LF
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Laraway Financial Advisors Inc13F | |
| Laraway Financial Advisors Inc | |
| Last update 2025-05-14 | 122 Stocks (4 new) |
| Value $126.00 Mil | Turnover 3 % |
Laraway Financial Advisors Inc... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 48,111 | 10,686.8 | -0.42% | 8.490 | -0.04% | 0.000 | +10.15% | -14.95% | 3,173,564.3 | Hardware | |
VTV | Vanguard Value ETF | 31,915 | 5,513.1 | +13.44% | 4.380 | +0.52% | 0.000 | +11.77% | +4.80% | 133,164.7 | ||
VUG | Vanguard Growth ETF | 13,689 | 5,076.3 | +15.35% | 4.030 | +0.54% | 0.000 | +31.41% | +9.64% | 165,246.7 | ||
SPY | SPDR S&P 500 ETF Trust | 8,294 | 4,639.4 | +1.06% | 3.690 | +0.04% | 0.000 | +22.72% | +7.92% | 648,753.6 | ||
VEA | Vanguard FTSE Developed Markets ETF | 78,596 | 3,995.0 | +5.71% | 3.170 | +0.17% | 0.000 | +12.87% | +19.22% | 159,422.0 | ||
MSFT | Microsoft Corp | 9,970 | 3,742.6 | -0.47% | 2.970 | -0.02% | 0.000 | +42.29% | +21.48% | 3,791,043.3 | Software | |
XLV | Health Care Select Sector SPDR | 24,322 | 3,551.3 | +1.33% | 2.820 | +0.04% | 0.010 | -1.12% | -4.71% | 32,387.8 | ||
BRK.B | Berkshire Hathaway Inc | 6,298 | 3,354.2 | -0.40% | 2.660 | -0.01% | 0.000 | -6.41% | +4.66% | 1,023,127.5 | Insurance | |
XLF | Financial Select Sector SPDR | 60,329 | 3,005.0 | +0.27% | 2.390 | +0.01% | 0.010 | +14.76% | +8.40% | 51,431.0 | ||
XLG | Invesco S&P 500 Top 50 ETF | 64,079 | 2,948.9 | +2.76% | 2.340 | +0.06% | 0.040 | +26.61% | +6.75% | 9,724.2 |
Laraway Financial Advisors Inc's Historical Top Holdings Breakdowns
Laraway Financial Advisors Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
LLY | Eli Lilly and Co | 2025-03-31 | Reduce Reduce | -1.69% | 725.72 ($832.09) 929.72 | $762.18 | -8.40% | Reduce -76.66% | 2,794 | -9,175 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Add Add | +0.54% | 369.1 ($404.54) 427.61 | $450.00 | 11.24% | Add 15.35% | 13,689 | 1,822 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +0.52% | 167.73 ($174.39) 179.21 | $177.43 | 1.74% | Add 13.44% | 31,915 | 3,781 | |
WMT | Walmart Inc | 2025-03-31 | Add Add | +0.36% | 84.5 ($93.81) 105.05 | $95.67 | 1.98% | Add 32.15% | 22,986 | 5,592 | |
WPC | W.P. Carey Inc | 2025-03-31 | New Buy New Buy | +0.30% | 53.5 ($59.19) 65.05 | $61.83 | 4.46% | New holding | 5,989 | 5,989 | |
FDL |
First Trust Morningstar Dividend Leaders Index Fund
First Trust Morningstar Dividend Leaders Index Fund
| 2025-03-31 | New Buy New Buy | +0.18% | 39.71 ($42.26) 43.88 | $42.40 | 0.33% | New holding | 5,344 | 5,344 | |
SPTM |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
| 2025-03-31 | New Buy New Buy | +0.18% | 67.03 ($71.58) 74.61 | $76.19 | 6.44% | New holding | 3,284 | 3,284 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +0.17% | 47.4 ($50.6) 52.99 | $57.01 | 12.67% | Add 5.71% | 78,596 | 4,244 | |
HIDV | AB US High Dividend ETF | 2025-03-31 | New Buy New Buy | +0.16% | 68.02 ($72.09) 74.71 | $75.10 | 4.17% | New holding | 2,898 | 2,898 | |
JPST | JPMorgan Ultra-Short Income ETF | 2025-03-31 | Add Add | +0.14% | 50.39 ($50.51) 50.66 | $50.60 | 0.18% | Add 17.83% | 23,277 | 3,522 |
Laraway Financial Advisors Inc Total Holding History ($B)
Laraway Financial Advisors Inc's Asset Allocation
Laraway Financial Advisors Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Laraway Financial Advisors Inc's Hypothetical Growth since 2025-03-31
Laraway Financial Advisors Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Laraway Financial Advisors Inc's Holdings Heat Map
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Laraway Financial Advisors Inc's Holdings Bubble Chart
Laraway Financial Advisors Inc News
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