Stuart Chaussee & Associates, Inc. has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $233 Million distributed in 171 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $137M, Vanguard Information Technolog with a value of $37.2M, Ishares Expanded Tech Sector E with a value of $22.1M, Innovator U.S. Equity Power Bu with a value of $5.55M, and Innovator U.S. Equity Buffer E with a value of $4.92M.

Examining the 13F form we can see an increase of $48.6M in the current position value, from $184M to 233M.

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

Portfolio value $233 Million
ETFs: $224 Million
Technology: $2.4 Million
Industrials: $1.14 Million
Healthcare: $981,000
Consumer Defensive: $870,000
Communication Services: $843,000
Consumer Cyclical: $796,000
Financial Services: $717,000
Other: $640,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 171
  • Current Value $233 Million
  • Prior Value $184 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 15 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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