Stuart Chaussee & Associates, Inc. Buys Vanguard Information Tech, Vanguard Mega Cap Growth, iShares Expanded Tech Sector, Sells iShares Edge MSCI Min Vol USA, Vanguard Div Appreciation, iShares Core Conservative Allocation

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May 14, 2020
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Investment company Stuart Chaussee & Associates, Inc. (Current Portfolio) buys Vanguard Information Tech, Vanguard Mega Cap Growth, iShares Expanded Tech Sector, ProShares UltraPro QQQ, Starbucks Corp, sells iShares Edge MSCI Min Vol USA, Vanguard Div Appreciation, iShares Core Conservative Allocation, Direxion Technology Bull 3X Shares, The Walt Disney Co during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Stuart Chaussee & Associates, Inc.. As of 2020Q1, Stuart Chaussee & Associates, Inc. owns 64 stocks with a total value of $53 million. These are the details of the buys and sells.

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.
  1. Vanguard Information Tech (VGT) - 69,211 shares, 27.63% of the total portfolio. New Position
  2. Vanguard Mega Cap Growth (MGK) - 113,388 shares, 27.14% of the total portfolio. New Position
  3. iShares Expanded Tech Sector (IGM) - 67,335 shares, 26.86% of the total portfolio. New Position
  4. Vanguard High Dividend Yield (VYM) - 56,429 shares, 7.52% of the total portfolio. Shares reduced by 9.95%
  5. ProShares UltraPro QQQ (TQQQ) - 25,770 shares, 2.31% of the total portfolio. New Position
New Purchase: Vanguard Information Tech (VGT)

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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