$192 Million is the total value of Stuart Chaussee & Associates, Inc.'s 70 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UPS | UPS | $216,000 | +19.3% | 1,942 | 0.0% | 0.11% | -33.9% | |
| INTC | Intel | $186,000 | +10.7% | 3,105 | 0.0% | 0.10% | -39.0% | |
| BABA | Alibaba | $159,000 | +11.2% | 735 | 0.0% | 0.08% | -38.5% | |
| GOOGL | Alphabet | $118,000 | +22.9% | 83 | 0.0% | 0.06% | -31.9% | |
| PEP | PepsiCo | $106,000 | +10.4% | 798 | 0.0% | 0.06% | -39.6% | |
| DVY | iShares Select Dividend | $87,000 | +10.1% | 1,075 | 0.0% | 0.04% | -40.0% | |
| ED | Consolidated Edison | $79,000 | -7.1% | 1,095 | 0.0% | 0.04% | -48.8% | |
| ABBV | AbbVie | $74,000 | +27.6% | 758 | 0.0% | 0.04% | -29.1% | |
| JNJ | Johnson & Johnson | $54,000 | +5.9% | 386 | 0.0% | 0.03% | -41.7% | |
| BA | Boeing | $49,000 | +22.5% | 269 | 0.0% | 0.03% | -31.6% | |
| VZ | Verizon | $44,000 | +2.3% | 798 | 0.0% | 0.02% | -43.9% | |
| MDLZ | Mondelez | $37,000 | +2.8% | 715 | 0.0% | 0.02% | -44.1% | |
| SGOL | Aberdeen Gold Trust | $34,000 | +13.3% | 2,000 | 0.0% | 0.02% | -35.7% | |
| JPM | JP Morgan Chase | $35,000 | +6.1% | 370 | 0.0% | 0.02% | -41.9% | |
| KMB | Kimberly-Clark | $33,000 | +10.0% | 232 | 0.0% | 0.02% | -39.3% | |
| SO | Southern | $25,000 | -3.8% | 485 | 0.0% | 0.01% | -48.0% | |
| MRK | Merck | $23,000 | 0.0% | 300 | 0.0% | 0.01% | -45.5% | |
| SYY | Sysco | $21,000 | +16.7% | 385 | 0.0% | 0.01% | -35.3% | |
| KOD | Kodiak Sciences | $22,000 | +10.0% | 410 | 0.0% | 0.01% | -42.1% | |
| SPY | SPDR S&P 500 | $15,000 | +15.4% | 50 | 0.0% | 0.01% | -33.3% | |
| SPTM | SPDR Total Stock Market | $13,000 | +18.2% | 356 | 0.0% | 0.01% | -30.0% | |
| XEL | Xcel Energy | $13,000 | +8.3% | 202 | 0.0% | 0.01% | -36.4% | |
| HON | Honeywell | $13,000 | +8.3% | 88 | 0.0% | 0.01% | -36.4% | |
| XOM | Exxon Mobil | $14,000 | +16.7% | 320 | 0.0% | 0.01% | -36.4% | |
| SYK | Stryker | $12,000 | +9.1% | 65 | 0.0% | 0.01% | -40.0% | |
| MMC | Marsh & McLennan | $10,000 | +25.0% | 97 | 0.0% | 0.01% | -37.5% | |
| AXP | American Express | $10,000 | +11.1% | 100 | 0.0% | 0.01% | -44.4% | |
| ES | Eversource Energy | $10,000 | +11.1% | 115 | 0.0% | 0.01% | -44.4% | |
| TXN | Texas Instruments | $10,000 | +25.0% | 82 | 0.0% | 0.01% | -37.5% | |
| AEP | American Electric Power | $7,000 | 0.0% | 84 | 0.0% | 0.00% | -42.9% | |
| LMT | Lockheed Martin | $6,000 | 0.0% | 17 | 0.0% | 0.00% | -50.0% | |
| LRCX | Lam Research | $6,000 | +50.0% | 18 | 0.0% | 0.00% | -25.0% | |
| NFLX | Netflix | $5,000 | +25.0% | 10 | 0.0% | 0.00% | -25.0% | |
| CME | CME Group | $5,000 | 0.0% | 28 | 0.0% | 0.00% | -40.0% | |
| EQIX | Equinix | $4,000 | +33.3% | 5 | 0.0% | 0.00% | -33.3% | |
| PRU | Prudential Financial | $3,000 | +50.0% | 42 | 0.0% | 0.00% | 0.0% | |
| CRM | Salesforce.com | $4,000 | +33.3% | 19 | 0.0% | 0.00% | -33.3% | |
| UNP | Union Pacific | $3,000 | +50.0% | 17 | 0.0% | 0.00% | 0.0% | |
| BLK | BlackRock | $4,000 | +33.3% | 7 | 0.0% | 0.00% | -33.3% | |
| ADP | Auto Data Processing | $4,000 | 0.0% | 28 | 0.0% | 0.00% | -50.0% | |
| AMGN | Amgen | $4,000 | +33.3% | 16 | 0.0% | 0.00% | -33.3% | |
| AMT | American Tower | $4,000 | +33.3% | 15 | 0.0% | 0.00% | -33.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-05
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.