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

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $113.4M Q1 2024 Q2 2024: $117.1M Q2 2024 Q3 2024: $125.4M Q3 2024 Q4 2024: $129.8M Q4 2024 Q1 2025: $125.9M $125.9M Q1 2025 Q2 2025: $131.8M Q2 2025 Q3 2025: $146.5M Q3 2025 Q4 2025: $153.5M Q4 2025 Q1 2026: $142.3M Q1 2026 Q2 2026: $164.7M Q2 2026

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%
CAT Caterpillar Inc. 0.21% 813 $268K No change
INTC Intel Corp. 0.21% 11,571 $263K Reduce -3.3%
BA The Boeing Co. 0.21% 1,535 $262K Reduce -6.1%
CAH Cardinal Health Inc. 0.20% 1,830 $252K No change
EMR Emerson Electric Co. 0.20% 2,280 $250K No change
VOO Vanguard S&P 500 ETF 0.20% 484 $249K No change
SCHD Schwab US DVD Equity ETF 0.20% 8,853 $248K Add +0.1%
CVX Chevron Corp. 0.19% 1,420 $238K No change
PFE Pfizer Inc. 0.19% 9,209 $233K No change
SPYG SS SPDR P S&P 500 Growth ETF 0.18% 2,897 $233K Add +7.5%
FDL First Trust Morn DVD Lead Inc. 0.18% 5,344 $232K New
TM Toyota Motor Corp. -Spon ADR 0.18% 1,300 $229K No change
INGR Ingredion Inc. 0.18% 1,676 $227K Add +0.1%
SPTM SS SPDR P S&P 1500 Comp ETF 0.18% 3,284 $223K New
CVS CVS Health Corp. 0.17% 3,085 $209K No change
DEO Diageo PLC-Sponsored ADR 0.16% 1,967 $206K Reduce -2.5%
HIDV AB US High Dividend ETF filed as AB ACTIVE ETFS INC 0.16% 2,898 $201K New
TOTL SS Doubleline TR Tact ETF 0.15% 4,639 $187K Reduce -2.2%
BALL Ball Corp. 0.15% 3,576 $186K No change
FICO Fair Isaac Corp. 0.15% 100 $184K No change
WDC Western Digital Corp. 0.14% 4,425 $179K Reduce -2.2%
GIS General Mills Inc. 0.14% 2,898 $173K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 140$164.7MAAPL, VTV, VUG, SPY, VEA
Q1 2026 129$142.3MAAPL, VTV, VUG, SPY, VEA
Q4 2025 131$153.5MAAPL, VUG, VTV, SPY, VEA
Q3 2025 125$146.5MAAPL, VUG, VTV, SPY, MSFT
Q2 2025 124$131.8MAAPL, VUG, VTV, SPY, MSFT
Q1 2025 122$125.9MAAPL, VTV, VUG, SPY, VEA
Q4 2024 118$129.8MAAPL, VUG, SPY, VTV, MSFT
Q3 2024 116$125.4MAAPL, VTV, SPY, VUG, MSFT
Q2 2024 111$117.1MAAPL, VUG, SPY, VTV, MSFT
Q1 2024 111$113.4MAAPL, VTV, VUG, SPY, MSFT