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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.7 Million 3.76% of portfolio
26,916
Q3 2024 Added 0.38%
$0
$4.49 Million 3.6% of portfolio
7,825
Q3 2024 Reduced 2.27%
$0
$4.41 Million 3.53% of portfolio
11,492
Q3 2024 Reduced 8.2%
$0
$3.92 Million 3.14% of portfolio
74,244
Q3 2024 Added 0.61%
$0
$3.71 Million 2.97% of portfolio
24,064
Q3 2024 Reduced 0.55%
$0
$2.84 Million 2.27% of portfolio
59,674
Q3 2024 Added 4.13%
$0
$2.75 Million 2.2% of portfolio
60,632
Q3 2024 Reduced 0.94%
$0
$2.37 Million 1.89% of portfolio
10,479
Q3 2024 Reduced 1.23%
$0
$2.27 Million 1.82% of portfolio
12,678
Q3 2024 Reduced 3.24%
$0
$2.1 Million 1.68% of portfolio
69,194
Q3 2024 Added 0.32%
$0
$1.74 Million 1.39% of portfolio
66,628
Q3 2024 Reduced 0.25%
$0
$1.65 Million 1.32% of portfolio
20,464
Q3 2024 Reduced 2.18%
$0
$1.59 Million 1.27% of portfolio
6,024
Q3 2024 Reduced 6.02%
$0
$1.55 Million 1.24% of portfolio
17,905
Q3 2024 Reduced 0.28%
$0
$1.29 Million 1.03% of portfolio
36,845
Q3 2024 Added 4.74%
$0
$1.28 Million 1.03% of portfolio
17,856
Q3 2024 Added 0.01%
$0
$1.21 Million 0.97% of portfolio
39,875
Q3 2024 Reduced 1.38%
$0
$1.01 Million 0.81% of portfolio
19,828
Q3 2024 Added 3.44%
$0
$955,000 0.76% of portfolio
21,115
Q3 2024 Added 6.27%
$0
$849,000 0.68% of portfolio
14,055
Q3 2024 Reduced 4.39%
$0
$696,000 0.56% of portfolio
12,993
Q3 2024 Reduced 3.7%
$0
$612,000 0.49% of portfolio
8,000
Q1 2024 Reduced 3.03%
$0
$617,000 0.49% of portfolio
20,574
Q3 2024 Added 14.22%
$0
$605,000 0.48% of portfolio
12,746
Q3 2024 Reduced 0.46%
$0
$514,000 0.41% of portfolio
16,685
Q2 2024 Reduced 3.16%
$0
$516,000 0.41% of portfolio
17,695
Q3 2024 Reduced 4.07%
$0
$481,000 0.39% of portfolio
9,736
Q3 2024 Reduced 5.77%
$0
$468,000 0.37% of portfolio
5,035
Q2 2023 Reduced 0.98%
$0
$401,000 0.32% of portfolio
17,346
Q3 2024 Added 0.03%
$0
$402,000 0.32% of portfolio
6,827
Q3 2024 Reduced 1.42%
$0
$394,000 0.32% of portfolio
6,625
Q3 2024 Added 43.4%
$0
$371,000 0.3% of portfolio
6,793
Q3 2024 Added 0.79%
$0
$359,000 0.29% of portfolio
4,298
Q3 2024 Added 24.76%
$0
$353,000 0.28% of portfolio
4,700
Q3 2024 Added 26.45%
$0
$355,000 0.28% of portfolio
7,821
Q3 2024 Added 0.03%
$0
$330,000 0.26% of portfolio
5,576
Q3 2024 Reduced 1.61%
$0
$328,000 0.26% of portfolio
13,995
Q3 2024 Reduced 0.58%
$0
$280,000 0.22% of portfolio
2,186
Q3 2024 Added 4.69%
$0
$247,000 0.2% of portfolio
2,822
Q3 2024 Added 1.55%
$0
$248,000 0.2% of portfolio
2,945
Q3 2024 New
$0
$254,000 0.2% of portfolio
483
Q3 2024 Added 11.55%
$0
$229,000 0.18% of portfolio
3,397
Q3 2024 New
$0
$202,000 0.16% of portfolio
2,445
Q3 2024 New
$0
$188,000 0.15% of portfolio
4,543
Q3 2024 Added 1.14%

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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