Landaas & CO Portfolio Holdings

Landaas & CO

  • $357 Million
  • Q3 2024

Landaas & CO has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $357 Million distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $104M, Ishares Russell 1000 Val ETF with a value of $68M, Ishares Msci Usa Quality Facto with a value of $56.9M, Ishares Treasury Floating Rate with a value of $42.2M, and Ishares Factors Us Growth Styl with a value of $14.3M.

Examining the 13F form we can see an increase of $29.8M in the current position value, from $327M to 357M.

Landaas & CO is based out at Milwaukee, WI

Below you can find more details about Landaas & CO portfolio as well as his latest detailed transactions.

Portfolio value $357 Million
ETFs: $320 Million
Technology: $15.5 Million
Consumer Cyclical: $5.43 Million
Consumer Defensive: $3.47 Million
Healthcare: $2.94 Million
Financial Services: $2.75 Million
Industrials: $2.49 Million
Utilities: $1.97 Million
Other: $3.1 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$29.8B
$1.23 Million 0.34% of portfolio
12,804
Q3 2024 Added 3.48%
$79.5B
$1.07 Million 0.3% of portfolio
8,561
Q3 2024 Added 35.61%
$55.5B
$768,000 0.21% of portfolio
15,389
Q1 2024 Added 0.41%
$193B
$507,000 0.14% of portfolio
1,298
Q3 2024 Reduced 0.69%
$135B
$492,000 0.14% of portfolio
1,486
Q1 2024 Reduced 14.6%
$141B
$449,000 0.13% of portfolio
5,320
Q2 2023 Reduced 10.74%
$49.5B
$432,000 0.12% of portfolio
5,169
Q3 2024 Reduced 22.04%
$141B
$363,000 0.1% of portfolio
1,127
Q2 2024 Reduced 35.6%
$172B
$304,000 0.09% of portfolio
1,791
Q4 2023 New
$71.2B
$331,000 0.09% of portfolio
7,257
Q3 2024 Reduced 24.81%
$42B
$339,000 0.09% of portfolio
5,206
Q2 2024 Added 100.23%
$171B
$292,000 0.08% of portfolio
2,414
Q3 2024 Reduced 0.58%
$76.8B
$271,000 0.08% of portfolio
2,620
Q4 2023 New
$19.8B
$259,000 0.07% of portfolio
3,150
Q1 2024 Reduced 34.24%
$122B
$251,000 0.07% of portfolio
910
Q4 2023 Reduced 4.21%
$52.2B
$243,000 0.07% of portfolio
668
Q3 2024 New
$168B
$219,000 0.06% of portfolio
4,888
Q2 2024 Reduced 11.09%
$154B
$227,000 0.06% of portfolio
842
Q3 2024 New
$77.9B
$232,000 0.06% of portfolio
1,259
Q3 2024 New
$193B
$227,000 0.06% of portfolio
1,876
Q3 2024 Reduced 8.17%
$139B
$231,000 0.06% of portfolio
942
Q4 2023 New
$71.5B
$202,000 0.06% of portfolio
1,485
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $357 Million
  • Prior Value $327 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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