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 Companies Only

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%
$3.01T
$4.22 Million 3.19% of portfolio
10,017
Q4 2024 Reduced 0.72%
$325B
$3.51 Million 2.65% of portfolio
26,139
Q4 2024 Added 0.02%
$1.05T
$3.05 Million 2.3% of portfolio
16,120
Q4 2024 Reduced 0.92%
$623B
$2.87 Million 2.16% of portfolio
6,323
Q1 2024 Reduced 1.56%
$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%
$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%
$1.48T
$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%
$1.1T
$1.25 Million 0.94% of portfolio
6,574
Q4 2024 Reduced 1.48%
$141B
$944,000 0.71% of portfolio
7,820
Q4 2024 Reduced 0.32%
$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%
$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%
$204B
$637,000 0.48% of portfolio
7,406
Q1 2024 Added 0.68%
$52.1B
$639,000 0.48% of portfolio
5,213
Q4 2023 Reduced 0.48%
$38.4B
$629,000 0.47% of portfolio
3,399
Q4 2024 Added 3.47%
$404B
$600,000 0.45% of portfolio
3,580
Q4 2024 Added 9.48%
$66B
$579,000 0.44% of portfolio
2,060
Q4 2024 Reduced 0.72%
$11.9B
$565,000 0.43% of portfolio
3,150
Q1 2024 Reduced 3.08%
$305B
$560,000 0.42% of portfolio
9,001
Q4 2024 Added 3.47%
$12.3B
$557,000 0.42% of portfolio
2,435
Q4 2024 Reduced 0.41%
$38.7B
$528,000 0.4% of portfolio
7,827
Q4 2024 Added 0.13%
$25.2B
$498,000 0.38% of portfolio
2,863
Q3 2024 Reduced 0.83%
$160B
$461,000 0.35% of portfolio
12,285
Q4 2024 Reduced 0.2%
$184B
$449,000 0.34% of portfolio
3,884
Q4 2024 Added 0.05%
$101B
$405,000 0.31% of portfolio
5,354
Q4 2024 Reduced 1.83%
$203B
$408,000 0.31% of portfolio
3,671
Q3 2024 Reduced 1.34%
$260B
$403,000 0.3% of portfolio
6,815
Q3 2024 Reduced 1.45%
$182B
$356,000 0.27% of portfolio
8,906
Q4 2024 Added 11.39%
$87B
$360,000 0.27% of portfolio
4,228
Q3 2024 Added 3.78%
$242B
$352,000 0.27% of portfolio
2,925
Q1 2024 Reduced 3.31%
$67.8B
$344,000 0.26% of portfolio
7,198
Q3 2024 Reduced 4.0%
$65.8B
$351,000 0.26% of portfolio
3,400
Q1 2023 New
$231B
$337,000 0.25% of portfolio
3,392
Q3 2024 Reduced 1.45%

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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