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| Name: |
LANDAAS & CO /WI /ADV |
| City: |
Milwaukee |
| State: |
WI |
| Zip: |
53202 |
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data |
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| Holdings
Found :
22 |
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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 |
|
XLI |
SPDR Industrial Sector |
15 |
- |
$125.15 |
$1,076,000 |
8,540 |
0.35% |
103,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
WEC |
WEC Energy Group Inc |
16 |
- |
$84.88 |
$1,021,000 |
12,431 |
0.33% |
-25,000 |
0 |
0.004 |
Multi Utilities |
|
|
ORCL |
Oracle Corp |
19 |
- |
$116.37 |
$938,000 |
7,464 |
0.31% |
151,000 |
0 |
0 |
Application Software |
|
|
SCHD |
Schwab US Dividend Equity ETF |
23 |
- |
$79.56 |
$793,000 |
9,840 |
0.26% |
44,000 |
0 |
0.003 |
N/A |
|
|
BRK.B |
Berkshire Hathaway B |
25 |
- |
$411.22 |
$766,000 |
1,822 |
0.25% |
116,000 |
0 |
0 |
Property & Casualty I... |
|
|
MGV |
Vanguard Mega Cap 300 Value... |
31 |
- |
$116.05 |
$566,000 |
4,736 |
0.18% |
48,000 |
0 |
0.005 |
Closed - End Fund - E... |
|
|
AMGN |
Amgen Inc |
34 |
- |
$308.45 |
$498,000 |
1,750 |
0.16% |
-6,000 |
0 |
0 |
Biotechnology |
|
|
FIS |
Fidelity National Information |
35 |
- |
$75.75 |
$492,000 |
6,630 |
0.16% |
94,000 |
0 |
0.001 |
Business Services |
|
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SPY |
Standard & Poors Depository... |
36 |
- |
$520.91 |
$488,000 |
933 |
0.16% |
45,000 |
0 |
0 |
Closed - End Fund - E... |
|
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LIN |
Linde Plc |
43 |
- |
$434.78 |
$384,000 |
828 |
0.12% |
44,000 |
0 |
0 |
N/A |
|
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NEE |
NextEra Energy |
49 |
- |
$74.58 |
$340,000 |
5,320 |
0.11% |
17,000 |
0 |
0 |
Electric Utilities |
|
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ACWV |
Ishares Msci All Country Wo... |
53 |
- |
$0.00 |
$322,000 |
3,061 |
0.1% |
15,000 |
0 |
0.005 |
N/A |
|
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QCOM |
QUALCOMM Inc |
57 |
- |
$184.21 |
$303,000 |
1,791 |
0.1% |
44,000 |
0 |
0 |
Communication Equipment |
|
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APH |
Amphenol Corp |
58 |
- |
$127.16 |
$300,000 |
2,600 |
0.1% |
42,000 |
0 |
0 |
Diversified Electronics |
|
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LLY |
Eli Lilly & Co |
59 |
- |
$757.70 |
$293,000 |
377 |
0.1% |
73,000 |
0 |
0 |
Drug Manufacturers - ... |
|
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SCHV |
Schwab Strategic Trust |
66 |
- |
$74.77 |
$275,000 |
3,620 |
0.09% |
21,000 |
0 |
0.003 |
Closed - End Fund - Debt |
|
|
FVAL |
Fidelity Value Factor Etf |
70 |
- |
$0.00 |
$260,000 |
4,560 |
0.08% |
18,000 |
0 |
0.005 |
N/A |
|
|
CL |
Colgate Palmolive Co |
76 |
- |
$94.46 |
$236,000 |
2,620 |
0.08% |
27,000 |
0 |
0 |
Personal Products |
|
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UNP |
Union Pacific Corp |
77 |
- |
$245.68 |
$232,000 |
942 |
0.08% |
1,000 |
0 |
0 |
Railroads |
|
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BMO |
Bank of Montreal (USA) |
80 |
- |
$94.11 |
$227,000 |
2,326 |
0.07% |
-3,000 |
0 |
0.001 |
Foreign Money Center ... |
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ADP |
Automatic Data Processing Inc |
81 |
- |
$247.80 |
$227,000 |
910 |
0.07% |
15,000 |
0 |
0 |
Business Software & S... |
|
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LMT |
Lockheed Martin Corp |
86 |
- |
$470.56 |
$205,000 |
450 |
0.07% |
1,000 |
0 |
0 |
Aerospace/Defense - M... |
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