Laraway Financial Advisors Inc Top Holdings and 13F Report (2025) About Laraway Financial Advisors IncInvestment ActivityLaraway 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 $10,686,840Vanguard Value ETF $5,513,075Vanguard Growth ETF $5,076,335SPDR S&P 500 ETF Trust $4,639,347Vanguard FTSE Developed Markets ETF $3,995,010 Largest New Holdings this Quarter 92936U109 - W. P. Carey $377,995 Holding336917109 - First Trust Morningstar Dividend Leaders Index $232,157 Holding78464A805 - SPDR Portfolio S&P 1500 Composite Stock Market ETF $223,320 Holding00039J400 - 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)First Trust Morningstar Dividend Leaders Index 5,344 shares (about $232.16K) 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 TimeMap of 500 Largest Holdings ofLaraway Financial Advisors Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$10,686,840$45,092 ▼-0.4%48,1118.5%Computer and TechnologyVTVVanguard Value ETF$5,513,075$653,139 ▲13.4%31,9154.4%ETFVUGVanguard Growth ETF$5,076,335$675,658 ▲15.4%13,6894.0%ETFSPYSPDR S&P 500 ETF Trust$4,639,347$48,664 ▲1.1%8,2943.7%FinanceVEAVanguard FTSE Developed Markets ETF$3,995,010$215,721 ▲5.7%78,5963.2%ETFMSFTMicrosoft$3,742,616$17,643 ▼-0.5%9,9703.0%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$3,551,260$46,723 ▲1.3%24,3222.8%ETFBRK.BBerkshire Hathaway$3,354,189$13,315 ▼-0.4%6,2982.7%FinanceXLFFinancial Select Sector SPDR Fund$3,004,983$8,169 ▲0.3%60,3292.4%ETFXLGInvesco S&P 500 Top 50 ETF$2,948,914$79,292 ▲2.8%64,0792.3%ETFNVDANVIDIA$2,870,661$37,716 ▲1.3%26,4872.3%Computer and TechnologyGOOGLAlphabet$2,446,419$46,392 ▼-1.9%15,8201.9%Computer and TechnologyLLYEli Lilly and Company$2,307,808$7,578,432 ▼-76.7%2,7941.8%MedicalRSPInvesco S&P 500 Equal Weight ETF$2,255,633$57,339 ▲2.6%13,0211.8%ETFXLKTechnology Select Sector SPDR Fund$2,254,277$139,783 ▲6.6%10,9181.8%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$2,061,832$21,732 ▼-1.0%68,4991.6%ETFNFLXNetflix$1,900,496$4,663 ▲0.2%2,0381.5%Consumer DiscretionaryAMZNAmazon.com$1,894,229$14,460 ▲0.8%9,9561.5%Retail/WholesaleWMTWalmart$1,870,126$454,961 ▲32.1%22,9861.5%Retail/WholesaleCOSTCostco Wholesale$1,737,3980.0%1,8371.4%Retail/WholesaleSPABSPDR Portfolio Aggregate Bond ETF$1,675,330$4,265 ▼-0.3%65,5961.3%ETFUNHUnitedHealth Group$1,650,556$38,763 ▼-2.3%3,1511.3%MedicalXLUUtilities Select Sector SPDR Fund$1,650,510$3,075 ▲0.2%20,9321.3%ETFVOVanguard Mid-Cap ETF$1,628,431$80,685 ▲5.2%6,2971.3%ETFMETAMeta Platforms$1,498,667$21,904 ▲1.5%2,6001.2%Computer and TechnologySLYVSPDR S&P 600 Small Cap Value ETF$1,391,367$12,466 ▼-0.9%17,7471.1%ETFSPLVInvesco S&P 500 Low Volatility ETF$1,330,333$149 ▲0.0%17,8041.1%ETFHTRBHartford Total Return Bond ETF$1,248,592$8,465 ▲0.7%36,8751.0%ETFTMOThermo Fisher Scientific$1,203,1970.0%2,4181.0%MedicalJPSTJPMorgan Ultra-Short Income ETF$1,178,519$178,320 ▲17.8%23,2770.9%ETFGOOGAlphabet$1,128,742$101,704 ▲9.9%7,2250.9%Computer and TechnologyCWISPDR MSCI ACWI ex-US ETF$1,123,565$30,970 ▼-2.7%37,9840.9%ETFSCHASchwab US Small-Cap ETF$1,122,590$2,109 ▲0.2%47,9130.9%ETFORCLOracle$1,068,173$13,981 ▼-1.3%7,6400.8%Computer and TechnologyTJXTJX Companies$946,995$5,481 ▼-0.6%7,7750.8%Retail/WholesaleFIXDFirst Trust TCW Opportunistic Fixed Income ETF$933,843$28,540 ▼-3.0%21,3010.7%ManufacturingCORCencora$917,512$27,812 ▼-2.9%3,2990.7%MedicalPHParker-Hannifin$890,5000.0%1,4650.7%IndustrialsERIEErie Indemnity$884,196$10,476 ▼-1.2%2,1100.7%FinanceVVisa$858,627$17,523 ▼-2.0%2,4500.7%Business ServicesJPMJPMorgan Chase & Co.$827,3970.0%3,3730.7%FinanceJNJJohnson & Johnson$822,302$30,351 ▼-3.6%4,9580.7%MedicalVGITVanguard Intermediate-Term Treasury Index ETF$804,4000.0%13,5420.6%ETFLOWLowe's Companies$750,739$233 ▲0.0%3,2190.6%Retail/WholesaleNEENextEra Energy$730,302$16,730 ▼-2.2%10,3020.6%UtilitiesVLOValero Energy$688,5030.0%5,2130.5%EnergyPEPPepsiCo$668,129$150 ▲0.0%4,4560.5%Consumer StaplesLRCXLam Research$654,300$7,270 ▼-1.1%9,0000.5%Computer and TechnologySCHPSchwab U.S. TIPS ETF$638,006$15,300 ▼-2.3%23,7270.5%ETFDFSDiscover Financial Services$632,444$25,605 ▼-3.9%3,7050.5%FinanceKOCoca-Cola$630,308$14,324 ▼-2.2%8,8010.5%Consumer StaplesCWBSPDR Bloomberg Convertible Securities ETF$612,9600.0%8,0000.5%ETFPGProcter & Gamble$610,1040.0%3,5800.5%Consumer StaplesITWIllinois Tool Works$607,625$24,801 ▼-3.9%2,4500.5%IndustrialsHDHome Depot$594,616$36,659 ▼-5.8%1,6220.5%Retail/WholesaleUHSUniversal Health Services$591,8850.0%3,1500.5%MedicalSPBOSPDR Portfolio Corporate Bond ETF$581,975$2,526 ▼-0.4%20,0470.5%ETFSTZConstellation Brands$580,841$9,176 ▼-1.6%3,1650.5%Consumer StaplesSCHZSchwab U.S. Aggregate Bond ETF$569,503$15,031 ▼-2.6%24,5900.5%ETFXELXcel Energy$554,720$637 ▲0.1%7,8360.4%UtilitiesRTXRTX$514,547$132 ▲0.0%3,8850.4%AerospaceNVONovo Nordisk A/S$514,2730.0%7,4060.4%MedicalFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$514,2320.0%16,6850.4%ETFDKSDICK'S Sporting Goods$490,7990.0%2,4350.4%Retail/WholesaleFDXFedEx$489,998$12,189 ▼-2.4%2,0100.4%TransportationLMBSFirst Trust Low Duration Opportunities ETF$474,322$4,473 ▼-0.9%9,6490.4%ManufacturingSCHESchwab Emerging Markets Equity ETF$474,0890.0%17,1960.4%ETFPMPhilip Morris International$464,2850.0%2,9250.4%Consumer StaplesCDWCDW$458,7660.0%2,8630.4%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$452,835$59,997 ▲15.3%7,9250.4%ETFCMCSAComcast$442,247$11,070 ▼-2.4%11,9850.4%Consumer DiscretionaryYEARAB Ultra Short Income ETF$436,829$72,122 ▲19.8%8,6310.3%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$422,055$4,150 ▲1.0%5,0850.3%ETFVZVerizon Communications$404,499$544 ▲0.1%8,9180.3%Computer and TechnologyCSCOCisco Systems$402,061$18,514 ▼-4.4%6,5150.3%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$400,960$117 ▲0.0%6,8320.3%ETFAFLAflac$378,0460.0%3,4000.3%FinanceWPCW. P. Carey$377,995$377,995 ▲New Holding5,9890.3%FinanceVYMVanguard High Dividend Yield ETF$376,734$74,160 ▲24.5%2,9210.3%ETFABBVAbbVie$376,317$210 ▲0.1%1,7960.3%MedicalSCHHSchwab U.S. REIT ETF$365,312$2,302 ▼-0.6%16,9830.3%ETFDISWalt Disney$357,453$4,836 ▼-1.3%3,6220.3%Consumer DiscretionaryVCITVanguard Intermediate-Term Corporate Bond ETF$351,4040.0%4,2980.3%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$350,863$122,604 ▲53.7%10,4740.3%ETFBNDVanguard Total Bond Market ETF$345,2150.0%4,7000.3%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$344,330$1,945 ▼-0.6%6,7280.3%ETFNKENIKE$339,8720.0%5,3540.3%Consumer DiscretionaryMMM3M$336,041$147 ▲0.0%2,2880.3%Multi-Sector ConglomeratesXLEEnergy Select Sector SPDR Fund$334,293$75,045 ▲28.9%3,5770.3%ETFSPLGSPDR Portfolio S&P 500 ETF$328,947$22,688 ▲7.4%5,0020.3%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$327,186$644 ▲0.2%5,5890.3%ManufacturingBKBank of New York Mellon$326,841$10,484 ▼-3.1%3,8970.3%FinanceRIGSRiverFront Strategic Income Fund$323,422$69 ▲0.0%14,0020.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$316,515$2,446 ▼-0.8%7,7650.3%ETFUSBU.S. Bancorp$303,9000.0%7,1980.2%FinanceADPAutomatic Data Processing$301,364$15,282 ▼-4.8%9860.2%Business ServicesWFCWells Fargo & Company$300,048$17,874 ▼-5.6%4,1800.2%FinanceMRKMerck & Co., Inc.$282,048$22,442 ▼-7.4%3,1420.2%MedicalNVSNovartis$275,0210.0%2,4670.2%MedicalPYPLPayPal$269,352$6,525 ▼-2.4%4,1280.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.