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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
+4.34%
1 Year Est. Return
+37.88%
3 Year Est. Return
+92.27%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$153M
AUM Growth
+$7.01M
Cap. Flow
+$2.46M
Cap. Flow %
1.6%
Top 10 Hldgs %
38.93%
Holding
131
New
6
Increased
36
Reduced
57
Closed
–

Top Buys

Rank Stock Value
1
FEGE
First Eagle Global Equity ETF
FEGE
+$329K
2
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$317K
3
MU icon
Micron Technology
MU
+$306K
4
BND icon
Vanguard Total Bond Market
BND
+$292K
5
VTV icon
Vanguard Morningstar Value ETF
VTV
+$275K

Top Sells

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$129K
2
AAPL icon
Apple
AAPL
+$100K
3
MSFT icon
Microsoft
MSFT
+$91.7K
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$75.6K
5
STZ icon
Constellation Brands
STZ
+$74.1K

Sector Composition

Rank Sector Weight
1 Technology 18.51%
2 Communication Services 7.72%
3 Financials 6.86%
4 Healthcare 6.81%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BNY
76
Bank of New York Mellon
BNY
$107B
$456K 0.3%
3,925
+1
+0% +$111
INTC icon
77
Intel
INTC
$513B
$449K 0.29%
12,171
-400
-3% -$15.1K
SLYG icon
78
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.2B
$446K 0.29%
4,735
– –
RDVY icon
79
First Trust Rising Dividend Achievers ETF
RDVY
$25.6B
$432K 0.28%
6,224
+133
+2% +$9.04K
YEAR icon
80
AB Ultra Short Income ETF
YEAR
$1.51B
$430K 0.28%
8,522
+205
+2% +$10.4K
NVO
81
Novo Nordisk
NVO
$209B
$407K 0.27%
8,006
– –
SDVY icon
82
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.8B
$405K 0.26%
10,577
+226
+2% +$8.58K
LMBS icon
83
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.38B
$405K 0.26%
8,101
-596
-7% -$29.8K
SPYM
84
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
$405K 0.26%
5,044
-52
-1% -$4.14K
ABBV icon
85
AbbVie
ABBV
$435B
$404K 0.26%
1,767
-5
-0.3% -$1.14K
SPSM icon
86
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$396K 0.26%
8,445
+775
+10% +$36.1K
WFC icon
87
Wells Fargo
WFC
$264B
$390K 0.25%
4,181
– –
USB icon
88
US Bancorp
USB
$99.6B
$384K 0.25%
7,198
– –
MU icon
89
Micron Technology
MU
$991B
$381K 0.25%
+1,335
New +$306K
CAH icon
90
Cardinal Health
CAH
$55.4B
$375K 0.24%
1,826
– –
AFL icon
91
Aflac
AFL
$62.6B
$375K 0.24%
3,400
– –
VZ icon
92
Verizon
VZ
$196B
$373K 0.24%
9,167
-417
-4% -$16.9K
VCIT icon
93
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$371K 0.24%
4,434
-31
-0.7% -$2.6K
VOO icon
94
Vanguard S&P 500 ETF
VOO
$1.01T
$371K 0.24%
591
+81
+16% +$50.3K
MMM icon
95
3M
MMM
$94.3B
$367K 0.24%
2,292
+1
+0% +$164
DIS icon
96
Walt Disney
DIS
$181B
$367K 0.24%
3,222
-200
-6% -$22K
MRK icon
97
Merck
MRK
$318B
$362K 0.24%
3,443
– –
STZ icon
98
Constellation Brands
STZ
$23.2B
$362K 0.24%
2,625
-540
-17% -$74.1K
CDW icon
99
CDW
CDW
$17B
$360K 0.23%
2,645
-200
-7% -$29.5K
CMCSA icon
100
Comcast
CMCSA
$90B
$358K 0.23%
11,985
-350
-3% -$9.99K
2 3
4
5 6

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Laraway Financial Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Laraway Financial Advisors held 131 positions worth $153M, up 4.8% from $146M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 4.6%. Laraway Financial Advisors opened 6 new positions and made no exits, leaving the 131-position portfolio largely intact.

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

  • Laraway Financial Advisors's largest Q4 2025 buy was First Eagle Global Equity ETF: 7,300 shares worth $336K.
  • Laraway Financial Advisors added most to Vanguard Morningstar Growth ETF in Q4 2025, an estimated $317K increase.
  • Laraway Financial Advisors's biggest Q4 2025 reduction was Eli Lilly, cutting an estimated $129K.
  • Laraway Financial Advisors's ten largest holdings make up 39% of its $153M portfolio in Q4 2025.
  • Laraway Financial Advisors opened 6 new positions and closed 0 in Q4 2025.
  • Laraway Financial Advisors's portfolio value rose 4.8% quarter-over-quarter to $153M.

Based on Laraway Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.