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Size ($ in 1000's)
At 12/31/2023: $105,178
At 09/30/2023: $95,987
Laraway Financial Advisors Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Laraway Financial Advisors Inc 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Laraway Financial Advisors Inc top holdings by largest position size, as per the latest 13f filing made by Laraway Financial Advisors Inc.
In the Laraway Financial Advisors Inc-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Laraway Financial Advisors Inc in that top holding, then the share count change between reporting periods, and finally the Laraway Financial Advisors Inc top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| APPLE INC |
50,138 |
-986 |
$9,653 | | AAPL | 50,138 | -986 | $9,653 | | VANGUARD INDEX FDS (VTV) |
25,999 |
+965 |
$3,887 | | VTV | 25,999 | +965 | $3,887 | | SPDR S&P 500 ETF (SPY) |
8,159 |
+197 |
$3,878 | | SPY | 8,159 | +197 | $3,878 | | VANGUARD INDEX FDS (VUG) |
12,235 |
+189 |
$3,804 | | VUG | 12,235 | +189 | $3,804 | | VANGUARD TAX MANAGED FDS (VEA) |
72,568 |
-300 |
$3,476 | | VEA | 72,568 | -300 | $3,476 | | MICROSOFT CORP |
9,151 |
-215 |
$3,441 | | MSFT | 9,151 | -215 | $3,441 | | SELECT SECTOR SPDR TR (XLV) |
24,692 |
UNCH |
$3,368 | | XLV | 24,692 | UNCH | $3,368 | | SELECT SECTOR SPDR TR (XLF) |
61,863 |
-67 |
$2,326 | | XLF | 61,863 | -67 | $2,326 |  BERKSHIRE HATHAWAY INC DEL |
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$2,291 | | BRK.B | 6,423 | UNCH | $2,291 | | ALPHABET INC. |
16,345 |
-215 |
$2,283 | | GOOGL | 16,345 | -215 | $2,283 | | SPDR SER TR (SPSB) |
71,638 |
-2,963 |
$2,133 | | SPSB | 71,638 | -2,963 | $2,133 | | SELECT SECTOR SPDR TR (XLK) |
10,827 |
UNCH |
$2,084 | | XLK | 10,827 | UNCH | $2,084 | | INVESCO EXCHANGE TRADED FD T (RSP) |
12,919 |
-296 |
$2,039 | | RSP | 12,919 | -296 | $2,039 | | INVESCO EXCHANGE TRADED FD T (XLG) |
53,529 |
-373 |
$2,019 | | XLG | 53,529 | -373 | $2,019 | | SPDR SER TR (SPAB) |
70,212 |
-4,423 |
$1,800 | | SPAB | 70,212 | -4,423 | $1,800 | | UNITEDHEALTH GROUP INC |
3,219 |
-74 |
$1,695 | | UNH | 3,219 | -74 | $1,695 | | LILLY ELI & CO |
2,897 |
-104 |
$1,689 | | LLY | 2,897 | -104 | $1,689 | | AMAZON.COM INC |
10,210 |
+19 |
$1,551 | | AMZN | 10,210 | +19 | $1,551 | | SPDR SER TR (SLYV) |
18,053 |
UNCH |
$1,504 | | SLYV | 18,053 | UNCH | $1,504 | | VANGUARD INDEX FDS (VO) |
6,139 |
+34 |
$1,428 | | VO | 6,139 | +34 | $1,428 | | NVIDIA CORP |
2,667 |
-103 |
$1,321 | | NVDA | 2,667 | -103 | $1,321 | | SELECT SECTOR SPDR TR (XLU) |
20,693 |
+30 |
$1,311 | | XLU | 20,693 | +30 | $1,311 | | THERMO FISHER SCIENTIFIC INC |
2,468 |
UNCH |
$1,310 | | TMO | 2,468 | UNCH | $1,310 | | HARTFORD FDS EXCHANGE TRADED (HTRB) |
36,919 |
-1,093 |
$1,256 | | HTRB | 36,919 | -1,093 | $1,256 | | COSTCO WHOLESALE CO |
1,837 |
-25 |
$1,213 | | COST | 1,837 | -25 | $1,213 | | SPDR INDEX SHS FDS (CWI) |
41,449 |
-790 |
$1,121 | | CWI | 41,449 | -790 | $1,121 | | INVESCO EXCH TRADED FD TR II (SPLV) |
17,368 |
-50 |
$1,088 | | SPLV | 17,368 | -50 | $1,088 | | SCHWAB STRATEGIC TR |
22,529 |
-726 |
$1,064 | | SCHA | 22,529 | -726 | $1,064 | | NETFLIX INC |
2,125 |
UNCH |
$1,035 | | NFLX | 2,125 | UNCH | $1,035 | | FIRST TR EXCHNG TRADED FD VI (FIXD) |
21,436 |
-1,781 |
$956 | | FIXD | 21,436 | -1,781 | $956 | | ALPHABET INC. |
6,722 |
UNCH |
$947 | | GOOG | 6,722 | UNCH | $947 | | META PLATFORMS INC |
2,662 |
UNCH |
$942 | | META | 2,662 | UNCH | $942 | | VANGUARD SCOTTSDALE FDS (VGIT) |
15,374 |
-150 |
$912 | | VGIT | 15,374 | -150 | $912 | | J P MORGAN EXCHANGE TRADED F (JPST) |
17,698 |
-802 |
$889 | | JPST | 17,698 | -802 | $889 | | WALMART INC |
5,489 |
UNCH |
$865 | | WMT | 5,489 | UNCH | $865 | | CONSTELLATION BRAND |
3,240 |
UNCH |
$783 | | STZ | 3,240 | UNCH | $783 | | NOVO NORDISK A S |
7,356 |
-300 |
$761 | | NVO | 7,356 | -300 | $761 | | JOHNSON & JOHNSON |
4,831 |
+87 |
$757 | | JNJ | 4,831 | +87 | $757 | | LOWES COMPANIES INC |
3,376 |
UNCH |
$751 | | LOW | 3,376 | UNCH | $751 | | TJX COS INC NEW |
7,845 |
-62 |
$736 | | TJX | 7,845 | -62 | $736 | | ERIE INDEMNITY CO |
2,190 |
UNCH |
$733 | | ERIE | 2,190 | UNCH | $733 | | ORACLE CORP |
6,934 |
+25 |
$731 | | ORCL | 6,934 | +25 | $731 | | LAM RESEARCH CORP |
931 |
UNCH |
$729 | | LRCX | 931 | UNCH | $729 | | SCHWAB STRATEGIC TR |
13,893 |
-938 |
$725 | | SCHP | 13,893 | -938 | $725 | | ILLINOIS TOOL WORKS |
2,650 |
UNCH |
$694 | | ITW | 2,650 | UNCH | $694 | | PEPSICO INC |
4,008 |
UNCH |
$681 | | PEP | 4,008 | UNCH | $681 | | VALERO ENERGY CORP |
5,213 |
-25 |
$678 | | VLO | 5,213 | -25 | $678 | | PARKER HANNIFIN CORP |
1,465 |
-20 |
$675 | | PH | 1,465 | -20 | $675 | | CDW CORP |
2,907 |
-100 |
$661 | | CDW | 2,907 | -100 | $661 | | NEXTERA ENERGY INC |
10,737 |
+13 |
$652 | | NEE | 10,737 | +13 | $652 |
See Full List: All Stocks Held By Laraway Financial Advisors Inc
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Laraway Financial Advisors Inc
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