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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
NVS icon
101
Novartis
NVS
$297B
$316K 0.22%
2,467
– –
XLE icon
102
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$314K 0.21%
7,020
+110
+2% +$4.82K
VOO icon
103
Vanguard S&P 500 ETF
VOO
$1.01T
$312K 0.21%
510
+1
+0.2% +$589
CVX icon
104
Chevron
CVX
$366B
$309K 0.21%
1,992
+222
+13% +$34.4K
SPYG icon
105
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.5B
$305K 0.21%
2,914
+16
+0.6% +$1.59K
EMR icon
106
Emerson Electric
EMR
$88.3B
$299K 0.2%
2,280
– –
TSM icon
107
TSMC
TSM
$2.18T
$290K 0.2%
1,037
+100
+11% +$24.5K
MRK icon
108
Merck
MRK
$318B
$289K 0.2%
3,443
+301
+10% +$24.8K
BA icon
109
Boeing
BA
$185B
$289K 0.2%
1,338
– –
CAH icon
110
Cardinal Health
CAH
$55.4B
$287K 0.2%
1,826
-5
-0.3% -$772
ADP icon
111
Automatic Data Processing
ADP
$108B
$280K 0.19%
955
– –
PYPL icon
112
PayPal
PYPL
$50.5B
$277K 0.19%
4,128
– –
TSLA icon
113
Tesla
TSLA
$1.3T
$276K 0.19%
+621
New +$215K
GS icon
114
Goldman Sachs
GS
$303B
$271K 0.18%
340
+40
+13% +$29.6K
FDL icon
115
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.82B
$257K 0.18%
5,913
+562
+11% +$24.4K
CVS icon
116
CVS Health
CVS
$122B
$255K 0.17%
3,381
+296
+10% +$20.3K
SCHD icon
117
Schwab US Dividend Equity ETF
SCHD
$105B
$249K 0.17%
9,136
+272
+3% +$7.42K
PFE icon
118
Pfizer
PFE
$153B
$249K 0.17%
9,759
+550
+6% +$13.6K
TM icon
119
Toyota
TM
$225B
$248K 0.17%
1,300
– –
HIDV icon
120
AB US High Dividend ETF
HIDV
$213M
$247K 0.17%
3,133
+32
+1% +$2.45K
MDT icon
121
Medtronic
MDT
$112B
$238K 0.16%
+2,494
New +$229K
INGR icon
122
Ingredion
INGR
$6.58B
$205K 0.14%
1,677
+1
+0.1% +$129
BALL icon
123
Ball Corp
BALL
$16.8B
$180K 0.12%
3,576
– –
TOTL icon
124
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.03B
$174K 0.12%
4,290
– –
FICO icon
125
Fair Isaac
FICO
$22.5B
$150K 0.1%
100
– –
2 3 4
5
6

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CPL
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SCP
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COA
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GAAM
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OO
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CCM
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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.