$110 Million is the total value of Stuart Chaussee & Associates, Inc.'s 83 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USMV | New | ISHARES MSCI USA MIN VOL ETF | $23,459,000 | – | 535,482 | +100.0% | 21.33% | – |
| VTV | New | VANGUARD CRSP US LARGE CAP VALUE IND ET | $9,711,000 | – | 119,005 | +100.0% | 8.83% | – |
| HDV | New | ISHARES CORE HIGH DIVIDEND ETF | $438,000 | – | 5,623 | +100.0% | 0.40% | – |
| XLE | New | SELECT SECTOR SPDR TRUST ENERGY SELECT INDEX | $310,000 | – | 4,985 | +100.0% | 0.28% | – |
| BUD | New | ANHEUSER BUSCH INBEV ADRsp adr | $82,000 | – | 680 | +100.0% | 0.08% | – |
| New | BRITISH AMERICAN TOBACCO PLC SP ADRsp adr | $56,000 | – | 470 | +100.0% | 0.05% | – | |
| NEM | New | NEWMONT MINING CORP COM | $21,000 | – | 678 | +100.0% | 0.02% | – |
| SIGI | New | SELECTIVE INS GROUP INC COM | $15,000 | – | 444 | +100.0% | 0.01% | – |
| FDX | New | FEDEX CORPORATION COM | $14,000 | – | 87 | +100.0% | 0.01% | – |
| New | AMEREN CORP CM | $13,000 | – | 274 | +100.0% | 0.01% | – | |
| TXT | New | TEXTRON INC COM | $11,000 | – | 299 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-04-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD HIGH DIV YLD ETF | 32 | Q3 2023 | 58.8% |
| MICROSOFT CORP COM | 32 | Q3 2023 | 14.2% |
| COCA COLA CO COM | 32 | Q3 2023 | 9.3% |
| STARBUCKS CORP COM | 32 | Q3 2023 | 2.2% |
| UPS | 32 | Q3 2023 | 1.0% |
| WASTE MANAGEMENT INC COM | 32 | Q3 2023 | 0.8% |
| WALT DISNEY CO COM | 32 | Q3 2023 | 0.5% |
| VERIZON COMMUNICATIONS COM | 32 | Q3 2023 | 0.5% |
| EXXON MOBIL CORPORATION COM | 32 | Q3 2023 | 0.4% |
| CONSOLIDATED EDISON CO N Y INC COM | 32 | Q3 2023 | 0.4% |
View Stuart Chaussee & Associates, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-02 |
| 13F-HR/A | 2023-11-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-08 |
| 13F-HR/A | 2023-01-18 |
| 13F-HR | 2023-01-10 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-15 |
View Stuart Chaussee & Associates, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.