$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EIX | Exit | Edison International | $0 | – | -80 | -100.0% | -0.01% | – |
| Exit | Allstate | $0 | – | -85 | -100.0% | -0.01% | – | |
| XLK | Exit | (SPDR) Technology | $0 | – | -144 | -100.0% | -0.01% | – |
| K | Exit | Kellogg | $0 | – | -90 | -100.0% | -0.01% | – |
| VNQI | Exit | Vanguard Glb REIT ETF | $0 | – | -137 | -100.0% | -0.01% | – |
| NVS | Exit | Novartis | $0 | – | -80 | -100.0% | -0.01% | – |
| IYR | Exit | iShares Real Estate ETF | $0 | – | -103 | -100.0% | -0.01% | – |
| IWM | Exit | iShares Russell 2000 | $0 | – | -101 | -100.0% | -0.01% | – |
| RTN | Exit | Raytheon | $0 | – | -137 | -100.0% | -0.02% | – |
| IYK | Exit | iShares Consumer Goods | $0 | – | -250 | -100.0% | -0.02% | – |
| Exit | Abbott Labs | $0 | – | -600 | -100.0% | -0.02% | – | |
| Exit | Boeing | $0 | – | -410 | -100.0% | -0.06% | – | |
| VUG | Exit | Vanguard Growth | $0 | – | -2,967 | -100.0% | -0.30% | – |
| PEP | Exit | PepsiCo | $0 | – | -43,733 | -100.0% | -4.10% | – |
| KMB | Exit | Kimberly-Clark | $0 | – | -35,818 | -100.0% | -4.28% | – |
| XLP | Exit | (SPDR) Consumer Staples | $0 | – | -808,279 | -100.0% | -38.32% | – |
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.