Stuart Chaussee & Associates, Inc. Top Holdings and 13F Report (2024) About Stuart Chaussee & Associates, Inc.Investment ActivityStuart Chaussee & Associates, Inc. has $380.87 million in total holdings as of September 30, 2024.Stuart Chaussee & Associates, Inc. owns shares of 165 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 3.58% of the portfolio was purchased this quarter.About 0.25% of the portfolio was sold this quarter.This quarter, Stuart Chaussee & Associates, Inc. has purchased 171 new stocks and bought additional shares in 10 stocks.Stuart Chaussee & Associates, Inc. sold shares of 9 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares 0-3 Month Treasury Bond ETF $147,675,463Innovator U.S. Equity Power Buffer ETF - November $105,118,033Vanguard Information Technology ETF $37,565,722Innovator U.S. Equity Power Buffer ETF - September $26,360,145iShares Expanded Tech Sector ETF $22,284,559 Largest New Holdings this Quarter Vanguard Health Care ETF $137,996 HoldingVanguard Small-Cap Growth ETF $29,411 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 102,355 shares (about $10.31M)Direxion Short Semi-Conductors 86,911 shares (about $1.76M)Innovator U.S. Equity Power Buffer ETF - November 26,168 shares (about $966.12K)Air Products and Chemicals 1,301 shares (about $387.44K)Vanguard Health Care ETF 489 shares (about $138.00K) Largest Sales this Quarter Vanguard Information Technology ETF 400 shares (about $234.61K)iShares Expanded Tech Sector ETF 2,370 shares (about $227.38K)Vanguard High Dividend Yield ETF 879 shares (about $112.69K)Innovator U.S. Equity Power Buffer ETF - September 2,838 shares (about $109.35K)Innovator U.S. Equity Power Buffer ETF - October 1,681 shares (about $65.47K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStuart Chaussee & Associates, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSGOViShares 0-3 Month Treasury Bond ETF$147,675,463$10,309,196 ▲7.5%1,466,19838.8%ETFPNOVInnovator U.S. Equity Power Buffer ETF - November$105,118,033$966,123 ▲0.9%2,847,18427.6%ETFVGTVanguard Information Technology ETF$37,565,722$234,610 ▼-0.6%64,0489.9%ETFPSEPInnovator U.S. Equity Power Buffer ETF - September$26,360,145$109,348 ▼-0.4%684,1466.9%ETFIGMiShares Expanded Tech Sector ETF$22,284,559$227,378 ▼-1.0%232,2765.9%ETFPJULInnovator U.S. Equity Power Buffer ETF - July$5,781,7040.0%142,8291.5%ETFBJANInnovator U.S. Equity Buffer ETF - January$5,075,0400.0%109,0001.3%ETFVYMVanguard High Dividend Yield ETF$4,084,106$112,689 ▼-2.7%31,8571.1%ETFPOCTInnovator U.S. Equity Power Buffer ETF - October$3,807,947$65,475 ▼-1.7%97,7651.0%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$3,053,1620.0%86,6300.8%ETFDirexion Short Semi-Conductors$2,705,623$1,759,948 ▲186.1%133,6110.7%CommonPJANInnovator U.S. Equity Power Buffer ETF - January$2,093,891$52,270 ▼-2.4%50,6750.5%ETFPMARInnovator U.S. Equity Power Buffer ETF - March$1,341,2510.0%34,1720.4%TransportationMSFTMicrosoft$1,107,7350.0%2,5740.3%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$795,5780.0%3,5240.2%ETFPGProcter & Gamble$741,591$1,212 ▲0.2%4,2820.2%Consumer StaplesAAPLApple$663,952$233 ▲0.0%2,8500.2%Computer and TechnologyInvesco QQQ Trust$573,6810.0%1,1750.2%CommonHDHome Depot$489,4820.0%1,2080.1%Retail/WholesaleWMWaste Management$474,5740.0%2,2860.1%Business ServicesPAUGInnovator U.S. Equity Power Buffer ETF - August$471,5460.0%12,4550.1%ETFIWFiShares Russell 1000 Growth ETF$423,8040.0%1,1290.1%ETFAPDAir Products and Chemicals$422,577$387,437 ▲1,102.5%1,4190.1%Basic MaterialsLLYEli Lilly and Company$380,9540.0%4300.1%MedicalGOOGLAlphabet$325,0660.0%1,9600.1%Computer and TechnologyGAPRFT Cboe Vest U.S. Equity Moderate Buffer ETF - April$308,6150.0%8,4000.1%ETFGOOGAlphabet$306,794$16,719 ▼-5.2%1,8350.1%Computer and TechnologyVTVVanguard Value ETF$266,3840.0%1,5260.1%ETFMCDMcDonald's$236,6040.0%7770.1%Retail/WholesaleUPSUnited Parcel Service$209,5550.0%1,5370.1%TransportationBACBank of America$195,8890.0%4,9370.1%FinanceABBVAbbVie$190,9630.0%9670.1%MedicalVICIVICI Properties$171,2800.0%5,1420.0%FinanceELVElevance Health$164,8400.0%3170.0%MedicalIVViShares Core S&P 500 ETF$162,7340.0%2820.0%ETFVTIVanguard Total Stock Market ETF$157,4800.0%5560.0%ETFTrane Technologies$155,4920.0%4000.0%CommonVOOVanguard S&P 500 ETF$148,2750.0%2810.0%ETFCVXChevron$147,2700.0%1,0000.0%Oils/EnergyVHTVanguard Health Care ETF$137,996$137,996 ▲New Holding4890.0%ETFORCLOracle$136,3200.0%8000.0%Computer and TechnologyFBINFortune Brands Innovations$134,2950.0%1,5000.0%Retail/WholesaleACNAccenture$133,3100.0%3770.0%Computer and TechnologyETNEaton$114,3470.0%3450.0%Industrial ProductsJPMJPMorgan Chase & Co.$105,888$211 ▲0.2%5020.0%FinanceCMCSAComcast$102,1280.0%2,4450.0%Consumer DiscretionaryQUALiShares MSCI USA Quality Factor ETF$101,8120.0%5680.0%ETFIWBiShares Russell 1000 ETF$100,6050.0%3200.0%ETFKOCoca-Cola$91,2620.0%1,2700.0%Consumer StaplesMRKMerck & Co., Inc.$87,4410.0%7700.0%MedicalMMCMarsh & McLennan Companies$83,4360.0%3740.0%FinanceVIGVanguard Dividend Appreciation ETF$81,2050.0%4100.0%ETFHONHoneywell International$78,5500.0%3800.0%Multi-Sector ConglomeratesLENLennar$74,9920.0%4000.0%ConstructionSPYSPDR S&P 500 ETF Trust$74,5890.0%1300.0%FinanceNVDANVIDIA$71,679$12,149 ▲20.4%5900.0%Computer and TechnologyAPRWAllianzIM U.S. Large Cap Buffer20 Apr ETF$70,9380.0%2,2000.0%ETFSBUXStarbucks$66,7810.0%6850.0%Retail/WholesaleVVisa$64,8880.0%2360.0%Business ServicesJNJJohnson & Johnson$62,5550.0%3860.0%MedicalDUKDuke Energy$59,2640.0%5140.0%UtilitiesQCOMQUALCOMM$57,1370.0%3360.0%Computer and TechnologyVTVanguard Total World Stock ETF$55,5120.0%4640.0%ETFBLKBlackRock$54,1220.0%570.0%FinanceSOSouthern$53,0260.0%5880.0%UtilitiesMDLZMondelez International$52,6740.0%7150.0%Consumer StaplesXOMExxon Mobil$47,8260.0%4080.0%Oils/EnergyVOEVanguard Mid-Cap Value ETF$47,6180.0%2840.0%ETFNEENextEra Energy$45,6460.0%5400.0%UtilitiesAJGArthur J. Gallagher & Co.$45,5820.0%1620.0%FinanceVUGVanguard Growth ETF$44,4770.0%1160.0%ETFPDECInnovator U.S. Equity Power Buffer ETF - December$42,1410.0%1,1000.0%ETFBABoeing$40,8990.0%2690.0%AerospaceBRK.BBerkshire Hathaway$40,0430.0%870.0%FinanceHIGThe Hartford Financial Services Group$39,9870.0%3400.0%FinanceVONGVanguard Russell 1000 Growth ETF$39,1280.0%4050.0%ETFEDConsolidated Edison$39,0490.0%3750.0%UtilitiesVONVVanguard Russell 1000 Value$38,9480.0%4670.0%ETFABTAbbott Laboratories$38,3070.0%3360.0%MedicalAVGOBroadcom$37,950$34,155 ▲900.0%2200.0%Computer and TechnologyADIAnalog Devices$36,8270.0%1600.0%Computer and TechnologyITGartner$36,4870.0%720.0%Business ServicesUNPUnion Pacific$36,2330.0%1470.0%TransportationUNHUnitedHealth Group$35,6650.0%610.0%MedicalBRBroadridge Financial Solutions$35,0500.0%1630.0%Business ServicesICEIntercontinental Exchange$35,0200.0%2180.0%FinanceONEQFidelity NASDAQ Composite Index ETF$34,9410.0%4880.0%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$31,1070.0%4440.0%ETFSYYSysco$30,0530.0%3850.0%Consumer StaplesDGROiShares Core Dividend Growth ETF$29,966$54,603 ▼-64.6%4780.0%ETFPAYXPaychex$29,5220.0%2200.0%Business ServicesAMZNAmazon.com$29,4400.0%1580.0%Retail/WholesaleVBKVanguard Small-Cap Growth ETF$29,411$29,411 ▲New Holding1100.0%ETFMPCMarathon Petroleum$29,3240.0%1800.0%Oils/EnergyPOOLPool$29,0140.0%770.0%Consumer DiscretionaryUSMViShares MSCI USA Min Vol Factor ETF$28,763$57,617 ▼-66.7%3150.0%ETFVZVerizon Communications$28,7420.0%6400.0%Computer and TechnologyADBEAdobe$28,4780.0%550.0%Computer and TechnologyMBCMasterBrand$27,8100.0%1,5000.0%Consumer DiscretionaryAXPAmerican Express$27,1200.0%1000.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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