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LFA

Laraway Financial Advisors Portfolio holdings

AUM $165M
1-Year Est. Return 37.88%
This Fund
S&P 500
This Quarter Est. Return
+9.28%
1 Year Est. Return
+37.88%
3 Year Est. Return
+92.27%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$146M
AUM Growth
+$14.6M
Cap. Flow
+$3.72M
Cap. Flow %
2.54%
Top 10 Hldgs %
38.69%
Holding
127
New
3
Increased
61
Reduced
23
Closed
2

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1M
2
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$727K
3
VTV icon
Vanguard Morningstar Value ETF
VTV
+$309K
4
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$284K
5
MDT icon
Medtronic
MDT
+$229K

Top Sells

Rank Stock Value
1
DEO icon
Diageo
DEO
+$198K
2
NVDA icon
NVIDIA
NVDA
+$157K
3
GIS icon
General Mills
GIS
+$140K
4
AAPL icon
Apple
AAPL
+$34.3K
5
NFLX icon
Netflix
NFLX
+$30.5K

Sector Composition

Rank Sector Weight
1 Technology 18.91%
2 Communication Services 7.6%
3 Financials 7.08%
4 Healthcare 6.35%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
51
Home Depot
HD
$355B
$657K 0.45%
1,622
– –
UHS icon
52
Universal Health Services
UHS
$10.5B
$644K 0.44%
3,150
– –
ITW icon
53
Illinois Tool Works
ITW
$85.3B
$639K 0.44%
2,450
– –
XEL icon
54
Xcel Energy
XEL
$48.8B
$633K 0.43%
7,855
+10
+0.1% +$723
PEP icon
55
PepsiCo
PEP
$190B
$626K 0.43%
4,457
– –
ERIE icon
56
Erie Indemnity
ERIE
$13.2B
$624K 0.43%
1,960
– –
SCHP icon
57
Schwab US TIPS ETF
SCHP
$16.3B
$622K 0.42%
23,080
+24
+0.1% +$642
SPBO icon
58
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$2.1B
$590K 0.4%
19,908
+50
+0.3% +$1.46K
KO icon
59
Coca-Cola
KO
$375B
$584K 0.4%
8,805
+13
+0.1% +$895
SCHE icon
60
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$574K 0.39%
17,196
– –
SCHZ icon
61
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$572K 0.39%
24,392
-199
-0.8% -$4.62K
JEPI icon
62
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
$567K 0.39%
9,936
+1,751
+21% +$99.4K
PG icon
63
Procter & Gamble
PG
$339B
$565K 0.39%
3,680
– –
DKS icon
64
Dick's Sporting Goods
DKS
$18.7B
$544K 0.37%
2,446
+11
+0.5% +$2.39K
FLRN icon
65
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.09B
$515K 0.35%
16,685
– –
WDC icon
66
Western Digital
WDC
$150B
$513K 0.35%
4,275
– –
VYM icon
67
Vanguard High Dividend Yield ETF
VYM
$82.8B
$500K 0.34%
3,548
+562
+19% +$77.2K
FDX icon
68
FedEx
FDX
$75.4B
$486K 0.33%
2,060
+50
+2% +$11.5K
PM icon
69
Philip Morris
PM
$295B
$474K 0.32%
2,925
– –
CDW icon
70
CDW
CDW
$17B
$453K 0.31%
2,845
– –
SPMD icon
71
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
$448K 0.31%
7,834
+1,103
+16% +$62.1K
SLYG icon
72
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.2B
$447K 0.3%
4,735
– –
CSCO icon
73
Cisco
CSCO
$479B
$446K 0.3%
6,516
+1
+0% +$68
NVO
74
Novo Nordisk
NVO
$209B
$444K 0.3%
8,006
+600
+8% +$35.1K
CAT icon
75
Caterpillar
CAT
$387B
$436K 0.3%
913
+100
+12% +$42.7K
1 2
3
4 5

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Laraway Financial Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Laraway Financial Advisors held 127 positions worth $146M, up 11% from $132M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 3.9%. Laraway Financial Advisors opened 3 new positions and exited 2, leaving the 127-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Communication Services and Financials.

  • Laraway Financial Advisors's largest Q3 2025 buy was Berkshire Hathaway Class A: 1 share worth $754K.
  • Laraway Financial Advisors added most to Berkshire Hathaway Class B in Q3 2025, an estimated $1M increase.
  • Laraway Financial Advisors's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $157K.
  • Laraway Financial Advisors fully exited Diageo in Q3 2025, selling an estimated $198K.
  • Laraway Financial Advisors's ten largest holdings make up 39% of its $146M portfolio in Q3 2025.
  • Laraway Financial Advisors opened 3 new positions and closed 2 in Q3 2025.
  • Laraway Financial Advisors's portfolio value rose 11% quarter-over-quarter to $146M.

Based on Laraway Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.