Stuart Chaussee & Associates as of June 30, 2020
Portfolio Holdings for Stuart Chaussee & Associates
Stuart Chaussee & Associates holds 70 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco QQQ Trust Common | 47.6 | $91M | 369k | 247.60 | |
| Vanguard Info. Technology Common (VGT) | 18.8 | $36M | 129k | 278.71 | |
| iShares Expanded Technology Common (IGM) | 16.3 | $31M | 112k | 279.14 | |
| Vanguard Mega-Cap Growth Common (MGK) | 9.8 | $19M | 116k | 163.51 | |
| Vanguard High Dividend Common (VYM) | 2.2 | $4.2M | 54k | 78.78 | |
| ProShares Ultra Long QQQ 3x Common (TQQQ) | 1.6 | $3.0M | 31k | 97.65 | |
| Starbucks Common (SBUX) | 0.5 | $890k | 12k | 73.55 | |
| iShares Short Treasury Common (SHV) | 0.4 | $765k | 6.9k | 110.68 | |
| Vanguard Short Treasury Common (VGSH) | 0.4 | $741k | 12k | 62.19 | |
| Procter & Gamble Common (PG) | 0.2 | $469k | 3.9k | 119.61 | |
| iShares Russell 1000 Growth Common (IWF) | 0.2 | $323k | 1.7k | 192.03 | |
| Microsoft Common (MSFT) | 0.2 | $312k | 1.5k | 203.26 | |
| Disney Common (DIS) | 0.1 | $286k | 2.6k | 111.41 | |
| Home Depot Common (HD) | 0.1 | $268k | 1.1k | 250.94 | |
| Apple Common (AAPL) | 0.1 | $255k | 700.00 | 364.29 | |
| Ups Common (UPS) | 0.1 | $216k | 1.9k | 111.23 | |
| Intel Common (INTC) | 0.1 | $186k | 3.1k | 59.90 | |
| McDonald's Common (MCD) | 0.1 | $161k | 875.00 | 184.00 | |
| SPDR Technology Common (XLK) | 0.1 | $160k | 1.5k | 104.23 | |
| Alibaba Common (BABA) | 0.1 | $159k | 735.00 | 216.33 | |
| Waste Management Common (WM) | 0.1 | $154k | 1.5k | 105.99 | |
| Amazon.com Common (AMZN) | 0.1 | $149k | 54.00 | 2759.26 | |
| Coca-Cola Common (KO) | 0.1 | $146k | 3.3k | 44.77 | |
| Facebook Common (META) | 0.1 | $127k | 560.00 | 226.79 | |
| iShares Mid-Cap Growth Common (IWP) | 0.1 | $126k | 797.00 | 158.09 | |
| Alphabet Common (GOOGL) | 0.1 | $118k | 83.00 | 1421.69 | |
| Alphabet Common (GOOG) | 0.1 | $115k | 81.00 | 1419.75 | |
| PepsiCo Common (PEP) | 0.1 | $106k | 798.00 | 132.83 | |
| MGM Growth Properties Common | 0.1 | $102k | 3.8k | 27.09 | |
| iShares Select Dividend Common (DVY) | 0.0 | $87k | 1.1k | 80.93 | |
| Consolidated Edison Common (ED) | 0.0 | $79k | 1.1k | 72.15 | |
| AbbVie Common (ABBV) | 0.0 | $74k | 758.00 | 97.63 | |
| Johnson & Johnson Common (JNJ) | 0.0 | $54k | 386.00 | 139.90 | |
| First Trust Internet Index Common (FDN) | 0.0 | $54k | 314.00 | 171.97 | |
| Boeing Common (BA) | 0.0 | $49k | 269.00 | 182.16 | |
| Verizon Common (VZ) | 0.0 | $44k | 798.00 | 55.14 | |
| Mondelez Common (MDLZ) | 0.0 | $37k | 715.00 | 51.75 | |
| JP Morgan Chase Common (JPM) | 0.0 | $35k | 370.00 | 94.59 | |
| Aberdeen Gold Trust Common | 0.0 | $34k | 2.0k | 17.00 | |
| Invesco S&P 500 Quality Common (SPHQ) | 0.0 | $33k | 933.00 | 35.37 | |
| Kimberly-Clark Common (KMB) | 0.0 | $33k | 232.00 | 142.24 | |
| Southern Common (SO) | 0.0 | $25k | 485.00 | 51.55 | |
| Merck Common (MRK) | 0.0 | $23k | 300.00 | 76.67 | |
| Kodiak Sciences Common (KOD) | 0.0 | $22k | 410.00 | 53.66 | |
| Sysco Common (SYY) | 0.0 | $21k | 385.00 | 54.55 | |
| Gilead Sciences Common (GILD) | 0.0 | $18k | 230.00 | 78.26 | |
| SPDR S&P 500 Common (SPY) | 0.0 | $15k | 50.00 | 300.00 | |
| Exxon Mobil Common (XOM) | 0.0 | $14k | 320.00 | 43.75 | |
| SPDR Total Stock Market Common (SPTM) | 0.0 | $13k | 356.00 | 36.52 | |
| Honeywell Common (HON) | 0.0 | $13k | 88.00 | 147.73 | |
| Xcel Energy Common (XEL) | 0.0 | $13k | 202.00 | 64.36 | |
| Stryker Common (SYK) | 0.0 | $12k | 65.00 | 184.62 | |
| Marsh & McLennan Common (MMC) | 0.0 | $10k | 97.00 | 103.09 | |
| American Express Common (AXP) | 0.0 | $10k | 100.00 | 100.00 | |
| Texas Instruments Common (TXN) | 0.0 | $10k | 82.00 | 121.95 | |
| Eversource Energy Common (ES) | 0.0 | $10k | 115.00 | 86.96 | |
| Mastercard Common (MA) | 0.0 | $8.0k | 27.00 | 296.30 | |
| American Electric Power Common (AEP) | 0.0 | $7.0k | 84.00 | 83.33 | |
| Lockheed Martin Common (LMT) | 0.0 | $6.0k | 17.00 | 352.94 | |
| Lam Research Common | 0.0 | $6.0k | 18.00 | 333.33 | |
| Netflix Common (NFLX) | 0.0 | $5.0k | 10.00 | 500.00 | |
| CME Group Common (CME) | 0.0 | $5.0k | 28.00 | 178.57 | |
| American Tower Common (AMT) | 0.0 | $4.0k | 15.00 | 266.67 | |
| BlackRock Common | 0.0 | $4.0k | 7.00 | 571.43 | |
| Amgen Common (AMGN) | 0.0 | $4.0k | 16.00 | 250.00 | |
| Equinix Common (EQIX) | 0.0 | $4.0k | 5.00 | 800.00 | |
| Salesforce.com Common (CRM) | 0.0 | $4.0k | 19.00 | 210.53 | |
| Auto Data Processing Common (ADP) | 0.0 | $4.0k | 28.00 | 142.86 | |
| Prudential Financial Common (PRU) | 0.0 | $3.0k | 42.00 | 71.43 | |
| Union Pacific Common (UNP) | 0.0 | $3.0k | 17.00 | 176.47 |
