Chief Financial Officer

0001104659-24-059181.txt : 20240509 0001104659-24-059181.hdr.sgml : 20240509 20240509105719 ACCESSION NUMBER: 0001104659-24-059181 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240509 DATE AS OF CHANGE: 20240509 EFFECTIVENESS DATE: 20240509 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: 24929220 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 03-31-2024 03-31-2024 false LANDAAS & CO /WI /ADV

411 East Wisconsin Avenue Suite 2000 Milwaukee WI 53202

13F HOLDINGS REPORT 028-18175 N Thomas Shea Chief Financial Officer 815-782-1250 /s/ Thomas Shea Milwaukee WI 05-08-2024 0 86 307475000 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM COM 002824100 559000 4923 SH SOLE 0 0 4923 ABBVIE INC COM COM 00287Y109 823000 4518 SH SOLE 0 0 4518 ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 211000 1389 SH SOLE 0 0 1389 ALPHABET INC CL A CAP STK CL A 02079K305 435000 2881 SH SOLE 0 0 2881 AMAZON COM INC COM COM 023135106 1363000 7556 SH SOLE 0 0 7556 AMGEN INC COM COM 031162100 498000 1750 SH SOLE 0 0 1750 AMPHENOL CORP NEW CL A CL A 032095101 300000 2600 SH SOLE 0 0 2600 APPLE INC COM COM 037833100 5161000 30109 SH SOLE 0 0 30109 AUTOMATIC DATA PROCESSING INC COM COM 053015103 227000 910 SH SOLE 0 0 910 BANK OF MONTREAL COM 063671101 227000 2326 SH SOLE 0 0 2326 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 766000 1822 SH SOLE 0 0 1822 CATERPILLAR INS COM COM 149123101 479000 1307 SH SOLE 0 0 1307 CHEVRON CORP NEW COM COM 166764100 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