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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 alert

Laraway 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