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 Market Cap. of $10 Billions to $200 Billions
