Stuart Chaussee & Associates, Inc. has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $268 Million distributed in 180 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 $103M, Innovator ETF Tr Us Equity Acc with a value of $53.8M, Vanguard Information Technolog with a value of $47M, Ishares Expanded Tech Sector E with a value of $28.8M, and Innovator U.S. Equity Buffer E with a value of $5.99M.

Examining the 13F form we can see an decrease of $32.3M in the current position value, from $300M to 268M.

Below you can find more details about Stuart Chaussee & Associates, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $268 Million
ETFs: $202 Million
Technology: $3.44 Million
Industrials: $3.27 Million
Communication Services: $1.31 Million
Financial Services: $932,000
Healthcare: $881,000
Consumer Cyclical: $810,000
Consumer Defensive: $793,000
Other: $963,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 180
  • Current Value $268 Million
  • Prior Value $300 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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