Stuart Chaussee & Associates, Inc. has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $245 Million distributed in 165 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 $148M, Vanguard Information Technolog with a value of $37.6M, Ishares Expanded Tech Sector E with a value of $22.3M, Innovator U.S. Equity Power Bu with a value of $5.78M, and Innovator U.S. Equity Buffer E with a value of $5.08M.
Examining the 13F form we can see an increase of $12.5M in the current position value, from $233M to 245M.
Below you can find more details about Stuart Chaussee & Associates, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$245 Million
ETFs: $236 Million
Technology: $2.48 Million
Industrials: $1.14 Million
Healthcare: $999,000
Consumer Cyclical: $939,000
Consumer Defensive: $929,000
Communication Services: $771,000
Financial Services: $770,000
Other: $1.08 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
