Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
APPLE INC | 50,138 | -986 | $9,653 |
AAPL | 50,138 | -986 | $9,653 |
VANGUARD INDEX FDS (VTV) | 25,999 | +965 | $3,887 |
VTV | 25,999 | +965 | $3,887 |
SPDR S&P 500 ETF (SPY) | 8,159 | +197 | $3,878 |
SPY | 8,159 | +197 | $3,878 |
VANGUARD INDEX FDS (VUG) | 12,235 | +189 | $3,804 |
VUG | 12,235 | +189 | $3,804 |
VANGUARD TAX MANAGED FDS (VEA) | 72,568 | -300 | $3,476 |
VEA | 72,568 | -300 | $3,476 |
MICROSOFT CORP | 9,151 | -215 | $3,441 |
MSFT | 9,151 | -215 | $3,441 |
SELECT SECTOR SPDR TR (XLV) | 24,692 | UNCH | $3,368 |
XLV | 24,692 | UNCH | $3,368 |
SELECT SECTOR SPDR TR (XLF) | 61,863 | -67 | $2,326 |
XLF | 61,863 | -67 | $2,326 |
BERKSHIRE HATHAWAY INC DEL | $2,291 | ||
BRK.B | 6,423 | UNCH | $2,291 |
ALPHABET INC. | 16,345 | -215 | $2,283 |
GOOGL | 16,345 | -215 | $2,283 |
SPDR SER TR (SPSB) | 71,638 | -2,963 | $2,133 |
SPSB | 71,638 | -2,963 | $2,133 |
SELECT SECTOR SPDR TR (XLK) | 10,827 | UNCH | $2,084 |
XLK | 10,827 | UNCH | $2,084 |
INVESCO EXCHANGE TRADED FD T (RSP) | 12,919 | -296 | $2,039 |
RSP | 12,919 | -296 | $2,039 |
INVESCO EXCHANGE TRADED FD T (XLG) | 53,529 | -373 | $2,019 |
XLG | 53,529 | -373 | $2,019 |
SPDR SER TR (SPAB) | 70,212 | -4,423 | $1,800 |
SPAB | 70,212 | -4,423 | $1,800 |
UNITEDHEALTH GROUP INC | 3,219 | -74 | $1,695 |
UNH | 3,219 | -74 | $1,695 |
LILLY ELI & CO | 2,897 | -104 | $1,689 |
LLY | 2,897 | -104 | $1,689 |
AMAZON.COM INC | 10,210 | +19 | $1,551 |
AMZN | 10,210 | +19 | $1,551 |
SPDR SER TR (SLYV) | 18,053 | UNCH | $1,504 |
SLYV | 18,053 | UNCH | $1,504 |
VANGUARD INDEX FDS (VO) | 6,139 | +34 | $1,428 |
VO | 6,139 | +34 | $1,428 |
NVIDIA CORP | 2,667 | -103 | $1,321 |
NVDA | 2,667 | -103 | $1,321 |
SELECT SECTOR SPDR TR (XLU) | 20,693 | +30 | $1,311 |
XLU | 20,693 | +30 | $1,311 |
THERMO FISHER SCIENTIFIC INC | 2,468 | UNCH | $1,310 |
TMO | 2,468 | UNCH | $1,310 |
HARTFORD FDS EXCHANGE TRADED (HTRB) | 36,919 | -1,093 | $1,256 |
HTRB | 36,919 | -1,093 | $1,256 |
COSTCO WHOLESALE CO | 1,837 | -25 | $1,213 |
COST | 1,837 | -25 | $1,213 |
SPDR INDEX SHS FDS (CWI) | 41,449 | -790 | $1,121 |
CWI | 41,449 | -790 | $1,121 |
INVESCO EXCH TRADED FD TR II (SPLV) | 17,368 | -50 | $1,088 |
SPLV | 17,368 | -50 | $1,088 |
SCHWAB STRATEGIC TR | 22,529 | -726 | $1,064 |
SCHA | 22,529 | -726 | $1,064 |
NETFLIX INC | 2,125 | UNCH | $1,035 |
NFLX | 2,125 | UNCH | $1,035 |
FIRST TR EXCHNG TRADED FD VI (FIXD) | 21,436 | -1,781 | $956 |
FIXD | 21,436 | -1,781 | $956 |
ALPHABET INC. | 6,722 | UNCH | $947 |
GOOG | 6,722 | UNCH | $947 |
META PLATFORMS INC | 2,662 | UNCH | $942 |
META | 2,662 | UNCH | $942 |
VANGUARD SCOTTSDALE FDS (VGIT) | 15,374 | -150 | $912 |
VGIT | 15,374 | -150 | $912 |
J P MORGAN EXCHANGE TRADED F (JPST) | 17,698 | -802 | $889 |
JPST | 17,698 | -802 | $889 |
WALMART INC | 5,489 | UNCH | $865 |
WMT | 5,489 | UNCH | $865 |
CONSTELLATION BRAND | 3,240 | UNCH | $783 |
STZ | 3,240 | UNCH | $783 |
NOVO NORDISK A S | 7,356 | -300 | $761 |
NVO | 7,356 | -300 | $761 |
JOHNSON & JOHNSON | 4,831 | +87 | $757 |
JNJ | 4,831 | +87 | $757 |
LOWES COMPANIES INC | 3,376 | UNCH | $751 |
LOW | 3,376 | UNCH | $751 |
TJX COS INC NEW | 7,845 | -62 | $736 |
TJX | 7,845 | -62 | $736 |
ERIE INDEMNITY CO | 2,190 | UNCH | $733 |
ERIE | 2,190 | UNCH | $733 |
ORACLE CORP | 6,934 | +25 | $731 |
ORCL | 6,934 | +25 | $731 |
LAM RESEARCH CORP | 931 | UNCH | $729 |
LRCX | 931 | UNCH | $729 |
SCHWAB STRATEGIC TR | 13,893 | -938 | $725 |
SCHP | 13,893 | -938 | $725 |
ILLINOIS TOOL WORKS | 2,650 | UNCH | $694 |
ITW | 2,650 | UNCH | $694 |
PEPSICO INC | 4,008 | UNCH | $681 |
PEP | 4,008 | UNCH | $681 |
VALERO ENERGY CORP | 5,213 | -25 | $678 |
VLO | 5,213 | -25 | $678 |
PARKER HANNIFIN CORP | 1,465 | -20 | $675 |
PH | 1,465 | -20 | $675 |
CDW CORP | 2,907 | -100 | $661 |
CDW | 2,907 | -100 | $661 |
NEXTERA ENERGY INC | 10,737 | +13 | $652 |
NEE | 10,737 | +13 | $652 |
See Full List: All Stocks Held By Laraway Financial Advisors Inc
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Laraway Financial Advisors Inc
Size ($ in 1000's)
At 12/31/2023: $105,178 At 09/30/2023: $95,987 Laraway Financial Advisors Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Laraway Financial Advisors Inc 13F filings. Link to 13F filings: SEC filings |