Laraway Financial Advisors Inc
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Laraway Financial Advisors Inc reported 122 stock positions worth $125.9 million. Its top holding was Apple (AAPL) at 8.5% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 4.4%) and Vanguard Mrngstar GR ETF-Sui (VUG, 4.0%). Compared with Q4 2024, it opened 4 new positions, added to 41 and reduced 45. The biggest buy was Vanguard Mrngstr Val ETF-Aui (VTV, shares +13%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SAINT CLOUD, MN
- CIK
- 0001908275
- Portfolio Value
- $125.9M (Q1 2025)
- SEC Filing
- 0001908275-25-000002 ↗ filed May 14, 2025
Holdings Value
Holdings 122 stocks · $125.9M
| AAPL Apple Inc. | 8.49% | 48,111 | $10.7M | Reduce -0.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.38% | 31,915 | $5.5M | Add +13.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.03% | 13,689 | $5.1M | Add +15.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.69% | 8,294 | $4.6M | Add +1.1% |
| VEA Vanguard Ftse Developed ETF | 3.17% | 78,596 | $4.0M | Add +5.7% |
| MSFT Microsoft Corp. | 2.97% | 9,970 | $3.7M | Reduce -0.5% |
| XLV SS Health Care Select Sector | 2.82% | 24,322 | $3.6M | Add +1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.66% | 6,298 | $3.4M | Reduce -0.4% |
| XLF SS Financial Select Sector | 2.39% | 60,329 | $3.0M | Add +0.3% |
| XLG Invesco S&P 500 Top 50 ETF | 2.34% | 64,079 | $2.9M | Add +2.8% |
| NVDA Nvidia Corp. | 2.28% | 26,487 | $2.9M | Add +1.3% |
| GOOGL Alphabet Inc. Class A | 1.94% | 15,820 | $2.4M | Reduce -1.9% |
| LLY Eli Lilly & Co. | 1.83% | 2,794 | $2.3M | Reduce -76.7% |
| RSP Invesco S&P 500 Equal Weight | 1.79% | 13,021 | $2.3M | Add +2.6% |
| XLK SS Technology Select Sector | 1.79% | 10,918 | $2.3M | Add +6.6% |
| SPSB SS SPDR P St C Corp. ETF | 1.64% | 68,499 | $2.1M | Reduce -1.0% |
| NFLX Netflix Inc. | 1.51% | 2,038 | $1.9M | Add +0.3% |
| AMZN Amazon.com Inc. | 1.50% | 9,956 | $1.9M | Add +0.8% |
| WMT Walmart Inc. | 1.49% | 22,986 | $1.9M | Add +32.1% |
| COST Costco Wholesale Corp. | 1.38% | 1,837 | $1.7M | No change |
| SPAB SS SPDR P Agg Bond ETF | 1.33% | 65,596 | $1.7M | Reduce -0.3% |
| UNH Unitedhealth Group Inc. | 1.31% | 3,151 | $1.7M | Reduce -2.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.31% | 20,932 | $1.7M | Add +0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.29% | 6,297 | $1.6M | Add +5.2% |
| META Meta Platforms Inc. Class A | 1.19% | 2,600 | $1.5M | Add +1.5% |
| SLYV SS SPDR S&P 600 SC Val ETF | 1.11% | 17,747 | $1.4M | Reduce -0.9% |
| SPLV Invesco S&P 500 Low Volatili | 1.06% | 17,804 | $1.3M | Add +0.0% |
| HTRB Hartford TTL RTRN BND ETF | 0.99% | 36,875 | $1.2M | Add +0.7% |
| TMO Thermo Fisher Scientific Inc. | 0.96% | 2,418 | $1.2M | No change |
| JPST JPMorgan Ultra-Short Income | 0.94% | 23,277 | $1.2M | Add +17.8% |
| GOOG Alphabet Inc. Class C | 0.90% | 7,225 | $1.1M | Add +9.9% |
| CWI State Street SPDR MSCI Acwi | 0.89% | 37,984 | $1.1M | Reduce -2.7% |
| SCHA Schwab US Small-Cap ETF | 0.89% | 47,913 | $1.1M | Add +0.2% |
| ORCL Oracle Corp. | 0.85% | 7,640 | $1.1M | Reduce -1.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.75% | 7,775 | $947K | Reduce -0.6% |
| FIXD First Trust Smith Opportunis | 0.74% | 21,301 | $934K | Reduce -3.0% |
| COR Cencora Inc. | 0.73% | 3,299 | $918K | Reduce -2.9% |
| PH Parker Hannifin Corp. | 0.71% | 1,465 | $891K | No change |
| ERIE Erie Indemnity Company Class A | 0.70% | 2,110 | $884K | Reduce -1.2% |
| V Visa Inc. Class A | 0.68% | 2,450 | $859K | Reduce -2.0% |
| JPM JPMorgan Chase & Co. | 0.66% | 3,373 | $827K | No change |
| JNJ Johnson & Johnson | 0.65% | 4,958 | $822K | Reduce -3.6% |
| VGIT Vanguard Intermediate-Term T | 0.64% | 13,542 | $804K | No change |
| LOW Lowe's Cos Inc. | 0.60% | 3,219 | $751K | Add +0.0% |
| NEE Nextera Energy Inc. | 0.58% | 10,302 | $730K | Reduce -2.2% |
| VLO Valero Energy Corp. | 0.55% | 5,213 | $689K | No change |
| PEP Pepsico Inc. | 0.53% | 4,456 | $668K | Add +0.0% |
| LRCX Lam Research Corp. | 0.52% | 9,000 | $654K | Reduce -1.1% |
| SCHP Schwab U.S. Tips ETF | 0.51% | 23,727 | $638K | Reduce -2.3% |
| DFS Discover Financial Services | 0.50% | 3,705 | $632K | Reduce -3.9% |
| KO The Coca-Cola Co. | 0.50% | 8,801 | $630K | Reduce -2.2% |
| CWB SS SPDR BB Conv Sec ETF | 0.49% | 8,000 | $613K | No change |
| PG The Procter & Gamble Co. | 0.48% | 3,580 | $610K | No change |
| ITW Illinois Tool Works | 0.48% | 2,450 | $608K | Reduce -3.9% |
| HD Home Depot Inc. | 0.47% | 1,622 | $595K | Reduce -5.8% |
| UHS Universal Health Services-B | 0.47% | 3,150 | $592K | No change |
| SPBO SS SPDR P Corp. Bond ETF | 0.46% | 20,047 | $582K | Reduce -0.4% |
| STZ Constellation Brands Inc. Class A | 0.46% | 3,165 | $581K | Reduce -1.6% |
| SCHZ Schwab US Aggregate Bond ETF | 0.45% | 24,590 | $570K | Reduce -2.6% |
| XEL Xcel Energy Inc. | 0.44% | 7,836 | $555K | Add +0.1% |
| RTX RTX Corp. | 0.41% | 3,885 | $515K | Add +0.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.41% | 7,406 | $514K | No change |
| FLRN SS SPDR BB Ig Float RT ETF | 0.41% | 16,685 | $514K | No change |
| DKS Dick's Sporting Goods Inc. | 0.39% | 2,435 | $491K | No change |
| FDX FedEx Corp. | 0.39% | 2,010 | $490K | Reduce -2.4% |
| LMBS First Trust Low Duration Opp | 0.38% | 9,649 | $474K | Reduce -0.9% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.38% | 17,196 | $474K | No change |
| PM Philip Morris International | 0.37% | 2,925 | $464K | No change |
| CDW CDW Corp. | 0.36% | 2,863 | $459K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.36% | 7,925 | $453K | Add +15.3% |
| CMCSA Comcast Corp. Class A | 0.35% | 11,985 | $442K | Reduce -2.4% |
| YEAR AB Ultra Short Income ETF filed as AB ACTIVE ETFS INC | 0.35% | 8,631 | $437K | Add +19.8% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.34% | 5,085 | $422K | Add +1.0% |
| VZ Verizon Communications Inc. | 0.32% | 8,918 | $404K | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.32% | 6,515 | $402K | Reduce -4.4% |
| VGSH Vanguard Short-Term Treasury | 0.32% | 6,832 | $401K | Add +0.0% |
| AFL Aflac Inc. | 0.30% | 3,400 | $378K | No change |
| WPC WP Carey Inc. | 0.30% | 5,989 | $378K | New |
| VYM Vanguard High DVD Yield ETF | 0.30% | 2,921 | $377K | Add +24.5% |
| ABBV Abbvie Inc. | 0.30% | 1,796 | $376K | Add +0.1% |
| SCHH Schwab US REIT ETF | 0.29% | 16,983 | $365K | Reduce -0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.28% | 3,622 | $357K | Reduce -1.3% |
| VCIT Vanguard Int-Term Corporate | 0.28% | 4,298 | $351K | No change |
| SDVY First Trust Smid Cap Rising | 0.28% | 10,474 | $351K | Add +53.7% |
| BND Vanguard Total Bond Market | 0.27% | 4,700 | $345K | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.27% | 6,728 | $344K | Reduce -0.6% |
| NKE Nike Inc. Class B | 0.27% | 5,354 | $340K | No change |
| MMM 3M Co. | 0.27% | 2,288 | $336K | Add +0.0% |
| XLE SS Energy Select Sector | 0.27% | 3,577 | $334K | Add +28.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.26% | 5,002 | $329K | Add +7.4% |
| RDVY First Trust Rising Dividend | 0.26% | 5,589 | $327K | Add +0.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.26% | 3,897 | $327K | Reduce -3.1% |
| RIGS Alps Strategic Income Fund | 0.26% | 14,002 | $323K | Add +0.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.25% | 7,765 | $317K | Reduce -0.8% |
| USB US Bancorp | 0.24% | 7,198 | $304K | No change |
| ADP Automatic Data Processing | 0.24% | 986 | $301K | Reduce -4.8% |
| WFC Wells Fargo & Co. | 0.24% | 4,180 | $300K | Reduce -5.6% |
| MRK Merck & Co. Inc. | 0.22% | 3,142 | $282K | Reduce -7.4% |
| NVS Novartis AG-Sponsored ADR | 0.22% | 2,467 | $275K | No change |
| PYPL PayPal Holdings Inc. | 0.21% | 4,128 | $269K | Reduce -2.4% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -0.4% | 8.49% | −0.83 |
| GOOGL Alphabet Inc. Class A | Reduce -1.9% | 1.94% | −0.41 |
| LLY Eli Lilly & Co. | Reduce -76.7% | 1.83% | −0.38 |
| MSFT Microsoft Corp. | Reduce -0.5% | 2.97% | −0.28 |
| ORCL Oracle Corp. | Reduce -1.3% | 0.85% | −0.15 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -0.9% | 1.11% | −0.10 |
| STZ Constellation Brands Inc. Class A | Reduce -1.6% | 0.46% | −0.09 |
| WDC Western Digital Corp. | Reduce -2.2% | 0.14% | −0.07 |
| PYPL PayPal Holdings Inc. | Reduce -2.4% | 0.21% | −0.06 |
| FDX FedEx Corp. | Reduce -2.4% | 0.39% | −0.06 |
| HD Home Depot Inc. | Reduce -5.8% | 0.47% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -7.4% | 0.22% | −0.04 |
| DEO Diageo PLC-Sponsored ADR | Reduce -2.5% | 0.16% | −0.03 |
| DIS The Walt Disney Co. | Reduce -1.3% | 0.28% | −0.03 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -0.8% | 0.25% | −0.02 |
| ITW Illinois Tool Works | Reduce -3.9% | 0.48% | −0.02 |
| BA The Boeing Co. | Reduce -6.1% | 0.21% | −0.01 |
| DFS Discover Financial Services | Reduce -3.9% | 0.50% | −0.01 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -0.6% | 0.27% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -2.4% | 0.35% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -2.2% | 0.58% | −0.00 |
| WFC Wells Fargo & Co. | Reduce -5.6% | 0.24% | −0.00 |
| TOTL SS Doubleline TR Tact ETF | Reduce -2.2% | 0.15% | +0.00 |
| ADP Automatic Data Processing | Reduce -4.8% | 0.24% | +0.01 |
| CSCO Cisco Systems Inc. | Reduce -4.4% | 0.32% | +0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -2.6% | 0.45% | +0.01 |
| LMBS First Trust Low Duration Opp | Reduce -0.9% | 0.38% | +0.01 |
| SCHH Schwab US REIT ETF | Reduce -0.6% | 0.29% | +0.01 |
| LRCX Lam Research Corp. | Reduce -1.1% | 0.52% | +0.01 |
| FIXD First Trust Smith Opportunis | Reduce -3.0% | 0.74% | +0.02 |
| SPBO SS SPDR P Corp. Bond ETF | Reduce -0.4% | 0.46% | +0.02 |
| BNY Bank of New York Mellon Corp. | Reduce -3.1% | 0.26% | +0.02 |
| SCHP Schwab U.S. Tips ETF | Reduce -2.3% | 0.51% | +0.02 |
| INTC Intel Corp. | Reduce -3.3% | 0.21% | +0.02 |
| ERIE Erie Indemnity Company Class A | Reduce -1.2% | 0.70% | +0.02 |
| TJX TJX Companies Inc. | Reduce -0.6% | 0.75% | +0.02 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -1.0% | 1.64% | +0.05 |
| CWI State Street SPDR MSCI Acwi | Reduce -2.7% | 0.89% | +0.05 |
| UNH Unitedhealth Group Inc. | Reduce -2.3% | 1.31% | +0.05 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -0.3% | 1.33% | +0.06 |
| KO The Coca-Cola Co. | Reduce -2.2% | 0.50% | +0.07 |
| V Visa Inc. Class A | Reduce -2.0% | 0.68% | +0.07 |
| JNJ Johnson & Johnson | Reduce -3.6% | 0.65% | +0.08 |
| COR Cencora Inc. | Reduce -2.9% | 0.73% | +0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 2.66% | +0.46 |
Portfolio Buys Q4 2024 → Q1 2025
| VTV Vanguard Mrngstr Val ETF-Aui | Add +13.4% | 4.38% | +0.71 |
| VEA Vanguard Ftse Developed ETF | Add +5.7% | 3.17% | +0.43 |
| WPC WP Carey Inc. | New | 0.30% | +0.30 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +15.3% | 4.03% | +0.28 |
| XLV SS Health Care Select Sector | Add +1.3% | 2.82% | +0.28 |
| WMT Walmart Inc. | Add +32.1% | 1.49% | +0.27 |
| FDL First Trust Morn DVD Lead Inc. | New | 0.18% | +0.18 |
| SPTM SS SPDR P S&P 1500 Comp ETF | New | 0.18% | +0.18 |
| JPST JPMorgan Ultra-Short Income | Add +17.8% | 0.94% | +0.17 |
| HIDV AB US High Dividend ETF | New | 0.16% | +0.16 |
| XLF SS Financial Select Sector | Add +0.3% | 2.39% | +0.15 |
| NFLX Netflix Inc. | Add +0.3% | 1.51% | +0.11 |
| SPLV Invesco S&P 500 Low Volatili | Add +0.0% | 1.06% | +0.10 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.2% | 1.31% | +0.09 |
| SDVY First Trust Smid Cap Rising | Add +53.7% | 0.28% | +0.09 |
| XLE SS Energy Select Sector | Add +28.9% | 0.27% | +0.08 |
| RSP Invesco S&P 500 Equal Weight | Add +2.6% | 1.79% | +0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +5.2% | 1.29% | +0.08 |
| VYM Vanguard High DVD Yield ETF | Add +24.5% | 0.30% | +0.07 |
| YEAR AB Ultra Short Income ETF | Add +19.8% | 0.35% | +0.07 |
| RTX RTX Corp. | Add +0.0% | 0.41% | +0.06 |
| JEPI JPMorgan Equity Premium Inco | Add +15.3% | 0.36% | +0.06 |
| ABBV Abbvie Inc. | Add +0.1% | 0.30% | +0.05 |
| HTRB Hartford TTL RTRN BND ETF | Add +0.7% | 0.99% | +0.05 |
| VZ Verizon Communications Inc. | Add +0.1% | 0.32% | +0.05 |
| MMM 3M Co. | Add +0.0% | 0.27% | +0.04 |
| META Meta Platforms Inc. Class A | Add +1.5% | 1.19% | +0.03 |
| XEL Xcel Energy Inc. | Add +0.1% | 0.44% | +0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +7.4% | 0.26% | +0.01 |
| VGSH Vanguard Short-Term Treasury | Add +0.0% | 0.32% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +0.1% | 0.20% | +0.01 |
| PEP Pepsico Inc. | Add +0.0% | 0.53% | +0.01 |
| RIGS Alps Strategic Income Fund | Add +0.0% | 0.26% | +0.01 |
| RDVY First Trust Rising Dividend | Add +0.2% | 0.26% | +0.01 |
| INGR Ingredion Inc. | Add +0.1% | 0.18% | +0.00 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +7.5% | 0.18% | +0.00 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +1.0% | 0.34% | −0.02 |
| LOW Lowe's Cos Inc. | Add +0.0% | 0.60% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.1% | 3.69% | −0.02 |
| XLK SS Technology Select Sector | Add +6.6% | 1.79% | −0.04 |
| XLG Invesco S&P 500 Top 50 ETF | Add +2.8% | 2.34% | −0.06 |
| SCHA Schwab US Small-Cap ETF | Add +0.2% | 0.89% | −0.06 |
| GOOG Alphabet Inc. Class C | Add +9.9% | 0.90% | −0.07 |
| AMZN Amazon.com Inc. | Add +0.8% | 1.50% | −0.17 |
| NVDA Nvidia Corp. | Add +1.3% | 2.28% | −0.42 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 140 | $164.7M | AAPL, VTV, VUG, SPY, VEA |
| Q1 2026 | 129 | $142.3M | AAPL, VTV, VUG, SPY, VEA |
| Q4 2025 | 131 | $153.5M | AAPL, VUG, VTV, SPY, VEA |
| Q3 2025 | 125 | $146.5M | AAPL, VUG, VTV, SPY, MSFT |
| Q2 2025 | 124 | $131.8M | AAPL, VUG, VTV, SPY, MSFT |
| Q1 2025 | 122 | $125.9M | AAPL, VTV, VUG, SPY, VEA |
| Q4 2024 | 118 | $129.8M | AAPL, VUG, SPY, VTV, MSFT |
| Q3 2024 | 116 | $125.4M | AAPL, VTV, SPY, VUG, MSFT |
| Q2 2024 | 111 | $117.1M | AAPL, VUG, SPY, VTV, MSFT |
| Q1 2024 | 111 | $113.4M | AAPL, VTV, VUG, SPY, MSFT |