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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 $160.61 million in total holdings as of September 30, 2026.
  • Laraway Financial Advisors Inc owns shares of 133 different stocks, but just 53 companies or ETFs make up 80% of its holdings.
  • Approximately 1.18% of the portfolio was purchased this quarter.
  • About 3.99% of the portfolio was sold this quarter.
  • This quarter, Laraway Financial Advisors Inc has purchased 140 new stocks and bought additional shares in 42 stocks.
  • Laraway Financial Advisors Inc sold shares of 76 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Apple
$14,125,182

Largest Purchases this Quarter

Berkshire Hathaway
1,000 shares (about $497.95K)
JPMorgan Ultra-Short Income ETF
3,446 shares (about $173.58K)
Schwab US Dividend Equity ETF
5,128 shares (about $166.82K)
Invesco NASDAQ 100 ETF
503 shares (about $153.25K)
RBB FUND TRUST
2,500 shares (about $125.48K)

Largest Sales this Quarter

Apple
1,565 shares (about $521.17K)
NVIDIA
1,300 shares (about $296.90K)
Vanguard Total Bond Market ETF
3,801 shares (about $266.64K)
LAM RESEARCH CORP
775 shares (about $254.60K)
Alphabet
728 shares (about $250.49K)

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
$14,125,182$521,169 ▼-3.6%42,4168.8%Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$7,917,450$77,855 ▲1.0%87,8644.9%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$7,557,078$63,745 ▲0.9%34,9734.7%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$5,990,424$22,879 ▼-0.4%7,8553.7%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$5,401,232$9,109 ▼-0.2%76,4933.4%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,701,917$250,494 ▼-5.1%13,6652.9%Communication Services
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$4,476,703$43,000 ▼-1.0%70,3782.8%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$4,358,626$133,354 ▼-3.0%8,4982.7%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$4,332,920$296,900 ▼-6.4%18,9722.7%Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$4,269,922$497,950 ▲13.2%8,5752.7%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$4,045,814$77,910 ▼-1.9%20,6682.5%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$3,727,184$41,600 ▼-1.1%22,1302.3%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$3,074,672$26,433 ▼-0.9%57,5781.9%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$2,710,715$48,881 ▲1.8%13,0321.7%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,595,462$134,228 ▼-4.9%2,2431.6%Healthcare
LAM RESEARCH CORP
$2,340,634$254,595 ▼-9.8%7,1251.5%COM
Alphabet Inc. stock logo
GOOG
Alphabet
$2,225,369$67,126 ▼-2.9%6,5311.4%Communication Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,089,870$191,845 ▼-8.4%8,3881.3%Consumer Discretionary
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$2,068,975$28,388 ▲1.4%26,3831.3%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$1,900,826$5,237 ▼-0.3%64,2391.2%ETF
SANDISK CORP
$1,844,283$69,596 ▼-3.6%1,0601.1%COM
Valero Energy Corporation stock logo
VLO
Valero Energy
$1,739,690$19,382 ▼-1.1%4,4881.1%Energy
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$1,728,273$173,578 ▲11.2%34,3111.1%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$1,604,635$16,722 ▼-1.0%40,6871.0%ETF
WALMART INC
$1,567,420$72,536 ▼-4.4%15,0831.0%COM
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,542,684$5,351 ▲0.3%47,2781.0%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,523,221$145,069 ▼-8.7%2,1000.9%Communication Services
Western Digital Corporation stock logo
WDC
Western Digital
$1,488,405$34,086 ▼-2.2%3,2750.9%Technology
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$1,463,493$7,649 ▼-0.5%60,0780.9%ETF
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$1,463,330$5,253 ▼-0.4%36,2130.9%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$1,437,415$10,113 ▼-0.7%14,0720.9%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$1,421,655$55,354 ▼-3.7%2,1060.9%Healthcare
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,364,600$86,482 ▼-6.0%1,4990.8%Consumer Staples
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$1,266,049$212 ▲0.0%17,9560.8%ETF
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$1,201,918$19,108 ▼-1.6%1,2580.7%Industrials
Netflix, Inc. stock logo
NFLX
Netflix
$1,106,322$104,370 ▼-8.6%15,9000.7%Communication Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,090,880$171,798 ▼-13.6%4,1210.7%Healthcare
Intel Corporation stock logo
INTC
Intel
$1,036,447$30,056 ▼-2.8%8,6210.6%Technology
HTRB
Hartford Total Return Bond ETF
$1,013,295$106,342 ▼-9.5%31,6160.6%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$986,093$26,800 ▼-2.6%2,6860.6%Healthcare
Micron Technology, Inc. stock logo
MU
Micron Technology
$974,576$127,813 ▼-11.6%9150.6%Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$925,662$82,046 ▼-8.1%2,7980.6%Finance
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$922,863$39,693 ▼-4.1%6,9750.6%Consumer Discretionary
First Trust TCW Opportunistic Fixed Income ETF stock logo
FIXD
First Trust TCW Opportunistic Fixed Income ETF
$878,840$24,225 ▼-2.7%21,2950.5%ETF
Oracle Corporation stock logo
ORCL
Oracle
$876,685$51,489 ▼-5.5%6,3850.5%Technology
Cencora, Inc. stock logo
COR
Cencora
$870,907$300 ▲0.0%2,9010.5%Healthcare
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$813,750$166,816 ▲25.8%25,0150.5%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$781,632$7,871 ▼-1.0%13,9030.5%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$762,548$58,268 ▲8.3%8,2840.5%ETF
SPDR Bloomberg Convertible Securities ETF stock logo
CWB
SPDR Bloomberg Convertible Securities ETF
$744,179$2,024 ▼-0.3%7,3550.5%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$740,2900.0%9130.5%Industrials
Visa Inc. stock logo
V
Visa
$722,253$53,899 ▼-6.9%2,0100.4%Finance
Capital One Financial Corporation stock logo
COF
Capital One Financial
$688,101$34,946 ▼-4.8%3,5640.4%Finance
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$655,672$7,876 ▼-1.2%11,5720.4%ETF
Coca-Cola Company (The) stock logo
KO
Coca-Cola
$655,316$31,247 ▼-4.6%7,6130.4%Consumer Staples
AB Ultra Short Income ETF stock logo
YEAR
AB Ultra Short Income ETF
$652,681$83,839 ▲14.7%13,0320.4%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$634,201$52,415 ▼-7.6%8,3730.4%Utilities
RTX Corporation stock logo
RTX
RTX
$610,729$41,582 ▼-6.4%3,2900.4%Industrials
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$608,432$2,638 ▼-0.4%3,9210.4%ETF
RBB FUND TRUST
$607,550$125,475 ▲26.0%12,1050.4%FIRST EAGLE GBL
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$604,946$6,493 ▲1.1%9,5960.4%ETF
SPDR Portfolio Corporate Bond ETF stock logo
SPBO
SPDR Portfolio Corporate Bond ETF
$603,602$5,031 ▲0.8%21,9570.4%ETF
W.P. Carey Inc. stock logo
WPC
W.P. Carey
$597,9000.0%9,2510.4%Real Estate
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$582,0730.0%15,9690.4%ETF
U.S. Bancorp stock logo
USB
U.S. Bancorp
$572,171$68,639 ▲13.6%7,5190.4%Finance
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$559,142$126 ▲0.0%22,2500.3%ETF
Xcel Energy Inc. stock logo
XEL
Xcel Energy
$553,5980.0%7,8550.3%Utilities
Chevron Corporation stock logo
CVX
Chevron
$553,4100.0%2,7100.3%Energy
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$551,371$4,420 ▼-0.8%24,9490.3%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$537,703$32,288 ▼-5.7%4,9960.3%Technology
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$533,856$19,296 ▼-3.5%2,0750.3%Industrials
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$515,733$42,993 ▲9.1%5,7460.3%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$510,953$55,094 ▼-9.7%2,7730.3%Consumer Discretionary
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$509,710$153,248 ▲43.0%1,6730.3%ETF
FWD
AB Disruptors ETF
$503,182$100,031 ▲24.8%3,8230.3%ETF
FedEx Corporation stock logo
FDX
FedEx
$501,759$28,509 ▼-5.4%1,7600.3%Industrials
Philip Morris International Inc. stock logo
PM
Philip Morris International
$500,9030.0%2,6250.3%Consumer Staples
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$499,972$7,907 ▲1.6%6,3860.3%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$498,173$6,939 ▲1.4%12,2760.3%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$494,709$59,348 ▼-10.7%8,0440.3%ETF
Universal Health Services, Inc. stock logo
UHS
Universal Health Services
$479,215$17,426 ▼-3.5%2,7500.3%Healthcare
BANK NEW YORK MELLON CORP
$463,053$46,855 ▼-9.2%3,2020.3%COM
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$446,753$159 ▲0.0%8,4520.3%ETF
Quanta Services, Inc. stock logo
PWR
Quanta Services
$435,7020.0%6780.3%Industrials
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$432,934$50,848 ▼-10.5%2,9800.3%Consumer Staples
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$422,798$266,643 ▼-38.7%6,0270.3%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$418,802$31,553 ▼-7.0%3,3050.3%Consumer Staples
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$417,964$3,501 ▲0.8%5970.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$411,788$21,344 ▼-4.9%1,4470.3%Consumer Discretionary
GE Aerospace stock logo
GE
GE Aerospace
$411,5190.0%1,3180.3%Industrials
Erie Indemnity Company stock logo
ERIE
Erie Indemnity
$407,6200.0%1,8600.3%Finance
SPDR Bloomberg Investment Grade Floating Rate ETF stock logo
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
$395,060$24,672 ▼-5.9%12,8100.2%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$391,511$8,023 ▼-2.0%3,6600.2%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$388,403$27,936 ▲7.8%3,1560.2%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$381,8310.0%8370.2%Technology
Aflac Incorporated stock logo
AFL
Aflac
$380,0520.0%3,4000.2%Finance
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$378,690$194 ▲0.1%7,8140.2%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$366,828$66 ▲0.0%16,6440.2%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$358,581$4,464 ▲1.3%4,5790.2%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$353,017$43,600 ▼-11.0%2,4290.2%Healthcare

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