Landaas & Co /Wi /Adv Top Holdings and 13F Report (2025) About Landaas & Co /Wi /AdvInvestment ActivityLandaas & Co /Wi /Adv has $361.18 million in total holdings as of December 31, 2024.Landaas & Co /Wi /Adv owns shares of 89 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 3.84% of the portfolio was purchased this quarter.About 3.94% of the portfolio was sold this quarter.This quarter, Landaas & Co /Wi /Adv has purchased 89 new stocks and bought additional shares in 30 stocks.Landaas & Co /Wi /Adv sold shares of 18 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $106,378,000iShares Russell 1000 Value ETF $65,748,000iShares MSCI USA Quality Factor ETF $60,942,000iShares Treasury Floating Rate Bond ETF $32,788,000iShares Factors US Growth Style ETF $20,291,000 Largest New Holdings this Quarter iShares 0-3 Month Treasury Bond ETF $327,000 HoldingT. Rowe Price Equity Income ETF $308,000 HoldingVanguard FTSE Developed Markets ETF $265,000 HoldingThomson Reuters $228,000 HoldingAvantis U.S. Equity ETF $225,000 Holding Largest Purchases this Quarter iShares MSCI USA Quality Factor ETF 25,136 shares (about $4.48M)iShares Factors US Growth Style ETF 76,803 shares (about $4.32M)Schwab US Dividend Equity ETF 19,680 shares (about $537.33K)SPDR S&P 500 ETF Trust 892 shares (about $522.72K)iShares 0-3 Month Treasury Bond ETF 3,264 shares (about $327K) Largest Sales this Quarter iShares Treasury Floating Rate Bond ETF 183,891 shares (about $9.28M)Tesla 5,200 shares (about $2.10M)iShares Russell 1000 Value ETF 2,981 shares (about $551.87K)VanEck Morningstar Wide Moat ETF 1,200 shares (about $111.37K)iShares MSCI Intl Quality Factor ETF 2,279 shares (about $84.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLandaas & Co /Wi /Adv Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$106,378,000$257,059 ▲0.2%367,06429.5%ETFIWDiShares Russell 1000 Value ETF$65,748,000$551,874 ▼-0.8%355,14418.2%ETFQUALiShares MSCI USA Quality Factor ETF$60,942,000$4,476,166 ▲7.9%342,22116.9%ETFTFLOiShares Treasury Floating Rate Bond ETF$32,788,000$9,280,968 ▼-22.1%649,6549.1%ETFSTLGiShares Factors US Growth Style ETF$20,291,000$4,320,215 ▲27.1%360,7255.6%ManufacturingVOOVanguard S&P 500 ETF$8,325,000$248,942 ▲3.1%15,4502.3%ETFIWFiShares Russell 1000 Growth ETF$8,149,000$17,670 ▼-0.2%20,2922.3%ETFAAPLApple$7,329,000$164,536 ▲2.3%29,2652.0%Computer and TechnologyDVYiShares Select Dividend ETF$4,976,000$170,667 ▲3.6%37,9031.4%ETFMSFTMicrosoft$4,302,000$20,233 ▲0.5%10,2061.2%Computer and TechnologyIWBiShares Russell 1000 ETF$2,270,000$101,469 ▲4.7%7,0470.6%ETFFIFiserv$1,717,000$41,492 ▼-2.4%8,3590.5%Business ServicesAMZNAmazon.com$1,656,000$28,960 ▲1.8%7,5480.5%Retail/WholesaleTSLATesla$1,568,000$2,099,820 ▼-57.2%3,8830.4%Auto/Tires/TrucksORCLOracle$1,244,0000.0%7,4640.3%Computer and TechnologyWECWEC Energy Group$1,204,000$94 ▲0.0%12,8050.3%UtilitiesSPYSPDR S&P 500 ETF Trust$1,131,000$522,721 ▲85.9%1,9300.3%FinancePGProcter & Gamble$1,131,000$18,437 ▲1.7%6,7480.3%Consumer StaplesXLIIndustrial Select Sector SPDR Fund$1,125,0000.0%8,5400.3%ETFBRK.BBerkshire Hathaway$1,039,000$24,015 ▲2.4%2,2930.3%FinanceJPMJPMorgan Chase & Co.$997,000$959 ▲0.1%4,1600.3%FinanceMCDMcDonald's$930,000$19,997 ▼-2.1%3,2090.3%Retail/WholesaleNVDANVIDIA$917,000$56,389 ▲6.6%6,8300.3%Computer and TechnologySPLVInvesco S&P 500 Low Volatility ETF$889,000$34,308 ▼-3.7%12,6970.2%ETFABBVAbbVie$871,000$35,537 ▲4.3%4,9020.2%MedicalESGVVanguard ESG US Stock ETF$845,000$129,685 ▲18.1%8,0600.2%ETFVTEBVanguard Tax-Exempt Bond ETF$838,0000.0%16,7130.2%ETFSCHDSchwab US Dividend Equity ETF$806,000$537,333 ▲200.0%29,5200.2%ETFGOOGLAlphabet$792,000$265,136 ▲50.3%4,1820.2%Computer and TechnologyIQLTiShares MSCI Intl Quality Factor ETF$627,000$84,572 ▼-11.9%16,8960.2%ETFDISWalt Disney$622,0000.0%5,5820.2%Consumer DiscretionaryMGVVanguard Mega Cap Value ETF$592,0000.0%4,7360.2%ETFFCXFreeport-McMoRan$586,0000.0%15,3890.2%Basic MaterialsITAiShares U.S. Aerospace & Defense ETF$578,000$106,015 ▲22.5%3,9800.2%ETFVUGVanguard Growth ETF$578,000$10,256 ▼-1.7%1,4090.2%ETFCATCaterpillar$533,000$62,365 ▲13.3%1,4700.1%Industrial ProductsVTVVanguard Value ETF$500,000$178,584 ▲55.6%2,9510.1%ETFCOSTCostco Wholesale$497,0000.0%5420.1%Retail/WholesaleETNEaton$493,0000.0%1,4860.1%Industrial ProductsIDViShares International Select Dividend ETF$480,000$22,211 ▼-4.4%17,5480.1%ETFABTAbbott Laboratories$430,000$22,643 ▲5.6%3,7980.1%MedicalFISFidelity National Information Services$417,0000.0%5,1690.1%Business ServicesMOATVanEck Morningstar Wide Moat ETF$417,000$111,373 ▼-21.1%4,4930.1%ETFDSIiShares ESG MSCI KLD 400 ETF$416,000$74,294 ▲21.7%3,7740.1%ETFKOCoca-Cola$400,0000.0%6,4320.1%Consumer StaplesILCBiShares Morningstar U.S. Equity ETF$399,000$649 ▲0.2%4,9160.1%ETFNEENextEra Energy$391,000$9,676 ▲2.5%5,4550.1%UtilitiesAPHAmphenol$362,0000.0%5,2060.1%Computer and TechnologyUSBU.S. Bancorp$349,000$1,818 ▲0.5%7,2950.1%FinanceLINDE PLC NEW SHS ISIN#IE000S9YS762$347,0000.0%8280.1%SHSXOMExxon Mobil$339,000$1,183 ▲0.4%3,1510.1%Oils/EnergyRWLInvesco S&P 500 Revenue ETF$332,0000.0%3,3880.1%ETFACWViShares MSCI Global Min Vol Factor ETF$330,000$3,817 ▼-1.1%3,0260.1%ETFUNHUnitedHealth Group$330,0000.0%6530.1%MedicalSGOViShares 0-3 Month Treasury Bond ETF$327,000$327,000 ▲New Holding3,2640.1%ETFGOOGAlphabet$326,000$25,546 ▲8.5%1,7100.1%Computer and TechnologyWMTWalmart$319,000$22,019 ▼-6.5%3,5350.1%Retail/WholesaleVVisa$317,0000.0%1,0040.1%Business ServicesFDRRFidelity Dividend ETF for Rising Rates$311,0000.0%6,0600.1%ETFTEQIT. Rowe Price Equity Income ETF$308,000$308,000 ▲New Holding7,5950.1%ETFPGXInvesco Preferred ETF$300,0000.0%25,9870.1%ETFMGEEMGE Energy$297,0000.0%3,1660.1%UtilitiesLLYEli Lilly and Company$291,0000.0%3770.1%MedicalIBMInternational Business Machines$290,000$439 ▲0.2%1,3200.1%Computer and TechnologyAMGNAmgen$287,000$7,045 ▼-2.4%1,1000.1%MedicalRTXRTX$279,0000.0%2,4140.1%AerospaceQCOMQUALCOMM$275,0000.0%1,7910.1%Computer and TechnologyJNJJohnson & Johnson$267,000$11,880 ▼-4.3%1,8430.1%MedicalADPAutomatic Data Processing$266,0000.0%9100.1%Business ServicesVEAVanguard FTSE Developed Markets ETF$265,000$265,000 ▲New Holding5,5480.1%ETFPEPPepsiCo$244,000$42,799 ▼-14.9%1,6020.1%Consumer StaplesPNCThe PNC Financial Services Group$243,0000.0%1,2590.1%FinanceMKCMcCormick & Company, Incorporated$240,0000.0%3,1500.1%Consumer StaplesCLColgate-Palmolive$238,0000.0%2,6200.1%Consumer StaplesTRIThomson Reuters$228,000$228,000 ▲New Holding1,4170.1%Business ServicesCVXChevron$227,000$12,192 ▼-5.1%1,5640.1%Oils/EnergyPMPhilip Morris International$226,0000.0%1,8760.1%Consumer StaplesAVUSAvantis U.S. Equity ETF$225,000$225,000 ▲New Holding2,3250.1%ETFLMTLockheed Martin$219,0000.0%4500.1%AerospaceMDLZMondelez International$217,000$217,000 ▲New Holding3,6300.1%Consumer StaplesOXYOccidental Petroleum$217,000$217,000 ▲New Holding4,4000.1%Oils/EnergyUNPUnion Pacific$215,0000.0%9420.1%TransportationLOWLowe's Companies$208,0000.0%8420.1%Retail/WholesaleHDHome Depot$205,0000.0%5260.1%Retail/WholesaleCSCOCisco Systems$203,000$203,000 ▲New Holding3,4230.1%Computer and TechnologyJAVAJPMorgan Active Value ETF$201,0000.0%3,1680.1%ETFPSAPublic Storage$200,0000.0%6680.1%FinanceICLNiShares Global Clean Energy ETF$121,000$30,236 ▼-20.0%10,6050.0%ETFBYNBanyan Acquisition$31,0000.0%77,5950.0%UnclassifiedFVALFidelity Value Factor ETF$0$276,000 ▼-100.0%00.0%ETFPSNParsons$0$251,000 ▼-100.0%00.0%Business ServicesHOGHarley-Davidson$0$239,000 ▼-100.0%00.0%Auto/Tires/TrucksVZVerizon Communications$0$220,000 ▼-100.0%00.0%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$0$218,000 ▼-100.0%00.0%ETFMRKMerck & Co., Inc.$0$218,000 ▼-100.0%00.0%MedicalIYRiShares U.S. Real Estate ETF$0$204,000 ▼-100.0%00.0%ETFMMM3M$0$203,000 ▼-100.0%00.0%Multi-Sector ConglomeratesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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