Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
WPC | Exit | WP CAREY INC | $0 | – | -2,726 | -100.0% | -0.15% | – |
CVS | Exit | CVS HEALTH CORP | $0 | – | -2,340 | -100.0% | -0.17% | – |
BLL | Exit | BALL CORP | $0 | – | -3,576 | -100.0% | -0.18% | – |
GIS | Exit | GENERAL MLS INC | $0 | – | -2,898 | -100.0% | -0.19% | – |
BK | Exit | BANK NEW YORK MELLON CORP | $0 | – | -4,373 | -100.0% | -0.19% | – |
RDVY | Exit | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $0 | – | -4,081 | -100.0% | -0.20% | – |
MMM | Exit | 3M CO | $0 | – | -2,065 | -100.0% | -0.20% | – |
TOTL | Exit | SSGA ACTIVE ETF TRspdr tr tactic | $0 | – | -5,301 | -100.0% | -0.21% | – |
CVX | Exit | CHEVRON CORP NEW | $0 | – | -1,241 | -100.0% | -0.22% | – |
SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -2,993 | -100.0% | -0.22% | – |
PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -3,750 | -100.0% | -0.23% | – |
EMR | Exit | EMERSON ELEC CO | $0 | – | -2,300 | -100.0% | -0.23% | – |
TM | Exit | TOYOTA MOTOR CORPads | $0 | – | -1,300 | -100.0% | -0.24% | – |
USB | Exit | US BANCORP DEL | $0 | – | -7,238 | -100.0% | -0.25% | – |
VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -7,550 | -100.0% | -0.26% | – |
NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -2,467 | -100.0% | -0.26% | – |
SPMD | Exit | SPDR SER TRportfolio s&p400 | $0 | – | -5,817 | -100.0% | -0.26% | – |
ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -1,061 | -100.0% | -0.27% | – |
AFL | Exit | AFLAC INC | $0 | – | -3,400 | -100.0% | -0.27% | – |
VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -3,445 | -100.0% | -0.27% | – |
ABBV | Exit | ABBVIE INC | $0 | – | -1,793 | -100.0% | -0.28% | – |
RTX | Exit | RTX CORP | $0 | – | -3,702 | -100.0% | -0.28% | – |
DKS | Exit | DICKS SPORTING GOODS | $0 | – | -2,475 | -100.0% | -0.28% | – |
BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -3,929 | -100.0% | -0.29% | – |
PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -3,025 | -100.0% | -0.29% | – |
PFE | Exit | PFIZER INC | $0 | – | -8,853 | -100.0% | -0.31% | – |
SPSM | Exit | SPDR SER TRportfolio s&p600 | $0 | – | -8,101 | -100.0% | -0.31% | – |
DEO | Exit | DIAGEO PLCspon adr new | $0 | – | -2,032 | -100.0% | -0.32% | – |
DIS | Exit | DISNEY WALT CO | $0 | – | -3,866 | -100.0% | -0.33% | – |
XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -3,486 | -100.0% | -0.33% | – |
RIGS | Exit | ALPS ETF TRrivrfrnt str inc | $0 | – | -14,687 | -100.0% | -0.34% | – |
SCHH | Exit | SCHWAB STRATEGIC TRus reit etf | $0 | – | -18,407 | -100.0% | -0.34% | – |
DFS | Exit | DISCOVER FINL SVCS | $0 | – | -3,900 | -100.0% | -0.35% | – |
MRK | Exit | MERCK & CO. INC. | $0 | – | -3,366 | -100.0% | -0.36% | – |
SLYG | Exit | SPDR SER TRs&p 600 smcp grw | $0 | – | -5,035 | -100.0% | -0.38% | – |
CSCO | Exit | CISCO SYSTEMS INC | $0 | – | -6,900 | -100.0% | -0.39% | – |
BA | Exit | BOEING CO | $0 | – | -1,958 | -100.0% | -0.39% | – |
VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -7,019 | -100.0% | -0.42% | – |
UHS | Exit | UNIVERSAL HLTH SVCS INCcl b | $0 | – | -3,270 | -100.0% | -0.43% | – |
INTC | Exit | INTEL CORP | $0 | – | -11,574 | -100.0% | -0.43% | – |
HD | Exit | HOME DEPOT INC | $0 | – | -1,410 | -100.0% | -0.44% | – |
XEL | Exit | XCEL ENERGY INC | $0 | – | -7,776 | -100.0% | -0.46% | – |
SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -19,773 | -100.0% | -0.49% | – |
KO | Exit | COCA-COLA CO | $0 | – | -8,485 | -100.0% | -0.50% | – |
PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -3,370 | -100.0% | -0.51% | – |
LMBS | Exit | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $0 | – | -10,858 | -100.0% | -0.53% | – |
JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -3,573 | -100.0% | -0.54% | – |
SPBO | Exit | SPDR SER TRportfolio crport | $0 | – | -19,535 | -100.0% | -0.56% | – |
NKE | Exit | NIKE INC | $0 | – | -5,804 | -100.0% | -0.58% | – |
FLRN | Exit | SPDR SER TRbloomberg invt | $0 | – | -18,082 | -100.0% | -0.58% | – |
CWB | Exit | SPDR SER TRbbg conv sec etf | $0 | – | -8,250 | -100.0% | -0.58% | – |
CMCSA | Exit | COMCAST CORPcl a | $0 | – | -12,900 | -100.0% | -0.60% | – |
V | Exit | VISA INC | $0 | – | -2,500 | -100.0% | -0.60% | – |
FDX | Exit | FEDEX CORP | $0 | – | -2,185 | -100.0% | -0.60% | – |
PH | Exit | PARKER-HANNIFIN CORP | $0 | – | -1,485 | -100.0% | -0.60% | – |
LRCX | Exit | LAM RESEARCH CORP | $0 | – | -931 | -100.0% | -0.61% | – |
ABC | Exit | CENCORA INC | $0 | – | -3,325 | -100.0% | -0.62% | – |
CDW | Exit | CDW CORP | $0 | – | -3,007 | -100.0% | -0.63% | – |
SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -13,735 | -100.0% | -0.63% | – |
ITW | Exit | ILLINOIS TOOL WORKS | $0 | – | -2,650 | -100.0% | -0.64% | – |
NEE | Exit | NEXTERA ENERGY INC | $0 | – | -10,724 | -100.0% | -0.64% | – |
ERIE | Exit | ERIE INDEMNITY COcl a | $0 | – | -2,190 | -100.0% | -0.67% | – |
PEP | Exit | PEPSICO INC | $0 | – | -4,008 | -100.0% | -0.71% | – |
NVO | Exit | NOVO-NORDISK A Sadr | $0 | – | -7,656 | -100.0% | -0.72% | – |
LOW | Exit | LOWES COMPANIES INC | $0 | – | -3,376 | -100.0% | -0.73% | – |
TJX | Exit | TJX COS INC NEW | $0 | – | -7,907 | -100.0% | -0.73% | – |
ORCL | Exit | ORACLE CORP | $0 | – | -6,909 | -100.0% | -0.76% | – |
JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -4,744 | -100.0% | -0.77% | – |
VLO | Exit | VALERO ENERGY CORP | $0 | – | -5,238 | -100.0% | -0.77% | – |
SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -14,831 | -100.0% | -0.78% | – |
FB | Exit | META PLATFORMS INCcl a | $0 | – | -2,662 | -100.0% | -0.83% | – |
NFLX | Exit | NETFLIX INC | $0 | – | -2,125 | -100.0% | -0.84% | – |
STZ | Exit | CONSTELLATION BRANDcl a | $0 | – | -3,240 | -100.0% | -0.85% | – |
WMT | Exit | WALMART INC | $0 | – | -5,489 | -100.0% | -0.91% | – |
GOOG | Exit | ALPHABET INC.cap stk cl c | $0 | – | -6,722 | -100.0% | -0.92% | – |
VGIT | Exit | VANGUARD SCOTTSDALE FDSinter term treas | $0 | – | -15,524 | -100.0% | -0.92% | – |
JPST | Exit | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $0 | – | -18,500 | -100.0% | -0.97% | – |
SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -23,255 | -100.0% | -1.00% | – |
FIXD | Exit | FIRST TR EXCHNG TRADED FD VItcw opportunis | $0 | – | -23,217 | -100.0% | -1.02% | – |
SPLV | Exit | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $0 | – | -17,418 | -100.0% | -1.07% | – |
CWI | Exit | SPDR INDEX SHS FDSmsci acwi exus | $0 | – | -42,239 | -100.0% | -1.10% | – |
COST | Exit | COSTCO WHOLESALE CO | $0 | – | -1,862 | -100.0% | -1.10% | – |
NVDA | Exit | NVIDIA CORP | $0 | – | -2,770 | -100.0% | -1.26% | – |
XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -20,663 | -100.0% | -1.27% | – |
HTRB | Exit | HARTFORD FDS EXCHANGE TRADEDtotal rtrn etf | $0 | – | -38,012 | -100.0% | -1.27% | – |
TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -2,468 | -100.0% | -1.30% | – |
VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -6,105 | -100.0% | -1.32% | – |
AMZN | Exit | AMAZON.COM INC | $0 | – | -10,191 | -100.0% | -1.35% | – |
SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -18,053 | -100.0% | -1.36% | – |
LLY | Exit | LILLY ELI & CO | $0 | – | -3,001 | -100.0% | -1.68% | – |
UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -3,293 | -100.0% | -1.73% | – |
XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -10,827 | -100.0% | -1.85% | – |
SPAB | Exit | SPDR SER TRportfolio agrgte | $0 | – | -74,635 | -100.0% | -1.89% | – |
XLG | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $0 | – | -53,902 | -100.0% | -1.91% | – |
RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -13,215 | -100.0% | -1.95% | – |
XLF | Exit | SELECT SECTOR SPDR TRfinancial | $0 | – | -61,930 | -100.0% | -2.14% | – |
GOOGL | Exit | ALPHABET INC.cap stk cl a | $0 | – | -16,560 | -100.0% | -2.26% | – |
SPSB | Exit | SPDR SER TRportfolio short | $0 | – | -74,601 | -100.0% | -2.28% | – |
BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -6,423 | -100.0% | -2.34% | – |
MSFT | Exit | MICROSOFT CORP | $0 | – | -9,366 | -100.0% | -3.08% | – |
XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -24,692 | -100.0% | -3.31% | – |
VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -72,868 | -100.0% | -3.32% | – |
VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -12,046 | -100.0% | -3.42% | – |
SPY | Exit | SPDR S&P 500 ETFtr unit | $0 | – | -7,962 | -100.0% | -3.55% | – |
VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -25,034 | -100.0% | -3.60% | – |
AAPL | Exit | APPLE INC | $0 | – | -51,124 | -100.0% | -9.12% | – |
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 | 2024-02-07 |
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.