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  Name: LANDAAS & CO /WI /ADV
  City: Milwaukee
  State: WI
  Zip: 53202
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $307,475,000
  Total Value Change : $37,852,000
  Securities Held Change : 7
   
All Securities Held : 86
  New Positions : 11
  Closed Positions : 4
  Increased Positions : 37
  Unchanged Positions : 22
  Decreased Positions : 16

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 11     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (FTEC)1 Year Chart         FTEC Fidelity Msci Information T... 52 New $153.53 $327,000 2,100 0.11% 327,000 2,100 0.004    N/A
   (BYN)1 Year Chart         BYN Banyan Acquisition Corp 61 New $0.00 $288,000 88,595 0.09% 288,000 88,595 0.367    N/A
   (ITA)1 Year Chart         ITA iShares Dow Jones US Aerosp... 64 New $0.00 $277,000 2,100 0.09% 277,000 2,100 0.002    Closed - End Fund - E...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 67 New $59.81 $274,000 4,516 0.09% 274,000 4,516 0.002    Closed - End Fund - E...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 72 New $523.39 $242,000 460 0.08% 242,000 460 0.001    Closed - End Fund - E...
   (VZ)1 Year Chart         VZ Verizon Communications Inc 78 New $40.40 $231,000 5,498 0.08% 231,000 5,498 0    Telecom Services - Do...
   (HOG)1 Year Chart         HOG Harley Davidson Inc 79 New $39.10 $230,000 5,263 0.07% 230,000 5,263 0.003    Recreational Vehicles
   (MA)1 Year Chart         MA MasterCard Inc A 82 New $456.98 $220,000 457 0.07% 220,000 457 0    Business Services
   (LOW)1 Year Chart         LOW Lowes Companies Inc 83 New $235.03 $214,000 842 0.07% 214,000 842 0    Home Improvement Stores
   (GOOG)1 Year Chart         GOOG Alphabet Inc 84 New $170.29 $211,000 1,389 0.07% 211,000 1,389 0    Search Engines & Info...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 85 New $60.24 $209,000 3,474 0.07% 209,000 3,474 0    Discount, Variety Stores

      11 Records Found
  1    
Page 1 of 1
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