Stuart Chaussee & Associates
Latest statistics and disclosures from Stuart Chaussee & Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BAPR, FHDG, SIXP, XBAP, VGT, and represent 76.13% of Stuart Chaussee & Associates's stock portfolio.
- Added to shares of these 10 stocks: FHDG (+$87M), SIXP (+$58M), RBUF, ZALT, RSP, SLV, IEFA, GLD, GOOG, AAPL.
- Started 7 new stock positions in FHDG, SNPS, IEFA, Figma, SIXP, ZALT, RBUF.
- Reduced shares in these 10 stocks: BFEB (-$70M), QJUN (-$41M), BFAP (-$28M), QTAP (-$5.7M), XTAP, PSEP, BAPR, VGT, PMAR, PJAN.
- Sold out of its positions in ANSS, BFAP, QJUN, BFEB, PDEC, SHOP, TTFNF.
- Stuart Chaussee & Associates was a net seller of stock by $-3.9M.
- Stuart Chaussee & Associates has $458M in assets under management (AUM), dropping by 3.28%.
- Central Index Key (CIK): 0001653253
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Portfolio Holdings for Stuart Chaussee & Associates
Stuart Chaussee & Associates holds 180 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Innovator Buffer - Apr. Common (BAPR) | 22.6 | $103M | 2.2M | 46.91 |
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| FT Vest Quarterly Dynamic Buff Common (FHDG) | 19.0 | $87M | NEW | 2.6M | 32.97 |
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| AllianzIM US LargeCap 6 Month Buffer10 Mar/Sep ETF Common (SIXP) | 12.6 | $58M | NEW | 1.9M | 30.81 |
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| Innovator Accelerated Buffer - Common (XBAP) | 11.7 | $54M | 1.4M | 37.86 |
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| Vanguard Information Technolog Common (VGT) | 10.2 | $47M | 63k | 746.62 |
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| iShares Expanded Technology Common (IGM) | 6.3 | $29M | 229k | 125.95 |
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| Innovator Power Buffer - Sep. Common (PSEP) | 5.5 | $25M | -4% | 589k | 42.95 |
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| Innovator Accelerated Plus - A Common (XTAP) | 1.8 | $8.2M | -25% | 208k | 39.65 |
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| Innovator Power Buffer - Nov. Common (PNOV) | 1.7 | $8.0M | 195k | 41.06 |
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| Innovator Buffer - Jan. Common (BJAN) | 1.3 | $6.0M | 113k | 53.02 |
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| Vanguard High Dividend Yield Common (VYM) | 0.9 | $4.1M | 29k | 140.95 |
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| Northrop Grumman Common (NOC) | 0.4 | $2.0M | 3.3k | 609.32 |
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| Innovator Power Buffer - Jan. Common (PJAN) | 0.4 | $1.9M | -8% | 43k | 45.80 |
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| Innovator Power Buffer - Mar. Common (PMAR) | 0.3 | $1.6M | -15% | 36k | 43.91 |
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| Microsoft Common (MSFT) | 0.3 | $1.3M | 2.5k | 517.95 |
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| Innovator Buffer - Jun. Common (BJUN) | 0.3 | $1.2M | 25k | 45.74 |
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| Technology Sector SPDR Common (XLK) | 0.2 | $1.0M | 3.6k | 281.86 |
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| Innovator Power Buffer - May Common (PMAY) | 0.2 | $856k | 22k | 38.90 |
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| Innovator Buffer - Mar. Common (BMAR) | 0.2 | $851k | -14% | 17k | 51.59 |
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| Apple Common (AAPL) | 0.2 | $820k | 3.2k | 254.60 |
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| Innovator Power Buffer - Jul. Common (PJUL) | 0.2 | $776k | 17k | 45.60 |
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| Invesco QQQ Trust Common | 0.1 | $641k | 1.1k | 600.45 |
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| Innovator Accelerated Buffer - Common (XBOC) | 0.1 | $632k | -3% | 19k | 32.80 |
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| Alphabet Common (GOOG) | 0.1 | $607k | 2.5k | 243.55 |
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| Innovator SC Buffer 10 - Quart Common (RBUF) | 0.1 | $590k | NEW | 21k | 28.69 |
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| Innovator Large Cap Buffer 10 Common (ZALT) | 0.1 | $575k | NEW | 18k | 31.88 |
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| Procter & Gamble Common (PG) | 0.1 | $533k | 3.5k | 153.63 |
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| iShares Russell 1000 Growth Common (IWF) | 0.1 | $529k | 1.1k | 468.41 |
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| Innovator Buffer - Aug. Common (BAUG) | 0.1 | $526k | -9% | 11k | 48.99 |
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| Waste Management Common (WM) | 0.1 | $505k | 2.3k | 220.83 |
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| Alphabet Common (GOOGL) | 0.1 | $477k | 2.0k | 243.10 |
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| Air Products & Chemicals Common (APD) | 0.1 | $387k | 1.4k | 272.77 |
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| Nvidia Common (NVDA) | 0.1 | $382k | 2.0k | 186.60 |
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| Home Depot Common (HD) | 0.1 | $372k | 918.00 | 405.19 |
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| iShares Large Cap Max Buffer Common (DMAX) | 0.1 | $369k | -7% | 14k | 26.42 |
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| Innovator Growth 100 - Jan. Common (QTJA) | 0.1 | $362k | 13k | 28.89 |
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| FT Vest Moderate Buffer - Apri Common (GAPR) | 0.1 | $330k | 8.4k | 39.25 |
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| Eli Lilly Common (LLY) | 0.1 | $328k | 430.00 | 763.00 |
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| Innovator Power Buffer - Feb. Common (PFEB) | 0.1 | $317k | -29% | 8.0k | 39.69 |
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| Vanguard S&P 500 Common (VOO) | 0.1 | $309k | 505.00 | 612.54 |
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| Invesco S&P 500 Equal Weight Common (RSP) | 0.1 | $281k | +4011% | 1.5k | 189.70 |
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| Vanguard Value Common (VTV) | 0.1 | $277k | -2% | 1.5k | 186.48 |
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| AbbVie Common (ABBV) | 0.1 | $264k | 1.1k | 231.54 |
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| iShares Silver Common (SLV) | 0.1 | $231k | +267% | 5.5k | 42.37 |
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| Oracle Common (ORCL) | 0.0 | $225k | 800.00 | 281.24 |
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| JPMorgan Chase Common (JPM) | 0.0 | $222k | 704.00 | 315.28 |
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| Broadcom Common (AVGO) | 0.0 | $211k | 640.00 | 329.91 |
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| Bank of America Common (BAC) | 0.0 | $206k | 4.0k | 51.59 |
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| iShares Core S&P 500 Common (IVV) | 0.0 | $189k | 282.00 | 669.60 |
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| Vanguard Total Stock Market Common (VTI) | 0.0 | $183k | 556.00 | 328.26 |
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| McDonald's Common (MCD) | 0.0 | $181k | 597.00 | 303.89 |
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| SPDR Gold Shares Common (GLD) | 0.0 | $169k | +90% | 475.00 | 355.47 |
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| Trane Technologies Common | 0.0 | $169k | 400.00 | 421.96 |
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| VICI Properties Common (VICI) | 0.0 | $168k | 5.1k | 32.61 |
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| Dell Technologies Common (DELL) | 0.0 | $165k | 1.2k | 141.77 |
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| Huntington Ingalls Common (HII) | 0.0 | $154k | 535.00 | 287.91 |
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| Amazon.com Common (AMZN) | 0.0 | $147k | +4% | 668.00 | 219.57 |
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| Innovator Buffer - Dec. Common (BDEC) | 0.0 | $144k | 3.0k | 47.93 |
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| Eaton Common (ETN) | 0.0 | $129k | 345.00 | 374.25 |
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| Ups Common (UPS) | 0.0 | $128k | 1.5k | 83.53 |
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| Vanguard Health Care Common (VHT) | 0.0 | $127k | 489.00 | 259.60 |
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| iShares Russell 1000 Common (IWB) | 0.0 | $117k | 320.00 | 365.48 |
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| iShares MSCI USA Quality Common (QUAL) | 0.0 | $110k | 568.00 | 194.44 |
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| Innovator Growth-100 - Apr. Common (QTAP) | 0.0 | $108k | -98% | 2.5k | 43.72 |
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| iShares Core MSCI EAFE Common (IEFA) | 0.0 | $105k | NEW | 1.2k | 87.31 |
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| Wal-Mart Common (WMT) | 0.0 | $102k | 986.00 | 103.06 |
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| iShares 0-3 Month T-Bond Common (SGOV) | 0.0 | $96k | -5% | 950.00 | 100.70 |
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| Vanguard Dividend Appreciation Common (VIG) | 0.0 | $89k | 410.00 | 215.79 |
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| SPDR S&P 500 Common (SPY) | 0.0 | $87k | 130.00 | 666.18 |
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| Coca-Cola Common (KO) | 0.0 | $84k | 1.3k | 66.32 |
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| Visa Common (V) | 0.0 | $81k | 236.00 | 341.38 |
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| Fortune Brands Innovations Common (FBIN) | 0.0 | $80k | 1.5k | 53.39 |
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| Honeywell International Common (HON) | 0.0 | $80k | 380.00 | 210.50 |
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| Chevron Common (CVX) | 0.0 | $78k | 500.00 | 155.29 |
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| Comcast Common (CMCSA) | 0.0 | $77k | 2.4k | 31.42 |
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| Marsh & McLennan Common (MMC) | 0.0 | $75k | 374.00 | 201.53 |
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| Elevance Health Common (ELV) | 0.0 | $75k | -26% | 232.00 | 323.12 |
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| Johnson & Johnson Common (JNJ) | 0.0 | $72k | 386.00 | 185.42 |
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| BlackRock Common | 0.0 | $67k | 57.00 | 1165.88 |
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| Merck Common (MRK) | 0.0 | $65k | 770.00 | 83.93 |
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| Vanguard Total World Index Common (VT) | 0.0 | $64k | 464.00 | 137.73 |
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| Duke Energy Common (DUK) | 0.0 | $64k | 514.00 | 123.75 |
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| Meta Platforms Common (META) | 0.0 | $60k | 81.00 | 734.38 |
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| Accenture Common (ACN) | 0.0 | $59k | 239.00 | 246.60 |
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| Boeing Common (BA) | 0.0 | $58k | 269.00 | 215.83 |
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| Vanguard Growth Common (VUG) | 0.0 | $56k | 116.00 | 478.97 |
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| Netflix Common (NFLX) | 0.0 | $55k | 46.00 | 1198.91 |
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| Lennar Common (LEN) | 0.0 | $50k | 400.00 | 126.04 |
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| Arthur J. Gallagher Common (AJG) | 0.0 | $50k | 162.00 | 309.74 |
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| Vanguard Mid Cap Value Common (VOE) | 0.0 | $50k | 284.00 | 174.58 |
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| Vanguard Russell 1000 Growth Common (VONG) | 0.0 | $49k | 405.00 | 120.61 |
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| Exxon Mobil Common (XOM) | 0.0 | $46k | 408.00 | 112.75 |
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| Southern Common (SO) | 0.0 | $46k | 485.00 | 94.77 |
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| Hartford Financial Services Common (HIG) | 0.0 | $45k | 340.00 | 133.39 |
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| Abbott Laboratories Common (ABT) | 0.0 | $45k | 336.00 | 133.94 |
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| Mondelez Common (MDLZ) | 0.0 | $45k | 715.00 | 62.47 |
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| Fidelity Nasdaq Index Common (ONEQ) | 0.0 | $44k | 488.00 | 89.13 |
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| Vanguard Russell 1000 Value Common (VONV) | 0.0 | $42k | 467.00 | 89.45 |
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| Ibm Common (IBM) | 0.0 | $42k | 147.00 | 282.16 |
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| NextEra Energy Common (NEE) | 0.0 | $41k | 540.00 | 75.49 |
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| Analog Devices Common (ADI) | 0.0 | $39k | 160.00 | 245.70 |
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| Broadridge Financial Common (BR) | 0.0 | $39k | 163.00 | 238.17 |
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| Consolidated Edison Common (ED) | 0.0 | $38k | 375.00 | 100.52 |
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| Blackstone Group Common | 0.0 | $38k | 220.00 | 170.85 |
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| Intercontinental Exchange Common (ICE) | 0.0 | $37k | 218.00 | 168.48 |
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| Marathon Petroleum Common (MPC) | 0.0 | $35k | 180.00 | 192.74 |
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| Cisco Systems Common (CSCO) | 0.0 | $34k | 500.00 | 68.42 |
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| American Express Common (AXP) | 0.0 | $33k | 100.00 | 332.16 |
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| iShares Core Dividend Growth Common (DGRO) | 0.0 | $33k | 478.00 | 68.08 |
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| Sysco Common (SYY) | 0.0 | $32k | 385.00 | 82.34 |
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| Mastercard Common (MA) | 0.0 | $30k | 53.00 | 568.81 |
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| iShares Edge Min. Vol. USA Common (USMV) | 0.0 | $30k | 315.00 | 95.14 |
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| Berkshire Hathaway CL B Common (BRK.B) | 0.0 | $29k | 57.00 | 502.74 |
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| Verizon Common (VZ) | 0.0 | $28k | 640.00 | 43.95 |
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| Vanguard Mega Cap Index Common (MGC) | 0.0 | $28k | 115.00 | 244.09 |
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| Paychex Common (PAYX) | 0.0 | $28k | 220.00 | 126.76 |
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| Innovator Power Buffer - Oct. Common (POCT) | 0.0 | $26k | 610.00 | 43.10 |
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| iShares Mid-Cap Value Common (IJJ) | 0.0 | $25k | 192.00 | 129.72 |
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| Lam Research Common | 0.0 | $24k | 180.00 | 133.90 |
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| Pool Corp. Common (POOL) | 0.0 | $24k | 77.00 | 310.06 |
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| WisdomTree US Dividend Growth Common (DGRW) | 0.0 | $24k | 268.00 | 88.96 |
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| iShares Russell 1000 Value Common (IWD) | 0.0 | $24k | 117.00 | 203.59 |
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| Goldman Sachs ActiveBeta US Common (GSLC) | 0.0 | $24k | 182.00 | 130.28 |
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| iShares S&P Small Cap Common (IJR) | 0.0 | $22k | 187.00 | 118.83 |
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| iShares Core S&P Total Market Common (ITOT) | 0.0 | $22k | 149.00 | 145.65 |
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| Palo Alto Networks Common (PANW) | 0.0 | $21k | 102.00 | 203.62 |
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| Texas Instruments Common (TXN) | 0.0 | $21k | 112.00 | 183.73 |
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| MasterBrand Common (MBC) | 0.0 | $20k | 1.5k | 13.17 |
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| Linde Common | 0.0 | $20k | 41.00 | 475.00 |
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| Adobe Systems Common (ADBE) | 0.0 | $19k | 55.00 | 352.75 |
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| Gartner Common (IT) | 0.0 | $19k | 72.00 | 262.88 |
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| TJX Companies Common (TJX) | 0.0 | $19k | 130.00 | 144.54 |
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| Vanguard Mid Cap Index Common (VO) | 0.0 | $18k | 63.00 | 292.76 |
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| Reddit Common (RDDT) | 0.0 | $18k | 80.00 | 229.99 |
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| W.R. Berkley Common (WRB) | 0.0 | $17k | 217.00 | 76.62 |
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| SPDR S&P 1500 Common (SPTM) | 0.0 | $17k | -56% | 205.00 | 80.65 |
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| American Intl. Group Common (AIG) | 0.0 | $17k | 210.00 | 78.54 |
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| Xcel Energy Common (XEL) | 0.0 | $16k | 202.00 | 80.65 |
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| Starbucks Common (SBUX) | 0.0 | $16k | -72% | 185.00 | 84.60 |
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| ServiceNow Common (NOW) | 0.0 | $15k | 16.00 | 920.25 |
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| iShares Russell 2000 Common (IWM) | 0.0 | $15k | 60.00 | 241.97 |
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| Weyerhaeuser Common (WY) | 0.0 | $13k | 533.00 | 24.79 |
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| Disney Common (DIS) | 0.0 | $13k | 111.00 | 114.91 |
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| AstraZeneca Common (AZN) | 0.0 | $13k | 165.00 | 76.72 |
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| Williams Companies Common (WMB) | 0.0 | $12k | 191.00 | 63.35 |
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| Lowe's Common (LOW) | 0.0 | $12k | 47.00 | 251.32 |
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| Nordson Common (NDSN) | 0.0 | $9.8k | 43.00 | 226.95 |
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| Motorola Solutions Common (MSI) | 0.0 | $9.6k | 21.00 | 457.29 |
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| CDW Corp. Common | 0.0 | $9.6k | 60.00 | 159.28 |
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| General Electric Common | 0.0 | $9.3k | 31.00 | 300.81 |
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| Msci Common (MSCI) | 0.0 | $8.5k | 15.00 | 567.40 |
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| Lockheed Martin Common (LMT) | 0.0 | $8.5k | 17.00 | 499.24 |
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| ConocoPhillips Common (COP) | 0.0 | $8.2k | -23% | 87.00 | 94.59 |
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| Auto Data Processing Common (ADP) | 0.0 | $8.2k | 28.00 | 293.50 |
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| Ulta Beauty Common (ULTA) | 0.0 | $7.7k | 14.00 | 546.79 |
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| Pfizer Common (PFE) | 0.0 | $7.6k | 300.00 | 25.48 |
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| CME Group Common (CME) | 0.0 | $7.6k | 28.00 | 270.18 |
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| Zoetis Common (ZTS) | 0.0 | $7.3k | 50.00 | 146.32 |
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| Copart Common (CPRT) | 0.0 | $7.2k | 160.00 | 44.97 |
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| Chord Energy Common | 0.0 | $7.2k | 72.00 | 99.38 |
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| MetLife Common (MET) | 0.0 | $6.9k | 84.00 | 82.37 |
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| Grainger WW Common (GWW) | 0.0 | $6.7k | 7.00 | 953.00 |
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| Pulsar Helium Common (PSRHF) | 0.0 | $5.3k | 17k | 0.32 |
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| Cooper Companies Common | 0.0 | $5.2k | 76.00 | 68.57 |
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| Jack Henry Common (JKHY) | 0.0 | $5.1k | 34.00 | 148.94 |
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| NXP Semiconductors Common | 0.0 | $5.0k | 22.00 | 227.73 |
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| S&P Global Common (SPGI) | 0.0 | $4.9k | 10.00 | 486.70 |
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| Nike Common (NKE) | 0.0 | $4.6k | 66.00 | 69.73 |
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| Amgen Common (AMGN) | 0.0 | $4.5k | 16.00 | 282.19 |
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| SiteOne Landscape Supply Common | 0.0 | $4.5k | 35.00 | 128.80 |
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| Prudential Financial Common (PRU) | 0.0 | $4.4k | 42.00 | 103.74 |
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| Teradyne Common (TER) | 0.0 | $4.1k | 30.00 | 137.63 |
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| Figma Common | 0.0 | $2.6k | NEW | 50.00 | 51.88 |
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| Synopsys Common (SNPS) | 0.0 | $2.5k | NEW | 5.00 | 493.40 |
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| Cava Group Common (CAVA) | 0.0 | $604.000000 | 10.00 | 60.40 |
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| American Tower Common (AMT) | 0.0 | $576.999900 | 3.00 | 192.33 |
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| Crown Castle Common (CCI) | 0.0 | $482.000000 | 5.00 | 96.40 |
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| Brighthouse Financial Common (BHF) | 0.0 | $372.000300 | 7.00 | 53.14 |
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| ON Semiconductor Common (ON) | 0.0 | $344.999900 | 7.00 | 49.29 |
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| iShares Bitcoin Trust Common (IBIT) | 0.0 | $260.000000 | 4.00 | 65.00 |
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Past Filings by Stuart Chaussee & Associates
SEC 13F filings are viewable for Stuart Chaussee & Associates going back to 2015
- Stuart Chaussee & Associates 2025 Q3 filed Oct. 22, 2025
- Stuart Chaussee & Associates 2025 Q2 filed Aug. 1, 2025
- Stuart Chaussee & Associates 2025 Q1 filed May 16, 2025
- Stuart Chaussee & Associates 2024 Q4 filed Feb. 14, 2025
- Stuart Chaussee & Associates 2024 Q3 filed Nov. 14, 2024
- Stuart Chaussee & Associates 2024 Q2 filed Aug. 13, 2024
- Stuart Chaussee & Associates 2024 Q1 filed May 9, 2024
- Stuart Chaussee & Associates 2023 Q4 filed Feb. 2, 2024
- Stuart Chaussee & Associates 2023 Q3 filed Nov. 14, 2023
- Stuart Chaussee & Associates 2023 Q3 restated filed Nov. 14, 2023
- Stuart Chaussee & Associates 2023 Q2 filed Aug. 4, 2023
- Stuart Chaussee & Associates 2023 Q1 filed May 8, 2023
- Stuart Chaussee & Associates 2022 Q4 restated filed Jan. 18, 2023
- Stuart Chaussee & Associates 2022 Q4 filed Jan. 10, 2023
- Stuart Chaussee & Associates 2022 Q3 filed Oct. 18, 2022
- Stuart Chaussee & Associates 2022 Q2 filed July 15, 2022