Stuart Chaussee & Associates Portfolio holdings
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
+$20.7M |
| 2 |
Vanguard Information Technology ETF
VGT
|
+$15M |
| 3 |
iShares Expanded Tech Sector ETF
IGM
|
+$11.2M |
| 4 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$616K |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$591K |
Top Sells
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
+$231K |
| 2 |
Mastercard
MA
|
+$44.5K |
| 3 |
Coca-Cola
KO
|
+$40.8K |
| 4 |
Procter & Gamble
PG
|
+$40.5K |
| 5 |
McDonald's
MCD
|
+$32.1K |
Sector Composition
| 1 | Consumer Discretionary | 0.85% |
| 2 | Consumer Staples | 0.42% |
| 3 | Technology | 0.4% |
| 4 | Communication Services | 0.36% |
| 5 | Industrials | 0.23% |
Similar funds
Stuart Chaussee & Associates's Q2 2020 Portfolio in Review
As of Q2 2020, Stuart Chaussee & Associates held 73 positions worth $192M, up 82% from $106M the previous quarter. Its ten largest holdings account for 98% of the portfolio.
Stuart Chaussee & Associates deployed $49.3M of net new capital in Q2 2020, opening 6 new positions and adding to 17 existing holdings. Its largest new stake was State Street Technology Select Sector SPDR ETF: 3,070 shares worth $160K.
By sector, the portfolio is most concentrated in Consumer Discretionary at 0.85% of assets, down from 1.3% a quarter earlier, followed by Consumer Staples and Technology.
On the sell side, the largest reduction was Vanguard High Dividend Yield ETF, an estimated $231K trimmed.
- Stuart Chaussee & Associates's largest Q2 2020 buy was State Street Technology Select Sector SPDR ETF: 3,070 shares worth $160K.
- Stuart Chaussee & Associates added most to Invesco QQQ Trust in Q2 2020, an estimated $20.7M increase.
- Stuart Chaussee & Associates's biggest Q2 2020 reduction was Vanguard High Dividend Yield ETF, cutting an estimated $231K.
- Stuart Chaussee & Associates fully exited Nike in Q2 2020, selling an estimated $29K.
- Stuart Chaussee & Associates's ten largest holdings make up 98% of its $192M portfolio in Q2 2020.
- Stuart Chaussee & Associates opened 6 new positions and closed 3 in Q2 2020.
- Stuart Chaussee & Associates's portfolio value rose 82% quarter-over-quarter to $192M.
Based on Stuart Chaussee & Associates's 13F filing for Q2 2020, filed 5 Aug 2020.