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CIK: 0000913990
Total reported value
$549.7M
$549.7M
86 檔
44.1%
The Q1 2024 SEC filing reveals that Landaas & Co /wi /adv held a total portfolio value of $549.7M, covering 86 public equity positions.
During Q1 2024, Landaas & Co /wi /adv's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VTI, IWD, QUAL) accounted for 44.1% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 30.76% | -1.16% | +1.29% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 21.04% | -0.52% | +1.65% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 12.86% | -0.55% | +21.91% | |
| 4 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 12.04% | +0.25% | +6.27% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.18% | +0.01% | +1.23% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.12% | -0.12% | +2.46% | |
| 7 | GARP | Ishares Msci USA Quality Gar | ETF-Other | 2.10% | +1.06% | +85.12% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.68% | -0.18% | +11.06% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.50% | -0.17% | +0.57% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.37% | -0.22% | +0.99% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.67% | +0.07% | +27.06% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.65% | -0.03% | +1.17% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | -0.02% | +6.72% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.35% | -0.03% | +0.15% | |
| 15 | XLI | Ss Industrial Select Sector | ETF-Other | 0.35% | -0.02% | — | |
| 16 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.33% | -0.03% | — | |
| 17 | FISV | Fiserv Inc | Stock-Other | 0.33% | -0.03% | -8.88% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | -0.06% | +0.27% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 0.31% | -0.04% | — | |
| 20 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.30% | -0.03% | +0.09% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.30% | -0.06% | -5.45% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.27% | -0.01% | -16.38% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.26% | -0.04% | — | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.25% | -0.06% | +1.98% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | -0.03% | — | |
| 26 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.25% | -0.02% | -2.55% | |
| 27 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.24% | -0.02% | +0.41% | |
| 28 | USB | US Bancorp | Stock-Financials | 0.20% | -0.01% | +10.13% | |
| 29 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.19% | -0.01% | -9.22% | |
| 30 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.18% | — | -5.10% | |
| 31 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.18% | -0.01% | — | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 0.18% | +0.01% | -15.46% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.17% | — | -1.65% | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.16% | +0.01% | — | |
| 35 | FIS | Fidelity National Info Serv | Stock-Tech | 0.16% | — | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.16% | -0.02% | — | |
| 37 | IDV | Ishares International Select | ETF-Other | 0.16% | -0.02% | -5.28% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.16% | — | +0.69% | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.15% | -0.01% | -14.60% | |
| 40 | ILCB | Ishares Morningstar U.s. Equ | ETF-Other | 0.15% | -0.01% | +0.11% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | — | +1.44% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.13% | -0.02% | -0.17% | |
| 43 | LIN | Linde plc | Stock-Materials | 0.12% | -0.01% | — | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.12% | -0.02% | +8.60% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.12% | -0.02% | +0.87% | |
| 46 | PGX | Invesco Preferred ETF | ETF-Other | 0.11% | -0.01% | -14.30% | |
| 47 | INTC | Intel CORP | Stock-Tech | 0.11% | +0.11% | NEW | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.11% | -0.03% | — | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.11% | -0.05% | EXIT | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.11% | +0.05% | NEW |
According to official SEC Form 13F filings, Landaas & Co /wi /adv reported a total U.S. public equity portfolio value of $549.7M across 86 disclosed positions in Q1 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q1 2024, Landaas & Co /wi /adv's top holdings by market value included VTI (30.8%)、IWD (21.0%)、QUAL (12.9%). The largest single position, VTI, represented 30.8% of total portfolio value.
In Q1 2024, Landaas & Co /wi /adv made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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