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, MSFT, and represent 24.11% of Laraway Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: BRK.B, BRK.A, VTV, VUG, TSLA, MDT, XLG, SCHA, SPTM, VO.
- Started 3 new stock positions in BRK.A, TSLA, MDT.
- Reduced shares in these 10 stocks: , NVDA, GIS, AAPL, NFLX, LMBS, ORCL, CWB, COR, VGSH.
- Sold out of its positions in DEO, GIS.
- Laraway Financial Advisors was a net buyer of stock by $3.9M.
- Laraway Financial Advisors has $147M in assets under management (AUM), dropping by 11.10%.
- Central Index Key (CIK): 0001908275
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Portfolio Holdings for Laraway Financial Advisors
Laraway Financial Advisors holds 125 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.2 | $12M | 47k | 254.63 |
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| Vanguard Index Fds Growth Etf (VUG) | 4.6 | $6.7M | +4% | 14k | 479.62 |
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| Vanguard Index Fds Value Etf (VTV) | 4.2 | $6.1M | +5% | 33k | 186.49 |
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| Spdr S&p 500 Etf Tr Unit (SPY) | 3.7 | $5.4M | 8.2k | 666.18 |
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| Microsoft Corporation (MSFT) | 3.4 | $5.1M | 9.8k | 517.95 |
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| NVIDIA Corporation (NVDA) | 3.2 | $4.7M | -3% | 25k | 186.58 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.2 | $4.7M | +2% | 79k | 59.92 |
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| Berkshire Hathaway Inc Del CL B New (BRK.B) | 2.9 | $4.2M | +33% | 8.4k | 502.74 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 2.7 | $3.9M | +3% | 68k | 57.52 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $3.9M | 16k | 243.10 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.2 | $3.3M | 24k | 139.17 |
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| Select Sector Spdr Tr Financial (XLF) | 2.2 | $3.3M | +2% | 60k | 53.87 |
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| Select Sector Spdr Tr Technology (XLK) | 2.1 | $3.1M | +2% | 11k | 281.86 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.7 | $2.5M | 13k | 189.70 |
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| Netflix (NFLX) | 1.6 | $2.4M | 2.0k | 1198.92 |
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| Amazon (AMZN) | 1.5 | $2.2M | 10k | 219.57 |
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| Oracle Corporation (ORCL) | 1.5 | $2.1M | 7.6k | 281.25 |
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| Eli Lilly & Co. (LLY) | 1.4 | $2.0M | 2.7k | 763.00 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 1.4 | $2.0M | 67k | 30.29 |
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| Meta Platforms Cl A (META) | 1.3 | $1.9M | 2.6k | 734.46 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.3 | $1.9M | +6% | 6.5k | 293.76 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.2 | $1.8M | 21k | 87.21 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $1.8M | 7.3k | 243.56 |
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| Wal-Mart Stores (WMT) | 1.2 | $1.7M | 17k | 103.06 |
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| Costco Wholesale Corporation (COST) | 1.1 | $1.7M | 1.8k | 925.63 |
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| Spdr Ser Tr Portfolio Agrgte (SPAB) | 1.1 | $1.6M | 64k | 25.85 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 1.0 | $1.5M | 17k | 88.65 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.0 | $1.4M | +9% | 51k | 27.90 |
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| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.9 | $1.3M | 38k | 34.92 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.9 | $1.3M | 18k | 73.48 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.8 | $1.2M | +6% | 24k | 50.73 |
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| Lam Research (LRCX) | 0.8 | $1.2M | +2% | 9.2k | 133.90 |
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| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 0.8 | $1.2M | 36k | 34.29 |
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| Thermo Fisher Scientific (TMO) | 0.8 | $1.1M | 2.3k | 485.02 |
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| TJX Companies (TJX) | 0.8 | $1.1M | 7.8k | 144.54 |
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| Parker-Hannifin Corporation (PH) | 0.8 | $1.1M | 1.5k | 758.15 |
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| UnitedHealth (UNH) | 0.7 | $1.1M | +5% | 3.1k | 345.26 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $1.1M | 3.4k | 315.43 |
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| AmerisourceBergen (COR) | 0.7 | $1.0M | 3.3k | 312.51 |
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| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.6 | $924k | 21k | 44.42 |
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| Johnson & Johnson (JNJ) | 0.6 | $920k | 5.0k | 185.41 |
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| Valero Energy Corporation (VLO) | 0.6 | $883k | 5.2k | 170.27 |
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| Capital One Financial (COF) | 0.6 | $840k | 4.0k | 212.58 |
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| Visa Com Cl A (V) | 0.6 | $836k | 2.5k | 341.38 |
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| Lowe's Companies (LOW) | 0.6 | $834k | +3% | 3.3k | 251.32 |
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| Nextera Energy (NEE) | 0.5 | $780k | 10k | 75.49 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.5 | $759k | 13k | 60.03 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $754k | NEW | 1.00 | 754200.00 |
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.5 | $696k | -2% | 7.7k | 90.50 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $663k | 4.0k | 167.31 |
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| Home Depot (HD) | 0.4 | $657k | 1.6k | 405.31 |
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| Universal Hlth Svcs CL B (UHS) | 0.4 | $644k | 3.2k | 204.44 |
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| Illinois Tool Works (ITW) | 0.4 | $639k | 2.5k | 260.76 |
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| Xcel Energy (XEL) | 0.4 | $634k | 7.9k | 80.65 |
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| Pepsi (PEP) | 0.4 | $626k | 4.5k | 140.45 |
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| Erie Indemnity Cl A (ERIE) | 0.4 | $624k | 2.0k | 318.16 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.4 | $622k | 23k | 26.95 |
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| Spdr Ser Tr Portfolio Crport (SPBO) | 0.4 | $590k | 20k | 29.63 |
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| Coca-Cola Company (KO) | 0.4 | $584k | 8.8k | 66.32 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.4 | $574k | 17k | 33.37 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.4 | $573k | 24k | 23.47 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $567k | +21% | 9.9k | 57.10 |
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| Procter & Gamble Company (PG) | 0.4 | $565k | 3.7k | 153.65 |
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| Dick's Sporting Goods (DKS) | 0.4 | $544k | 2.4k | 222.22 |
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| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.4 | $515k | 17k | 30.86 |
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| Western Digital (WDC) | 0.4 | $513k | 4.3k | 120.06 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $500k | +18% | 3.5k | 140.96 |
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| FedEx Corporation (FDX) | 0.3 | $486k | +2% | 2.1k | 235.81 |
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| Philip Morris International (PM) | 0.3 | $474k | 2.9k | 162.20 |
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| Cdw (CDW) | 0.3 | $453k | 2.8k | 159.28 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.3 | $448k | +16% | 7.8k | 57.19 |
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| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.3 | $447k | 4.7k | 94.31 |
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| Cisco Systems (CSCO) | 0.3 | $446k | 6.5k | 68.42 |
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| Novo-nordisk A S Adr (NVO) | 0.3 | $444k | +8% | 8.0k | 55.49 |
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| Caterpillar (CAT) | 0.3 | $436k | +12% | 913.00 | 477.17 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.3 | $433k | -4% | 8.7k | 49.79 |
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| Bank of New York Mellon Corporation (BK) | 0.3 | $428k | 3.9k | 108.97 |
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| Constellation Brand Cl A (STZ) | 0.3 | $426k | 3.2k | 134.67 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.3 | $423k | +37% | 5.2k | 80.64 |
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| Intel Corporation (INTC) | 0.3 | $422k | 13k | 33.55 |
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| Ab Active Etfs Ultra Short Incm (YEAR) | 0.3 | $422k | +9% | 8.3k | 50.67 |
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| Verizon Communications (VZ) | 0.3 | $421k | +7% | 9.6k | 43.95 |
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| Abbvie (ABBV) | 0.3 | $410k | 1.8k | 231.56 |
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| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.3 | $410k | 6.1k | 67.26 |
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| Wp Carey (WPC) | 0.3 | $409k | 6.1k | 67.57 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.3 | $399k | 5.1k | 78.34 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.3 | $394k | 10k | 38.02 |
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| Walt Disney Company (DIS) | 0.3 | $392k | 3.4k | 114.49 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $388k | +2% | 12k | 31.42 |
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| AFLAC Incorporated (AFL) | 0.3 | $380k | 3.4k | 111.70 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $376k | +3% | 4.5k | 84.11 |
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| Nike (NKE) | 0.3 | $373k | 5.4k | 69.73 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $364k | 17k | 21.57 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $358k | +2% | 4.8k | 74.38 |
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| 3M Company (MMM) | 0.2 | $356k | 2.3k | 155.19 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.2 | $355k | 7.7k | 46.32 |
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| Wells Fargo & Company (WFC) | 0.2 | $350k | 4.2k | 83.81 |
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| Us Bancorp Del Com New (USB) | 0.2 | $348k | 7.2k | 48.33 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $331k | -4% | 5.6k | 58.86 |
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| Alps Etf Tr Rivrfrnt Str Inc (RIGS) | 0.2 | $326k | 14k | 23.29 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $316k | 2.5k | 128.24 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $314k | 3.5k | 89.34 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $312k | 510.00 | 612.02 |
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| Chevron Corporation (CVX) | 0.2 | $309k | +12% | 2.0k | 155.29 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $305k | 2.9k | 104.51 |
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| Emerson Electric (EMR) | 0.2 | $299k | 2.3k | 131.18 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $290k | +10% | 1.0k | 279.29 |
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| Merck & Co (MRK) | 0.2 | $289k | +9% | 3.4k | 83.92 |
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| Boeing Company (BA) | 0.2 | $289k | 1.3k | 215.83 |
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| Cardinal Health (CAH) | 0.2 | $287k | 1.8k | 156.96 |
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| Automatic Data Processing (ADP) | 0.2 | $280k | 955.00 | 293.50 |
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| Paypal Holdings (PYPL) | 0.2 | $277k | 4.1k | 67.06 |
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| Tesla Motors (TSLA) | 0.2 | $276k | NEW | 621.00 | 444.72 |
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| Goldman Sachs (GS) | 0.2 | $271k | +13% | 340.00 | 796.35 |
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| First Tr Morningstar Divid L SHS (FDL) | 0.2 | $257k | +10% | 5.9k | 43.41 |
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| CVS Caremark Corporation (CVS) | 0.2 | $255k | +9% | 3.4k | 75.39 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $249k | +3% | 9.1k | 27.30 |
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| Pfizer (PFE) | 0.2 | $249k | +5% | 9.8k | 25.48 |
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| Toyota Motor Corp Ads (TM) | 0.2 | $248k | 1.3k | 191.09 |
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| Ab Active Etfs Us High Dividend (HIDV) | 0.2 | $247k | 3.1k | 78.95 |
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| Medtronic SHS (MDT) | 0.2 | $238k | NEW | 2.5k | 95.24 |
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| Ingredion Incorporated (INGR) | 0.1 | $205k | 1.7k | 122.13 |
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| Ball Corporation (BALL) | 0.1 | $180k | 3.6k | 50.42 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $174k | 4.3k | 40.57 |
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| Fair Isaac Corporation (FICO) | 0.1 | $150k | 100.00 | 1496.53 |
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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 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