LANDAAS & CO /WI /ADV Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$418.7M
Holdings
116
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (116 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | DGDOLLAR GEN CORP NEW COM | 2,000 | $229K | 0.05% | |
| 102 | CVXCHEVRON CORP NEW COM | 1,564 | $224K | 0.05% | |
| 103 | DWDMORGAN STANLEY COM NEW | 1,546 | $218K | 0.05% | |
| 104 | UNPUNION PAC CORP COM | 942 | $217K | 0.05% | |
| 105 | AVUSAMERICAN CENTY ETF TR AVANTIS U S EQUITY ETF | 2,142 | $216K | 0.05% | |
| 106 | CGIECAPITAL GROUP INTL EQUITY ETF SHS | 6,500 | $214K | 0.05% | |
| 107 | BACVERIZON COMMUNICATIONS INC COM | 4,888 | $212K | 0.05% | |
| 108 | BMOBANK OF MONTREAL | 1,918 | $212K | 0.05% | |
| 109 | RSGREPUBLIC SVCS INC COM | 850 | $210K | 0.05% | |
| 110 | SCHVSCHWAB STRATEGIC TR US LARGE-CAP VALUE ETF | 7,600 | $210K | 0.05% | |
| 111 | CGDGCAPITAL GROUP DIVID VALUE ETF SHS | 5,269 | $208K | 0.05% | |
| 112 | LMTLOCKHEED MARTIN CORP COM | 450 | $208K | 0.05% | |
| 113 | ANAUTONATION INC COM | 1,030 | $205K | 0.05% | |
| 114 | UNHUNITEDHEALTH GROUP INC COM | 653 | $204K | 0.05% | |
| 115 | BSMYINVESCO EXCHANGE-TRADED SELF-INDEXED FD TR BULLETSHARES 2028 MUN BD ETF | 8,643 | $201K | 0.05% | |
| 116 | PNSTQPINSTRIPES HLDGS INC CL A | 77,595 | $4K | 0.00% |
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