LC
Landaas & Company Portfolio holdings
AUM
$440M
1-Year Est. Return
12.87%
1 Year Est. Return
+12.87%
AUM
$419M
AUM Growth
+$57M
(+16%)
Holding
117
Top Buys
| 1 | +$8.35M | |
| 2 | +$6.85M | |
| 3 | +$4.5M | |
| 4 |
T. Rowe Price Equity Income ETF
TEQI
|
+$1.63M |
| 5 |
Capital Group International Focus Equity ETF
CGXU
|
+$1.23M |
Top Sells
| 1 | +$3.81M | |
| 2 | +$264K | |
| 3 | +$217K | |
| 4 |
iShares Select Dividend ETF
DVY
|
+$154K |
| 5 |
Vanguard Growth ETF
VUG
|
+$120K |
Sector Composition
| 1 | Technology | 4.51% |
| 2 | Consumer Discretionary | 1.18% |
| 3 | Financials | 0.95% |
| 4 | Consumer Staples | 0.93% |
| 5 | Healthcare | 0.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Dollar General
DG
$21.8B
| $229K | 0.05% |
+2,000
|
|
||
102
Chevron
CVX
$310B
| $224K | 0.05% |
1,564
|
|
||
103
Morgan Stanley
MS
$258B
| $218K | 0.05% |
+1,546
|
|
||
104
Union Pacific
UNP
$131B
| $217K | 0.05% |
942
|
|
||
105
Avantis US Equity ETF
AVUS
$9.79B
| $216K | 0.05% |
+2,142
|
|
||
106
Capital Group International Equity ETF
CGIE
$1.08B
| $214K | 0.05% |
+6,500
|
|
||
107
Verizon
VZ
$169B
| $212K | 0.05% |
4,888
-47
|
|
||
108
Bank of Montreal
BMO
$88.5B
| $212K | 0.05% |
+1,918
|
|
||
109
Schwab US Large-Cap Value ETF
SCHV
$14B
| $210K | 0.05% |
+7,600
|
|
||
110
Republic Services
RSG
$63.6B
| $210K | 0.05% |
850
|
|
||
111
Lockheed Martin
LMT
$106B
| $208K | 0.05% |
450
|
|
||
112
Capital Group Dividend Value ETF
CGDV
$22.4B
| $208K | 0.05% |
+5,269
|
|
||
113
AutoNation
AN
$6.91B
| $205K | 0.05% |
+1,030
|
|
||
114
UnitedHealth
UNH
$294B
| $204K | 0.05% |
653
|
|
||
115
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$225M
| $201K | 0.05% |
+8,643
|
|
||
|
PNST
116
DELISTED
Pinstripes Holdings, Inc.
PNST
| $4K | ﹤0.01% |
77,595
|
|
||
117
Occidental Petroleum
OXY
$40.7B
| – | – |
-4,400
|
|