Laraway Financial

Latest statistics and disclosures from Laraway Financial Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AAPL, VUG, SPY, VTV, MSFT, and represent 23.75% of Laraway Financial Advisors's stock portfolio.
  • Added to shares of these 10 stocks: NVDA, VCIT, VTV, RSP, XLG, VO, VEA, VUG, SCHA, VYM.
  • Started 1 new stock position in VCIT.
  • Reduced shares in these 10 stocks: , XLE, SPY, XLK, SPSB, VGIT, FIXD, SPAB, XLV, JPST.
  • Sold out of its position in PWR.
  • Laraway Financial Advisors was a net buyer of stock by $2.7M.
  • Laraway Financial Advisors has $117M in assets under management (AUM), dropping by 3.24%.
  • Central Index Key (CIK): 0001908275

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Portfolio Holdings for Laraway Financial Advisors

Laraway Financial Advisors holds 111 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 8.9 $10M 49k 210.62
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Vanguard Index Fds Growth Etf (VUG) 4.0 $4.7M 13k 374.01
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Spdr S&p 500 Etf Tr Unit (SPY) 3.7 $4.4M 8.0k 544.24
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Vanguard Index Fds Value Etf (VTV) 3.7 $4.3M 27k 160.41
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Microsoft Corporation (MSFT) 3.5 $4.1M 9.1k 446.95
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.1 $3.6M 74k 49.42
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Select Sector Spdr Tr Sbi Healthcare (XLV) 3.0 $3.5M 24k 145.75
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NVIDIA Corporation (NVDA) 2.8 $3.3M +904% 27k 123.54
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Alphabet Cap Stk Cl A (GOOGL) 2.5 $3.0M 16k 182.15
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 2.2 $2.6M +2% 57k 45.75
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Eli Lilly & Co. (LLY) 2.2 $2.6M 2.9k 905.49
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Berkshire Hathaway Inc Del CL B New (BRK.B) 2.2 $2.6M 6.3k 406.80
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Select Sector Spdr Tr Financial (XLF) 2.1 $2.5M 61k 41.11
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Select Sector Spdr Tr Technology (XLK) 2.1 $2.4M -2% 11k 226.23
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.8 $2.1M +2% 13k 159.43
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Spdr Ser Tr Portfolio Short (SPSB) 1.7 $2.0M -2% 69k 29.70
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Amazon (AMZN) 1.6 $1.9M 10k 193.25
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Spdr Ser Tr Portfolio Agrgte (SPAB) 1.4 $1.7M 67k 25.09
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UnitedHealth (UNH) 1.4 $1.6M 3.2k 509.24
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Costco Wholesale Corporation (COST) 1.3 $1.6M 1.8k 849.99
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Vanguard Index Fds Mid Cap Etf (VO) 1.3 $1.6M +3% 6.4k 242.10
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Select Sector Spdr Tr Sbi Int-utils (XLU) 1.2 $1.4M 21k 68.14
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 1.2 $1.4M 18k 78.31
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Netflix (NFLX) 1.2 $1.4M 2.0k 674.88
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Thermo Fisher Scientific (TMO) 1.1 $1.3M 2.4k 553.00
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Meta Platforms Cl A (META) 1.1 $1.3M 2.6k 504.24
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Alphabet Cap Stk Cl C (GOOG) 1.0 $1.2M 6.7k 183.41
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Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 1.0 $1.2M 35k 33.49
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.0 $1.2M 18k 64.95
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $1.1M +2% 24k 47.45
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Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.0 $1.1M 40k 28.31
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Wal-Mart Stores (WMT) 0.9 $1.1M 16k 67.71
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Novo-nordisk A S Adr (NVO) 0.9 $1.1M 7.4k 142.74
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Lam Research Corporation (LRCX) 0.8 $990k 930.00 1064.85
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Oracle Corporation (ORCL) 0.8 $981k 6.9k 141.20
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.8 $968k -2% 19k 50.47
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TJX Companies (TJX) 0.7 $864k 7.8k 110.10
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.7 $856k -4% 15k 58.23
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.7 $855k -3% 20k 43.05
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Constellation Brand Cl A (STZ) 0.7 $834k 3.2k 257.28
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Valero Energy Corporation (VLO) 0.7 $817k 5.2k 156.76
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Erie Indemnity Cl A (ERIE) 0.7 $783k 2.2k 362.40
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AmerisourceBergen (COR) 0.7 $766k 3.4k 225.27
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Nextera Energy (NEE) 0.6 $748k 11k 70.81
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Parker-Hannifin Corporation (PH) 0.6 $741k 1.5k 505.81
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Lowe's Companies (LOW) 0.6 $723k 3.3k 220.48
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Johnson & Johnson (JNJ) 0.6 $707k 4.8k 146.17
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.6 $702k 14k 52.01
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JPMorgan Chase & Co. (JPM) 0.6 $682k 3.4k 202.26
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Pepsi (PEP) 0.6 $661k 4.0k 164.95
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Visa Com Cl A (V) 0.6 $656k 2.5k 262.47
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Cdw (CDW) 0.6 $646k 2.9k 223.88
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FedEx Corporation (FDX) 0.5 $622k 2.1k 299.84
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Illinois Tool Works (ITW) 0.5 $604k 2.6k 236.96
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $584k -2% 13k 45.58
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Universal Hlth Svcs CL B (UHS) 0.5 $583k 3.2k 184.93
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.5 $577k 8.0k 72.06
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Procter & Gamble Company (PG) 0.5 $539k 3.3k 164.92
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Coca-Cola Company (KO) 0.5 $539k 8.5k 63.65
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Dick's Sporting Goods (DKS) 0.4 $525k 2.4k 214.85
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Spdr Ser Tr Portfolio Crport (SPBO) 0.4 $517k 18k 28.70
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Spdr Ser Tr Bloomberg Invt (FLRN) 0.4 $515k -3% 17k 30.85
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Discover Financial Services (DFS) 0.4 $508k 3.9k 130.81
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.4 $497k 10k 48.05
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $490k -3% 18k 26.56
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Comcast Corp Cl A (CMCSA) 0.4 $486k 12k 39.16
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Home Depot (HD) 0.4 $485k 1.4k 344.24
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.4 $432k 5.0k 85.86
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Merck & Co (MRK) 0.4 $426k 3.4k 123.79
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Xcel Energy (XEL) 0.4 $417k 7.8k 53.41
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Nike (NKE) 0.4 $411k 5.5k 75.37
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $402k 6.9k 57.99
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Raytheon Technologies Corp (RTX) 0.3 $392k 3.9k 100.40
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Intel Corporation (INTC) 0.3 $371k 12k 30.97
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Walt Disney Company (DIS) 0.3 $370k 3.7k 99.29
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Western Digital (WDC) 0.3 $350k 4.6k 75.77
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $346k 17k 19.97
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.3 $346k 6.7k 51.30
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Boeing Company (BA) 0.3 $335k +2% 1.8k 182.01
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Verizon Communications (VZ) 0.3 $329k 8.0k 41.24
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Cisco Systems (CSCO) 0.3 $329k 6.9k 47.51
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.3 $325k 7.8k 41.53
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Alps Etf Tr Rivrfrnt Str Inc (RIGS) 0.3 $319k 14k 22.65
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.3 $310k 5.7k 54.75
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Abbvie (ABBV) 0.3 $308k 1.8k 171.50
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AFLAC Incorporated (AFL) 0.3 $304k 3.4k 89.31
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Us Bancorp Del Com New (USB) 0.3 $298k 7.5k 39.70
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Philip Morris International (PM) 0.3 $296k 2.9k 101.33
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $275k NEW 3.4k 79.93
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $268k 3.7k 72.05
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Toyota Motor Corp Ads (TM) 0.2 $267k 1.3k 204.97
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Wells Fargo & Company (WFC) 0.2 $263k 4.4k 59.39
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Novartis Sponsored Adr (NVS) 0.2 $263k 2.5k 106.46
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $262k 4.6k 56.68
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Diageo Spon Adr New (DEO) 0.2 $254k 2.0k 126.08
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Select Sector Spdr Tr Energy (XLE) 0.2 $253k -25% 2.8k 91.14
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Emerson Electric (EMR) 0.2 $251k 2.3k 110.16
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $248k +10% 2.1k 118.57
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Automatic Data Processing (ADP) 0.2 $247k 1.0k 238.75
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Bank of New York Mellon Corporation (BK) 0.2 $241k 4.0k 59.89
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3M Company (MMM) 0.2 $239k -8% 2.3k 102.21
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Paypal Holdings (PYPL) 0.2 $236k 4.1k 58.03
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Pfizer (PFE) 0.2 $227k 8.1k 27.98
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $217k 433.00 499.98
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Ball Corporation (BALL) 0.2 $215k 3.6k 60.02
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Chevron Corporation (CVX) 0.2 $194k 1.2k 156.42
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Target Corporation (TGT) 0.2 $184k 1.2k 148.01
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General Mills (GIS) 0.2 $183k 2.9k 63.26
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Cardinal Health (CAH) 0.2 $180k 1.8k 98.34
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $178k 4.5k 39.72
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CVS Caremark Corporation (CVS) 0.1 $158k 2.7k 59.06
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Past Filings by Laraway Financial Advisors

SEC 13F filings are viewable for Laraway Financial Advisors going back to 2021