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CIK: 0000913990
Total reported value
$549.7M
$549.7M
89 檔
52.0%
During the Q3 2024 filing period, Landaas & Co /wi /adv (CIK: 0000913990) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $549.7M across 89 reported positions.
In Q3 2024, Landaas & Co /wi /adv displayed an active expansion posture, initiating 9 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 28.87% | -1.16% | +0.04% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 18.93% | -0.52% | +0.18% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 15.83% | -0.55% | +12.82% | |
| 4 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 11.74% | +0.25% | -0.09% | |
| 5 | GARP | Ishares Msci USA Quality Gar | ETF-Other | 4.22% | +1.06% | +35.33% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.20% | -0.12% | +2.45% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.13% | +0.01% | -0.09% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.86% | -0.18% | -5.50% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.38% | -0.17% | +2.73% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | -0.22% | +0.01% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.66% | +0.07% | -20.90% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.59% | -0.03% | -2.35% | |
| 13 | FISV | Fiserv Inc | Stock-Other | 0.43% | -0.03% | +35.61% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | -0.02% | — | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 0.35% | -0.04% | — | |
| 16 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.34% | -0.03% | +3.48% | |
| 17 | XLI | Ss Industrial Select Sector | ETF-Other | 0.32% | -0.02% | — | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | -0.03% | +0.02% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.29% | -0.03% | +21.74% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.28% | -0.06% | — | |
| 21 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.26% | -0.03% | +0.08% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.26% | -0.01% | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | -0.06% | +92.76% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.24% | -0.06% | +9.01% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.23% | -0.04% | — | |
| 26 | IQLT | Ishares Msci International Q | ETF-Other | 0.22% | -0.02% | +63.15% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | +0.01% | -0.93% | |
| 28 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.21% | -0.02% | — | |
| 29 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.19% | — | +1.53% | |
| 30 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.17% | -0.01% | — | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | -0.02% | +11.25% | |
| 32 | IDV | Ishares International Select | ETF-Other | 0.15% | -0.02% | +13.47% | |
| 33 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.15% | -0.01% | — | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.15% | — | -2.38% | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.15% | -0.02% | -10.43% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.14% | — | -0.69% | |
| 37 | ETN | Eaton Corporation plc | Stock-Industrials | 0.14% | -0.01% | — | |
| 38 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.14% | -0.02% | — | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.13% | -0.02% | -0.55% | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.13% | -0.02% | — | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | — | — | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.13% | -0.03% | — | |
| 43 | FIS | Fidelity National Info Serv | Stock-Tech | 0.12% | — | -22.04% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.11% | +0.01% | — | |
| 45 | LIN | Linde plc | Stock-Materials | 0.11% | -0.01% | — | |
| 46 | ILCB | Ishares Morningstar U.s. Equ | ETF-Other | 0.11% | -0.01% | +0.16% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.11% | +0.05% | NEW | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.10% | -0.02% | +0.29% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.10% | +0.01% | — | |
| 50 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.10% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | +1.2% | +12.82% | Add |
| 2 | GARP | Ishares Msci USA Quality Gar | +0.9% | +35.33% | Add |
| 3 | FISV | Fiserv Inc | +0.1% | +35.61% | Add |
| 4 | JPM | Jpmorgan Chase & Co | +0.1% | +92.76% | Add |
| 5 | IQLT | Ishares Msci International Q | +0.1% | +63.15% | Add |
| 6 | DVY | Ishares Select Dividend ETF | +0.1% | +2.73% | Add |
| 7 | PSN | Parsons CORP | +0.1% | NEW | New buy |
| 8 | PSA | Public Storage | +0.1% | NEW | New buy |
| 9 | HOG | Harley-davidson Inc | +0.1% | NEW | New buy |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +21.74% | Add |
| 11 | PNC | Pnc Financial Services Group | +0.1% | NEW | New buy |
| 12 | LOW | Lowe's Cos Inc | +0.1% | NEW | New buy |
| 13 | HD | Home Depot Inc | +0.1% | NEW | New buy |
| 14 | IYR | Ishares US Real Estate ETF | +0.1% | NEW | New buy |
| 15 | MMM | 3m Co | +0.1% | NEW | New buy |
| 16 | JAVA | Jpmorgan Active Value ETF | +0.1% | NEW | New buy |
| 17 | WEC | Wec Energy Group Inc | 0% | +3.48% | Add |
| 18 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 19 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +11.25% | Add |
| 21 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 22 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 23 | IDV | Ishares International Select | 0% | +13.47% | Add |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +9.01% | Add |
| 25 | CAT | Caterpillar Inc | 0% | -0.69% | Trim |
| 26 | ITA | Ishares U.s. Aerospace & Def | 0% | — | Unchanged |
| 27 | LMT | Lockheed Martin CORP | 0% | — | Unchanged |
| 28 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 29 | MGEE | Mge Energy Inc | 0% | — | Unchanged |
| 30 | XLI | Ss Industrial Select Sector | — | — | Unchanged |
| 31 | SPLV | Invesco S&p 500 Low Volatili | — | +0.08% | Add |
| 32 | SCHD | Schwab US Dvd Equity ETF | — | — | Unchanged |
| 33 | MOAT | Vaneck Morningstar Wide Moat | — | — | Unchanged |
| 34 | PG | Procter & Gamble Co/the | 0% | +0.02% | Add |
| 35 | VOO | Vanguard S&p 500 ETF | 0% | +2.45% | Add |
| 36 | TSLA | Tesla Inc | 0% | -20.90% | Trim |
| 37 | ICLN | Ishares Global Clean Energy | 0% | -32.76% | Trim |
| 38 | FIS | Fidelity National Info Serv | 0% | -22.04% | Trim |
| 39 | IWB | Ishares Russell 1000 ETF | 0% | -2.35% | Trim |
| 40 | PNSTQ | Pinstripes Holdings Inc | 0% | — | Unchanged |
| 41 | DIS | Walt Disney Co/the | 0% | -10.43% | Trim |
| 42 | MA | Mastercard Inc - A | -0.1% | EXIT | Sold out |
| 43 | IWD | Ishares Russell 1000 Value E | -0.1% | +0.18% | Add |
| 44 | INTC | Intel CORP | -0.1% | EXIT | Sold out |
| 45 | SCHV | Schwab US Large-cap Value | -0.1% | EXIT | Sold out |
| 46 | AAPL | Apple Inc | -0.1% | -5.50% | Trim |
| 47 | IWF | Ishares Russell 1000 Growth | -0.1% | -0.09% | Trim |
| 48 | MSFT | Microsoft CORP | -0.2% | +0.01% | Add |
| 49 | VTI | Vanguard Total Stock Mkt ETF | -1% | +0.04% | Add |
| 50 | TFLO | Ishares Treasury Floating Ra | -1.1% | -0.09% | Trim |
According to official SEC Form 13F filings, Landaas & Co /wi /adv reported a total U.S. public equity portfolio value of $549.7M across 89 disclosed positions in Q3 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 52.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
PSN
市值: $251.0K
Top Position Liquidated / Trimmed
SCHV
前期市值: $268.0K
During Q3 2024, Landaas & Co /wi /adv's top holdings by market value included VTI (28.9%)、IWD (18.9%)、QUAL (15.8%). The largest single position, VTI, represented 28.9% of total portfolio value.
In Q3 2024, Landaas & Co /wi /adv made 38 total portfolio adjustments, initiating 9 new buys, adding to 17 positions, trimming 9 holdings, and fully liquidating 3 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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