Stuart Chaussee & Associates, Inc. has filed its 13F form on May 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $232 Million distributed in 186 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 $74.7M, Innovator Etfs Tr Us Equity Ac with a value of $60.6M, Vanguard Information Technolog with a value of $34.2M, Ishares Expanded Tech Sector E with a value of $20.8M, and Innovator U.S. Equity Power Bu with a value of $5.74M.
Examining the 13F form we can see an increase of $76.2M in the current position value, from $155M to 232M.
Below you can find more details about Stuart Chaussee & Associates, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$232 Million
ETFs: $221 Million
Industrials: $2.93 Million
Technology: $2.45 Million
Healthcare: $976,000
Communication Services: $841,000
Financial Services: $797,000
Consumer Cyclical: $788,000
Consumer Defensive: $770,000
Other: $1.03 Million
Stock Holdings Table Market Cap. of $200 Billions or more
