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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 $164.75 million in total holdings as of June 30, 2026.
  • Laraway Financial Advisors Inc owns shares of 140 different stocks, but just 57 companies or ETFs make up 80% of its holdings.
  • Approximately 7.64% of the portfolio was purchased this quarter.
  • About 1.35% of the portfolio was sold this quarter.
  • This quarter, Laraway Financial Advisors Inc has purchased 129 new stocks and bought additional shares in 38 stocks.
  • Laraway Financial Advisors Inc sold shares of 60 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Apple
$12,726,224

Largest New Holdings this Quarter

65339F101 - NextEra Energy
$795,676 Holding
369604301 - GE Aerospace
$492,482 Holding
74762E102 - Quanta Services
$488,274 Holding
36828A101 - GE VERNOVA INC
$390,054 Holding
46138G649 - Invesco NASDAQ 100 ETF
$354,500 Holding

Largest Purchases this Quarter

Vanguard Growth ETF
72,401 shares (about $6.24M)
Vanguard Mid-Cap ETF
19,431 shares (about $1.57M)
NextEra Energy
9,065 shares (about $795.68K)
GE Aerospace
1,318 shares (about $492.48K)
Quanta Services
678 shares (about $488.27K)

Largest Sales this Quarter

Micron Technology
300 shares (about $346.29K)
Apple
745 shares (about $215.57K)
Vanguard FTSE Developed Markets ETF
2,776 shares (about $197.79K)
Alphabet
449 shares (about $158.63K)
NVIDIA
700 shares (about $140.07K)

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
$12,726,224$215,571 â–¼-1.7%43,9817.7%Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$7,557,380$15,909 â–²0.2%34,6784.6%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$7,494,212$6,236,649 â–²495.9%87,0004.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$5,888,316$74,677 â–¼-1.3%7,8853.6%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$5,459,290$197,789 â–¼-3.5%76,6223.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$5,143,688$20,013 â–¼-0.4%14,3933.1%Communication Services
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$4,350,635$5,449 â–¼-0.1%71,0542.6%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$4,056,307$140,066 â–¼-3.3%20,2722.5%Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$4,013,575$16,576 â–²0.4%21,0662.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,790,454$130,101 â–¼-3.3%7,5752.3%Finance
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$3,550,347$9,044 â–¼-0.3%22,3772.2%ETF
LAM RESEARCH CORP
$3,423,307$86,666 â–¼-2.5%7,9002.1%COM
Microsoft Corporation stock logo
MSFT
Microsoft
$3,266,911$88,779 â–¼-2.6%8,7582.0%Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$3,113,313$11,151 â–¼-0.4%58,0731.9%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,829,316$26,386 â–¼-0.9%2,3591.7%Healthcare
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$2,722,908$21,490 â–¼-0.8%12,7971.7%ETF
SANDISK CORP
$2,501,103$11,369 â–¼-0.5%1,1001.5%COM
Alphabet Inc. stock logo
GOOG
Alphabet
$2,377,033$158,634 â–¼-6.3%6,7281.4%Communication Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,182,7180.0%9,1581.3%Consumer Discretionary
Western Digital Corporation stock logo
WDC
Western Digital
$2,139,775$9,581 â–¼-0.4%3,3501.3%Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$2,096,512$1,565,556 â–²294.9%26,0211.3%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$1,933,135$1,831 â–¼-0.1%64,4161.2%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$1,863,954$10,836 â–²0.6%41,1111.1%ETF
WALMART INC
$1,787,308$566 â–²0.0%15,7811.1%COM
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,702,216$20,160 â–¼-1.2%47,1141.0%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$1,560,848$151,913 â–²10.8%30,8650.9%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$1,546,183$27,168 â–¼-1.7%14,1710.9%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$1,541,199$8,319 â–¼-0.5%60,3920.9%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,491,139$23,387 â–¼-1.5%1,5940.9%Consumer Staples
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$1,478,073$20,498 â–¼-1.4%36,3430.9%ETF
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$1,344,654$10,636 â–¼-0.8%17,9530.8%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,295,8120.0%2,3000.8%Communication Services
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$1,250,037$68,468 â–¼-5.2%1,2780.8%Industrials
Netflix, Inc. stock logo
NFLX
Netflix
$1,242,360$7,140 â–¼-0.6%17,4000.8%Communication Services
Intel Corporation stock logo
INTC
Intel
$1,238,592$55,849 â–¼-4.3%8,8710.8%Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,211,314$3,555 â–²0.3%4,7700.7%Healthcare
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,194,690$346,287 â–¼-22.5%1,0350.7%Technology
Valero Energy Corporation stock logo
VLO
Valero Energy
$1,181,939$26,045 â–¼-2.2%4,5380.7%Energy
HTRB
Hartford Total Return Bond ETF
$1,178,492$37,108 â–²3.3%34,9340.7%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,146,851$32,007 â–¼-2.7%2,7590.7%Healthcare
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$1,102,1630.0%7,2750.7%Consumer Discretionary
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$1,096,9760.0%2,1880.7%Healthcare
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$997,0470.0%3,0460.6%Finance
Oracle Corporation stock logo
ORCL
Oracle
$990,704$7,328 â–¼-0.7%6,7600.6%Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$972,3040.0%9130.6%Industrials
First Trust TCW Opportunistic Fixed Income ETF stock logo
FIXD
First Trust TCW Opportunistic Fixed Income ETF
$954,278$47,055 â–²5.2%21,8820.6%ETF
Cencora, Inc. stock logo
COR
Cencora
$820,753$28,302 â–¼-3.3%2,9000.5%Healthcare
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$795,676$795,676 â–²New Holding9,0650.5%Utilities
SPDR Bloomberg Convertible Securities ETF stock logo
CWB
SPDR Bloomberg Convertible Securities ETF
$795,1730.0%7,3750.5%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$793,122$28,917 â–²3.8%14,0430.5%ETF
Capital One Financial Corporation stock logo
COF
Capital One Financial
$751,322$602 â–¼-0.1%3,7450.5%Finance
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$748,8500.0%10.5%Finance
Visa Inc. stock logo
V
Visa
$741,074$3,431 â–¼-0.5%2,1600.4%Finance
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$721,492$40,890 â–²6.0%9,8280.4%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$694,634$41,128 â–²6.3%7,6510.4%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$690,707$9,496 â–¼-1.4%11,7110.4%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$677,312$220 â–²0.0%3,0720.4%Consumer Discretionary
RTX Corporation stock logo
RTX
RTX
$666,724$190 â–²0.0%3,5140.4%Industrials
W.P. Carey Inc. stock logo
WPC
W.P. Carey
$661,4560.0%9,2510.4%Real Estate
CocaCola Company (The) stock logo
KO
CocaCola
$648,177$1,300 â–¼-0.2%7,9760.4%Consumer Staples
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$641,353$203 â–²0.0%9,4930.4%ETF
SPDR Portfolio Corporate Bond ETF stock logo
SPBO
SPDR Portfolio Corporate Bond ETF
$632,328$48,498 â–²8.3%21,7740.4%ETF
Xcel Energy Inc. stock logo
XEL
Xcel Energy
$630,7310.0%7,8550.4%Utilities
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$630,615$279,935 â–²79.8%19,8870.4%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$622,398$18,650 â–²3.1%3,9380.4%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$622,0430.0%5,2960.4%Technology
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$589,487$2,782 â–¼-0.5%22,2450.4%ETF
FedEx Corporation stock logo
FDX
FedEx
$582,4220.0%1,8600.4%Industrials
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$581,689$2,868 â–¼-0.5%25,1490.4%ETF
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$581,511$27,047 â–¼-4.4%2,1500.4%Industrials
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$579,0390.0%15,9690.4%ETF
AB Ultra Short Income ETF stock logo
YEAR
AB Ultra Short Income ETF
$571,760$53,612 â–²10.3%11,3580.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$536,9420.0%1,5220.3%Consumer Discretionary
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$522,202$4,357 â–²0.8%12,1050.3%ETF
BANK NEW YORK MELLON CORP
$509,9120.0%3,5260.3%COM
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$509,500$7,296 â–¼-1.4%6,2850.3%ETF
GE Aerospace stock logo
GE
GE Aerospace
$492,482$492,482 â–²New Holding1,3180.3%Industrials
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$488,3110.0%3,3300.3%Consumer Staples
Quanta Services, Inc. stock logo
PWR
Quanta Services
$488,274$488,274 â–²New Holding6780.3%Industrials
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$487,266$115 â–²0.0%8,4490.3%ETF
DICK'S Sporting Goods, Inc. stock logo
DKS
DICK'S Sporting Goods
$486,7340.0%2,1460.3%Consumer Discretionary
PepsiCo, Inc. stock logo
PEP
PepsiCo
$481,238$43,330 â–¼-8.3%3,5540.3%Consumer Staples
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$478,487$12,959 â–²2.8%9,0090.3%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$474,8890.0%2,6250.3%Consumer Staples
RBB FUND TRUST
$469,877$78,663 â–²20.1%9,6050.3%FIRST EAGLE GBL
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$462,892$5,537 â–¼-1.2%5,2670.3%ETF
FWD
AB Disruptors ETF
$453,734$54,069 â–²13.5%3,0630.3%ETF
Chevron Corporation stock logo
CVX
Chevron
$449,2100.0%2,7100.3%Energy
Erie Indemnity Company stock logo
ERIE
Erie Indemnity
$445,935$23,975 â–¼-5.1%1,8600.3%Finance
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$444,951$23,826 â–¼-5.1%3,7350.3%ETF
Universal Health Services, Inc. stock logo
UHS
Universal Health Services
$423,767$29,738 â–¼-6.6%2,8500.3%Healthcare
SPDR Bloomberg Investment Grade Floating Rate ETF stock logo
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
$419,8690.0%13,6100.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$406,6300.0%5920.2%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$399,7260.0%8370.2%Technology
U.S. Bancorp stock logo
USB
U.S. Bancorp
$399,644$181 â–²0.0%6,6170.2%Finance
Aflac Incorporated stock logo
AFL
Aflac
$398,6500.0%3,4000.2%Finance
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$394,061$3,978 â–¼-1.0%16,6410.2%ETF
GE VERNOVA INC
$390,054$390,054 â–²New Holding3320.2%COM
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$388,782$2,290 â–¼-0.6%7,8100.2%ETF
Novartis AG stock logo
NVS
Novartis
$386,6280.0%2,4670.2%Healthcare

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