MondegarAI
Laraway Financial Advisors Inc

Q4 2024 · 13F-HR

Laraway Financial Advisors Incholdings as filed

Filed 2025-02-14 · accession 0001908275-25-000001

$129.8M
Reported value
118
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$12.1M9.32%48,314CommonSOLE
922908736VUGVANGUARD INDEX FDS$4.9M3.75%11,867CommonSOLE
78462F103SPYSPDR S&P 500 ETF$4.8M3.71%8,207CommonSOLE
922908744VTVVANGUARD INDEX FDS$4.8M3.67%28,134CommonSOLE
594918104MSFTMICROSOFT CORP$4.2M3.25%10,017CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$3.6M2.74%74,352CommonSOLE
67066G104NVDANVIDIA CORP$3.5M2.70%26,139CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$3.5M2.66%4,298CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$3.3M2.54%24,002CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T$3.1M2.40%62,356CommonSOLE
02079K305GOOGLALPHABET INC.$3.1M2.35%16,120CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$2.9M2.24%60,165CommonSOLE
532457108LLYLILLY ELI & CO$2.9M2.21%11,969CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.9M2.21%6,323CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$2.4M1.83%10,241CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.2M1.71%12,690CommonSOLE
023135106AMZNAMAZON.COM INC$2.2M1.67%9,880CommonSOLE
78464A474SPSBSPDR SER TR$2.1M1.59%69,221CommonSOLE
64110L106NFLXNETFLIX INC$1.8M1.40%2,033CommonSOLE
22160K105COSTCOSTCO WHOLESALE CO$1.7M1.30%1,837CommonSOLE
78464A649SPABSPDR SER TR$1.6M1.27%65,763CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.6M1.26%3,225CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$1.6M1.22%20,893CommonSOLE
922908629VOVANGUARD INDEX FDS$1.6M1.22%5,985CommonSOLE
931142103WMTWALMART INC$1.6M1.21%17,394CommonSOLE
78464A300SLYVSPDR SER TR$1.6M1.20%17,906CommonSOLE
30303M102METAMETA PLATFORMS INC$1.5M1.16%2,562CommonSOLE
68389X105ORCLORACLE CORP$1.3M0.99%7,740CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.3M0.97%2,418CommonSOLE
02079K107GOOGALPHABET INC.$1.3M0.96%6,574CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$1.2M0.96%17,802CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$1.2M0.95%47,823CommonSOLE
41653L305HTRBHARTFORD FDS EXCHANGE TRADED$1.2M0.94%36,625CommonSOLE
78463X848CWISPDR INDEX SHS FDS$1.1M0.84%39,031CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$995,0480.77%19,755CommonSOLE
872540109TJXTJX COS INC NEW$944,7340.73%7,820CommonSOLE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$943,2610.73%21,952CommonSOLE
701094104PHPARKER-HANNIFIN CORP$931,7840.72%1,465CommonSOLE
29530P102ERIEERIE INDEMNITY CO$880,1110.68%2,135CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$808,5420.62%3,373CommonSOLE
548661107LOWLOWES COMPANIES INC$794,2890.61%3,218CommonSOLE
92826C839VVISA INC$790,1000.61%2,500CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$785,4350.61%13,542CommonSOLE
03073E105CORCENCORA INC$763,7060.59%3,399CommonSOLE
65339F101NEENEXTERA ENERGY INC$755,4480.58%10,538CommonSOLE
478160104JNJJOHNSON & JOHNSON$743,5520.57%5,141CommonSOLE
21036P108STZCONSTELLATION BRAND$710,5150.55%3,215CommonSOLE
713448108PEPPEPSICO INC$677,4080.52%4,455CommonSOLE
437076102HDHOME DEPOT INC$670,0210.52%1,722CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$667,8020.51%3,855CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$657,2930.51%9,100CommonSOLE
452308109ITWILLINOIS TOOL WORKS$646,5780.50%2,550CommonSOLE
91913Y100VLOVALERO ENERGY CORP$639,0800.49%5,213CommonSOLE
670100205NVONOVO-NORDISK A S$637,0640.49%7,406CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$627,5750.48%24,296CommonSOLE
78464A359CWBSPDR SER TR$623,1200.48%8,000CommonSOLE
742718109PGPROCTER AND GAMBLE CO$600,1870.46%3,580CommonSOLE
31428X106FDXFEDEX CORP$579,5400.45%2,060CommonSOLE
78464A144SPBOSPDR SER TR$576,6400.44%20,134CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$572,9290.44%25,239CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$565,1730.44%3,150CommonSOLE
191216100KOCOCA-COLA CO$560,3860.43%9,001CommonSOLE
253393102DKSDICKS SPORTING GOODS$557,2250.43%2,435CommonSOLE
98389B100XELXCEL ENERGY INC$528,4740.41%7,827CommonSOLE
78468R200FLRNSPDR SER TR$512,7300.40%16,685CommonSOLE
12514G108CDWCDW CORP$498,2010.38%2,863CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$474,0610.37%9,740CommonSOLE
20030N101CMCSACOMCAST CORP$461,0560.36%12,285CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$457,9250.35%17,196CommonSOLE
78464A201SLYGSPDR SER TR$454,9120.35%5,035CommonSOLE
75513E101RTXRTX CORP$449,4010.35%3,884CommonSOLE
254687106DISDISNEY WALT CO$408,8070.31%3,671CommonSOLE
654106103NKENIKE INC$405,1370.31%5,354CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$403,4620.31%6,815CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$397,3830.31%6,830CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$395,5190.30%6,875CommonSOLE
78464A847SPMDSPDR SER TR$370,0250.29%6,766CommonSOLE
00039J103YEARAB ACTIVE ETFS INC$362,8160.28%7,206CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$360,8600.28%4,228CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$359,9120.28%17,090CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$356,1360.27%8,906CommonSOLE
718172109PMPHILIP MORRIS INTL INC$352,0240.27%2,925CommonSOLE
001055102AFLAFLAC INC$351,6960.27%3,400CommonSOLE
78468R853SPSMSPDR SER TR$351,4900.27%7,825CommonSOLE
902973304USBUS BANCORP DEL$344,2800.27%7,198CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$337,9770.26%4,700CommonSOLE
58933Y105MRKMERCK & CO. INC.$337,4440.26%3,392CommonSOLE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$329,8570.25%5,578CommonSOLE
00162Q783RIGSALPS ETF TR$323,7400.25%13,999CommonSOLE
78464A854SPYMSPDR SER TR$321,0210.25%4,657CommonSOLE
00287Y109ABBVABBVIE INC$319,0880.25%1,795CommonSOLE
949746101WMT2WELLS FARGO & CO$311,0920.24%4,429CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$309,0370.24%4,022CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$303,3650.23%1,036CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$299,3020.23%2,346CommonSOLE
88579Y101MMM3M CO$295,1860.23%2,287CommonSOLE
149123101CATCATERPILLAR INC$294,9410.23%813CommonSOLE
097023105BABOEING CO$289,3950.22%1,635CommonSOLE
291011104EMREMERSON ELEC CO$282,5600.22%2,280CommonSOLE
958102105WDCWESTERN DIGITAL CORP$269,8260.21%4,525CommonSOLE
922908363VOOVANGUARD INDEX FDS$260,7480.20%484CommonSOLE
25243Q205DEODIAGEO PLC$256,4210.20%2,017CommonSOLE
892331307TMTOYOTA MOTOR CORP$252,9930.19%1,300CommonSOLE
717081103PFEPFIZER INC$244,3060.19%9,209CommonSOLE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$244,2880.19%6,814CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$241,6200.19%8,844CommonSOLE
66987V109NVSNOVARTIS AG$240,0640.18%2,467CommonSOLE
458140100INTCINTEL CORP$240,0090.18%11,971CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$237,6590.18%2,774CommonSOLE
78464A409SPYGSPDR SER TR$236,9900.18%2,696CommonSOLE
457187102INGRINGREDION INC$230,4100.18%1,675CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$216,3850.17%1,830CommonSOLE
166764100CVXCHEVRON CORP NEW$205,6730.16%1,420CommonSOLE
303250104FICOFAIR ISAAC CORP$199,0930.15%100CommonSOLE
058498106BALLBALL CORP$197,1450.15%3,576CommonSOLE
78467V848TOTLSSGA ACTIVE ETF TR$186,8500.14%4,744CommonSOLE
370334104GISGENERAL MLS INC$184,8050.14%2,898CommonSOLE
126650100CVSCVS HEALTH CORP$138,4820.11%3,085CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.