$129 Million is the total value of Stuart Chaussee & Associates, Inc.'s 58 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | New | ISHARES CORE S&P 500 ETF | $19,407,000 | – | 86,259 | +100.0% | 15.03% | – |
| XLF | New | SELECT SECTOR SPDR TRUST FINANCIAL SELECT SECTOR FUND | $6,427,000 | – | 276,447 | +100.0% | 4.98% | – |
| IWM | New | ISHARES RUSSELL 2000 ETF | $6,052,000 | – | 44,879 | +100.0% | 4.69% | – |
| IJH | New | ISHARES CORE S&P MID-CAP ETF | $6,047,000 | – | 36,575 | +100.0% | 4.68% | – |
| IYE | New | ISHARES US ENERGY ETF | $316,000 | – | 7,615 | +100.0% | 0.24% | – |
| VTI | New | VANGUARD TOTAL STOCK MARKET ETF | $162,000 | – | 1,405 | +100.0% | 0.12% | – |
| IYF | New | ISHARES US FINANCIALS ETF | $147,000 | – | 1,450 | +100.0% | 0.11% | – |
| CAT | New | CATERPILLAR INC | $56,000 | – | 600 | +100.0% | 0.04% | – |
| SPY | New | SPDR TR S&P 500 ETF TR | $45,000 | – | 203 | +100.0% | 0.04% | – |
| BA | New | BOEING CO | $31,000 | – | 200 | +100.0% | 0.02% | – |
| IBM | New | INTL BUSINESS MACHINES | $29,000 | – | 175 | +100.0% | 0.02% | – |
| AXP | New | AMERICAN EXPRESS CO CM | $15,000 | – | 200 | +100.0% | 0.01% | – |
| AMAT | New | APPLIED MATERIALS INC | $13,000 | – | 400 | +100.0% | 0.01% | – |
| MRK | New | MERCK | $12,000 | – | 200 | +100.0% | 0.01% | – |
| BP | New | BP PLC SPONS ADRadr | $12,000 | – | 312 | +100.0% | 0.01% | – |
| SYK | New | STRYKER CORP | $8,000 | – | 65 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-01-18
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.