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 23.00% of Laraway Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: XLG, NVO, SCHD, VTV, SPLV, SPMD, KO, XLV, AMZN, GIS.
- Started 1 new stock position in SCHD.
- Reduced shares in these 10 stocks: WPC, VUG, AAPL, XEL, SPSB, SCHA, VEA, SPY, HTRB, VGSH.
- Laraway Financial Advisors was a net buyer of stock by $566k.
- Laraway Financial Advisors has $96M in assets under management (AUM), dropping by -5.09%.
- Central Index Key (CIK): 0001908275
Tip: Access up to 7 years of quarterly data
Positions held by Laraway Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv

Portfolio Holdings for Laraway Financial Advisors
Laraway Financial Advisors holds 106 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 9.1 | $8.8M | 51k | 171.21 |
|
|
Vanguard Index Fds Value Etf (VTV) | 3.6 | $3.5M | 25k | 137.93 |
|
|
Spdr S&p 500 Etf Tr Unit (SPY) | 3.5 | $3.4M | 8.0k | 427.49 |
|
|
Vanguard Index Fds Growth Etf (VUG) | 3.4 | $3.3M | -2% | 12k | 272.31 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.3 | $3.2M | 73k | 43.72 |
|
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 3.3 | $3.2M | 25k | 128.74 |
|
|
Microsoft Corporation (MSFT) | 3.1 | $3.0M | 9.4k | 315.75 |
|
|
Berkshire Hathaway Inc Del CL B New (BRK.B) | 2.3 | $2.2M | 6.4k | 350.30 |
|
|
Spdr Ser Tr Portfolio Short (SPSB) | 2.3 | $2.2M | -2% | 75k | 29.32 |
|
Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $2.2M | 17k | 130.86 |
|
|
Select Sector Spdr Tr Financial (XLF) | 2.1 | $2.1M | 62k | 33.17 |
|
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.0 | $1.9M | 13k | 141.69 |
|
|
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 1.9 | $1.8M | +894% | 54k | 33.96 |
|
Spdr Ser Tr Portfolio Agrgte (SPAB) | 1.9 | $1.8M | 75k | 24.34 |
|
|
Select Sector Spdr Tr Technology (XLK) | 1.8 | $1.8M | 11k | 163.93 |
|
|
UnitedHealth (UNH) | 1.7 | $1.7M | 3.3k | 504.12 |
|
|
Eli Lilly & Co. (LLY) | 1.7 | $1.6M | -2% | 3.0k | 537.21 |
|
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 1.4 | $1.3M | 18k | 72.37 |
|
|
Amazon (AMZN) | 1.3 | $1.3M | 10k | 127.12 |
|
|
Vanguard Index Fds Mid Cap Etf (VO) | 1.3 | $1.3M | 6.1k | 208.23 |
|
|
Thermo Fisher Scientific (TMO) | 1.3 | $1.2M | 2.5k | 506.17 |
|
|
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 1.3 | $1.2M | -3% | 38k | 32.09 |
|
Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.3 | $1.2M | 21k | 58.93 |
|
|
NVIDIA Corporation (NVDA) | 1.3 | $1.2M | 2.8k | 434.99 |
|
|
Costco Wholesale Corporation (COST) | 1.1 | $1.1M | 1.9k | 564.96 |
|
|
Spdr Index Shs Fds Msci Acwi Exus (CWI) | 1.1 | $1.1M | 42k | 24.89 |
|
|
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 1.1 | $1.0M | 17k | 58.79 |
|
|
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 1.0 | $976k | -2% | 23k | 42.06 |
|
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.0 | $963k | -5% | 23k | 41.42 |
|
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.0 | $928k | 19k | 50.18 |
|
|
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.9 | $887k | -2% | 16k | 57.15 |
|
Alphabet Cap Stk Cl C (GOOG) | 0.9 | $886k | 6.7k | 131.85 |
|
|
Wal-Mart Stores (WMT) | 0.9 | $878k | 5.5k | 159.92 |
|
|
Constellation Brand Cl A (STZ) | 0.8 | $814k | 3.2k | 251.33 |
|
|
Netflix (NFLX) | 0.8 | $802k | 2.1k | 377.60 |
|
|
Meta Platforms Cl A (META) | 0.8 | $799k | 2.7k | 300.21 |
|
|
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.8 | $749k | 15k | 50.49 |
|
|
Valero Energy Corporation (VLO) | 0.8 | $742k | 5.2k | 141.71 |
|
|
Johnson & Johnson (JNJ) | 0.8 | $739k | 4.7k | 155.75 |
|
|
Oracle Corporation (ORCL) | 0.8 | $732k | 6.9k | 105.92 |
|
|
TJX Companies (TJX) | 0.7 | $703k | 7.9k | 88.88 |
|
|
Lowe's Companies (LOW) | 0.7 | $702k | -2% | 3.4k | 207.81 |
|
Novo-nordisk A S Adr (NVO) | 0.7 | $696k | +90% | 7.7k | 90.94 |
|
Pepsi (PEP) | 0.7 | $679k | 4.0k | 169.44 |
|
|
Erie Indemnity Cl A (ERIE) | 0.7 | $643k | 2.2k | 293.79 |
|
|
Nextera Energy (NEE) | 0.6 | $614k | 11k | 57.29 |
|
|
Illinois Tool Works (ITW) | 0.6 | $610k | 2.7k | 230.31 |
|
|
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.6 | $608k | -4% | 14k | 44.23 |
|
Cdw (CDW) | 0.6 | $607k | 3.0k | 201.78 |
|
|
AmerisourceBergen (COR) | 0.6 | $598k | -5% | 3.3k | 179.97 |
|
Lam Research Corporation (LRCX) | 0.6 | $584k | 931.00 | 626.77 |
|
|
FedEx Corporation (FDX) | 0.6 | $579k | 2.2k | 264.92 |
|
|
Parker-Hannifin Corporation (PH) | 0.6 | $578k | 1.5k | 389.52 |
|
|
Visa Com Cl A (V) | 0.6 | $575k | 2.5k | 230.01 |
|
|
Comcast Corp Cl A (CMCSA) | 0.6 | $572k | -4% | 13k | 44.34 |
|
Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.6 | $559k | 8.3k | 67.80 |
|
|
Spdr Ser Tr Bloomberg Invt (FLRN) | 0.6 | $556k | -5% | 18k | 30.72 |
|
Nike (NKE) | 0.6 | $555k | 5.8k | 95.62 |
|
|
Spdr Ser Tr Portfolio Crport (SPBO) | 0.6 | $539k | 20k | 27.58 |
|
|
JPMorgan Chase & Co. (JPM) | 0.5 | $518k | 3.6k | 145.02 |
|
|
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.5 | $513k | 11k | 47.24 |
|
|
Procter & Gamble Company (PG) | 0.5 | $492k | 3.4k | 145.86 |
|
|
Coca-Cola Company (KO) | 0.5 | $475k | 8.5k | 55.98 |
|
|
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.5 | $473k | 20k | 23.94 |
|
|
Xcel Energy (XEL) | 0.5 | $445k | -15% | 7.8k | 57.22 |
|
Home Depot (HD) | 0.4 | $426k | 1.4k | 302.16 |
|
|
Intel Corporation (INTC) | 0.4 | $411k | 12k | 35.55 |
|
|
Universal Hlth Svcs CL B (UHS) | 0.4 | $411k | 3.3k | 125.73 |
|
|
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $404k | -9% | 7.0k | 57.60 |
|
Boeing Company (BA) | 0.4 | $375k | 2.0k | 191.68 |
|
|
Cisco Systems (CSCO) | 0.4 | $371k | 6.9k | 53.76 |
|
|
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.4 | $369k | 5.0k | 73.27 |
|
|
Merck & Co (MRK) | 0.4 | $347k | 3.4k | 102.96 |
|
|
Discover Financial Services (DFS) | 0.4 | $338k | 3.9k | 86.63 |
|
|
Schwab Strategic Tr Us Reit Etf (SCHH) | 0.3 | $327k | 18k | 17.75 |
|
|
Alps Etf Tr Rivrfrnt Str Inc (RIGS) | 0.3 | $325k | -7% | 15k | 22.15 |
|
Select Sector Spdr Tr Energy (XLE) | 0.3 | $315k | -2% | 3.5k | 90.38 |
|
Walt Disney Company (DIS) | 0.3 | $313k | -2% | 3.9k | 81.05 |
|
Diageo Spon Adr New (DEO) | 0.3 | $303k | 2.0k | 149.18 |
|
|
Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.3 | $299k | 8.1k | 36.90 |
|
|
Pfizer (PFE) | 0.3 | $294k | 8.9k | 33.17 |
|
|
Philip Morris International (PM) | 0.3 | $280k | -3% | 3.0k | 92.58 |
|
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $274k | 3.9k | 69.78 |
|
|
Dick's Sporting Goods (DKS) | 0.3 | $269k | 2.5k | 108.58 |
|
|
Abbvie (ABBV) | 0.3 | $267k | 1.8k | 149.09 |
|
|
Raytheon Technologies Corp (RTX) | 0.3 | $266k | 3.7k | 71.97 |
|
|
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $262k | 3.4k | 75.98 |
|
|
AFLAC Incorporated (AFL) | 0.3 | $261k | 3.4k | 76.75 |
|
|
Automatic Data Processing (ADP) | 0.3 | $255k | 1.1k | 240.62 |
|
|
Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.3 | $255k | +3% | 5.8k | 43.79 |
|
Novartis Sponsored Adr (NVS) | 0.3 | $251k | 2.5k | 101.86 |
|
|
Verizon Communications (VZ) | 0.3 | $245k | 7.6k | 32.41 |
|
|
Us Bancorp Del Com New (USB) | 0.2 | $239k | -3% | 7.2k | 33.06 |
|
Toyota Motor Corp Ads (TM) | 0.2 | $234k | 1.3k | 179.75 |
|
|
Emerson Electric (EMR) | 0.2 | $222k | 2.3k | 96.57 |
|
|
Paypal Holdings (PYPL) | 0.2 | $219k | 3.8k | 58.46 |
|
|
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $212k | NEW | 3.0k | 70.75 |
|
Chevron Corporation (CVX) | 0.2 | $209k | 1.2k | 168.62 |
|
|
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.2 | $205k | -6% | 5.3k | 38.65 |
|
3M Company (MMM) | 0.2 | $193k | -4% | 2.1k | 93.64 |
|
First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.2 | $188k | -17% | 4.1k | 45.95 |
|
Bank of New York Mellon Corporation (BK) | 0.2 | $187k | -6% | 4.4k | 42.65 |
|
General Mills (GIS) | 0.2 | $185k | +3% | 2.9k | 63.99 |
|
Ball Corporation (BALL) | 0.2 | $178k | 3.6k | 49.78 |
|
|
CVS Caremark Corporation (CVS) | 0.2 | $163k | 2.3k | 69.82 |
|
|
Wp Carey (WPC) | 0.2 | $147k | -80% | 2.7k | 54.09 |
|
Past Filings by Laraway Financial Advisors
SEC 13F filings are viewable for Laraway Financial Advisors going back to 2021
- 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