StockDrifts LogoStockDrifts

Lejeune Puetz Investment Counsel Llc

Portfolio Manager
Lejeune Puetz Investment Counsel Llc
Performance
0% (N/A)
AUM (13F)
$279.21M
# of Holdings
196
Performance Rank
N/A
Allocation (Top 20)
N/A

Lejeune Puetz Investment Counsel Llc Holdings Map

Top 49 Lejeune Puetz Investment Counsel Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
4.64%78.6K$13.0M
+0.47%(+366)
2022-Q3: 81.9K shares2022-Q4: 78.3K shares2023-Q1: 78.6K shares2023-03-31
MSFT
MICROSOFT CORP
3.55%34.4K$9.9M
-0.79%(-275)
2022-Q3: 34.4K shares2022-Q4: 34.7K shares2023-Q1: 34.4K shares2023-03-31
FLOT
ISHARES FLOATING RATE BOND ETF
3.47%192.2K$9.7M
-5.19%(-10.52K)
2022-Q3: 204.9K shares2022-Q4: 202.7K shares2023-Q1: 192.2K shares2023-03-31
GOOG
ALPHABET INC. CLASS C
2.47%66.3K$6.9M
-6.09%(-4.30K)
2022-Q3: 70.7K shares2022-Q4: 70.6K shares2023-Q1: 66.3K shares2023-03-31
VCSH
VANGUARD SHORT TERM CORP BOND ETF
2.38%87.1K$6.6M
-3.91%(-3.55K)
2022-Q3: 99.1K shares2022-Q4: 90.7K shares2023-Q1: 87.1K shares2023-03-31
VTV
VANGUARD VALUE ETF
2.09%42.2K$5.8M
+4.20%(+1.70K)
2022-Q3: 40.3K shares2022-Q4: 40.5K shares2023-Q1: 42.2K shares2023-03-31
SPY
SPDR S&P 500 ETF
2.06%14.0K$5.7M
+0.76%(+106)
2022-Q3: 13.9K shares2022-Q4: 13.9K shares2023-Q1: 14.0K shares2023-03-31
JPM
JPMORGAN CHASE & CO
2.02%43.3K$5.6M
+0.08%(+35)
2022-Q3: 43.0K shares2022-Q4: 43.3K shares2023-Q1: 43.3K shares2023-03-31
JNJ
JOHNSON & JOHNSON
1.9%34.2K$5.3M
+5.18%(+1.69K)
2022-Q3: 32.3K shares2022-Q4: 32.5K shares2023-Q1: 34.2K shares2023-03-31
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
1.81%145.1K$5.0M
+3.07%(+4.32K)
2022-Q3: 140.0K shares2022-Q4: 140.8K shares2023-Q1: 145.1K shares2023-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Lejeune Puetz Investment Counsel Llc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all