Stuart Chaussee & Associates, Inc. Portfolio Holdings by Sector
Stuart Chaussee & Associates, Inc.
- $155 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
QDEC VGT IGM PJUL BJAN VYM POCT PMAY 51 stocks |
$145,987
93.92% of portfolio
|
15
|
4
|
9
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL ADBE PANW 4 stocks |
$1,289
0.83% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$851
0.55% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$785
0.51% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV MRK JNJ AZN PFE AMGN 7 stocks |
$654
0.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$578
0.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Waste Management | Industrials
WM 1 stocks |
$461
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD LIN 2 stocks |
$428
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO QCOM ADI TXN ON 6 stocks |
$397
0.26% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC JPM 2 stocks |
$373
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$368
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX 2 stocks |
$235
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN BR IT JKHY 4 stocks |
$207
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP MA 3 stocks |
$199
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$193
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK SO NEE ED XEL 5 stocks |
$187
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$161
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
VICI 1 stocks |
$150
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ELV UNH 2 stocks |
$147
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$134
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AJG 2 stocks |
$124
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN NDSN 2 stocks |
$122
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA VZ 2 stocks |
$116
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM TOTB.DE 3 stocks |
$115
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
FBHS 1 stocks |
$97
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B HIG AIG 3 stocks |
$91
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$86
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$85
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$79
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BLK 1 stocks |
$58
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA LMT 2 stocks |
$55
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
LEN 1 stocks |
$54
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$53
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
ICE MSCI CME SPGI 4 stocks |
$51
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$42
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT DXCM 2 stocks |
$39
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI 2 stocks |
$38
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX ADP 2 stocks |
$38
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
POOL GWW 2 stocks |
$33
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
ORA 1 stocks |
$33
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW SHOP ANSS 3 stocks |
$33
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$29
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$25
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$16
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
LRCX TER 2 stocks |
$16
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
WY AMT CCI 3 stocks |
$15
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$15
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
WRB 1 stocks |
$12
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
MGA 1 stocks |
$12
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$11
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronics & Computer Distribution | Technology
NSIT 1 stocks |
$10
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
WMB 1 stocks |
$10
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MET PRU BHF 3 stocks |
$10
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$9
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$8
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
COO 1 stocks |
$6
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ULTA 1 stocks |
$6
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|