Stuart Chaussee & Associates as of Dec. 31, 2021
Portfolio Holdings for Stuart Chaussee & Associates
Stuart Chaussee & Associates holds 170 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ProShares S&P Div Aristocrats Common (NOBL) | 26.7 | $62M | 631k | 98.18 | |
| Vanguard Information Technolog Common (VGT) | 14.5 | $34M | 74k | 458.16 | |
| SPDR Materials Common (XLB) | 11.8 | $27M | 302k | 90.61 | |
| Vanguard High Dividend Yield Common (VYM) | 10.3 | $24M | 214k | 112.11 | |
| SPDR Real Estate Common (XLRE) | 8.3 | $19M | 374k | 51.81 | |
| iShares Expanded Technology Common (IGM) | 8.3 | $19M | 44k | 439.02 | |
| Invesco S&P 500 GARP Common (SPGP) | 6.6 | $15M | 158k | 97.03 | |
| Schwab US Large-Cap Value Common (SCHV) | 4.2 | $9.7M | 133k | 73.22 | |
| Schwab US Dividend Equity Common (SCHD) | 4.2 | $9.7M | 120k | 80.83 | |
| Starbucks Common (SBUX) | 0.6 | $1.3M | 11k | 117.01 | |
| SPDR Technology Common (XLK) | 0.5 | $1.2M | 6.8k | 173.92 | |
| Microsoft Common (MSFT) | 0.4 | $866k | 2.6k | 336.31 | |
| Invesco QQQ Trust Common | 0.3 | $705k | 1.8k | 398.08 | |
| Procter & Gamble Common (PG) | 0.3 | $664k | 4.1k | 163.67 | |
| Ups Common (UPS) | 0.2 | $543k | 2.5k | 214.29 | |
| Home Depot Common (HD) | 0.2 | $474k | 1.1k | 415.06 | |
| Waste Management Common (WM) | 0.2 | $382k | 2.3k | 167.10 | |
| Disney Common (DIS) | 0.1 | $328k | 2.1k | 155.01 | |
| Apple Common (AAPL) | 0.1 | $318k | 1.8k | 177.36 | |
| iShares Russell 1000 Growth Common (IWF) | 0.1 | $260k | 850.00 | 305.88 | |
| Alphabet Common (GOOG) | 0.1 | $243k | 84.00 | 2892.86 | |
| Alphabet Common (GOOGL) | 0.1 | $240k | 83.00 | 2891.57 | |
| Bank of America Common (BAC) | 0.1 | $220k | 4.9k | 44.56 | |
| McDonald's Common (MCD) | 0.1 | $208k | 777.00 | 267.70 | |
| Fortune Brands H&S Common (FBIN) | 0.1 | $160k | 1.5k | 106.67 | |
| MGM Growth Properties Common | 0.1 | $154k | 3.8k | 40.90 | |
| Comcast Common (CMCSA) | 0.1 | $138k | 2.7k | 50.20 | |
| Coca-Cola Common (KO) | 0.1 | $127k | 2.1k | 59.40 | |
| Eli Lilly Common (LLY) | 0.1 | $126k | 455.00 | 276.92 | |
| Verizon Common (VZ) | 0.1 | $119k | 2.3k | 52.12 | |
| AbbVie Common (ABBV) | 0.1 | $117k | 863.00 | 135.57 | |
| Chevron Common (CVX) | 0.1 | $117k | 1.0k | 117.00 | |
| Anthem Common (ELV) | 0.0 | $108k | 232.00 | 465.52 | |
| JPMorgan Chase Common (JPM) | 0.0 | $105k | 662.00 | 158.61 | |
| Accenture Common (ACN) | 0.0 | $86k | 207.00 | 415.46 | |
| Trane Technologies Common | 0.0 | $81k | 400.00 | 202.50 | |
| Abbott Laboratories Common (ABT) | 0.0 | $76k | 543.00 | 139.96 | |
| Meta Platforms Common (META) | 0.0 | $75k | 223.00 | 336.32 | |
| BlackRock Common (BLK) | 0.0 | $71k | 78.00 | 910.26 | |
| Oracle Common (ORCL) | 0.0 | $70k | 800.00 | 87.50 | |
| Johnson & Johnson Common (JNJ) | 0.0 | $66k | 386.00 | 170.98 | |
| Eaton Common (ETN) | 0.0 | $66k | 381.00 | 173.23 | |
| Cisco Systems Common (CSCO) | 0.0 | $64k | 1.0k | 63.30 | |
| Duke Energy Common (DUK) | 0.0 | $61k | 583.00 | 104.63 | |
| Boeing Common (BA) | 0.0 | $54k | 269.00 | 200.74 | |
| Merck Common (MRK) | 0.0 | $49k | 633.00 | 77.41 | |
| Consolidated Edison Common (ED) | 0.0 | $49k | 575.00 | 85.22 | |
| Invesco S&P 500 Equal Weight Common (RSP) | 0.0 | $48k | 297.00 | 161.62 | |
| Mondelez Common (MDLZ) | 0.0 | $47k | 715.00 | 65.73 | |
| Prologis Common (PLD) | 0.0 | $47k | 279.00 | 168.46 | |
| At&t Common (T) | 0.0 | $46k | 1.9k | 24.63 | |
| Honeywell International Common (HON) | 0.0 | $46k | 221.00 | 208.14 | |
| Lennar Common (LEN) | 0.0 | $46k | 400.00 | 115.00 | |
| Southern Common (SO) | 0.0 | $40k | 588.00 | 68.03 | |
| Mid-America Apartments Common (MAA) | 0.0 | $38k | 165.00 | 230.30 | |
| Paychex Common (PAYX) | 0.0 | $38k | 278.00 | 136.69 | |
| Qualcomm Common (QCOM) | 0.0 | $37k | 202.00 | 183.17 | |
| Visa Common (V) | 0.0 | $36k | 168.00 | 214.29 | |
| United Healthcare Common (UNH) | 0.0 | $35k | 70.00 | 500.00 | |
| Crown Castle Common (CCI) | 0.0 | $34k | 163.00 | 208.59 | |
| Marsh & McLennan Common (MMC) | 0.0 | $32k | 185.00 | 172.97 | |
| Adobe Systems Common (ADBE) | 0.0 | $31k | 55.00 | 563.64 | |
| Sysco Common (SYY) | 0.0 | $30k | 385.00 | 77.92 | |
| GoodRx Holdings Common (GDRX) | 0.0 | $29k | 880.00 | 32.95 | |
| Texas Instruments Common (TXN) | 0.0 | $28k | 149.00 | 187.92 | |
| MetLife Common (MET) | 0.0 | $28k | 456.00 | 61.40 | |
| Arthur J. Gallagher Common (AJG) | 0.0 | $27k | 162.00 | 166.67 | |
| Amazon.com Common (AMZN) | 0.0 | $27k | 8.00 | 3375.00 | |
| Zoetis Common (ZTS) | 0.0 | $26k | 108.00 | 240.74 | |
| Fifth Third Bancorp Common (FITB) | 0.0 | $25k | 575.00 | 43.48 | |
| SPDR Total Stock Market Common (SPTM) | 0.0 | $24k | 417.00 | 57.55 | |
| NextEra Energy Common (NEE) | 0.0 | $24k | 260.00 | 92.31 | |
| SPDR S&P 500 Common (SPY) | 0.0 | $24k | 50.00 | 480.00 | |
| Gartner Common (IT) | 0.0 | $24k | 72.00 | 333.33 | |
| Hartford Financial Services Common (HIG) | 0.0 | $23k | 340.00 | 67.65 | |
| Salesforce.com Common (CRM) | 0.0 | $23k | 91.00 | 252.75 | |
| Cincinnati Financial Common (CINF) | 0.0 | $22k | 190.00 | 115.79 | |
| Weyerhaeuser Common (WY) | 0.0 | $22k | 533.00 | 41.28 | |
| American Express Common (AXP) | 0.0 | $22k | 136.00 | 161.76 | |
| Intel Common (INTC) | 0.0 | $21k | 400.00 | 52.50 | |
| ServiceNow Common (NOW) | 0.0 | $21k | 32.00 | 656.25 | |
| Exxon Mobil Common (XOM) | 0.0 | $20k | 320.00 | 62.50 | |
| Air Products & Chemicals Common (APD) | 0.0 | $20k | 66.00 | 303.03 | |
| Cintas Common (CTAS) | 0.0 | $20k | 45.00 | 444.44 | |
| Mastercard Common (MA) | 0.0 | $19k | 53.00 | 358.49 | |
| Philip Morris International Common (PM) | 0.0 | $19k | 195.00 | 97.44 | |
| Vanguard Financials Common (VFH) | 0.0 | $19k | 197.00 | 96.45 | |
| Msci Common (MSCI) | 0.0 | $19k | 31.00 | 612.90 | |
| Wells Fargo Common (WFC) | 0.0 | $18k | 365.00 | 49.32 | |
| Pfizer Common (PFE) | 0.0 | $18k | 300.00 | 60.00 | |
| Stryker Common (SYK) | 0.0 | $17k | 65.00 | 261.54 | |
| SiteOne Landscape Supply Common | 0.0 | $17k | 70.00 | 242.86 | |
| Morgan Stanley Common (MS) | 0.0 | $16k | 167.00 | 95.81 | |
| Berkshire Hathaway CL B Common (BRK.B) | 0.0 | $16k | 54.00 | 296.30 | |
| Zebra Technologies Common (ZBRA) | 0.0 | $16k | 27.00 | 592.59 | |
| Mimecast Common | 0.0 | $16k | 206.00 | 77.67 | |
| Vanguard S&P 500 Common (VOO) | 0.0 | $16k | 36.00 | 444.44 | |
| Citigroup Common (C) | 0.0 | $15k | 243.00 | 61.73 | |
| Charles River Labs Common (CRL) | 0.0 | $15k | 39.00 | 384.62 | |
| Autodesk Common (ADSK) | 0.0 | $15k | 52.00 | 288.46 | |
| SPDR Energy Common (XLE) | 0.0 | $14k | 255.00 | 54.90 | |
| CVS Health Corp. Common (CVS) | 0.0 | $14k | 139.00 | 100.72 | |
| Xcel Energy Common (XEL) | 0.0 | $14k | 202.00 | 69.31 | |
| PNC Financial Common (PNC) | 0.0 | $13k | 65.00 | 200.00 | |
| Broadcom Common (AVGO) | 0.0 | $13k | 20.00 | 650.00 | |
| Lam Research Common (LRCX) | 0.0 | $13k | 18.00 | 722.22 | |
| American Intl. Group Common (AIG) | 0.0 | $12k | 210.00 | 57.14 | |
| Marathon Petroleum Common (MPC) | 0.0 | $12k | 180.00 | 66.67 | |
| Teradyne Common (TER) | 0.0 | $12k | 73.00 | 164.38 | |
| Scotts Miracle-Gro Common (SMG) | 0.0 | $12k | 75.00 | 160.00 | |
| CDW Corp. Common | 0.0 | $12k | 60.00 | 200.00 | |
| Pool Corp. Common (POOL) | 0.0 | $12k | 22.00 | 545.45 | |
| Charles Schwab Common (SCHW) | 0.0 | $12k | 137.00 | 87.59 | |
| Nike Common (NKE) | 0.0 | $11k | 66.00 | 166.67 | |
| Nordson Common (NDSN) | 0.0 | $11k | 43.00 | 255.81 | |
| Thermo Fisher Scientific Common (TMO) | 0.0 | $11k | 17.00 | 647.06 | |
| Paypal Common (PYPL) | 0.0 | $11k | 60.00 | 183.33 | |
| Copart Common (CPRT) | 0.0 | $11k | 73.00 | 150.68 | |
| AstraZeneca Common (AZN) | 0.0 | $10k | 165.00 | 60.61 | |
| General Motors Common (GM) | 0.0 | $10k | 174.00 | 57.47 | |
| Vanguard Small Cap Growth Common (VBK) | 0.0 | $10k | 36.00 | 277.78 | |
| Equifax Common (EFX) | 0.0 | $10k | 33.00 | 303.03 | |
| Illinois Tool Works Common (ITW) | 0.0 | $10k | 41.00 | 243.90 | |
| IHS Markit Common | 0.0 | $9.0k | 71.00 | 126.76 | |
| Raytheon Technologies Common (RTX) | 0.0 | $9.0k | 110.00 | 81.82 | |
| Palo Alto Networks Common (PANW) | 0.0 | $9.0k | 17.00 | 529.41 | |
| Cooper Companies Common | 0.0 | $9.0k | 21.00 | 428.57 | |
| Align Technology Common (ALGN) | 0.0 | $9.0k | 14.00 | 642.86 | |
| Lennox International Common (LII) | 0.0 | $9.0k | 27.00 | 333.33 | |
| Thor Industries Common (THO) | 0.0 | $8.0k | 77.00 | 103.90 | |
| W.R. Berkley Common (WRB) | 0.0 | $8.0k | 97.00 | 82.47 | |
| WEC Energy Common | 0.0 | $8.0k | 83.00 | 96.39 | |
| Insight Enterprises Common (NSIT) | 0.0 | $7.0k | 69.00 | 101.45 | |
| Aspen Technology Common | 0.0 | $7.0k | 43.00 | 162.79 | |
| Auto Data Processing Common (ADP) | 0.0 | $7.0k | 28.00 | 250.00 | |
| Allegion Common (ALLE) | 0.0 | $7.0k | 50.00 | 140.00 | |
| Equinix Common (EQIX) | 0.0 | $7.0k | 8.00 | 875.00 | |
| Bentley Systems Common (BSY) | 0.0 | $7.0k | 140.00 | 50.00 | |
| Ansys Common (ANSS) | 0.0 | $7.0k | 17.00 | 411.76 | |
| Medtronic Common (MDT) | 0.0 | $7.0k | 66.00 | 106.06 | |
| Grainger WW Common (GWW) | 0.0 | $7.0k | 13.00 | 538.46 | |
| Pioneer Natural Resources Common | 0.0 | $7.0k | 38.00 | 184.21 | |
| iShares Russell 2000 Common (IWM) | 0.0 | $7.0k | 30.00 | 233.33 | |
| 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 | |
| Jack Henry Common (JKHY) | 0.0 | $6.0k | 34.00 | 176.47 | |
| Motorola Solutions Common (MSI) | 0.0 | $6.0k | 21.00 | 285.71 | |
| CME Group Common (CME) | 0.0 | $6.0k | 28.00 | 214.29 | |
| Ulta Beauty Common (ULTA) | 0.0 | $6.0k | 14.00 | 428.57 | |
| ConocoPhillips Common (COP) | 0.0 | $6.0k | 87.00 | 68.97 | |
| Alcon Common (ALC) | 0.0 | $5.0k | 54.00 | 92.59 | |
| Aptiv Common (APTV) | 0.0 | $5.0k | 29.00 | 172.41 | |
| Union Pacific Common (UNP) | 0.0 | $5.0k | 19.00 | 263.16 | |
| ASML Holding Common (ASMLF) | 0.0 | $5.0k | 6.00 | 833.33 | |
| Advance Auto Parts Common (AAP) | 0.0 | $5.0k | 22.00 | 227.27 | |
| NXP Semiconductors Common | 0.0 | $5.0k | 22.00 | 227.27 | |
| Applied Materials Common (AMAT) | 0.0 | $5.0k | 31.00 | 161.29 | |
| Ecolab Common (ECL) | 0.0 | $5.0k | 21.00 | 238.10 | |
| Prudential Financial Common (PRU) | 0.0 | $5.0k | 42.00 | 119.05 | |
| Williams Companies Common (WMB) | 0.0 | $5.0k | 191.00 | 26.18 | |
| DuPont Common (DD) | 0.0 | $5.0k | 60.00 | 83.33 | |
| Navitas Semiconductor Common (NVTS) | 0.0 | $5.0k | 310.00 | 16.13 | |
| General Electric Common | 0.0 | $4.0k | 47.00 | 85.11 | |
| Taiwan Semiconductor Common (TSM) | 0.0 | $4.0k | 32.00 | 125.00 | |
| Amgen Common (AMGN) | 0.0 | $4.0k | 16.00 | 250.00 | |
| Dollar General Common (DG) | 0.0 | $2.0k | 10.00 | 200.00 | |
| iShares Russell 2000 Value Common (IWN) | 0.0 | $2.0k | 15.00 | 133.33 | |
| Organon Common (OGN) | 0.0 | $2.0k | 63.00 | 31.75 | |
| American Tower Common (AMT) | 0.0 | $999.999900 | 3.00 | 333.33 | |
| Public Storage Common (PSA) | 0.0 | $0 | 1.00 | 0.00 |
