$134 Million is the total value of Stuart Chaussee & Associates, Inc.'s 87 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LQD | New | ISHARES IBOXX $ INVMNT GRD CORP BD ETF | $7,973,000 | – | 66,160 | +100.0% | 5.93% | – |
| TOTL | New | SSGA ACTIVE ETF TRUST SPDR TR TACTIC ETF | $7,343,000 | – | 149,225 | +100.0% | 5.46% | – |
| PFF | New | ISHARES US PREFERRED STOCK ETF | $7,315,000 | – | 186,738 | +100.0% | 5.44% | – |
| REET | New | ISHARES TRUST GLOBAL REIT ETF | $3,063,000 | – | 120,314 | +100.0% | 2.28% | – |
| ALL | New | ALLSTATE CORP COMM | $41,000 | – | 458 | +100.0% | 0.03% | – |
| HDV | New | ISHARES CORE HIGH DIVIDEND ETF | $19,000 | – | 225 | +100.0% | 0.01% | – |
| PEP | New | PEPSICO INC COM | $4,000 | – | 32 | +100.0% | 0.00% | – |
| WFM | New | WHOLE FOODS MKT INC COM | $4,000 | – | 100 | +100.0% | 0.00% | – |
| AMGN | New | AMGEN INC COM | $3,000 | – | 16 | +100.0% | 0.00% | – |
| LRCX | New | LAM RESEARCH CORP COM | $3,000 | – | 18 | +100.0% | 0.00% | – |
| PG | New | PROCTER GAMBLE CO COM | $2,000 | – | 27 | +100.0% | 0.00% | – |
| SRE | New | SEMPRA ENERGY COM | $1,000 | – | 10 | +100.0% | 0.00% | – |
| AEP | New | AMERICAN ELEC PWR INC COM | $1,000 | – | 20 | +100.0% | 0.00% | – |
| PH | New | PARKER HANNIFIN CORP COM | $1,000 | – | 9 | +100.0% | 0.00% | – |
| NEE | New | NEXTERA ENERGY INC COM | $2,000 | – | 13 | +100.0% | 0.00% | – |
| MCD | New | MCDONALDS CORP COM | $2,000 | – | 16 | +100.0% | 0.00% | – |
| UNH | New | UNITEDHEALTH GROUP INC COM | $2,000 | – | 11 | +100.0% | 0.00% | – |
| KMB | New | KIMBERLY CLARK CORP COM | $2,000 | – | 14 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-07-11
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.