$131 Million is the total value of Stuart Chaussee & Associates, Inc.'s 121 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USMV | New | iShares Minimum Vol. USA | $60,961,000 | – | 1,163,377 | +100.0% | 46.44% | – |
| JPST | New | JPM Ultra-Short Income | $31,058,000 | – | 619,540 | +100.0% | 23.66% | – |
| VTV | New | Vanguard Value | $167,000 | – | 1,700 | +100.0% | 0.13% | – |
| DUK | New | Duke Energy | $10,000 | – | 116 | +100.0% | 0.01% | – |
| XEL | New | Xcel Energy | $10,000 | – | 202 | +100.0% | 0.01% | – |
| AEP | New | American Electric Power | $6,000 | – | 84 | +100.0% | 0.01% | – |
| GTX | New | Garrett Motion | $0 | – | 9 | +100.0% | 0.00% | – |
| REZI | New | Resideo Technologies | $0 | – | 17 | +100.0% | 0.00% | – |
| FOXA | New | Twenty-First Century Fox | $0 | – | 4 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-11
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.