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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
-1.88%
1 Year Est. Return
+37.88%
3 Year Est. Return
+92.27%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$126M
AUM Growth
-$3.92M
Cap. Flow
-$3.91M
Cap. Flow %
-3.11%
Top 10 Hldgs %
36.95%
Holding
122
New
4
Increased
41
Reduced
45
Closed
–

Top Buys

Rank Stock Value
1
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$737K
2
VTV icon
Vanguard Morningstar Value ETF
VTV
+$659K
3
WMT icon
Walmart Inc
WMT
+$525K
4
WPC icon
W.P. Carey
WPC
+$355K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$235K

Top Sells

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$7.63M
2
WDC icon
Western Digital
WDC
+$74.1K
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$54.4K
4
AAPL icon
Apple
AAPL
+$47K
5
HD icon
Home Depot
HD
+$39K

Sector Composition

Rank Sector Weight
1 Technology 16.53%
2 Healthcare 7.66%
3 Communication Services 6.5%
4 Financials 6.46%
5 Consumer Staples 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGSH icon
76
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$401K 0.32%
6,832
+2
+0% +$117
AFL icon
77
Aflac
AFL
$62.6B
$378K 0.3%
3,400
– –
WPC icon
78
W.P. Carey
WPC
$16.4B
$378K 0.3%
+5,989
New +$355K
VYM icon
79
Vanguard High Dividend Yield ETF
VYM
$82.8B
$377K 0.3%
2,921
+575
+25% +$75.3K
ABBV icon
80
AbbVie
ABBV
$435B
$376K 0.3%
1,796
+1
+0.1% +$194
SCHH icon
81
Schwab US REIT ETF
SCHH
$11.4B
$365K 0.29%
16,983
-107
-0.6% -$2.29K
DIS icon
82
Walt Disney
DIS
$181B
$357K 0.28%
3,622
-49
-1% -$5.27K
VCIT icon
83
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$351K 0.28%
4,298
– –
SDVY icon
84
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.8B
$351K 0.28%
10,474
+3,660
+54% +$131K
BND icon
85
Vanguard Total Bond Market
BND
$158B
$345K 0.27%
4,700
– –
SPMD icon
86
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
$344K 0.27%
6,728
-38
-0.6% -$2.07K
NKE icon
87
Nike
NKE
$61.9B
$340K 0.27%
5,354
– –
MMM icon
88
3M
MMM
$94.3B
$336K 0.27%
2,288
+1
+0% +$147
XLE icon
89
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$334K 0.27%
7,154
+1,606
+29% +$72.4K
SPYM
90
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
$329K 0.26%
5,002
+345
+7% +$23.9K
RDVY icon
91
First Trust Rising Dividend Achievers ETF
RDVY
$25.6B
$327K 0.26%
5,589
+11
+0.2% +$669
BNY
92
Bank of New York Mellon
BNY
$107B
$327K 0.26%
3,897
-125
-3% -$10.5K
RIGS icon
93
ALPS Strategic Income Fund
RIGS
$60.8M
$323K 0.26%
14,002
+3
+0% +$69
SPSM icon
94
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$317K 0.25%
7,765
-60
-0.8% -$2.64K
USB icon
95
US Bancorp
USB
$99.6B
$304K 0.24%
7,198
– –
ADP icon
96
Automatic Data Processing
ADP
$108B
$301K 0.24%
986
-50
-5% -$15.1K
WFC icon
97
Wells Fargo
WFC
$264B
$300K 0.24%
4,180
-249
-6% -$18.7K
MRK icon
98
Merck
MRK
$318B
$282K 0.22%
3,142
-250
-7% -$23.3K
NVS icon
99
Novartis
NVS
$297B
$275K 0.22%
2,467
– –
PYPL icon
100
PayPal
PYPL
$50.5B
$269K 0.21%
4,128
-100
-2% -$7.79K
1 2 3
4
5

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Laraway Financial Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Laraway Financial Advisors held 122 positions worth $126M, down 3% from $130M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Laraway Financial Advisors withdrew a net $3.91M in Q1 2025, reducing 45 holdings. Its largest reduction was Eli Lilly, cutting an estimated $7.63M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, down from 18% a quarter earlier, followed by Healthcare and Communication Services.

Against the trend, Laraway Financial Advisors opened a new position in W.P. Carey worth $378K.

  • Laraway Financial Advisors's largest Q1 2025 buy was W.P. Carey: 5,989 shares worth $378K.
  • Laraway Financial Advisors added most to Vanguard Morningstar Growth ETF in Q1 2025, an estimated $737K increase.
  • Laraway Financial Advisors's biggest Q1 2025 reduction was Eli Lilly, cutting an estimated $7.63M.
  • Laraway Financial Advisors's ten largest holdings make up 37% of its $126M portfolio in Q1 2025.
  • Laraway Financial Advisors opened 4 new positions and closed 0 in Q1 2025.
  • Laraway Financial Advisors's portfolio value fell 3% quarter-over-quarter to $126M.

Based on Laraway Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.