Stuart Chaussee & Associates
Latest statistics and disclosures from Stuart Chaussee & Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTV, SCHD, VYM, VGT, XLRE, and represent 73.55% of Stuart Chaussee & Associates's stock portfolio.
- Added to shares of these 10 stocks: VTV (+$36M), SCHD (+$34M), XLRE (+$30M), VYM (+$28M), SCHV (+$20M), DGRO (+$8.4M), BAC, IYH, MSFT, UPS.
- Started 14 new stock positions in IYF, NSIT, IYH, XLRE, IWN, VNQ, VOO, MIME, SCHV, VBK. IYJ, Organon & Co, ORCL, IWM.
- Reduced shares in these 10 stocks: PowerShares QQQ Trust, Series 1 (-$130M), IGM (-$28M), VGT (-$24M), MGK (-$24M), SHV, MGV, IWF, QUAL, ONEQ, .
- Sold out of its positions in ABB, ADDYY, A.F.P Provida SA, AIQUY, EADSY, BABA, ALL, MO, AMZN, AEE.
- Stuart Chaussee & Associates was a net seller of stock by $-58M.
- Stuart Chaussee & Associates has $226M in assets under management (AUM), dropping by -12.84%.
- Central Index Key (CIK): 0001653253
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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
- Stuart Chaussee & Associates 2021 Q2 filed Aug. 6, 2021
- Stuart Chaussee & Associates 2021 Q1 filed May 11, 2021
- Stuart Chaussee & Associates 2020 Q4 filed Feb. 3, 2021
- Stuart Chaussee & Associates 2020 Q3 filed Nov. 13, 2020
- Stuart Chaussee & Associates 2020 Q2 filed Aug. 5, 2020
- Stuart Chaussee & Associates 2020 Q1 filed May 14, 2020
- 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 restated filed Feb. 5, 2018
- Stuart Chaussee & Associates 2017 Q4 filed Feb. 2, 2018