Stuart Chaussee & Associates

Latest statistics and disclosures from Stuart Chaussee & Associates's latest quarterly 13F-HR filing:

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Portfolio Holdings for Stuart Chaussee & Associates

Stuart Chaussee & Associates holds 186 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Innovator Power Buffer - Nov. Common (PNOV) 24.9 $100M -2% 2.7M 37.22
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Innovator Buffer - Oct. Common (BOCT) 18.6 $75M NEW 1.8M 42.04
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Innovator Accelerated Buffer - Common (XBJA) 15.1 $61M NEW 2.1M 28.23
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Innovator Intl. Power Buffer - Common (ISEP) 10.0 $40M NEW 1.4M 28.76
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Vanguard Information Technolog Common (VGT) 8.5 $34M -4% 63k 542.38
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Innovator Power Buffer - Sep. Common (PSEP) 6.5 $26M 677k 38.41
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iShares Expanded Technology Common (IGM) 5.2 $21M 230k 90.67
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Innovator Power Buffer - Jul. Common (PJUL) 1.4 $5.7M 143k 40.19
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Innovator Buffer - Jan. Common (BJAN) 1.3 $5.2M +2% 112k 46.63
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Vanguard High Dividend Yield Common (VYM) 1.1 $4.3M 33k 128.96
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Innovator Power Buffer - Oct. Common (POCT) 0.9 $3.7M -7% 97k 38.85
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Innovator Power Buffer - May Common (PMAY) 0.8 $3.1M 87k 35.80
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Innovator Power Buffer - Jan. Common (PJAN) 0.5 $2.1M +9% 50k 41.47
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Innovator Intl. Power Buffer - Common (IOCT) 0.4 $1.8M NEW 59k 30.65
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Northrop Grumman Common (NOC) 0.4 $1.7M NEW 3.3k 512.01
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Innovator Power Buffer - Mar. Common (PMAR) 0.3 $1.4M 34k 39.93
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Microsoft Common (MSFT) 0.2 $941k -5% 2.5k 375.39
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Direxion Semiconductor 3x Bull Common (SOXL) 0.2 $750k NEW 47k 15.95
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Apple Common (AAPL) 0.2 $687k 3.1k 222.11
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Technology Sector SPDR Common (XLK) 0.2 $643k 3.1k 206.48
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Procter & Gamble Common (PG) 0.1 $589k 3.5k 170.41
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ProShares Ultra Long QQQ 3x Common (TQQQ) 0.1 $573k -46% 10k 57.30
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Waste Management Common (WM) 0.1 $529k 2.3k 231.51
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Invesco QQQ Trust Common 0.1 $500k 1.1k 468.87
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Innovator Power Buffer - Aug. Common (PAUG) 0.1 $471k 13k 37.78
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Air Products & Chemicals Common (APD) 0.1 $419k 1.4k 294.98
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iShares Russell 1000 Growth Common (IWF) 0.1 $408k 1.1k 361.09
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iShares Large Cap Max Buffer Common 0.1 $374k NEW 15k 24.95
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Home Depot Common (HD) 0.1 $359k +6% 979.00 366.49
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Eli Lilly Common (LLY) 0.1 $355k 430.00 825.91
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Vanguard Value Common (VTV) 0.1 $336k 1.9k 172.73
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Alphabet Common (GOOG) 0.1 $322k -9% 2.1k 156.23
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FT Vest Moderate Buffer - Apri Common (GAPR) 0.1 $316k 8.4k 37.57
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Alphabet Common (GOOGL) 0.1 $303k 2.0k 154.64
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Vanguard S&P 500 Common (VOO) 0.1 $260k -6% 505.00 514.04
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AbbVie Common (ABBV) 0.1 $239k +17% 1.1k 209.52
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Nvidia Common (NVDA) 0.1 $222k +48% 2.0k 108.39
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McDonald's Common (MCD) 0.0 $187k 597.00 312.37
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Ups Common (UPS) 0.0 $169k 1.5k 109.99
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VICI Properties Common (VICI) 0.0 $168k 5.1k 32.62
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Bank of America Common (BAC) 0.0 $167k -18% 4.0k 41.73
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iShares Core S&P 500 Common (IVV) 0.0 $159k 282.00 562.15
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Vanguard Total Stock Market Common (VTI) 0.0 $153k 556.00 274.91
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Elevance Health Common (ELV) 0.0 $138k 317.00 434.96
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Trane Technologies Common 0.0 $135k 400.00 336.92
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Vanguard Health Care Common (VHT) 0.0 $130k 489.00 264.73
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JPMorgan Chase Common (JPM) 0.0 $124k -23% 504.00 245.14
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Oracle Common (ORCL) 0.0 $112k 800.00 139.81
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Huntington Ingalls Common (HII) 0.0 $109k NEW 535.00 204.04
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iShares 0-3 Month T-Bond Common (SGOV) 0.0 $101k -23% 1.0k 100.67
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iShares Russell 1000 Common (IWB) 0.0 $98k 320.00 306.74
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iShares MSCI USA Quality Common (QUAL) 0.0 $97k 568.00 170.84
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Eaton Common (ETN) 0.0 $94k 345.00 271.83
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iShares Singapore Common (EWS) 0.0 $92k 3.9k 23.76
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Fortune Brands Innovations Common (FBIN) 0.0 $91k 1.5k 60.88
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Marsh & McLennan Common (MMC) 0.0 $91k 374.00 244.03
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Coca-Cola Common (KO) 0.0 $91k 1.3k 71.62
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Comcast Common (CMCSA) 0.0 $90k 2.4k 36.90
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American Conservative Values Common (ACVF) 0.0 $86k 2.0k 42.82
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Chevron Common (CVX) 0.0 $84k 500.00 167.29
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Visa Common (V) 0.0 $83k -47% 236.00 350.46
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Honeywell International Common (HON) 0.0 $81k 380.00 211.75
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Vanguard Dividend Appreciation Common (VIG) 0.0 $80k 410.00 193.99
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Amazon.com Common (AMZN) 0.0 $79k +5% 416.00 190.26
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Broadcom Common (AVGO) 0.0 $79k 470.00 167.43
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Accenture Common (ACN) 0.0 $75k -36% 239.00 312.04
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SPDR S&P 500 Common (SPY) 0.0 $73k 130.00 559.39
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Merck Common (MRK) 0.0 $69k 770.00 89.76
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Starbucks Common (SBUX) 0.0 $67k 685.00 98.09
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Strive 500 Common (STRV) 0.0 $65k 1.8k 36.06
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Johnson & Johnson Common (JNJ) 0.0 $64k 386.00 165.84
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Duke Energy Common (DUK) 0.0 $63k 514.00 121.97
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Arthur J. Gallagher Common (AJG) 0.0 $56k 162.00 345.24
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BlackRock Common 0.0 $54k 57.00 946.47
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Vanguard Total World Index Common (VT) 0.0 $54k 464.00 115.89
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Qualcomm Common (QCOM) 0.0 $52k 336.00 153.61
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Exxon Mobil Common (XOM) 0.0 $49k 408.00 118.93
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Mondelez Common (MDLZ) 0.0 $49k 715.00 67.85
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iShares Morningstar Small Valu Common (ISCV) 0.0 $47k 800.00 59.30
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Meta Platforms Common (META) 0.0 $47k 81.00 576.36
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Lennar Common (LEN) 0.0 $46k 400.00 114.78
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Boeing Common (BA) 0.0 $46k 269.00 170.55
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Vanguard Mid Cap Value Common (VOE) 0.0 $46k 284.00 160.54
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Southern Common (SO) 0.0 $45k -17% 485.00 91.95
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Abbott Laboratories Common (ABT) 0.0 $45k 336.00 132.65
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Vanguard Growth Common (VUG) 0.0 $43k 116.00 370.33
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Netflix Common (NFLX) 0.0 $43k 46.00 932.52
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Hartford Financial Services Common (HIG) 0.0 $42k 340.00 123.73
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Consolidated Edison Common (ED) 0.0 $42k 375.00 110.59
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Innovator Power Buffer - Dec. Common (PDEC) 0.0 $41k 1.1k 37.60
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Broadridge Financial Common (BR) 0.0 $40k 163.00 242.46
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Vanguard Russell 1000 Value Common (VONV) 0.0 $39k 467.00 82.61
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NextEra Energy Common (NEE) 0.0 $38k 540.00 70.89
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Vanguard Russell 1000 Growth Common (VONG) 0.0 $38k 405.00 92.88
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Intercontinental Exchange Common (ICE) 0.0 $38k 218.00 172.50
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Ibm Common (IBM) 0.0 $37k NEW 147.00 248.66
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Ormat Technologies Common (ORA) 0.0 $35k 500.00 70.77
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Paychex Common (PAYX) 0.0 $34k 220.00 154.28
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Fidelity Nasdaq Index Common (ONEQ) 0.0 $33k 488.00 68.07
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SPDR S&P 1500 Common (SPTM) 0.0 $32k 475.00 68.01
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Analog Devices Common (ADI) 0.0 $32k 160.00 201.67
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United Healthcare Common (UNH) 0.0 $32k 61.00 523.75
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Cisco Systems Common (CSCO) 0.0 $31k 500.00 61.71
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Blackstone Group Common 0.0 $31k NEW 220.00 139.78
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Berkshire Hathaway CL B Common (BRK.B) 0.0 $30k -34% 57.00 532.58
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Gartner Common (IT) 0.0 $30k 72.00 419.74
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iShares Core Dividend Growth Common (DGRO) 0.0 $30k 478.00 61.78
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iShares Edge Min. Vol. USA Common (USMV) 0.0 $30k 315.00 93.66
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iShares New Zealand Common (ENZL) 0.0 $30k 700.00 42.08
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Mastercard Common (MA) 0.0 $29k 53.00 548.11
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Verizon Common (VZ) 0.0 $29k 640.00 45.36
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Sysco Common (SYY) 0.0 $29k 385.00 75.04
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Vanguard Small Growth Common (VBK) 0.0 $28k 110.00 251.77
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American Express Common (AXP) 0.0 $27k 100.00 269.05
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Marathon Petroleum Common (MPC) 0.0 $26k 180.00 145.69
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Innovator SC Power Buffer - De Common (KDEC) 0.0 $26k -99% 1.1k 22.91
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Innovator Buffer - Feb. Common (BFEB) 0.0 $25k NEW 600.00 41.53
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Pool Corp. Common (POOL) 0.0 $25k 77.00 318.35
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Vanguard Mega Cap Index Common (MGC) 0.0 $23k 115.00 201.38
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iShares Mid-Cap Value Common (IJJ) 0.0 $23k 192.00 119.73
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iShares Russell 1000 Value Common (IWD) 0.0 $22k 117.00 188.16
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WisdomTree US Dividend Growth Common (DGRW) 0.0 $21k 268.00 79.86
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Adobe Systems Common (ADBE) 0.0 $21k 55.00 383.53
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Texas Instruments Common (TXN) 0.0 $20k 112.00 179.70
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Goldman Sachs ActiveBeta US Common (GSLC) 0.0 $20k 182.00 110.08
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MasterBrand Common (MBC) 0.0 $20k 1.5k 13.06
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iShares S&P Small Cap Common (IJR) 0.0 $20k 187.00 104.57
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Linde Common 0.0 $19k 41.00 465.63
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American Intl. Group Common (AIG) 0.0 $18k 210.00 86.94
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iShares Core S&P Total Market Common (ITOT) 0.0 $18k 149.00 122.01
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Palo Alto Networks Common (PANW) 0.0 $17k 102.00 170.64
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Wal-Mart Common (WMT) 0.0 $16k 186.00 87.79
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Direxion Small-Cap Bull 3x Common (TNA) 0.0 $16k 555.00 29.26
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Vanguard Mid Cap Index Common (VO) 0.0 $16k 63.00 257.76
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TJX Companies Common (TJX) 0.0 $16k 130.00 121.80
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Weyerhaeuser Common (WY) 0.0 $16k 533.00 29.28
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W.R. Berkley Common (WRB) 0.0 $15k 217.00 71.16
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Tetra Tech Common (TTEK) 0.0 $14k NEW 490.00 29.25
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Xcel Energy Common (XEL) 0.0 $14k 202.00 70.79
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Lam Research Common 0.0 $13k 180.00 72.70
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ServiceNow Common (NOW) 0.0 $13k 16.00 796.12
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Innovator Buffer - Dec. Common (BDEC) 0.0 $13k -99% 300.00 41.86
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AstraZeneca Common (AZN) 0.0 $12k 165.00 73.50
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ConocoPhillips Common (COP) 0.0 $12k 114.00 105.02
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iShares Russell 2000 Common (IWM) 0.0 $12k 60.00 199.48
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Shopify Common (SHOP) 0.0 $12k 120.00 95.48
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Williams Companies Common (WMB) 0.0 $11k 191.00 59.76
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Disney Common (DIS) 0.0 $11k 111.00 99.05
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Lowe's Common (LOW) 0.0 $11k 47.00 233.23
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Magna International Common (MGA) 0.0 $10k 300.00 33.99
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CDW Corp. Common 0.0 $9.6k 60.00 160.27
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Motorola Solutions Common (MSI) 0.0 $9.2k 21.00 437.81
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Copart Common (CPRT) 0.0 $9.1k 160.00 56.59
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Nordson Common (NDSN) 0.0 $8.7k 43.00 201.72
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Auto Data Processing Common (ADP) 0.0 $8.6k 28.00 305.54
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Msci Common (MSCI) 0.0 $8.5k 15.00 565.53
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Reddit Common (RDDT) 0.0 $8.4k 80.00 104.90
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Zoetis Common (ZTS) 0.0 $8.2k 50.00 164.66
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Chord Energy Common 0.0 $8.1k 72.00 112.72
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Pfizer Common (PFE) 0.0 $7.6k 300.00 25.34
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Lockheed Martin Common (LMT) 0.0 $7.6k 17.00 446.71
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CME Group Common (CME) 0.0 $7.4k 28.00 265.29
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Grainger WW Common (GWW) 0.0 $6.9k 7.00 987.86
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MetLife Common (MET) 0.0 $6.7k 84.00 80.29
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Cooper Companies Common 0.0 $6.4k 76.00 84.36
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Invesco S&P 500 Equal Weight Common (RSP) 0.0 $6.2k 36.00 173.22
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Jack Henry Common (JKHY) 0.0 $6.2k 34.00 182.59
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General Electric Common 0.0 $6.2k 31.00 200.16
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Pulsar Helium Common (PSRHF) 0.0 $5.6k 17k 0.34
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Ansys Common (ANSS) 0.0 $5.4k 17.00 316.59
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TotalEnergies Common (TTFNF) 0.0 $5.4k 83.00 64.69
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Millrose Properties Common 0.0 $5.3k NEW 200.00 26.51
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Ulta Beauty Common (ULTA) 0.0 $5.1k 14.00 366.57
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S&P Global Common (SPGI) 0.0 $5.1k 10.00 508.10
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Amgen Common (AMGN) 0.0 $5.0k 16.00 311.56
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Prudential Financial Common (PRU) 0.0 $4.7k 42.00 111.69
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SiteOne Landscape Supply Common 0.0 $4.3k 35.00 121.43
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Nike Common (NKE) 0.0 $4.2k 66.00 63.48
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NXP Semiconductors Common 0.0 $4.2k 22.00 190.05
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Teradyne Common (TER) 0.0 $2.5k 30.00 82.60
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Cava Group Common (CAVA) 0.0 $864.000000 10.00 86.40
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American Tower Common (AMT) 0.0 $653.000100 3.00 217.67
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Crown Castle Common (CCI) 0.0 $521.000000 5.00 104.20
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Brighthouse Financial Common (BHF) 0.0 $406.000000 7.00 58.00
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ON Semiconductor Common (ON) 0.0 $285.000100 7.00 40.71
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iShares Bitcoin Trust Common (IBIT) 0.0 $187.000000 4.00 46.75
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Past Filings by Stuart Chaussee & Associates

SEC 13F filings are viewable for Stuart Chaussee & Associates going back to 2015

View all past filings