$102 Million is the total value of Stuart Chaussee & Associates, Inc.'s 76 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SBUX | STARBUCKS CORP COM | $528,000 | +5.2% | 9,040 | 0.0% | 0.52% | +33.4% | |
| KHC | KRAFT HEINZ CO COM | $160,000 | +4.6% | 1,757 | 0.0% | 0.16% | +31.9% | |
| GE | GENERAL ELECTRIC CO COM | $58,000 | -6.5% | 1,960 | 0.0% | 0.06% | +18.8% | |
| SYY | SYSCO CORP COM | $43,000 | -4.4% | 820 | 0.0% | 0.04% | +20.0% | |
| MDLZ | MONDELEZ INTL INC COM | $34,000 | -2.9% | 780 | 0.0% | 0.03% | +22.2% | |
| ORCL | ORACLE CORP COM | $28,000 | +16.7% | 620 | 0.0% | 0.03% | +47.4% | |
| RDSB | ROYAL DUTCH SHELL PLC ADR CLASS B | $19,000 | -5.0% | 344 | 0.0% | 0.02% | +26.7% | |
| PRU | PRUDENTIAL FINANCIAL INC COM | $18,000 | 0.0% | 172 | 0.0% | 0.02% | +28.6% | |
| VIRC | VIRCO MFG CO COM | $12,000 | -7.7% | 3,085 | 0.0% | 0.01% | +20.0% | |
| V | VISA INC CLASS A | $11,000 | +10.0% | 124 | 0.0% | 0.01% | +37.5% | |
| BP | BP PLC SPONS ADR | $11,000 | -8.3% | 312 | 0.0% | 0.01% | +22.2% | |
| COST | COSTCO WHOLESALE CORPORATION COM | $10,000 | 0.0% | 60 | 0.0% | 0.01% | +25.0% | |
| SYK | STRYKER CORP COM | $9,000 | +12.5% | 65 | 0.0% | 0.01% | +50.0% | |
| AAL | AMERICAN AIRLINES GROUP INC COM | $8,000 | -11.1% | 193 | 0.0% | 0.01% | +14.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-08
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 | 2024-02-02 |
| 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 |
| 13F-HR | 2022-04-12 |
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.