Stuart Chaussee & Associates, Inc. — Q3 2022 13F Holdings

Name: Stuart Chaussee & Associates, Inc. — 13F Holdings, Q3 2022
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001653253

Total reported value

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VGT	Vanguard Info Tech ETF	ETF-Tech	48.38%	-10.25%	EXIT
2	IGM	Ishares Expanded Tech Sector	ETF-Tech	27.17%	-6.28%	EXIT
3	VYM	Vanguard High Dvd Yield ETF	ETF-Other	7.32%	-0.90%	EXIT
4	XLK	Ss Technology Select Sector	ETF-Tech	1.87%	-0.22%	EXIT
5	MSFT	Microsoft CORP	Stock-Tech	1.44%	-0.28%	EXIT
6	PG	Procter & Gamble Co/the	Stock-Consumer Staples	1.19%	-0.12%	EXIT
7	UPS	United Parcel Service-cl B	Stock-Industrials	0.93%	—	—
8	✓	Waste Management, Inc.	Stock-Other	0.85%	-0.11%	EXIT
9	✓	Powershares Qqq Trust Ser 1	Stock-Other	0.74%	-0.14%	EXIT
10	HD	Home Depot INC	Stock-Consumer Disc	0.71%	-0.08%	EXIT
11	✓	Alphabet Inc.	Stock-Other	0.43%	-0.10%	EXIT
12	AAPL	Apple INC	Stock-Tech	0.42%	-0.18%	EXIT
13	IWF	Ishares Russell 1000 Growth	ETF-Other	0.42%	-0.12%	EXIT
14	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.42%	—	—
15	✓	Alphabet Inc.	Stock-Other	0.40%	-0.13%	EXIT
16	CVX	Chevron CORP	Stock-Energy	0.36%	—	—
17	VICI	Vici Properties INC	Stock-Real Estate	0.35%	—	—
18	BAC	Bank Of America CORP	Stock-Financials	0.35%	-0.04%	EXIT
19	LLY	Eli Lilly & Co	Stock-Healthcare	0.32%	-0.07%	EXIT
20	KO	Coca-cola Co/the	Stock-Consumer Staples	0.30%	—	—
21	✓	AbbVie Inc.	Stock-Other	0.25%	-0.06%	EXIT
22	ELV	Elevance Health INC	Stock-Healthcare	0.24%	—	—
23	FBIN	Fortune Brands Innovations I	Stock-Industrials	0.19%	—	—
24	✓	Comcast Corporation	Stock-Other	0.18%	—	—
25	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	0.15%	—	—
26	JNJ	Johnson & Johnson	Stock-Healthcare	0.15%	—	—
27	DGRO	Ishares Core Dividend Growth	ETF-Other	0.14%	—	—
28	✓	Trane Technologies PLC	Stock-Other	0.13%	—	—
29	SBUX	Starbucks CORP	Stock-Consumer Disc	0.13%	—	—
30	DUK	Duke Energy CORP	Stock-Utilities	0.13%	—	—
31	ACN	Accenture plc	Stock-Tech	0.12%	—	—
32	ED	Consolidated Edison INC	Stock-Utilities	0.11%	—	—
33	✓	Merck & Co., Inc.	Stock-Other	0.11%	—	—
34	✓	Oracle Corporation	Stock-Other	0.11%	-0.05%	EXIT
35	✓	J P Morgan Chase And Co	Stock-Other	0.11%	-0.05%	EXIT
36	HON	Honeywell International INC	Stock-Industrials	0.10%	—	—
37	SO	Southern Co/the	Stock-Utilities	0.09%	—	—
38	MDLZ	Mondelez International Inc-a	Stock-Consumer Staples	0.09%	—	—
39	ETN	Eaton Corporation plc	Stock-Industrials	0.09%	—	—
40	BA	Boeing Co/the	Stock-Industrials	0.08%	—	—
41	MET	Metlife INC	Stock-Financials	0.08%	—	—
42	✓	UnitedHealth Group Incorporated	Stock-Other	0.07%	—	—
43	✓	BlackRock, Inc.	Stock-Other	0.07%	—	—
44	CVS	Cvs Health CORP	Stock-Healthcare	0.07%	—	—
45	LEN	Lennar Corp-a	Stock-Consumer Disc	0.07%	—	—
46	AXP	American Express Co	Stock-Financials	0.06%	—	—
47	✓	Exxon Mobil Corporation	Stock-Other	0.06%	—	—
48	AJG	Arthur J Gallagher & Co	Stock-Financials	0.06%	—	—
49	SYY	Sysco CORP	Stock-Consumer Staples	0.06%	—	—
50	PFE	Pfizer INC	Stock-Healthcare	0.06%	—	—

1–50 of 148

Holding changes this quarter

Position changes disclosed by Stuart Chaussee & Associates, Inc. for the quarter ending Q3 2022, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VGT	Vanguard Info Tech ETF	+0.5%	—	Unchanged
2	✓	Waste Management, Inc.	+0.1%	—	Unchanged
3	IWF	Ishares Russell 1000 Growth	0%	—	Unchanged
4	✓	Trane Technologies PLC	0%	—	Unchanged
5	SBUX	Starbucks CORP	0%	—	Unchanged
6	BAC	Bank Of America CORP	0%	—	Unchanged
7	XLK	Ss Technology Select Sector	0%	—	Unchanged
8	✓	Powershares Qqq Trust Ser 1	0%	+0.08%	Add
9	AAPL	Apple INC	0%	-5.37%	Trim
10	VYM	Vanguard High Dvd Yield ETF	—	—	Unchanged
11	MCD	Mcdonald's CORP	—	—	Unchanged
12	FBIN	Fortune Brands Innovations I	—	—	Unchanged
13	ELV	Elevance Health INC	—	—	Unchanged
14	JNJ	Johnson & Johnson	—	—	Unchanged
15	DGRO	Ishares Core Dividend Growth	—	—	Unchanged
16	✓	J P Morgan Chase And Co	—	—	Unchanged
17	BA	Boeing Co/the	—	—	Unchanged
18	RTX	Rtx CORP	—	—	Unchanged
19	IGM	Ishares Expanded Tech Sector	0%	-0.75%	Trim
20	DUK	Duke Energy CORP	0%	—	Unchanged
21	✓	Oracle Corporation	0%	—	Unchanged
22	CINF	Cincinnati Financial CORP	0%	—	Unchanged
23	ED	Consolidated Edison INC	0%	—	Unchanged
24	SYY	Sysco CORP	0%	—	Unchanged
25	PFE	Pfizer INC	0%	—	Unchanged
26	MDLZ	Mondelez International Inc-a	0%	—	Unchanged
27	✓	Adobe Inc.	0%	—	Unchanged
28	ASML	ASML Holding N.V.	0%	-36.00%	Trim
29	INTC	Intel CORP	0%	—	Unchanged
30	ACN	Accenture plc	0%	—	Unchanged
31	✓	BlackRock, Inc.	0%	—	Unchanged
32	META	Meta Platforms Inc-class A	0%	—	Unchanged
33	IXN	Ishares Global Tech ETF	0%	EXIT	Sold out
34	✓	Alphabet Inc.	0%	+1900.00%	Add
35	✓	AbbVie Inc.	0%	—	Unchanged
36	KO	Coca-cola Co/the	0%	—	Unchanged
37	WLLEUR	Whiting Petroleum CORP	0%	EXIT	Sold out
38	TSM	Taiwan Semiconductor-sp Adr	0%	-49.04%	Trim
39	✓	Bhp Billiton Ltd	0%	EXIT	Sold out
40	XLP	Ss Consumer Staples Sel Sect	0%	EXIT	Sold out
41	QCOM	Qualcomm INC	0%	-18.32%	Trim
42	✓	Alphabet Inc.	0%	+1900.00%	Add
43	GAM 5.95 PERP B	General American Invest	0%	EXIT	Sold out
44	✓	Comcast Corporation	0%	—	Unchanged
45	UPS	United Parcel Service-cl B	-0.1%	—	Unchanged
46	PG	Procter & Gamble Co/the	-0.1%	+0.17%	Add
47	NOBL	Proshares S&p 500 Dividend A	-0.1%	EXIT	Sold out
48	✓	AT & T, Inc. New	-0.1%	EXIT	Sold out
49	MSFT	Microsoft CORP	-0.1%	-4.87%	Trim
50	✓	Verizon Communications Inc.	-0.2%	-69.19%	Trim