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Laraway Financial Advisors Inc Top Holdings and 13F Report (2026)

About Laraway Financial Advisors Inc

Investment Activity

  • Laraway Financial Advisors Inc has $142.27 million in total holdings as of March 31, 2026.
  • Laraway Financial Advisors Inc owns shares of 129 different stocks, but just 55 companies or ETFs make up 80% of its holdings.
  • Approximately 1.31% of the portfolio was purchased this quarter.
  • About 6.26% of the portfolio was sold this quarter.
  • This quarter, Laraway Financial Advisors Inc has purchased 131 new stocks and bought additional shares in 30 stocks.
  • Laraway Financial Advisors Inc sold shares of 85 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Apple
$11,350,905

Largest New Holdings this Quarter

80004C200 - SANDISK CORP
$702,051 Holding

Largest Purchases this Quarter

SANDISK CORP
1,105 shares (about $702.05K)
iShares Core S&P Total U.S. Stock Market ETF
1,496 shares (about $213.13K)
Chevron
818 shares (about $169.24K)
JPMorgan Ultra-Short Income ETF
1,939 shares (about $98.13K)
AB Ultra Short Income ETF
1,771 shares (about $89.39K)

Largest Sales this Quarter

NVIDIA
4,275 shares (about $745.56K)
Apple
2,099 shares (about $532.70K)
Alphabet
1,264 shares (about $363.48K)
Berkshire Hathaway
500 shares (about $239.60K)
Western Digital
810 shares (about $219.10K)

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
$11,350,905$532,700 â–¼-4.5%44,7268.0%Computer and Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$6,789,583$73,183 â–²1.1%34,6054.8%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$6,376,690$437 â–²0.0%14,5994.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$5,193,092$186,652 â–¼-3.5%7,9853.7%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$5,087,831$102,849 â–¼-2.0%79,3983.6%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,155,001$363,480 â–¼-8.0%14,4492.9%Computer and Technology
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$3,880,836$9,819 â–²0.3%71,1432.7%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,754,532$239,600 â–¼-6.0%7,8352.6%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,657,519$745,560 â–¼-16.9%20,9722.6%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$3,330,051$212,848 â–¼-6.0%8,9962.3%Computer and Technology
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$3,289,037$127,990 â–¼-3.7%22,4342.3%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$2,877,319$106,145 â–¼-3.6%58,2812.0%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$2,788,164$144,997 â–¼-4.9%20,9792.0%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$2,475,367$18,424 â–¼-0.7%12,8981.7%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,189,605$150,817 â–¼-6.4%2,3811.5%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$2,058,816$21,515 â–¼-1.0%7,1771.4%Computer and Technology
WALMART INC
$1,960,698$111,607 â–¼-5.4%15,7761.4%COM
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$1,938,811$3,338 â–²0.2%64,4771.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,907,337$166,616 â–¼-8.0%9,1581.3%Retail/Wholesale
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,892,578$38,196 â–¼-2.0%6,5901.3%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$1,875,628$4,176 â–¼-0.2%40,8721.3%ETF
LAM RESEARCH CORP
$1,730,646$213,660 â–¼-11.0%8,1001.2%COM
Netflix, Inc. stock logo
NFLX
Netflix
$1,682,625$206,723 â–¼-10.9%17,5001.2%Consumer Discretionary
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,613,220$199,286 â–¼-11.0%1,6191.1%Retail/Wholesale
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$1,555,591$384 â–¼0.0%60,7181.1%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$1,410,045$98,133 â–²7.5%27,8611.0%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,386,306$138,828 â–¼-9.1%47,6721.0%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$1,363,857$178,663 â–¼-11.6%14,4201.0%ETF
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$1,348,219$2,744 â–¼-0.2%36,8470.9%ETF
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$1,323,459$3,876 â–²0.3%18,0950.9%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,316,121$165,946 â–¼-11.2%2,3000.9%Computer and Technology
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$1,206,784$100,267 â–¼-7.7%1,3480.8%Industrials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,162,540$48,398 â–¼-4.0%4,7560.8%Medical
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$1,161,818$47,910 â–¼-4.0%7,2750.8%Retail/Wholesale
Valero Energy Corporation stock logo
VLO
Valero Energy
$1,146,013$86,482 â–¼-7.0%4,6380.8%Energy
HTRB
Hartford Total Return Bond ETF
$1,141,547$59,314 â–¼-4.9%33,8340.8%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$1,075,468$61,441 â–¼-5.4%2,1880.8%Medical
Oracle Corporation stock logo
ORCL
Oracle
$1,001,845$73,557 â–¼-6.8%6,8100.7%Computer and Technology
Cencora, Inc. stock logo
COR
Cencora
$942,462$47,123 â–¼-4.8%3,0000.7%Medical
Western Digital Corporation stock logo
WDC
Western Digital
$910,224$219,103 â–¼-19.4%3,3650.6%Computer and Technology
First Trust TCW Opportunistic Fixed Income ETF stock logo
FIXD
First Trust TCW Opportunistic Fixed Income ETF
$906,791$4,141 â–²0.5%20,8030.6%Manufacturing
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$896,011$80,894 â–¼-8.3%3,0460.6%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$767,419$43,837 â–¼-5.4%2,8360.5%Medical
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$766,925$55,829 â–²7.9%13,5310.5%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$725,666$59,074 â–¼-7.5%3,0710.5%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$718,1400.0%10.5%Finance
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$706,960$13,160 â–¼-1.8%11,8720.5%ETF
SANDISK CORP
$702,051$702,051 â–²New Holding1,1050.5%COM
Capital One Financial Corporation stock logo
COF
Capital One Financial
$683,748$37,033 â–¼-5.1%3,7480.5%Finance
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$682,730$39,177 â–²6.1%9,2710.5%ETF
RTX Corporation stock logo
RTX
RTX
$677,689$76,971 â–¼-10.2%3,5130.5%Aerospace
SPDR Bloomberg Convertible Securities ETF stock logo
CWB
SPDR Bloomberg Convertible Securities ETF
$674,960$1,098 â–¼-0.2%7,3750.5%ETF
FedEx Corporation stock logo
FDX
FedEx
$662,495$71,236 â–¼-9.7%1,8600.5%Transportation
Visa Inc. stock logo
V
Visa
$655,861$84,627 â–¼-11.4%2,1700.5%Business Services
Caterpillar Inc. stock logo
CAT
Caterpillar
$646,8570.0%9130.5%Industrials
W.P. Carey Inc. stock logo
WPC
W.P. Carey
$628,7070.0%9,2510.4%Finance
Xcel Energy Inc. stock logo
XEL
Xcel Energy
$623,9760.0%7,8550.4%Utilities
CocaCola Company (The) stock logo
KO
CocaCola
$607,829$63,886 â–¼-9.5%7,9920.4%Consumer Staples
PepsiCo, Inc. stock logo
PEP
PepsiCo
$601,517$74,996 â–¼-11.1%3,8740.4%Consumer Staples
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$594,723$16,897 â–¼-2.8%22,3500.4%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$586,850$1,416 â–¼-0.2%25,2730.4%ETF
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$585,653$26,029 â–¼-4.3%2,2500.4%Industrials
SPDR Portfolio Corporate Bond ETF stock logo
SPBO
SPDR Portfolio Corporate Bond ETF
$583,627$2,961 â–²0.5%20,1040.4%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$569,039$69,727 â–²14.0%7,1980.4%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$565,796$11,405 â–²2.1%3,8200.4%Financial Services
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$562,013$17,885 â–²3.3%9,4900.4%ETF
Chevron Corporation stock logo
CVX
Chevron
$560,699$169,244 â–²43.2%2,7100.4%Energy
Universal Health Services, Inc. stock logo
UHS
Universal Health Services
$545,859$17,897 â–¼-3.2%3,0500.4%Medical
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$536,958$86,808 â–²19.3%8,7650.4%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$526,178$38,848 â–¼-6.9%15,9690.4%ETF
AB Ultra Short Income ETF stock logo
YEAR
AB Ultra Short Income ETF
$519,521$89,388 â–²20.8%10,2930.4%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$500,723$32,899 â–¼-6.2%1,5220.4%Retail/Wholesale
Erie Indemnity Company stock logo
ERIE
Erie Indemnity
$492,5680.0%1,9600.3%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$480,985$36,110 â–¼-7.0%3,3300.3%Consumer Staples
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$473,302$56,265 â–²13.5%12,0040.3%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$451,0160.0%1,3350.3%Computer and Technology
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$435,273$10,310 â–²2.4%6,3750.3%Manufacturing
Philip Morris International Inc. stock logo
PM
Philip Morris International
$434,018$49,602 â–¼-10.3%2,6250.3%Consumer Staples
DICK'S Sporting Goods, Inc. stock logo
DKS
DICK'S Sporting Goods
$425,530$59,487 â–¼-12.3%2,1460.3%Retail/Wholesale
SPDR Bloomberg Investment Grade Floating Rate ETF stock logo
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
$418,916$107,730 â–¼-20.5%13,6100.3%ETF
BANK NEW YORK MELLON CORP
$418,242$47,328 â–¼-10.2%3,5260.3%COM
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$410,895$77,586 â–¼-15.9%5,2960.3%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$410,560$49,651 â–¼-10.8%8,1780.3%Computer and Technology
Intel Corporation stock logo
INTC
Intel
$409,108$127,970 â–¼-23.8%9,2710.3%Computer and Technology
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$408,163$97 â–²0.0%8,4470.3%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$407,995$21,892 â–²5.7%5,3300.3%ETF
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$391,289$12,203 â–¼-3.0%7,8560.3%Manufacturing
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$380,200$77,296 â–¼-16.9%3,9350.3%ETF
Constellation Brands Inc stock logo
STZ
Constellation Brands
$378,750$15,000 â–¼-3.8%2,5250.3%Consumer Staples
Novartis AG stock logo
NVS
Novartis
$376,8340.0%2,4670.3%Medical
RBB FUND TRUST
$375,859$32,759 â–²9.5%7,9970.3%FIRST EAGLE GBL
Aflac Incorporated stock logo
AFL
Aflac
$373,0140.0%3,4000.3%Finance
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$369,683$2,731 â–²0.7%4,4670.3%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$361,219$1,032 â–¼-0.3%16,8090.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$353,584$597 â–²0.2%5920.2%ETF
U.S. Bancorp stock logo
USB
U.S. Bancorp
$343,994$30,374 â–¼-8.1%6,6140.2%Finance
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$339,276$337 â–²0.1%11,0590.2%ETF
Comcast Corporation stock logo
CMCSA
Comcast
$329,734$14,355 â–¼-4.2%11,4850.2%Consumer Discretionary
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$327,554$86,610 â–¼-20.9%2,7230.2%Medical
First Trust Morningstar Dividend Leaders Index Fund stock logo
FDL
First Trust Morningstar Dividend Leaders Index Fund
$325,844$4,318 â–²1.3%6,4140.2%ETF

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