The Analysis of Laraway Financial Advisors Inc's Holdings & P&L


Currently, Laraway Financial Advisors Inc holds 129 types of securities in its portfolio with a total value $142.3M. In the most recent quarter, they have increased their positions in SNDK (+1.1K shares, valued at $702.1K), ITOT (+1.5K shares, valued at $213.1K), CVX (+818 shares, valued at $169.2K); decreased their positions in NVDA (-4.3K shares, valued at $745.6K), AAPL (-2.1K shares, valued at $532.7K), N/A (-1.3K shares, valued at $363.5K); initiated new positions in SNDK (+1.1K shares, valued at $702.1K), ITOT (+1.5K shares, valued at $213.1K).


1M P&L
+6.5M+4.82%
3M P&L
-31.2M-18.20%
HY P&L
-29.8M-17.51%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A66.2M
53.1%
2Consumer Electronics11.4M
9.1%
3Semiconductors4.8M
3.8%

Top Industries by Stock Count

1N/A51 stocks
43.2%
2Drug Manufacturers - General6 stocks
5.1%
3Semiconductors4 stocks
3.4%
Stock Holdings
AAPL
APPLE INC
-4.48%
Shares44.7K
Event2026-03-31
Filed2026-05-14
VTV
VANGUARD INDEX FDS
1.09%
Shares34.6K
Event2026-03-31
Filed2026-05-14
VUG
VANGUARD INDEX FDS
0.01%
Shares14.6K
Event2026-03-31
Filed2026-05-14
SPY
SPDR S&P 500 ETF
-3.47%
Shares8.0K
Event2026-03-31
Filed2026-05-14
VEA
VANGUARD TAX-MANAGED FDS
-1.98%
Shares79.4K
Event2026-03-31
Filed2026-05-14
ALPHABET INC.
ALPHABET INC.
-8.04%
Shares14.4K
Event2026-03-31
Filed2026-05-14
XLG
INVESCO EXCHANGE TRADED FD T
0.25%
Shares71.1K
Event2026-03-31
Filed2026-05-14
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-6.00%
Shares7.8K
Event2026-03-31
Filed2026-05-14
NVDA
NVIDIA CORP
-16.93%
Shares21.0K
Event2026-03-31
Filed2026-05-14
MSFT
MICROSOFT CORP
-6.01%
Shares9.0K
Event2026-03-31
Filed2026-05-14
XLV
SELECT SECTOR SPDR TR
-3.75%
Shares22.4K
Event2026-03-31
Filed2026-05-14
XLF
SELECT SECTOR SPDR TR
-3.56%
Shares58.3K
Event2026-03-31
Filed2026-05-14
XLK
SELECT SECTOR SPDR TR
-4.94%
Shares21.0K
Event2026-03-31
Filed2026-05-14
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-0.74%
Shares12.9K
Event2026-03-31
Filed2026-05-14
LLY
LILLY ELI & CO
-6.44%
Shares2.4K
Event2026-03-31
Filed2026-05-14
ALPHABET INC.
ALPHABET INC.
-1.03%
Shares7.2K
Event2026-03-31
Filed2026-05-14
WMT
WALMART INC
-5.39%
Shares15.8K
Event2026-03-31
Filed2026-05-14
SPSB
SPDR SER TR
0.17%
Shares64.5K
Event2026-03-31
Filed2026-05-14
AMZN
AMAZON.COM INC
-8.03%
Shares9.2K
Event2026-03-31
Filed2026-05-14
VO
VANGUARD INDEX FDS
-1.98%
Shares6.6K
Event2026-03-31
Filed2026-05-14
XLU
SELECT SECTOR SPDR TR
-0.22%
Shares40.9K
Event2026-03-31
Filed2026-05-14
LAM RESEARCH CORP
LAM RESEARCH CORP
-10.99%
Shares8.1K
Event2026-03-31
Filed2026-05-14
NFLX
NETFLIX INC
-10.94%
Shares17.5K
Event2026-03-31
Filed2026-05-14
COST
COSTCO WHOLESALE CO
-11.00%
Shares1.6K
Event2026-03-31
Filed2026-05-14
SPAB
SPDR SER TR
-0.02%
Shares60.7K
Event2026-03-31
Filed2026-05-14
JPST
J P MORGAN EXCHANGE TRADED F
7.48%
Shares27.9K
Event2026-03-31
Filed2026-05-14
SCHA
SCHWAB STRATEGIC TR
-9.10%
Shares47.7K
Event2026-03-31
Filed2026-05-14
SLYV
SPDR SER TR
-11.58%
Shares14.4K
Event2026-03-31
Filed2026-05-14
CWI
SPDR INDEX SHS FDS
-0.20%
Shares36.8K
Event2026-03-31
Filed2026-05-14
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
0.29%
Shares18.1K
Event2026-03-31
Filed2026-05-14
META
META PLATFORMS INC
-11.20%
Shares2.3K
Event2026-03-31
Filed2026-05-14
PH
PARKER-HANNIFIN CORP
-7.67%
Shares1.3K
Event2026-03-31
Filed2026-05-14
JNJ
JOHNSON & JOHNSON
-4.00%
Shares4.8K
Event2026-03-31
Filed2026-05-14
TJX
TJX COS INC NEW
-3.96%
Shares7.3K
Event2026-03-31
Filed2026-05-14
VLO
VALERO ENERGY CORP
-7.02%
Shares4.6K
Event2026-03-31
Filed2026-05-14
HTRB
HARTFORD FDS EXCHANGE TRADED
-4.94%
Shares33.8K
Event2026-03-31
Filed2026-05-14
TMO
THERMO FISHER SCIENTIFIC INC
-5.40%
Shares2.2K
Event2026-03-31
Filed2026-05-14
ORCL
ORACLE CORP
-6.84%
Shares6.8K
Event2026-03-31
Filed2026-05-14
CENCORA INC
CENCORA INC
-4.76%
Shares3.0K
Event2026-03-31
Filed2026-05-14
WDC
WESTERN DIGITAL CORP
-19.40%
Shares3.4K
Event2026-03-31
Filed2026-05-14
FIXD
FIRST TR EXCHNG TRADED FD VI
0.46%
Shares20.8K
Event2026-03-31
Filed2026-05-14
JPM
JPMORGAN CHASE & CO
-8.28%
Shares3.0K
Event2026-03-31
Filed2026-05-14
UNH
UNITEDHEALTH GROUP INC
-5.40%
Shares2.8K
Event2026-03-31
Filed2026-05-14
JEPI
J P MORGAN EXCHANGE TRADED F
7.85%
Shares13.5K
Event2026-03-31
Filed2026-05-14
LOW
LOWES COMPANIES INC
-7.53%
Shares3.1K
Event2026-03-31
Filed2026-05-14
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares1
Event2026-03-31
Filed2026-05-14
VGIT
VANGUARD SCOTTSDALE FDS
-1.83%
Shares11.9K
Event2026-03-31
Filed2026-05-14
SNDK
SANDISK CORP
New
Shares1.1K
Event2026-03-31
Filed2026-05-14
COF
CAPITAL ONE FINL CORP
-5.14%
Shares3.7K
Event2026-03-31
Filed2026-05-14
BND
VANGUARD BD INDEX FDS
6.09%
Shares9.3K
Event2026-03-31
Filed2026-05-14
RTX
RTX CORP
-10.20%
Shares3.5K
Event2026-03-31
Filed2026-05-14
CWB
SPDR SER TR
-0.16%
Shares7.4K
Event2026-03-31
Filed2026-05-14
FDX
FEDEX CORP
-9.71%
Shares1.9K
Event2026-03-31
Filed2026-05-14
V
VISA INC
-11.43%
Shares2.2K
Event2026-03-31
Filed2026-05-14
CAT
CATERPILLAR INC
0.00%
Shares913
Event2026-03-31
Filed2026-05-14
WPC
WP CAREY INC
0.00%
Shares9.3K
Event2026-03-31
Filed2026-05-14
XEL
XCEL ENERGY INC
0.00%
Shares7.9K
Event2026-03-31
Filed2026-05-14
KO
COCA-COLA CO
-9.51%
Shares8.0K
Event2026-03-31
Filed2026-05-14
PEP
PEPSICO INC
-11.09%
Shares3.9K
Event2026-03-31
Filed2026-05-14
SCHP
SCHWAB STRATEGIC TR
-2.76%
Shares22.4K
Event2026-03-31
Filed2026-05-14
SCHZ
SCHWAB STRATEGIC TR
-0.24%
Shares25.3K
Event2026-03-31
Filed2026-05-14
ITW
ILLINOIS TOOL WORKS
-4.26%
Shares2.3K
Event2026-03-31
Filed2026-05-14
SPBO
SPDR SER TR
0.51%
Shares20.1K
Event2026-03-31
Filed2026-05-14
SPTM
SPDR SER TR
13.96%
Shares7.2K
Event2026-03-31
Filed2026-05-14
VYM
VANGUARD WHITEHALL FDS
2.06%
Shares3.8K
Event2026-03-31
Filed2026-05-14
SPMD
SPDR SER TR
3.29%
Shares9.5K
Event2026-03-31
Filed2026-05-14
CVX
CHEVRON CORP NEW
43.23%
Shares2.7K
Event2026-03-31
Filed2026-05-14
UHS
UNIVERSAL HLTH SVCS INC
-3.17%
Shares3.0K
Event2026-03-31
Filed2026-05-14
XLE
SELECT SECTOR SPDR TR
19.28%
Shares8.8K
Event2026-03-31
Filed2026-05-14
SCHE
SCHWAB STRATEGIC TR
-6.88%
Shares16.0K
Event2026-03-31
Filed2026-05-14
YEAR
AB ACTIVE ETFS INC
20.78%
Shares10.3K
Event2026-03-31
Filed2026-05-14
HD
HOME DEPOT INC
-6.17%
Shares1.5K
Event2026-03-31
Filed2026-05-14
ERIE
ERIE INDEMNITY CO
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-14
PG
PROCTER AND GAMBLE CO
-6.98%
Shares3.3K
Event2026-03-31
Filed2026-05-14
SDVY
FIRST TR EXCHANGE-TRADED FD
13.49%
Shares12.0K
Event2026-03-31
Filed2026-05-14
MU
MICRON TECHNOLOGY INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-14
RDVY
FIRST TR EXCHANGE-TRADED FD
2.43%
Shares6.4K
Event2026-03-31
Filed2026-05-14
PM
PHILIP MORRIS INTL INC
-10.26%
Shares2.6K
Event2026-03-31
Filed2026-05-14
DKS
DICKS SPORTING GOODS
-12.26%
Shares2.1K
Event2026-03-31
Filed2026-05-14
FLRN
SPDR SER TR
-20.46%
Shares13.6K
Event2026-03-31
Filed2026-05-14
BK
BANK NEW YORK MELLON CORP
-10.17%
Shares3.5K
Event2026-03-31
Filed2026-05-14
CSCO
CISCO SYSTEMS INC
-15.88%
Shares5.3K
Event2026-03-31
Filed2026-05-14
VZ
VERIZON COMMUNICATIONS INC
-10.79%
Shares8.2K
Event2026-03-31
Filed2026-05-14
INTC
INTEL CORP
-23.83%
Shares9.3K
Event2026-03-31
Filed2026-05-14
SPSM
SPDR SER TR
0.02%
Shares8.4K
Event2026-03-31
Filed2026-05-14
SPYM
SPDR SER TR
5.67%
Shares5.3K
Event2026-03-31
Filed2026-05-14
LMBS
FIRST TR EXCHANGE-TRADED FD
-3.02%
Shares7.9K
Event2026-03-31
Filed2026-05-14
SLYG
SPDR SER TR
-16.90%
Shares3.9K
Event2026-03-31
Filed2026-05-14
STZ
CONSTELLATION BRAND
-3.81%
Shares2.5K
Event2026-03-31
Filed2026-05-14
NVS
NOVARTIS AG
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-14
FEGE
RBB FUND TRUST
9.55%
Shares8.0K
Event2026-03-31
Filed2026-05-14
AFL
AFLAC INC
0.00%
Shares3.4K
Event2026-03-31
Filed2026-05-14
VCIT
VANGUARD SCOTTSDALE FDS
0.74%
Shares4.5K
Event2026-03-31
Filed2026-05-14
SCHH
SCHWAB STRATEGIC TR
-0.28%
Shares16.8K
Event2026-03-31
Filed2026-05-14
VANGUARD INDEX FDS
VANGUARD INDEX FDS
0.17%
Shares592
Event2026-03-31
Filed2026-05-14
USB
US BANCORP DEL
-8.11%
Shares6.6K
Event2026-03-31
Filed2026-05-14
SCHD
SCHWAB STRATEGIC TR
0.10%
Shares11.1K
Event2026-03-31
Filed2026-05-14
CMCSA
COMCAST CORP
-4.17%
Shares11.5K
Event2026-03-31
Filed2026-05-14
MERCK & CO. INC.
MERCK & CO. INC.
-20.91%
Shares2.7K
Event2026-03-31
Filed2026-05-14
FDL
FIRST TR MORNINGSTAR DIVID L
1.34%
Shares6.4K
Event2026-03-31
Filed2026-05-14
RIGS
ALPS ETF TR
0.02%
Shares14.0K
Event2026-03-31
Filed2026-05-14
CAH
CARDINAL HEALTH INC
-17.20%
Shares1.5K
Event2026-03-31
Filed2026-05-14
ABBV
ABBVIE INC
-16.92%
Shares1.5K
Event2026-03-31
Filed2026-05-14
XOM
EXXON MOBIL CORP
-21.67%
Shares1.8K
Event2026-03-31
Filed2026-05-14
WFC
WELLS FARGO & CO
-9.47%
Shares3.8K
Event2026-03-31
Filed2026-05-14
CDW
CDW CORP
-7.56%
Shares2.4K
Event2026-03-31
Filed2026-05-14
FWD
AB ACTIVE ETFS INC
26.49%
Shares2.7K
Event2026-03-31
Filed2026-05-14
DIS
DISNEY WALT CO
-6.21%
Shares3.0K
Event2026-03-31
Filed2026-05-14
VGSH
VANGUARD SCOTTSDALE FDS
-3.89%
Shares4.9K
Event2026-03-31
Filed2026-05-14
SPYG
SPDR SER TR
-1.18%
Shares2.9K
Event2026-03-31
Filed2026-05-14
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-19.29%
Shares837
Event2026-03-31
Filed2026-05-14
HIDV
AB ACTIVE ETFS INC
6.58%
Shares3.6K
Event2026-03-31
Filed2026-05-14
NVO
NOVO-NORDISK A S
-5.00%
Shares7.6K
Event2026-03-31
Filed2026-05-14
MMM
3M CO
-17.36%
Shares1.9K
Event2026-03-31
Filed2026-05-14
NKE
NIKE INC
-8.22%
Shares4.9K
Event2026-03-31
Filed2026-05-14
EMR
EMERSON ELEC CO
-15.41%
Shares1.8K
Event2026-03-31
Filed2026-05-14
ISHARES GOLD TR
ISHARES GOLD TR
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-14
TM
TOYOTA MOTOR CORP
-15.38%
Shares1.1K
Event2026-03-31
Filed2026-05-14
BA
BOEING CO
-8.08%
Shares1.1K
Event2026-03-31
Filed2026-05-14
TSLA
TESLA INC
-4.03%
Shares596
Event2026-03-31
Filed2026-05-14
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
New
Shares1.5K
Event2026-03-31
Filed2026-05-14
BALL
BALL CORP
0.00%
Shares3.6K
Event2026-03-31
Filed2026-05-14
GS
GOLDMAN SACHS GROUP INC
-29.41%
Shares240
Event2026-03-31
Filed2026-05-14
PFE
PFIZER INC
-26.64%
Shares7.2K
Event2026-03-31
Filed2026-05-14
MEDTRONIC PLC
MEDTRONIC PLC
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-14
ADP
AUTOMATIC DATA PROCESSING IN
0.00%
Shares955
Event2026-03-31
Filed2026-05-14
CVS
CVS HEALTH CORP
-21.50%
Shares2.6K
Event2026-03-31
Filed2026-05-14
INGR
INGREDION INC
0.07%
Shares1.5K
Event2026-03-31
Filed2026-05-14
TOTL
SSGA ACTIVE ETF TR
0.02%
Shares4.1K
Event2026-03-31
Filed2026-05-14

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available