Stuart Chaussee & Associates as of Dec. 31, 2020
Portfolio Holdings for Stuart Chaussee & Associates
Stuart Chaussee & Associates holds 85 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco QQQ Trust Common | 47.0 | $117M | 372k | 313.74 | |
| Vanguard Info. Technology Common (VGT) | 19.3 | $48M | 135k | 353.79 | |
| iShares Expanded Technology Common (IGM) | 16.2 | $40M | 115k | 349.83 | |
| Vanguard Mega-Cap Growth Common (MGK) | 9.8 | $24M | 119k | 203.75 | |
| Vanguard High Dividend Common (VYM) | 1.7 | $4.1M | 45k | 91.52 | |
| Apple Common (AAPL) | 1.5 | $3.7M | 28k | 132.68 | |
| iShares Russell 1000 Growth Common (IWF) | 0.5 | $1.2M | 4.8k | 241.19 | |
| Starbucks Common (SBUX) | 0.5 | $1.2M | 11k | 106.99 | |
| SPDR Technology Common (XLK) | 0.4 | $1.1M | 8.1k | 130.04 | |
| Fidelity Nasdaq Index Common (ONEQ) | 0.3 | $705k | 1.4k | 501.78 | |
| Procter & Gamble Common (PG) | 0.3 | $670k | 4.8k | 139.15 | |
| First Trust Internet Index Common (FDN) | 0.2 | $556k | 2.6k | 212.29 | |
| iShares Short Treasury Common (SHV) | 0.2 | $473k | 4.3k | 110.46 | |
| Disney Common (DIS) | 0.2 | $465k | 2.6k | 181.15 | |
| Vanguard Short Treasury Common (VGSH) | 0.2 | $463k | 7.5k | 61.65 | |
| Microsoft Common (MSFT) | 0.2 | $396k | 1.8k | 222.47 | |
| Ups Common (UPS) | 0.1 | $327k | 1.9k | 168.38 | |
| Home Depot Common (HD) | 0.1 | $284k | 1.1k | 265.92 | |
| Waste Management Common (WM) | 0.1 | $270k | 2.3k | 118.11 | |
| Amazon.com Common (AMZN) | 0.1 | $261k | 80.00 | 3262.50 | |
| McDonald's Common (MCD) | 0.1 | $188k | 875.00 | 214.86 | |
| Facebook Common (META) | 0.1 | $176k | 645.00 | 272.87 | |
| Alphabet Common (GOOG) | 0.1 | $165k | 94.00 | 1755.32 | |
| iShares Mid-Cap Growth Common (IWP) | 0.1 | $164k | 1.6k | 102.89 | |
| Alphabet Common (GOOGL) | 0.1 | $145k | 83.00 | 1746.99 | |
| Fortune Brands Common (FBIN) | 0.1 | $129k | 1.5k | 86.00 | |
| Comcast Corp. Class A Common (CMCSA) | 0.1 | $128k | 2.5k | 52.22 | |
| Verizon Common (VZ) | 0.0 | $122k | 2.1k | 58.74 | |
| PepsiCo Common (PEP) | 0.0 | $118k | 798.00 | 147.87 | |
| MGM Growth Properties Common | 0.0 | $118k | 3.8k | 31.34 | |
| Coca-Cola Common (KO) | 0.0 | $117k | 2.1k | 54.72 | |
| iShares Select Dividend Common (DVY) | 0.0 | $103k | 1.1k | 95.81 | |
| AbbVie Common (ABBV) | 0.0 | $92k | 858.00 | 107.23 | |
| Consolidated Edison Common (ED) | 0.0 | $79k | 1.1k | 72.15 | |
| Duke Energy Common (DUK) | 0.0 | $77k | 840.00 | 91.67 | |
| Moody's Common (MCO) | 0.0 | $77k | 266.00 | 289.47 | |
| Eli Lilly Common (LLY) | 0.0 | $68k | 400.00 | 170.00 | |
| NextEra Energy Common (NEE) | 0.0 | $62k | 800.00 | 77.50 | |
| Johnson & Johnson Common (JNJ) | 0.0 | $61k | 386.00 | 158.03 | |
| Kodiak Sciences Common (KOD) | 0.0 | $60k | 410.00 | 146.34 | |
| JP Morgan Chase Common (JPM) | 0.0 | $59k | 466.00 | 126.61 | |
| Boeing Common (BA) | 0.0 | $58k | 269.00 | 215.61 | |
| Trane Technologies Common | 0.0 | $58k | 400.00 | 145.00 | |
| At&t Common (T) | 0.0 | $54k | 1.9k | 28.91 | |
| Merck Common (MRK) | 0.0 | $52k | 633.00 | 82.15 | |
| Intel Common (INTC) | 0.0 | $52k | 1.1k | 49.52 | |
| Honeywell Common (HON) | 0.0 | $47k | 221.00 | 212.67 | |
| Mondelez Common (MDLZ) | 0.0 | $42k | 715.00 | 58.74 | |
| Invesco S&P 500 Quality Common (SPHQ) | 0.0 | $39k | 933.00 | 41.80 | |
| Aberdeen Gold Trust Common | 0.0 | $37k | 2.0k | 18.50 | |
| Eaton Common (ETN) | 0.0 | $35k | 292.00 | 119.86 | |
| GoodRx Holdings Common (GDRX) | 0.0 | $35k | 880.00 | 39.77 | |
| Southern Common (SO) | 0.0 | $30k | 485.00 | 61.86 | |
| Lennar Common (LEN) | 0.0 | $30k | 400.00 | 75.00 | |
| Abbott Labs Common (ABT) | 0.0 | $29k | 266.00 | 109.02 | |
| Sysco Common (SYY) | 0.0 | $29k | 385.00 | 75.32 | |
| Cisco Systems Common (CSCO) | 0.0 | $22k | 500.00 | 44.00 | |
| SPDR S&P 500 Common (SPY) | 0.0 | $19k | 50.00 | 380.00 | |
| Weyerhaeuser Common (WY) | 0.0 | $18k | 533.00 | 33.77 | |
| SPDR Total Stock Market Common (SPTM) | 0.0 | $17k | 369.00 | 46.07 | |
| Cintas Common (CTAS) | 0.0 | $16k | 45.00 | 355.56 | |
| Stryker Common (SYK) | 0.0 | $16k | 65.00 | 246.15 | |
| Sealed Air Corp. Common (SEE) | 0.0 | $15k | 333.00 | 45.05 | |
| Texas Instruments Common (TXN) | 0.0 | $13k | 82.00 | 158.54 | |
| Exxon Mobil Common (XOM) | 0.0 | $13k | 320.00 | 40.62 | |
| Xcel Energy Common (XEL) | 0.0 | $13k | 202.00 | 64.36 | |
| Gilead Sciences Common (GILD) | 0.0 | $13k | 230.00 | 56.52 | |
| American Express Common (AXP) | 0.0 | $12k | 100.00 | 120.00 | |
| Pfizer Common (PFE) | 0.0 | $11k | 300.00 | 36.67 | |
| Marsh & McLennan Common (MMC) | 0.0 | $11k | 97.00 | 113.40 | |
| Mastercard Common (MA) | 0.0 | $10k | 27.00 | 370.37 | |
| Eversource Energy Common (ES) | 0.0 | $10k | 115.00 | 86.96 | |
| Lam Research Common | 0.0 | $9.0k | 18.00 | 500.00 | |
| 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 | |
| Netflix Common (NFLX) | 0.0 | $5.0k | 10.00 | 500.00 | |
| BlackRock Common | 0.0 | $5.0k | 7.00 | 714.29 | |
| CME Group Common (CME) | 0.0 | $5.0k | 28.00 | 178.57 | |
| Auto Data Processing Common (ADP) | 0.0 | $5.0k | 28.00 | 178.57 | |
| Amgen Common (AMGN) | 0.0 | $4.0k | 16.00 | 250.00 | |
| Equinix Common (EQIX) | 0.0 | $4.0k | 5.00 | 800.00 | |
| Union Pacific Common (UNP) | 0.0 | $4.0k | 17.00 | 235.29 | |
| Salesforce.com Common (CRM) | 0.0 | $4.0k | 19.00 | 210.53 | |
| Prudential Financial Common (PRU) | 0.0 | $3.0k | 42.00 | 71.43 | |
| American Tower Common (AMT) | 0.0 | $3.0k | 15.00 | 200.00 |
