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Stuart Chaussee & Associates, Inc. Buys Trane Technologies PLC, CDW Corp, SiteOne Landscape Supply Inc, Sells Vanguard Value ETF, Schwab US Dividend Equity ETF, Vanguard High Dividend Yield Indx ETF

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Nov 10, 2021
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Investment company Stuart Chaussee & Associates, Inc. (Current Portfolio) buys Trane Technologies PLC, CDW Corp, SiteOne Landscape Supply Inc, General Electric Co, NXP Semiconductors NV, sells Vanguard Value ETF, Schwab US Dividend Equity ETF, Vanguard High Dividend Yield Indx ETF, Real Estate Select Sector SPDR Fund (The), Schwab U.S. Large-Cap Value ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Stuart Chaussee & Associates, Inc.. As of 2021Q3, Stuart Chaussee & Associates, Inc. owns 143 stocks with a total value of $63 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 Technology ETF (VGT) - 75,583 shares, 48.27% of the total portfolio. Shares reduced by 0.1%
  2. iShares Expanded Tech Sector ETF (IGM) - 46,458 shares, 29.85% of the total portfolio. Shares reduced by 0.16%
  3. Vanguard High Dividend Yield Indx ETF (VYM) - 41,388 shares, 6.81% of the total portfolio. Shares reduced by 87.54%
  4. Starbucks Corp (SBUX) - 10,930 shares, 1.92% of the total portfolio.
  5. Technology Select Sector SPDR ETF (XLK) - 6,779 shares, 1.61% of the total portfolio.
New Purchase: Trane Technologies PLC (TT)

Stuart Chaussee & Associates, Inc. initiated holding in Trane Technologies PLC. The purchase prices were between $172.65 and $206.56, with an estimated average price of $192.37. The stock is now traded at around $189.450000. The impact to a portfolio due to this purchase was 0.11%. The holding were 400 shares as of 2021-09-30.

New Purchase: SiteOne Landscape Supply Inc (SITE)

Stuart Chaussee & Associates, Inc. initiated holding in SiteOne Landscape Supply Inc. The purchase prices were between $165.99 and $207.98, with an estimated average price of $188.92. The stock is now traded at around $246.200000. The impact to a portfolio due to this purchase was 0.02%. The holding were 70 shares as of 2021-09-30.

New Purchase: CDW Corp (CDW)

Stuart Chaussee & Associates, Inc. initiated holding in CDW Corp. The purchase prices were between $172.43 and $203.26, with an estimated average price of $188.91. The stock is now traded at around $188.800000. The impact to a portfolio due to this purchase was 0.02%. The holding were 60 shares as of 2021-09-30.

New Purchase: General Electric Co (GE)

Stuart Chaussee & Associates, Inc. initiated holding in General Electric Co. The purchase prices were between $96 and $107.84, with an estimated average price of $103.28. The stock is now traded at around $108.960000. The impact to a portfolio due to this purchase was 0.01%. The holding were 47 shares as of 2021-09-30.

New Purchase: NXP Semiconductors NV (NXPI)

Stuart Chaussee & Associates, Inc. initiated holding in NXP Semiconductors NV. The purchase prices were between $188.62 and $227.64, with an estimated average price of $207.68. The stock is now traded at around $214.220000. The impact to a portfolio due to this purchase was 0.01%. The holding were 22 shares as of 2021-09-30.

Sold Out: Vanguard Value ETF (VTV)

Stuart Chaussee & Associates, Inc. sold out a holding in Vanguard Value ETF. The sale prices were between $133.72 and $141.65, with an estimated average price of $138.49.

Sold Out: Schwab US Dividend Equity ETF (SCHD)

Stuart Chaussee & Associates, Inc. sold out a holding in Schwab US Dividend Equity ETF. The sale prices were between $73.64 and $77.51, with an estimated average price of $75.71.

Sold Out: Real Estate Select Sector SPDR Fund (The) (XLRE)

Stuart Chaussee & Associates, Inc. sold out a holding in Real Estate Select Sector SPDR Fund (The). The sale prices were between $44.26 and $48.46, with an estimated average price of $46.25.

Sold Out: Schwab U.S. Large-Cap Value ETF (SCHV)

Stuart Chaussee & Associates, Inc. sold out a holding in Schwab U.S. Large-Cap Value ETF. The sale prices were between $66.56 and $70.68, with an estimated average price of $69.07.

Sold Out: iShares Core Dividend Growth ETF (DGRO)

Stuart Chaussee & Associates, Inc. sold out a holding in iShares Core Dividend Growth ETF. The sale prices were between $49.99 and $52.84, with an estimated average price of $51.56.

Sold Out: iShares U.S. Healthcare ETF (IYH)

Stuart Chaussee & Associates, Inc. sold out a holding in iShares U.S. Healthcare ETF. The sale prices were between $274.76 and $295.47, with an estimated average price of $285.18.



Here is the complete portfolio of Stuart Chaussee & Associates, Inc.. Also check out:

1. Stuart Chaussee & Associates, Inc.'s Undervalued Stocks
2. Stuart Chaussee & Associates, Inc.'s Top Growth Companies, and
3. Stuart Chaussee & Associates, Inc.'s High Yield stocks
4. Stocks that Stuart Chaussee & Associates, Inc. keeps buying

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