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Latest Laraway Financial Advisors Inc Stock Portfolio

Laraway Financial Advisors Inc Performance:
2024 Q3: 3.62%YTD: 13.4%2023: 13.58%
Performance for 2024 Q3 is 3.62%, and YTD is 13.4%, and 2023 is 13.58%.

About Laraway Financial Advisors Inc and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Laraway Financial Advisors Inc reported an equity portfolio of $125.4 Millions as of 30 Sep, 2024.

The top stock holdings of Laraway Financial Advisors Inc are AAPL, VB, SPY. The fund has invested 9.1% of it's portfolio in APPLE INC and 3.8% of portfolio in VANGUARD INDEX FDS.

They significantly reduced their stock positions in TARGET CORP (TGT), VANGUARD INDEX FDS (VB) and FIRST TR EXCHANGE-TRADED FD (FCVT). Laraway Financial Advisors Inc opened new stock positions in AB ACTIVE ETFS INC, SCHWAB STRATEGIC TR (FNDA) and INGREDION INC (INGR). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), VANGUARD BD INDEX FDS (BIV) and VANGUARD SCOTTSDALE FDS (BNDW).

Laraway Financial Advisors Inc Annual Return Estimates Vs S&P 500

Our best estimate is that Laraway Financial Advisors Inc made a return of 3.62% in the last quarter. In trailing 12 months, it's portfolio return was 20.3%.

New Buys

Ticker$ Bought
ab active etfs inc366,364
schwab strategic tr248,968
ingredion inc230,090
spdr ser tr229,323
spdr ser tr202,798
New stocks bought by Laraway Financial Advisors Inc

Additions

Ticker% Inc.
j p morgan exchange traded f43.4
vanguard bd index fds26.45
vanguard scottsdale fds24.76
cvs health corp24.67
home depot inc22.13
intel corp19.21
pfizer inc14.3
spdr ser tr14.22
Additions to existing portfolio by Laraway Financial Advisors Inc

Reductions

Ticker% Reduced
target corp-10.27
vanguard index fds-8.2
vanguard index fds-6.02
first tr exchange-traded fd-5.77
vanguard scottsdale fds-4.39
schwab strategic tr-4.07
us bancorp del-4.00
schwab strategic tr-3.7
Laraway Financial Advisors Inc reduced stake in above stock

Sold off

None of the stocks were completely sold off by Laraway Financial Advisors Inc

Sector Distribution

Laraway Financial Advisors Inc has about 50.7% of it's holdings in Others sector.

Sector%
Others50.7
Technology18
Healthcare7
Communication Services5.9
Consumer Defensive5.3
Consumer Cyclical4.5
Financial Services3.7
Industrials3
Utilities1.1

Market Cap. Distribution

Laraway Financial Advisors Inc has about 49.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED50.1
MEGA-CAP34.5
LARGE-CAP15.2

Stocks belong to which Index?

About 48.2% of the stocks held by Laraway Financial Advisors Inc either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others51.8
S&P 50048.2
Top 5 Winners (%)%
ERIE
erie indemnity co
48.8 %
MMM
3m co
33.7 %
PYPL
paypal hldgs inc
33.6 %
AFL
aflac inc
25.2 %
PH
parker-hannifin corp
24.9 %
Top 5 Winners ($)$
AAPL
apple inc
1.1 M
ERIE
erie indemnity co
0.4 M
XLB
select sector spdr tr
0.3 M
XLB
select sector spdr tr
0.3 M
UNH
unitedhealth group inc
0.2 M
Top 5 Losers (%)%
LRCX
lam research corp
-23.4 %
INTC
intel corp
-20.6 %
BA
boeing co
-16.1 %
VLO
valero energy corp
-13.9 %
WDC
western digital corp
-9.9 %
Top 5 Losers ($)$
GOOG
alphabet inc.
-0.3 M
LRCX
lam research corp
-0.2 M
MSFT
microsoft corp
-0.1 M
VLO
valero energy corp
-0.1 M
GOOG
alphabet inc.
-0.1 M

Laraway Financial Advisors Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Laraway Financial Advisors Inc

Laraway Financial Advisors Inc has 116 stocks in it's portfolio. About 36.6% of the portfolio is in top 10 stocks. GOOG proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Laraway Financial Advisors Inc last quarter.

Last Reported on: 15 Nov, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions