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 Market Cap. of $10 Billions to $200 Billions
