Stuart Chaussee & Associates, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $155 Million distributed in 183 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Ex Tr Fd Viii Cboe Ve with a value of $49.5M, Vanguard Information Technolog with a value of $41.1M, Ishares Expanded Tech Sector E with a value of $23.6M, Innovator U.S. Equity Power Bu with a value of $5.88M, and Innovator U.S. Equity Buffer E with a value of $5.23M.

Examining the 13F form we can see an decrease of $89.9M in the current position value, from $245M to 155M.

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

Portfolio value $155 Million
ETFs: $146 Million
Technology: $2.78 Million
Industrials: $1.22 Million
Communication Services: $1.02 Million
Financial Services: $918,000
Healthcare: $854,000
Consumer Cyclical: $789,000
Consumer Defensive: $744,000
Other: $974,000

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 183
  • Current Value $155 Million
  • Prior Value $245 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
Track This Portfolio

Track Stuart Chaussee & Associates, Inc. Portfolio

Follow Stuart Chaussee & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stuart Chaussee & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stuart Chaussee & Associates, Inc. with notifications on news.