Stuart Chaussee & Associates, Inc. holdings history

523 is the total number of securities Stuart Chaussee & Associates, Inc. has owned. The longest Stuart Chaussee & Associates, Inc. has owned a single stock is 32 quarters.

Stuart Chaussee & Associates, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VYM VANGUARD HIGH DIV YLD ETF32320.07%11.25%58.82%Q4 2015Q3 202332
MSFT MICROSOFT CORP COM32320.04%0.75%14.21%Q4 2015Q3 202332
KO COCA COLA CO COM32320.04%0.54%9.34%Q4 2015Q3 202332
SBUX STARBUCKS CORP COM32320.08%0.48%2.16%Q4 2015Q3 202332
UPS UPS32320.11%0.26%0.98%Q4 2015Q3 202332
WM WASTE MANAGEMENT INC COM32320.02%0.15%0.85%Q4 2015Q3 202332
DIS WALT DISNEY CO COM32320.00%0.13%0.54%Q4 2015Q3 202332
VZ VERIZON COMMUNICATIONS...32320.01%0.11%0.55%Q4 2015Q3 202332
XOM EXXON MOBIL CORPORATIO...32320.01%0.11%0.41%Q4 2015Q3 202332
ED CONSOLIDATED EDISON CO...32320.02%0.07%0.35%Q4 2015Q3 202332
MDLZ MONDELEZ INTL INC COM ...32320.02%0.06%0.32%Q4 2015Q3 202332
JNJ JOHNSON & JOHNSON COM32320.02%0.05%0.20%Q4 2015Q3 202332
SO SOUTHERN CO COM32320.01%0.04%0.19%Q4 2015Q3 202332
SYY SYSCO CORP COM32320.01%0.03%0.20%Q4 2015Q3 202332
PRU PRUDENTIAL FINANCIAL I...32320.00%0.01%0.08%Q4 2015Q3 202332
GOOGL ALPHABET INC COM CL A2370.03%0.13%0.56%Q4 2015Q3 202330
INTC INTEL CORP COM29290.00%0.09%0.63%Q4 2015Q4 202229
JPM JP MORGAN CHASE & CO COM29290.02%0.07%0.41%Q4 2015Q4 202229
V VISA INC COM CL A18110.01%0.02%0.06%Q4 2015Q3 202329
BA BOEING CO COM28280.01%0.04%0.09%Q4 2016Q3 202328
PFE PFIZER INC COM1240.00%0.03%0.20%Q4 2015Q3 202328
MRK MERCK & CO INC. COM28280.01%0.02%0.11%Q4 2016Q3 202328
SPY SPDR TR S&P 500 ETF TR28280.01%0.01%0.05%Q4 2016Q3 202328
AXP AMERICAN EXPRESS CO COM28280.01%0.01%0.06%Q4 2016Q3 202328
AAPL APPLE INC COM27270.01%0.21%1.47%Q1 2017Q3 202327
HD HOME DEPOT INC COM27270.01%0.15%0.71%Q1 2017Q3 202327
ORCL ORACLE CORP COM17100.02%0.04%0.14%Q4 2015Q3 202327
HON HONEYWELL INTERNATIONA...27270.01%0.02%0.10%Q1 2017Q3 202327
CSCO CISCO SYSTEMS INC COM1320.01%0.02%0.06%Q4 2015Q3 202327
BLK BLACKROCK INC COM27270.00%0.02%0.08%Q1 2017Q3 202327
TXN TEXAS INSTRUMENTS INC COM27270.00%0.01%0.05%Q1 2017Q3 202327
SYK STRYKER CORP COM2520.01%0.01%0.04%Q4 2015Q4 202227
MMC MARSH & MCLENNAN COS I...27270.00%0.01%0.03%Q1 2017Q3 202327
CME CME GROUP INC COM CL A27270.00%0.01%0.04%Q1 2017Q3 202327
ADP AUTOMATIC DATA PROCESS...27270.00%0.01%0.03%Q1 2017Q3 202327
CVX CHEVRON CORP COM1710.00%0.23%1.65%Q4 2015Q3 202326
MCD MCDONALDS CORP COM26260.00%0.09%0.42%Q2 2017Q3 202326
LRCX LAM RESEARCH CORP COM26260.00%0.01%0.03%Q2 2017Q3 202326
AMGN AMGEN INC COM26260.00%0.01%0.03%Q2 2017Q3 202326
PG PROCTER GAMBLE CO COM2210.00%0.67%7.06%Q4 2015Q3 202325
GOOG ALPHABET INC COM CL C25250.03%0.11%0.43%Q3 2017Q3 202325
CMCSA COMCAST CORP COM CL A13120.01%0.05%0.23%Q1 2017Q3 202325
WFC WELLS FARGO & CO COM1780.01%0.03%0.17%Q4 2015Q4 202225
AMZN AMAZON.COM INC COM1420.00%0.07%0.28%Q1 2017Q3 202324
MA MASTERCARD INC COM CL A24240.00%0.01%0.04%Q4 2017Q3 202324
T AT&T INC COM1140.01%0.11%0.50%Q4 2015Q2 202223
AEP American Electric Power2030.00%0.00%0.02%Q2 2017Q3 202323
SPTM SPDR Total Stock Market1910.00%0.75%8.24%Q4 2017Q3 202322
IWF iShares Russell 1000 G...22220.07%0.21%0.47%Q2 2018Q3 202322
ABBV AbbVie22220.03%0.07%0.27%Q2 2018Q3 202322
LMT Lockheed Martin22220.00%0.07%0.23%Q2 2018Q3 202322
UNH UNITEDHEALTH GROUP INC...11110.00%0.01%0.07%Q2 2017Q3 202322
ES EVERSOURCE ENERGY COM1930.00%0.01%0.03%Q4 2015Q3 202122
UNP Union Pacific22220.00%0.00%0.02%Q4 2017Q1 202322
AMT AMERICAN TOWER CORP COM1480.00%0.00%0.01%Q4 2017Q3 202322
DUK DUKE ENERGY HOLDINGS C...1330.01%0.03%0.14%Q4 2015Q3 202321
COST COSTCO WHOLESALE CORPO...1740.00%0.01%0.05%Q4 2015Q1 202321
NKE NIKE INC COM CL B11100.00%0.01%0.03%Q4 2017Q3 202321
BAC BANK OF AMERICA CORP COM1190.00%0.08%0.35%Q4 2017Q3 202320
FBHS Fortune Brands Innovat...1370.02%0.06%0.21%Q2 2018Q3 202320
MET METLIFE INC COM1190.00%0.01%0.08%Q4 2017Q3 202320
ADBE ADOBE SYSTEMS INC COM1190.00%0.01%0.05%Q4 2017Q3 202320
XEL Xcel Energy20200.00%0.01%0.03%Q4 2018Q3 202320
TER TERADYNE INC COM1190.00%0.00%0.01%Q4 2017Q3 202320
FB Meta Platforms1810.01%0.04%0.09%Q1 2017Q3 202219
PM PHILIP MORRIS INTL COM1080.01%0.27%0.94%Q4 2015Q4 202218
PNC PNC FINL CORP COM1710.01%0.03%0.10%Q4 2015Q4 202118
MS MORGAN STANLEY COM840.01%0.01%0.03%Q1 2017Q4 202218
PSA PUBLIC STORAGE COM1130.00%0.01%0.06%Q1 2017Q3 202318
VGT Vanguard Info. Technology1527.93%20.52%48.38%Q2 2018Q3 202317
XLK Technology Sector SPDR1410.01%2.03%13.03%Q4 2015Q3 202317
KHC KRAFT HEINZ CO COM17170.00%0.12%0.50%Q4 2015Q4 201917
RDSB ROYAL DUTCH SHELL PLC ...17170.01%0.02%0.10%Q4 2015Q4 201917
CAT CATERPILLAR INC COM1340.00%0.02%0.06%Q4 2016Q1 202317
CRM SALESFORCE.COM INC COM17170.00%0.01%0.04%Q1 2018Q1 202217
AMAT APPLIED MATERIALS INC COM910.00%0.00%0.01%Q4 2016Q3 202217
MO ALTRIA GROUP INC COM810.01%0.33%0.92%Q4 2015Q1 202116
PEP PEPSICO INC COM910.00%0.29%4.10%Q4 2015Q1 202116
LLY ELI LILLY & CO COM1240.03%0.09%0.32%Q4 2015Q3 202316
RDSA ROYAL DUTCH SHELL PLC ...1240.00%0.06%0.31%Q1 2017Q1 202316
AAL AMERICAN AIRLINES GROU...16160.00%0.01%0.04%Q4 2015Q3 201916
USMV ISHARES MSCI USA MIN V...730.02%22.96%77.48%Q1 2016Q3 202315
QQQ Invesco QQQ Trust15150.12%16.14%49.75%Q1 2020Q3 202315
IGM iShares Expanded Techn...15154.32%13.69%29.22%Q1 2020Q3 202315
HDV ISHARES CORE HIGH DV ETF1110.01%1.47%12.40%Q1 2016Q1 202215
COP CONOCOPHILLIPS CORP COM1140.00%0.01%0.03%Q4 2015Q3 202315
EQIX EQUINIX INC COM1410.00%0.00%0.01%Q4 2017Q4 202115
VTV Vanguard Value510.01%4.00%15.80%Q1 2016Q3 202314
WY WEYERHAEUSER CO COM1310.01%0.02%0.05%Q1 2017Q3 202314
C CITIGROUP INC COM950.00%0.01%0.03%Q4 2017Q1 202214
NFLX NETFLIX.COM INC COM13130.00%0.07%0.38%Q1 2018Q1 202113
Trane Technologies13130.02%0.05%0.14%Q3 2020Q3 202313
ETN Eaton13130.01%0.03%0.09%Q3 2020Q3 202313
LEN Lennar13130.01%0.03%0.07%Q3 2020Q3 202313
ABT Abbott Labs13130.00%0.02%0.08%Q3 2020Q3 202313
SGOL Gold Trust13130.00%0.02%0.03%Q2 2018Q2 202113
CTAS Cintas13130.00%0.01%0.03%Q3 2020Q3 202313
NEE NEXTERA ENERGY INC COM820.00%0.01%0.02%Q2 2017Q3 202313
PYPL PAYPAL HLDGS INC COM940.00%0.00%0.02%Q4 2017Q4 202113
BABA ALIBABA GROUP HLDG LTD...1110.00%0.12%0.56%Q1 2018Q1 202112
DVY iShares Select Dividend12120.04%0.06%0.08%Q2 2018Q1 202112
GE GENERAL ELECTRIC CO COM840.00%0.03%0.07%Q4 2015Q4 202112
CB CHUBB LTD COM12120.01%0.01%0.04%Q1 2017Q4 201912
USB US BANCORP COM (NEW)12120.00%0.00%0.02%Q1 2017Q4 201912
GD GENERAL DYNAMICS CORP COM12120.00%0.00%0.02%Q1 2017Q4 201912
VIG Vanguard Dividend Appr...710.00%7.83%23.53%Q2 2018Q3 202311
DGRO iShares Core Dividend ...720.02%1.42%5.20%Q1 2019Q3 202311
VNQ VANGUARD REIT ETF INDEX410.00%1.07%6.43%Q4 2015Q3 202111
KMB KIMBERLY CLARK CORP COM310.00%0.42%4.28%Q4 2015Q3 202011
ANTM Elevance Health11110.03%0.09%0.24%Q1 2021Q3 202311
ACN Accenture11110.01%0.05%0.12%Q1 2021Q3 202311
ALL ALLSTATE CORP COMM910.00%0.04%0.18%Q2 2017Q1 202111
QCOM Qualcomm11110.01%0.02%0.06%Q1 2021Q3 202311
MMM 3M CO COM920.01%0.02%0.05%Q1 2017Q4 201911
AJG Arthur J. Gallagher11110.01%0.02%0.06%Q1 2021Q3 202311
PAYX Paychex11110.01%0.02%0.06%Q1 2021Q3 202311
HIG Hartford Financial Ser...11110.01%0.02%0.05%Q1 2021Q3 202311
IT Gartner11110.01%0.02%0.05%Q1 2021Q3 202311
MPC Marathon Petroleum11110.00%0.01%0.04%Q1 2021Q3 202311
BRKB Berkshire Hathaway CL B11110.00%0.01%0.03%Q1 2021Q3 202311
PSX PHILLIPS 66 COM740.01%0.01%0.02%Q4 2015Q4 201911
ZTS Zoetis11110.00%0.01%0.03%Q1 2021Q3 202311
AIG American Intl. Group11110.00%0.01%0.02%Q1 2021Q3 202311
NOW ServiceNow11110.00%0.01%0.03%Q1 2021Q3 202311
MSCI MSCI Inc.11110.00%0.01%0.03%Q1 2021Q3 202311
AZN AstraZeneca11110.00%0.01%0.02%Q1 2021Q3 202311
CDW Corp.11110.00%0.01%0.02%Q1 2021Q3 202311
NDSN Nordson11110.00%0.01%0.02%Q1 2021Q3 202311
WRB W.R. Berkley11110.00%0.01%0.02%Q1 2021Q3 202311
POOL Pool Corp.11110.00%0.01%0.02%Q1 2021Q3 202311
PXD Pioneer Natural Resources11110.00%0.01%0.02%Q1 2021Q3 202311
COO Cooper Companies11110.00%0.01%0.02%Q1 2021Q3 202311
SiteOne Landscape Supply11110.00%0.01%0.02%Q1 2021Q3 202311
GM General Motors11110.00%0.01%0.01%Q1 2021Q3 202311
CPRT Copart11110.00%0.01%0.02%Q1 2021Q3 202311
JKHY Jack Henry11110.00%0.01%0.01%Q1 2021Q3 202311
CCI Crown Castle11110.00%0.00%0.02%Q1 2021Q3 202311
WMB Williams Companies11110.00%0.00%0.01%Q1 2021Q3 202311
MSI Motorola Solutions11110.00%0.00%0.01%Q1 2021Q3 202311
ANSS ANSYS Inc.11110.00%0.00%0.01%Q1 2021Q3 202311
AZPN Aspen Technology11110.00%0.00%0.01%Q1 2021Q3 202311
NXP Semiconductors11110.00%0.00%0.01%Q1 2021Q3 202311
DSI ISHARES MSCI KLD 400 S...10100.04%0.06%0.22%Q3 2017Q4 201910
RTN RAYTHEON CO COM710.02%0.06%0.11%Q4 2015Q4 201910
VOO Vanguard S&P 50010100.01%0.02%0.04%Q2 2021Q3 202310
NSIT Insight Enterprises10100.00%0.01%0.01%Q2 2021Q3 202310
Philips Electronics910.00%0.00%0.01%Q4 2017Q1 202110
AON AON PLC COM CL A910.00%0.00%0.01%Q4 2017Q1 202110
CI Express Scripts910.00%0.00%0.01%Q4 2017Q1 202110
NVDA NVIDIA CORP COM910.00%0.00%0.01%Q4 2017Q1 202110
ATLS ING Group910.00%0.00%0.00%Q4 2017Q1 202110
OGN Organon10100.00%0.00%0.00%Q2 2021Q3 202310
BIV Vanguard Int.-Term Bond720.00%7.66%38.84%Q1 2017Q4 20199
MGK VANGUARD MEGA GRWTH IN...540.02%5.84%13.63%Q4 2017Q1 20219
AOK ISHARES CORE CONSVE AL...540.01%4.00%13.59%Q3 2017Q4 20199
CVS CVS Health Corp.990.00%0.02%0.07%Q1 2021Q1 20239
RTX Raytheon Technologies720.00%0.02%0.05%Q1 2021Q2 20239
CRL Charles River Labs990.00%0.01%0.02%Q1 2021Q1 20239
ASML Holding990.00%0.01%0.03%Q1 2021Q1 20239
LNG CHENIERE ENERGY INC COM990.00%0.00%0.01%Q4 2017Q4 20199
DHR DANAHER CORP DEL COM990.00%0.00%0.01%Q4 2017Q4 20199
IR INGERSOLL-RAND COM990.00%0.00%0.01%Q4 2017Q4 20199
LUV SOUTHWEST AIRLINES CO COM990.00%0.00%0.01%Q4 2017Q4 20199
XYL XYLEM INC COM990.00%0.00%0.01%Q4 2017Q4 20199
EL ESTEE LAUDER COMPANIES...990.00%0.00%0.01%Q4 2017Q4 20199
NTRS Northern Trust990.00%0.00%0.01%Q4 2017Q4 20199
UNM UNUM PROVIDENT CORP COM990.00%0.00%0.01%Q4 2017Q4 20199
EA ELECTRONIC ARTS COM990.00%0.00%0.01%Q4 2017Q4 20199
NOC NORTHROP GRUMMAN CORP COM990.00%0.00%0.01%Q4 2017Q4 20199
A AGILENT TECHNOLOGIES I...990.00%0.00%0.00%Q4 2017Q4 20199
LQD iShares Inv.-Grade Cor...710.02%0.76%5.93%Q2 2017Q4 20198
CL COLGATE PALMOLIVE CO COM880.03%0.12%0.16%Q4 2015Q3 20178
MGP MGM Growth Properties880.05%0.08%0.22%Q2 2020Q1 20228
VOD VODAFONE GROUP PLC ADR...410.01%0.06%0.14%Q4 2015Q3 20188
MAA Mid-America Apartments880.01%0.03%0.06%Q1 2021Q4 20228
PLD Prologis880.01%0.02%0.05%Q1 2021Q4 20228
CINF Cincinnati Financial880.01%0.02%0.05%Q1 2021Q4 20228
FITB Fifth Third Bancorp880.01%0.02%0.04%Q1 2021Q4 20228
VFH Vanguard Financials880.01%0.02%0.04%Q1 2021Q4 20228
MDT Medtronic440.00%0.01%0.03%Q1 2019Q4 20218
RSP Invesco S&P 500 Equal ...880.00%0.01%0.02%Q4 2021Q3 20238
SCHW Charles Schwab880.00%0.01%0.02%Q1 2021Q4 20228
APD Air Products & Chemicals880.00%0.01%0.02%Q4 2021Q3 20238
PANW Palo Alto Networks880.00%0.01%0.02%Q4 2021Q3 20238
ULTA Ulta Beauty880.00%0.01%0.01%Q4 2021Q3 20238
BKNG BOOKING HOLDINGS INC COM880.00%0.00%0.02%Q1 2018Q4 20198
GWW Grainger WW880.00%0.00%0.01%Q4 2021Q3 20238
XLP (SPDR) Consumer Staples410.00%8.13%38.32%Q4 2015Q2 20227
EPD Enterprise Products Pa...770.20%0.23%0.24%Q2 2018Q4 20197
TJX TJX COMPANIES INC CM610.00%0.06%0.08%Q4 2015Q1 20217
GDRX GoodRx Holdings770.01%0.02%0.06%Q3 2020Q1 20227
XEC Cimarex Energy770.01%0.01%0.02%Q2 2018Q4 20197
ZBRA Zebra Technologies770.00%0.01%0.02%Q1 2021Q3 20227
SNAP Snap, Inc.770.01%0.01%0.01%Q2 2018Q4 20197
DOV Dover770.00%0.01%0.02%Q1 2022Q3 20237
DD DuPont770.00%0.00%0.01%Q1 2021Q3 20227
SPGI S&P Global770.00%0.00%0.01%Q1 2022Q3 20237
XLE SPDR Energy420.01%1.42%6.70%Q1 2016Q1 20226
EEM ISHARES MSCI EMG MKT ETF420.08%0.18%0.60%Q1 2017Q3 20186
VICI VICI Properties660.05%0.15%0.36%Q2 2022Q3 20236
PEG PUBLIC SVC ENTERPRISE ...410.00%0.11%0.17%Q4 2015Q1 20216
FDX FEDEX CORPORATION COM330.01%0.02%0.03%Q1 2016Q3 20196
VIRC VIRCO MFG CO COM660.01%0.01%0.01%Q4 2015Q1 20176
TSM Taiwan Semiconductor420.00%0.01%0.03%Q1 2021Q3 20226
TotalEnergies660.00%0.00%0.01%Q2 2022Q3 20236
WFM WHOLE FOODS MKT INC COM510.00%0.00%0.00%Q4 2015Q2 20176
BHF Brighthouse Financial660.00%0.00%0.00%Q2 2022Q3 20236
SPHQ Invesco S&P 500 Quality410.02%5.96%29.72%Q4 2019Q1 20215
WBA WALGREENS BOOTS ALLIAN...550.01%0.99%4.91%Q4 2015Q4 20165
IWM ISHARES RUSSELL 2000 ETF310.00%0.94%4.69%Q4 2015Q4 20215
SHV iShares Short Treasury550.14%0.36%0.74%Q1 2020Q1 20215
MCK MCKESSON CORP COM410.00%0.04%0.05%Q4 2015Q1 20215
CRBN ISHARES TRUST MSCI LW ...550.02%0.04%0.11%Q3 2017Q3 20185
Novo Nordisk410.00%0.02%0.05%Q1 2021Q1 20235
LOW Lowe's410.00%0.02%0.04%Q1 2021Q4 20225
KOD Kodiak Sciences550.01%0.02%0.02%Q1 2020Q1 20215
LVMUY LVMH410.00%0.01%0.02%Q1 2021Q1 20235
RGP RESOURCES CONNECTION I...550.01%0.01%0.02%Q4 2015Q4 20165
SMG Scotts Miracle-Gro550.00%0.01%0.02%Q1 2021Q1 20225
VFC V F CORP COM550.01%0.01%0.01%Q4 2015Q4 20165
WMT WAL-MART STORES COM550.01%0.01%0.01%Q4 2015Q4 20165
REZI Resideo Technologies550.00%0.00%0.00%Q4 2018Q4 20195
GTX Garrett Motion550.00%0.00%0.00%Q4 2018Q4 20195
FTRCQ Frontier Communications550.00%0.00%0.00%Q2 2018Q2 20195
PNOV Innovator Power Buffer...4430.85%46.25%62.32%Q4 2022Q3 20234
PFF ISHARES US PREFERRED S...315.44%20.53%58.46%Q2 2017Q3 20184
PSEP Innovator Power Buffer...447.30%11.39%15.80%Q4 2022Q3 20234
MTUM iShares USA Momentum210.08%7.74%30.36%Q4 2017Q3 20204
IVV ISHARES CORE S&P 500 ETF210.01%3.78%15.03%Q4 2016Q4 20194
VCSH VANGUARD SHORT TERM CO...440.06%1.78%6.91%Q1 2017Q4 20174
DPS DR PEPPER SNAPPLE GROU...440.06%1.58%6.05%Q4 2015Q3 20164
BJAN Innovator Buffer - Jan.441.29%1.31%1.33%Q4 2022Q3 20234
PJAN Innovator Power Buffer...440.47%0.49%0.50%Q4 2022Q3 20234
VGSH Vanguard Short Treasury440.14%0.25%0.39%Q1 2020Q4 20204
ONEQ Fidelity Nasdaq Index310.01%0.20%0.28%Q3 2020Q3 20234
PACW PACWEST BANCORP COM440.08%0.20%0.53%Q4 2017Q3 20184
FDN First Trust Internet I...440.03%0.17%0.22%Q2 2020Q1 20214
GIS GENERAL MILLS INC COM440.01%0.10%0.14%Q4 2015Q3 20164
CAG CONAGRA FOODS INC COM440.04%0.07%0.11%Q4 2015Q3 20164
IWP iShares Mid-Cap Growth440.06%0.06%0.07%Q2 2020Q1 20214
BERKSHIRE HATHAWAY INC...440.06%0.06%0.06%Q4 2015Q3 20164
SPIB SPDR SERIES TRUST PORT...440.02%0.04%0.12%Q4 2017Q3 20184
PPL PPL CORPORATION COM310.00%0.03%0.05%Q1 2017Q1 20214
SJM SMUCKER J M CO COM440.01%0.02%0.06%Q4 2015Q3 20164
PCG Pacific Gas & Electric440.02%0.02%0.02%Q4 2015Q3 20164
TGT Target440.00%0.01%0.02%Q1 2022Q4 20224
ADSK Autodesk440.01%0.01%0.02%Q1 2021Q4 20214
MIME Mimecast440.01%0.01%0.02%Q2 2021Q1 20224
BP PLC SPONS ADR440.01%0.01%0.01%Q4 2015Q3 20164
XLG Invesco S&P 500 Top 50440.00%0.01%0.02%Q2 2022Q1 20234
GILD Gilead Sciences440.01%0.01%0.01%Q2 2020Q1 20214
ALGN Align Technology440.00%0.01%0.01%Q1 2021Q4 20214
THO Thor Industries440.00%0.01%0.01%Q1 2021Q4 20214
BP BP PLC SPONS ADR220.00%0.01%0.01%Q4 2016Q2 20214
LII Lennox International440.00%0.01%0.01%Q1 2021Q4 20214
AMERICAN EXPRESS CO CM440.01%0.01%0.01%Q4 2015Q3 20164
EFX Equifax440.00%0.01%0.01%Q1 2021Q4 20214
BSY Bentley Systems440.00%0.01%0.01%Q1 2021Q4 20214
PCRX PACIRA PHARMACEUTICALS...440.00%0.01%0.01%Q4 2015Q3 20164
ALLE Allegion440.00%0.00%0.01%Q1 2021Q4 20214
MasterBrand440.00%0.00%0.01%Q4 2022Q3 20234
SLB Schlumberger440.00%0.00%0.01%Q2 2022Q1 20234
IXC iShares Global Energy440.00%0.00%0.01%Q2 2022Q1 20234
CHRD Chord Energy440.00%0.00%0.00%Q4 2022Q3 20234
Navitas Semiconductor440.00%0.00%0.01%Q4 2021Q3 20224
DG Dollar General440.00%0.00%0.00%Q1 2021Q4 20214
BANK OF AMERICA CORP COM440.00%0.00%0.00%Q4 2015Q3 20164
KMI KINDER MORGAN INC COM440.00%0.00%0.00%Q4 2015Q3 20164
NOBL ProShares S&P Div Aris...330.02%8.91%26.65%Q4 2021Q2 20223
SPLV Invesco S&P 500 Low Vol.210.31%7.81%22.69%Q1 2019Q1 20223
SCHD Schwab US Dividend Equity210.71%6.89%15.78%Q1 2021Q4 20213
SCHV Schwab US Large Value110.01%4.35%8.85%Q4 2019Q4 20213
AAXJ ISHARES MSCI ALL CNT A...210.02%1.77%2.66%Q3 2017Q1 20213
PMAR Innovator Power Buffer...330.36%1.42%3.52%Q1 2023Q3 20233
TQQQ ProShares Ultra Long Q...210.74%1.15%1.56%Q1 2019Q2 20203
PROCTER GAMBLE CO COM330.45%0.83%1.13%Q2 2016Q4 20163
SPYG SPDR S&P 500 Growth330.10%0.43%0.67%Q2 2018Q4 20183
IYR iShares U.S. Real Estate210.01%0.13%0.20%Q4 2015Q3 20193
BUD ANHEUSER BUSCH INBEV ADR330.08%0.11%0.17%Q1 2016Q3 20163
ESGD ISHARES MSCI EAFE ESG ...330.04%0.10%0.22%Q3 2017Q1 20183
BRITISH AMERICAN TOBAC...330.05%0.09%0.11%Q1 2016Q3 20163
VRP POWERSHARES VAR RATE P...210.07%0.08%0.09%Q3 2017Q3 20183
VTI Vanguard Total Stock Mkt.210.02%0.06%0.12%Q4 2016Q3 20233
VIDI ETF SER SOLUTIONS VIDE...330.02%0.05%0.11%Q3 2017Q1 20183
SHPG Shire330.04%0.04%0.04%Q2 2018Q4 20183
GS Goldman Sachs330.03%0.03%0.03%Q1 2019Q3 20193
NEM NEWMONT MINING CORP COM330.02%0.02%0.02%Q1 2016Q3 20163
SIGI SELECTIVE INS GROUP IN...330.01%0.01%0.02%Q1 2016Q3 20163
AMEREN CORP CM330.01%0.01%0.01%Q1 2016Q3 20163
TXT TEXTRON INC COM330.01%0.01%0.01%Q1 2016Q3 20163
VBK Vanguard Small Cap Growth330.00%0.01%0.02%Q2 2021Q4 20213
UBER Uber Technologies330.00%0.01%0.01%Q2 2019Q4 20193
GRFS GRIFOLS SA ADR330.00%0.00%0.01%Q4 2015Q2 20163
Keyence330.00%0.00%0.01%Q1 2021Q3 20213
IWN iShares Russell 2000 V...330.00%0.00%0.00%Q2 2021Q4 20213
SRE SEMPRA ENERGY COM330.00%0.00%0.00%Q2 2017Q4 20173
MAT MATTEL INC COM330.00%0.00%0.00%Q4 2015Q2 20163
PH PARKER HANNIFIN CORP COM330.00%0.00%0.00%Q2 2017Q4 20173
FOXA Twenty-First Century Fox210.00%0.00%0.00%Q4 2018Q1 20213
SGOV iShares 0-3 Month T-Bond2239.21%39.80%40.39%Q2 2023Q3 20232
SPLG SPDR Large Cap2231.07%31.10%31.14%Q2 2018Q3 20182
BLV VANGUARD LONG TERM BON...2217.75%20.23%22.70%Q1 2017Q2 20172
AOM ISHARES CORE MODERATE ...2212.22%16.98%21.75%Q3 2017Q4 20172
TLT ISHARES 20Plus YR TREA...229.01%11.61%14.22%Q1 2017Q2 20172
XLRE SPDR Real Estate118.33%10.80%13.26%Q2 2021Q4 20212
XNTK SPDR NYSE Technology229.23%9.52%9.81%Q2 2018Q3 20182
VGLT VANGUARD LONG TERM GOV...227.56%8.60%9.65%Q1 2017Q2 20172
HRL HORMEL FOODS CORP COM223.38%4.87%6.36%Q4 2015Q1 20162
XLF SELECT SECTOR SPDR TRU...110.02%2.50%4.98%Q4 2016Q1 20222
TECL Direxion Technology Bu...111.04%1.31%1.59%Q4 2019Q3 20202
SPYV SPDR S&P 500 Value110.01%0.42%0.83%Q4 2017Q2 20192
SCHH Schwab US REIT220.28%0.29%0.29%Q2 2019Q3 20192
ALTRIA GROUP INC COM220.13%0.13%0.14%Q3 2017Q4 20172
First Trust Moderate B...220.12%0.12%0.13%Q2 2023Q3 20232
PAA Plains All American Pi...220.11%0.11%0.11%Q2 2018Q3 20182
PGX Invesco Preferred220.07%0.09%0.11%Q2 2018Q3 20182
PGF Invesco Financial Pref...220.07%0.07%0.07%Q2 2018Q3 20182
IYF ISHARES US FINANCIALS ETF110.02%0.07%0.11%Q4 2016Q2 20212
APPLE INC COM220.03%0.04%0.06%Q4 2015Q1 20162
D DOMINION RESOURCES INC...220.04%0.04%0.05%Q1 2017Q2 20172
DOMINION ENERGY INC COM220.04%0.04%0.04%Q3 2017Q4 20172
PMAY Innovator Power Buffer...220.04%0.04%0.04%Q2 2023Q3 20232
IYH iShares U.S. Healthcare110.01%0.04%0.06%Q2 2021Q1 20222
O REALTY INCOME CORPORAT...220.01%0.03%0.06%Q1 2017Q2 20172
MCO Moody's220.03%0.03%0.04%Q3 2020Q4 20202
SPAB SPDR Aggregate Bond220.03%0.03%0.03%Q3 2019Q4 20192
GAMPRB General American 5.95 ...220.01%0.02%0.03%Q1 2022Q2 20222
GDDY GODADDY INC COM CL A220.02%0.02%0.02%Q4 2015Q1 20162
TTE Total110.00%0.02%0.03%Q2 2018Q1 20212
WLL Whiting Petroleum220.01%0.01%0.02%Q1 2022Q2 20222
PCLN PRICELINE GROUP INC COM110.00%0.01%0.02%Q1 2017Q4 20172
STRYKER CORP COM220.01%0.01%0.01%Q2 2016Q3 20162
XLV SPDR Health Care110.01%0.01%0.01%Q1 2021Q1 20222
DGRW WisdomTree US Dividend...220.01%0.01%0.01%Q2 2023Q3 20232
SEE Sealed Air Corp.220.01%0.01%0.01%Q3 2020Q4 20202
HALO HALOZYME THERAPEUTICS ...220.00%0.00%0.01%Q4 2015Q1 20162
LEVI Levi Strauss220.00%0.00%0.00%Q3 2019Q4 20192
EIX Edison International110.00%0.00%0.01%Q4 2015Q1 20212
QRVO QORVO INC COM220.00%0.00%0.00%Q4 2015Q1 20162
ALC Alcon110.00%0.00%0.00%Q1 2021Q4 20212
FICO Fair Isaac220.00%0.00%0.00%Q1 2021Q2 20212
TNGO TANGOE INC COM220.00%0.00%0.00%Q4 2015Q1 20162
KMIWS Kinder Morgan Warrant220.00%0.00%0.00%Q4 2015Q1 20162
VWO VANGUARD EMERGING MARK...1126.89%26.89%26.89%Q3 2017Q3 20171
JPST JPM Ultra-Short Income1123.66%23.66%23.66%Q4 2018Q4 20181
ACWI ISHARES MSCI ACWI ETF1118.28%18.28%18.28%Q4 2017Q4 20171
VHT Vanguard Health Care1113.57%13.57%13.57%Q1 2022Q1 20221
XLB SPDR Materials1111.76%11.76%11.76%Q4 2021Q4 20211
EEMV ISHARES MSCI MIN VOL E...1111.60%11.60%11.60%Q3 2017Q3 20171
SPYD SPDR S&P 500 High Divi...1110.07%10.07%10.07%Q1 2022Q1 20221
EFV ISHARES MSCI EAFE VALU...117.74%7.74%7.74%Q3 2017Q3 20171
VDC Vanguard Consumer Staples116.86%6.86%6.86%Q1 2022Q1 20221
SPGP Invesco S&P 500 GARP116.59%6.59%6.59%Q4 2021Q4 20211
TOTL SSGA ACTIVE ETF TRUST ...115.46%5.46%5.46%Q2 2017Q2 20171
PCY POWERSHARES EMERGING M...114.73%4.73%4.73%Q3 2017Q3 20171
IJH ISHARES CORE S&P MID-C...114.68%4.68%4.68%Q4 2016Q4 20161
RWX SPDR DJ WILSHRE INTL R...113.27%3.27%3.27%Q3 2017Q3 20171
PDEC Innovator Power Buffer...112.30%2.30%2.30%Q4 2022Q4 20221
REET ISHARES TRUST GLOBAL R...112.28%2.28%2.28%Q2 2017Q2 20171
ProShares Short QQQ 3x112.10%2.10%2.10%Q2 2023Q2 20231
SOXS Direxion Short Semi-Co...111.98%1.98%1.98%Q1 2023Q1 20231
UDOW ProShares Ultra Dow 3x111.29%1.29%1.29%Q4 2022Q4 20221
SOXL Direxion Semi-Cond. 3x...110.93%0.93%0.93%Q2 2019Q2 20191
MGV Vanguard Mega Cap Value110.58%0.58%0.58%Q1 2021Q1 20211
QUAL iShares MSCI USA Quality110.30%0.30%0.30%Q1 2021Q1 20211
VUG Vanguard Growth110.30%0.30%0.30%Q4 2015Q4 20151
IYE ISHARES US ENERGY ETF110.24%0.24%0.24%Q4 2016Q4 20161
Boeing110.06%0.06%0.06%Q4 2015Q4 20151
AMGEN INC110.04%0.04%0.04%Q3 2016Q3 20161
Prospect Capital110.04%0.04%0.04%Q3 2021Q3 20211
CTDD Qwest 6.75 Percent110.03%0.03%0.03%Q1 2022Q1 20221
SCHA Schwab US Small Cap110.03%0.03%0.03%Q4 2019Q4 20191
OXY Occidental Petroleum110.03%0.03%0.03%Q2 2018Q2 20181
Abbott Labs110.02%0.02%0.02%Q4 2015Q4 20151
IYK iShares Consumer Goods110.02%0.02%0.02%Q4 2015Q4 20151
IBM INTL BUSINESS MACHINES110.02%0.02%0.02%Q4 2016Q4 20161
TAK Takeda Pharmaceutical110.02%0.02%0.02%Q1 2019Q1 20191
HAL Halliburton110.02%0.02%0.02%Q2 2018Q2 20181
VSS VANGUARD WORLD EX US S...110.02%0.02%0.02%Q4 2017Q4 20171
IYJ iShares U.S. Industrials110.02%0.02%0.02%Q2 2021Q2 20211
BHP Group110.02%0.02%0.02%Q2 2022Q2 20221
HAWK BLACKHAWK NETWORK HOLD...110.02%0.02%0.02%Q1 2018Q1 20181
IEMG iShares Core Emerging ...110.01%0.01%0.01%Q1 2021Q1 20211
ZM Zoom Video Communications110.01%0.01%0.01%Q1 2021Q1 20211
SCHG Schwab US Large Growth110.01%0.01%0.01%Q4 2019Q4 20191
VB Vanguard Small-Cap Index110.01%0.01%0.01%Q1 2021Q1 20211
VITL Vital Farms110.01%0.01%0.01%Q3 2020Q3 20201
IXN iShares Global Tech110.01%0.01%0.01%Q2 2022Q2 20221
EMR Emerson Electric110.01%0.01%0.01%Q1 2021Q1 20211
ARCC Ares Capital110.01%0.01%0.01%Q1 2021Q1 20211
CLVS Clovis Oncology110.01%0.01%0.01%Q1 2021Q1 20211
VNQI Vanguard Glb REIT ETF110.01%0.01%0.01%Q4 2015Q4 20151
IWB iShares Russell 1000110.01%0.01%0.01%Q1 2022Q1 20221
NVS Novartis110.01%0.01%0.01%Q4 2015Q4 20151
SON Sonoco Products110.01%0.01%0.01%Q1 2021Q1 20211
K Kellogg110.01%0.01%0.01%Q4 2015Q4 20151
XLC SPDR Communication Ser...110.01%0.01%0.01%Q1 2021Q1 20211
MGC Vanguard Mega Cap Index110.01%0.01%0.01%Q3 2023Q3 20231
TNA Direxion Small-Cap Bul...110.01%0.01%0.01%Q1 2019Q1 20191
AVGO Broadcom110.01%0.01%0.01%Q4 2021Q4 20211
ADI Analog Devices110.01%0.01%0.01%Q1 2022Q1 20221
XLI SPDR Industrials110.01%0.01%0.01%Q1 2021Q1 20211
MCHP Microchip Technology110.01%0.01%0.01%Q1 2022Q1 20221
TMO Thermo Fisher Scientific110.01%0.01%0.01%Q4 2021Q4 20211
Allstate110.01%0.01%0.01%Q4 2015Q4 20151
XLY SPDR Consumer Discreti...110.01%0.01%0.01%Q1 2022Q1 20221
Unilever110.00%0.00%0.00%Q1 2021Q1 20211
NSS Nustar Logistics 7.625...110.00%0.00%0.00%Q1 2022Q1 20221
CTSH Cognizant Tech Solutions110.00%0.00%0.00%Q1 2021Q1 20211
BMY BRISTOL-MYERS SQUIBB COM110.00%0.00%0.00%Q4 2017Q4 20171
TCEHY Tencent110.00%0.00%0.00%Q1 2021Q1 20211
ITW Illinois Tool Works110.00%0.00%0.00%Q4 2021Q4 20211
INFO IHS Markit110.00%0.00%0.00%Q4 2021Q4 20211
WEC WEC Energy110.00%0.00%0.00%Q4 2021Q4 20211
CHK Chesapeake Energy110.00%0.00%0.00%Q1 2020Q1 20201
BFAM Bright Horizons110.00%0.00%0.00%Q1 2021Q1 20211
ILMN Illumina110.00%0.00%0.00%Q1 2021Q1 20211
NIO Nio110.00%0.00%0.00%Q1 2021Q1 20211
MACK Sanofi110.00%0.00%0.00%Q1 2021Q1 20211
RJF Raymond James110.00%0.00%0.00%Q1 2021Q1 20211
MDY SPDR S&P 400110.00%0.00%0.00%Q1 2021Q1 20211
STZ Constellation Brands110.00%0.00%0.00%Q1 2021Q1 20211
FLIR FLIR Systems110.00%0.00%0.00%Q1 2021Q1 20211
WOPEY Woodside Energy110.00%0.00%0.00%Q2 2022Q2 20221
ISRG Intuitive Surgical110.00%0.00%0.00%Q1 2021Q1 20211
ZBH Zimmer Bionet110.00%0.00%0.00%Q1 2021Q1 20211
ECL Ecolab110.00%0.00%0.00%Q4 2021Q4 20211
IBKR Interactive Brokers110.00%0.00%0.00%Q1 2021Q1 20211
VEA VANGUARD FTSE DEVELOPE...110.00%0.00%0.00%Q3 2017Q3 20171
BEXP Equinor110.00%0.00%0.00%Q1 2021Q1 20211
ROL Rollins110.00%0.00%0.00%Q1 2021Q1 20211
AAP Advance Auto Parts110.00%0.00%0.00%Q4 2021Q4 20211
CTVA Corteva110.00%0.00%0.00%Q1 2021Q1 20211
APTV Aptiv110.00%0.00%0.00%Q4 2021Q4 20211
PPG PPG Industries110.00%0.00%0.00%Q1 2021Q1 20211
ELAN Elanco Animal Health110.00%0.00%0.00%Q1 2021Q1 20211
CHE Chemed110.00%0.00%0.00%Q1 2021Q1 20211
EXPO Exponent110.00%0.00%0.00%Q1 2021Q1 20211
PICK iShares Global Metals ...110.00%0.00%0.00%Q2 2022Q2 20221
SWK Stanley Works110.00%0.00%0.00%Q1 2021Q1 20211
EXC Exelon110.00%0.00%0.00%Q1 2021Q1 20211
BTI British American Tobacco110.00%0.00%0.00%Q1 2021Q1 20211
ABB ABB Ltd.110.00%0.00%0.00%Q1 2021Q1 20211
AIA Group110.00%0.00%0.00%Q1 2021Q1 20211
Safran110.00%0.00%0.00%Q1 2021Q1 20211
CABGY Carlsberg110.00%0.00%0.00%Q1 2021Q1 20211
SMC Corp.110.00%0.00%0.00%Q1 2021Q1 20211
SALESFORCE.COM INC COM110.00%0.00%0.00%Q4 2017Q4 20171
SHECY Shin-Etsu Chemical110.00%0.00%0.00%Q1 2021Q1 20211
EQH Equitable Holdings110.00%0.00%0.00%Q1 2021Q1 20211
HUM Humana110.00%0.00%0.00%Q1 2021Q1 20211
NSRGY Nestle110.00%0.00%0.00%Q1 2021Q1 20211
PPRUY Kering110.00%0.00%0.00%Q1 2021Q1 20211
ENIC Enel110.00%0.00%0.00%Q1 2021Q1 20211
LEA Lear Corp.110.00%0.00%0.00%Q1 2021Q1 20211
LRLCY L'Oreal110.00%0.00%0.00%Q1 2021Q1 20211
SSNC SS&C Technologies110.00%0.00%0.00%Q1 2021Q1 20211
LDOS Leidos Holdings110.00%0.00%0.00%Q1 2021Q1 20211
NWL Newell Rubbermaid110.00%0.00%0.00%Q1 2021Q1 20211
LPLA LPL Financial110.00%0.00%0.00%Q1 2021Q1 20211
ESLOY EssilorLuxottica110.00%0.00%0.00%Q1 2021Q1 20211
LNSTY London Stock Exchange110.00%0.00%0.00%Q1 2021Q1 20211
AEE Ameren110.00%0.00%0.00%Q1 2021Q1 20211
CRH CRH110.00%0.00%0.00%Q1 2021Q1 20211
FNF Fidelity National110.00%0.00%0.00%Q1 2021Q1 20211
SAP SAP110.00%0.00%0.00%Q1 2021Q1 20211
NI NiSource110.00%0.00%0.00%Q1 2021Q1 20211
Galapagos110.00%0.00%0.00%Q1 2021Q1 20211
SFTBY Softbank110.00%0.00%0.00%Q1 2021Q1 20211
SGIOY Shionogi110.00%0.00%0.00%Q1 2021Q1 20211
STM STMicroelectronics110.00%0.00%0.00%Q1 2021Q1 20211
SAUHY Straumann110.00%0.00%0.00%Q1 2021Q1 20211
ENGIY Engie110.00%0.00%0.00%Q1 2021Q1 20211
SZKMY Suzuki Motor110.00%0.00%0.00%Q1 2021Q1 20211
JMHLY Jardine Matheson110.00%0.00%0.00%Q1 2021Q1 20211
TFII TFI International110.00%0.00%0.00%Q1 2021Q1 20211
Koninklijke KPN110.00%0.00%0.00%Q1 2021Q1 20211
TRUMY Terumo110.00%0.00%0.00%Q1 2021Q1 20211
BGNE BeiGene110.00%0.00%0.00%Q1 2021Q1 20211
BK Bank of New York Mellon110.00%0.00%0.00%Q1 2021Q1 20211
Tokyo Electron110.00%0.00%0.00%Q1 2021Q1 20211
BMRRY B&M European Value110.00%0.00%0.00%Q1 2021Q1 20211
UNICY Unicharm110.00%0.00%0.00%Q1 2021Q1 20211
BNPQY BNP Paribas110.00%0.00%0.00%Q1 2021Q1 20211
DSDVY DSV Panalpina110.00%0.00%0.00%Q1 2021Q1 20211
MELI MercadoLibre110.00%0.00%0.00%Q1 2021Q1 20211
CNI Canadian National Railway110.00%0.00%0.00%Q1 2021Q1 20211
ASAZY Assa Abloy110.00%0.00%0.00%Q1 2021Q1 20211
RELX RELX110.00%0.00%0.00%Q1 2021Q1 20211
HOOK Anheuser-Busch InBev110.00%0.00%0.00%Q1 2021Q1 20211
RBGLY Reckitt Benckiser110.00%0.00%0.00%Q1 2021Q1 20211
AHKSY Asahi Kasei110.00%0.00%0.00%Q1 2021Q1 20211
DBOEY Deutsche Boerse110.00%0.00%0.00%Q1 2021Q1 20211
IDEXY Industria de Diseno Te...110.00%0.00%0.00%Q1 2021Q1 20211
MRAAY Murata Manufacturing110.00%0.00%0.00%Q1 2021Q1 20211
PROSY Prosus110.00%0.00%0.00%Q1 2021Q1 20211
PDYPY Flutter Entertainment110.00%0.00%0.00%Q1 2021Q1 20211
IBDRY Iberdrola110.00%0.00%0.00%Q1 2021Q1 20211
HCM Hutchison China Meditech110.00%0.00%0.00%Q1 2021Q1 20211
HOCPY HOYA Corp.110.00%0.00%0.00%Q1 2021Q1 20211
HKXCY Hong Kong Exchanges110.00%0.00%0.00%Q1 2021Q1 20211
NTES NetEase110.00%0.00%0.00%Q1 2021Q1 20211
EADSY Airbus110.00%0.00%0.00%Q1 2021Q1 20211
HESAY Hermes International110.00%0.00%0.00%Q1 2021Q1 20211
NJDCY Nidec110.00%0.00%0.00%Q1 2021Q1 20211
DSNKY Daiichi Sankyo110.00%0.00%0.00%Q1 2021Q1 20211
NTTYY Nippon T&T110.00%0.00%0.00%Q1 2021Q1 20211
AIQUY Air Liquide110.00%0.00%0.00%Q1 2021Q1 20211
PDRDY Pernod Ricard110.00%0.00%0.00%Q1 2021Q1 20211
HDB HDFC Bank110.00%0.00%0.00%Q1 2021Q1 20211
CFRUY CF Richemont110.00%0.00%0.00%Q1 2021Q1 20211
Grifols110.00%0.00%0.00%Q1 2021Q1 20211
NCLTY Nitori Holdings110.00%0.00%0.00%Q1 2021Q1 20211
DBSDY DBS Group110.00%0.00%0.00%Q1 2021Q1 20211
GVDNY Givaudan110.00%0.00%0.00%Q1 2021Q1 20211
TEAM Atlassian110.00%0.00%0.00%Q1 2021Q1 20211
GMAB Genmab110.00%0.00%0.00%Q1 2021Q1 20211
PVD Banco Bilbao Vizcaya110.00%0.00%0.00%Q1 2021Q1 20211
Diageo110.00%0.00%0.00%Q1 2021Q1 20211
JOBS Recruit Holdings110.00%0.00%0.00%Q1 2021Q1 20211
Rio Tinto110.00%0.00%0.00%Q1 2021Q1 20211
ADDYY Adidas110.00%0.00%0.00%Q1 2021Q1 20211
FAF First American Financial110.00%0.00%0.00%Q1 2021Q1 20211

The securities at the top of the list , including VANGUARD HIGH DIV YLD ETF, MICROSOFT CORP COM, and COCA COLA CO COM, are the highest-conviction holdings of Stuart Chaussee & Associates, Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Stuart Chaussee & Associates, Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Stuart Chaussee & Associates, Inc. owns currently or has owned in the past.