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CIK: 0001653253
Total reported value
—
$363.3M
171 檔
89.4%
The Q2 2024 SEC filing reveals that Stuart Chaussee & Associates, Inc. held a total portfolio value of $363.3M, covering 171 public equity positions.
In Q2 2024, Stuart Chaussee & Associates, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 37.81% | — | +53092.00% | |
| 2 | PNOV | Innovator U.s. Equity Power | ETF-Other | 28.19% | -1.74% | EXIT | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 10.23% | -10.25% | EXIT | |
| 4 | PSEP | Innovator U.s. Equity Power | ETF-Other | 7.09% | -5.51% | EXIT | |
| 5 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 6.09% | -6.28% | EXIT | |
| 6 | PJUL | Innovator U.s. Equity Power | ETF-Other | 1.53% | -0.17% | EXIT | |
| 7 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.35% | -1.31% | EXIT | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.07% | -0.90% | EXIT | |
| 9 | POCT | Innovator U.s. Equity Power | ETF-Other | 1.05% | — | -96.19% | |
| 10 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.81% | -0.19% | EXIT | |
| 11 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.58% | -0.42% | EXIT | |
| 12 | ✓ | Innovator Power Buffer - Mar. | Stock-Other | 0.36% | -0.34% | EXIT | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.32% | -0.28% | EXIT | |
| 14 | ✓ | Stock-Other | 0.29% | — | -89.78% | ||
| 15 | XLK | Ss Technology Select Sector | ETF-Tech | 0.22% | -0.22% | EXIT | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.19% | -0.12% | EXIT | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.17% | -0.18% | EXIT | |
| 18 | ✓ | Powershares Qqq Trust Ser 1 | Stock-Other | 0.15% | -0.14% | EXIT | |
| 19 | ✓ | Stock-Other | 0.13% | -0.11% | EXIT | ||
| 20 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.13% | — | -29.61% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.11% | -0.08% | EXIT | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.11% | -0.12% | EXIT | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.11% | -0.07% | EXIT | |
| 24 | ✓ | Stock-Other | 0.10% | -0.10% | EXIT | ||
| 25 | ✓ | Stock-Other | 0.10% | -0.13% | EXIT | ||
| 26 | GAPR | Ft Vest US Equity Moderate B | ETF-Other | 0.08% | -0.07% | EXIT | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.07% | -0.06% | EXIT | |
| 28 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.06% | — | — | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.05% | — | — | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.05% | -0.04% | EXIT | |
| 31 | ELV | Elevance Health Inc | Stock-Healthcare | 0.05% | — | — | |
| 32 | ✓ | Stock-Other | 0.05% | -0.06% | EXIT | ||
| 33 | CVX | Chevron CORP | Stock-Energy | 0.04% | — | — | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.04% | -0.04% | EXIT | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.04% | -0.04% | EXIT | |
| 36 | VICI | Vici Properties Inc | Stock-Real Estate | 0.04% | — | — | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.04% | -0.07% | EXIT | |
| 38 | ✓ | Trane Technologies PLC | Stock-Other | 0.04% | — | — | |
| 39 | ACN | Accenture plc | Stock-Tech | 0.03% | — | — | |
| 40 | ✓ | Stock-Other | 0.03% | -0.05% | EXIT | ||
| 41 | ETN | Eaton Corporation plc | Stock-Industrials | 0.03% | — | — | |
| 42 | ✓ | Stock-Other | 0.03% | -0.05% | EXIT | ||
| 43 | FBIN | Fortune Brands Innovations I | Stock-Industrials | 0.03% | — | — | |
| 44 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.03% | — | +456.86% | |
| 45 | ✓ | Stock-Other | 0.03% | — | — | ||
| 46 | ✓ | Stock-Other | 0.03% | — | — | ||
| 47 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.03% | — | — | |
| 48 | HON | Honeywell International Inc | Stock-Industrials | 0.02% | — | — | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.02% | — | — | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.02% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +37.7% | +53092.00% | Add |
| 2 | VGT | Vanguard Info Tech ETF | +0.5% | +0.01% | Add |
| 3 | IGM | Ishares Expanded Tech Sector | +0.2% | -0.90% | Trim |
| 4 | IVV | Ishares Core S&p 500 ETF | 0% | +475.51% | Add |
| 5 | AAPL | Apple Inc | 0% | +3.19% | Add |
| 6 | IWF | Ishares Russell 1000 Growth | 0% | +32.82% | Add |
| 7 | IWB | Ishares Russell 1000 ETF | 0% | NEW | New buy |
| 8 | QUAL | Ishares Msci USA Quality Fac | 0% | +456.86% | Add |
| 9 | ✓ | 0% | +5.45% | Add | |
| 10 | ✓ | 0% | +113.19% | Add | |
| 11 | ✓ | 0% | +2478.95% | Add | |
| 12 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 13 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 14 | ✓ | 0% | — | Unchanged | |
| 15 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 16 | PDEC | Innovator U.s. Equity Power | 0% | NEW | New buy |
| 17 | IJJ | Ishares S&p Mid-cap 400 Valu | 0% | NEW | New buy |
| 18 | IWD | Ishares Russell 1000 Value E | 0% | NEW | New buy |
| 19 | IJR | Ishares Core S&p Small-cap E | 0% | NEW | New buy |
| 20 | ✓ | Trane Technologies PLC | 0% | — | Unchanged |
| 21 | ✓ | Powershares Qqq Trust Ser 1 | — | +0.09% | Add |
| 22 | ✓ | Innovator Power Buffer - Mar. | — | — | Unchanged |
| 23 | VTI | Vanguard Total Stock Mkt ETF | — | +15.59% | Add |
| 24 | ✓ | — | — | Unchanged | |
| 25 | ✓ | — | — | Unchanged | |
| 26 | ✓ | — | — | Unchanged | |
| 27 | QCOM | Qualcomm Inc | — | — | Unchanged |
| 28 | PXDEUR | Pioneer Natural Resources Co | — | EXIT | Sold out |
| 29 | ✓ | — | +27.50% | Add | |
| 30 | BAC | Bank Of America CORP | — | — | Unchanged |
| 31 | LEN | Lennar Corp-a | — | — | Unchanged |
| 32 | POOL | Pool CORP | — | — | Unchanged |
| 33 | BJAN | Innovator U.s. Equity Buffer | 0% | — | Unchanged |
| 34 | FBIN | Fortune Brands Innovations I | 0% | — | Unchanged |
| 35 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 36 | UPS | United Parcel Service-cl B | 0% | — | Unchanged |
| 37 | ACN | Accenture plc | 0% | — | Unchanged |
| 38 | PG | Procter & Gamble Co/the | 0% | +0.14% | Add |
| 39 | HD | Home Depot Inc | 0% | — | Unchanged |
| 40 | PJAN | Innovator U.s. Equity Power | 0% | -4.50% | Trim |
| 41 | GAPR | Ft Vest US Equity Moderate B | 0% | -32.26% | Trim |
| 42 | PAUG | Innovator U.s. Equity Power | -0.1% | -29.61% | Trim |
| 43 | PMAY | Innovator U.s. Equity Power | -0.1% | -5.66% | Trim |
| 44 | SBUX | Starbucks CORP | -0.1% | -74.49% | Trim |
| 45 | VYM | Vanguard High Dvd Yield ETF | -0.1% | -0.01% | Trim |
| 46 | ✓ | -0.1% | -89.78% | Trim | |
| 47 | PJUL | Innovator U.s. Equity Power | -0.2% | -7.93% | Trim |
| 48 | PSEP | Innovator U.s. Equity Power | -0.2% | -0.81% | Trim |
| 49 | PNOV | Innovator U.s. Equity Power | -10.8% | -25.94% | Trim |
| 50 | POCT | Innovator U.s. Equity Power | -27.1% | -96.19% | Trim |
According to official SEC Form 13F filings, Stuart Chaussee & Associates, Inc. reported a total U.S. public equity portfolio value of $363.3M across 171 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SGOV, PNOV, VGT) accounted for 89.4% of total reported equity market value during Q2 2024.
Top New Position Initiated
IWB
市值: $95.2K
Top Position Liquidated / Trimmed
PXDEUR
前期市值: $10.0K
During Q2 2024, Stuart Chaussee & Associates, Inc.'s top holdings by market value included SGOV (37.8%)、PNOV (28.2%)、VGT (10.2%). The largest single position, SGOV, represented 37.8% of total portfolio value.
In Q2 2024, Stuart Chaussee & Associates, Inc. made 31 total portfolio adjustments, initiating 5 new buys, adding to 13 positions, trimming 12 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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