Avoid Fraud, Get The Facts, And Find The Best
Legal Name: LEJEUNE PUETZ INVESTMENT COUNSEL
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 29, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
ISHARES FLT (46429B655)
|
135,519 |
$6,902k |
|
MICROSOFT CORP (594918104)
|
41,971 |
$5,622k |
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
44,549 |
$5,047k |
|
Apple Inc (037833100)
|
24,684 |
$4,886k |
|
JPMORGAN CHASE & CO (46625H100)
|
36,316 |
$4,060k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
97,030 |
$4,047k |
|
CISCO SYSTEMS INC (17275R102)
|
72,687 |
$3,978k |
|
Boeing Co/The (097023105)
|
10,874 |
$3,958k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
12,773 |
$3,743k |
|
Alphabet Inc (02079K107)
|
3,314 |
$3,582k |
|
JOHNSON & JOHNSON (478160104)
|
24,645 |
$3,433k |
|
SCHWAB STRATEGIC TR (808524805)
|
101,476 |
$3,256k |
|
INTEL CORP (458140100)
|
66,696 |
$3,193k |
|
SCHWAB STRATEGIC TR (808524706)
|
121,464 |
$3,187k |
|
PROCTER & GAMBLE CO (742718109)
|
28,586 |
$3,134k |
|
PayPal Holdings Inc (70450Y103)
|
26,335 |
$3,014k |
|
MCDONALDS CORP (580135101)
|
14,376 |
$2,985k |
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
33,072 |
$2,948k |
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
26,259 |
$2,913k |
|
SCHWAB STRATEGIC TR (808524201)
|
38,744 |
$2,719k |
|
AMGEN INC (031162100)
|
13,715 |
$2,527k |
|
Caterpillar Inc (149123101)
|
17,736 |
$2,417k |
|
CITIGROUP INC (172967424)
|
33,359 |
$2,336k |
|
PFIZER INC (717081103)
|
53,317 |
$2,310k |
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
32,138 |
$2,297k |
|
HOME DEPOT INC (437076102)
|
10,762 |
$2,238k |
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
27,345 |
$2,206k |
|
SPDR SERIES TRUST BLOOMBERG SRT TR (78468R408)
|
80,300 |
$2,187k |
|
NIKE INC (654106103)
|
25,462 |
$2,138k |
|
ISHARES TR (464288687)
|
57,885 |
$2,133k |
|
ALIBABA GROUP HLDG LTD (01609W102)
|
12,381 |
$2,098k |
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
14,260 |
$2,033k |
|
CVS HEALTH CORP (126650100)
|
37,167 |
$2,025k |
|
ALPS ALERIAN MLP ETF (00162Q866)
|
197,700 |
$1,947k |
|
COCA-COLA CO (191216100)
|
36,992 |
$1,884k |
|
EMERSON ELEC CO (291011104)
|
28,185 |
$1,881k |
|
SCHWAB STRATEGIC TR (808524102)
|
26,637 |
$1,879k |
|
AT&T INC (00206R102)
|
55,196 |
$1,850k |
|
ORACLE CORP (68389X105)
|
32,283 |
$1,839k |
|
Charles Schwab Corp/The (808513105)
|
44,292 |
$1,780k |
|
GILEAD SCIENCES INC (375558103)
|
26,230 |
$1,772k |
|
DIAGEO PLC (G42089113)
|
10,235 |
$1,764k |
|
REALTY INCOME CORP (756109104)
|
25,255 |
$1,742k |
|
HCP INC (40414L109)
|
53,780 |
$1,720k |
|
VISA INC COM CL A (92826C839)
|
9,646 |
$1,674k |
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
4,638 |
$1,645k |
|
MERCK & CO INC (58933Y105)
|
19,374 |
$1,625k |
|
VERIZON COMMUNICATIONS (92343V104)
|
28,225 |
$1,612k |
|
Baidu Inc (056752108)
|
13,665 |
$1,604k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
35,965 |
$1,530k |
|
FORD MOTOR CO (345370860)
|
144,000 |
$1,473k |
|
BECTON DICKINSON (075887109)
|
5,730 |
$1,444k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
18,427 |
$1,442k |
|
EXELON CORP (30161N101)
|
26,975 |
$1,293k |
|
ISHA (464287101)
|
9,868 |
$1,279k |
|
BlackRock, Inc. (09247X101)
|
2,536 |
$1,190k |
|
ALPHABET INC (02079K305)
|
1,077 |
$1,166k |
|
QUALCOMM INC (747525103)
|
14,066 |
$1,070k |
|
Nutrien Ltd (67077M108)
|
19,752 |
$1,056k |
|
LOWES CO (548661107)
|
9,952 |
$1,004k |
|
HONEYWELL INTL INC (438516106)
|
5,709 |
$997k |
|
Exxon Mobil Corp (30231G102)
|
12,649 |
$969k |
|
Teradyne Inc (880770102)
|
20,100 |
$963k |
|
L BRANDS INC (501797104)
|
35,600 |
$929k |
|
ISHARES (464288448)
|
30,088 |
$924k |
|
Eaton Vance Sr Fltg Rate Trust (27828Q105)
|
69,975 |
$916k |
|
ISHARES (464287465)
|
13,837 |
$910k |
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
5,750 |
$901k |
|
FEDEX CORP (31428X106)
|
5,340 |
$877k |
|
EBAY INC (278642103)
|
22,160 |
$875k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
2,880 |
$849k |
|
GOLDMAN SACHS GROUP (38141G104)
|
3,950 |
$808k |
|
Lockheed Martin Corp (539830109)
|
2,208 |
$803k |
|
VANGUARD GROUP (921908844)
|
6,900 |
$795k |
|
Berkshire Hathaway, Inc. (084670702)
|
3,486 |
$743k |
|
Myriad Genetics Inc (62855J104)
|
26,625 |
$740k |
|
WALMART INC COM (931142103)
|
6,660 |
$736k |
|
NUVEEN MICHIGAN QLT MUN INC (670979103)
|
54,225 |
$735k |
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
12,586 |
$719k |
|
ISHARES INTERNATIONAL PREFERRED ETF (46429B135)
|
46,800 |
$709k |
|
SPDR SERIES TRUST (78464A417)
|
6,073 |
$662k |
|
PEPSICO INC (713448108)
|
5,040 |
$661k |
|
ISHARES (464288646)
|
12,352 |
$660k |
|
UNITEDHEALTH GRP INC (91324P102)
|
2,695 |
$658k |
|
SCHWAB STRATEGIC TRUST (808524409)
|
11,365 |
$638k |
|
STRYKER CORP (863667101)
|
3,088 |
$635k |
|
DISNEY WALT CO (254687106)
|
4,486 |
$626k |
|
ConocoPhillips (20825C104)
|
9,871 |
$602k |
|
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886)
|
9,850 |
$587k |
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
3,450 |
$577k |
|
NOVARTIS AG (66987V109)
|
6,291 |
$574k |
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
6,385 |
$557k |
|
ISHARES TR S&P MC 400GR ETF (464287606)
|
2,435 |
$551k |
|
PHYSICIANS REALTY TRUST COM (71943U104)
|
31,094 |
$542k |
|
ISHARES TR (46434V407)
|
11,550 |
$539k |
|
ISHARES (464287242)
|
4,187 |
$521k |
|
Facebook Inc (30303M102)
|
2,693 |
$520k |
|
Bristol-Myers Squibb Co (110122108)
|
10,913 |
$495k |
|
Chevron Corp (166764100)
|
3,963 |
$493k |
|
CLIFFS NATURAL RES (18383K101)
|
44,300 |
$473k |
|
ISHARES (464287168)
|
4,600 |
$458k |
|
General Motors Co (37045V100)
|
11,345 |
$437k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
2,230 |
$433k |
|
PHILIP MORRIS INTL (718172109)
|
5,345 |
$420k |
|
WALGREENS BOOTS ALLI (931427108)
|
7,664 |
$419k |
|
EDWARDS LIFESCIENCE (28176E108)
|
2,100 |
$388k |
|
ADOBE INC (00724F101)
|
1,265 |
$373k |
|
ISHARES TR (464287176)
|
3,114 |
$360k |
|
NOKIA CORP (654902204)
|
71,700 |
$359k |
|
Amazon.com Inc (023135106)
|
185 |
$350k |
|
BP PLC (055622104)
|
8,366 |
$349k |
|
ISHARES TR (464288588)
|
3,104 |
$334k |
|
Phillips 66 (718546104)
|
3,554 |
$332k |
|
ALTRIA GROUP INC (02209S103)
|
6,985 |
$331k |
|
VALEANT PHARMACEUTICALS INTL (91911K102)
|
12,750 |
$322k |
|
ISHARES (464287887)
|
1,725 |
$315k |
|
MEDTRONIC PLC (G5960L103)
|
3,202 |
$312k |
|
ISHARES (464288778)
|
6,750 |
$310k |
|
KINDER MORGAN INC (49456B101)
|
14,820 |
$309k |
|
Bank of America Corp. (060505104)
|
10,598 |
$307k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
2,035 |
$305k |
|
HUNTINGTON BANCSHARE (446150104)
|
20,581 |
$284k |
|
MARRIOTT INTL INC (571903202)
|
2,000 |
$281k |
|
PEMBINA PIPELINE CORP (706327103)
|
7,507 |
$279k |
|
CHURCH & DWIGHT INC (171340102)
|
3,800 |
$278k |
|
UNDER ARMOUR INC (904311206)
|
12,360 |
$274k |
|
KRAFT HEINZ CO (500754106)
|
8,526 |
$265k |
|
TENCENT HOLDINGS (88032XAD6)
|
5,700 |
$258k |
|
Freeport-McMoRan Inc (35671D857)
|
21,000 |
$244k |
|
NEXTERA ENERGY INC (65339F101)
|
1,181 |
$242k |
|
WEC Energy (976657106)
|
2,884 |
$240k |
|
ZOETIS INC (98978V103)
|
2,100 |
$238k |
|
ISHARES TR US HLTHCARE ETF (464287762)
|
1,210 |
$236k |
|
ROPER TECHNOLOGIES (776696106)
|
635 |
$233k |
|
COSTCO WHSL CORP (22160K105)
|
875 |
$231k |
|
SPDR INDEX SHS FDS (78463X848)
|
6,250 |
$229k |
|
ECOLAB INC (278865100)
|
1,100 |
$217k |
|
TEXAS INSTRUMENTS (882508104)
|
1,835 |
$211k |
|
LILLY ELI & CO (532457108)
|
1,850 |
$205k |
|
Vanguard International Dividen (921946810)
|
3,000 |
$204k |
|
BLACKROCK MUNIASSETS FD INC (09254J102)
|
12,700 |
$201k |
|
GENERAL ELECTRIC CO (369604103)
|
18,515 |
$194k |
|
TORO CO (891092108)
|
2,900 |
$194k |
|
SANOFI SPOND FUNSPONSORED ADR (590328100)
|
4,200 |
$182k |
|
ABBOTT LABS (002824100)
|
2,067 |
$174k |
|
WELLS FARGO CO NEW (949746101)
|
3,650 |
$173k |
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
2,029 |
$169k |
|
POWERSHARES QQQ TRUST (73935A104)
|
873 |
$163k |
|
LABORATORY CORP AMER (50540R409)
|
925 |
$160k |
|
SPDR SERIES TRUST (78464A698)
|
2,975 |
$159k |
|
BLACKROCK MUNIYLD MICH QLTY (09254V105)
|
11,550 |
$159k |
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
5,550 |
$153k |
|
MONDELEZ INTL INC (609207105)
|
2,674 |
$144k |
|
SELECT SECTOR SPDR (81369Y506)
|
2,250 |
$143k |
|
ILLINOIS TOOL WORKS (452308109)
|
922 |
$139k |
|
VANGUARD SHORT TERM BOND ETF (092193782)
|
1,663 |
$134k |
|
MARSH & MCLENNAN COS (571748102)
|
1,310 |
$131k |
|
BROADCOM INC (11135F101)
|
452 |
$130k |
|
BLACKROCK MUNIHLDGS FD II IN (09253P109)
|
8,600 |
$130k |
|
Intercontinental Exchange Inc (45866F104)
|
1,500 |
$129k |
|
AMERIPRISE FINL INC (03076C106)
|
850 |
$123k |
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
2,000 |
$123k |
|
MICRON TECHNOLOGY (595112103)
|
3,100 |
$120k |
|
CSX CORP (126408103)
|
1,523 |
$118k |
|
BB&T CORP (054397107)
|
2,374 |
$117k |
|
THE HERSHEY COMPANY (427866108)
|
860 |
$115k |
|
AIR PRODS & CHEMS INC (009158106)
|
509 |
$115k |
|
VANGUARD INDEX FDS (922908637)
|
850 |
$115k |
|
ABBVIE INC (00287Y109)
|
1,568 |
$114k |
|
PAYCHEX INC (704326107)
|
1,347 |
$111k |
|
DTE ENERGY CO (233331107)
|
853 |
$109k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
700 |
$109k |
|
ISHARES TR U.S. FIN SVC ETF (464287770)
|
812 |
$109k |
|
DBV TECHNOLOGIES SA-SPON ADR (23306J101)
|
13,150 |
$108k |
|
ISHARES (464287556)
|
980 |
$107k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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