LANDAAS & CO /WI /ADV
Top Portfolio Positions
67 positions ·
$48,216,004 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
31,823 | $8,076,359 | 16.75% | |
| MSFT |
Microsoft Corp
Technology
|
13,371 | $4,949,543 | 10.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,548 | $1,780,291 | 3.69% | |
| NVDA |
Nvidia Corp
Technology
|
9,250 | $1,613,200 | 3.35% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
12,809 | $1,482,897 | 3.08% | |
| CAT |
Caterpillar Inc
Industrials
|
2,004 | $1,419,753 | 2.94% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
3,494 | $1,298,894 | 2.69% | |
| ABBV |
AbbVie Inc.
Healthcare
|
5,888 | $1,280,581 | 2.66% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,930 | $1,255,156 | 2.60% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
4,171 | $1,226,941 | 2.54% |
Portfolio Trend
25 quarters · across all stocks
Holdings in XTIA
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,295 | 18,500 | Shares | Sole | 2026-04-30 | |
| No 13F history on record for this holder in this stock. | ||||||