Laraway Financial Advisors Inc Portfolio Holdings

Laraway Financial Advisors Inc

  • $125 Million
  • Q3 2024

Laraway Financial Advisors Inc has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $125 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $11.4M, Vanguard Value ETF with a value of $4.7M, Spdr S&P 500 ETF Trust with a value of $4.49M, Vanguard Growth ETF with a value of $4.41M, and Microsoft Corp with a value of $4.34M.

Examining the 13F form we can see an increase of $7.91M in the current position value, from $117M 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: $57.4 Million
Technology: $22.6 Million
Healthcare: $10.6 Million
Communication Services: $7.95 Million
Financial Services: $7.58 Million
Consumer Defensive: $6.9 Million
Consumer Cyclical: $5.81 Million
Industrials: $3.76 Million
Other: $2.28 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$75.2B
$329,000 0.26% of portfolio
7,198
Q3 2024 Reduced 4.0%
$72B
$320,000 0.26% of portfolio
2,343
Q3 2024 Added 0.09%
$97.9B
$329,000 0.26% of portfolio
4,228
Q3 2024 Added 3.78%
$20.5B
$309,000 0.25% of portfolio
4,525
Q3 2024 Reduced 2.16%
$63.6B
$289,000 0.23% of portfolio
4,022
Q3 2024 Added 0.02%
$124B
$286,000 0.23% of portfolio
1,036
Q1 2024 Reduced 1.89%
$67.7B
$283,000 0.23% of portfolio
2,017
Q1 2024 Reduced 0.74%
$222B
$283,000 0.23% of portfolio
2,467
Q2 2023 Reduced 5.73%
$85.7B
$271,000 0.22% of portfolio
1,788
Q3 2024 Reduced 2.72%
$140B
$268,000 0.21% of portfolio
9,262
Q3 2024 Added 14.3%
$281B
$250,000 0.2% of portfolio
4,428
Q2 2024 Added 0.02%
$76.4B
$249,000 0.2% of portfolio
2,280
Q1 2024 Reduced 0.87%
$19.1B
$242,000 0.19% of portfolio
3,576
Q4 2022 New
$239B
$232,000 0.19% of portfolio
1,300
Q2 2023 New
$9.1B
$229,000 0.18% of portfolio
1,674
Q3 2024 New
$73.6B
$209,000 0.17% of portfolio
3,335
Q3 2024 Added 24.67%
$31.4B
$202,000 0.16% of portfolio
1,829
Q3 2024 Added 0.05%
$315B
$182,000 0.15% of portfolio
1,241
Q1 2023 New
$72.1B
$174,000 0.14% of portfolio
1,118
Q3 2024 Reduced 10.27%
-
$0 0.0% of portfolio
-
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $125 Million
  • Prior Value $117 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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