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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, QUAL, TFLO, GARP, and represent 79.23% of Landaas & Co's stock portfolio.
Added to shares of these 10 stocks: QUAL, GARP, SCHD, SPY, SGOV, TEQI, GOOGL, VEA, VTI, VOO.
Started 8 new stock positions in MDLZ, OXY, AVUS, VEA, SGOV, CSCO, TRI, TEQI.
Reduced shares in these 10 stocks: TFLO (-$9.3M), TSLA, IWD, FVAL, PSN, HOG, VZ, VIG, , IYR.
Sold out of its positions in FVAL, HOG, IYR, MRK, PSN, MMM, VIG, VZ.
Landaas & Co was a net seller of stock by $-382k.
Landaas & Co has $361M in assets under management (AUM), dropping by 0.56%.
Central Index Key (CIK): 0000913990

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Portfolio Holdings for Landaas & Co

Landaas & Co holds 89 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Vanguard Total Stk Mkt Etf Stk Mkt Etf (VTI)	29.5	$106M		367k	289.81	View chart
Ishares Tr Russell 1000 Value Etf Rus 1000 Val Etf (IWD)	18.2	$66M		355k	185.13	View chart
Ishares Tr Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)	16.9	$61M	+7%	342k	178.08	View chart
Ishares Tr Treas Fltg Rate Bd Etf TRS FLT RT BD (TFLO)	9.1	$33M	-22%	650k	50.47	View chart
Ishares Tr Msci Usa Quality Garp Etf Factors Us Gro (GARP)	5.6	$20M	+27%	361k	56.25	View chart
Vanguard Index Fds S&p 500 Etf S&p 500 Etf Shs (VOO)	2.3	$8.3M	+3%	16k	538.84	View chart
Ishares Tr Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)	2.3	$8.1M		20k	401.59	View chart
Apple (AAPL)	2.0	$7.3M	+2%	29k	250.44	View chart
Ishares Tr Select Divid Etf Select Divid Etf (DVY)	1.4	$5.0M	+3%	38k	131.28	View chart
Microsoft Corporation (MSFT)	1.2	$4.3M		10k	421.52	View chart
Ishares Tr Russell 1000 Etf Rus 1000 Etf (IWB)	0.6	$2.3M	+4%	7.0k	322.12	View chart
Fiserv (FI)	0.5	$1.7M	-2%	8.4k	205.41	View chart
Amazon (AMZN)	0.5	$1.7M		7.5k	219.40	View chart
Tesla Motors (TSLA)	0.4	$1.6M	-57%	3.9k	403.81	View chart
Oracle Corporation (ORCL)	0.3	$1.2M		7.5k	166.67	View chart
Wec Energy Group (WEC)	0.3	$1.2M		13k	94.03	View chart
Procter & Gamble Company (PG)	0.3	$1.1M		6.7k	167.61	View chart
Spdr S&p 500 Etf Tr Tr Unit Tr Unit (SPY)	0.3	$1.1M	+85%	1.9k	586.01	View chart
Industrial SPDR (XLI)	0.3	$1.1M		8.5k	131.73	View chart
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)	0.3	$1.0M	+2%	2.3k	453.12	View chart
JPMorgan Chase & Co. (JPM)	0.3	$997k		4.2k	239.66	View chart
McDonald's Corporation (MCD)	0.3	$930k	-2%	3.2k	289.81	View chart
NVIDIA Corporation (NVDA)	0.3	$917k	+6%	6.8k	134.26	View chart
Invesco Exchange-traded Fd Tr Ii S&p 500 Low Volatility Etf S&p500 Low Vol (SPLV)	0.2	$889k	-3%	13k	70.02	View chart
Abbvie (ABBV)	0.2	$871k	+4%	4.9k	177.68	View chart
Vanguard World Fd Esg U S Stock Etf Esg Us Stk Etf (ESGV)	0.2	$845k	+18%	8.1k	104.84	View chart
Vanguard Mun Bd Fds Tax-exempt Bd Index Fd Etf Tax Exempt Bd (VTEB)	0.2	$838k		17k	50.14	View chart
Schwab Strategic Tr Us Dividend Equity Etf Us Dividend Eq (SCHD)	0.2	$806k	+200%	30k	27.30	View chart
Alphabet Inc Cl A Cap Stk Cl A (GOOGL)	0.2	$792k	+50%	4.2k	189.38	View chart
Ishares Tr Msci Intl Quality Factor Etf Msci Intl Qualty (IQLT)	0.2	$627k	-11%	17k	37.11	View chart
Walt Disney Company (DIS)	0.2	$622k		5.6k	111.43	View chart
Vanguard World Fd Vanguard Mega Cap Value Etf Mega Cap Val Etf (MGV)	0.2	$592k		4.7k	125.00	View chart
Freeport-mcmoran Inc Cl B CL B (FCX)	0.2	$586k		15k	38.08	View chart
Ishares Tr Us Aerospace & Defense Etf Us Aer Def Etf (ITA)	0.2	$578k	+22%	4.0k	145.23	View chart
Vanguard Index Fds Vanguard Growth Etf Growth Etf (VUG)	0.2	$578k		1.4k	410.22	View chart
Caterpillar (CAT)	0.1	$533k	+13%	1.5k	362.58	View chart
Vanguard Index Fds Vanguard Value Etf Value Etf (VTV)	0.1	$500k	+55%	3.0k	169.43	View chart
Costco Wholesale Corporation (COST)	0.1	$497k		542.00	916.97	View chart
Eaton Corporation Plc Shs Isin#ie00b8kqn827 SHS (ETN)	0.1	$493k		1.5k	331.76	View chart
Ishares Tr Intl Select Divid Etf Index Intl Sel Div Etf (IDV)	0.1	$480k	-4%	18k	27.35	View chart
Abbott Laboratories (ABT)	0.1	$430k	+5%	3.8k	113.22	View chart
Vaneck Etf Tr Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)	0.1	$417k	-21%	4.5k	92.81	View chart
Fidelity National Information Services (FIS)	0.1	$417k		5.2k	80.67	View chart
Ishares Tr Msci Kld 400 Social Etf Msci Kld400 Soc (DSI)	0.1	$416k	+21%	3.8k	110.23	View chart
Coca-Cola Company (KO)	0.1	$400k		6.4k	62.19	View chart
Ishares Tr Morningstar U S Equity Etf Mrngstr Lg-cp Et (ILCB)	0.1	$399k		4.9k	81.16	View chart
Nextera Energy (NEE)	0.1	$391k	+2%	5.5k	71.68	View chart
Amphenol Corp New Cl A Cl A (APH)	0.1	$362k		5.2k	69.54	View chart
Us Bancorp Del Com New (USB)	0.1	$349k		7.3k	47.84	View chart
Linde Plc New Shs Isin#ie000s9ys762 SHS (LIN)	0.1	$347k		828.00	419.08	View chart
Exxon Mobil Corporation (XOM)	0.1	$339k		3.2k	107.58	View chart
Invesco Exchange-traded Fd Tr Ii Invesco S&p 500 Revenue Etf S&p 500 Revenue (RWL)	0.1	$332k		3.4k	97.99	View chart
UnitedHealth (UNH)	0.1	$330k		653.00	505.36	View chart
Ishares Inc Msci Global Minimum Vol Factor Etf Msci Gbl Min Vol (ACWV)	0.1	$330k		3.0k	109.05	View chart
Ishares Tr Ishares 0-3 Mnth Treas Bd Etf 0-3 Mnth Treasry (SGOV)	0.1	$327k	NEW	3.3k	100.18	View chart
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)	0.1	$326k	+8%	1.7k	190.64	View chart
Wal-Mart Stores (WMT)	0.1	$319k	-6%	3.5k	90.24	View chart
Visa Inc Com Cl A Cl A (V)	0.1	$317k		1.0k	315.74	View chart
Fidelity Covington Tr Divid Etf For Rising Rates Divid Etf Risi (FDRR)	0.1	$311k		6.1k	51.32	View chart
T Rowe Price Exchange-traded Fds Inc Equity Income Etf Price Eqt Income (TEQI)	0.1	$308k	NEW	7.6k	40.55	View chart
Invesco Exchange-traded Fd Tr Ii Pfd Etf Pfd Etf (PGX)	0.1	$300k		26k	11.54	View chart
MGE Energy (MGEE)	0.1	$297k		3.2k	93.81	View chart
Eli Lilly & Co. (LLY)	0.1	$291k		377.00	771.88	View chart
International Business Machines (IBM)	0.1	$290k		1.3k	219.70	View chart
Amgen (AMGN)	0.1	$287k	-2%	1.1k	260.91	View chart
Raytheon Technologies Corp (RTX)	0.1	$279k		2.4k	115.58	View chart
Qualcomm (QCOM)	0.1	$275k		1.8k	153.55	View chart
Johnson & Johnson (JNJ)	0.1	$267k	-4%	1.8k	144.87	View chart
Automatic Data Processing (ADP)	0.1	$266k		910.00	292.31	View chart
Vanguard Intl Fd Ftse Developed Mkts Etf Van Ftse Dev Mkt (VEA)	0.1	$265k	NEW	5.5k	47.77	View chart
Pepsi (PEP)	0.1	$244k	-14%	1.6k	152.31	View chart
PNC Financial Services (PNC)	0.1	$243k		1.3k	193.01	View chart
Mccormick & Co Inc Com Non Vtg Com Non Vtg (MKC)	0.1	$240k		3.2k	76.19	View chart
Colgate-Palmolive Company (CL)	0.1	$238k		2.6k	90.84	View chart
Thomson Reuters Corp. (TRI)	0.1	$228k	NEW	1.4k	160.90	View chart
Chevron Corporation (CVX)	0.1	$227k	-5%	1.6k	145.14	View chart
Philip Morris International (PM)	0.1	$226k		1.9k	120.47	View chart
American Centy Etf Tr Avantis U S Equity Etf Us Eqt Etf (AVUS)	0.1	$225k	NEW	2.3k	96.77	View chart
Lockheed Martin Corporation (LMT)	0.1	$219k		450.00	486.67	View chart
Occidental Petroleum Corporation (OXY)	0.1	$217k	NEW	4.4k	49.32	View chart
Mondelez Intl Inc Cl A Cl A (MDLZ)	0.1	$217k	NEW	3.6k	59.78	View chart
Union Pacific Corporation (UNP)	0.1	$215k		942.00	228.24	View chart
Lowe's Companies (LOW)	0.1	$208k		842.00	247.03	View chart
Home Depot (HD)	0.1	$205k		526.00	389.73	View chart
Cisco Systems (CSCO)	0.1	$203k	NEW	3.4k	59.30	View chart
J P Morgan Exchange-traded Fd Tr Active Value Etf Active Value Etf (JAVA)	0.1	$201k		3.2k	63.45	View chart
Public Storage (PSA)	0.1	$200k		668.00	299.40	View chart
Ishares Tr Global Clean Energy Etf Gl Clean Ene Etf (ICLN)	0.0	$121k	-19%	11k	11.41	View chart
Pinstripes Hldgs Inc Cl A Cl A (PNST)	0.0	$31k		78k	0.40	View chart

Past Filings by Landaas & Co

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

Landaas & Co 2024 Q4 filed Feb. 27, 2025
Landaas & Co 2024 Q3 filed Nov. 12, 2024
Landaas & Co 2024 Q1 filed May 9, 2024
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

View all past filings

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