LC

Landaas & Company Portfolio holdings

AUM $440M
1-Year Est. Return 12.87%
This Quarter Est. Return
1 Year Est. Return
+12.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Sells

1 +$12.8M
2 +$4.75M
3 +$2.53M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.72M
5
TSLA icon
Tesla
TSLA
+$1.65M

Sector Composition

1 Technology 4.68%
2 Financials 1.05%
3 Consumer Discretionary 1.05%
4 Consumer Staples 0.89%
5 Healthcare 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SUSL icon
76
iShares ESG MSCI USA Leaders ETF
SUSL
$1.02B
$354K 0.08%
3,021
-133
NUE icon
77
Nucor
NUE
$37.7B
$352K 0.08%
2,600
CGIC
78
Capital Group International Core Equity ETF
CGIC
$799M
$352K 0.08%
+11,415
V icon
79
Visa
V
$636B
$346K 0.08%
1,013
VIG icon
80
Vanguard Dividend Appreciation ETF
VIG
$101B
$345K 0.08%
1,598
FIS icon
81
Fidelity National Information Services
FIS
$34B
$341K 0.08%
5,169
WMT icon
82
Walmart
WMT
$912B
$334K 0.08%
3,243
+2
BSMS icon
83
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$237M
$327K 0.07%
13,957
+5,314
PM icon
84
Philip Morris
PM
$236B
$315K 0.07%
1,942
+66
AMGN icon
85
Amgen
AMGN
$186B
$310K 0.07%
1,100
PGX icon
86
Invesco Preferred ETF
PGX
$3.9B
$301K 0.07%
25,987
GE icon
87
GE Aerospace
GE
$304B
$291K 0.07%
+968
VXUS icon
88
Vanguard Total International Stock ETF
VXUS
$112B
$288K 0.07%
3,924
+201
CVS icon
89
CVS Health
CVS
$95.2B
$286K 0.07%
3,794
COF icon
90
Capital One
COF
$144B
$284K 0.06%
1,337
ADP icon
91
Automatic Data Processing
ADP
$105B
$267K 0.06%
910
MGEE icon
92
MGE Energy Inc
MGEE
$2.92B
$267K 0.06%
3,166
PNC icon
93
PNC Financial Services
PNC
$77.6B
$253K 0.06%
1,259
BMO icon
94
Bank of Montreal
BMO
$90.8B
$252K 0.06%
1,937
+19
CGSM icon
95
Capital Group Short Duration Municipal Income ETF
CGSM
$914M
$249K 0.06%
+9,441
SCHY icon
96
Schwab International Dividend Equity ETF
SCHY
$1.57B
$248K 0.06%
+8,878
PEP icon
97
PepsiCo
PEP
$202B
$247K 0.06%
1,758
MS icon
98
Morgan Stanley
MS
$276B
$246K 0.06%
1,546
EUAD
99
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.02B
$246K 0.06%
+5,229
CVX icon
100
Chevron
CVX
$303B
$243K 0.06%
1,564