- New Purchases: VGT, MGK, IGM, TQQQ, SHV, VGSH, KMB, KOD,
- Added Positions: SBUX, MCD, HD, FB, PEP, WM, MA, NKE, INTC, MRK, V, SPTM,
- Reduced Positions: VYM, DIS, AAPL, MSFT, LMT, KO, PG, AMZN, IWF, GOOG, NFLX, GOOGL, AMGN, JPM, XOM, UPS, VZ, JNJ, PRU, CME, BA, BLK, ADP, MDLZ, HON, TXN,
- Sold Out: USMV, VIG, AOK, TECL, EPD, VTV, RTN, CVX, RDS.A, DSI, FBHS, T, SCHA, SPAB, ALL, WFC, ORCL, LQD, IVV, RDS.B, SCHG, MDT, SCHV, MO, PNC, HDV, UBER, SNAP, PSX, PFE, CB, MMM, DUK, COST, CMCSA, CSCO, XEC, CAT, BAC, LNG, AMAT, AON, C, A, BIV, ADBE, DHR, LEVI, GTX, REZI, UNM, NTRS, BKNG, NVDA, MET, LUV, TER, USB, UNH, NOC, IR, GD, EL, XYL, EA, PYPL, KHC,
For the details of Stuart Chaussee & Associates, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/stuart+chaussee+%26+associates%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Stuart Chaussee & Associates, Inc.- Vanguard Information Tech (VGT) - 69,211 shares, 27.63% of the total portfolio. New Position
- Vanguard Mega Cap Growth (MGK) - 113,388 shares, 27.14% of the total portfolio. New Position
- iShares Expanded Tech Sector (IGM) - 67,335 shares, 26.86% of the total portfolio. New Position
- Vanguard High Dividend Yield (VYM) - 56,429 shares, 7.52% of the total portfolio. Shares reduced by 9.95%
- ProShares UltraPro QQQ (TQQQ) - 25,770 shares, 2.31% of the total portfolio. New Position
Stuart Chaussee & Associates, Inc. initiated holding in Vanguard Information Tech. The purchase prices were between $185.49 and $273.21, with an estimated average price of $244.1. The stock is now traded at around $246.23. The impact to a portfolio due to this purchase was 27.63%. The holding were 69,211 shares as of .
New Purchase: Vanguard Mega Cap Growth (MGK)Stuart Chaussee & Associates, Inc. initiated holding in Vanguard Mega Cap Growth. The purchase prices were between $111.48 and $162.1, with an estimated average price of $145.35. The stock is now traded at around $146.89. The impact to a portfolio due to this purchase was 27.14%. The holding were 113,388 shares as of .
New Purchase: iShares Expanded Tech Sector (IGM)Stuart Chaussee & Associates, Inc. initiated holding in iShares Expanded Tech Sector. The purchase prices were between $188.48 and $269.95, with an estimated average price of $240. The stock is now traded at around $249.38. The impact to a portfolio due to this purchase was 26.86%. The holding were 67,335 shares as of .
New Purchase: ProShares UltraPro QQQ (TQQQ)Stuart Chaussee & Associates, Inc. initiated holding in ProShares UltraPro QQQ. The purchase prices were between $35.62 and $118.06, with an estimated average price of $85.27. The stock is now traded at around $71.66. The impact to a portfolio due to this purchase was 2.31%. The holding were 25,770 shares as of .
New Purchase: iShares Short Treasury Bond ETF (SHV)Stuart Chaussee & Associates, Inc. initiated holding in iShares Short Treasury Bond ETF. The purchase prices were between $110.45 and $111.07, with an estimated average price of $110.66. The stock is now traded at around $110.81. The impact to a portfolio due to this purchase was 0.28%. The holding were 1,350 shares as of .
New Purchase: Vanguard Short-Term Government Bond ETF (VGSH)Stuart Chaussee & Associates, Inc. initiated holding in Vanguard Short-Term Government Bond ETF. The purchase prices were between $60.83 and $62.34, with an estimated average price of $61.33. The stock is now traded at around $62.27. The impact to a portfolio due to this purchase was 0.28%. The holding were 2,415 shares as of .
Added: Starbucks Corp (SBUX)Stuart Chaussee & Associates, Inc. added to a holding in Starbucks Corp by 26.61%. The purchase prices were between $56.33 and $93.75, with an estimated average price of $81.31. The stock is now traded at around $74.19. The impact to a portfolio due to this purchase was 0.3%. The holding were 11,395 shares as of .
Added: McDonald's Corp (MCD)Stuart Chaussee & Associates, Inc. added to a holding in McDonald's Corp by 458.51%. The purchase prices were between $137.1 and $217.46, with an estimated average price of $197.58. The stock is now traded at around $175.41. The impact to a portfolio due to this purchase was 0.27%. The holding were 1,050 shares as of .
Added: The Home Depot Inc (HD)Stuart Chaussee & Associates, Inc. added to a holding in The Home Depot Inc by 69.06%. The purchase prices were between $152.15 and $247.02, with an estimated average price of $220.09. The stock is now traded at around $234.48. The impact to a portfolio due to this purchase was 0.13%. The holding were 918 shares as of .
Added: Facebook Inc (FB)Stuart Chaussee & Associates, Inc. added to a holding in Facebook Inc by 338.10%. The purchase prices were between $146.01 and $223.23, with an estimated average price of $196.62. The stock is now traded at around $206.81. The impact to a portfolio due to this purchase was 0.12%. The holding were 460 shares as of .
Added: Waste Management Inc (WM)Stuart Chaussee & Associates, Inc. added to a holding in Waste Management Inc by 48.78%. The purchase prices were between $87.87 and $126.22, with an estimated average price of $114.94. The stock is now traded at around $97.18. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,278 shares as of .
Added: PepsiCo Inc (PEP)Stuart Chaussee & Associates, Inc. added to a holding in PepsiCo Inc by 58.02%. The purchase prices were between $103.93 and $146.99, with an estimated average price of $135.44. The stock is now traded at around $133.08. The impact to a portfolio due to this purchase was 0.07%. The holding were 798 shares as of .
Sold Out: iShares Edge MSCI Min Vol USA (USMV)Stuart Chaussee & Associates, Inc. sold out a holding in iShares Edge MSCI Min Vol USA. The sale prices were between $46.61 and $69.67, with an estimated average price of $63.87.
Sold Out: Vanguard Div Appreciation (VIG)Stuart Chaussee & Associates, Inc. sold out a holding in Vanguard Div Appreciation. The sale prices were between $89.24 and $130.69, with an estimated average price of $120.14.
Sold Out: iShares Core Conservative Allocation (AOK)Stuart Chaussee & Associates, Inc. sold out a holding in iShares Core Conservative Allocation. The sale prices were between $31.4 and $36.74, with an estimated average price of $35.46.
Sold Out: Direxion Technology Bull 3X Shares (TECL)Stuart Chaussee & Associates, Inc. sold out a holding in Direxion Technology Bull 3X Shares. The sale prices were between $83.13 and $333.8, with an estimated average price of $237.65.
Sold Out: Enterprise Products Partners LP (EPD)Stuart Chaussee & Associates, Inc. sold out a holding in Enterprise Products Partners LP. The sale prices were between $12.27 and $29.02, with an estimated average price of $23.43.
Sold Out: Vanguard Value (VTV)Stuart Chaussee & Associates, Inc. sold out a holding in Vanguard Value. The sale prices were between $76.76 and $121.42, with an estimated average price of $110.7.
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