$101 Million is the total value of Laraway Financial Advisors Inc's 105 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SPSM | New | SPDR SER TRportfolio s&p600 | $314,589 | – | 8,100 | +100.0% | 0.31% | – |
TM | New | TOYOTA MOTOR CORPads | $208,975 | – | 1,300 | +100.0% | 0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-28
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 8 | Q3 2023 | 9.9% |
SELECT SECTOR SPDR TR | 8 | Q3 2023 | 3.8% |
SPDR S&P 500 ETF | 8 | Q3 2023 | 3.5% |
VANGUARD VALUE ETF IV | 8 | Q3 2023 | 3.6% |
MICROSOFT CORP | 8 | Q3 2023 | 3.5% |
VANGUARD TAX-MANAGED FDS | 8 | Q3 2023 | 3.5% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 3.5% |
SPDR SHORT TERM | 8 | Q3 2023 | 2.6% |
SELECT STR FINANCIAL | 8 | Q3 2023 | 2.4% |
BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 2.3% |
View Laraway Financial Advisors Inc's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-14 |
13F-HR | 2024-02-07 |
13F-HR | 2023-11-16 |
13F-HR | 2023-07-28 |
13F-HR | 2023-06-09 |
13F-HR | 2023-02-22 |
13F-HR | 2022-11-15 |
13F-HR | 2022-08-12 |
13F-HR | 2022-05-17 |
13F-HR | 2022-02-11 |
View Laraway Financial Advisors Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.