Stuart Chaussee & Associates
Latest statistics and disclosures from Stuart Chaussee & Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PowerShares QQQ Trust, Series 1, VGT, MGK, IGM, VYM, and represent 94.52% of Stuart Chaussee & Associates's stock portfolio.
- Added to shares of these 10 stocks: PowerShares QQQ Trust, Series 1 (+$52.59M), VGT (+$14.67M), MGK (+$14.41M), IGM (+$14.26M), TQQQ, SBUX, VGSH, SHV, MCD, HD.
- Started 10 new stock positions in MGK, Chesapeake Energy Corporation, KOD, SHV, VGT, IGM, PowerShares QQQ Trust, Series 1, VGSH, TQQQ, KMB.
- Reduced shares in these 10 stocks: , SPHQ (-$52.51M), VIG (-$15.51M), AOK (-$8.54M), TECL, AAPL, VYM, MSFT, EPD, DIS.
- Sold out of its positions in T, ADBE, A, ALL, MO, AMAT, USD.001 Atlas Energy Lp ltd part, BAC, BKNG, CIGNA Corporation.
- Stuart Chaussee & Associates was a net seller of stock by $68.29M.
- Stuart Chaussee & Associates has $105.71M in assets under management (AUM), dropping by -40.17%.
Portfolio Holdings for Stuart Chaussee & Associates
Companies in the Stuart Chaussee & Associates portfolio as of the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Share Count | Change in Shares | Price |
|---|---|---|---|---|
| PowerShares QQQ Trust, Series 1 | 49.75 | 276.21k | NEW | 190.40 |
| Vanguard Information Technology ETF (VGT) | 13.87 | 69.21k | NEW | 211.90 |
| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 13.63 | 113.39k | NEW | 127.08 |
| iShares S&P NA Tech. Sec. Idx. Fd. (IGM) | 13.49 | 67.33k | NEW | 211.78 |
| Vanguard High Dividend Yield ETF (VYM) | 3.78 | 56.43k | -9% | 70.74 |
| Proshares Tr ultrapro qqq (TQQQ) | 1.16 | 25.77k | NEW | 47.65 |
| Starbucks Corporation (SBUX) | 0.71 | 11.39k | +26% | 65.73 |
| Procter & Gamble Company (PG) | 0.44 | 4.27k | -36% | 110.12 |
| Microsoft Corporation (MSFT) | 0.18 | 1.24k | -66% | 157.64 |
| Walt Disney Company (DIS) | 0.18 | 2.00k | -64% | 96.64 |
| Coca-Cola Company (KO) | 0.17 | 4.15k | -56% | 44.14 |
| United Parcel Service (UPS) | 0.17 | 1.94k | -10% | 93.20 |
| McDonald's Corporation (MCD) | 0.16 | 1.05k | +458% | 165.71 |
| Home Depot (HD) | 0.16 | 918 | +69% | 186.27 |
| Intel Corporation (INTC) | 0.16 | 3.10k | +7% | 54.11 |
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.14 | 2.42k | NEW | 62.53 |
| iShares Lehman Short Treasury Bond (SHV) | 0.14 | 1.35k | NEW | 111.11 |
| Alibaba Group Holding Ltd Spon (BABA) | 0.14 | 735 | 194.56 | |
| Apple (AAPL) | 0.13 | 545 | -76% | 255.05 |
| iShares Russell 1000 Growth Index (IWF) | 0.12 | 850 | -51% | 150.59 |
| Waste Management (WM) | 0.11 | 1.28k | +48% | 92.33 |
| Pepsi (PEP) | 0.09 | 798 | +58% | 120.30 |
| Alphabet Inc Class A cs (GOOGL) | 0.09 | 83 | -36% | 1156.63 |
| Consolidated Edison (ED) | 0.08 | 1.09k | 77.63 | |
| iShares Dow Jones Select Dividend (DVY) | 0.07 | 1.07k | 73.49 | |
| Amazon (AMZN) | 0.07 | 40 | -68% | 1950.00 |
| Facebook Inc cl a (FB) | 0.07 | 460 | +338% | 167.39 |
| Alphabet Inc Class C cs (GOOG) | 0.07 | 64 | -61% | 1156.25 |
| Abbvie (ABBV) | 0.05 | 758 | 76.52 | |
| Johnson & Johnson (JNJ) | 0.05 | 386 | -17% | 132.12 |
| MasterCard Incorporated (MA) | 0.04 | 185 | +585% | 243.24 |
| Verizon Communications (VZ) | 0.04 | 798 | -32% | 53.88 |
| Boeing Company (BA) | 0.04 | 269 | -10% | 148.70 |
| Mondelez Int (MDLZ) | 0.03 | 715 | -8% | 50.35 |
| JPMorgan Chase & Co. (JPM) | 0.03 | 370 | -38% | 89.19 |
| ETFS Gold Trust | 0.03 | 2.00k | -16% | 15.00 |
| Kimberly-Clark Corporation (KMB) | 0.03 | 232 | NEW | 129.31 |
| Visa (V) | 0.03 | 178 | +43% | 162.92 |
| NIKE (NKE) | 0.03 | 346 | +668% | 83.81 |
| Southern Company (SO) | 0.02 | 485 | 53.61 | |
| Merck & Co (MRK) | 0.02 | 300 | +69% | 76.67 |
| Kodiak Sciences Inc (KOD) | 0.02 | 410 | NEW | 48.78 |
| SYSCO Corporation (SYY) | 0.02 | 385 | 46.75 | |
| SPDR S&P 500 ETF (SPY) | 0.01 | 50 | 260.00 | |
| Exxon Mobil Corporation (XOM) | 0.01 | 320 | -66% | 37.50 |
| Honeywell International (HON) | 0.01 | 88 | -17% | 136.36 |
| Xcel Energy (XEL) | 0.01 | 202 | 59.41 | |
| Spdr Series Trust dj ttl mkt etf (SPTM) | 0.01 | 356 | +6% | 30.90 |
| Stryker Corporation (SYK) | 0.01 | 65 | 169.23 | |
| Eversource Energy (ES) | 0.01 | 115 | 78.26 | |
| American Express Company (AXP) | 0.01 | 100 | 90.00 | |
| Texas Instruments Incorporated (TXN) | 0.01 | 82 | -25% | 97.56 |
| Marsh & McLennan Companies (MMC) | 0.01 | 97 | 82.47 | |
| American Electric Power Company (AEP) | 0.01 | 84 | 83.33 | |
| Lockheed Martin Corporation (LMT) | 0.01 | 17 | -98% | 352.94 |
| CME (CME) | 0.00 | 28 | -52% | 178.57 |
| Netflix (NFLX) | 0.00 | 10 | -96% | 400.00 |
| Lam Research Corporation (LRCX) | 0.00 | 18 | 222.22 | |
| Automatic Data Processing (ADP) | 0.00 | 28 | -53% | 142.86 |
| Amgen (AMGN) | 0.00 | 16 | -88% | 187.50 |
| American Tower Reit (AMT) | 0.00 | 15 | 200.00 | |
| Equinix (EQIX) | 0.00 | 5 | 600.00 | |
| BlackRock (BLK) | 0.00 | 7 | -53% | 428.57 |
| salesforce (CRM) | 0.00 | 19 | 157.89 | |
| Chesapeake Energy Corporation | 0.00 | 16.75k | NEW | 0.18 |
| Union Pacific Corporation (UNP) | 0.00 | 17 | 117.65 | |
| Prudential Financial (PRU) | 0.00 | 42 | -75% | 47.62 |
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Past Filings by Stuart Chaussee & Associates
View past SEC 13F filings by Stuart Chaussee & Associates
- Stuart Chaussee & Associates 2019 Q4 filed Feb. 10, 2020
- Stuart Chaussee & Associates 2019 Q3 filed Oct. 21, 2019
- Stuart Chaussee & Associates 2019 Q2 filed Aug. 8, 2019
- Stuart Chaussee & Associates 2019 Q1 filed May 8, 2019
- Stuart Chaussee & Associates 2018 Q4 filed Jan. 11, 2019
- Stuart Chaussee & Associates 2018 Q3 filed Nov. 13, 2018
- Stuart Chaussee & Associates 2018 Q2 filed July 27, 2018
- Stuart Chaussee & Associates 2018 Q1 filed April 19, 2018
- Stuart Chaussee & Associates 2017 Q4 amended filed Feb. 5, 2018
- Stuart Chaussee & Associates 2017 Q4 filed Feb. 2, 2018
- Stuart Chaussee & Associates 2017 Q3 amended filed Oct. 31, 2017
- Stuart Chaussee & Associates 2017 Q3 filed Oct. 31, 2017
- Stuart Chaussee & Associates 2017 Q2 filed July 11, 2017
- Stuart Chaussee & Associates 2017 Q1 filed May 8, 2017
- Stuart Chaussee & Associates 2016 Q4 filed Jan. 18, 2017
- Stuart Chaussee & Associates 2016 Q3 filed Oct. 6, 2016
- Stuart Chaussee & Associates 2016 Q2 filed July 12, 2016
- Stuart Chaussee & Associates 2016 Q1 filed April 27, 2016
- Stuart Chaussee & Associates 2015 Q4 filed Feb. 11, 2016