MondegarAI
Laraway Financial Advisors Inc

Q1 2025 · 13F-HR

Laraway Financial Advisors Incholdings as filed

Filed 2025-05-14 · accession 0001908275-25-000002

$125.9M
Reported value
122
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$10.7M8.49%48,111CommonSOLE
922908744VTVVANGUARD INDEX FDS$5.5M4.38%31,915CommonSOLE
922908736VUGVANGUARD INDEX FDS$5.1M4.03%13,689CommonSOLE
78462F103SPYSPDR S&P 500 ETF$4.6M3.69%8,294CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$4.0M3.17%78,596CommonSOLE
594918104MSFTMICROSOFT CORP$3.7M2.97%9,970CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$3.6M2.82%24,322CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.4M2.66%6,298CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$3.0M2.39%60,329CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T$2.9M2.34%64,079CommonSOLE
67066G104NVDANVIDIA CORP$2.9M2.28%26,487CommonSOLE
02079K305GOOGLALPHABET INC.$2.4M1.94%15,820CommonSOLE
532457108LLYLILLY ELI & CO$2.3M1.83%2,794CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.3M1.79%13,021CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$2.3M1.79%10,918CommonSOLE
78464A474SPSBSPDR SER TR$2.1M1.64%68,499CommonSOLE
64110L106NFLXNETFLIX INC$1.9M1.51%2,038CommonSOLE
023135106AMZNAMAZON.COM INC$1.9M1.50%9,956CommonSOLE
931142103WMTWALMART INC$1.9M1.49%22,986CommonSOLE
22160K105COSTCOSTCO WHOLESALE CO$1.7M1.38%1,837CommonSOLE
78464A649SPABSPDR SER TR$1.7M1.33%65,596CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.7M1.31%3,151CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$1.7M1.31%20,932CommonSOLE
922908629VOVANGUARD INDEX FDS$1.6M1.29%6,297CommonSOLE
30303M102METAMETA PLATFORMS INC$1.5M1.19%2,600CommonSOLE
78464A300SLYVSPDR SER TR$1.4M1.11%17,747CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$1.3M1.06%17,804CommonSOLE
41653L305HTRBHARTFORD FDS EXCHANGE TRADED$1.2M0.99%36,875CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.2M0.96%2,418CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.2M0.94%23,277CommonSOLE
02079K107GOOGALPHABET INC.$1.1M0.90%7,225CommonSOLE
78463X848CWISPDR INDEX SHS FDS$1.1M0.89%37,984CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$1.1M0.89%47,913CommonSOLE
68389X105ORCLORACLE CORP$1.1M0.85%7,640CommonSOLE
872540109TJXTJX COS INC NEW$946,9950.75%7,775CommonSOLE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$933,8430.74%21,301CommonSOLE
03073E105CORCENCORA INC$917,5120.73%3,299CommonSOLE
701094104PHPARKER-HANNIFIN CORP$890,5000.71%1,465CommonSOLE
29530P102ERIEERIE INDEMNITY CO$884,1960.70%2,110CommonSOLE
92826C839VVISA INC$858,6270.68%2,450CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$827,3970.66%3,373CommonSOLE
478160104JNJJOHNSON & JOHNSON$822,3020.65%4,958CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$804,4000.64%13,542CommonSOLE
548661107LOWLOWES COMPANIES INC$750,7390.60%3,219CommonSOLE
65339F101NEENEXTERA ENERGY INC$730,3020.58%10,302CommonSOLE
91913Y100VLOVALERO ENERGY CORP$688,5030.55%5,213CommonSOLE
713448108PEPPEPSICO INC$668,1290.53%4,456CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$654,3000.52%9,000CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$638,0060.51%23,727CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$632,4440.50%3,705CommonSOLE
191216100KOCOCA-COLA CO$630,3080.50%8,801CommonSOLE
78464A359CWBSPDR SER TR$612,9600.49%8,000CommonSOLE
742718109PGPROCTER AND GAMBLE CO$610,1040.48%3,580CommonSOLE
452308109ITWILLINOIS TOOL WORKS$607,6250.48%2,450CommonSOLE
437076102HDHOME DEPOT INC$594,6160.47%1,622CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$591,8850.47%3,150CommonSOLE
78464A144SPBOSPDR SER TR$581,9750.46%20,047CommonSOLE
21036P108STZCONSTELLATION BRAND$580,8410.46%3,165CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$569,5030.45%24,590CommonSOLE
98389B100XELXCEL ENERGY INC$554,7200.44%7,836CommonSOLE
75513E101RTXRTX CORP$514,5470.41%3,885CommonSOLE
670100205NVONOVO-NORDISK A S$514,2730.41%7,406CommonSOLE
78468R200FLRNSPDR SER TR$514,2320.41%16,685CommonSOLE
253393102DKSDICKS SPORTING GOODS$490,7990.39%2,435CommonSOLE
31428X106FDXFEDEX CORP$489,9980.39%2,010CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$474,3220.38%9,649CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$474,0890.38%17,196CommonSOLE
718172109PMPHILIP MORRIS INTL INC$464,2850.37%2,925CommonSOLE
12514G108CDWCDW CORP$458,7660.36%2,863CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$452,8350.36%7,925CommonSOLE
20030N101CMCSACOMCAST CORP$442,2470.35%11,985CommonSOLE
00039J103YEARAB ACTIVE ETFS INC$436,8290.35%8,631CommonSOLE
78464A201SLYGSPDR SER TR$422,0550.34%5,085CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$404,4990.32%8,918CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$402,0610.32%6,515CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$400,9600.32%6,832CommonSOLE
001055102AFLAFLAC INC$378,0460.30%3,400CommonSOLE
92936U109WPCWP CAREY INC$377,9950.30%5,989CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$376,7340.30%2,921CommonSOLE
00287Y109ABBVABBVIE INC$376,3170.30%1,796CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$365,3120.29%16,983CommonSOLE
254687106DISDISNEY WALT CO$357,4530.28%3,622CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$351,4040.28%4,298CommonSOLE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$350,8630.28%10,474CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$345,2150.27%4,700CommonSOLE
78464A847SPMDSPDR SER TR$344,3300.27%6,728CommonSOLE
654106103NKENIKE INC$339,8720.27%5,354CommonSOLE
88579Y101MMM3M CO$336,0410.27%2,288CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$334,2930.27%3,577CommonSOLE
78464A854SPYMSPDR SER TR$328,9470.26%5,002CommonSOLE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$327,1860.26%5,589CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$326,8410.26%3,897CommonSOLE
00162Q783RIGSALPS ETF TR$323,4220.26%14,002CommonSOLE
78468R853SPSMSPDR SER TR$316,5150.25%7,765CommonSOLE
902973304USBUS BANCORP DEL$303,9000.24%7,198CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$301,3640.24%986CommonSOLE
949746101WMT2WELLS FARGO & CO$300,0480.24%4,180CommonSOLE
58933Y105MRKMERCK & CO. INC.$282,0480.22%3,142CommonSOLE
66987V109NVSNOVARTIS AG$275,0210.22%2,467CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$269,3520.21%4,128CommonSOLE
149123101CATCATERPILLAR INC$268,1430.21%813CommonSOLE
458140100INTCINTEL CORP$262,7670.21%11,571CommonSOLE
097023105BABOEING CO$261,7940.21%1,535CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$252,1350.20%1,830CommonSOLE
291011104EMREMERSON ELEC CO$249,9790.20%2,280CommonSOLE
922908363VOOVANGUARD INDEX FDS$248,9100.20%484CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$247,5410.20%8,853CommonSOLE
166764100CVXCHEVRON CORP NEW$237,5520.19%1,420CommonSOLE
717081103PFEPFIZER INC$233,3470.19%9,209CommonSOLE
78464A409SPYGSPDR SER TR$232,8230.18%2,897CommonSOLE
336917109FDLFIRST TR MORNINGSTAR DIVID L$232,1570.18%5,344CommonSOLE
892331307TMTOYOTA MOTOR CORP$229,4890.18%1,300CommonSOLE
457187102INGRINGREDION INC$226,5740.18%1,676CommonSOLE
78464A805SPTMSPDR SER TR$223,3200.18%3,284CommonSOLE
126650100CVSCVS HEALTH CORP$209,0030.17%3,085CommonSOLE
25243Q205DEODIAGEO PLC$206,1220.16%1,967CommonSOLE
00039J400HIDVAB ACTIVE ETFS INC$200,9230.16%2,898CommonSOLE
78467V848TOTLSSGA ACTIVE ETF TR$186,9050.15%4,639CommonSOLE
058498106BALLBALL CORP$186,2020.15%3,576CommonSOLE
303250104FICOFAIR ISAAC CORP$184,4160.15%100CommonSOLE
958102105WDCWESTERN DIGITAL CORP$178,9030.14%4,425CommonSOLE
370334104GISGENERAL MLS INC$173,2710.14%2,898CommonSOLE

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.