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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
LMBS icon
76
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.38B
$433K 0.3%
8,697
-396
-4% -$19.6K
BNY
77
Bank of New York Mellon
BNY
$107B
$428K 0.29%
3,924
– –
STZ icon
78
Constellation Brands
STZ
$23.2B
$426K 0.29%
3,165
– –
SPTM icon
79
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$422K 0.29%
5,239
+1,422
+37% +$111K
INTC icon
80
Intel
INTC
$513B
$422K 0.29%
12,571
– –
YEAR icon
81
AB Ultra Short Income ETF
YEAR
$1.51B
$421K 0.29%
8,317
+715
+9% +$36.2K
VZ icon
82
Verizon
VZ
$196B
$421K 0.29%
9,584
+655
+7% +$28.4K
ABBV icon
83
AbbVie
ABBV
$435B
$410K 0.28%
1,772
– –
RDVY icon
84
First Trust Rising Dividend Achievers ETF
RDVY
$25.6B
$410K 0.28%
6,091
+1
+0% +$65
WPC icon
85
W.P. Carey
WPC
$16.4B
$409K 0.28%
6,056
– –
SPYM
86
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
$399K 0.27%
5,096
-12
-0.2% -$905
SDVY icon
87
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.8B
$394K 0.27%
10,351
+177
+2% +$6.57K
DIS icon
88
Walt Disney
DIS
$181B
$392K 0.27%
3,422
– –
CMCSA icon
89
Comcast
CMCSA
$90B
$388K 0.26%
12,335
+350
+3% +$11.7K
AFL icon
90
Aflac
AFL
$62.6B
$380K 0.26%
3,400
– –
VCIT icon
91
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$376K 0.26%
4,465
+167
+4% +$13.9K
NKE icon
92
Nike
NKE
$61.9B
$373K 0.25%
5,354
– –
SCHH icon
93
Schwab US REIT ETF
SCHH
$11.4B
$364K 0.25%
16,853
-133
-0.8% -$2.84K
BND icon
94
Vanguard Total Bond Market
BND
$158B
$358K 0.24%
4,815
+115
+2% +$8.47K
MMM icon
95
3M
MMM
$94.3B
$356K 0.24%
2,291
+1
+0% +$154
SPSM icon
96
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$355K 0.24%
7,670
-98
-1% -$4.39K
WFC icon
97
Wells Fargo
WFC
$264B
$350K 0.24%
4,181
+1
+0% +$81
USB icon
98
US Bancorp
USB
$99.6B
$348K 0.24%
7,198
– –
VGSH icon
99
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$331K 0.23%
5,619
-265
-5% -$15.5K
RIGS icon
100
ALPS Strategic Income Fund
RIGS
$60.8M
$326K 0.22%
14,010
+4
+0% +$93
2 3
4
5 6

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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.