Stuart Chaussee & Associates, Inc. Portfolio Holdings

Stuart Chaussee & Associates, Inc.

  • $300 Million
  • Q2 2025

Stuart Chaussee & Associates, Inc. has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $300 Million distributed in 180 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Innovator U.S. Equity Buffer E with a value of $100M, Innovator ETF Tr Us Equity Acc with a value of $52.3M, Vanguard Information Technolog with a value of $42.2M, First Tr ETF with a value of $41.1M, and Ishares Expanded Tech Sector E with a value of $25.8M.

Examining the 13F form we can see an increase of $68.6M in the current position value, from $232M to 300M.

Below you can find more details about Stuart Chaussee & Associates, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $300 Million
ETFs: $190 Million
Technology: $3.1 Million
Industrials: $2.93 Million
Communication Services: $1.03 Million
Financial Services: $898,000
Healthcare: $866,000
Consumer Defensive: $813,000
Consumer Cyclical: $799,000
Other: $954,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$89.4B
$1.67 Million 0.56% of portfolio
3,340
Q1 2025 New
$3.95T
$1.25 Million 0.41% of portfolio
2,506
Q1 2025 Reduced 5.26%
$3.69T
$655,000 0.22% of portfolio
3,193
Q2 2025 Added 3.23%
$368B
$551,000 0.18% of portfolio
3,462
Q2 2025 Added 0.2%
$95.6B
$523,000 0.17% of portfolio
2,286
N/A
$1.24T
$436,000 0.15% of portfolio
2,461
Q2 2025 Added 19.41%
$64.2B
$400,000 0.13% of portfolio
1,419
Q3 2024 Added 1,102.54%
$608B
$335,000 0.11% of portfolio
430
Q1 2022 Reduced 5.49%
$456B
$323,000 0.11% of portfolio
2,047
Q1 2025 Added 48.87%
$405B
$336,000 0.11% of portfolio
918
Q2 2025 Reduced 6.23%
$1.21T
$345,000 0.11% of portfolio
1,960
Q2 2023 Added 2.08%
$859B
$204,000 0.07% of portfolio
704
Q2 2025 Added 39.68%
$351B
$211,000 0.07% of portfolio
1,141
Q1 2025 Added 17.99%
$381B
$189,000 0.06% of portfolio
4,000
Q1 2025 Reduced 18.98%
$222B
$174,000 0.06% of portfolio
597
Q4 2024 Reduced 23.17%
$31.7B
$167,000 0.06% of portfolio
5,142
Q2 2022 New
$127B
$176,000 0.06% of portfolio
640
Q2 2025 Added 36.17%
$63.8B
$155,000 0.05% of portfolio
1,537
Q1 2024 Reduced 38.2%
$36.7B
$142,000 0.05% of portfolio
1,165
Q2 2025 New
$2.26T
$140,000 0.05% of portfolio
641
Q2 2025 Added 54.09%
$145B
$123,000 0.04% of portfolio
345
Q4 2023 Added 18.15%
$70.7B
$123,000 0.04% of portfolio
317
Q4 2023 Added 36.64%
$10.7B
$129,000 0.04% of portfolio
535
Q1 2025 New
$551B
$83,000 0.03% of portfolio
236
Q1 2025 Reduced 47.9%
$146B
$88,000 0.03% of portfolio
380
Q4 2023 Added 71.95%
$281B
$96,000 0.03% of portfolio
986
Q2 2025 Added 430.11%
$141B
$87,000 0.03% of portfolio
2,445
Q4 2023 Reduced 5.96%
$8.31B
$97,000 0.03% of portfolio
1,500
Q4 2020 Added 66.67%
$306B
$89,000 0.03% of portfolio
1,270
Q1 2024 Reduced 36.66%
$101B
$81,000 0.03% of portfolio
374
Q4 2023 Added 285.57%
$108B
$62,000 0.02% of portfolio
685
Q2 2024 Reduced 74.49%
$84.1B
$48,000 0.02% of portfolio
715
Q2 2021 Reduced 5.8%
$1.78T
$59,000 0.02% of portfolio
81
Q4 2024 New
$203B
$60,000 0.02% of portfolio
770
Q4 2023 Added 35.09%
$545B
$61,000 0.02% of portfolio
46
Q4 2024 Added 4,500.0%
$452B
$58,000 0.02% of portfolio
386
Q1 2020 Reduced 17.17%
$139B
$56,000 0.02% of portfolio
269
Q1 2020 Reduced 10.93%
$61.1B
$51,000 0.02% of portfolio
162
Q1 2021 New
$95.8B
$60,000 0.02% of portfolio
514
Q4 2023 Reduced 11.84%
$175B
$59,000 0.02% of portfolio
57
N/A
$150B
$71,000 0.02% of portfolio
239
Q1 2025 Reduced 36.6%
$302B
$71,000 0.02% of portfolio
500
Q4 2024 Reduced 50.0%
$12.4B
$22,000 0.01% of portfolio
77
Q4 2023 Added 250.0%
$229B
$45,000 0.01% of portfolio
336
Q4 2023 Added 236.0%
$79.3B
$29,000 0.01% of portfolio
180
Q1 2021 New
$234B
$19,000 0.01% of portfolio
41
Q4 2023 New
$31.7B
$44,000 0.01% of portfolio
400
Q3 2020 New
$14.4B
$17,000 0.01% of portfolio
180
Q4 2024 Added 900.0%
$442B
$43,000 0.01% of portfolio
408
Q2 2024 Added 27.5%

Summary

  • Portfolio
  • No. of Stocks 180
  • Current Value $300 Million
  • Prior Value $232 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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