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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 $131.84 million in total holdings as of June 30, 2025.
  • Laraway Financial Advisors Inc owns shares of 124 different stocks, but just 52 companies or ETFs make up 80% of its holdings.
  • Approximately 1.85% of the portfolio was purchased this quarter.
  • About 3.08% of the portfolio was sold this quarter.
  • This quarter, Laraway Financial Advisors Inc has purchased 122 new stocks and bought additional shares in 33 stocks.
  • Laraway Financial Advisors Inc sold shares of 51 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Apple
$9,714,735
Microsoft
$4,821,879

Largest New Holdings this Quarter

512807306 - LAM RESEARCH CORP
$876,060 Holding
14040H105 - Capital One Financial
$840,615 Holding
38141G104 - The Goldman Sachs Group
$212,325 Holding
874039100 - Taiwan Semiconductor Manufacturing
$212,221 Holding

Largest Purchases this Quarter

LAM RESEARCH CORP
9,000 shares (about $876.06K)
Capital One Financial
3,951 shares (about $840.62K)
The Goldman Sachs Group
300 shares (about $212.33K)
Taiwan Semiconductor Manufacturing
937 shares (about $212.22K)
Invesco S&P 500 Top 50 ETF
1,200 shares (about $62.52K)

Largest Sales this Quarter

Walmart
6,114 shares (about $597.82K)
Vanguard Growth ETF
360 shares (about $157.83K)
Apple
761 shares (about $156.13K)
Vanguard Value ETF
852 shares (about $150.58K)
Microsoft
276 shares (about $137.28K)

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
$9,714,735$156,133 -1.6%47,3507.4%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$5,843,646$157,830 -2.6%13,3294.4%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$5,490,154$150,585 -2.7%31,0634.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$5,052,790$71,671 -1.4%8,1783.8%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$4,821,879$137,285 -2.8%9,6943.7%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$4,380,254$100,509 -2.2%76,8333.3%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$4,130,965$53,717 -1.3%26,1473.1%Computer and Technology
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$3,401,032$62,520 1.9%65,2792.6%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$3,163,511$114,841 -3.5%23,4702.4%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$3,103,078$56,350 -1.8%59,2532.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,049,664$9,715 -0.3%6,2782.3%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,774,762$13,217 -0.5%15,7452.1%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$2,721,933$42,795 -1.5%10,7492.1%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$2,691,651$37,496 -1.4%2,0102.0%Consumer Discretionary
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$2,372,083$5,634 0.2%13,0521.8%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,184,686$439 0.0%9,9581.7%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,088,840$88,854 -4.1%2,6801.6%Medical
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$2,019,507$48,485 -2.3%66,8931.5%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,919,2290.0%2,6001.5%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,803,671$14,849 -0.8%1,8221.4%Retail/Wholesale
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,698,461$63,517 -3.6%6,0701.3%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$1,672,275$36,991 -2.2%20,4791.3%ETF
Oracle Corporation stock logo
ORCL
Oracle
$1,670,3720.0%7,6401.3%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$1,649,731$597,822 -26.6%16,8721.3%Retail/Wholesale
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$1,633,245$46,003 -2.7%63,7991.2%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$1,321,451$94,036 -6.6%16,5681.0%ETF
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$1,287,582$8,884 -0.7%17,6821.0%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,268,447$13,126 -1.0%7,1511.0%Computer and Technology
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$1,240,795$229 0.0%37,9910.9%ETF
Hartford Total Return Bond ETF stock logo
HTRB
Hartford Total Return Bond ETF
$1,219,325$29,636 -2.4%36,0000.9%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,179,685$32,510 -2.7%46,6280.9%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$1,159,579$20,120 -1.7%22,8800.9%ETF
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$1,019,766$3,492 -0.3%1,4600.8%Industrials
Cencora, Inc. stock logo
COR
Cencora
$989,370$300 0.0%3,3000.8%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$977,8660.0%3,3730.7%Finance
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$960,1350.0%7,7750.7%Retail/Wholesale
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$939,856$40,546 -4.1%2,3180.7%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$915,070$68,014 -6.9%2,9330.7%Medical
First Trust TCW Opportunistic Fixed Income ETF stock logo
FIXD
First Trust TCW Opportunistic Fixed Income ETF
$910,223$24,666 -2.6%20,7390.7%Manufacturing
LAM RESEARCH CORP
$876,060$876,060 New Holding9,0000.7%COM
Visa Inc. stock logo
V
Visa
$869,8730.0%2,4500.7%Business Services
Capital One Financial Corporation stock logo
COF
Capital One Financial
$840,615$840,615 New Holding3,9510.6%Finance
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$759,123$50,839 -6.3%12,6920.6%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$757,743$458 0.1%4,9610.6%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$716,114$972 0.1%10,3160.5%Utilities
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$714,3070.0%3,2190.5%Retail/Wholesale
Valero Energy Corporation stock logo
VLO
Valero Energy
$697,396$3,361 -0.5%5,1880.5%Energy
Erie Indemnity Company stock logo
ERIE
Erie Indemnity
$679,708$52,018 -7.1%1,9600.5%Finance
SPDR Bloomberg Convertible Securities ETF stock logo
CWB
SPDR Bloomberg Convertible Securities ETF
$653,014$8,266 -1.3%7,9000.5%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$622,033$637 -0.1%8,7920.5%Consumer Staples
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$615,123$17,902 -2.8%23,0560.5%ETF
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$605,7630.0%2,4500.5%Industrials
The Home Depot, Inc. stock logo
HD
Home Depot
$594,8600.0%1,6220.5%Retail/Wholesale
PepsiCo, Inc. stock logo
PEP
PepsiCo
$588,456$132 0.0%4,4570.4%Consumer Staples
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$586,298$15,932 2.8%3,6800.4%Consumer Staples
SPDR Portfolio Corporate Bond ETF stock logo
SPBO
SPDR Portfolio Corporate Bond ETF
$580,244$5,523 -0.9%19,8580.4%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$571,496$23 0.0%24,5910.4%ETF
Universal Health Services, Inc. stock logo
UHS
Universal Health Services
$570,6230.0%3,1500.4%Medical
RTX Corporation stock logo
RTX
RTX
$567,375$146 0.0%3,8860.4%Aerospace
Xcel Energy Inc. stock logo
XEL
Xcel Energy
$534,278$613 0.1%7,8450.4%Utilities
Philip Morris International Inc. stock logo
PM
Philip Morris International
$532,7300.0%2,9250.4%Consumer Staples
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$518,2850.0%17,1960.4%ETF
Constellation Brands Inc stock logo
STZ
Constellation Brands
$514,8820.0%3,1650.4%Consumer Staples
SPDR Bloomberg Investment Grade Floating Rate ETF stock logo
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
$514,3990.0%16,6850.4%ETF
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$511,1620.0%7,4060.4%Medical
CDW Corporation stock logo
CDW
CDW
$508,089$3,215 -0.6%2,8450.4%Computer and Technology
DICK'S Sporting Goods, Inc. stock logo
DKS
DICK'S Sporting Goods
$481,6670.0%2,4350.4%Retail/Wholesale
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$465,317$14,781 3.3%8,1850.4%ETF
FedEx Corporation stock logo
FDX
FedEx
$456,8930.0%2,0100.3%Transportation
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$452,0420.0%6,5150.3%Computer and Technology
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$447,911$27,388 -5.8%9,0930.3%Manufacturing
Comcast Corporation stock logo
CMCSA
Comcast
$427,7450.0%11,9850.3%Consumer Discretionary
The Walt Disney Company stock logo
DIS
Walt Disney
$424,314$24,799 -5.5%3,4220.3%Consumer Discretionary
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$420,231$31,062 -6.9%4,7350.3%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$398,045$8,665 2.2%2,9860.3%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$386,340$476 0.1%8,9290.3%Computer and Technology
AB Ultra Short Income ETF stock logo
YEAR
AB Ultra Short Income ETF
$385,099$52,127 -11.9%7,6020.3%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$382,091$31,433 9.0%6,0900.3%Manufacturing
NIKE, Inc. stock logo
NKE
NIKE
$380,3480.0%5,3540.3%Consumer Discretionary
W.P. Carey Inc. stock logo
WPC
W.P. Carey
$377,781$4,180 1.1%6,0560.3%Finance
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$371,290$7,705 2.1%5,1080.3%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$366,047$163 0.0%6,7310.3%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$359,421$63 0.0%16,9860.3%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$358,956$10,585 -2.9%10,1740.3%ETF
Aflac Incorporated stock logo
AFL
Aflac
$358,5640.0%3,4000.3%Finance
The Bank of New York Mellon Corporation stock logo
BK
Bank of New York Mellon
$357,494$2,460 0.7%3,9240.3%Finance
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$356,3900.0%4,2980.3%ETF
3M Company stock logo
MMM
3M
$348,586$304 0.1%2,2900.3%Multi-Sector Conglomerates
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$346,0610.0%4,7000.3%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$345,879$55,726 -13.9%5,8840.3%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$334,9110.0%4,1800.3%Finance
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$330,911$128 0.0%7,7680.3%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$328,912$4,455 -1.3%1,7720.2%Medical
RiverFront Strategic Income Fund stock logo
RIGS
RiverFront Strategic Income Fund
$325,735$93 0.0%14,0060.2%ETF
U.S. Bancorp stock logo
USB
U.S. Bancorp
$325,7100.0%7,1980.2%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$315,6330.0%8130.2%Industrials
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$307,543$168 0.1%1,8310.2%Medical
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$306,7930.0%4,1280.2%Business Services
Emerson Electric Co. stock logo
EMR
Emerson Electric
$303,9920.0%2,2800.2%Industrials
Novartis AG stock logo
NVS
Novartis
$298,5320.0%2,4670.2%Medical

Showing largest 100 holdings. View all holdings.
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