Laraway Financial
Latest statistics and disclosures from Laraway Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VTV, SPY, VUG, VEA, and represent 23.46% of Laraway Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: PWR, WDC, WFC, VTV, SPY, RDVY, VUG, MMM, RIGS, COR.
- Started 3 new stock positions in WFC, WDC, PWR.
- Reduced shares in these 10 stocks: AAPL, SPAB, SPSB, MSFT, FIXD, LLY, NVDA, SCHP, RSP, JPST.
- Laraway Financial Advisors was a net buyer of stock by $109k.
- Laraway Financial Advisors has $105M in assets under management (AUM), dropping by 9.66%.
- Central Index Key (CIK): 0001908275
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Portfolio Holdings for Laraway Financial Advisors
Laraway Financial Advisors holds 109 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 9.2 | $9.7M | 50k | 192.53 |
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| Vanguard Index Fds Value Etf (VTV) | 3.7 | $3.9M | +3% | 26k | 149.50 |
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| Spdr S&p 500 Etf Tr Unit (SPY) | 3.7 | $3.9M | +2% | 8.2k | 475.30 |
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| Vanguard Index Fds Growth Etf (VUG) | 3.6 | $3.8M | 12k | 310.88 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.3 | $3.5M | 73k | 47.90 |
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| Microsoft Corporation (MSFT) | 3.3 | $3.4M | -2% | 9.2k | 376.04 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 3.2 | $3.4M | 25k | 136.38 |
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| Select Sector Spdr Tr Financial (XLF) | 2.2 | $2.3M | 62k | 37.60 |
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| Berkshire Hathaway Inc Del CL B New (BRK.B) | 2.2 | $2.3M | 6.4k | 356.66 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $2.3M | 16k | 139.69 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 2.0 | $2.1M | -3% | 72k | 29.78 |
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| Select Sector Spdr Tr Technology (XLK) | 2.0 | $2.1M | 11k | 192.48 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.9 | $2.0M | -2% | 13k | 157.80 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 1.9 | $2.0M | 54k | 37.72 |
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| Spdr Ser Tr Portfolio Agrgte (SPAB) | 1.7 | $1.8M | -5% | 70k | 25.64 |
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| UnitedHealth (UNH) | 1.6 | $1.7M | -2% | 3.2k | 526.44 |
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| Eli Lilly & Co. (LLY) | 1.6 | $1.7M | -3% | 2.9k | 582.88 |
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| Amazon (AMZN) | 1.5 | $1.6M | 10k | 151.94 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 1.4 | $1.5M | 18k | 83.31 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.4 | $1.4M | 6.1k | 232.65 |
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| NVIDIA Corporation (NVDA) | 1.3 | $1.3M | -3% | 2.7k | 495.22 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.2 | $1.3M | 21k | 63.33 |
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| Thermo Fisher Scientific (TMO) | 1.2 | $1.3M | 2.5k | 530.79 |
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| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 1.2 | $1.3M | -2% | 37k | 34.03 |
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| Costco Wholesale Corporation (COST) | 1.2 | $1.2M | 1.8k | 660.08 |
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| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 1.1 | $1.1M | 41k | 27.04 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 1.0 | $1.1M | 17k | 62.66 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.0 | $1.1M | -3% | 23k | 47.24 |
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| Netflix (NFLX) | 1.0 | $1.0M | 2.1k | 486.88 |
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| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.9 | $956k | -7% | 21k | 44.60 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $947k | 6.7k | 140.93 |
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| Meta Platforms Cl A (META) | 0.9 | $942k | 2.7k | 353.96 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.9 | $912k | 15k | 59.32 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.8 | $889k | -4% | 18k | 50.23 |
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| Wal-Mart Stores (WMT) | 0.8 | $865k | 5.5k | 157.64 |
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| Constellation Brand Cl A (STZ) | 0.7 | $783k | 3.2k | 241.75 |
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| Novo-nordisk A S Adr (NVO) | 0.7 | $761k | -3% | 7.4k | 103.45 |
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| Johnson & Johnson (JNJ) | 0.7 | $757k | 4.8k | 156.74 |
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| Lowe's Companies (LOW) | 0.7 | $751k | 3.4k | 222.56 |
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| TJX Companies (TJX) | 0.7 | $736k | 7.8k | 93.81 |
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| Erie Indemnity Cl A (ERIE) | 0.7 | $734k | 2.2k | 334.92 |
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| Oracle Corporation (ORCL) | 0.7 | $731k | 6.9k | 105.43 |
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| Lam Research Corporation (LRCX) | 0.7 | $729k | 931.00 | 783.26 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.7 | $725k | -6% | 14k | 52.20 |
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| AmerisourceBergen (COR) | 0.7 | $706k | +3% | 3.4k | 205.38 |
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| Illinois Tool Works (ITW) | 0.7 | $694k | 2.7k | 261.94 |
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| Pepsi (PEP) | 0.6 | $681k | 4.0k | 169.84 |
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| Valero Energy Corporation (VLO) | 0.6 | $678k | 5.2k | 130.00 |
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| Parker-Hannifin Corporation (PH) | 0.6 | $675k | 1.5k | 460.70 |
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| Cdw (CDW) | 0.6 | $661k | -3% | 2.9k | 227.35 |
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| Nextera Energy (NEE) | 0.6 | $652k | 11k | 60.74 |
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| Visa Com Cl A (V) | 0.6 | $651k | 2.5k | 260.35 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.6 | $626k | -2% | 13k | 46.62 |
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| Nike (NKE) | 0.6 | $625k | 5.8k | 108.57 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $608k | 3.6k | 170.10 |
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| Intel Corporation (INTC) | 0.6 | $602k | +3% | 12k | 50.25 |
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.6 | $595k | 8.3k | 72.15 |
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| Comcast Corp Cl A (CMCSA) | 0.5 | $577k | 13k | 43.85 |
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| Spdr Ser Tr Portfolio Crport (SPBO) | 0.5 | $569k | 19k | 29.41 |
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| FedEx Corporation (FDX) | 0.5 | $553k | 2.2k | 252.97 |
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| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.5 | $541k | -2% | 18k | 30.59 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.5 | $520k | 11k | 48.32 |
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| Boeing Company (BA) | 0.5 | $510k | 2.0k | 260.66 |
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| Coca-Cola Company (KO) | 0.5 | $499k | 8.5k | 58.93 |
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| Universal Hlth Svcs CL B (UHS) | 0.5 | $495k | 3.3k | 152.44 |
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| Procter & Gamble Company (PG) | 0.5 | $494k | 3.4k | 146.54 |
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| Home Depot (HD) | 0.5 | $489k | 1.4k | 346.55 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.5 | $483k | 20k | 24.79 |
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| Xcel Energy (XEL) | 0.5 | $482k | 7.8k | 61.91 |
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| Discover Financial Services (DFS) | 0.4 | $438k | 3.9k | 112.40 |
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| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.4 | $421k | 5.0k | 83.63 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $410k | 7.0k | 58.33 |
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| Alps Etf Tr Rivrfrnt Str Inc (RIGS) | 0.4 | $376k | +10% | 16k | 23.16 |
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| Merck & Co (MRK) | 0.4 | $375k | +2% | 3.4k | 109.01 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.4 | $374k | 18k | 20.71 |
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| Dick's Sporting Goods (DKS) | 0.3 | $364k | 2.5k | 146.95 |
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| Walt Disney Company (DIS) | 0.3 | $342k | 3.8k | 90.29 |
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| Quanta Services (PWR) | 0.3 | $334k | NEW | 1.5k | 215.81 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.3 | $331k | -3% | 7.9k | 42.18 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $328k | +5% | 3.9k | 84.13 |
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| Cisco Systems (CSCO) | 0.3 | $326k | -6% | 6.5k | 50.52 |
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| Us Bancorp Del Com New (USB) | 0.3 | $313k | 7.2k | 43.28 |
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| Verizon Communications (VZ) | 0.3 | $304k | +6% | 8.1k | 37.70 |
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| Diageo Spon Adr New (DEO) | 0.3 | $296k | 2.0k | 145.66 |
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| Select Sector Spdr Tr Energy (XLE) | 0.3 | $293k | 3.5k | 83.85 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.3 | $286k | 5.9k | 48.72 |
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| Philip Morris International (PM) | 0.3 | $285k | 3.0k | 94.08 |
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| AFLAC Incorporated (AFL) | 0.3 | $281k | 3.4k | 82.50 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $280k | 3.4k | 81.28 |
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| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.3 | $278k | +31% | 5.4k | 51.67 |
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| Abbvie (ABBV) | 0.3 | $278k | 1.8k | 154.96 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $273k | -5% | 3.7k | 73.55 |
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| 3M Company (MMM) | 0.3 | $270k | +19% | 2.5k | 109.31 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $249k | 2.5k | 100.97 |
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| Automatic Data Processing (ADP) | 0.2 | $246k | 1.1k | 233.01 |
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| Western Digital (WDC) | 0.2 | $242k | NEW | 4.6k | 52.37 |
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| Toyota Motor Corp Ads (TM) | 0.2 | $238k | 1.3k | 183.38 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $236k | +3% | 3.1k | 76.13 |
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| Paypal Holdings (PYPL) | 0.2 | $230k | 3.8k | 61.41 |
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| Emerson Electric (EMR) | 0.2 | $224k | 2.3k | 97.33 |
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| Wells Fargo & Company (WFC) | 0.2 | $218k | NEW | 4.4k | 49.22 |
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| Pfizer (PFE) | 0.2 | $216k | -15% | 7.5k | 28.79 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $211k | -7% | 4.0k | 52.05 |
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| CVS Caremark Corporation (CVS) | 0.2 | $207k | +12% | 2.6k | 78.96 |
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| Ball Corporation (BALL) | 0.2 | $206k | 3.6k | 57.52 |
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| General Mills (GIS) | 0.2 | $189k | 2.9k | 65.14 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.2 | $186k | -12% | 4.6k | 40.25 |
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| Chevron Corporation (CVX) | 0.2 | $185k | 1.2k | 149.16 |
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| Wp Carey (WPC) | 0.2 | $178k | 2.8k | 64.82 |
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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 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