Landmark Financial Advisors, LLC current holdings: USA Stocks
Landmark Financial Advisors, LLC reported $0.05 billion in share positions in stocks (listed in the US), 50 positions, in its Form 13F for the quarter ended 2023-12-31; the largest are USB, AAPL, JPM.
- USB: Country of operation United States; Class COM NEW; Shares 264,616; Value $11,452,576.
- AAPL: Country of operation United States; Class COM; Shares 28,450; Value $5,477,488.
- JPM: Country of operation United States; Class COM; Shares 20,593; Value $3,502,854.
- MSFT: Country of operation United States; Class COM; Shares 8,707; Value $3,274,014.
Form 13F-HR as filed (SEC CIK 1641440): quarter ended 2023-12-31, filed 2024-02-13. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2023-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
USB
US BANCORP DEL | United States | COM NEW | 264,616 | $11,452,576 | 21.99% | 2023-12-31 | 2024-02-13 | +34.33% |
|---|
AAPL
APPLE INC | United States | COM | 28,450 | $5,477,488 | 10.52% | 2023-12-31 | 2024-02-13 | |
|---|
JPM
JPMORGAN CHASE & CO | United States | COM | 20,593 | $3,502,854 | 6.73% | 2023-12-31 | 2024-02-13 | +96.93% |
|---|
MSFT
MICROSOFT CORP | United States | COM | 8,707 | $3,274,014 | 6.29% | 2023-12-31 | 2024-02-13 | +35.35% |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 7,859 | $2,802,991 | 5.38% | 2023-12-31 | 2024-02-13 | |
|---|
CINF
CINCINNATI FINL CORP | United States | COM | 17,562 | $1,816,965 | 3.49% | 2023-12-31 | 2024-02-13 | +55.74% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 11,883 | $1,659,936 | 3.19% | 2023-12-31 | 2024-02-13 | +144.05% |
|---|
AMZN
AMAZON COM INC | United States | COM | 8,954 | $1,360,477 | 2.61% | 2023-12-31 | 2024-02-13 | +62.35% |
|---|
ORCL
ORACLE CORP | United States | COM | 11,010 | $1,160,784 | 2.23% | 2023-12-31 | 2024-02-13 | +30.69% |
|---|
WMT
WALMART INC | United States | COM | 7,055 | $1,112,295 | 2.14% | 2023-12-31 | 2024-02-13 | +103.24% |
|---|
GABC
GERMAN AMERN BANCORP INC | United States | COM | 33,899 | $1,098,667 | 2.11% | 2023-12-31 | 2024-02-13 | +50.63% |
|---|
MAA
MID-AMER APT CMNTYS INC | United States | COM | 7,545 | $1,014,501 | 1.95% | 2023-12-31 | 2024-02-13 | -11.92% |
|---|
ABBV
ABBVIE INC | United States | COM | 6,181 | $957,816 | 1.84% | 2023-12-31 | 2024-02-13 | +69.90% |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 5,509 | $863,481 | 1.66% | 2023-12-31 | 2024-02-13 | +70.71% |
|---|
CWH
CAMPING WORLD HLDGS INC | United States | CL A | 29,249 | $768,079 | 1.48% | 2023-12-31 | 2024-02-13 | -80.58% |
|---|
MRK
MERCK & CO INC | United States | COM | 6,600 | $719,532 | 1.38% | 2023-12-31 | 2024-02-13 | +36.93% |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 4,742 | $707,317 | 1.36% | 2023-12-31 | 2024-02-13 | +37.02% |
|---|
CSCO
CISCO SYS INC | United States | COM | 12,961 | $654,802 | 1.26% | 2023-12-31 | 2024-02-13 | +111.68% |
|---|
ABT
ABBOTT LABS | United States | COM | 5,829 | $641,575 | 1.23% | 2023-12-31 | 2024-02-13 | -8.29% |
|---|
MDLZ
MONDELEZ INTL INC | United States | CL A | 8,678 | $628,548 | 1.21% | 2023-12-31 | 2024-02-13 | -18.10% |
|---|
AMT
AMERICAN TOWER CORP NEW | United States | COM | 2,880 | $621,734 | 1.19% | 2023-12-31 | 2024-02-13 | -22.48% |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 3,787 | $619,364 | 1.19% | 2023-12-31 | 2024-02-13 | +34.51% |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 1,197 | $592,787 | 1.14% | 2023-12-31 | 2024-02-13 | +358.82% |
|---|
HD
HOME DEPOT INC | United States | COM | 1,505 | $521,564 | 1.00% | 2023-12-31 | 2024-02-13 | -16.88% |
|---|
BAC
BANK AMERICA CORP | United States | COM | 14,591 | $491,275 | 0.94% | 2023-12-31 | 2024-02-13 | +63.23% |
|---|
UPS
UNITED PARCEL SERVICE INC | United States | CL B | 3,112 | $489,300 | 0.94% | 2023-12-31 | 2024-02-13 | -40.26% |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 3,005 | $440,353 | 0.85% | 2023-12-31 | 2024-02-13 | +1.21% |
|---|
ETN
EATON CORP PLC | | SHS | 1,800 | $433,476 | 0.83% | 2023-12-31 | 2024-02-13 | +79.91% |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 947 | $403,905 | 0.78% | 2023-12-31 | 2024-02-13 | +32.14% |
|---|
CAT
CATERPILLAR INC | United States | COM | 1,267 | $374,614 | 0.72% | 2023-12-31 | 2024-02-13 | +179.58% |
|---|
META
META PLATFORMS INC | United States | CL A | 1,003 | $355,022 | 0.68% | 2023-12-31 | 2024-02-13 | +108.72% |
|---|
CRM
SALESFORCE INC | United States | COM | 1,319 | $347,082 | 0.67% | 2023-12-31 | 2024-02-13 | -14.38% |
|---|
CVS
CVS HEALTH CORP | United States | COM | 4,166 | $328,947 | 0.63% | 2023-12-31 | 2024-02-13 | +10.31% |
|---|
CMCSA
COMCAST CORP NEW | United States | CL A | 7,264 | $318,526 | 0.61% | 2023-12-31 | 2024-02-13 | -47.45% |
|---|
HCA
HCA HEALTHCARE INC | United States | COM | 1,152 | $311,823 | 0.60% | 2023-12-31 | 2024-02-13 | +59.46% |
|---|
TJX
TJX COS INC NEW | United States | COM | 3,234 | $303,382 | 0.58% | 2023-12-31 | 2024-02-13 | +42.63% |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 3,023 | $302,246 | 0.58% | 2023-12-31 | 2024-02-13 | |
|---|
KO
COCA COLA CO | United States | COM | 5,069 | $298,716 | 0.57% | 2023-12-31 | 2024-02-13 | +47.36% |
|---|
ADBE
ADOBE INC | United States | COM | 498 | $297,114 | 0.57% | 2023-12-31 | 2024-02-13 | -60.92% |
|---|
BX
BLACKSTONE INC | United States | COM | 2,176 | $284,882 | 0.55% | 2023-12-31 | 2024-02-13 | -12.92% |
|---|
SLB
SCHLUMBERGER LTD | | COM STK | 4,903 | $255,152 | 0.49% | 2023-12-31 | 2024-02-13 | -4.17% |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 385 | $254,185 | 0.49% | 2023-12-31 | 2024-02-13 | +40.07% |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 1,765 | $248,741 | 0.48% | 2023-12-31 | 2024-02-13 | +139.35% |
|---|
NSC
NORFOLK SOUTHN CORP | United States | COM | 1,019 | $240,871 | 0.46% | 2023-12-31 | 2024-02-13 | +32.41% |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 422 | $222,170 | 0.43% | 2023-12-31 | 2024-02-13 | -28.78% |
|---|
NKE
NIKE INC | United States | CL B | 1,979 | $214,852 | 0.41% | 2023-12-31 | 2024-02-13 | -66.99% |
|---|
PEP
PEPSICO INC | United States | COM | 1,242 | $210,941 | 0.41% | 2023-12-31 | 2024-02-13 | -24.23% |
|---|
EOG
EOG RES INC | United States | COM | 1,722 | $208,276 | 0.40% | 2023-12-31 | 2024-02-13 | +15.47% |
|---|
C
CITIGROUP INC | United States | COM NEW | 3,980 | $204,753 | 0.39% | 2023-12-31 | 2024-02-13 | +154.28% |
|---|
T
AT&T INC | United States | COM | 11,919 | $200,008 | 0.38% | 2023-12-31 | 2024-02-13 | +45.89% |
|---|
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