Stuart Chaussee & Associates

Latest statistics and disclosures from Stuart Chaussee & Associates's latest quarterly 13F-HR filing:

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Positions held by Stuart Chaussee & Associates consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Stuart Chaussee & Associates

Companies in the Stuart Chaussee & Associates portfolio as of the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Value Common (VTV) 15.8 $36M +25034% 260k 137.46
Schwab U.S. Dividend Equity Common (SCHD) 15.8 $36M +1757% 472k 75.62
Vanguard High Dividend Yield Common (VYM) 15.4 $35M +403% 332k 104.77
Vanguard Information Technolog Common (VGT) 13.3 $30M -44% 76k 398.77
Real Estate Select Sector SPDR Common (XLRE) 13.3 $30M NEW 677k 44.33
Schwab U.S. Large-Cap Value Common (SCHV) 8.8 $20M NEW 293k 68.37
iShares Expanded Technology Common (IGM) 8.3 $19M -59% 47k 403.97
iShares Core Dividend Growth Common (DGRO) 4.4 $10M +515% 199k 50.36
Invesco QQQ Trust Common 0.6 $1.3M -98% 3.8k 354.32
Starbucks Common (SBUX) 0.5 $1.2M 11k 111.80
SPDR Technology Common (XLK) 0.4 $1.0M -16% 6.8k 147.66
Microsoft Common (MSFT) 0.3 $657k +20% 2.4k 270.82
Procter & Gamble Common (PG) 0.2 $546k -2% 4.0k 135.01
Ups Common (UPS) 0.2 $509k +26% 2.4k 208.01

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Disney Common (DIS) 0.2 $364k -19% 2.1k 175.85
Home Depot Common (HD) 0.2 $341k 1.1k 319.29
Waste Management Common (WM) 0.1 $320k 2.3k 139.98
Apple Common (AAPL) 0.1 $232k -46% 1.7k 136.95
iShares Russell 1000 Growth Common (IWF) 0.1 $231k -82% 850.00 271.76
Alphabet Common (GOOG) 0.1 $211k -22% 84.00 2511.90
Bank of America Common (BAC) 0.1 $204k +8267% 4.9k 41.32
Alphabet Common (GOOGL) 0.1 $200k -7% 82.00 2439.02
McDonald's Common (MCD) 0.1 $167k -17% 725.00 230.34
Fortune Brands H&S Common (FBHS) 0.1 $149k 1.5k 99.33
Comcast Common (CMCSA) 0.1 $148k 2.6k 56.92
iShares U.S. Healthcare Common (IYH) 0.1 $146k NEW 536.00 272.39
MGM Growth Properties Common (MGP) 0.1 $138k 3.8k 36.65
Verizon Common (VZ) 0.1 $128k 2.3k 56.07
Coca-Cola Common (KO) 0.1 $116k -5% 2.1k 54.26
AbbVie Common (ABBV) 0.0 $97k 858.00 113.05
Eli Lilly Common (LLY) 0.0 $92k 400.00 230.00
Anthem Common (ANTM) 0.0 $89k 232.00 383.62
JPMorgan Chase Common (JPM) 0.0 $79k -7% 508.00 155.51
Trane Technologies Common 0.0 $74k 400.00 185.00
Johnson & Johnson Common (JNJ) 0.0 $64k 386.00 165.80
Boeing Common (BA) 0.0 $64k 269.00 237.92
Oracle Common (ORCL) 0.0 $62k NEW 800.00 77.50
Accenture Common (ACN) 0.0 $61k +140% 207.00 294.69
Duke Energy Common (DUK) 0.0 $58k 583.00 99.49
Facebook Common (FB) 0.0 $55k -79% 160.00 343.75
At&t Common (T) 0.0 $54k 1.9k 28.91
Abbott Laboratories Common (ABT) 0.0 $52k 447.00 116.33
BlackRock Common (BLK) 0.0 $50k +533% 57.00 877.19
Merck Common (MRK) 0.0 $49k 633.00 77.41
iShares U.S. Financials Common (IYF) 0.0 $49k NEW 600.00 81.67
Honeywell International Common (HON) 0.0 $48k 221.00 217.19
Mondelez Common (MDLZ) 0.0 $45k -5% 715.00 62.94
Eaton Common (ETN) 0.0 $43k 292.00 147.26
Consolidated Edison Common (ED) 0.0 $41k 575.00 71.30
Lennar Common (LEN) 0.0 $40k 400.00 100.00
iShares U.S. Industrials Common (IYJ) 0.0 $39k NEW 352.00 110.80
Cisco Systems Common (CSCO) 0.0 $38k 716.00 53.07
Southern Common (SO) 0.0 $36k +21% 588.00 61.22
Adobe Systems Common (ADBE) 0.0 $32k -21% 55.00 581.82
GoodRx Holdings Common (GDRX) 0.0 $32k 880.00 36.36
Sysco Common (SYY) 0.0 $30k 385.00 77.92
Mid-America Apartments Common (MAA) 0.0 $28k 165.00 169.70
MetLife Common (MET) 0.0 $27k 456.00 59.21
Visa Common (V) 0.0 $26k 112.00 232.14
Prologis Common (PLD) 0.0 $23k 193.00 119.17
Arthur J. Gallagher Common (AJG) 0.0 $23k 162.00 141.98
Fifth Third Bancorp Common (FITB) 0.0 $22k 575.00 38.26
Cincinnati Financial Common (CINF) 0.0 $22k 190.00 115.79
Intel Common (INTC) 0.0 $22k -73% 400.00 55.00
American Express Common (AXP) 0.0 $22k 136.00 161.76
Salesforce.com Common (CRM) 0.0 $22k -17% 91.00 241.76
SPDR S&P 500 Common (SPY) 0.0 $21k -31% 50.00 420.00
SPDR Total Stock Market Common (SPTM) 0.0 $21k 396.00 53.03
Hartford Financial Services Common (HIG) 0.0 $21k 340.00 61.76
Zoetis Common (ZTS) 0.0 $20k 108.00 185.19
Exxon Mobil Common (XOM) 0.0 $20k 320.00 62.50
Mastercard Common (MA) 0.0 $19k -33% 53.00 358.49
Philip Morris International Common (PM) 0.0 $19k 195.00 97.44
Qualcomm Common (QCOM) 0.0 $19k 135.00 140.74
Vanguard Financials Common (VFH) 0.0 $18k -9% 197.00 91.37
Paychex Common (PAYX) 0.0 $18k 170.00 105.88
United Healthcare Common (UNH) 0.0 $18k 45.00 400.00
ServiceNow Common (NOW) 0.0 $18k 32.00 562.50
Weyerhaeuser Common (WY) 0.0 $18k 533.00 33.77
Stryker Common (SYK) 0.0 $17k 65.00 261.54
Cintas Common (CTAS) 0.0 $17k 45.00 377.78
Msci Common (MSCI) 0.0 $17k 31.00 548.39
Gartner Common (IT) 0.0 $17k 72.00 236.11
Paypal Common (PYPL) 0.0 $17k 60.00 283.33
Citigroup Common (C) 0.0 $17k 243.00 69.96
Wells Fargo Common (WFC) 0.0 $17k 365.00 46.58
Texas Instruments Common (TXN) 0.0 $16k -6% 82.00 195.12
Morgan Stanley Common (MS) 0.0 $15k 167.00 89.82
Berkshire Hathaway CL B Common (BRK.B) 0.0 $15k +125% 54.00 277.78
Crown Castle Common (CCI) 0.0 $15k 75.00 200.00
Autodesk Common (ADSK) 0.0 $15k 52.00 288.46
Scotts Miracle-Gro Common (SMG) 0.0 $14k 75.00 186.67
Charles River Labs Common (CRL) 0.0 $14k 39.00 358.97
Vanguard S&P 500 Common (VOO) 0.0 $14k NEW 36.00 388.89
Marsh & McLennan Common (MMC) 0.0 $14k 97.00 144.33
Zebra Technologies Common (ZBRA) 0.0 $14k 27.00 518.52
Xcel Energy Common (XEL) 0.0 $13k 202.00 64.36
SiteOne Landscape Supply Common 0.0 $12k 70.00 171.43
Lam Research Common (LRCX) 0.0 $12k 18.00 666.67
Pfizer Common (PFE) 0.0 $12k 300.00 40.00
Mimecast Common (MIME) 0.0 $11k NEW 206.00 53.40
Marathon Petroleum Common (MPC) 0.0 $11k 180.00 61.11
AstraZeneca Common (AZN) 0.0 $10k 165.00 60.61
General Motors Common (GM) 0.0 $10k 174.00 57.47
Nike Common (NKE) 0.0 $10k 66.00 151.52
Vanguard Real Estate Common (VNQ) 0.0 $10k NEW 96.00 104.17
CDW Corp. Common 0.0 $10k 60.00 166.67
Pool Corp. Common (POOL) 0.0 $10k 22.00 454.55
Vanguard Small Cap Growth Common (VBK) 0.0 $10k NEW 36.00 277.78
Charles Schwab Common (SCHW) 0.0 $10k 137.00 72.99
Copart Common (CPRT) 0.0 $10k 73.00 136.99
Teradyne Common (TER) 0.0 $10k 73.00 136.99
American Intl. Group Common (AIG) 0.0 $10k 210.00 47.62
Eversource Energy Common (ES) 0.0 $9.0k 115.00 78.26
Raytheon Technologies Common (RTX) 0.0 $9.0k 110.00 81.82
Align Technology Common (ALGN) 0.0 $9.0k 14.00 642.86
Lennox International Common (LII) 0.0 $9.0k 27.00 333.33
Nordson Common (NDSN) 0.0 $9.0k 43.00 209.30
Thor Industries Common (THO) 0.0 $9.0k 77.00 116.88
Bentley Systems Common (BSY) 0.0 $9.0k 140.00 64.29
Aberdeen Gold Trust Common 0.0 $8.0k 470.00 17.02
Cooper Companies Common (COO) 0.0 $8.0k 21.00 380.95
Equifax Common (EFX) 0.0 $8.0k 33.00 242.42
Medtronic Common (MDT) 0.0 $8.0k 66.00 121.21
Insight Enterprises Common (NSIT) 0.0 $7.0k NEW 69.00 101.45
Allegion Common (ALLE) 0.0 $7.0k 50.00 140.00
iShares Russell 2000 Common (IWM) 0.0 $7.0k NEW 30.00 233.33
American Electric Power Common (AEP) 0.0 $7.0k 84.00 83.33
W.R. Berkley Common (WRB) 0.0 $7.0k 97.00 72.16
Aspen Technology Common (AZPN) 0.0 $6.0k 43.00 139.53
Ansys Common (ANSS) 0.0 $6.0k 17.00 352.94
CVS Health Corp. Common (CVS) 0.0 $6.0k 68.00 88.24
Lockheed Martin Common (LMT) 0.0 $6.0k 17.00 352.94
Jack Henry Common (JKHY) 0.0 $6.0k 34.00 176.47
CME Group Common (CME) 0.0 $6.0k 28.00 214.29
Auto Data Processing Common (ADP) 0.0 $6.0k 28.00 214.29
Pioneer Natural Resources Common (PXD) 0.0 $6.0k 38.00 157.89
ConocoPhillips Common (COP) 0.0 $5.0k 87.00 57.47
Fair Isaac Common (FICO) 0.0 $5.0k 10.00 500.00
NXP Semiconductors Common 0.0 $5.0k 22.00 227.27
Motorola Solutions Common (MSI) 0.0 $5.0k 21.00 238.10
Williams Companies Common (WMB) 0.0 $5.0k 191.00 26.18
DuPont Common (DD) 0.0 $5.0k 60.00 83.33
General Electric Common (GE) 0.0 $5.0k 378.00 13.23
Applied Materials Common (AMAT) 0.0 $4.0k 31.00 129.03
Prudential Financial Common (PRU) 0.0 $4.0k 42.00 95.24
ASM Holding Common (ASMLF) 0.0 $4.0k 6.00 666.67
Keyence Common 0.0 $4.0k 7.00 571.43
Taiwan Semiconductor Common (TSM) 0.0 $4.0k -74% 32.00 125.00
Amgen Common (AMGN) 0.0 $4.0k 16.00 250.00
Union Pacific Common (UNP) 0.0 $4.0k -55% 19.00 210.53
BP Common (BP) 0.0 $4.0k 148.00 27.03
Dollar General Common (DG) 0.0 $2.0k 10.00 200.00
iShares Russell 2000 Value Common (IWN) 0.0 $2.0k NEW 15.00 133.33
Organon Common 0.0 $2.0k NEW 63.00 31.75
Public Storage Common (PSA) 0.0 $0 1.00 0.00

Past Filings by Stuart Chaussee & Associates

SEC 13F filings are viewable for Stuart Chaussee & Associates going back to 2015

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