Stuart Chaussee & Associates, Inc. Top Holdings and 13F Report (2025) About Stuart Chaussee & Associates, Inc.Investment ActivityStuart Chaussee & Associates, Inc. has $403.43 million in total holdings as of December 31, 2024.Stuart Chaussee & Associates, Inc. owns shares of 183 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 42.19% of the portfolio was purchased this quarter.About 38.20% of the portfolio was sold this quarter.This quarter, Stuart Chaussee & Associates, Inc. has purchased 165 new stocks and bought additional shares in 17 stocks.Stuart Chaussee & Associates, Inc. sold shares of 11 stocks and completely divested from 2 stocks this quarter.Largest Holdings Innovator U.S. Equity Buffer ETF - December $112,952,942Innovator U.S. Equity Power Buffer ETF - November $104,344,262FT Vest Nasdaq-100 Buffer ETF - December $49,451,568Vanguard Information Technology ETF $41,124,608Innovator U.S. Equity Power Buffer ETF - September $26,603,674 Largest New Holdings this Quarter Innovator U.S. Equity Buffer ETF - December $112,952,942 HoldingFT Vest Nasdaq-100 Buffer ETF - December $49,451,568 HoldingInnovator SC Power Buffer - De $2,720,747 HoldingProShares UltraPro QQQ $1,472,609 HoldingSPDR Gold Shares $351,089 Holding Largest Purchases this Quarter Innovator U.S. Equity Buffer ETF - December 2,620,110 shares (about $112.95M)FT Vest Nasdaq-100 Buffer ETF - December 1,795,627 shares (about $49.45M)Innovator SC Power Buffer - De 113,459 shares (about $2.72M)ProShares UltraPro QQQ 18,610 shares (about $1.47M)Vanguard Information Technology ETF 2,090 shares (about $1.30M) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 1,464,898 shares (about $146.96M)Innovator U.S. Equity Power Buffer ETF - November 92,220 shares (about $3.49M)Innovator U.S. Equity Power Buffer ETF - January 4,785 shares (about $202.17K)Procter & Gamble 834 shares (about $139.83K)Innovator U.S. Equity Power Buffer ETF - September 3,484 shares (about $136.17K) 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 PortfolioSectorBDECInnovator U.S. Equity Buffer ETF - December$112,952,942$112,952,942 ▲New Holding2,620,11028.0%ETFPNOVInnovator U.S. Equity Power Buffer ETF - November$104,344,262$3,492,833 ▼-3.2%2,754,96425.9%ETFQDECFT Vest Nasdaq-100 Buffer ETF - December$49,451,568$49,451,568 ▲New Holding1,795,62712.3%ETFVGTVanguard Information Technology ETF$41,124,608$1,299,562 ▲3.3%66,13810.2%ETFPSEPInnovator U.S. Equity Power Buffer ETF - September$26,603,674$136,172 ▼-0.5%680,6626.6%ETFIGMiShares Expanded Tech Sector ETF$23,643,227$69,830 ▼-0.3%231,5925.9%ETFPJULInnovator U.S. Equity Power Buffer ETF - July$5,880,2700.0%142,8291.5%ETFBJANInnovator U.S. Equity Buffer ETF - January$5,226,5500.0%109,0001.3%ETFVYMVanguard High Dividend Yield ETF$4,285,021$220,350 ▲5.4%33,5841.1%ETFPOCTInnovator U.S. Equity Power Buffer ETF - October$4,115,062$246,892 ▲6.4%104,0051.0%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$3,110,6230.0%86,6300.8%ETFInnovator SC Power Buffer - De$2,720,747$2,720,747 ▲New Holding113,4590.7%CommonPJANInnovator U.S. Equity Power Buffer ETF - January$1,938,853$202,166 ▼-9.4%45,8900.5%ETFTQQQProShares UltraPro QQQ$1,472,609$1,472,609 ▲New Holding18,6100.4%ETFPMARInnovator U.S. Equity Power Buffer ETF - March$1,373,3730.0%34,1720.3%TransportationMSFTMicrosoft$1,115,007$29,930 ▲2.8%2,6450.3%Computer and TechnologyAAPLApple$785,487$71,863 ▲10.1%3,1370.2%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$724,067$95,333 ▼-11.6%3,1140.2%ETFPGProcter & Gamble$578,087$139,827 ▼-19.5%3,4480.1%Consumer StaplesInvesco QQQ Trust$545,421$55,207 ▼-9.2%1,0670.1%CommonPAUGInnovator U.S. Equity Power Buffer ETF - August$479,5180.0%12,4550.1%ETFWMWaste Management$461,2920.0%2,2860.1%Business ServicesIWFiShares Russell 1000 Growth ETF$453,3840.0%1,1290.1%ETFGOOGAlphabet$433,632$84,175 ▲24.1%2,2770.1%Computer and TechnologyAPDAir Products and Chemicals$411,6480.0%1,4190.1%Basic MaterialsGOOGLAlphabet$371,0280.0%1,9600.1%Computer and TechnologyHDHome Depot$357,093$112,807 ▼-24.0%9180.1%Retail/WholesaleGLDSPDR Gold Shares$351,089$351,089 ▲New Holding1,4500.1%FinanceLLYEli Lilly and Company$331,9600.0%4300.1%MedicalVTVVanguard Value ETF$329,448$71,104 ▲27.5%1,9460.1%ETFGAPRFT Cboe Vest U.S. Equity Moderate Buffer ETF - April$314,9160.0%8,4000.1%ETFVOOVanguard S&P 500 ETF$291,566$140,124 ▲92.5%5410.1%ETFBACBank of America$216,9690.0%4,9370.1%FinanceUPSUnited Parcel Service$193,8160.0%1,5370.0%TransportationNVDANVIDIA$184,682$105,437 ▲133.1%1,3750.0%Computer and TechnologyMCDMcDonald's$173,064$52,180 ▼-23.2%5970.0%Retail/WholesaleABBVAbbVie$171,8360.0%9670.0%MedicalIVViShares Core S&P 500 ETF$166,0840.0%2820.0%ETFVTIVanguard Total Stock Market ETF$161,1780.0%5560.0%ETFJPMJPMorgan Chase & Co.$157,887$37,615 ▲31.3%6590.0%FinanceVICIVICI Properties$150,1980.0%5,1420.0%FinanceTrane Technologies$147,7400.0%4000.0%CommonVVisa$143,166$68,581 ▲91.9%4530.0%Business ServicesCATCaterpillar$134,221$134,221 ▲New Holding3700.0%Industrial ProductsORCLOracle$133,3120.0%8000.0%Computer and TechnologyACNAccenture$132,6740.0%3770.0%Computer and TechnologySLViShares Silver Trust$131,650$131,650 ▲New Holding5,0000.0%ETFSGOViShares 0-3 Month Treasury Bond ETF$130,416$146,958,567 ▼-99.9%1,3000.0%ETFVHTVanguard Health Care ETF$124,0540.0%4890.0%ETFELVElevance Health$116,9410.0%3170.0%MedicalETNEaton$114,4950.0%3450.0%Industrial ProductsAVGOBroadcom$108,965$57,960 ▲113.6%4700.0%Computer and TechnologyIWBiShares Russell 1000 ETF$103,0910.0%3200.0%ETFFBINFortune Brands Innovations$102,4950.0%1,5000.0%Retail/WholesaleQUALiShares MSCI USA Quality Factor ETF$101,1190.0%5680.0%ETFCMCSAComcast$91,7610.0%2,4450.0%Consumer DiscretionaryACVFAmerican Conservative Values ETF$87,440$87,440 ▲New Holding2,0000.0%ETFAMZNAmazon.com$86,659$51,995 ▲150.0%3950.0%Retail/WholesaleHONHoneywell International$85,8380.0%3800.0%Multi-Sector ConglomeratesEWSiShares MSCI Singapore ETF$84,123$84,123 ▲New Holding3,8500.0%ETFVIGVanguard Dividend Appreciation ETF$80,2900.0%4100.0%ETFMMCMarsh & McLennan Companies$79,4410.0%3740.0%FinanceKOCoca-Cola$79,0700.0%1,2700.0%Consumer StaplesMRKMerck & Co., Inc.$76,6000.0%7700.0%MedicalSPYSPDR S&P 500 ETF Trust$76,1900.0%1300.0%FinanceCVXChevron$72,420$72,420 ▼-50.0%5000.0%Oils/EnergyAPRWAllianzIM U.S. Large Cap Buffer20 Apr ETF$72,2260.0%2,2000.0%ETFSTRVStrive 500 ETF$68,040$68,040 ▲New Holding1,8000.0%ETFSBUXStarbucks$62,5060.0%6850.0%Retail/WholesaleBLKBlackRock$58,4310.0%570.0%FinanceJNJJohnson & Johnson$55,8230.0%3860.0%MedicalDUKDuke Energy$55,3780.0%5140.0%UtilitiesLENLennar$54,5480.0%4000.0%ConstructionVTVanguard Total World Stock ETF$54,4830.0%4640.0%ETFQCOMQUALCOMM$51,6160.0%3360.0%Computer and TechnologyISCViShares Morningstar Small-Cap Value ETF$50,728$50,728 ▲New Holding8000.0%ETFSOSouthern$48,4040.0%5880.0%UtilitiesBABoeing$47,6130.0%2690.0%AerospaceVUGVanguard Growth ETF$47,5490.0%1160.0%ETFMETAMeta Platforms$47,426$47,426 ▲New Holding810.0%Computer and TechnologyAJGArthur J. Gallagher & Co.$45,9840.0%1620.0%FinanceVOEVanguard Mid-Cap Value ETF$45,9430.0%2840.0%ETFXOMExxon Mobil$43,8890.0%4080.0%Oils/EnergyMDLZMondelez International$42,7070.0%7150.0%Consumer StaplesPDECInnovator U.S. Equity Power Buffer ETF - December$42,2620.0%1,1000.0%ETFVONGVanguard Russell 1000 Growth ETF$41,8760.0%4050.0%ETFNFLXNetflix$41,001$40,110 ▲4,500.0%460.0%Consumer DiscretionaryBRK.BBerkshire Hathaway$39,4350.0%870.0%FinanceNEENextEra Energy$38,7130.0%5400.0%UtilitiesABTAbbott Laboratories$38,0050.0%3360.0%MedicalVONVVanguard Russell 1000 Value$37,9750.0%4670.0%ETFHIGThe Hartford Financial Services Group$37,1960.0%3400.0%FinanceONEQFidelity NASDAQ Composite Index ETF$37,1170.0%4880.0%ETFBRBroadridge Financial Solutions$36,8530.0%1630.0%Business ServicesITGartner$34,8820.0%720.0%Business ServicesADIAnalog Devices$33,9940.0%1600.0%Computer and TechnologySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$33,929$2,214 ▲7.0%4750.0%ETFORAOrmat Technologies$33,860$33,860 ▲New Holding5000.0%Oils/EnergyEDConsolidated Edison$33,4610.0%3750.0%UtilitiesICEIntercontinental Exchange$32,4840.0%2180.0%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
