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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$74.7 Million 32.26% of portfolio
1,777,329
Q1 2025 New
$0
$60.6 Million 26.17% of portfolio
2,147,157
Q1 2025 New
$0
$34.2 Million 14.76% of portfolio
63,045
Q1 2025 Reduced 4.68%
$0
$20.8 Million 8.99% of portfolio
229,558
Q1 2025 Reduced 0.88%
$0
$5.74 Million 2.48% of portfolio
142,829
Q2 2024 Reduced 7.93%
$0
$5.23 Million 2.26% of portfolio
112,200
Q1 2025 Added 2.94%
$0
$4.3 Million 1.85% of portfolio
33,311
Q1 2025 Reduced 0.81%
$0
$3.75 Million 1.62% of portfolio
96,465
Q1 2025 Reduced 7.25%
$0
$3.1 Million 1.34% of portfolio
86,630
Q2 2024 Reduced 5.66%
$0
$2.09 Million 0.9% of portfolio
50,420
Q1 2025 Added 9.87%
$73.2B
$1.71 Million 0.74% of portfolio
3,340
Q1 2025 New
$0
$1.36 Million 0.59% of portfolio
34,172
Q2 2023 Reduced 89.38%
$3.41T
$940,000 0.41% of portfolio
2,506
Q1 2025 Reduced 5.26%
$0
$749,000 0.32% of portfolio
47,000
Q1 2025 New
$3.22T
$687,000 0.3% of portfolio
3,093
Q1 2025 Reduced 1.4%
$0
$642,000 0.28% of portfolio
3,114
Q4 2024 Reduced 11.63%
$0
$573,000 0.25% of portfolio
10,000
Q1 2025 Reduced 46.27%
$97.3B
$529,000 0.23% of portfolio
2,286
N/A
$0
$470,000 0.2% of portfolio
12,455
Q2 2024 Reduced 29.61%
$60.3B
$418,000 0.18% of portfolio
1,419
Q3 2024 Added 1,102.54%
$0
$407,000 0.18% of portfolio
1,129
Q2 2024 Added 32.82%
$377B
$358,000 0.15% of portfolio
979
Q1 2025 Added 6.64%
$684B
$355,000 0.15% of portfolio
430
Q1 2022 Reduced 5.49%
$0
$336,000 0.15% of portfolio
1,946
Q4 2024 Added 27.52%
$1.06T
$321,000 0.14% of portfolio
2,061
Q1 2025 Reduced 9.49%
$1.03T
$303,000 0.13% of portfolio
1,960
Q2 2023 Added 2.08%
$0
$259,000 0.11% of portfolio
505
Q1 2025 Reduced 6.65%
$336B
$221,000 0.1% of portfolio
2,047
Q1 2025 Added 48.87%
$324B
$239,000 0.1% of portfolio
1,141
Q1 2025 Added 17.99%
$230B
$186,000 0.08% of portfolio
597
Q4 2024 Reduced 23.17%
$0
$152,000 0.07% of portfolio
556
Q2 2024 Added 15.59%
$70.6B
$169,000 0.07% of portfolio
1,537
Q1 2024 Reduced 38.2%
$30.4B
$167,000 0.07% of portfolio
5,142
Q2 2022 New
$354B
$166,000 0.07% of portfolio
4,000
Q1 2025 Reduced 18.98%
$0
$158,000 0.07% of portfolio
282
Q2 2024 Added 475.51%
$0
$129,000 0.06% of portfolio
489
Q3 2024 New
$92B
$137,000 0.06% of portfolio
317
Q4 2023 Added 36.64%
$773B
$123,000 0.05% of portfolio
504
Q1 2025 Reduced 23.52%
$442B
$111,000 0.05% of portfolio
800
N/A
$9.01B
$109,000 0.05% of portfolio
535
Q1 2025 New
$0
$100,000 0.04% of portfolio
1,000
Q1 2025 Reduced 23.08%
$114B
$91,000 0.04% of portfolio
374
Q4 2023 Added 285.57%
$0
$91,000 0.04% of portfolio
3,850
Q4 2024 New
$0
$98,000 0.04% of portfolio
320
Q2 2024 New
$8.31B
$97,000 0.04% of portfolio
1,500
Q4 2020 Added 66.67%
$153B
$90,000 0.04% of portfolio
2,445
Q4 2023 Reduced 5.96%
$308B
$90,000 0.04% of portfolio
1,270
Q1 2024 Reduced 36.66%
$0
$85,000 0.04% of portfolio
2,000
Q4 2024 New
$130B
$93,000 0.04% of portfolio
345
Q4 2023 Added 18.15%

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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