Laraway Financial
Latest statistics and disclosures from Laraway Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VUG, VTV, SPY, VEA, and represent 24.17% of Laraway Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: NFLX, XLK, XLU, MU, FEGE, VUG, BND, VTV, XOM, AMD.
- Started 6 new stock positions in FEGE, AMD, MU, IAU, FWD, XOM.
- Reduced shares in these 10 stocks: LLY, AAPL, MSFT, SPAB, STZ, SPSB, ORCL, GOOGL, CWI, COR.
- Laraway Financial Advisors was a net buyer of stock by $6.8M.
- Laraway Financial Advisors has $154M in assets under management (AUM), dropping by 4.78%.
- Central Index Key (CIK): 0001908275
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Portfolio Holdings for Laraway Financial Advisors
Laraway Financial Advisors holds 131 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.3 | $13M | 47k | 271.86 |
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| Vanguard Index Fds Growth Etf (VUG) | 4.6 | $7.1M | +4% | 15k | 487.87 |
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| Vanguard Index Fds Value Etf (VTV) | 4.3 | $6.5M | +4% | 34k | 190.99 |
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| Spdr S&p 500 Etf Tr Unit (SPY) | 3.7 | $5.6M | 8.3k | 681.95 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.3 | $5.1M | +3% | 81k | 62.47 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $4.9M | 16k | 313.00 |
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| NVIDIA Corporation (NVDA) | 3.1 | $4.7M | 25k | 186.50 |
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| Microsoft Corporation (MSFT) | 3.0 | $4.6M | 9.6k | 483.62 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 2.7 | $4.2M | +4% | 71k | 59.28 |
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| Berkshire Hathaway Inc Del CL B New (BRK.B) | 2.7 | $4.2M | 8.3k | 502.65 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.4 | $3.6M | 23k | 154.80 |
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| Select Sector Spdr Tr Financial (XLF) | 2.2 | $3.3M | 60k | 54.77 |
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| Select Sector Spdr Tr Technology (XLK) | 2.1 | $3.2M | +100% | 22k | 143.97 |
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| Eli Lilly & Co. (LLY) | 1.8 | $2.7M | -5% | 2.5k | 1074.80 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.6 | $2.5M | 13k | 191.56 |
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| Amazon (AMZN) | 1.5 | $2.3M | 10k | 230.82 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $2.3M | 7.3k | 313.78 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.3 | $2.0M | +4% | 6.7k | 290.23 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 1.3 | $1.9M | -3% | 64k | 30.20 |
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| Wal-Mart Stores (WMT) | 1.2 | $1.9M | 17k | 111.41 |
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| Netflix (NFLX) | 1.2 | $1.8M | +889% | 20k | 93.76 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.1 | $1.7M | +99% | 41k | 42.69 |
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| Meta Platforms Cl A (META) | 1.1 | $1.7M | 2.6k | 660.18 |
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| Costco Wholesale Corporation (COST) | 1.0 | $1.6M | 1.8k | 862.34 |
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| Spdr Ser Tr Portfolio Agrgte (SPAB) | 1.0 | $1.6M | -4% | 61k | 25.75 |
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| Lam Research (LRCX) | 1.0 | $1.6M | 9.1k | 171.18 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.0 | $1.5M | +2% | 52k | 28.48 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 1.0 | $1.5M | -2% | 16k | 90.97 |
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| Oracle Corporation (ORCL) | 0.9 | $1.4M | -3% | 7.3k | 194.91 |
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| Thermo Fisher Scientific (TMO) | 0.9 | $1.3M | 2.3k | 579.45 |
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| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.9 | $1.3M | -2% | 37k | 35.92 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.9 | $1.3M | +6% | 26k | 50.59 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.8 | $1.3M | 18k | 71.42 |
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| Parker-Hannifin Corporation (PH) | 0.8 | $1.3M | 1.5k | 878.96 |
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| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 0.8 | $1.2M | 36k | 34.15 |
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| TJX Companies (TJX) | 0.8 | $1.2M | -2% | 7.6k | 153.61 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $1.1M | 3.3k | 322.22 |
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| AmerisourceBergen (COR) | 0.7 | $1.1M | -3% | 3.2k | 337.74 |
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| Johnson & Johnson (JNJ) | 0.7 | $1.0M | 5.0k | 206.97 |
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| UnitedHealth (UNH) | 0.6 | $990k | -3% | 3.0k | 330.12 |
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| Capital One Financial (COF) | 0.6 | $958k | 4.0k | 242.36 |
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| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.6 | $918k | 21k | 44.32 |
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| Visa Com Cl A (V) | 0.6 | $859k | 2.5k | 350.71 |
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| Nextera Energy (NEE) | 0.5 | $814k | 10k | 80.28 |
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| Valero Energy Corporation (VLO) | 0.5 | $812k | -3% | 5.0k | 162.80 |
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| Lowe's Companies (LOW) | 0.5 | $801k | 3.3k | 241.14 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $755k | 1.00 | 754800.00 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.5 | $725k | -4% | 12k | 59.93 |
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| Western Digital (WDC) | 0.5 | $719k | -2% | 4.2k | 172.27 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $718k | +26% | 13k | 57.24 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $718k | 3.9k | 183.42 |
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| Universal Hlth Svcs CL B (UHS) | 0.4 | $687k | 3.2k | 218.02 |
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.4 | $659k | -3% | 7.4k | 89.20 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $647k | +81% | 8.7k | 74.07 |
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| Pepsi (PEP) | 0.4 | $625k | -2% | 4.4k | 143.53 |
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| Coca-Cola Company (KO) | 0.4 | $618k | 8.8k | 69.91 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.4 | $609k | 23k | 26.49 |
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| Wp Carey (WPC) | 0.4 | $595k | +52% | 9.3k | 64.36 |
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| FedEx Corporation (FDX) | 0.4 | $595k | 2.1k | 288.86 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.4 | $592k | +3% | 25k | 23.37 |
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| Spdr Ser Tr Portfolio Crport (SPBO) | 0.4 | $587k | 20k | 29.34 |
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| Xcel Energy (XEL) | 0.4 | $580k | 7.9k | 73.86 |
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| Illinois Tool Works (ITW) | 0.4 | $579k | -4% | 2.4k | 246.30 |
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| Erie Indemnity Cl A (ERIE) | 0.4 | $562k | 2.0k | 286.65 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.4 | $562k | 17k | 32.75 |
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| Home Depot (HD) | 0.4 | $558k | 1.6k | 344.20 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $537k | +5% | 3.7k | 143.54 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.3 | $532k | +17% | 9.2k | 57.91 |
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| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.3 | $526k | +2% | 17k | 30.73 |
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| Caterpillar (CAT) | 0.3 | $523k | 913.00 | 572.90 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.3 | $521k | +20% | 6.3k | 82.51 |
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| Procter & Gamble Company (PG) | 0.3 | $513k | -2% | 3.6k | 143.31 |
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| Cisco Systems (CSCO) | 0.3 | $485k | -3% | 6.3k | 77.03 |
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| Dick's Sporting Goods (DKS) | 0.3 | $484k | 2.4k | 197.97 |
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| Philip Morris International (PM) | 0.3 | $469k | 2.9k | 160.40 |
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| Bank of New York Mellon Corporation (BK) | 0.3 | $456k | 3.9k | 116.09 |
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| Intel Corporation (INTC) | 0.3 | $449k | -3% | 12k | 36.90 |
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| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.3 | $446k | 4.7k | 94.19 |
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| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.3 | $432k | +2% | 6.2k | 69.47 |
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| Ab Active Etfs Ultra Short Incm (YEAR) | 0.3 | $430k | +2% | 8.5k | 50.48 |
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| Novo-nordisk A S Adr (NVO) | 0.3 | $407k | 8.0k | 50.88 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.3 | $405k | +2% | 11k | 38.32 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.3 | $405k | -6% | 8.1k | 49.99 |
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| Spdr Ser Tr Portfolio S&p500 (SPYM) | 0.3 | $405k | 5.0k | 80.22 |
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| Abbvie (ABBV) | 0.3 | $404k | 1.8k | 228.54 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.3 | $396k | +10% | 8.4k | 46.86 |
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| Wells Fargo & Company (WFC) | 0.3 | $390k | 4.2k | 93.21 |
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| Us Bancorp Del Com New (USB) | 0.3 | $384k | 7.2k | 53.36 |
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| Micron Technology (MU) | 0.2 | $381k | NEW | 1.3k | 285.41 |
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| Cardinal Health (CAH) | 0.2 | $375k | 1.8k | 205.55 |
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| AFLAC Incorporated (AFL) | 0.2 | $375k | 3.4k | 110.27 |
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| Verizon Communications (VZ) | 0.2 | $373k | -4% | 9.2k | 40.73 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $371k | 4.4k | 83.75 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $371k | +15% | 591.00 | 627.50 |
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| 3M Company (MMM) | 0.2 | $367k | 2.3k | 160.13 |
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| Walt Disney Company (DIS) | 0.2 | $367k | -5% | 3.2k | 113.76 |
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| Merck & Co (MRK) | 0.2 | $362k | 3.4k | 105.26 |
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| Constellation Brand Cl A (STZ) | 0.2 | $362k | -17% | 2.6k | 137.96 |
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| Cdw (CDW) | 0.2 | $360k | -7% | 2.6k | 136.20 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $358k | -2% | 12k | 29.89 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $352k | 17k | 20.89 |
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| Nike (NKE) | 0.2 | $341k | 5.4k | 63.71 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $340k | 2.5k | 137.87 |
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| Rbb Fund Trust First Eagle Gbl (FEGE) | 0.2 | $336k | NEW | 7.3k | 46.03 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $329k | +109% | 7.3k | 44.71 |
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| Alps Etf Tr Rivrfrnt Str Inc (RIGS) | 0.2 | $323k | 14k | 23.05 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $316k | 3.0k | 106.71 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $315k | 1.0k | 303.89 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $303k | +20% | 11k | 27.43 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $300k | -9% | 5.1k | 58.74 |
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| Goldman Sachs (GS) | 0.2 | $299k | 340.00 | 879.00 |
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| Emerson Electric (EMR) | 0.2 | $289k | -4% | 2.2k | 132.72 |
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| Chevron Corporation (CVX) | 0.2 | $288k | -5% | 1.9k | 152.41 |
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| First Tr Morningstar Divid L SHS (FDL) | 0.2 | $281k | +7% | 6.3k | 44.34 |
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| Tesla Motors (TSLA) | 0.2 | $279k | 621.00 | 449.72 |
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| Toyota Motor Corp Ads (TM) | 0.2 | $278k | 1.3k | 214.06 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $278k | NEW | 2.3k | 120.34 |
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| Ab Active Etfs Us High Dividend (HIDV) | 0.2 | $273k | +8% | 3.4k | 80.65 |
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| Boeing Company (BA) | 0.2 | $269k | -7% | 1.2k | 217.12 |
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| CVS Caremark Corporation (CVS) | 0.2 | $258k | -3% | 3.3k | 79.36 |
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| Automatic Data Processing (ADP) | 0.2 | $246k | 955.00 | 257.23 |
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| Pfizer (PFE) | 0.2 | $243k | 9.8k | 24.90 |
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| Advanced Micro Devices (AMD) | 0.2 | $237k | NEW | 1.1k | 214.16 |
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| Paypal Holdings (PYPL) | 0.1 | $229k | -4% | 3.9k | 58.38 |
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| Ab Active Etfs Disruptors Etf (FWD) | 0.1 | $223k | NEW | 2.1k | 104.42 |
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| Medtronic SHS (MDT) | 0.1 | $220k | -8% | 2.3k | 96.06 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $211k | NEW | 2.6k | 81.17 |
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| Ball Corporation (BALL) | 0.1 | $189k | 3.6k | 52.97 |
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| Fair Isaac Corporation (FICO) | 0.1 | $169k | 100.00 | 1690.62 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $167k | -3% | 4.1k | 40.25 |
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| Ingredion Incorporated (INGR) | 0.1 | $163k | -11% | 1.5k | 110.27 |
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Past Filings by Laraway Financial Advisors
SEC 13F filings are viewable for Laraway Financial Advisors going back to 2021
- Laraway Financial Advisors 2025 Q4 filed Feb. 13, 2026
- Laraway Financial Advisors 2025 Q3 filed Nov. 14, 2025
- Laraway Financial Advisors 2025 Q2 filed July 23, 2025
- Laraway Financial Advisors 2024 Q4 filed Feb. 14, 2025
- Laraway Financial Advisors 2024 Q3 filed Nov. 15, 2024
- Laraway Financial Advisors 2024 Q2 filed Aug. 13, 2024
- Laraway Financial Advisors 2024 Q1 filed May 14, 2024
- Laraway Financial Advisors 2023 Q4 filed Feb. 7, 2024
- Laraway Financial Advisors 2023 Q3 filed Nov. 16, 2023
- Laraway Financial Advisors 2023 Q2 filed July 28, 2023
- Laraway Financial Advisors 2023 Q1 filed June 9, 2023
- Laraway Financial Advisors 2022 Q4 filed Feb. 22, 2023
- Laraway Financial Advisors 2022 Q3 filed Nov. 15, 2022
- Laraway Financial Advisors 2022 Q2 filed Aug. 12, 2022
- Laraway Financial Advisors 2022 Q1 filed May 17, 2022
- Laraway Financial 2021 Q4 filed Feb. 11, 2022