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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
SCHH icon
101
Schwab US REIT ETF
SCHH
$11.4B
$352K 0.23%
16,857
+4
+0% +$85
NKE icon
102
Nike
NKE
$61.9B
$341K 0.22%
5,354
– –
NVS icon
103
Novartis
NVS
$297B
$340K 0.22%
2,467
– –
FEGE
104
First Eagle Global Equity ETF
FEGE
$2.33B
$336K 0.22%
+7,300
New +$329K
XLE icon
105
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$329K 0.21%
7,348
+328
+5% +$14.6K
RIGS icon
106
ALPS Strategic Income Fund
RIGS
$60.8M
$323K 0.21%
14,015
+5
+0% +$116
SPYG icon
107
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.5B
$316K 0.21%
2,960
+46
+2% +$4.88K
TSM icon
108
TSMC
TSM
$2.18T
$315K 0.21%
1,037
– –
SCHD icon
109
Schwab US Dividend Equity ETF
SCHD
$105B
$303K 0.2%
11,048
+1,912
+21% +$52K
VGSH icon
110
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$300K 0.2%
5,110
-509
-9% -$29.9K
GS icon
111
Goldman Sachs
GS
$303B
$299K 0.19%
340
– –
EMR icon
112
Emerson Electric
EMR
$88.3B
$289K 0.19%
2,180
-100
-4% -$13.3K
CVX icon
113
Chevron
CVX
$366B
$288K 0.19%
1,892
-100
-5% -$15.2K
FDL icon
114
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.82B
$281K 0.18%
6,329
+416
+7% +$18.1K
TSLA icon
115
Tesla
TSLA
$1.3T
$279K 0.18%
621
– –
TM icon
116
Toyota
TM
$225B
$278K 0.18%
1,300
– –
XOM icon
117
ExxonMobil
XOM
$634B
$278K 0.18%
+2,307
New +$268K
HIDV icon
118
AB US High Dividend ETF
HIDV
$213M
$273K 0.18%
3,388
+255
+8% +$20.3K
BA icon
119
Boeing
BA
$185B
$269K 0.18%
1,238
-100
-7% -$20.6K
CVS icon
120
CVS Health
CVS
$122B
$258K 0.17%
3,256
-125
-4% -$9.85K
ADP icon
121
Automatic Data Processing
ADP
$108B
$246K 0.16%
955
– –
PFE icon
122
Pfizer
PFE
$153B
$243K 0.16%
9,759
– –
AMD icon
123
Advanced Micro Devices
AMD
$789B
$237K 0.15%
+1,108
New +$249K
PYPL icon
124
PayPal
PYPL
$50.5B
$229K 0.15%
3,928
-200
-5% -$13K
FWD icon
125
AB Disruptors ETF
FWD
$3.11B
$223K 0.15%
+2,133
New +$223K
2 3 4
5
6

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CCM
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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.