$220 Million is the total value of Stuart Chaussee & Associates, Inc.'s 88 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TECL | New | Direxion Technology Bull 3x | $3,486,000 | – | 11,400 | +100.0% | 1.59% | – |
| ONEQ | New | Fidelity Nasdaq Index | $523,000 | – | 1,205 | +100.0% | 0.24% | – |
| MTUM | New | iShares USA Momentum | $177,000 | – | 1,200 | +100.0% | 0.08% | – |
| FBHS | New | Fortune Brands | $78,000 | – | 900 | +100.0% | 0.04% | – |
| MCO | New | Moody's | $77,000 | – | 266 | +100.0% | 0.04% | – |
| NEE | New | NextEra Energy | $56,000 | – | 200 | +100.0% | 0.02% | – |
| GDRX | New | GoodRx Holdings | $49,000 | – | 880 | +100.0% | 0.02% | – |
| New | Trane Technologies | $49,000 | – | 400 | +100.0% | 0.02% | – | |
| CMCSA | New | Comcast Corp. Class A | $41,000 | – | 897 | +100.0% | 0.02% | – |
| LEN | New | Lennar | $33,000 | – | 400 | +100.0% | 0.02% | – |
| ETN | New | Eaton | $30,000 | – | 292 | +100.0% | 0.01% | – |
| ABT | New | Abbott Labs | $29,000 | – | 266 | +100.0% | 0.01% | – |
| DUK | New | Duke Energy | $29,000 | – | 326 | +100.0% | 0.01% | – |
| T | New | AT&T | $21,000 | – | 727 | +100.0% | 0.01% | – |
| CSCO | New | Cisco Systems | $20,000 | – | 500 | +100.0% | 0.01% | – |
| VITL | New | Vital Farms | $20,000 | – | 500 | +100.0% | 0.01% | – |
| CTAS | New | Cintas | $15,000 | – | 45 | +100.0% | 0.01% | – |
| WY | New | Weyerhaeuser | $15,000 | – | 533 | +100.0% | 0.01% | – |
| SEE | New | Sealed Air Corp. | $13,000 | – | 333 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-13
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.