Laraway Financial Advisors Inc Portfolio Holdings

Laraway Financial Advisors Inc

  • $125 Million
  • Q1 2025

Laraway Financial Advisors Inc has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $125 Million distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.7M, Vanguard Value ETF with a value of $5.51M, Vanguard Growth ETF with a value of $5.08M, Spdr S&P 500 ETF Trust with a value of $4.64M, and Vanguard Ftse Developed Market with a value of $4M.

Examining the 13F form we can see an decrease of $7.5M in the current position value, from $133M to 125M.

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 $125 Million
ETFs: $59.6 Million
Technology: $20.5 Million
Healthcare: $9.32 Million
Communication Services: $8.18 Million
Financial Services: $8.13 Million
Consumer Defensive: $7.31 Million
Consumer Cyclical: $5.43 Million
Industrials: $3.92 Million
Other: $2.59 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$10.7 Million 8.55% of portfolio
48,111
Q1 2025 Reduced 0.42%
$0
$5.51 Million 4.41% of portfolio
31,915
Q1 2025 Added 13.44%
$0
$5.08 Million 4.06% of portfolio
13,689
Q1 2025 Added 15.35%
$0
$4.64 Million 3.71% of portfolio
8,294
Q1 2025 Added 1.06%
$0
$4 Million 3.2% of portfolio
78,596
Q1 2025 Added 5.71%
$3.77T
$3.74 Million 2.99% of portfolio
9,970
Q1 2025 Reduced 0.47%
$0
$3.55 Million 2.84% of portfolio
24,322
Q1 2025 Added 1.33%
$622B
$3.35 Million 2.68% of portfolio
6,298
Q1 2025 Reduced 0.4%
$0
$3 Million 2.4% of portfolio
60,329
Q1 2025 Added 0.27%
$0
$2.95 Million 2.36% of portfolio
64,079
Q1 2025 Added 2.76%
$416B
$2.87 Million 2.3% of portfolio
26,487
Q1 2025 Added 1.33%
$1.14T
$2.45 Million 1.96% of portfolio
15,820
Q1 2025 Reduced 1.86%
$738B
$2.31 Million 1.85% of portfolio
2,794
Q1 2025 Reduced 76.66%
$0
$2.26 Million 1.8% of portfolio
13,021
Q1 2025 Added 2.61%
$0
$2.25 Million 1.8% of portfolio
10,918
Q1 2025 Added 6.61%
$0
$2.06 Million 1.65% of portfolio
68,499
Q1 2025 Reduced 1.04%
$530B
$1.9 Million 1.52% of portfolio
2,038
Q1 2025 Added 0.25%
$2.32T
$1.89 Million 1.52% of portfolio
9,956
Q1 2025 Added 0.77%
$417B
$1.74 Million 1.39% of portfolio
1,837
Q4 2024 Reduced 0.27%
$0
$1.68 Million 1.34% of portfolio
65,596
Q1 2025 Reduced 0.25%
$267B
$1.65 Million 1.32% of portfolio
3,151
Q1 2025 Reduced 2.29%
$0
$1.65 Million 1.32% of portfolio
20,932
Q1 2025 Added 0.19%
$0
$1.63 Million 1.3% of portfolio
6,297
Q1 2025 Added 5.21%
$1.58T
$1.5 Million 1.2% of portfolio
2,600
Q1 2025 Added 1.48%
$0
$1.39 Million 1.11% of portfolio
17,747
Q1 2025 Reduced 0.89%
$0
$1.33 Million 1.06% of portfolio
17,804
Q1 2025 Added 0.01%
$0
$1.25 Million 1.0% of portfolio
36,875
Q1 2025 Added 0.68%
$168B
$1.2 Million 0.96% of portfolio
2,418
Q1 2024 Reduced 2.03%
$0
$1.18 Million 0.94% of portfolio
23,277
Q1 2025 Added 17.83%
$0
$1.12 Million 0.9% of portfolio
37,984
Q1 2025 Reduced 2.68%
$1.17T
$1.13 Million 0.9% of portfolio
7,225
Q1 2025 Added 9.9%
$0
$1.12 Million 0.9% of portfolio
47,913
Q1 2025 Added 0.19%
$642B
$1.07 Million 0.85% of portfolio
7,640
Q1 2025 Reduced 1.29%
$146B
$946,000 0.76% of portfolio
7,775
Q1 2025 Reduced 0.58%
$0
$933,000 0.75% of portfolio
21,301
Q1 2025 Reduced 2.97%
$92.6B
$890,000 0.71% of portfolio
1,465
Q4 2023 Reduced 1.35%
$16.8B
$884,000 0.71% of portfolio
2,110
Q1 2025 Reduced 1.17%
$575B
$858,000 0.69% of portfolio
2,450
Q1 2025 Reduced 2.0%
$439B
$822,000 0.66% of portfolio
4,958
Q1 2025 Reduced 3.56%
$855B
$827,000 0.66% of portfolio
3,373
Q1 2024 Reduced 5.6%
$0
$804,000 0.64% of portfolio
13,542
Q4 2024 Reduced 3.65%
$141B
$750,000 0.6% of portfolio
3,219
Q1 2025 Added 0.03%
$152B
$730,000 0.58% of portfolio
10,302
Q1 2025 Reduced 2.24%
$55.9B
$688,000 0.55% of portfolio
5,213
Q4 2023 Reduced 0.48%
$201B
$668,000 0.53% of portfolio
4,456
Q1 2025 Added 0.02%
$13.3B
$654,000 0.52% of portfolio
9,000
Q1 2025 Reduced 1.1%
$54.7B
$632,000 0.51% of portfolio
3,705
Q1 2025 Reduced 3.89%
$0
$638,000 0.51% of portfolio
23,727
Q1 2025 Reduced 2.34%
$301B
$630,000 0.5% of portfolio
8,801
Q1 2025 Reduced 2.22%

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $125 Million
  • Prior Value $133 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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