Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Landaas & Co

Latest statistics and disclosures from Landaas & Co's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, IWD, QUAL, TFLO, IWF, and represent 78.87% of Landaas & Co's stock portfolio.
Added to shares of these 10 stocks: QUAL (+$7.1M), STLG, TFLO, VTI, IWD, AAPL, TSLA, FTEC, PNST, ITA.
Started 11 new stock positions in IVV, FTEC, MA, GOOG, LOW, ITA, IJH, HOG, PNST, WMT. VZ.
Reduced shares in these 10 stocks: WTW, IYR, NKE, ABBV, LYFT, MKC, ABT, FI, ETN, MOAT.
Sold out of its positions in IYR, LYFT, NKE, WTW.
Landaas & Co was a net buyer of stock by $17M.
Landaas & Co has $308M in assets under management (AUM), dropping by 14.04%.
Central Index Key (CIK): 0000913990

Tip: Access up to 7 years of quarterly data

Positions held by Landaas & Co consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Landaas & Co

Landaas & Co holds 86 positions in its portfolio as reported in the March 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)	30.8	$95M		364k	259.90	View chart
Ishares Tr Russell 1000 Value Etf Rus 1000 Val Etf (IWD)	21.0	$65M		361k	179.11	View chart
Ishares Tr Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)	12.9	$40M	+21%	241k	164.35	View chart
Ishares Tr Treas Fltg Rate Bd Etf TRS FLT RT BD (TFLO)	12.0	$37M	+6%	731k	50.69	View chart
Ishares Tr Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)	2.2	$6.7M		20k	337.06	View chart
Vanguard Index Fds S&p 500 Etf S&p 500 Etf Shs (VOO)	2.1	$6.5M	+2%	14k	480.71	View chart
Ishares Tr Factors Us Growth Style Etf Factors Us Gro (STLG)	2.1	$6.5M	+85%	136k	47.60	View chart
Apple (AAPL)	1.7	$5.2M	+11%	30k	171.41	View chart
Ishares Tr Select Divid Etf Select Divid Etf (DVY)	1.5	$4.6M		38k	123.17	View chart
Microsoft Corporation (MSFT)	1.4	$4.2M		10k	420.74	View chart
Tesla Motors (TSLA)	0.7	$2.1M	+27%	12k	175.75	View chart
Ishares Tr Russell 1000 Etf Rus 1000 Etf (IWB)	0.7	$2.0M		7.0k	288.03	View chart
Amazon (AMZN)	0.4	$1.4M	+6%	7.6k	180.39	View chart
Procter & Gamble Company (PG)	0.4	$1.1M		6.7k	162.27	View chart
Industrial SPDR (XLI)	0.3	$1.1M		8.5k	126.00	View chart
Wec Energy Group (WEC)	0.3	$1.0M		12k	82.13	View chart
Fiserv (FI)	0.3	$1.0M	-8%	6.3k	159.83	View chart
JPMorgan Chase & Co. (JPM)	0.3	$968k		4.9k	199.51	View chart
Oracle Corporation (ORCL)	0.3	$938k		7.5k	125.67	View chart
Invesco Exchange-traded Fd Tr Ii S&p 500 Low Volatility Etf S&p500 Low Vol (SPLV)	0.3	$928k		14k	65.90	View chart
McDonald's Corporation (MCD)	0.3	$924k	-5%	3.3k	281.88	View chart
Abbvie (ABBV)	0.3	$823k	-16%	4.5k	182.16	View chart
Schwab Strategic Tr Us Dividend Equity Etf Us Dividend Eq (SCHD)	0.3	$793k		9.8k	80.59	View chart
Vanguard Mun Bd Fds Tax-exempt Bd Index Fd Etf Tax Exempt Bd (VTEB)	0.3	$776k		15k	50.61	View chart
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)	0.2	$766k		1.8k	420.42	View chart
Walt Disney Company (DIS)	0.2	$762k	-2%	6.2k	122.27	View chart
Freeport-mcmoran Inc Cl B CL B (FCX)	0.2	$724k		15k	47.05	View chart
Us Bancorp Del Com New (USB)	0.2	$630k	+10%	14k	44.46	View chart
Vaneck Etf Tr Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)	0.2	$571k	-9%	6.4k	89.92	View chart
Vanguard World Fd Esg U S Stock Etf Esg Us Stk Etf (ESGV)	0.2	$567k	-5%	6.1k	93.27	View chart
Vanguard World Fd Vanguard Mega Cap Value Etf Mega Cap Val Etf (MGV)	0.2	$566k		4.7k	119.51	View chart
Abbott Laboratories (ABT)	0.2	$559k	-15%	4.9k	113.55	View chart
Vanguard Index Fds Vanguard Growth Etf Growth Etf (VUG)	0.2	$513k		1.5k	343.83	View chart
Amgen (AMGN)	0.2	$498k		1.8k	284.57	View chart
Fidelity National Information Services (FIS)	0.2	$492k		6.6k	74.21	View chart
Spdr S&p 500 Etf Tr Tr Unit Tr Unit (SPY)	0.2	$488k		933.00	523.04	View chart
Caterpillar (CAT)	0.2	$479k		1.3k	366.49	View chart
Ishares Tr Intl Select Divid Etf Index Intl Sel Div Etf (IDV)	0.2	$479k	-5%	17k	28.05	View chart
Eaton Corporation Plc Shs Isin#ie00b8kqn827 SHS (ETN)	0.2	$465k	-14%	1.5k	312.92	View chart
Ishares Tr Morningstar U S Equity Etf Mrngstr Lg-cp Et (ILCB)	0.1	$453k		6.3k	72.45	View chart
Alphabet Inc Cl A Cap Stk Cl A (GOOGL)	0.1	$435k		2.9k	150.99	View chart
Coca-Cola Company (KO)	0.1	$394k		6.4k	61.26	View chart
Linde Plc New Shs Isin#ie000s9ys762 SHS (LIN)	0.1	$384k		828.00	463.77	View chart
Costco Wholesale Corporation (COST)	0.1	$370k	+8%	505.00	732.67	View chart
Exxon Mobil Corporation (XOM)	0.1	$363k		3.1k	116.31	View chart
Intel Corporation (INTC)	0.1	$344k		7.8k	44.13	View chart
Invesco Exchange-traded Fd Tr Ii Pfd Etf Pfd Etf (PGX)	0.1	$344k	-14%	29k	11.87	View chart
Pepsi (PEP)	0.1	$340k	-5%	1.9k	175.08	View chart
Nextera Energy (NEE)	0.1	$340k		5.3k	63.91	View chart
UnitedHealth (UNH)	0.1	$332k		671.00	494.78	View chart
Merck & Co (MRK)	0.1	$331k	+32%	2.5k	131.72	View chart
Fidelity Covington Tr Msci Information Technology Index Etf Msci Info Tech I (FTEC)	0.1	$327k	NEW	2.1k	155.71	View chart
Vanguard Index Fds Vanguard Value Etf Value Etf (VTV)	0.1	$322k		2.0k	162.63	View chart
Ishares Inc Msci Global Minimum Vol Factor Etf Msci Gbl Min Vol (ACWV)	0.1	$322k		3.1k	105.19	View chart
Invesco Exchange-traded Fd Tr Ii Invesco S&p 500 Revenue Etf S&p 500 Revenue (RWL)	0.1	$318k	+9%	3.4k	93.86	View chart
Ishares Tr Msci Kld 400 Social Etf Msci Kld400 Soc (DSI)	0.1	$311k		3.1k	100.84	View chart
Qualcomm (QCOM)	0.1	$303k		1.8k	169.18	View chart
Amphenol Corp New Cl A Cl A (APH)	0.1	$300k		2.6k	115.38	View chart
Eli Lilly & Co. (LLY)	0.1	$293k		377.00	777.19	View chart
International Business Machines (IBM)	0.1	$289k		1.5k	190.76	View chart
Pinstripes Hldgs Inc Cl A Cl A (PNST)	0.1	$288k	NEW	89k	3.25	View chart
Johnson & Johnson (JNJ)	0.1	$288k		1.8k	157.98	View chart
Vanguard Specialized Funds Divid Appreciation Etf Div App Etf (VIG)	0.1	$279k		1.5k	182.71	View chart
Ishares Tr Us Aerospace & Defense Etf Us Aer Def Etf (ITA)	0.1	$277k	NEW	2.1k	131.90	View chart
Ishares Tr Global Clean Energy Etf Gl Clean Ene Etf (ICLN)	0.1	$276k	-5%	20k	14.00	View chart
Schwab Strategic Tr Us Large-cap Value Etf Us Lcap Va Etf (SCHV)	0.1	$275k		3.6k	75.97	View chart
Ishares Tr Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)	0.1	$274k	NEW	4.5k	60.67	View chart
MGE Energy (MGEE)	0.1	$273k	+9%	3.5k	78.77	View chart
Charles Schwab Corporation (SCHW)	0.1	$262k		3.6k	72.36	View chart
Fidelity Covington Tr Value Factor Etf Vlu Factor Etf (FVAL)	0.1	$260k		4.6k	57.02	View chart
Chevron Corporation (CVX)	0.1	$260k		1.6k	157.77	View chart
Ishares Tr Core S&p 500 Etf Core S&p500 Etf (IVV)	0.1	$242k	NEW	460.00	526.09	View chart
Mccormick & Co Inc Com Non Vtg Com Non Vtg (MKC)	0.1	$242k	-34%	3.2k	76.83	View chart
Visa Inc Com Cl A Cl A (V)	0.1	$239k		858.00	278.55	View chart
Raytheon Technologies Corp (RTX)	0.1	$237k		2.4k	97.61	View chart
Colgate-Palmolive Company (CL)	0.1	$236k		2.6k	90.08	View chart
Union Pacific Corporation (UNP)	0.1	$232k		942.00	246.28	View chart
Verizon Communications (VZ)	0.1	$231k	NEW	5.5k	42.02	View chart
Harley-Davidson (HOG)	0.1	$230k	NEW	5.3k	43.70	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$227k		2.3k	97.59	View chart
Automatic Data Processing (ADP)	0.1	$227k		910.00	249.45	View chart
Mastercard Inc Cl A Cl A (MA)	0.1	$220k	NEW	457.00	481.40	View chart
Lowe's Companies (LOW)	0.1	$214k	NEW	842.00	254.16	View chart
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)	0.1	$211k	NEW	1.4k	151.91	View chart
Wal-Mart Stores (WMT)	0.1	$209k	NEW	3.5k	60.16	View chart
Lockheed Martin Corporation (LMT)	0.1	$205k		450.00	455.56	View chart

Past Filings by Landaas & Co

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

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
Landaas & Co 2020 Q3 filed Nov. 6, 2020
Landaas & Co 2020 Q2 filed Aug. 4, 2020

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z