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