2,0600.4%Transportation
SPDR Portfolio Corporate Bond ETF stock logo
SPBO
SPDR Portfolio Corporate Bond ETF
$576,640$12,602 -2.1%20,1340.4%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$572,929$283,593 98.0%25,2390.4%ETF
Universal Health Services, Inc. stock logo
UHS
Universal Health Services
$565,1730.0%3,1500.4%Medical
The Coca-Cola Company stock logo
KO
Coca-Cola
$560,386$18,802 3.5%9,0010.4%Consumer Staples
DICK'S Sporting Goods, Inc. stock logo
DKS
DICK'S Sporting Goods
$557,225$2,288 -0.4%2,4350.4%Retail/Wholesale
Xcel Energy Inc. stock logo
XEL
Xcel Energy
$528,474$675 0.1%7,8270.4%Utilities
SPDR Bloomberg Barclays Investment Grade Floating Rate ETF stock logo
FLRN
SPDR Bloomberg Barclays Investment Grade Floating Rate ETF
$512,7300.0%16,6850.4%ETF
CDW Co. stock logo
CDW
CDW
$498,2010.0%2,8630.4%Computer and Technology
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$474,061$195 0.0%9,7400.4%Manufacturing
Comcast Co. stock logo
CMCSA
Comcast
$461,056$938 -0.2%12,2850.4%Consumer Discretionary
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$457,925$13,288 -2.8%17,1960.4%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$454,9120.0%5,0350.4%ETF
RTX Co. stock logo
RTX
RTX
$449,401$231 0.1%3,8840.3%Aerospace
The Walt Disney Company stock logo
DIS
Walt Disney
$408,8070.0%3,6710.3%Consumer Discretionary
NIKE, Inc. stock logo
NKE
NIKE
$405,137$7,567 -1.8%5,3540.3%Consumer Discretionary
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$403,4620.0%6,8150.3%Computer and Technology
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$397,383$175 0.0%6,8300.3%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$395,519$14,383 3.8%6,8750.3%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$370,025$1,477 -0.4%6,7660.3%ETF
AB Ultra Short Income ETF stock logo
YEAR
AB Ultra Short Income ETF
$362,8160.0%7,2060.3%ETF
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$360,8600.0%4,2280.3%Computer and Technology
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$359,912$5,391 -1.5%17,0900.3%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$356,136$36,429 11.4%8,9060.3%Computer and Technology
Philip Morris International Inc. stock logo
PM
Philip Morris International
$352,0240.0%2,9250.3%Consumer Staples
Aflac Incorporated stock logo
AFL
Aflac
$351,6960.0%3,4000.3%Finance
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$351,490$180 0.1%7,8250.3%ETF
U.S. Bancorp stock logo
USB
U.S. Bancorp
$344,2800.0%7,1980.3%Finance
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$337,9770.0%4,7000.3%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$337,4440.0%3,3920.3%Medical
First Trust NASDAQ Rising Dividend Achievers stock logo
RDVY
First Trust NASDAQ Rising Dividend Achievers
$329,857$118 0.0%5,5780.3%Manufacturing
RiverFront Strategic Income Fund stock logo
RIGS
RiverFront Strategic Income Fund
$323,740$93 0.0%13,9990.2%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$321,021$86,856 37.1%4,6570.2%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$319,0880.0%1,7950.2%Medical
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$311,092$70 0.0%4,4290.2%Finance
The Bank of New York Mellon Co. stock logo
BK
Bank of New York Mellon
$309,0370.0%4,0220.2%Finance
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$303,3650.0%1,0360.2%Business Services
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$299,302$20,413 7.3%2,3460.2%ETF
3M stock logo
MMM
3M
$295,186$7,228 -2.4%2,2870.2%Multi-Sector Conglomerates
Caterpillar Inc. stock logo
CAT
Caterpillar
$294,941$294,941 New Holding8130.2%Industrial Products
The Boeing Company stock logo
BA
Boeing
$289,395$27,081 -8.6%1,6350.2%Aerospace
Emerson Electric Co. stock logo
EMR
Emerson Electric
$282,5600.0%2,2800.2%Industrial Products
Western Digital Co. stock logo
WDC
Western Digital
$269,8260.0%4,5250.2%Computer and Technology

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