Laraway Financial Advisors Inc Portfolio Holdings

Laraway Financial Advisors Inc

  • $133 Million
  • Q4 2024

Laraway Financial Advisors Inc has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $133 Million distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.1M, Eli Lilly & CO with a value of $9.24M, Vanguard Growth ETF with a value of $4.87M, Spdr S&P 500 ETF Trust with a value of $4.81M, and Vanguard Value ETF with a value of $4.76M.

Examining the 13F form we can see an increase of $7.66M in the current position value, from $125M to 133M.

Laraway Financial Advisors Inc is based out at Saint Cloud, MN

Below you can find more details about Laraway Financial Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $133 Million
ETFs: $57.4 Million
Technology: $23.4 Million
Healthcare: $16.2 Million
Communication Services: $8.85 Million
Financial Services: $7.69 Million
Consumer Defensive: $6.82 Million
Consumer Cyclical: $5.98 Million
Industrials: $4.07 Million
Other: $2.13 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.97T
$12.1 Million 9.13% of portfolio
48,314
Q4 2024 Reduced 1.03%
$837B
$9.24 Million 6.97% of portfolio
11,969
Q4 2024 Added 316.75%
$0
$4.87 Million 3.68% of portfolio
11,867
Q4 2024 Added 3.26%
$0
$4.81 Million 3.63% of portfolio
8,207
Q4 2024 Added 4.88%
$0
$4.76 Million 3.59% of portfolio
28,134
Q4 2024 Added 4.53%
$3.01T
$4.22 Million 3.19% of portfolio
10,017
Q4 2024 Reduced 0.72%
$0
$3.56 Million 2.68% of portfolio
74,352
Q4 2024 Added 0.15%
$325B
$3.51 Million 2.65% of portfolio
26,139
Q4 2024 Added 0.02%
$0
$3.3 Million 2.49% of portfolio
24,002
Q4 2024 Reduced 0.26%
$0
$3.12 Million 2.35% of portfolio
62,356
Q4 2024 Added 4.49%
$1.07T
$3.05 Million 2.3% of portfolio
16,120
Q4 2024 Reduced 0.92%
$0
$2.91 Million 2.19% of portfolio
60,165
Q4 2024 Reduced 0.77%
$623B
$2.87 Million 2.16% of portfolio
6,323
Q1 2024 Reduced 1.56%
$0
$2.38 Million 1.8% of portfolio
10,241
Q4 2024 Reduced 2.27%
$0
$2.22 Million 1.68% of portfolio
12,690
Q4 2024 Added 0.09%
$2.17T
$2.17 Million 1.64% of portfolio
9,880
Q4 2024 Added 0.07%
$440B
$1.81 Million 1.37% of portfolio
2,033
Q4 2024 Reduced 0.49%
$458B
$1.68 Million 1.27% of portfolio
1,837
Q4 2024 Reduced 0.27%
$0
$1.64 Million 1.24% of portfolio
65,763
Q4 2024 Reduced 1.3%
$432B
$1.63 Million 1.23% of portfolio
3,225
Q4 2024 Added 0.06%
$254B
$1.57 Million 1.19% of portfolio
17,394
Q4 2024 Added 7.01%
$0
$1.58 Million 1.19% of portfolio
20,893
Q4 2024 Added 2.1%
$0
$1.58 Million 1.19% of portfolio
5,985
Q4 2024 Reduced 0.65%
$0
$1.56 Million 1.18% of portfolio
17,906
Q4 2024 Added 0.01%
$1.54T
$1.51 Million 1.14% of portfolio
2,562
Q1 2024 Reduced 3.76%
$458B
$1.29 Million 0.97% of portfolio
7,740
Q3 2024 Added 11.46%
$210B
$1.26 Million 0.95% of portfolio
2,418
Q1 2024 Reduced 2.03%
$0
$1.25 Million 0.94% of portfolio
17,802
Q4 2024 Reduced 0.3%
$1.1T
$1.25 Million 0.94% of portfolio
6,574
Q4 2024 Reduced 1.48%
$0
$1.24 Million 0.93% of portfolio
47,823
Q4 2024 Added 99.68%
$0
$1.22 Million 0.92% of portfolio
36,625
Q4 2024 Reduced 0.6%
$0
$1.09 Million 0.82% of portfolio
39,031
Q4 2024 Reduced 2.12%
$0
$995,000 0.75% of portfolio
19,755
Q4 2024 Reduced 0.37%
$141B
$944,000 0.71% of portfolio
7,820
Q4 2024 Reduced 0.32%
$0
$943,000 0.71% of portfolio
21,952
Q4 2024 Added 3.96%
$84.7B
$931,000 0.7% of portfolio
1,465
Q4 2023 Reduced 1.35%
$18B
$880,000 0.66% of portfolio
2,135
Q3 2024 Reduced 1.16%
$767B
$808,000 0.61% of portfolio
3,373
Q1 2024 Reduced 5.6%
$147B
$794,000 0.6% of portfolio
3,218
Q4 2024 Reduced 1.83%
$572B
$790,000 0.6% of portfolio
2,500
Q2 2023 Reduced 7.41%
$0
$785,000 0.59% of portfolio
13,542
Q4 2024 Reduced 3.65%
$139B
$755,000 0.57% of portfolio
10,538
Q4 2024 Added 0.12%
$428B
$743,000 0.56% of portfolio
5,141
Q4 2024 Added 7.4%
$28.9B
$710,000 0.54% of portfolio
3,215
Q4 2024 Reduced 0.77%
$212B
$677,000 0.51% of portfolio
4,455
Q4 2024 Added 11.79%
$391B
$669,000 0.5% of portfolio
1,722
Q3 2024 Added 22.13%
$11.4B
$657,000 0.5% of portfolio
9,100
Q4 2024 Added 889.13%
$52.8B
$667,000 0.5% of portfolio
3,855
Q4 2024 Reduced 0.64%
$80.4B
$646,000 0.49% of portfolio
2,550
Q1 2024 Reduced 3.77%

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $133 Million
  • Prior Value $125 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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