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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 $125.87 million in total holdings as of March 31, 2025.
  • Laraway Financial Advisors Inc owns shares of 122 different stocks, but just 52 companies or ETFs make up 80% of its holdings.
  • Approximately 3.43% of the portfolio was purchased this quarter.
  • About 6.58% of the portfolio was sold this quarter.
  • This quarter, Laraway Financial Advisors Inc has purchased 118 new stocks and bought additional shares in 41 stocks.
  • Laraway Financial Advisors Inc sold shares of 45 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Apple
$10,686,840

Largest New Holdings this Quarter

92936U109 - W. P. Carey
$377,995 Holding
00039J400 - AB US High Dividend ETF
$200,923 Holding

Largest Purchases this Quarter

Vanguard Growth ETF
1,822 shares (about $675.66K)
Vanguard Value ETF
3,781 shares (about $653.14K)
Walmart
5,592 shares (about $454.96K)
W. P. Carey
5,989 shares (about $378.00K)

Largest Sales this Quarter

Eli Lilly and Company
9,175 shares (about $7.58M)
Alphabet
300 shares (about $46.39K)
Apple
203 shares (about $45.09K)
UnitedHealth Group
74 shares (about $38.76K)
Home Depot
100 shares (about $36.66K)

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
$10,686,840$45,092 -0.4%48,1118.5%Computer and Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$5,513,075$653,139 13.4%31,9154.4%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$5,076,335$675,658 15.4%13,6894.0%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$4,639,347$48,664 1.1%8,2943.7%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$3,995,010$215,721 5.7%78,5963.2%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$3,742,616$17,643 -0.5%9,9703.0%Computer and Technology
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$3,551,260$46,723 1.3%24,3222.8%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,354,189$13,315 -0.4%6,2982.7%Finance
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$3,004,983$8,169 0.3%60,3292.4%ETF
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$2,948,914$79,292 2.8%64,0792.3%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,870,661$37,716 1.3%26,4872.3%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,446,419$46,392 -1.9%15,8201.9%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,307,808$7,578,432 -76.7%2,7941.8%Medical
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$2,255,633$57,339 2.6%13,0211.8%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$2,254,277$139,783 6.6%10,9181.8%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$2,061,832$21,732 -1.0%68,4991.6%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$1,900,496$4,663 0.2%2,0381.5%Consumer Discretionary
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,894,229$14,460 0.8%9,9561.5%Retail/Wholesale
Walmart Inc. stock logo
WMT
Walmart
$1,870,126$454,961 32.1%22,9861.5%Retail/Wholesale
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,737,3980.0%1,8371.4%Retail/Wholesale
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$1,675,330$4,265 -0.3%65,5961.3%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,650,556$38,763 -2.3%3,1511.3%Medical
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$1,650,510$3,075 0.2%20,9321.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,628,431$80,685 5.2%6,2971.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,498,667$21,904 1.5%2,6001.2%Computer and Technology
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$1,391,367$12,466 -0.9%17,7471.1%ETF
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$1,330,333$149 0.0%17,8041.1%ETF
Hartford Total Return Bond ETF stock logo
HTRB
Hartford Total Return Bond ETF
$1,248,592$8,465 0.7%36,8751.0%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$1,203,1970.0%2,4181.0%Medical
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$1,178,519$178,320 17.8%23,2770.9%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,128,742$101,704 9.9%7,2250.9%Computer and Technology
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$1,123,565$30,970 -2.7%37,9840.9%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,122,590$2,109 0.2%47,9130.9%ETF
Oracle Co. stock logo
ORCL
Oracle
$1,068,173$13,981 -1.3%7,6400.8%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$946,995$5,481 -0.6%7,7750.8%Retail/Wholesale
First Trust TCW Opportunistic Fixed Income ETF stock logo
FIXD
First Trust TCW Opportunistic Fixed Income ETF
$933,843$28,540 -3.0%21,3010.7%Manufacturing
Cencora, Inc. stock logo
COR
Cencora
$917,512$27,812 -2.9%3,2990.7%Medical
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$890,5000.0%1,4650.7%Industrials
Erie Indemnity stock logo
ERIE
Erie Indemnity
$884,196$10,476 -1.2%2,1100.7%Finance
Visa Inc. stock logo
V
Visa
$858,627$17,523 -2.0%2,4500.7%Business Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$827,3970.0%3,3730.7%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$822,302$30,351 -3.6%4,9580.7%Medical
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$804,4000.0%13,5420.6%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$750,739$233 0.0%3,2190.6%Retail/Wholesale
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$730,302$16,730 -2.2%10,3020.6%Utilities
Valero Energy Co. stock logo
VLO
Valero Energy
$688,5030.0%5,2130.5%Energy
PepsiCo, Inc. stock logo
PEP
PepsiCo
$668,129$150 0.0%4,4560.5%Consumer Staples
Lam Research Co. stock logo
LRCX
Lam Research
$654,300$7,270 -1.1%9,0000.5%Computer and Technology
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$638,006$15,300 -2.3%23,7270.5%ETF
Discover Financial Services stock logo
DFS
Discover Financial Services
$632,444$25,605 -3.9%3,7050.5%Finance
The Coca-Cola Company stock logo
KO
Coca-Cola
$630,308$14,324 -2.2%8,8010.5%Consumer Staples
SPDR Bloomberg Convertible Securities ETF stock logo
CWB
SPDR Bloomberg Convertible Securities ETF
$612,9600.0%8,0000.5%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$610,1040.0%3,5800.5%Consumer Staples
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$607,625$24,801 -3.9%2,4500.5%Industrials
The Home Depot, Inc. stock logo
HD
Home Depot
$594,616$36,659 -5.8%1,6220.5%Retail/Wholesale
Universal Health Services, Inc. stock logo
UHS
Universal Health Services
$591,8850.0%3,1500.5%Medical
SPDR Portfolio Corporate Bond ETF stock logo
SPBO
SPDR Portfolio Corporate Bond ETF
$581,975$2,526 -0.4%20,0470.5%ETF
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$580,841$9,176 -1.6%3,1650.5%Consumer Staples
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$569,503$15,031 -2.6%24,5900.5%ETF
Xcel Energy Inc. stock logo
XEL
Xcel Energy
$554,720$637 0.1%7,8360.4%Utilities
RTX Co. stock logo
RTX
RTX
$514,547$132 0.0%3,8850.4%Aerospace
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$514,2730.0%7,4060.4%Medical
SPDR Bloomberg Barclays Investment Grade Floating Rate ETF stock logo
FLRN
SPDR Bloomberg Barclays Investment Grade Floating Rate ETF
$514,2320.0%16,6850.4%ETF
DICK'S Sporting Goods, Inc. stock logo
DKS
DICK'S Sporting Goods
$490,7990.0%2,4350.4%Retail/Wholesale
FedEx Co. stock logo
FDX
FedEx
$489,998$12,189 -2.4%2,0100.4%Transportation
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$474,322$4,473 -0.9%9,6490.4%Manufacturing
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$474,0890.0%17,1960.4%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$464,2850.0%2,9250.4%Consumer Staples
CDW Co. stock logo
CDW
CDW
$458,7660.0%2,8630.4%Computer and Technology
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$452,835$59,997 15.3%7,9250.4%ETF
Comcast Co. stock logo
CMCSA
Comcast
$442,247$11,070 -2.4%11,9850.4%Consumer Discretionary
AB Ultra Short Income ETF stock logo
YEAR
AB Ultra Short Income ETF
$436,829$72,122 19.8%8,6310.3%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$422,055$4,150 1.0%5,0850.3%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$404,499$544 0.1%8,9180.3%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$402,061$18,514 -4.4%6,5150.3%Computer and Technology
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$400,960$117 0.0%6,8320.3%ETF
Aflac Incorporated stock logo
AFL
Aflac
$378,0460.0%3,4000.3%Finance
W. P. Carey Inc. stock logo
WPC
W. P. Carey
$377,995$377,995 New Holding5,9890.3%Finance
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$376,734$74,160 24.5%2,9210.3%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$376,317$210 0.1%1,7960.3%Medical
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$365,312$2,302 -0.6%16,9830.3%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$357,453$4,836 -1.3%3,6220.3%Consumer Discretionary
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$351,4040.0%4,2980.3%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$350,863$122,604 53.7%10,4740.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$345,2150.0%4,7000.3%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$344,330$1,945 -0.6%6,7280.3%ETF
NIKE, Inc. stock logo
NKE
NIKE
$339,8720.0%5,3540.3%Consumer Discretionary
3M stock logo
MMM
3M
$336,041$147 0.0%2,2880.3%Multi-Sector Conglomerates
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$334,293$75,045 28.9%3,5770.3%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$328,947$22,688 7.4%5,0020.3%ETF
First Trust NASDAQ Rising Dividend Achievers stock logo
RDVY
First Trust NASDAQ Rising Dividend Achievers
$327,186$644 0.2%5,5890.3%Manufacturing
The Bank of New York Mellon Co. stock logo
BK
Bank of New York Mellon
$326,841$10,484 -3.1%3,8970.3%Finance
RiverFront Strategic Income Fund stock logo
RIGS
RiverFront Strategic Income Fund
$323,422$69 0.0%14,0020.3%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$316,515$2,446 -0.8%7,7650.3%ETF
U.S. Bancorp stock logo
USB
U.S. Bancorp
$303,9000.0%7,1980.2%Finance
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$301,364$15,282 -4.8%9860.2%Business Services
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$300,048$17,874 -5.6%4,1800.2%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$282,048$22,442 -7.4%3,1420.2%Medical
Novartis AG stock logo
NVS
Novartis
$275,0210.0%2,4670.2%Medical
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$269,352$6,525 -2.4%4,1280.2%Computer and Technology

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