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CIK: 0000913990
Total reported value
$549.7M
$549.7M
89 檔
52.1%
According to the latest 13F quarterly dataset, Landaas & Co /wi /adv managed an equity portfolio of $549.7M at the end of Q4 2024, spanning 89 distinct U.S. exchange-listed positions.
Landaas & Co /wi /adv executed strategic sector rebalancing during Q4 2024, establishing 8 new positions while fully exiting 8 holdings and trimming 12 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 29.45% | -1.16% | +0.24% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 18.20% | -0.52% | -0.83% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 16.87% | -0.55% | +7.93% | |
| 4 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 9.08% | +0.25% | -22.06% | |
| 5 | GARP | Ishares Msci USA Quality Gar | ETF-Other | 5.62% | +1.06% | +27.05% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.30% | -0.12% | +3.08% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.26% | +0.01% | -0.22% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.03% | -0.18% | +2.30% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.38% | -0.17% | +3.55% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.19% | -0.22% | +0.47% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.63% | -0.03% | +4.68% | |
| 12 | FISV | Fiserv Inc | Stock-Other | 0.48% | -0.03% | -2.36% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | -0.02% | +1.78% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | +0.07% | -57.25% | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 0.34% | -0.04% | — | |
| 16 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.33% | -0.03% | +0.01% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.31% | -0.03% | +1.66% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | -0.02% | +85.93% | |
| 19 | XLI | Ss Industrial Select Sector | ETF-Other | 0.31% | -0.02% | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.29% | -0.03% | +2.37% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | -0.06% | +0.10% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.26% | -0.06% | -2.10% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.25% | +0.01% | +6.55% | |
| 24 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.25% | -0.03% | -3.72% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.24% | -0.01% | +4.25% | |
| 26 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.23% | — | +18.13% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.23% | -0.06% | — | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.22% | -0.04% | +200.00% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | — | +50.32% | |
| 30 | IQLT | Ishares Msci International Q | ETF-Other | 0.17% | -0.02% | -11.89% | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.17% | -0.02% | — | |
| 32 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.16% | -0.01% | — | |
| 33 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.16% | -0.02% | — | |
| 34 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.16% | -0.02% | +22.46% | |
| 35 | VUG | Vanguard Growth ETF | ETF-Other | 0.16% | — | -1.74% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.15% | — | +13.25% | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.14% | -0.01% | +55.56% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | -0.02% | — | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.14% | -0.01% | — | |
| 40 | IDV | Ishares International Select | ETF-Other | 0.13% | -0.02% | -4.42% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.12% | +0.01% | +5.56% | |
| 42 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.12% | -0.01% | -21.08% | |
| 43 | FIS | Fidelity National Info Serv | Stock-Tech | 0.12% | — | — | |
| 44 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.12% | +0.01% | +21.74% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.11% | -0.02% | — | |
| 46 | ILCB | Ishares Morningstar U.s. Equ | ETF-Other | 0.11% | -0.01% | +0.16% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.11% | -0.03% | +2.54% | |
| 48 | APH | Amphenol Corp-cl A | Stock-Tech | 0.10% | +0.04% | — | |
| 49 | USB | US Bancorp | Stock-Financials | 0.10% | -0.01% | +0.52% | |
| 50 | LIN | Linde plc | Stock-Materials | 0.10% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GARP | Ishares Msci USA Quality Gar | +1.4% | +27.05% | Add |
| 2 | QUAL | Ishares Msci USA Quality Fac | +1% | +7.93% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | +0.24% | Add |
| 4 | AAPL | Apple Inc | +0.2% | +2.30% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +85.93% | Add |
| 6 | IWF | Ishares Russell 1000 Growth | +0.1% | -0.22% | Trim |
| 7 | VOO | Vanguard S&p 500 ETF | +0.1% | +3.08% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | +50.32% | Add |
| 9 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | NEW | New buy |
| 10 | TEQI | T Rowe Price Equity Income E | +0.1% | NEW | New buy |
| 11 | AMZN | Amazon.com Inc | +0.1% | +1.78% | Add |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.1% | NEW | New buy |
| 13 | TRI4EUR | Thomson Reuters CORP | +0.1% | NEW | New buy |
| 14 | AVUS | Avantis U.s. Equity ETF | +0.1% | NEW | New buy |
| 15 | MDLZ | Mondelez International Inc-a | +0.1% | NEW | New buy |
| 16 | OXY | Occidental Petroleum CORP | +0.1% | NEW | New buy |
| 17 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 18 | FISV | Fiserv Inc | +0.1% | -2.36% | Trim |
| 19 | VTV | Vanguard Value ETF | +0.1% | +55.56% | Add |
| 20 | IWB | Ishares Russell 1000 ETF | 0% | +4.68% | Add |
| 21 | ESGV | Vanguard Esg US Stock ETF | 0% | +18.13% | Add |
| 22 | JPM | Jpmorgan Chase & Co | 0% | +0.10% | Add |
| 23 | NVDA | Nvidia CORP | 0% | +6.55% | Add |
| 24 | DSI | Ishares Esg Msci Kld 400 ETF | 0% | +21.74% | Add |
| 25 | ITA | Ishares U.s. Aerospace & Def | 0% | +22.46% | Add |
| 26 | DIS | Walt Disney Co/the | 0% | — | Unchanged |
| 27 | GOOG | Alphabet Inc-cl C | 0% | +8.50% | Add |
| 28 | AMGN | Amgen Inc | 0% | -2.40% | Trim |
| 29 | PEP | Pepsico Inc | 0% | -14.92% | Trim |
| 30 | IDV | Ishares International Select | 0% | -4.42% | Trim |
| 31 | ICLN | Ishares Global Clean Energy | 0% | -19.99% | Trim |
| 32 | MCD | Mcdonald's CORP | 0% | -2.10% | Trim |
| 33 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 34 | NEE | Nextera Energy Inc | 0% | +2.54% | Add |
| 35 | ABBV | Abbvie Inc | 0% | +4.25% | Add |
| 36 | MOAT | Vaneck Morningstar Wide Moat | 0% | -21.08% | Trim |
| 37 | MSFT | Microsoft CORP | 0% | +0.47% | Add |
| 38 | FCX | Freeport-mcmoran Inc | -0.1% | — | Unchanged |
| 39 | IQLT | Ishares Msci International Q | -0.1% | -11.89% | Trim |
| 40 | VZ | Verizon Communications Inc | -0.1% | EXIT | Sold out |
| 41 | VIG | Vanguard Dividend Apprec ETF | -0.1% | EXIT | Sold out |
| 42 | MRK | Merck & Co. Inc. | -0.1% | EXIT | Sold out |
| 43 | IYR | Ishares US Real Estate ETF | -0.1% | EXIT | Sold out |
| 44 | MMM | 3m Co | -0.1% | EXIT | Sold out |
| 45 | PSN | Parsons CORP | -0.1% | EXIT | Sold out |
| 46 | HOG | Harley-davidson Inc | -0.1% | EXIT | Sold out |
| 47 | FVAL | Fidelity Value Factor ETF | -0.1% | EXIT | Sold out |
| 48 | TSLA | Tesla Inc | -0.2% | -57.25% | Trim |
| 49 | IWD | Ishares Russell 1000 Value E | -0.7% | -0.83% | Trim |
| 50 | TFLO | Ishares Treasury Floating Ra | -2.7% | -22.06% | 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 Q4 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 52.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
SGOV
市值: $327.0K
Top Position Liquidated / Trimmed
FVAL
前期市值: $276.0K
During Q4 2024, Landaas & Co /wi /adv's top holdings by market value included VTI (29.4%)、IWD (18.2%)、QUAL (16.9%). The largest single position, VTI, represented 29.4% of total portfolio value.
In Q4 2024, Landaas & Co /wi /adv made 47 total portfolio adjustments, initiating 8 new buys, adding to 19 positions, trimming 12 holdings, and fully liquidating 8 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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