- New Purchases: VGT, XLK, PG, MTUM, VIG, EPD, LMT, IWF, PAA, DVY,
- Added Positions: XOM, CVX, MGK, MCD,
- Reduced Positions: MO, KHC,
- Sold Out: PM, ITR, HAWK,
For the details of Stuart Chaussee & Associates, Inc.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Stuart+Chaussee+%26+Associates%2C+Inc.
These are the top 5 holdings of Stuart Chaussee & Associates, Inc.- SPDR Russell 1000 ETF (ELR) - 1,450,171 shares, 34.08% of the total portfolio. New Position
- Vanguard Information Tech (VGT) - 155,455 shares, 20.79% of the total portfolio. New Position
- SPDR Select Sector Fund - Technology (XLK) - 272,300 shares, 13.95% of the total portfolio. New Position
- (MTK) - 156,056 shares, 10.74% of the total portfolio. New Position
- iShares U.S. Preferred Stock ETF (PFF) - 375,243 shares, 10.43% of the total portfolio. Shares reduced by 0.2%
Stuart Chaussee & Associates, Inc. initiated holding in Vanguard Information Tech. The purchase prices were between $166.88 and $190, with an estimated average price of $179.71. The stock is now traded at around $188.99. The impact to a portfolio due to this purchase was 20.79%. The holding were 155,455 shares as of 2018-06-30.
New Purchase: SPDR Select Sector Fund - Technology (XLK)Stuart Chaussee & Associates, Inc. initiated holding in SPDR Select Sector Fund - Technology. The purchase prices were between $63.86 and $72.38, with an estimated average price of $68.63. The stock is now traded at around $71.85. The impact to a portfolio due to this purchase was 13.95%. The holding were 272,300 shares as of 2018-06-30.
New Purchase: Procter & Gamble Co (PG)Stuart Chaussee & Associates, Inc. initiated holding in Procter & Gamble Co. The purchase prices were between $70.94 and $79.05, with an estimated average price of $75.29. The stock is now traded at around $80.58. The impact to a portfolio due to this purchase was 0.41%. The holding were 7,148 shares as of 2018-06-30.
New Purchase: iShares Edge MSCI USA Momentum Factor (MTUM)Stuart Chaussee & Associates, Inc. initiated holding in iShares Edge MSCI USA Momentum Factor. The purchase prices were between $102.58 and $114.35, with an estimated average price of $109.49. The stock is now traded at around $113.21. The impact to a portfolio due to this purchase was 0.28%. The holding were 3,415 shares as of 2018-06-30.
New Purchase: Vanguard Div Appreciation (VIG)Stuart Chaussee & Associates, Inc. initiated holding in Vanguard Div Appreciation. The purchase prices were between $98.53 and $104.85, with an estimated average price of $101.94. The stock is now traded at around $106.09. The impact to a portfolio due to this purchase was 0.27%. The holding were 3,612 shares as of 2018-06-30.
New Purchase: Enterprise Products Partners LP (EPD)Stuart Chaussee & Associates, Inc. initiated holding in Enterprise Products Partners LP. The purchase prices were between $24.22 and $29.52, with an estimated average price of $27.32. The stock is now traded at around $29.38. The impact to a portfolio due to this purchase was 0.26%. The holding were 12,773 shares as of 2018-06-30.
Added: Exxon Mobil Corp (XOM)Stuart Chaussee & Associates, Inc. added to a holding in Exxon Mobil Corp by 301.50%. The purchase prices were between $73.22 and $83.6, with an estimated average price of $79.65. The stock is now traded at around $81.92. The impact to a portfolio due to this purchase was 0.23%. The holding were 5,095 shares as of 2018-06-30.
Added: Chevron Corp (CVX)Stuart Chaussee & Associates, Inc. added to a holding in Chevron Corp by 51.55%. The purchase prices were between $112.24 and $130.39, with an estimated average price of $124.13. The stock is now traded at around $125.97. The impact to a portfolio due to this purchase was 0.17%. The holding were 5,280 shares as of 2018-06-30.
Added: Vanguard Mega Cap Growth (MGK)Stuart Chaussee & Associates, Inc. added to a holding in Vanguard Mega Cap Growth by 276.60%. The purchase prices were between $109.46 and $122.53, with an estimated average price of $116.73. The stock is now traded at around $122.80. The impact to a portfolio due to this purchase was 0.06%. The holding were 885 shares as of 2018-06-30.
Added: McDonald's Corp (MCD)Stuart Chaussee & Associates, Inc. added to a holding in McDonald's Corp by 469.70%. The purchase prices were between $155.94 and $169.48, with an estimated average price of $162.18. The stock is now traded at around $157.48. The impact to a portfolio due to this purchase was 0.02%. The holding were 188 shares as of 2018-06-30.
Sold Out: Philip Morris International Inc (PM)Stuart Chaussee & Associates, Inc. sold out a holding in Philip Morris International Inc. The sale prices were between $76.85 and $103.3, with an estimated average price of $84.95.
Sold Out: S&P 500 Insurance (ITR)Stuart Chaussee & Associates, Inc. sold out a holding in S&P 500 Insurance. The sale prices were between $33.08 and $33.47, with an estimated average price of $33.25.
Sold Out: Blackhawk Network Holdings Inc (HAWK)Stuart Chaussee & Associates, Inc. sold out a holding in Blackhawk Network Holdings Inc. The sale prices were between $44.6 and $45.2, with an estimated average price of $44.96.
Reduced: Altria Group Inc (MO)Stuart Chaussee & Associates, Inc. reduced to a holding in Altria Group Inc by 79.63%. The sale prices were between $54.52 and $64.54, with an estimated average price of $57.7. The stock is now traded at around $57.90. The impact to a portfolio due to this sale was -0.54%. Stuart Chaussee & Associates, Inc. still held 535 shares as of 2018-06-30.
Reduced: The Kraft Heinz Co (KHC)Stuart Chaussee & Associates, Inc. reduced to a holding in The Kraft Heinz Co by 86.66%. The sale prices were between $54.2 and $63.32, with an estimated average price of $59.37. The stock is now traded at around $60.26. The impact to a portfolio due to this sale was -0.43%. Stuart Chaussee & Associates, Inc. still held 259 shares as of 2018-06-30.
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