Laraway Financial
Latest statistics and disclosures from Laraway Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, XLV, VTV, SPY, VEA, and represent 21.74% of Laraway Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: WPC, VUG, VEA, BALL, VTV, SPY, SCHA, FIXD, VCIT, BND.
- Started 2 new stock positions in WPC, BALL.
- Reduced shares in these 10 stocks: VO, Bscm etf, WFC, MSFT, , AAPL, UNH, SPLV, XLG, RSP.
- Sold out of its positions in Bscm etf, VGLT, WFC.
- Laraway Financial Advisors was a net seller of stock by $-650k.
- Laraway Financial Advisors has $96M in assets under management (AUM), dropping by 6.83%.
- 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 102 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 7.6 | $7.3M | 56k | 129.93 | ||
Select Sector Health Sbi Healthcare (XLV) | 3.8 | $3.6M | 27k | 135.85 | ||
Vanguard Value Etf Iv Value Etf (VTV) | 3.6 | $3.5M | +4% | 25k | 140.37 | |
Spdr S&p 500 Etf Tr Unit (SPY) | 3.4 | $3.3M | +4% | 8.5k | 382.44 | |
Vanguard Ftse Developed Ftse Dev Mkt Etf (VEA) | 3.3 | $3.2M | +7% | 76k | 41.97 | |
Microsoft Corporation (MSFT) | 2.7 | $2.6M | -6% | 11k | 239.82 | |
Vanguard Growth Etf Growth Etf (VUG) | 2.7 | $2.6M | +9% | 12k | 213.10 | |
Spdr Short Term Portfolio Short (SPSB) | 2.4 | $2.3M | 78k | 29.38 | ||
Select Str Financial Financial (XLF) | 2.4 | $2.3M | 67k | 34.20 | ||
Berkshire Hathaway CL B New (BRK.B) | 2.2 | $2.1M | 6.8k | 308.90 | ||
Invesco S&p 500 Equal S&p500 Eql Wgt (RSP) | 2.0 | $1.9M | -2% | 14k | 141.25 | |
UnitedHealth (UNH) | 2.0 | $1.9M | -4% | 3.6k | 530.24 | |
Spdr Aggregate Bond Etf Portfolio Agrgte (SPAB) | 2.0 | $1.9M | 77k | 25.13 | ||
Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $1.6M | 18k | 88.23 | ||
Setup an alertLaraway Financial will file the next quarterly 13-HR in about 2 months. Would you like to be notified? |
||||||
Thermo Fisher Scientific (TMO) | 1.6 | $1.6M | 2.8k | 550.69 | ||
Select Sector Uti Select Sbi Int-utils (XLU) | 1.6 | $1.6M | 22k | 70.50 | ||
Invesco S&p 500 Top 50 S&p 500 Top 50 (XLG) | 1.6 | $1.5M | -4% | 5.6k | 275.96 | |
Technology Select Sector Technology (XLK) | 1.5 | $1.5M | -2% | 12k | 124.44 | |
Hartford Total Return Total Rtrn Etf (HTRB) | 1.5 | $1.4M | 44k | 33.04 | ||
SPDR Ser Tr S&P 600 SMCP VAL S&p 600 Smcp Val (SLYV) | 1.5 | $1.4M | 19k | 74.22 | ||
Eli Lilly & Co. (LLY) | 1.4 | $1.3M | -2% | 3.6k | 365.85 | |
Vanguard Mid Cap Etf Mid Cap Etf (VO) | 1.3 | $1.2M | -35% | 3.8k | 327.25 | |
Invesco S&p 500 Low S&p500 Low Vol (SPLV) | 1.2 | $1.1M | -6% | 18k | 63.90 | |
First Trust Tcw Tcw Opportunis (FIXD) | 1.2 | $1.1M | +3% | 25k | 43.92 | |
Wp Carey (WPC) | 1.1 | $1.1M | NEW | 14k | 78.15 | |
Nextera Energy (NEE) | 1.1 | $1.1M | 13k | 83.60 | ||
Spdr Msci Acwi Ex-us Msci Acwi Exus (CWI) | 1.1 | $1.1M | -3% | 44k | 24.06 | |
Vanguard Intrmdiat Trm Inter Term Treas (VGIT) | 1.1 | $1.0M | 18k | 58.48 | ||
Schwab Us Small Cap Etf Us Sml Cap Etf (SCHA) | 1.1 | $1.0M | +5% | 25k | 40.51 | |
Costco Wholesale Corporation (COST) | 1.0 | $970k | 2.1k | 456.50 | ||
Johnson & Johnson (JNJ) | 1.0 | $921k | 5.2k | 176.66 | ||
Schwab Us Tips Etf Us Tips Etf (SCHP) | 0.9 | $901k | 17k | 51.79 | ||
Amazon (AMZN) | 0.9 | $898k | 11k | 84.00 | ||
Jpmorgan Ultra Short Ultra Shrt Inc (JPST) | 0.9 | $875k | -5% | 18k | 50.13 | |
Wal-Mart Stores (WMT) | 0.9 | $862k | 6.1k | 141.78 | ||
Constellation Brand Cl A (STZ) | 0.9 | $839k | 3.6k | 230.99 | ||
Pepsi (PEP) | 0.8 | $798k | 4.4k | 180.68 | ||
Lowe's Companies (LOW) | 0.8 | $797k | 4.0k | 199.23 | ||
Nike CL B (NKE) | 0.8 | $771k | 6.6k | 117.01 | ||
Valero Energy Corporation (VLO) | 0.8 | $734k | 5.8k | 126.86 | ||
TJX Companies (TJX) | 0.7 | $717k | 9.0k | 79.60 | ||
Schwab Us Aggregate Bond Us Aggregate B (SCHZ) | 0.7 | $709k | 16k | 45.65 | ||
Spdr Bloomberg Int Grd Blomberg BRC INV (FLRN) | 0.7 | $693k | 23k | 30.39 | ||
Oracle Corporation (ORCL) | 0.7 | $673k | 8.2k | 81.74 | ||
AmerisourceBergen (ABC) | 0.7 | $648k | 3.9k | 165.70 | ||
Alphabet Cap Stk Cl C (GOOG) | 0.7 | $647k | 7.3k | 88.73 | ||
Xcel Energy (XEL) | 0.7 | $643k | 9.2k | 70.11 | ||
Illinois Tool Works (ITW) | 0.7 | $639k | 2.9k | 220.30 | ||
Netflix (NFLX) | 0.7 | $625k | 2.1k | 294.88 | ||
Visa Com Cl A (V) | 0.6 | $613k | 3.0k | 207.76 | ||
Cdw (CDW) | 0.6 | $606k | 3.4k | 178.59 | ||
Coca-Cola Company (KO) | 0.6 | $601k | 9.4k | 63.61 | ||
Procter & Gamble Company (PG) | 0.6 | $582k | 3.8k | 151.56 | ||
Spdr Portfolio Corporate Portfolio Crport (SPBO) | 0.6 | $581k | 21k | 28.38 | ||
Spdr Bloomberg Convrtbl BLMBRG BRC CNVRT (CWB) | 0.6 | $580k | 9.0k | 64.34 | ||
Quanta Services (PWR) | 0.6 | $568k | 4.0k | 142.50 | ||
Frst Trt Low Drtn Fst Low Oppt Eft (LMBS) | 0.6 | $548k | -4% | 12k | 47.41 | |
Erie Indemnity Cl A (ERIE) | 0.6 | $547k | 2.2k | 248.72 | ||
JPMorgan Chase & Co. (JPM) | 0.6 | $546k | 4.1k | 134.10 | ||
Comcast Corp Cl A (CMCSA) | 0.6 | $530k | 15k | 34.97 | ||
Universal Hlth Svcs CL B (UHS) | 0.5 | $524k | 3.7k | 140.89 | ||
Pfizer (PFE) | 0.5 | $512k | -5% | 10k | 51.24 | |
Vanguard Short Term Short Term Treas (VGSH) | 0.5 | $501k | 8.7k | 57.82 | ||
Home Depot (HD) | 0.5 | $493k | 1.6k | 315.86 | ||
Schwab Emerging Markets Emrg Mkteq Etf (SCHE) | 0.5 | $468k | 20k | 23.67 | ||
Parker-Hannifin Corporation (PH) | 0.5 | $466k | 1.6k | 291.00 | ||
NVIDIA Corporation (NVDA) | 0.5 | $454k | 3.1k | 146.14 | ||
Merck & Co (MRK) | 0.5 | $446k | 4.0k | 110.95 | ||
Discover Financial Services (DFS) | 0.5 | $431k | 4.4k | 97.83 | ||
Diageo Plc F Spon Adr New (DEO) | 0.4 | $416k | 2.3k | 178.19 | ||
FedEx Corporation (FDX) | 0.4 | $413k | 2.4k | 173.20 | ||
Intel Corporation (INTC) | 0.4 | $412k | -2% | 16k | 26.43 | |
Raytheon Technologies Corp (RTX) | 0.4 | $409k | 4.0k | 100.92 | ||
Boeing Company (BA) | 0.4 | $406k | 2.1k | 190.49 | ||
Meta Platforms Cl A (META) | 0.4 | $394k | -3% | 3.3k | 120.34 | |
Lam Research Corporation (LRCX) | 0.4 | $391k | 931.00 | 420.30 | ||
Cisco Systems (CSCO) | 0.4 | $384k | 8.1k | 47.64 | ||
Dick's Sporting Goods (DKS) | 0.4 | $376k | 3.1k | 120.29 | ||
Charles Schwab Us Reit Us Reit Etf (SCHH) | 0.4 | $373k | 19k | 19.29 | ||
Walt Disney Company (DIS) | 0.4 | $372k | -3% | 4.3k | 86.88 | |
SPDR Ser Tr S&P 600 SMCP GRW S&P 600 SMCP GRW (SLYG) | 0.4 | $371k | 5.1k | 72.24 | ||
Riverfront Strategic Rivrfrnt Str Inc (RIGS) | 0.4 | $358k | +2% | 16k | 22.63 | |
U S Bancorp Com New (USB) | 0.4 | $349k | 8.0k | 43.61 | ||
Verizon Communications (VZ) | 0.4 | $345k | -2% | 8.8k | 39.40 | |
Philip Morris International (PM) | 0.4 | $344k | -5% | 3.4k | 101.21 | |
Ft Rising Dividend Risng Divd Achiv (RDVY) | 0.3 | $306k | 7.0k | 43.92 | ||
3M Company (MMM) | 0.3 | $302k | 2.5k | 119.93 | ||
Select Sector Spdr Tr Energy Energy (XLE) | 0.3 | $299k | -6% | 3.4k | 87.47 | |
Abbvie (ABBV) | 0.3 | $294k | 1.8k | 161.60 | ||
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $282k | +10% | 3.9k | 71.84 | |
Paypal Holdings (PYPL) | 0.3 | $274k | -2% | 3.9k | 71.22 | |
Spdr S&p 600 Small Cap S&p 600 Sml Cap (SLY) | 0.3 | $273k | 3.3k | 82.21 | ||
Emerson Electric (EMR) | 0.3 | $269k | 2.8k | 96.06 | ||
Vanguard Scottsdale Fds Int Term Corp (VCIT) | 0.3 | $267k | +11% | 3.4k | 77.51 | |
General Mills (GIS) | 0.3 | $260k | 3.1k | 83.85 | ||
Automatic Data Processing (ADP) | 0.3 | $258k | -3% | 1.1k | 238.87 | |
Novartis Ag F Sponsored Adr (NVS) | 0.3 | $251k | 2.8k | 90.72 | ||
Bank of New York Mellon Corporation (BK) | 0.3 | $249k | -3% | 5.5k | 45.52 | |
Spdr Doubleline Ttl Rtrn Spdr Tr Tactic (TOTL) | 0.3 | $246k | -10% | 6.1k | 40.04 | |
CVS Caremark Corporation (CVS) | 0.2 | $237k | 2.5k | 93.19 | ||
Spdr Portfolio S&p 400 Portfolio S&p400 (SPMD) | 0.2 | $232k | 5.5k | 42.50 | ||
Ball Corporation (BALL) | 0.2 | $183k | NEW | 3.6k | 51.14 |
Past Filings by Laraway Financial Advisors
SEC 13F filings are viewable for Laraway Financial Advisors going back to 2021
- 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