$161 Million is the total value of Stuart Chaussee & Associates, Inc.'s 134 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 60.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SOXL | New | Direxion Semi-Cond. 3x Bull | $1,498,000 | – | 10,100 | +100.0% | 0.93% | – |
| PG | Buy | Procter & Gamble | $732,000 | +5.5% | 6,677 | +0.1% | 0.45% | +1.1% |
| SPLV | Buy | Invesco S&P 500 Low Vol. | $707,000 | +49.2% | 12,845 | +42.6% | 0.44% | +43.1% |
| KO | Buy | Coca-Cola | $523,000 | +15.7% | 10,265 | +6.4% | 0.32% | +11.0% |
| SCHH | New | Schwab US REIT | $461,000 | – | 10,375 | +100.0% | 0.28% | – |
| VNQ | New | Vanguard Real Estate | $450,000 | – | 5,150 | +100.0% | 0.28% | – |
| IYR | New | iShares U.S. Real Estate | $303,000 | – | 3,465 | +100.0% | 0.19% | – |
| AAPL | Buy | Apple | $262,000 | +19.1% | 1,324 | +14.2% | 0.16% | +14.1% |
| JNJ | Buy | Johnson & Johnson | $171,000 | +17.1% | 1,226 | +17.2% | 0.11% | +12.8% |
| RTN | Buy | Raytheon | $148,000 | +5.0% | 853 | +10.3% | 0.09% | +1.1% |
| BA | Buy | Boeing | $110,000 | +5.8% | 302 | +11.0% | 0.07% | +1.5% |
| PSA | Buy | Public Storage | $71,000 | +44.9% | 300 | +33.3% | 0.04% | +37.5% |
| PEP | Buy | PepsiCo | $66,000 | +26.9% | 505 | +18.8% | 0.04% | +20.6% |
| UBER | New | Uber Technologies | $11,000 | – | 230 | +100.0% | 0.01% | – |
| SPYV | New | SPDR S&P 500 Value | $10,000 | – | 325 | +100.0% | 0.01% | – |
| SPTM | Buy | SPDR Total Stock Market | $8,000 | +60.0% | 211 | +63.6% | 0.01% | +66.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-08
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 | 2024-05-09 |
| 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.