Le Jeune Puetz Investment Counsel LLC Sells in Q1 2023

Le Jeune Puetz Investment Counsel LLC

  • $272 Million
  • Q1 2023
Stock Shares change Price Range Shares Held Trade History
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-10.5K
- 5.19%
$49.51 - $50.8 $521K - $534K
192K $9.68M
HBI
Hanesbrands Inc.

Consumer Cyclical
-52K
- 42.15%
$4.9 - $8.71 $255K - $453K
71.4K $375K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-5.88K
- 27.88%
$69.47 - $74.56 $408K - $438K
15.2K $1.12M
PEAK
Healthpeak Properties, Inc.

Real Estate
-5.58K
- 11.08%
$20.23 - $28.24 $113K - $158K
44.8K $983K
UNH
Unitedhealth Group Inc

Healthcare
-7
- 0.2%
$460.33 - $518.33 $3.22K - $3.63K
3.54K $1.67M
MRK
Merck & Co., Inc.

Healthcare
-875
- 3.63%
$102.94 - $114.86 $90.1K - $101K
23.2K $2.47M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3.55K
- 3.91%
$74.76 - $76.57 $265K - $272K
87.1K $6.64M
COP
Conocophillips

Energy
-199
- 2.75%
$94.39 - $124.65 $18.8K - $24.8K
7.04K $697K
ADBE
Adobe Inc.

Technology
-504
- 41.08%
$320.54 - $392.23 $162K - $198K
723 $278K
EMB
Ishares Tr

ETFs
-1.58K
- 5.3%
$83.99 - $89.55 $133K - $141K
28.2K $2.43M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
-1.37K
- 12.15%
$30.28 - $46.19 $41.3K - $63K
9.87K $337K
PBA
Pembina Pipeline Corp

Energy
-1.55K
- 21.89%
$30.42 - $36.27 $47.2K - $56.2K
5.53K $179K
KMI
Kinder Morgan, Inc.

Energy
-1.78K
- 11.42%
$16.28 - $18.89 $29K - $33.6K
13.8K $241K
SJNK
Spdr Bloomberg Short Term High

ETFs
-3.5K
- 4.47%
$24.16 - $25.15 $84.6K - $88K
74.8K $1.86M
XLU
Utilities Sector Spdr

ETFs
-300
- 4.41%
$63.7 - $72.08 $19.1K - $21.6K
6.5K $439K
XOM
Exxon Mobil Corp

Energy
-125
- 0.48%
$99.84 - $119.17 $12.5K - $14.9K
25.7K $2.82M
PSX
Phillips 66

Energy
-190
- 7.01%
$93.54 - $111.49 $17.8K - $21.2K
2.52K $255K
HYG
Ishares Tr

ETFs
-400
- 5.9%
$73.04 - $77.2 $29.2K - $30.9K
6.39K $482K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-795
- 2.4%
$49.56 - $50.75 $39.4K - $40.3K
32.4K $1.64M
Alps Alerian Mlp ETF
-1K
- 3.54%
N/A
27.2K $0
MDT
Medtronic PLC

Healthcare
-50
- 2.44%
$76.72 - $87.58 $3.84K - $4.38K
2K $161K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
-947
- 1.1%
$11.05 - $12.12 $10.5K - $11.5K
85.2K $965K
BP
Bp PLC

Energy
-233
- 1.71%
$33.78 - $41.02 $7.87K - $9.56K
13.4K $507K
T
At&T Inc.

Communication Services
-569
- 0.8%
$18.13 - $20.42 $10.3K - $11.6K
70.8K $1.36M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-9
- 0.21%
$433.1 - $497.12 $3.9K - $4.47K
4.35K $1.99M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-300
- 3.69%
$81.0 - $120.57 $24.3K - $36.2K
7.84K $801K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-822
- 1.45%
$44.47 - $49.23 $36.6K - $40.5K
55.9K $2.68M
META
Meta Platforms, Inc.

Communication Services
-205
- 10.58%
$124.74 - $211.94 $25.6K - $43.4K
1.73K $367K
FDX
Fedex Corp

Industrials
-2.17K
- 18.16%
$177.29 - $228.49 $385K - $497K
9.8K $2.24M
MCD
Mcdonalds Corp

Consumer Cyclical
-70
- 0.6%
$260.66 - $279.61 $18.2K - $19.6K
11.5K $3.23M
BA
Boeing CO

Industrials
-75
- 0.65%
$195.35 - $218.45 $14.7K - $16.4K
11.4K $2.42M
BIDU
Baidu, Inc.

Communication Services
-175
- 1.42%
$119.13 - $160.22 $20.8K - $28K
12.1K $1.83M
GOOG
Alphabet Inc.

Communication Services
-4.3K
- 6.09%
$86.77 - $108.8 $373K - $468K
66.3K $6.89M
MSFT
Microsoft Corp

Technology
-275
- 0.79%
$222.31 - $288.3 $61.1K - $79.3K
34.4K $9.92M
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
Track This Portfolio

Track Le Jeune Puetz Investment Counsel LLC Portfolio

Follow Le Jeune Puetz Investment Counsel LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Le Jeune Puetz Investment Counsel LLC, based on Form 13F filings with the SEC.

News

Stay updated on Le Jeune Puetz Investment Counsel LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email