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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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