0001104659-24-014067.txt : 20240212 0001104659-24-014067.hdr.sgml : 20240212 20240212131841 ACCESSION NUMBER: 0001104659-24-014067 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240212 DATE AS OF CHANGE: 20240212 EFFECTIVENESS DATE: 20240212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LANDAAS & CO /WI /ADV CENTRAL INDEX KEY: 0000913990 ORGANIZATION NAME: IRS NUMBER: 391628643 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18175 FILM NUMBER: 24618871 BUSINESS ADDRESS: STREET 1: 411 EAST WISCONSIN AVENUE STREET 2: SUITE 2000 CITY: MILWAUKEE STATE: WI ZIP: 53202 BUSINESS PHONE: 4142231099 MAIL ADDRESS: STREET 1: 411 EAST WISCONSIN AVENUE STREET 2: SUITE 2000 CITY: MILWAUKEE STATE: WI ZIP: 53202 FORMER COMPANY: FORMER CONFORMED NAME: LANDAAS & CO /WI/ /ADV DATE OF NAME CHANGE: 19931025 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0000913990 XXXXXXXX 12-31-2023 12-31-2023 false LANDAAS & CO /WI /ADV

411 East Wisconsin Avenue Suite 2000 Milwaukee WI 53202

13F HOLDINGS REPORT 028-18175 N Thomas Shea 815-782-1250 /s/ Thomas Shea Milwaukee WI 02-09-2024 0 79 269623000 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM COM 002824100 641000 5823 SH SOLE 0 0 5823 ABBVIE INC COM COM 00287Y109 838000 5403 SH SOLE 0 0 5403 ALPHABET INC CL A COM 02079K305 397000 2840 SH SOLE 0 0 2840 AMAZON COM INC COM COM 023135106 1076000 7080 SH SOLE 0 0 7080 AMGEN INC COM COM 031162100 504000 1750 SH SOLE 0 0 1750 AMPHENOL CORP NEW CL A COM 032095101 258000 2600 SH SOLE 0 0 2600 APPLE INC COM COM 037833100 5208000 27111 SH SOLE 0 0 27111 AUTOMATIC DATA PROCESSING INC COM COM 053015103 212000 910 SH SOLE 0 0 910 BANK OF MONTREAL COM 063671101 230000 2326 SH SOLE 0 0 2326 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 650000 1822 SH SOLE 0 0 1822 CATERPILLAR INS COM COM 149123101 384000 1298 SH SOLE 0 0 1298 CHEVRON CORP NEW COM COM 166764100 244000 1638 SH SOLE 0 0 1638 COCA COLA CO COM COM 191216100 380000 6443 SH SOLE 0 0 6443 COLGATE PALMOLIVE CO COM 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