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Landaas & Co

Latest statistics and disclosures from Landaas & Co's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, IWD, TFLO, QUAL, IWF, and represent 79.23% of Landaas & Co's stock portfolio.
Added to shares of these 10 stocks: TFLO (+$8.4M), QUAL (+$7.1M), STLG, VOO, IWB, QCOM, SCHW, UNP, BMO, NKE.
Started 9 new stock positions in LMT, UNP, SCHW, RTX, STLG, QCOM, BMO, CL, NKE.
Reduced shares in these 10 stocks: IWD, PGX, DVY, LNT, PFE, , XOM, JNJ, IDV, IYR.
Sold out of its positions in LNT, CCFLU, CSCO, PFE.
Landaas & Co was a net buyer of stock by $18M.
Landaas & Co has $270M in assets under management (AUM), dropping by 17.00%.
Central Index Key (CIK): 0000913990

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Portfolio Holdings for Landaas & Co

Landaas & Co holds 79 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI)	31.6	$85M		359k	237.21	View chart
Ishares Tr Russell 1000 Value Etf Rus 1000 Val Etf (IWD)	21.8	$59M	-2%	355k	165.25	View chart
Ishares Tr Treas Fltg Rate Bd Etf TRS FLT RT BD (TFLO)	12.9	$35M	+31%	688k	50.47	View chart
Ishares Tr Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)	10.8	$29M	+32%	197k	147.14	View chart
Ishares Tr Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)	2.2	$5.9M		20k	303.20	View chart
Vanguard Index Fds S&p 500 Etf S&p 500 Etf Shs (VOO)	2.1	$5.8M	+9%	13k	436.78	View chart
Apple (AAPL)	1.9	$5.2M		27k	192.10	View chart
Ishares Tr Select Divid Etf Select Divid Etf (DVY)	1.6	$4.4M	-6%	37k	117.21	View chart
Microsoft Corporation (MSFT)	1.4	$3.7M		9.9k	376.09	View chart
Ishares Tr Factors Us Growth Style Etf Factors Us Gro (STLG)	1.1	$3.0M	NEW	73k	41.10	View chart
Tesla Motors (TSLA)	0.9	$2.3M		9.2k	248.43	View chart
Ishares Tr Russell 1000 Etf Rus 1000 Etf (IWB)	0.7	$1.8M	+25%	6.9k	262.26	View chart
Amazon (AMZN)	0.4	$1.1M		7.1k	151.98	View chart
Wec Energy Group (WEC)	0.4	$1.0M		12k	84.14	View chart
McDonald's Corporation (MCD)	0.4	$1.0M		3.5k	296.51	View chart
Procter & Gamble Company (PG)	0.4	$983k	+15%	6.7k	146.56	View chart
Select Sector Spdr Tr Indl Indl (XLI)	0.4	$973k		8.5k	113.93	View chart
Fiserv (FI)	0.3	$920k	-8%	6.9k	132.79	View chart
Invesco Exchange-traded Fd Tr Ii S&p 500 Low Volatility Etf S&p500 Low Vol (SPLV)	0.3	$881k	-11%	14k	62.62	View chart
Abbvie (ABBV)	0.3	$838k	+11%	5.4k	155.10	View chart
JPMorgan Chase & Co. (JPM)	0.3	$828k	-2%	4.8k	171.11	View chart
Oracle Corporation (ORCL)	0.3	$787k	+23%	7.5k	105.44	View chart
Vanguard Mun Bd Fds Tax-exempt Bd Index Fd Etf Tax Exempt Bd (VTEB)	0.3	$768k		15k	51.08	View chart
Schwab Strategic Tr Us Dividend Equity Etf Us Dividend Eq (SCHD)	0.3	$749k		9.8k	76.12	View chart
Freeport-mcmoran Inc Cl B CL B (FCX)	0.2	$652k		15k	42.54	View chart
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)	0.2	$650k		1.8k	356.75	View chart
Abbott Laboratories (ABT)	0.2	$641k	+12%	5.8k	110.08	View chart
Vaneck Etf Tr Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)	0.2	$594k		7.0k	84.92	View chart
Walt Disney Company (DIS)	0.2	$577k		6.4k	90.23	View chart
Us Bancorp Del Com New (USB)	0.2	$560k		13k	43.52	View chart
Vanguard World Fd Esg U S Stock Etf Esg Us Stk Etf (ESGV)	0.2	$545k		6.4k	85.08	View chart
Vanguard World Fd Vanguard Mega Cap Value Etf Mega Cap Val Etf (MGV)	0.2	$518k		4.7k	109.38	View chart
Ishares Tr Intl Select Divid Etf Index Intl Sel Div Etf (IDV)	0.2	$505k	-24%	18k	28.01	View chart
Amgen (AMGN)	0.2	$504k	-2%	1.8k	288.00	View chart
Vanguard Index Fds Vanguard Growth Etf Growth Etf (VUG)	0.2	$471k	+36%	1.5k	310.48	View chart
Spdr S&p 500 Etf Tr Tr Unit Tr Unit (SPY)	0.2	$443k		933.00	474.81	View chart
Eaton Corporation Plc Shs Isin#ie00b8kqn827 SHS (ETN)	0.2	$419k		1.7k	240.80	View chart
Ishares Tr Morningstar U S Equity Etf Morningstr Us Eq (ILCB)	0.2	$411k		6.2k	65.80	View chart
Fidelity National Information Services (FIS)	0.1	$398k		6.6k	60.03	View chart
Alphabet Inc Class A cs (GOOGL)	0.1	$397k	-6%	2.8k	139.79	View chart
Intel Corporation (INTC)	0.1	$390k	+2%	7.8k	50.21	View chart
Invesco Exchange-traded Fd Tr Ii Pfd Etf Pfd Etf (PGX)	0.1	$388k	-48%	34k	11.47	View chart
Caterpillar (CAT)	0.1	$384k		1.3k	295.84	View chart
Coca-Cola Company (KO)	0.1	$380k		6.4k	58.98	View chart
UnitedHealth (UNH)	0.1	$352k		669.00	526.16	View chart
Pepsi (PEP)	0.1	$349k	-5%	2.1k	170.08	View chart
Linde Plc New Shs Isin#ie000s9ys762 SHS (LIN)	0.1	$340k		828.00	410.63	View chart
Mccormick & Co Inc Com Non Vtg Com Non Vtg (MKC)	0.1	$328k	-5%	4.8k	68.48	View chart
Ishares Tr Global Clean Energy Etf Gl Clean Ene Etf (ICLN)	0.1	$325k	-26%	21k	15.57	View chart
Nextera Energy (NEE)	0.1	$323k		5.3k	60.71	View chart
Exxon Mobil Corporation (XOM)	0.1	$309k	-40%	3.1k	99.87	View chart
Ishares Inc Msci Global Minimum Vol Factor Etf Msci Gbl Min Vol (ACWV)	0.1	$307k		3.1k	100.29	View chart
Costco Wholesale Corporation (COST)	0.1	$307k		465.00	660.22	View chart
Vanguard Index Fds Vanguard Value Etf Value Etf (VTV)	0.1	$291k	-4%	1.9k	149.38	View chart
Johnson & Johnson (JNJ)	0.1	$289k	-37%	1.8k	156.98	View chart
Ishares Tr Msci Kld 400 Social Etf Msci Kld400 Soc (DSI)	0.1	$280k		3.1k	91.03	View chart
Willis Towers Watson Pub Ltd Co Shs Isin#ie00bdb6q211 SHS (WTW)	0.1	$268k		1.1k	240.79	View chart
Invesco Exchange-traded Fd Tr Ii Invesco S&p 500 Revenue Etf S&p 500 Revenue (RWL)	0.1	$264k		3.1k	85.49	View chart
Qualcomm (QCOM)	0.1	$259k	NEW	1.8k	144.61	View chart
Amphenol Corporation (APH)	0.1	$258k		2.6k	99.23	View chart
Vanguard Specialized Funds Divid Appreciation Etf Div App Etf (VIG)	0.1	$256k	-25%	1.5k	170.67	View chart
Schwab Strategic Tr Us Large-cap Value Etf Us Lcap Va Etf (SCHV)	0.1	$254k		3.6k	70.17	View chart
Charles Schwab Corporation (SCHW)	0.1	$248k	NEW	3.6k	68.89	View chart
International Business Machines (IBM)	0.1	$245k		1.5k	163.66	View chart
Chevron Corporation (CVX)	0.1	$244k		1.6k	148.96	View chart
Fidelity Covington Tr Value Factor Etf Vlu Factor Etf (FVAL)	0.1	$242k		4.6k	53.07	View chart
Union Pacific Corporation (UNP)	0.1	$231k	NEW	942.00	245.22	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$230k	NEW	2.3k	98.88	View chart
MGE Energy (MGEE)	0.1	$229k	-8%	3.2k	72.33	View chart
Ishares Tr Us Real Estate Etf U.s. Real Es Etf (IYR)	0.1	$222k	-37%	2.4k	91.51	View chart
Visa Inc Com Cl A Com Cl A (V)	0.1	$221k	-10%	849.00	260.31	View chart
Eli Lilly & Co. (LLY)	0.1	$220k		377.00	583.55	View chart
Nike Inc Cl B CL B (NKE)	0.1	$213k	NEW	2.0k	108.67	View chart
Automatic Data Processing (ADP)	0.1	$212k	-4%	910.00	232.97	View chart
Colgate-Palmolive Company (CL)	0.1	$209k	NEW	2.6k	79.77	View chart
Merck & Co (MRK)	0.1	$206k	-23%	1.9k	108.99	View chart
Lockheed Martin Corporation (LMT)	0.1	$204k	NEW	450.00	453.33	View chart
Raytheon Technologies Corp (RTX)	0.1	$203k	NEW	2.4k	84.09	View chart
Lyft Inc Cl A Cl A (LYFT)	0.1	$153k	-11%	10k	15.00	View chart

Past Filings by Landaas & Co

SEC 13F filings are viewable for Landaas & Co going back to 2017

Landaas & Co 2023 Q4 filed Feb. 12, 2024
Landaas & Co 2023 Q3 filed Nov. 13, 2023
Landaas & Co 2023 Q2 filed Aug. 3, 2023
Landaas & Co 2023 Q1 filed May 10, 2023
Landaas & Co 2022 Q4 filed Feb. 15, 2023
Landaas & Co 2022 Q3 filed Nov. 14, 2022
Landaas & Co 2022 Q2 filed Aug. 9, 2022
Landaas & Co 2022 Q1 filed May 9, 2022
Landaas & Co 2021 Q4 filed March 3, 2022
Landaas & Co 2021 Q3 filed Nov. 12, 2021
Landaas & Co 2021 Q2 filed Aug. 17, 2021
Landaas & Co 2021 Q1 filed May 11, 2021
Landaas & Co 2020 Q4 filed Feb. 16, 2021
Landaas & Co 2020 Q3 filed Nov. 6, 2020
Landaas & Co 2020 Q2 filed Aug. 4, 2020
Landaas & Co 2020 Q1 filed May 5, 2020

View all past filings

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