Asset Manager
← All Institutions
Stuart Chaussee & Associates, Inc.
Market Value
$0
-100.0%
Holdings
144
-7
New Purchases
0
Added To
0
Closed
144
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 25 | $0 | 0% |
| Large Cap | 90 | $0 | 0% |
| Mid Cap | 6 | $0 | 0% |
| Small Cap | 12 | $0 | 0% |
| Micro Cap | 11 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$220.7B
Median Market Cap
$65.2B
Avg P/E
31.7
Median P/E
23.8
Avg Dividend Yield
0.02%
Avg Beta
0.84
# Stocks
86
# ETFs / Funds
58
Top Holdings (144 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ICE | —% | — | — | — | -$37K | -218 | -100.0% | SOLD |
| 2 | ACN | —% | — | — | — | -$59K | -239 | -100.0% | SOLD |
| 3 | DIS | —% | — | — | — | -$13K | -111 | -100.0% | SOLD |
| 4 | CVX | —% | — | — | — | -$78K | -500 | -100.0% | SOLD |
| 5 | ED | —% | — | — | — | -$38K | -375 | -100.0% | SOLD |
| 6 | NOW | —% | — | — | — | -$15K | -16 | -100.0% | SOLD |
| 7 | WY | —% | — | — | — | -$13K | -533 | -100.0% | SOLD |
| 8 | NEE | —% | — | — | — | -$41K | -540 | -100.0% | SOLD |
| 9 | SGOV | —% | — | — | — | -$96K | -950 | -100.0% | SOLD |
| 10 | ZTS | —% | — | — | — | -$7K | -50 | -100.0% | SOLD |
| 11 | AIG | —% | — | — | — | -$16K | -210 | -100.0% | SOLD |
| 12 | APD | —% | — | — | — | -$387K | -1,419 | -100.0% | SOLD |
| 13 | MSI | —% | — | — | — | -$10K | -21 | -100.0% | SOLD |
| 14 | BR | —% | — | — | — | -$39K | -163 | -100.0% | SOLD |
| 15 | HII | —% | — | — | — | -$154K | -535 | -100.0% | SOLD |
| 16 | HD | —% | — | — | — | -$372K | -918 | -100.0% | SOLD |
| 17 | AXP | —% | — | — | — | -$33K | -100 | -100.0% | SOLD |
| 18 | AJG | —% | — | — | — | -$50K | -162 | -100.0% | SOLD |
| 19 | CAVA | —% | — | — | — | -$604 | -10 | -100.0% | SOLD |
| 20 | WMB | —% | — | — | — | -$12K | -191 | -100.0% | SOLD |
| 21 | KO | —% | — | — | — | -$84K | -1,270 | -100.0% | SOLD |
| 22 | LOW | —% | — | — | — | -$12K | -47 | -100.0% | SOLD |
| 23 | NKE | —% | — | — | — | -$5K | -66 | -100.0% | SOLD |
| 24 | UPS | —% | — | — | — | -$128K | -1,537 | -100.0% | SOLD |
| 25 | MSCI | —% | — | — | — | -$9K | -15 | -100.0% | SOLD |
| 26 | ETN | —% | — | — | — | -$129K | -345 | -100.0% | SOLD |
| 27 | SPGI | —% | — | — | — | -$5K | -10 | -100.0% | SOLD |
| 28 | HIG | —% | — | — | — | -$45K | -340 | -100.0% | SOLD |
| 29 | PFE | —% | — | — | — | -$8K | -300 | -100.0% | SOLD |
| 30 | IBM | —% | — | — | — | -$41K | -147 | -100.0% | SOLD |
| 31 | MET | —% | — | — | — | -$7K | -84 | -100.0% | SOLD |
| 32 | LMT | —% | — | — | — | -$8K | -17 | -100.0% | SOLD |
| 33 | TJX | —% | — | — | — | -$19K | -130 | -100.0% | SOLD |
| 34 | CCI | —% | — | — | — | -$482 | -5 | -100.0% | SOLD |
| 35 | BAC | —% | — | — | — | -$206K | -4,000 | -100.0% | SOLD |
| 36 | SO | —% | — | — | — | -$46K | -485 | -100.0% | SOLD |
| 37 | PG | —% | — | — | — | -$533K | -3,470 | -100.0% | SOLD |
| 38 | ABT | —% | — | — | — | -$45K | -336 | -100.0% | SOLD |
| 39 | VICI | —% | — | — | — | -$168K | -5,142 | -100.0% | SOLD |
| 40 | WRB | —% | — | — | — | -$17K | -217 | -100.0% | SOLD |
| 41 | COP | —% | — | — | — | -$8K | -87 | -100.0% | SOLD |
| 42 | LEN | —% | — | — | — | -$50K | -400 | -100.0% | SOLD |
| 43 | LLY | —% | — | — | — | -$328K | -430 | -100.0% | SOLD |
| 44 | MPC | —% | — | — | — | -$35K | -180 | -100.0% | SOLD |
| 45 | BA | —% | — | — | — | -$58K | -269 | -100.0% | SOLD |
| 46 | MCD | —% | — | — | — | -$181K | -597 | -100.0% | SOLD |
| 47 | PRU | —% | — | — | — | -$4K | -42 | -100.0% | SOLD |
| 48 | DUK | —% | — | — | — | -$64K | -514 | -100.0% | SOLD |
| 49 | JNJ | —% | — | — | — | -$72K | -386 | -100.0% | SOLD |
| 50 | GWW | —% | — | — | — | -$7K | -7 | -100.0% | SOLD |
| 51 | PFEB | —% | — | — | — | -$317K | -7,980 | -100.0% | SOLD |
| 52 | SYY | —% | — | — | — | -$32K | -385 | -100.0% | SOLD |
| 53 | RDDT | —% | — | — | — | -$18K | -80 | -100.0% | SOLD |
| 54 | NOC | —% | — | — | — | -$2M | -3,340 | -100.0% | SOLD |
| 55 | CSCO | —% | — | — | — | -$34K | -500 | -100.0% | SOLD |
| 56 | COO | —% | — | — | — | -$5K | -76 | -100.0% | SOLD |
| 57 | ADP | —% | — | — | — | -$8K | -28 | -100.0% | SOLD |
| 58 | AMZN | —% | — | — | — | -$147K | -668 | -100.0% | SOLD |
| 59 | BHF | —% | — | — | — | -$372 | -7 | -100.0% | SOLD |
| 60 | AAPL | —% | — | — | — | -$820K | -3,220 | -100.0% | SOLD |
| 61 | DGRW | —% | — | — | — | -$24K | -268 | -100.0% | SOLD |
| 62 | CPRT | —% | — | — | — | -$7K | -160 | -100.0% | SOLD |
| 63 | SPTM | —% | — | — | — | -$17K | -205 | -100.0% | SOLD |
| 64 | IGM | —% | — | — | — | -$29M | -228,640 | -100.0% | SOLD |
| 65 | META | —% | — | — | — | -$59K | -81 | -100.0% | SOLD |
| 66 | ADI | —% | — | — | — | -$39K | -160 | -100.0% | SOLD |
| 67 | AMGN | —% | — | — | — | -$5K | -16 | -100.0% | SOLD |
| 68 | DGRO | —% | — | — | — | -$33K | -478 | -100.0% | SOLD |
| 69 | POOL | —% | — | — | — | -$24K | -77 | -100.0% | SOLD |
| 70 | IJJ | —% | — | — | — | -$25K | -192 | -100.0% | SOLD |
| 71 | JKHY | —% | — | — | — | -$5K | -34 | -100.0% | SOLD |
| 72 | IVV | —% | — | — | — | -$189K | -282 | -100.0% | SOLD |
| 73 | PANW | —% | — | — | — | -$21K | -102 | -100.0% | SOLD |
| 74 | IWM | —% | — | — | — | -$15K | -60 | -100.0% | SOLD |
| 75 | MBC | —% | — | — | — | -$20K | -1,500 | -100.0% | SOLD |
| 76 | ON | —% | — | — | — | -$345 | -7 | -100.0% | SOLD |
| 77 | RSP | —% | — | — | — | -$281K | -1,480 | -100.0% | SOLD |
| 78 | VT | —% | — | — | — | -$64K | -464 | -100.0% | SOLD |
| 79 | USMV | —% | — | — | — | -$30K | -315 | -100.0% | SOLD |
| 80 | VTI | —% | — | — | — | -$183K | -556 | -100.0% | SOLD |
| 81 | VTV | —% | — | — | — | -$277K | -1,486 | -100.0% | SOLD |
| 82 | VGT | —% | — | — | — | -$47M | -62,930 | -100.0% | SOLD |
| 83 | VONV | —% | — | — | — | -$42K | -467 | -100.0% | SOLD |
| 84 | GSLC | —% | — | — | — | -$24K | -182 | -100.0% | SOLD |
| 85 | IBIT | —% | — | — | — | -$260 | -4 | -100.0% | SOLD |
| 86 | MDLZ | —% | — | — | — | -$45K | -715 | -100.0% | SOLD |
| 87 | MGC | —% | — | — | — | -$28K | -115 | -100.0% | SOLD |
| 88 | IT | —% | — | — | — | -$19K | -72 | -100.0% | SOLD |
| 89 | HON | —% | — | — | — | -$80K | -380 | -100.0% | SOLD |
| 90 | SBUX | —% | — | — | — | -$16K | -185 | -100.0% | SOLD |
| 91 | POCT | —% | — | — | — | -$26K | -610 | -100.0% | SOLD |
| 92 | PJAN | —% | — | — | — | -$2M | -42,535 | -100.0% | SOLD |
| 93 | VIG | —% | — | — | — | -$88K | -410 | -100.0% | SOLD |
| 94 | ULTA | —% | — | — | — | -$8K | -14 | -100.0% | SOLD |
| 95 | SNPS | —% | — | — | — | -$2K | -5 | -100.0% | SOLD |
| 96 | WMT | —% | — | — | — | -$102K | -986 | -100.0% | SOLD |
| 97 | VUG | —% | — | — | — | -$56K | -116 | -100.0% | SOLD |
| 98 | VONG | —% | — | — | — | -$49K | -405 | -100.0% | SOLD |
| 99 | AVGO | —% | — | — | — | -$211K | -640 | -100.0% | SOLD |
| 100 | ONEQ | —% | — | — | — | -$43K | -488 | -100.0% | SOLD |