Stuart Chaussee & Associates, Inc. Portfolio Holdings

Stuart Chaussee & Associates, Inc.

  • $232 Million
  • Q1 2025

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.93B
$14,000 0.01% of portfolio
490
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 186
  • Current Value $232 Million
  • Prior Value $155 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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