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CIK: 0000913990
Total reported value
$549.7M
$549.7M
83 檔
47.6%
According to the latest 13F quarterly dataset, Landaas & Co /wi /adv managed an equity portfolio of $549.7M at the end of Q2 2024, spanning 83 distinct U.S. exchange-listed positions.
During Q2 2024, Landaas & Co /wi /adv's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 29.84% | -1.16% | +0.59% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 19.00% | -0.52% | -1.01% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 14.62% | -0.55% | +16.82% | |
| 4 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 12.88% | +0.25% | +14.20% | |
| 5 | GARP | Ishares Msci USA Quality Gar | ETF-Other | 3.32% | +1.06% | +54.34% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.26% | +0.01% | +2.58% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.23% | -0.12% | +7.91% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.95% | -0.18% | +0.54% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.38% | -0.22% | +1.20% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.31% | -0.17% | -4.99% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.69% | +0.07% | -2.17% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.62% | -0.03% | -1.16% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | -0.02% | -1.85% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | -0.03% | -1.19% | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 0.32% | -0.04% | — | |
| 16 | XLI | Ss Industrial Select Sector | ETF-Other | 0.32% | -0.02% | — | |
| 17 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.30% | -0.03% | -0.46% | |
| 18 | FISV | Fiserv Inc | Stock-Other | 0.29% | -0.03% | — | |
| 19 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.26% | -0.03% | -6.43% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.25% | -0.06% | — | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.25% | -0.01% | +4.07% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | +0.01% | — | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.23% | -0.06% | — | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.23% | -0.04% | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.03% | +0.99% | |
| 26 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.23% | -0.02% | — | |
| 27 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.20% | — | +10.54% | |
| 28 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.19% | -0.02% | — | |
| 29 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.17% | -0.01% | — | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.17% | — | -1.54% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.15% | -0.02% | — | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | — | -3.44% | |
| 33 | FIS | Fidelity National Info Serv | Stock-Tech | 0.15% | — | — | |
| 34 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.15% | -0.01% | -10.35% | |
| 35 | ETN | Eaton Corporation plc | Stock-Industrials | 0.14% | -0.01% | — | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | -0.02% | +7.92% | |
| 37 | IQLT | Ishares Msci International Q | ETF-Other | 0.14% | -0.02% | — | |
| 38 | IDV | Ishares International Select | ETF-Other | 0.14% | -0.02% | -5.24% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | -0.06% | -55.56% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.13% | — | — | |
| 41 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.13% | -0.02% | +54.76% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.12% | -0.02% | — | |
| 43 | USB | US Bancorp | Stock-Financials | 0.12% | -0.01% | -31.90% | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.11% | -0.03% | — | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.11% | +0.01% | -26.91% | |
| 46 | ILCB | Ishares Morningstar U.s. Equ | ETF-Other | 0.11% | -0.01% | -21.64% | |
| 47 | LIN | Linde plc | Stock-Materials | 0.11% | -0.01% | — | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.11% | -0.02% | +0.32% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.11% | +0.01% | — | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.11% | +0.01% | -35.60% |
According to official SEC Form 13F filings, Landaas & Co /wi /adv reported a total U.S. public equity portfolio value of $549.7M across 83 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, IWD, QUAL) accounted for 47.6% of total reported equity market value during Q2 2024.
During Q2 2024, Landaas & Co /wi /adv's top holdings by market value included VTI (29.8%)、IWD (19.0%)、QUAL (14.6%). The largest single position, VTI, represented 29.8% of total portfolio value.
In Q2 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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