$260 Million is the total value of Stuart Chaussee & Associates, Inc.'s 294 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 788.9% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VGT | Buy | Vanguard Information Technolog | $48,612,000 | +1.5% | 135,603 | +0.2% | 18.72% | -3.0% |
VYM | Buy | Vanguard High Dividend Yield | $6,671,000 | +62.2% | 65,991 | +46.8% | 2.57% | +54.9% |
SHV | Buy | iShares Short-Term Treasury | $1,908,000 | +303.4% | 17,269 | +303.3% | 0.74% | +284.8% |
SCHD | New | Schwab U.S. Dividend Equity | $1,855,000 | – | 25,432 | +100.0% | 0.71% | – |
DGRO | New | iShares Core Dividend Growth | $1,559,000 | – | 32,307 | +100.0% | 0.60% | – |
MGV | New | Vanguard Mega Cap Value | $1,507,000 | – | 15,833 | +100.0% | 0.58% | – |
SBUX | Buy | Starbucks | $1,194,000 | +3.3% | 10,930 | +1.2% | 0.46% | -1.3% |
QUAL | New | iShares MSCI USA Quality | $770,000 | – | 6,323 | +100.0% | 0.30% | – |
VIG | New | Vanguard Dividend Appreciation | $514,000 | – | 3,497 | +100.0% | 0.20% | – |
DIS | Buy | Disney | $476,000 | +2.4% | 2,580 | +0.5% | 0.18% | -2.1% |
MSFT | Buy | Microsoft | $474,000 | +19.7% | 2,012 | +13.0% | 0.18% | +14.4% |
AMZN | Buy | Amazon.com | $282,000 | +8.0% | 91 | +13.8% | 0.11% | +3.8% |
FB | Buy | $230,000 | +30.7% | 781 | +21.1% | 0.09% | +25.4% | |
GOOG | Buy | Alphabet | $225,000 | +36.4% | 109 | +16.0% | 0.09% | +31.8% |
GOOGL | Buy | Alphabet | $184,000 | +26.9% | 89 | +7.2% | 0.07% | +22.4% |
CMCSA | Buy | Comcast | $141,000 | +10.2% | 2,600 | +6.1% | 0.05% | +3.8% |
VTV | New | Vanguard Value | $136,000 | – | 1,035 | +100.0% | 0.05% | – |
VZ | Buy | Verizon | $133,000 | +9.0% | 2,283 | +9.9% | 0.05% | +4.1% |
KO | Buy | Coca-Cola | $119,000 | +1.7% | 2,256 | +5.5% | 0.05% | -2.1% |
INTC | Buy | Intel | $97,000 | +86.5% | 1,510 | +43.8% | 0.04% | +76.2% |
ANTM | New | Anthem | $83,000 | – | 232 | +100.0% | 0.03% | – |
JPM | Buy | JPMorgan Chase | $84,000 | +42.4% | 550 | +18.0% | 0.03% | +33.3% |
ABT | Buy | Abbott Laboratories | $54,000 | +86.2% | 447 | +68.0% | 0.02% | +75.0% |
AAXJ | New | iShares Asia ex-Japan | $53,000 | – | 575 | +100.0% | 0.02% | – |
MDLZ | Buy | Mondelez | $44,000 | +4.8% | 759 | +6.2% | 0.02% | 0.0% |
CSCO | Buy | Cisco Systems | $37,000 | +68.2% | 716 | +43.2% | 0.01% | +55.6% |
ADBE | New | Adobe Systems | $33,000 | – | 70 | +100.0% | 0.01% | – |
MO | New | Altria Group | $33,000 | – | 637 | +100.0% | 0.01% | – |
ZM | New | Zoom Video Communications | $31,000 | – | 95 | +100.0% | 0.01% | – |
IEMG | New | iShares Core Emerging Markets | $30,000 | – | 473 | +100.0% | 0.01% | – |
SPY | Buy | SPDR S&P 500 | $29,000 | +52.6% | 73 | +46.0% | 0.01% | +37.5% |
MA | Buy | Mastercard | $28,000 | +180.0% | 80 | +196.3% | 0.01% | +175.0% |
MET | New | MetLife | $28,000 | – | 456 | +100.0% | 0.01% | – |
VB | New | Vanguard Small-Cap Index | $25,000 | – | 117 | +100.0% | 0.01% | – |
ACN | New | Accenture | $24,000 | – | 86 | +100.0% | 0.01% | – |
CRM | Buy | Salesforce.com | $23,000 | +475.0% | 110 | +478.9% | 0.01% | +350.0% |
HIG | New | Hartford Financial Services | $23,000 | – | 340 | +100.0% | 0.01% | – |
MAA | New | Mid-America Apartments | $24,000 | – | 165 | +100.0% | 0.01% | – |
V | New | Visa | $24,000 | – | 112 | +100.0% | 0.01% | – |
AJG | New | Arthur J. Gallagher | $20,000 | – | 162 | +100.0% | 0.01% | – |
FITB | New | Fifth Third Bancorp | $22,000 | – | 575 | +100.0% | 0.01% | – |
PLD | New | Prologis | $20,000 | – | 193 | +100.0% | 0.01% | – |
CINF | New | Cincinnati Financial | $20,000 | – | 190 | +100.0% | 0.01% | – |
PM | New | Philip Morris International | $17,000 | – | 195 | +100.0% | 0.01% | – |
SON | New | Sonoco Products | $17,000 | – | 265 | +100.0% | 0.01% | – |
QCOM | New | Qualcomm | $18,000 | – | 135 | +100.0% | 0.01% | – |
XLC | New | SPDR Communication Services | $17,000 | – | 237 | +100.0% | 0.01% | – |
SPTM | Buy | SPDR Total Stock Market | $19,000 | +11.8% | 396 | +7.3% | 0.01% | 0.0% |
SMG | New | Scotts Miracle-Gro | $18,000 | – | 75 | +100.0% | 0.01% | – |
ZTS | New | Zoetis | $17,000 | – | 108 | +100.0% | 0.01% | – |
C | New | Citigroup | $18,000 | – | 243 | +100.0% | 0.01% | – |
CLVS | New | Clovis Oncology | $19,000 | – | 2,675 | +100.0% | 0.01% | – |
EMR | New | Emerson Electric | $18,000 | – | 200 | +100.0% | 0.01% | – |
VFH | New | Vanguard Financials | $18,000 | – | 218 | +100.0% | 0.01% | – |
UNH | New | United Healthcare | $17,000 | – | 45 | +100.0% | 0.01% | – |
AXP | Buy | American Express | $19,000 | +58.3% | 136 | +36.0% | 0.01% | +40.0% |
TXN | Buy | Texas Instruments | $17,000 | +30.8% | 88 | +7.3% | 0.01% | +40.0% |
NFLX | Buy | Netflix | $17,000 | +240.0% | 33 | +230.0% | 0.01% | +250.0% |
ARCC | New | Ares Capital | $17,000 | – | 915 | +100.0% | 0.01% | – |
PAYX | New | Paychex | $17,000 | – | 170 | +100.0% | 0.01% | – |
PYPL | New | Paypal | $15,000 | – | 60 | +100.0% | 0.01% | – |
XLV | New | SPDR Health Care | $16,000 | – | 136 | +100.0% | 0.01% | – |
NOW | New | ServiceNow | $16,000 | – | 32 | +100.0% | 0.01% | – |
TSM | New | Taiwan Semiconductor | $15,000 | – | 124 | +100.0% | 0.01% | – |
IT | New | Gartner | $13,000 | – | 72 | +100.0% | 0.01% | – |
WFC | New | Wells Fargo | $14,000 | – | 365 | +100.0% | 0.01% | – |
CCI | New | Crown Castle | $13,000 | – | 75 | +100.0% | 0.01% | – |
XLI | New | SPDR Industrials | $13,000 | – | 137 | +100.0% | 0.01% | – |
ADSK | New | Autodesk | $14,000 | – | 52 | +100.0% | 0.01% | – |
MS | New | Morgan Stanley | $13,000 | – | 167 | +100.0% | 0.01% | – |
New | SiteOne Landscape Supply | $12,000 | – | 70 | +100.0% | 0.01% | – | |
MSCI | New | MSCI Inc. | $13,000 | – | 31 | +100.0% | 0.01% | – |
ZBRA | New | Zebra Technologies | $13,000 | – | 27 | +100.0% | 0.01% | – |
New | CDW Corp. | $10,000 | – | 60 | +100.0% | 0.00% | – | |
CTSH | New | Cognizant Tech Solutions | $10,000 | – | 123 | +100.0% | 0.00% | – |
MPC | New | Marathon Petroleum | $10,000 | – | 180 | +100.0% | 0.00% | – |
New | Unilever | $10,000 | – | 188 | +100.0% | 0.00% | – | |
CRL | New | Charles River Labs | $11,000 | – | 39 | +100.0% | 0.00% | – |
AIG | New | American Intl. Group | $10,000 | – | 210 | +100.0% | 0.00% | – |
TCEHY | New | Tencent | $11,000 | – | 136 | +100.0% | 0.00% | – |
THO | New | Thor Industries | $10,000 | – | 77 | +100.0% | 0.00% | – |
GM | New | General Motors | $10,000 | – | 174 | +100.0% | 0.00% | – |
RTX | New | Raytheon Technologies | $8,000 | – | 110 | +100.0% | 0.00% | – |
CPRT | New | Copart | $8,000 | – | 73 | +100.0% | 0.00% | – |
COO | New | Cooper Companies | $8,000 | – | 21 | +100.0% | 0.00% | – |
NDSN | New | Nordson | $9,000 | – | 43 | +100.0% | 0.00% | – |
UNP | Buy | Union Pacific | $9,000 | +125.0% | 43 | +152.9% | 0.00% | +50.0% |
ILMN | New | Illumina | $8,000 | – | 22 | +100.0% | 0.00% | – |
New | Koninklijke Philips | $8,000 | – | 136 | +100.0% | 0.00% | – | |
BFAM | New | Bright Horizons | $7,000 | – | 40 | +100.0% | 0.00% | – |
BLK | Buy | BlackRock | $7,000 | +40.0% | 9 | +28.6% | 0.00% | +50.0% |
WRB | New | W.R. Berkley | $7,000 | – | 97 | +100.0% | 0.00% | – |
BSY | New | Bentley Systems | $7,000 | – | 140 | +100.0% | 0.00% | – |
SCHW | New | Charles Schwab | $9,000 | – | 137 | +100.0% | 0.00% | – |
AZN | New | AstraZeneca | $8,000 | – | 165 | +100.0% | 0.00% | – |
LII | New | Lennox International | $8,000 | – | 27 | +100.0% | 0.00% | – |
MACK | New | Sanofi | $8,000 | – | 165 | +100.0% | 0.00% | – |
POOL | New | Pool Corp. | $8,000 | – | 22 | +100.0% | 0.00% | – |
TER | New | Teradyne | $9,000 | – | 73 | +100.0% | 0.00% | – |
NIO | New | Nio | $7,000 | – | 167 | +100.0% | 0.00% | – |
MDT | New | Medtronic | $8,000 | – | 66 | +100.0% | 0.00% | – |
NKE | New | Nike | $9,000 | – | 66 | +100.0% | 0.00% | – |
ALGN | New | Align Technology | $8,000 | – | 14 | +100.0% | 0.00% | – |
New | NXP Semiconductors | $4,000 | – | 22 | +100.0% | 0.00% | – | |
CVS | New | CVS | $5,000 | – | 68 | +100.0% | 0.00% | – |
JKHY | New | Jack Henry | $5,000 | – | 34 | +100.0% | 0.00% | – |
FLIR | New | FLIR Systems | $5,000 | – | 90 | +100.0% | 0.00% | – |
TJX | New | TJX Companies | $6,000 | – | 91 | +100.0% | 0.00% | – |
MDY | New | SPDR S&P 400 | $4,000 | – | 8 | +100.0% | 0.00% | – |
ANSS | New | ANSYS Inc. | $6,000 | – | 17 | +100.0% | 0.00% | – |
AZPN | New | Aspen Technology | $6,000 | – | 43 | +100.0% | 0.00% | – |
CHE | New | Chemed | $5,000 | – | 10 | +100.0% | 0.00% | – |
New | ASM Holding | $4,000 | – | 6 | +100.0% | 0.00% | – | |
GE | New | General Electric | $5,000 | – | 378 | +100.0% | 0.00% | – |
ROL | New | Rollins | $5,000 | – | 139 | +100.0% | 0.00% | – |
COP | New | ConocoPhillips | $5,000 | – | 87 | +100.0% | 0.00% | – |
STZ | New | Constellation Brands | $6,000 | – | 26 | +100.0% | 0.00% | – |
PPG | New | PPG Industries | $4,000 | – | 28 | +100.0% | 0.00% | – |
DD | New | DuPont | $5,000 | – | 60 | +100.0% | 0.00% | – |
ALC | New | Alcon | $5,000 | – | 77 | +100.0% | 0.00% | – |
RJF | New | Raymond James | $4,000 | – | 32 | +100.0% | 0.00% | – |
PEG | New | Public Service Enterprise | $5,000 | – | 91 | +100.0% | 0.00% | – |
EFX | New | Equifax | $6,000 | – | 33 | +100.0% | 0.00% | – |
CTVA | New | Corteva | $5,000 | – | 113 | +100.0% | 0.00% | – |
MSI | New | Motorola Solutions | $4,000 | – | 21 | +100.0% | 0.00% | – |
EXPO | New | Exponent | $4,000 | – | 43 | +100.0% | 0.00% | – |
BABA | New | Alibaba | $4,000 | – | 18 | +100.0% | 0.00% | – |
BEXP | New | Equinor | $4,000 | – | 225 | +100.0% | 0.00% | – |
PXD | New | Pioneer Natural Resources | $6,000 | – | 38 | +100.0% | 0.00% | – |
BRKB | New | Berkshire Hathaway CL B | $6,000 | – | 24 | +100.0% | 0.00% | – |
ELAN | New | Elanco Animal Health | $5,000 | – | 180 | +100.0% | 0.00% | – |
WMB | New | Williams Companies | $5,000 | – | 191 | +100.0% | 0.00% | – |
ZBH | New | Zimmer Bionet | $6,000 | – | 36 | +100.0% | 0.00% | – |
ALLE | New | Allegion | $6,000 | – | 50 | +100.0% | 0.00% | – |
BP | New | BP | $4,000 | – | 148 | +100.0% | 0.00% | – |
ISRG | New | Intuitive Surgical | $4,000 | – | 5 | +100.0% | 0.00% | – |
FOXA | New | Fox Corp. | $6,000 | – | 153 | +100.0% | 0.00% | – |
IBKR | New | Interactive Brokers | $6,000 | – | 88 | +100.0% | 0.00% | – |
CI | New | Cigna | $4,000 | – | 17 | +100.0% | 0.00% | – |
AMAT | New | Applied Materials | $4,000 | – | 31 | +100.0% | 0.00% | – |
FICO | New | Fair Isaac | $5,000 | – | 10 | +100.0% | 0.00% | – |
NI | New | NiSource | $2,000 | – | 77 | +100.0% | 0.00% | – |
New | Keyence | $3,000 | – | 7 | +100.0% | 0.00% | – | |
ALL | New | Allstate | $3,000 | – | 25 | +100.0% | 0.00% | – |
AEE | New | Ameren | $3,000 | – | 36 | +100.0% | 0.00% | – |
BAC | New | Bank of America | $2,000 | – | 59 | +100.0% | 0.00% | – |
BTI | New | British American Tobacco | $2,000 | – | 41 | +100.0% | 0.00% | – |
CRH | New | CRH | $2,000 | – | 41 | +100.0% | 0.00% | – |
CABGY | New | Carlsberg | $2,000 | – | 67 | +100.0% | 0.00% | – |
CVX | New | Chevron | $2,000 | – | 17 | +100.0% | 0.00% | – |
DG | New | Dollar General | $2,000 | – | 10 | +100.0% | 0.00% | – |
EIX | New | Edison International | $3,000 | – | 54 | +100.0% | 0.00% | – |
ENIC | New | Enel | $2,000 | – | 249 | +100.0% | 0.00% | – |
EQH | New | Equitable Holdings | $3,000 | – | 102 | +100.0% | 0.00% | – |
ESLOY | New | EssilorLuxottica | $2,000 | – | 20 | +100.0% | 0.00% | – |
EXC | New | Exelon | $2,000 | – | 43 | +100.0% | 0.00% | – |
FNF | New | Fidelity National | $3,000 | – | 75 | +100.0% | 0.00% | – |
HUM | New | Humana | $3,000 | – | 8 | +100.0% | 0.00% | – |
PPRUY | New | Kering | $2,000 | – | 28 | +100.0% | 0.00% | – |
LRLCY | New | L'Oreal | $2,000 | – | 25 | +100.0% | 0.00% | – |
LPLA | New | LPL Financial | $3,000 | – | 19 | +100.0% | 0.00% | – |
LEA | New | Lear Corp. | $3,000 | – | 16 | +100.0% | 0.00% | – |
LDOS | New | Leidos Holdings | $2,000 | – | 18 | +100.0% | 0.00% | – |
LNSTY | New | London Stock Exchange | $2,000 | – | 89 | +100.0% | 0.00% | – |
LOW | New | Lowe's | $2,000 | – | 13 | +100.0% | 0.00% | – |
MCK | New | McKesson | $3,000 | – | 17 | +100.0% | 0.00% | – |
NSRGY | New | Nestle | $2,000 | – | 19 | +100.0% | 0.00% | – |
NWL | New | Newell Rubbermaid | $3,000 | – | 102 | +100.0% | 0.00% | – |
ABB | New | ABB Ltd. | $2,000 | – | 67 | +100.0% | 0.00% | – |
PPL | New | PPL Corp. | $2,000 | – | 60 | +100.0% | 0.00% | – |
SSNC | New | SS&C Technologies | $2,000 | – | 28 | +100.0% | 0.00% | – |
New | Safran | $2,000 | – | 65 | +100.0% | 0.00% | – | |
SAP | New | SAP | $2,000 | – | 15 | +100.0% | 0.00% | – |
SHECY | New | Shin-Etsu Chemical | $2,000 | – | 41 | +100.0% | 0.00% | – |
SWK | New | Stanley Works | $3,000 | – | 15 | +100.0% | 0.00% | – |
New | AIA Group | $3,000 | – | 61 | +100.0% | 0.00% | – | |
New | SMC Corp. | $2,000 | – | 4 | +100.0% | 0.00% | – | |
New | Novo Nordisk | $3,000 | – | 38 | +100.0% | 0.00% | – | |
TEAM | New | Atlassian | $0 | – | 1 | +100.0% | 0.00% | – |
PSA | New | Public Storage | $0 | – | 1 | +100.0% | 0.00% | – |
PROSY | New | Prosus | $0 | – | 10 | +100.0% | 0.00% | – |
HOOK | New | Anheuser-Busch InBev | $1,000 | – | 14 | +100.0% | 0.00% | – |
ADDYY | New | Adidas | $1,000 | – | 4 | +100.0% | 0.00% | – |
SGIOY | New | Shionogi | $1,000 | – | 82 | +100.0% | 0.00% | – |
RBGLY | New | Reckitt Benckiser | $1,000 | – | 78 | +100.0% | 0.00% | – |
PDRDY | New | Pernod Ricard | $1,000 | – | 21 | +100.0% | 0.00% | – |
STM | New | STMicroelectronics | $1,000 | – | 27 | +100.0% | 0.00% | – |
SAUHY | New | Straumann | $1,000 | – | 19 | +100.0% | 0.00% | – |
NVDA | New | Nvidia | $1,000 | – | 2 | +100.0% | 0.00% | – |
SZKMY | New | Suzuki Motor | $1,000 | – | 3 | +100.0% | 0.00% | – |
NCLTY | New | Nitori Holdings | $1,000 | – | 60 | +100.0% | 0.00% | – |
TFII | New | TFI International | $1,000 | – | 8 | +100.0% | 0.00% | – |
NTTYY | New | Nippon T&T | $1,000 | – | 33 | +100.0% | 0.00% | – |
NJDCY | New | Nidec | $1,000 | – | 35 | +100.0% | 0.00% | – |
NTES | New | NetEase | $0 | – | 3 | +100.0% | 0.00% | – |
MRAAY | New | Murata Manufacturing | $1,000 | – | 37 | +100.0% | 0.00% | – |
TRUMY | New | Terumo | $1,000 | – | 17 | +100.0% | 0.00% | – |
MELI | New | MercadoLibre | $1,000 | – | 1 | +100.0% | 0.00% | – |
LVMUY | New | LVMH | $1,000 | – | 9 | +100.0% | 0.00% | – |
New | Tokyo Electron | $1,000 | – | 6 | +100.0% | 0.00% | – | |
TTE | New | Total | $1,000 | – | 26 | +100.0% | 0.00% | – |
JMHLY | New | Jardine Matheson | $1,000 | – | 8 | +100.0% | 0.00% | – |
UNICY | New | Unicharm | $1,000 | – | 151 | +100.0% | 0.00% | – |
IDEXY | New | Industria de Diseno Textil | $1,000 | – | 76 | +100.0% | 0.00% | – |
IBDRY | New | Iberdrola | $1,000 | – | 29 | +100.0% | 0.00% | – |
HCM | New | Hutchison China Meditech | $0 | – | 16 | +100.0% | 0.00% | – |
HOCPY | New | HOYA Corp. | $1,000 | – | 8 | +100.0% | 0.00% | – |
HKXCY | New | Hong Kong Exchanges | $1,000 | – | 25 | +100.0% | 0.00% | – |
HESAY | New | Hermes International | $1,000 | – | 9 | +100.0% | 0.00% | – |
HDB | New | HDFC Bank | $1,000 | – | 9 | +100.0% | 0.00% | – |
GVDNY | New | Givaudan | $1,000 | – | 18 | +100.0% | 0.00% | – |
GMAB | New | Genmab | $1,000 | – | 42 | +100.0% | 0.00% | – |
New | Galapagos | $0 | – | 6 | +100.0% | 0.00% | – | |
PDYPY | New | Flutter Entertainment | $0 | – | 3 | +100.0% | 0.00% | – |
FAF | New | First American Financial | $1,000 | – | 18 | +100.0% | 0.00% | – |
JOBS | New | Recruit Holdings | $1,000 | – | 56 | +100.0% | 0.00% | – |
ENGIY | New | Engie | $0 | – | 29 | +100.0% | 0.00% | – |
DSDVY | New | DSV Panalpina | $1,000 | – | 12 | +100.0% | 0.00% | – |
DBOEY | New | Deutsche Boerse | $0 | – | 28 | +100.0% | 0.00% | – |
DSNKY | New | Daiichi Sankyo | $1,000 | – | 18 | +100.0% | 0.00% | – |
DBSDY | New | DBS Group | $1,000 | – | 15 | +100.0% | 0.00% | – |
CFRUY | New | CF Richemont | $1,000 | – | 106 | +100.0% | 0.00% | – |
CNI | New | Canadian National Railway | $1,000 | – | 9 | +100.0% | 0.00% | – |
BGNE | New | BeiGene | $1,000 | – | 3 | +100.0% | 0.00% | – |
BK | New | Bank of New York Mellon | $1,000 | – | 25 | +100.0% | 0.00% | – |
BMRRY | New | B&M European Value | $0 | – | 16 | +100.0% | 0.00% | – |
New | Grifols | $0 | – | 18 | +100.0% | 0.00% | – | |
BNPQY | New | BNP Paribas | $1,000 | – | 29 | +100.0% | 0.00% | – |
AON | New | AON PLC | $0 | – | 2 | +100.0% | 0.00% | – |
SFTBY | New | Softbank | $1,000 | – | 33 | +100.0% | 0.00% | – |
ATLS | New | ING Group | $0 | – | 38 | +100.0% | 0.00% | – |
ASAZY | New | Assa Abloy | $0 | – | 33 | +100.0% | 0.00% | – |
New | Diageo | $1,000 | – | 7 | +100.0% | 0.00% | – | |
AHKSY | New | Asahi Kasei | $1,000 | – | 42 | +100.0% | 0.00% | – |
New | Rio Tinto | $0 | – | 6 | +100.0% | 0.00% | – | |
EADSY | New | Airbus | $1,000 | – | 41 | +100.0% | 0.00% | – |
AIQUY | New | Air Liquide | $1,000 | – | 16 | +100.0% | 0.00% | – |
New | Koninklijke KPN | $1,000 | – | 177 | +100.0% | 0.00% | – | |
PVD | New | Banco Bilbao Vizcaya | $1,000 | – | 172 | +100.0% | 0.00% | – |
RELX | New | RELX | $1,000 | – | 57 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-11
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.