Le Jeune Puetz Investment Counsel LLC Portfolio Holdings
Le Jeune Puetz Investment Counsel LLC
- $272 Million
- Q1 2023
Le Jeune Puetz Investment Counsel LLC has filed its 13F form on May 03, 2023 for Q1 2023 where it was disclosed a total value porftolio of $272 Million distributed in 196 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13M, Microsoft Corp with a value of $9.92M, Ishares Tr Fltg Rate Nt ETF with a value of $9.68M, Alphabet Inc. with a value of $6.89M, and Vanguard Sht Term Corp Bd ETF with a value of $6.64M.
Examining the 13F form we can see an increase of $10.4M in the current position value, from $261M to 272M.
Below you can find more details about Le Jeune Puetz Investment Counsel LLC portfolio as well as his latest detailed transactions.
Portfolio value
$272 Million
ETFs: $101 Million
Technology: $41.5 Million
Healthcare: $30.7 Million
Financial Services: $23.8 Million
Consumer Cyclical: $17.3 Million
Industrials: $15.3 Million
Communication Services: $15.3 Million
Consumer Defensive: $12.7 Million
Other: $14.1 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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