Stuart Chaussee & Associates as of Sept. 30, 2020
Portfolio Holdings for Stuart Chaussee & Associates
Stuart Chaussee & Associates holds 88 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco QQQ Trust Common | 46.9 | $103M | 371k | 277.84 | |
| Vanguard Info. Technology Common (VGT) | 18.9 | $42M | 133k | 311.45 | |
| iShares Expanded Technology Common (IGM) | 16.0 | $35M | 114k | 309.06 | |
| Vanguard Mega-Cap Growth Common (MGK) | 10.0 | $22M | 118k | 185.40 | |
| Vanguard High Dividend Common (VYM) | 1.7 | $3.7M | 45k | 80.93 | |
| Direxion Technology Bull 3x Common (TECL) | 1.6 | $3.5M | 11k | 305.79 | |
| iShares Russell 1000 Growth Common (IWF) | 0.4 | $963k | 4.4k | 216.79 | |
| Starbucks Common (SBUX) | 0.4 | $928k | 11k | 85.89 | |
| SPDR Technology Common (XLK) | 0.4 | $787k | 6.7k | 116.77 | |
| iShares Short Treasury Common (SHV) | 0.3 | $699k | 6.3k | 110.74 | |
| Procter & Gamble Common (PG) | 0.3 | $655k | 4.7k | 139.07 | |
| Vanguard Short Treasury Common (VGSH) | 0.3 | $591k | 9.5k | 62.08 | |
| Fidelity Nasdaq Index Common (ONEQ) | 0.2 | $523k | 1.2k | 434.02 | |
| First Trust Internet Index Common (FDN) | 0.2 | $493k | 2.6k | 188.24 | |
| Microsoft Common (MSFT) | 0.2 | $366k | 1.7k | 210.59 | |
| Apple Common (AAPL) | 0.2 | $347k | 3.0k | 115.67 | |
| Ups Common (UPS) | 0.1 | $324k | 1.9k | 166.84 | |
| Disney Common (DIS) | 0.1 | $319k | 2.6k | 124.27 | |
| Home Depot Common (HD) | 0.1 | $297k | 1.1k | 278.09 | |
| Amazon.com Common (AMZN) | 0.1 | $242k | 77.00 | 3142.86 | |
| Alibaba Common (BABA) | 0.1 | $216k | 735.00 | 293.88 | |
| Waste Management Common (WM) | 0.1 | $213k | 1.9k | 112.94 | |
| McDonald's Common (MCD) | 0.1 | $192k | 875.00 | 219.43 | |
| iShares USA Momentum Common (MTUM) | 0.1 | $177k | 1.2k | 147.50 | |
| Facebook Common (META) | 0.1 | $169k | 645.00 | 262.02 | |
| Intel Common (INTC) | 0.1 | $161k | 3.1k | 51.85 | |
| Alphabet Common (GOOG) | 0.1 | $138k | 94.00 | 1468.09 | |
| iShares Mid-Cap Growth Common (IWP) | 0.1 | $138k | 797.00 | 173.15 | |
| Alphabet Common (GOOGL) | 0.1 | $122k | 83.00 | 1469.88 | |
| PepsiCo Common (PEP) | 0.1 | $111k | 798.00 | 139.10 | |
| Coca-Cola Common (KO) | 0.0 | $106k | 2.1k | 49.58 | |
| MGM Growth Properties Common | 0.0 | $105k | 3.8k | 27.89 | |
| iShares Select Dividend Common (DVY) | 0.0 | $88k | 1.1k | 81.86 | |
| Consolidated Edison Common (ED) | 0.0 | $85k | 1.1k | 77.63 | |
| Fortune Brands Common (FBIN) | 0.0 | $78k | 900.00 | 86.67 | |
| Moody's Common (MCO) | 0.0 | $77k | 266.00 | 289.47 | |
| AbbVie Common (ABBV) | 0.0 | $75k | 858.00 | 87.41 | |
| Verizon Common (VZ) | 0.0 | $73k | 1.2k | 59.64 | |
| Johnson & Johnson Common (JNJ) | 0.0 | $57k | 386.00 | 147.67 | |
| NextEra Energy Common (NEE) | 0.0 | $56k | 200.00 | 280.00 | |
| Trane Technologies Common | 0.0 | $49k | 400.00 | 122.50 | |
| GoodRx Holdings Common (GDRX) | 0.0 | $49k | 880.00 | 55.68 | |
| JP Morgan Chase Common (JPM) | 0.0 | $45k | 466.00 | 96.57 | |
| Boeing Common (BA) | 0.0 | $44k | 269.00 | 163.57 | |
| Mondelez Common (MDLZ) | 0.0 | $41k | 715.00 | 57.34 | |
| Comcast Corp. Class A Common (CMCSA) | 0.0 | $41k | 897.00 | 45.71 | |
| Merck Common (MRK) | 0.0 | $36k | 433.00 | 83.14 | |
| Aberdeen Gold Trust Common | 0.0 | $36k | 2.0k | 18.00 | |
| Honeywell Common (HON) | 0.0 | $36k | 221.00 | 162.90 | |
| Invesco S&P 500 Quality Common (SPHQ) | 0.0 | $36k | 933.00 | 38.59 | |
| Kimberly-Clark Common (KMB) | 0.0 | $34k | 232.00 | 146.55 | |
| Lennar Common (LEN) | 0.0 | $33k | 400.00 | 82.50 | |
| Eaton Common (ETN) | 0.0 | $30k | 292.00 | 102.74 | |
| Duke Energy Common (DUK) | 0.0 | $29k | 326.00 | 88.96 | |
| Abbott Labs Common (ABT) | 0.0 | $29k | 266.00 | 109.02 | |
| Southern Common (SO) | 0.0 | $26k | 485.00 | 53.61 | |
| Sysco Common (SYY) | 0.0 | $24k | 385.00 | 62.34 | |
| Kodiak Sciences Common (KOD) | 0.0 | $24k | 410.00 | 58.54 | |
| At&t Common (T) | 0.0 | $21k | 727.00 | 28.89 | |
| Cisco Systems Common (CSCO) | 0.0 | $20k | 500.00 | 40.00 | |
| Vital Farms Common (VITL) | 0.0 | $20k | 500.00 | 40.00 | |
| SPDR S&P 500 Common (SPY) | 0.0 | $17k | 50.00 | 340.00 | |
| Weyerhaeuser Common (WY) | 0.0 | $15k | 533.00 | 28.14 | |
| Gilead Sciences Common (GILD) | 0.0 | $15k | 230.00 | 65.22 | |
| Cintas Common (CTAS) | 0.0 | $15k | 45.00 | 333.33 | |
| SPDR Total Stock Market Common (SPTM) | 0.0 | $15k | 369.00 | 40.65 | |
| Stryker Common (SYK) | 0.0 | $14k | 65.00 | 215.38 | |
| Xcel Energy Common (XEL) | 0.0 | $14k | 202.00 | 69.31 | |
| Sealed Air Corp. Common (SEE) | 0.0 | $13k | 333.00 | 39.04 | |
| Texas Instruments Common (TXN) | 0.0 | $12k | 82.00 | 146.34 | |
| Marsh & McLennan Common (MMC) | 0.0 | $11k | 97.00 | 113.40 | |
| Exxon Mobil Common (XOM) | 0.0 | $11k | 320.00 | 34.38 | |
| American Express Common (AXP) | 0.0 | $10k | 100.00 | 100.00 | |
| Eversource Energy Common (ES) | 0.0 | $10k | 115.00 | 86.96 | |
| Mastercard Common (MA) | 0.0 | $9.0k | 27.00 | 333.33 | |
| Lockheed Martin Common (LMT) | 0.0 | $7.0k | 17.00 | 411.76 | |
| American Electric Power Common (AEP) | 0.0 | $7.0k | 84.00 | 83.33 | |
| Lam Research Common (LRCX) | 0.0 | $6.0k | 18.00 | 333.33 | |
| Salesforce.com Common (CRM) | 0.0 | $5.0k | 19.00 | 263.16 | |
| 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 (BLK) | 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 | |
| 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 |
