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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 :
16 |
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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 |
|
FISV |
Fiserv Inc |
17 |
- |
$153.22 |
$1,009,000 |
6,313 |
0.33% |
89,000 |
-615 |
0.001 |
Business Software & S... |
|
|
MCD |
McDonalds Corp |
21 |
- |
$271.32 |
$924,000 |
3,278 |
0.3% |
-104,000 |
-189 |
0 |
Restaurants |
|
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ABBV |
Abbvie Inc. |
22 |
- |
$161.28 |
$823,000 |
4,518 |
0.27% |
-15,000 |
-885 |
0 |
Drug Manufacturers - ... |
|
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DIS |
Walt Disney Co |
26 |
- |
$105.83 |
$762,000 |
6,232 |
0.25% |
185,000 |
-163 |
0 |
Entertainment - Diver... |
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MOAT |
VANECK VECTORS ETF TR |
29 |
- |
$53.88 |
$571,000 |
6,350 |
0.19% |
-23,000 |
-645 |
0.007 |
N/A |
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ESGV |
Vanguard Esg Us Stock Etf |
30 |
- |
$0.00 |
$567,000 |
6,079 |
0.18% |
22,000 |
-327 |
0.016 |
N/A |
|
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ABT |
Abbott Laboratories |
32 |
- |
$104.77 |
$559,000 |
4,923 |
0.18% |
-82,000 |
-900 |
0 |
Drug Manufacturers - ... |
|
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VUG |
Vanguard Growth VIPERS |
33 |
- |
$343.82 |
$513,000 |
1,492 |
0.17% |
42,000 |
-25 |
0.001 |
Closed - End Fund - E... |
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IDV |
iShares Dow Jones EPAC Sele... |
37 |
- |
$0.00 |
$479,000 |
17,076 |
0.16% |
-26,000 |
-951 |
0.014 |
Closed - End Fund - E... |
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ETN |
Eaton Corp |
39 |
- |
$328.51 |
$465,000 |
1,486 |
0.15% |
46,000 |
-254 |
0 |
Diversified Machinery |
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KO |
Coca-Cola Co |
42 |
- |
$63.58 |
$394,000 |
6,432 |
0.13% |
14,000 |
-11 |
0 |
Beverage Soft Drinks... |
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PGX |
Invesco Preferred ETF |
46 |
- |
$11.54 |
$344,000 |
28,987 |
0.11% |
-44,000 |
-4,837 |
0.007 |
Closed - End Fund - Debt |
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PEP |
Pepsico Inc |
48 |
- |
$180.90 |
$340,000 |
1,942 |
0.11% |
-9,000 |
-110 |
0 |
Beverage Soft Drinks... |
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JNJ |
Johnson & Johnson |
62 |
- |
$151.22 |
$288,000 |
1,823 |
0.09% |
-1,000 |
-18 |
0 |
Drug Manufacturers - ... |
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ICLN |
iShares S&P Global Clean En... |
65 |
- |
$13.88 |
$276,000 |
19,712 |
0.09% |
-49,000 |
-1,163 |
0.017 |
Closed - End Fund - Debt |
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MKC |
McCormick & Co Inc |
73 |
- |
$75.74 |
$242,000 |
3,150 |
0.08% |
-86,000 |
-1,640 |
0 |
Processed & Packaged ... |
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