Stuart Chaussee & Associates, Inc. Portfolio Holdings

Stuart Chaussee & Associates, Inc.

  • $245 Million
  • Q3 2024

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.31B
$97,000 0.04% of portfolio
1,500
Q4 2020 Added 66.67%
$5.43B
$14,000 0.01% of portfolio
69
Q2 2021 New
$9.79B
$14,000 0.01% of portfolio
18
Q2 2023 Reduced 41.94%
$3.45B
$0 0.0% of portfolio
7
Q2 2022 New
$4.61B
$8,000 0.0% of portfolio
76
Q1 2024 Added 300.0%

Summary

  • Portfolio
  • No. of Stocks 165
  • Current Value $245 Million
  • Prior Value $233 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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