Le Jeune Puetz Investment Counsel LLC Purchases in Q1 2023

Le Jeune Puetz Investment Counsel LLC

  • $272 Million
  • Q1 2023
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
366
+ 0.47%
$125.02 - $164.9 $45.8K - $60.4K
78.6K $13M
BND
Vanguard Bd Index Fd Inc Total

ETFs
21.3K
New
$71.33 - $74.57 $1.52M - $1.59M
21.3K $1.57M
VEA
Vanguard Ftse Developed Market

ETFs
8.78K
+ 10.88%
$42.2 - $46.17 $370K - $405K
89.4K $4.04M
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.65K
+ 19.51%
$104.89 - $111.81 $488K - $520K
28.5K $3.12M
INTC
Intel Corp

Technology
1.78K
+ 2.3%
$24.9 - $32.67 $44.2K - $58K
79K $2.58M
TER
Teradyne, Inc

Technology
625
+ 2.77%
$85.93 - $111.54 $53.7K - $69.7K
23.2K $2.5M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.32K
+ 3.07%
$32.42 - $35.44 $140K - $153K
145K $5.05M
CSCO
Cisco Systems, Inc.

Technology
1.68K
+ 1.94%
$46.46 - $52.28 $77.8K - $87.6K
88.1K $4.61M
GOOGL
Alphabet Inc.

Communication Services
450
+ 1.79%
$86.2 - $107.74 $38.8K - $48.5K
25.6K $2.65M
QCOM
Qualcomm Inc

Technology
742
+ 3.82%
$107.2 - $138.46 $79.5K - $103K
20.1K $2.57M
PG
Procter & Gamble CO

Consumer Defensive
2.41K
+ 8.74%
$136.57 - $153.91 $329K - $371K
30K $4.45M
MMM
3 M CO

Industrials
2.66K
New
$101.0 - $129.5 $268K - $344K
2.66K $279K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
650
+ 66.33%
$348.66 - $382.94 $227K - $249K
1.63K $612K
OXY
Occidental Petroleum Corp

Energy
4.2K
New
$56.8 - $67.09 $239K - $282K
4.2K $262K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.28K
+ 6.76%
$38.45 - $43.18 $164K - $185K
67.5K $2.73M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.76K
+ 2.95%
$23.32 - $26.39 $111K - $126K
166K $4.07M
VBR
Vanguard Small Cap Value ETF

ETFs
1.48K
+ 10.89%
$150.22 - $177.69 $222K - $263K
15.1K $2.39M
DIS
Walt Disney CO

Communication Services
1.33K
+ 19.98%
$88.99 - $113.21 $118K - $150K
7.96K $796K
SCHX
Schwab Strategic Tr Us Large C

ETFs
108
+ 0.19%
$44.78 - $49.41 $4.84K - $5.34K
57.4K $2.78M
AMZN
Amazon Com Inc

Consumer Cyclical
138
+ 1.68%
$83.12 - $112.91 $11.5K - $15.6K
8.33K $860K
VUG
Vanguard Growth ETF

ETFs
367
+ 18.3%
$209.25 - $249.44 $76.8K - $91.5K
2.37K $591K
WDAY
Workday, Inc.

Technology
50
+ 1.28%
$160.19 - $206.54 $8.01K - $10.3K
3.96K $817K
PYPL
Pay Pal Holdings, Inc.

Financial Services
510
+ 2.02%
$72.56 - $86.96 $37K - $44.3K
25.7K $1.95M
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
2.9K
+ 7.45%
$42.8 - $44.55 $124K - $129K
41.8K $1.82M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3K
+ 117.65%
$49.32 - $51.02 $148K - $153K
5.55K $281K
OEF
Ishares S&P 100 ETF

ETFs
10
+ 0.11%
$168.71 - $187.04 $1.69K - $1.87K
8.99K $1.68M
F
Ford Motor CO

Consumer Cyclical
1K
+ 0.72%
$11.18 - $14.32 $11.2K - $14.3K
141K $1.77M
VB
Vanguard Small Cap ETF

ETFs
550
+ 7.8%
$179.51 - $208.76 $98.7K - $115K
7.6K $1.44M
VTV
Vanguard Value ETF

ETFs
1.7K
+ 4.2%
$132.13 - $144.96 $225K - $246K
42.2K $5.83M
V
Visa Inc.

Financial Services
23
+ 0.3%
$207.4 - $231.44 $4.77K - $5.32K
7.7K $1.73M
NKE
Nike, Inc.

Consumer Cyclical
125
+ 0.61%
$116.86 - $129.5 $14.6K - $16.2K
20.5K $2.52M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.12K
New
$103.34 - $113.48 $116K - $127K
1.12K $122K
SCHA
Schwab Strategic Tr Us Small C

ETFs
203
+ 0.26%
$39.82 - $46.36 $8.08K - $9.41K
78.7K $3.3M
IEFA
Ishares Tr

ETFs
1.79K
New
$62.17 - $67.7 $112K - $121K
1.79K $119K
C
Citigroup Inc

Financial Services
125
+ 0.19%
$43.11 - $52.35 $5.39K - $6.54K
67.7K $3.17M
NOK
Nokia Corp

Technology
9K
+ 3.44%
$4.49 - $5.03 $40.4K - $45.3K
271K $1.33M
FCX
Freeport Mcmoran Inc

Basic Materials
116
+ 0.34%
$35.51 - $46.64 $4.12K - $5.41K
34K $1.39M
SBUX
Starbucks Corp

Consumer Cyclical
971
New
$98.34 - $109.99 $95.5K - $107K
971 $101K
VTI
Vanguard Total Stock Market Et

ETFs
32
+ 0.5%
$189.85 - $210.01 $6.08K - $6.72K
6.42K $1.31M
EFA
Ishares Tr Msci Eafe ETF

ETFs
125
+ 1.06%
$66.22 - $72.19 $8.28K - $9.02K
11.9K $851K
VZ
Verizon Communications Inc

Communication Services
2.48K
+ 7.29%
$36.54 - $42.19 $90.7K - $105K
36.5K $1.42M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
402
+ 2.23%
$92.27 - $107.68 $37.1K - $43.3K
18.4K $1.78M
MO
Altria Group, Inc.

Consumer Defensive
1.85K
+ 27.88%
$43.46 - $48.07 $80.4K - $88.9K
8.49K $378K
VO
Vanguard Mid Cap ETF

ETFs
200
+ 5.92%
$200.2 - $225.98 $40K - $45.2K
3.58K $755K
WMT
Walmart Inc.

Consumer Defensive
100
+ 1.57%
$136.97 - $147.45 $13.7K - $14.7K
6.46K $951K
PFF
Ishares Trust Ishares Pfd And

ETFs
166
+ 0.26%
$29.86 - $33.81 $4.96K - $5.61K
63.6K $1.99M
EBAY
Ebay Inc

Consumer Cyclical
32
+ 0.21%
$40.81 - $51.66 $1.31K - $1.65K
15.1K $668K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
5K
+ 10.39%
$10.75 - $11.68 $53.8K - $58.4K
53.1K $590K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
237
+ 2.07%
$64.24 - $73.9 $15.2K - $17.5K
11.7K $792K
Activity Summary
Buys All Purchases 100 New Holdings 9 Increased Positions 91 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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