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 Market Cap. of $10 Billions to $200 Billions
