Stuart Chaussee & Associates, Inc. - Q1 2018 holdings

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$24.1 Million is the total value of Stuart Chaussee & Associates, Inc.'s 105 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 100.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
PH ExitPARKER HANNIFIN CORP COM$0–-9
-100.0%
-0.00%–
ExitSALESFORCE.COM INC COM$0–-19
-100.0%
-0.00%–
AEP ExitAMERICAN ELEC PWR INC COM$0–-20
-100.0%
-0.00%–
NEE ExitNEXTERA ENERGY INC COM$0–-13
-100.0%
-0.00%–
SRE ExitSEMPRA ENERGY COM$0–-10
-100.0%
-0.00%–
KMB ExitKIMBERLY CLARK CORP COM$0–-14
-100.0%
-0.00%–
PCLN ExitPRICELINE GROUP INC COM$0–-2
-100.0%
-0.00%–
PEP ExitPEPSICO INC COM$0–-32
-100.0%
-0.00%–
PSA ExitPUBLIC STORAGE COM$0–-26
-100.0%
-0.00%–
BMY ExitBRISTOL-MYERS SQUIBB COM$0–-86
-100.0%
-0.00%–
SPTM ExitSPDR SERIES TRUST PORTFOLIO TOTAL STK MRKT ETF$0–-405
-100.0%
-0.01%–
MS ExitMORGAN STANLEY COM$0–-384
-100.0%
-0.01%–
VSS ExitVANGUARD WORLD EX US SMALL CAP ETF$0–-215
-100.0%
-0.02%–
VNQ ExitVANGUARD REIT ETF INDEX$0–-400
-100.0%
-0.02%–
RTN ExitRAYTHEON CO COM$0–-250
-100.0%
-0.03%–
ExitDOMINION ENERGY INC COM$0–-655
-100.0%
-0.04%–
VCSH ExitVANGUARD SHORT TERM CORP BOND ETF$0–-1,200
-100.0%
-0.07%–
ExitALTRIA GROUP INC COM$0–-2,626
-100.0%
-0.14%–
SPYV ExitSPDR SERIES TRUST S&P500 VL ETF$0–-37,334
-100.0%
-0.83%–
AAXJ ExitISHARES MSCI ALL CNT ASIA EX JPN ETF$0–-48,090
-100.0%
-2.64%–
XLP ExitSELECT SECTOR SPDR TRUST CONSUMER STAPLES INDEX$0–-442,984
-100.0%
-18.20%–
ACWI ExitISHARES MSCI ACWI ETF$0–-350,690
-100.0%
-18.28%–
AOM ExitISHARES CORE MODERATE ALLOCATION ETF$0–-791,238
-100.0%
-21.75%–
MTUM ExitISHARES EDGE MSCI USA MOMENTM FACT ETF$0–-405,319
-100.0%
-30.36%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2018-04-19
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD HIGH DIV YLD ETF32Q3 202358.8%
MICROSOFT CORP COM32Q3 202314.2%
COCA COLA CO COM32Q3 20239.3%
STARBUCKS CORP COM32Q3 20232.2%
UPS32Q3 20231.0%
WASTE MANAGEMENT INC COM32Q3 20230.8%
WALT DISNEY CO COM32Q3 20230.5%
VERIZON COMMUNICATIONS COM32Q3 20230.5%
EXXON MOBIL CORPORATION COM32Q3 20230.4%
CONSOLIDATED EDISON CO N Y INC COM32Q3 20230.4%

View Stuart Chaussee & Associates, Inc.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-02
13F-HR/A2023-11-14
13F-HR2023-11-14
13F-HR2023-08-04
13F-HR2023-05-08
13F-HR/A2023-01-18
13F-HR2023-01-10
13F-HR2022-10-18
13F-HR2022-07-15
13F-HR2022-04-12

View Stuart Chaussee & Associates, Inc.'s complete filings history.

All filings

View complete filings history.

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