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| Lejeune Puetz Investment Counsel LLC
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|
|
|---|---|
| CRD # | 108738 |
| SEC # | 801-54913 |
| CIK # | 0001698146 |
| AUM | $342.0 MM (2023-03-23) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 231-922-0525 |
| Address | 13721 West Bay Shore Drive Traverse City, MI 49684 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 13.0 | |
| MSFT | 1,918,222.4 | 9.9 | |
| GOOG | 1,482,566.4 | 6.9 | |
| JPM | 340,169.2 | 5.6 | |
| JNJ | 465,600.2 | 5.3 | |
| CSCO | 178,309.9 | 4.6 | |
| PG | 338,108.9 | 4.5 | |
| CAT | 99,975.7 | 4.0 | |
| CVS | 122,214.0 | 3.9 | |
| AMGN | 130,083.0 | 3.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 3.6 |
| (b) Individuals (high net worth individuals) | 71 | 283.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 5.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 49.6 |
| (n) Other | 0 | 0.0 |
| Total | 82 | 342.0 |
| By Discretionary | ||
| Discretionary | 82 | 342.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 82 | 342.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 342.0 | |
| Total | 82 | 342.0 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001698146] |
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