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